FAQs

Some of your shareholding questions answered

Your shareholding & share price

Shareholding and share price

Online

We provide an online shareholder service that allows private shareholders, who have fully registered for online services, to view their account information and holding balances, get a current valuation and also amend account details online.

Find out more about our online shareholder service.
Login to our online shareholder portal.

By Telephone

You can call our Shareholder Helpline on 0871 664 0300 to check your shareholding (Calls cost 12p per minute plus your phone company's access charge. From overseas - +44 20 8639 3399 calls outside the United Kingdom will be charged at the applicable international rate. We are open between 9.00am - 5.30pm, Monday to Friday excluding public holidays in England and Wales). Please ensure when you call us you supply the company your shares are held in, the name and address that the holding is in and your investor code.

Please note we will be unable to confirm share prices over the telephone.

Dividend payments

Online

We provide an online shareholder service that allows private shareholders, who have fully registered, to view their account information and the details of dividends that have been paid to them online.

Find out more about our online shareholder service.
Login to our online shareholder portal.

By Telephone

You can call our Shareholder Helpline on 0871 664 0300 to check details of dividends that have been paid to you (Calls cost 12p per minute plus your phone company's access charge. From overseas - +44 20 8639 3399 calls outside the United Kingdom will be charged at the applicable international rate. We are open between 9.00am - 5.30pm, Monday to Friday excluding public holidays in England and Wales). Please ensure when you call us you supply the company your shares are held in, the name and address that the holding is in and your investor code.

Change of shareholder details:

Change of address

Online

We provide an online shareholder service that allows private shareholders, who have fully registered for online services, to change their address online for a particular company.

Find out more about our online shareholder service.
Login to our online shareholder portal.

By post

Private and corporate shareholders can advise of a change of address by post. You can download and print a change of address form or write to us with the following details:

  • Full shareholder name, new address, old address and details of the companies the shares are held.

Please ensure that the change of address request is signed by all shareholders.

Change of name

Instructions for Private Shareholders

Changes of name must be sent to us in writing. Write to Capita Asset Services advising of your change of name and clearly stating full details of both your old and new names. Ensure that you give your old name exactly as it is recorded on the Register of Shareholders - this can be seen on your share certificate or dividend statement/confirmation.

Your investor code – this can be found on your share certificate or dividend statement/confirmation.

The names of the companies in which you hold shares (where Capita Asset Services is the Share Registrar).

Enclose with your covering letter:

  • Share certificate(s) representing your total holding. Plus one of the following as appropriate:
  • An original Marriage Certificate.
  • An original Deed Poll.
  • A Statutory Declaration – is acceptable if it bears both your old and new signatures.
  • If a married woman wishes to revert to her maiden name after divorce we require:
  • A copy of the decree absolute together with her marriage certificate (to confirm her maiden name).

OR

  • A copy of the decree absolute together with her birth certificate if the marriage certificate is not available.

Instructions for Corporate Shareholders

Write to Capita Asset Services stating the information shown in the list above (as for private shareholders) and also including:

  • An original of the Certificate of Incorporation on Change of Name.
  • Share certificate(s) representing the total holding.

Dividend payments to a bank account

Setting up or changing a dividend mandate:

Having dividend or interest payments paid straight to your bank account helps to maximise the interest you earn by ensuring the dividend is paid straight to your designated bank account on the dividend payment date. Other advantages include:

  • Your dividend can still be paid directly to your bank account even if you forget to notify us of a change address prior to a dividend being paid.
  • The risk of misappropriation is minimised.
  • You don’t need to visit your bank to manually bank a cheque.

Online

We provide an online shareholder service that allows private shareholders, who have fully registered for online services, to set up or amend a dividend mandate online for a particular company.

Find out more about our online shareholder service.
Login to our online shareholder portal.

By post

Download and print a dividend mandate form or write to us with the following details:

  • Full shareholder name, address, details of the companies the shares are held in.
  • The Bank Sort Code, Bank Account Number (or Roll Number if your account is held at a Building Society) to which you want your dividends mandated to.
  • If the dividends are being mandated to a third party - have your Bank/Building Society stamp the completed form to verify the details stated are correct.
  • The mandate instructions must be signed by all joint shareholders.

In the case of a Corporate Shareholder, the mandate instructions should be stamped by your Bankers, and signed by the appropriate number of authorised signatories with the capacity of each signatory stated.

Death of a shareholder

The documentation required to register the death of a shareholder is dependant on the type of shareholding. Write to Capita Asset Services advising of the death of the shareholder. Ensure that you:

  • State the full name, address and investor code of the shareholder (as shown on their share certificate).
  • State the name of the company in which they hold shares.
  • Enclose with your covering letter the following documentation:

If the account is held solely in the name of the deceased enclose:

  • Sealed copy Grant of Probate or Letters of Administration. For Scottish residents the equivalent document is a Certificate of Confirmation. For offshore registered companies the Grant of Probate must come from the relevant offshore court e.g. Jersey or Guernsey.
  • Share certificate(s) representing the total holding.

Alternatively if Probate (or the equivalent) is not being sought due to the small value of the estate, you can apply to use our Small Estate Procedure, the cover fee offers cover up to the value of £20,000 for each shareholding irrespective of the value of the estate. Contact us if you require the relevant forms for Small Estates.

If the account was held jointly with another person enclose:

  • Death Certificate.
  • Share certificate(s) for amendment.

Share transfers, selling and buying shares:

Transferring shares to another person

  1. Download and print a stock transfer form.
  2. Complete and sign the form - guidance notes to help you complete your form correctly are included with the Stock Transfer Form.
  3. Arrange for the collection and payment of stamp duty if applicable. If you require advice in respect of stamp duty you can telephone the Stamp Taxes Helpline on 0845 603 0135 .
  4. Post to Capita Asset Services your stock transfer form with share certificate(s) covering at least the number of shares to be transferred.

Buying or selling shares online

Click here to login in to our Share Dealing page to buy or sell shares online.

For further information on this service, or to buy and sell shares, please contact:

0371 664 0445 (telephone dealing –Calls are charged at the standard geographic rate and will vary by provider. Calls outside the United Kingdom will be charged at the applicable international rate. We are open between 8.00am–4.30pm, Monday to Friday excluding public holidays in England and Wales)

Donating shares to charity (ShareGift)

What can you do with small parcels of shares that are often uneconomical to sell? One option is to donate unwanted shares to ShareGift, the share donation charity.

ShareGift (registered charity no. 1052686) specialises in accepting donations of small holdings of shares. The shares are reregistered into the charity's name, collected until there are enough to sell and the proceeds are used to make donations to other UK charities. ShareGift has already donated millions of pounds to hundreds of different UK charities as a result. ShareGift can also assist you with any larger, tax-efficient gifts of shares you may wish to make to charity.

Tax Information

There are no implications for Capital Gains Tax purposes (no gain or loss) on gifts of shares to charity and you may be able to obtain income tax relief on the value of your donation.

To find out more, visit www.sharegift.org

Forgotten or unknown

Investor code

Your ‘Investor Code’ can be found on your share certificates, share account statements, dividend confirmation or proxy cards.

You can call our Shareholder Helpline on 0871 664 0300 who will be able to send your investor code to you via the post (Calls cost 12p per minute plus your phone company's access charge. From overseas - +44 20 8639 3399 calls outside the United Kingdom will be charged at the applicable international rate. We are open between 9.00am - 5.30pm, Monday to Friday excluding public holidays in England and Wales). Please note we will be unable to supply this over the telephone or via email for security reasons.

Lost and/or replacement required

Share certificate

Write to Capita Asset Services to advise that your share certificate(s) is/are missing and we will send you a letter of indemnity for completion. Please ensure that you:
State the name of the company in which you have lost your share certificate(s).

Write your full name and address. If you have recently moved please include details of your previous address.

State your investor code this can be found on dividend statements/confirmation.

List the number(s) of the certificate(s) that is/are missing (if possible).

If you do not know the number(s) of the missing certificate(s) please provide the number(s) of any certificates still in your possession. Please also state if the certificate(s) is/are lost or stolen.

If the certificate(s) is/are stolen, we will require the Crime Reference Number as issued by the Police before we can issue a letter of indemnity.

Sign the letter for a joint holding at least one of the named shareholders must sign the letter.

Where the value of the missing certificate(s) is/are valued in excess of £125, cover is needed to support the indemnity form. Capita may be able to find cover on your behalf in which case the administration fee may increase.

We will send you full details of what is required with the letter of indemnity.

Once the completed letter of indemnity and cheque for the relevant fee is returned to us, a duplicate certificate will be issued to the registered address, unless we are instructed otherwise.

If you wish to sell your shares, some Stockbrokers will accept the completed indemnity as cover for the missing certificate.

Any transfers/sales using a certificate as cover where the certificate has been reported lost/stolen will be rejected unless the Letter of Indemnity is returned with a letter confirming that the certificate has been found and enclosing payment for the administration fee. The register will then be amended to reflect that the certificate(s) has/have been found.

Dividend Confirmation

Write to Capita Asset Services giving details of the Dividend Confirmation(s) that require replacing. Ensure that you:

State the name of the company for which you require the Dividend Confirmation(s).

State the relevant dividend payments date(s) applicable to the Dividend Confirmation(s).

Write your full name and address exactly as it is recorded on the Register of Shareholders.

State your investor code this can be found on your share certificate.

Sign the letter for a joint holding at least one of the named shareholders must sign the letter.

Include a cheque made payable to Capita Registrars Limited for the administration fee (see below).

Dividend cheque and statement/confirmation

For replacement dividend cheques and statements (dividend warrants), write to Capita Asset Services giving details of the dividend cheque and statement that you need a replacement for. Ensure that you:

Write your name and address exactly as it is recorded on the Register of Shareholders - this can be seen on your share certificate or an old dividend statement/confirmation.

State your investor code this can be found on your share certificate or an old dividend statement/confirmation.

State the name of the company in which you are a shareholder.

Include the required administration fee where applicable (see below).

If the value of the original dividend cheque is over £50, a fee is applicable to cover administration costs. You will need to include a cheque made payable to Capita Registrars Limited with your letter.

Dividend and interest payments:

Checking a Dividend Payment

Online

We provide an online shareholder service that allows private shareholders, who have fully registered, to view their account information and the details of dividends that have been paid to them online.

Find out more about our online shareholder service.
Login to our online shareholder portal.

By Telephone

You can call our Shareholder Helpline on 0871 664 0300 to check details of dividends that have been paid to you (Calls cost 12p per minute plus your phone company's access charge. From overseas - +44 20 8639 3399 calls outside the United Kingdom will be charged at the applicable international rate. We are open between 9.00am - 5.30pm, Monday to Friday excluding public holidays in England and Wales). Please ensure when you call us you supply the company your shares are held in, the name and address that the holding is in and your investor code.

Setting up or changing a dividend mandate

Having dividend or interest payments paid straight to your bank account helps to maximise the interest you earn by ensuring the dividend is paid straight to your designated bank account on the dividend payment date. Other advantages include:

Your dividend can still be paid directly to your bank account even if you forget to notify us of a change address prior to a dividend being paid.

The risk of misappropriation is minimised.

You don’t need to visit your bank to manually bank a cheque.

Online

We provide an online shareholder service that allows private shareholders, who have fully registered for online services, to set up or amend a dividend mandate online for a particular company.

Find out more about our online shareholder service.
Login to our online shareholder portal.

By post

Download and print a dividend mandate form or write to us with the following details:

Full shareholder name, address, details of the companies the shares are held in.

The Bank Sort Code, Bank Account Number (or Roll Number if your account is held at a Building Society) to which you want your dividends mandated to.

If the dividends are being mandated to a third party - have your Bank/Building Society stamp the completed form to verify the details stated are correct.

The mandate instructions must be signed by all joint shareholders.

In the case of a Corporate Shareholder, the mandate instructions should be stamped by your Bankers, and signed by the appropriate number of authorised signatories with the capacity of each signatory stated

Replacement dividend cheque and statement

For replacement dividend cheques and statements (dividend warrants), write to Capita Asset Services giving details of the dividend cheque and statement that you need a replacement for. Ensure that you:
Write your name and address exactly as it is recorded on the Register of Shareholders - this can be seen on an old dividend statement/confirmation.

State your investor code – this can be found on your share certificate or an old dividend statement/confirmation.

State the name of the company in which you are a shareholder.

Include the required administration fee where applicable (see below).

Charge for Replacement Dividend cheques and statements

If the value of the original dividend cheque is over £50, a fee is applicable to cover administration costs. You will need to include a cheque made payable to Capita Registrars Limited with your letter. See our fees and charges below.