- When Equiniti has been appointed as an intermediary and the offer opens, the IPO application screen will be available within your account
- Ensure there is enough money on your account to cover your application
- Click on ‘IPO’ in the top navigation bar
- Select from the list of upcoming eligible IPOs
- Choose the amount you wish to apply for and click ‘apply’
- When the offer closes, we will submit your application on your behalf.
It is possible to apply for shares from both your Equiniti Investment Account and Shareview Dealing ISA according to how you wish to hold your shares. If you do so, this will still be treated as a single application.
When the share allocation is announced, we will apportion any “scaling down” as needed, fulfilling your ISA application first.
Please note, this scaling down may result in cash being retained in your Stocks and Shares ISA awaiting your instructions, this will count towards your annual subscription limit where new funds were used for the application.
Shares granted to you will normally be available within your portfolio on the company’s first day of trading.