Shareholder centre

Registrar

All general enquiries concerning holdings of ordinary shares in Helical plc should be addressed to the Company’s Registrar:

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

 

Telephone: +44 (0) 371 384 2030 (Lines are open between 8:30am - 5:30pm Monday to Friday excluding public holidays in England and Wales, if calling from outside the UK; calls will be charged at the applicable international rate).

Email: help.shareview.co.uk - from here you will be able to email your query securely.

Shareview Portfolio: (www.shareview.co.uk)

Equiniti’s Shareview Portfolio allows you to view your shareholding, change the way we communicate with you or the way you receive your dividend, and buy and sell shares. Please register at www.shareview.co.uk.

For further information on contacting Equiniti and Shareview FAQs please see: 

EQ Shareview - Further information & FAQs

Equiniti share dealing services

A quick and easy share dealing service to either sell or buy shares in many leading UK companies is provided by Equiniti Share Dealing Services.

An on-line and telephone facility is available providing our shareholders with an easy to access and simple to use service.

There is no need to pre-register and there are no complicated forms to fill in. The online and telephone dealing service allows you to trade “real time” at a known price.

To deal online or by telephone all you need is your surname, Shareholder Reference number, full postcode and your date of birth. Your Shareholder Reference can be found on a recent share certificate, statement or tax voucher. Please have the appropriate documents to hand when you log on or call, as this information will be needed before you can buy or sell shares.

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

www.shareview.co.uk (online dealing)
+44 (0) 3456 037 037 (telephone dealing)

Calls are charged at the standard geographic rate and will vary by provider. Calls from outside the UK will be charged at the applicable international rate. Please use the country code when calling from outside the UK. Lines are open 8.00am to 4.30pm (UK time), Monday to Friday (excluding public holidays in England and Wales).

Full terms, conditions and risks apply and are available on request or by visiting www.shareview.co.uk.

This is not a recommendation to buy or sell shares. The price of shares can go down as well as up, and you are not guaranteed to get back the amount that you originally invested.

Please visit the Equiniti for further details of the online services available to shareholders.

Real Estate Investment Trust status

On 1 April 2022 the Company converted to a Real Estate Investment Trust (REIT). The Notice of General Meeting and Circular issued in February 2022 set out the Company’s rationale for conversion and the anticipated implications for both the Company and Shareholders.

Declaration of eligibility for PID payments


A Real Estate Investment Trust may pay dividends as either a Property Income Distribution (“PID”) or a normal dividend or a combination of both. The amount a REIT must pay as a PID is determined by reference to its tax exempt property profits as determined by the REIT regulations.

PID dividends are normally paid after deduction of withholding tax at the basic rate of income tax (currently 20%), which the REIT pays to HMRC on behalf of the shareholder.  However, certain shareholders may qualify for gross PID payment of distributions (i.e without deduction of withholding tax). These are principally UK resident companies, certain UK public bodies, UK charities, UK pension schemes, and the managers of ISAs, PEPs and Child Trust Funds (in each case subject to certain conditions set out in the relevant regulations).

The PID payment forms available for download below should be completed to apply for payment of distributions to shareholders gross. The first form should be completed by intermediaries (i.e. stockbrokers) acting on behalf of the beneficial owners of the shares, while the second form can be completed by shareholders who hold their shares directly.

For qualifying shareholders who have not previously submitted a form, this must be received by the Registrars by the record date to qualify for gross payment of the PID element of upcoming dividends.
 

FAQs

Private shareholders

Please write to Equiniti, giving:

  • Name(s) of the company(ies) in which you hold shares
  • Full details of both your old and new names
  • Your Shareholder Reference – 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 Equiniti enclosing an original or certified copy of the Certificate of Incorporation on Change of Name.

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

E-mail: help.shareview.co.uk

from here you will be able to email your query securely.

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 the Registrars.
  • Minimises risk of misappropriation.
  • Precludes the need for you to pay the dividend cheque into a bank account.

To arrange for your dividends to be paid directly into your UK bank or building society account, you can download and complete the relevant form from www.shareview.co.uk/info/directdividends

Alternatively, you can call Equiniti to update your details over the phone, or arrange for a mandate form to be posted to you.

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 form should then be sent to Equiniti 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.

You may also register to use the Shareview Portfolio which can be found at www.shareview.co.uk from which you can access the full suite of shareholder services provided by Equiniti.

Alternatively, if you are unable to download the form, please contact our Shareholder Helpline (number below) and we will send you a form.

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

E-mail: help.shareview.co.uk

from here you will be able to email your query securely.

If you hold 2,500 shares or fewer, you can change your registered address quickly and easily by telephoning the Registrar using the contact details below. For your security, if you hold more than 2,500 shares, you will need to complete a Change of Address form and send it to Equiniti, quoting:

  • Name(s) of 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 Shareholder Reference (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, you can request in writing to Equiniti, providing a copy of your share certificate or most recent dividend confirmation. If neither are available, you will need to provide a copy of a utility bill dated within the last three months.

You may also register to use the Shareview Portfolio which can be found at www.shareview.co.uk from which you can access the full suite of shareholder services provided by Equiniti.

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

E-mail: help.shareview.co.uk

from here you will be able to email your query securely.

Please write to Equiniti to notify them 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 a share certificate has been lost, stolen or destroyed, you should contact Equiniti by phone or in writing. They will then place a restriction on the certificate(s) to prevent these from being used fraudulently. You'll need to tell Equiniti about any certificates you still hold so they can identify which share certificate(s) is/are missing.

If you are a sole shareholder based in the UK and the value of missing shares is less than £10,000, you may be entitled to use Equiniti’s Telephone Express Service to obtain a new certificate. You will require a UK Debit Card, and all calls will be recorded.

For all other shareholders, you will need to complete and return the Letter of Indemnity form that Equiniti will send to you.

An administration fee may 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, an administration fee may 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 £50 it will be necessary for the Indemnity form to be counter-signed by a guarantor. Equiniti 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 £50 all fees will be waived.

Once the completed Letter of Indemnity and cheque for the relevant fees are returned to Equiniti, a replacement certificate will be issued to the registered address, unless we are instructed otherwise.

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

E-mail: help.shareview.co.uk

from here you will be able to email your query securely.

Please contact Equiniti giving details of the dividend cheque 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.

A fee may be charged for replacing your cheque. Please visit www.shareview.co.uk/clients/paymentreissue for the standard fees or contact Equiniti.

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

E-mail: help.shareview.co.uk

from here you will be able to email your query securely.

Please contact Equiniti, giving

  • The name of the company for which you are a shareholder.
  • Your Shareholder Reference – this can be found on your share certificate or on any previous correspondence we have sent you.  
  • Provide your name and address exactly as it is recorded on the Register of Shareholders; as identified by the name and address on any of our recent correspondence to you.

A fee is usually charged for replacements. Standard fees are as follows: £15.00 for each duplicate Tax Voucher (lists 1 dividend payment); £3.00 for each additional dividend payment detail.

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

E-mail: help.shareview.co.uk

from here you will be able to email your query securely.

In order to carry out a private share transfer, please download and complete the Stock Transfer form and arrange for collection of Stamp Duty if appropriate and send it to Equiniti 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.

Equiniti

Aspect House

Spencer Road

Lancing

West Sussex

BN99 6DA

United Kingdom

E-mail: help.shareview.co.uk

from here you will be able to email your query securely.

Dependent upon the type of shareholding, certain documentation is required to register the death of a shareholder. Please write to Link 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 the 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 UK registered company, please contact our Shareholder Helpline on +44 (0) 371 384 2030

If the account was held jointly with another person then enclose:

  • Death Certificate
  • Share certificate(s) for amendment

If you require further advise or assistance please contact our Shareholder Helpline +44 (0) 371 384 2030

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 aggregates 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 ShareGift www.sharegift.org.uk/sharegift, or the Inland Revenue www.inlandrevenue.gov.uk.

For more information regarding the selling or buying of shares, please visit the Equiniti Share Dealing website at www.shareview.co.uk

* Please note by clicking on the URL above you will be leaving the Helical plc website.

Many companies have become aware that their shareholders have received unsolicited phone calls or correspondence concerning investment matters.  These are typically from overseas-based “brokers” who target UK shareholders offering to sell them what often turn out to be worthless or high risk shares in US or UK investments. They can be very persistent and extremely persuasive.  It is not just the novice investor who has been duped in this way; many of the victims had been successfully investing for several years. Shareholders are advised to be very wary of any unsolicited investment advice, offers to buy shares at a discount or offers of free reports into Helical.

If you receive unsolicited investment advice:

  1. Exercise caution and never disclose personal details;
  2. Obtain the correct name of the person and organisation and make a record of any other information they give you, such as a telephone number, address or website address;
  3. Check that they are properly authorised by the FCA (Financial Conduct Authority) before getting involved.  This can be checked at fca.org.uk/consumers.  If you deal with an unauthorised firm you will not be eligible to receive payment under the Financial Services Compensation Scheme;
  4. Get impartial advice before handing over any money;
  5. If the caller persists, hang up;
  6. Inform us on 020 7629 0113 (email: [email protected]) or our Registrars, Equiniti, on +44 (0) 371 384 2030 (email: [email protected]).  Whilst we  are not able to investigate such incidents ourselves we will record the details and will liaise with the FCA; and
  7. Report the suspected fraud to the FCA either by calling: 0800 111 6768 or by completing an online form at: https://www.fca.org.uk/consumers/report-scam-unauthorised-firm.

The following measures will help protect your shares from potential fraud:

  • Details of any share dealing facilities that Helical endorses will be included in company mailings. If you receive telephone calls, emails or letters purporting to be from Helical or from companies endorsed by Helical and you are unsure if they are legitimate, please contact our shareholder helpline for clarification on +44 (0) 371 384 2030;
  • Keep all your share certificates in a safe place or hold your shares electronically in CREST via a nominee;
  • Keep your Shareholder Reference and all correspondence received from our Registrars, Equiniti, in a safe place, or destroy correspondence by shredding;
  • If you change address, inform Equiniti in writing or via the Shareview Portfolio at: www.shareview.co.uk.  If you receive a letter from Equiniti regarding a change of address but have not recently moved, then please contact them immediately;
  • Consider having your dividend paid directly into your bank.  This will reduce the risk of the cheque being intercepted or lost in the post.  If you change bank account, inform Equiniti of the details.  You can do this by post or online via the Shareview Portfolio at: www.shareview.co.uk;
  • If you are buying or selling shares, only deal with brokers registered in your country of residence or the UK; and
  • Do not share your personal shareholder details with any unexpected callers.

The Financial Conduct Authority (FCA) has also published useful advice about protection against scams. More detailed information can be found on the FCA website at:  https://www.fca.org.uk/consumers/share-fraud-boiler-room-scams.