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| Shareholder documents | Format | Size |
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| | Sale of shares |  | 144 KB | | | Request for payment of interest or dividends | | 15 KB | | | Change of address | |
216 KB | | | Stock transfer form | |
20 KB | |
FAQs
How do I apply a change of name?
Private Shareholders
Please write to Capita Registrars, giving:
- The name(s) of the company(ies) in which you hold shares
- Full details of both your old and new names
- Your Investor Code - which can be found on your share certificates or dividend counterfoil
Enclose:
- An original Marriage Certificate or Deed Poll
or
- A copy of a Statutory Declaration is also 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
Please ensure that you give your old name in exactly the form in which it is recorded on the Register of Shareholders - this can be seen on your share certificate or dividend counterfoil.
Corporate shareholders
Please write to Capita Registrars enclosing an original or certified copy of the Certificate of Incorporation on Change of Name.
Capita Registrars
The Registry
34 Beckenham Road
Beckenham
Kent BR3 4TU
Telephone: 0870 162 3100
(From outside the UK +44 (0) 20 8639 2157)
Facsimile: +44 (0) 20 8639 2342
E-mail: ssd@capitaregistrars.com
How do I change or add a dividend mandate?
What are the advantages?
- Ensures receipt of your dividend in any designated bank account on the payment date, thus maximising interest.
- Ensures receipt of dividends even if changes of address have not been notified to Capita Registrars.
- Minimises risk of misappropriation.
- Precludes the need for you to pay the dividend cheque into a bank account.
Please download the Dividend Mandate form (PDF, 15 KB) and send it to Capita Registrars, giving
- The name of the company in which you hold shares.
- Your name as it is recorded on the Register of Shareholders
- Your investor code (which can be found on your share certificate or dividend counterfoil).
The form must be signed by all the shareholders where indicated.
When completing the form, please take particular care that the Bank Sort Code, Bank Account Number, and Roll Number if your account is held at a Building Society, are correct. The completed form must then be stamped by the Bank/Building Society to verify the details stated are correct. The form should then be sent to Capita Registrars for processing.
In the case of corporate shareholders, the Mandate form must be stamped by your Bankers, and must have been signed by the appropriate number of authorised signatories. The capacities of the signatories must be stated.
Alternatively, if you are unable to download the form, please contact our Shareholder Helpline (number below) and we will send you a form.
Capita Registrars
The Registry
34 Beckenham Road
Beckenham
Kent BR3 4TU
Telephone: 0870 162 3100
(From outside the UK +44 (0) 20 8639 2157)
Facsimile: +44 (0) 20 8639 2342
E-mail: ssd@capitaregistrars.com
How do I change my address?
Please download the Change of Address form (PDF, 216 KB) and send it to Capita Registrars, quoting
- Name(s) the company(ies) in which you hold shares
- Your name as it is recorded on the Register of Shareholders
- Full details of both your old and new addresses
- Your investor code (which can be found on your share certificate or dividend counterfoil)
The form must be signed by at least the first named shareholder where indicated.In the case of a corporate shareholder, the Change of Address form should be signed by the appropriate authorised signatory, and the capacity of the signatory must be stated.Alternatively, if you are unable to download the form, please contact our Shareholder Helpline (number below) and they will send you a form. They may also advise us of your new address in writing providing all the required information is supplied.
Capita Registrars
The Registry
34 Beckenham Road
Beckenham
Kent BR3 4TU
Telephone: 0870 162 3100
(From outside the UK +44 (0) 20 8639 2157)
Facsimile: +44 (0) 20 8639 2342
E-mail: ssd@capitaregistrars.com
How do I replace a lost share certificate?
Please write to Capita Registrars to notify us that the share certificate(s) is/are missing. You should state:
- Name of the Company in which you are a shareholder,
- Your full name and address, as they are recorded on the Register of Shareholders, and if possible the number(s) of the certificate(s) that is/are missing.
If you do not know the number(s) of the missing certificate(s) please provide the number(s) of the 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. Your letter must be signed by at least one of the shareholders. We will send you a formal Letter of Indemnity for completion. If you wish to sell your shares, some Stockbrokers will accept the completed indemnity as cover for the missing certificate.
An administration fee of £23.50, including VAT, will be charged for the work involved in updating the register to reflect that the certificate(s) is/are missing, and for issuing the Letter of Indemnity. If the certificate(s) is/are found after the Letter of Indemnity has been issued, the administration fee will still apply.
Please note that 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.
Where the shares represented by the missing certificate(s) are valued in excess of £100 it will be necessary for the Indemnity form to be counter-signed by a guarantor. We can arrange this on your behalf for a further fee. Any guarantee fees required will be confirmed in the Letter accompanying the Indemnity form.
Where the value of the missing shares is under £100 all fees will be waived.
Once the completed Letter of Indemnity and cheque for the relevant fees are returned to Capita Registrars, a replacement certificate will be issued to the registered address, unless we are instructed otherwise.
Capita Registrars
The Registry
34 Beckenham Road
Beckenham
Kent BR3 4TU
Telephone: 0870 162 3100
(from outside the UK: +44 (0) 20 8639 2157)
Facsimile: +44 (0) 20 8639 2342
E-mail: ssd@capitaregistrars.com
How do I request a replacement Dividend Warrant?
Please write giving details of the dividend warrant that you require us to replace ensuring that you give us the name of the Company in which you are a shareholder and your full name and address. If the value of the original warrant is in excess of £30, we will require a cheque for £10, made payable to Capita IRG plc, in respect of our administration fees to be forwarded with your letter. All charges quoted are inclusive of VAT.
Capita Registrars
The Registry
34 Beckenham Road
Beckenham
Kent BR3 4TU
Telephone: 0870 162 3100
(from outside the UK: +44 (0) 20 8639 2157)
Facsimile: +44 (0) 20 8639 2342
E-mail: ssd@capitaregistrars.com
How do I request a replacement Tax Voucher?
Please write, giving:
- details of the Tax Voucher that you want replaced
- name of the Company in which you are a shareholder
- your full name and address
- dividend payment date(s)
Our fee for issuing replacement Tax Vouchers is £11.75 for the first voucher, and a further £2.35 per subsequent voucher. These fees apply per Company. A cheque for the relevant amount, made payable to Capita IRG plc, should be sent with your request.
- All charges quoted are inclusive of VAT.
Capita Registrars
The Registry
34 Beckenham Road
Beckenham
Kent BR3 4TU
Telephone: 0870 162 3100
(from outside the UK: +44 (0) 20 8639 2157)
Facsimile: +44 (0) 20 8639 2342
E-mail: ssd@capitaregistrars.com
How do I transfer shares?
In order to carry out a private share transfer, please download and complete the Stock Transfer Form (PDF, 20 KB) (Guidance on completing the form), arrange for collection of Stamp Duty if appropriate and send it to Capita IRG plc with the share certificate(s) covering at least the number of shares to be transferred.
The form will need to show the following information:
- full name and address details for both transferor (the old owner) and transferee (the new owner)
- signature(s) of all the transferor(s)
- the name of the Company in which the shares are held,
- the type of share (for example Ordinary Shares), amount to be transferred in both words and figures.
Capita Registrars
The Registry
34 Beckenham Road
Beckenham
Kent BR3 4TU
Telephone: 0870 162 3100
(from outside the UK: +44 (0) 20 8639 2157)
Facsimile: +44 (0) 20 8639 2342
E-mail: ssd@capitaregistrars.com
How do I advise Capita Registrars of the death of a shareholder?
Dependent upon the type of shareholding, we require certain documentation to register the death of a shareholder. Please write to us stating:
- Full name of the shareholder, as shown on their share certificate
- Name of the company in which they hold shares
and enclose one of the following if the account is held solely in the name of the Deceased:
- Sealed copy Grant of Probate or Letters of Administration
- For Scottish residents the equivalent document is a Certificate of Confirmation
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, providing the total value of the UK estate is under £20,000 and the total value within the estate of shares is under £10,000.
If the shares are held in a non U.K. registered company, please contact our Shareholder Helpline on 0870 162 3100 (from outside UK +44 (0) 20 8639 2157)
If the account was held jointly with another person then enclose
- Death Certificate
- Share certificate(s) for amendment
If you require further advice or assistance please contact our Shareholder Helpline on 0870 162 3100 (from outside UK +44 (0) 20 8639 2157).
How do I donate my shares to charity (ShareGift)?
What can you do with small parcels of shares that are often uneconomical to sell? An option is to gift your shares to charity.
The Orr Mackintosh Foundation is a registered charity which administers a charity share donation scheme called Sharegift. Shares are transferred into the name of the Foundation, which aggegrates them and sells them when possible, giving the proceeds to a growing number of UK charities.
Tax Information
Sharegift can also assist you with any larger, tax efficient gifts of shares you may wish to make to charity. There are no implications for Capital Gains Tax purposes (no gain or loss) on gifts of shares to charity and it is now also possible to obtain income tax relief on the value of your donation.
If you would like more details visit the Sharegift web site at www.sharegift.org.uk/sharegift/,
or you can visit the Inland Revenue website at www.inlandrevenue.gov.uk
How do I sell my shares?
For more information regarding the selling of shares, please download the Share Dealing document (PDF, 144 KB)
If you would like any additional information please visit www.capitaregistrars.com/registration/share_dealing.asp for an online demonstration.
*please note by clicking on the URL above you will be leaving the Helical Bar plc website.
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