Holding(s) in Company
TR-1: Standard form for notification of major holdings
1a. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached ii: |
LendInvest plc |
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1b. Please indicate if the issuer is a non-UK issuer (please mark with an "X" if appropriate) |
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Non-UK issuer |
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2. Reason for the notification (please mark the appropriate box or boxes with an "X") |
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An acquisition or disposal of voting rights |
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An acquisition or disposal of financial instruments |
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An event changing the breakdown of voting rights |
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Other (please specify) iii: an event changing the breakdown of voting rights and an acquisition of voting rights |
X |
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3. Details of person subject to the notification obligation iv |
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Name |
Ian Edward Thomas |
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City and country of registered office (if applicable) |
N/A |
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4. Full name of shareholder(s) (if different from 3.) v |
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Name |
Kilford Investments Limited; BWSIPP Trustees Limited |
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City and country of registered office (if applicable) |
N/A |
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5. Date on which the threshold was crossed or reached vi: |
22 October 2024 |
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6. Date on which issuer notified (DD/MM/YYYY): |
22 October 2024 |
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7. Total positions of person(s) subject to the notification obligation |
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% of voting rights attached to shares (total of 8. A) |
% of voting rights through financial instruments |
Total of both in % (8.A + 8.B) |
Total number of voting rights held in issuer (8.A + 8.B) vii |
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Resulting situation on the date on which threshold was crossed or reached |
28.1% |
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28.1% |
40,123,312 |
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Position of previous notification (if applicable) |
28.1%
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- |
28.1% |
40,115,912 |
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8. Notified details of the resulting situation on the date on which the threshold was crossed or reached viii |
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A: Voting rights attached to shares |
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Class/type of ISIN code (if possible) |
Number of voting rights ix |
% of voting rights |
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Direct (DTR5.1) |
Indirect (DTR5.2.1) |
Direct (DTR5.1) |
Indirect (DTR5.2.1) |
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GB00BMC2XX17 |
40,123,312 |
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28.1% |
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SUBTOTAL 8. A |
40,123,312 |
28.1% |
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B 1: Financial Instruments according to DTR5.3.1R (1) (a) |
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Type of financial instrument |
Expiration |
Exercise/ |
Number of voting rights that may be acquired if the instrument is exercised/converted. |
% of voting rights |
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SUBTOTAL 8. B 1 |
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B 2: Financial Instruments with similar economic effect according to DTR5.3.1R (1) (b) |
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Type of financial instrument |
Expiration |
Exercise/ |
Physical or cash Settlement xii |
Number of voting rights |
% of voting rights |
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SUBTOTAL 8.B.2 |
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9. Information in relation to the person subject to the notification obligation (please mark the applicable box with an "X") |
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Person subject to the notification obligation is not controlled by any natural person or legal entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuer xiii |
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Full chain of controlled undertakings through which the voting rights and/or the |
X |
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Name xv |
% of voting rights if it equals or is higher than the notifiable threshold |
% of voting rights through financial instruments if it equals or is higher than the notifiable threshold |
Total of both if it equals or is higher than the notifiable threshold |
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Ian Edward Thomas |
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Kilford Investments |
24.1% |
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BWSIPP Trustees Limited on behalf of Ian Thomas |
4.0% |
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10. In case of proxy voting, please identify: |
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Name of the proxy holder |
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The number and % of voting rights held |
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The date until which the voting rights will be held |
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11. Additional information xvi |
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This form has been submitted in connection with the transfer and acquisition of ordinary shares in LendInvest plc from Kilford Investments Limited, a company wholly-owned by Ian Edward Thomas, to BWSIPP Trustees Limited, a self-invested personal pension also holding shares on behalf of Ian Edward Thomas. |
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Place of completion |
London, United Kingdom |
Date of completion |
22 October 2024 |