You can email, call or write to us to inform us that a shareholder has died.
Online
Click
here to send us an email to notify us of the death of a shareholder.
Please ensure that you include the shareholder's full name and registered
address. It will also help to provide details of any previous addresses at which the shareholder
has lived; to help identify all shareholdings.
Our standard response time is to deal with your request within 7 business days
from receipt.
Phone
Please call our Bereavement Helpline on:
+44 (0) 371 384 2000
Lines open 8.30am to 5.30pm (UK time), Monday to Friday (excluding public holidays in England and Wales).
When you call, please quote the Shareholder Reference; this can be found on
the Santander Nominee Service statement or on any previous correspondence sent. Please
also be prepared to provide details of any previous addresses at which the
shareholder has lived; to help identify all shareholdings.
Post
You can send us written notification of the death of shareholder to:
Santander Nominee Service
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6DA
UK
Please ensure that you include the shareholder's full name and registered
address. It will
also help to provide details of any previous addresses at which the shareholder
has lived; to help identify all shareholdings.
Our standard response time is to deal with your request within 7 business
days from receipt.
What happens next?
Details of the shareholder's death, and contact details of the notifier, will
be placed as a temporary notification on the share register. This temporary
restriction will remove any mandate instructions. All future dividend payments will also be held by us;
pending the formal registration of the death. At this stage, we will provide you
with details of the Registration of Death procedure along with any forms that
you need to complete.
For further information, please refer to our Guidance Notes here.
If the shares are held in joint names, we can simply re-register them in the name(s) of the remaining shareholder(s).
Please write to us at the address below with the original Death Certificate or Grant of Representation (we cannot accept Death Verification Forms) and a completed Transfer of Joint Holding Form, which you can download below.
We can also send the form to you in the post if you contact us using the details on the right of this page.
Transfer of Joint Holding Form and Guidance Notes
Santander Nominee Service
Aspect House
Spencer Road
Lancing
BN99 6DA
UK
All original documents will be returned to you by first class mail within three days of receipt. Our standard response time is to deal with your request within five days of receipt.
If a UK Grant of Representation is not being obtained, our Small Estate Service can be used by the Next of Kin or Executor(s) of the deceased holder. We are able to offer this service where the value of the holding(s), in each company (shares and/or outstanding payments) was less than £20,000 at the date of death and when no Inheritance Tax is payable on the deceased’s UK estate.
Using the Small Estate Service in the capacity of Next of Kin
Next of Kin is defined as being married to, or blood relative of, the deceased. The recognised order of precedence is;
Husband, Wife or Civil Partner of the deceased
Son or Daughter of the deceased (including formal adoption)
Father or Mother of the deceased
Brother or Sister of the deceased
Grandparent or Grandchild of the deceased
Not recognised are any further relations by marriage e.g. Son/Daughter-in-law, Step-son/daughter.
Where the Small Estate Declaration and Indemnity form is being completed in the capacity of Next of Kin we will also require a copy of the Death Certificate and any fee payable.
On receipt of a fully completed Small Estate Declaration and Indemnity form the shares will be transferred into the names of the Next of Kin listed on the form. Where the form is completed by more than one Next of Kin the shares will be transferred into their joint names (N.B. a bank account in the joint names will be necessary).
Using the Small Estate Service in the capacity of Executor named in a Will
Where the Small Estate Declaration and Indemnity form is being completed in the capacity of Executor, the form must be completed and returned with a copy of the Death Certificate, the Will or foreign Grants of Probate and any fee payable.
Where there is only one Executor named in the Will the shares will be transferred and payments made to the sole Executor.
Where there is more than one Executor named in the Will and all persons wish to act, the details and signatures of all named Executors must be entered on the form. The shares will be transferred to and all payments made in their joint names (N.B. a bank account in the joint names will be necessary). For shares held in joint names the address given for the first named Executor will be recorded as the registered address for all future communications.
Where there is more than one Executor named in the Will and the shares are to be transferred to only one, we will require only his/her details and signature on the form. This must be supported by a signed letter of authority from the remaining Executors giving their agreement that the named Executor can act on their behalf. The shares will be transferred and payments made to that named Executor.
To request the Small Estate Service:
Once you have notified us of the death and know that you would like to use the Small Estate Service, you can either:
1) Download and complete the form below – suitable if you are clear on the fees that will be expected for this service (as calculated from the fee table also presented below), or
2) Contact us for a Small Estate Declaration and Indemnity form which details any fees payable.
Download our form below:
Santander Small Estate Declaration and Indemnity form
Small Estate charges
The completed form needs to be countersigned by an authorised UK bank or insurance company that is a member of the Association of British Insurers. They will need to underwrite any possible liability and protects the company if you are unable to meet the requirements of the Indemnity. The countersignature takes on a possible liability, and this is why a Countersignature Fee is charged.
Equiniti can arrange for the countersignature to be waived on the form by payment of a Countersignature Waived Fee of £35. There is also an administration charge for using the Small Estate Service of £50.00. Our full fees are detailed below:
| Number of Companies |
Administration Fee |
Countersignature Waived Fee |
Total |
| 1 |
£50.00 |
£35.00 |
£85.00 |
| 2 |
£50.00 |
£70.00 |
£120.00 |
| 3 |
£50.00 |
£105.00 |
£155.00 |
| 4 |
£50.00 |
£140.00 |
£190.00 |
| 5 |
£50.00 |
£175.00 |
£225.00 |
| 6 |
£50.00 |
£210.00 |
£260.00 |
| 7 |
£50.00 |
£245.00 |
£295.00 |
| 8 |
£50.00 |
£280.00 |
£330.00 |
| 9 |
£50.00 |
£315.00 |
£365.00 |
| 10 |
£50.00 |
£350.00 |
£400.00 |
Where a holding in each company (shares and/or outstanding payments) is valued between £100 and £200 at the date of death – only countersignature is payable.
Where a holding in each company (shares and/or outstanding payments) is valued at under £100 at the date of death – all fees are waived.
You will need to send a cheque for the required fee made payable to ‘The Registrar for Banco Santander’.
Please then send the completed form(s) and, if applicable, the cheque to us at:
Santander Nominee Service
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6DA
UK
Our standard response time is to deal with your request within 7 business days from receipt.
Alternatively, you can contact us for a Small Estate Declaration and Indemnity form and we will quote the fee payable. You can contact us in any of the following ways:
Online
Click
here to send an email to request a Small Estate Declaration and Indemnity form.
Our standard response time is to deal with your request within 7 business days
from receipt.
Phone
Please call our Bereavement Helpline on:
+44 (0) 371 384 2000
Lines open 8.30am to 5.30pm (UK time), Monday to Friday (excluding public holidays in England and Wales). Calls to our 0871 numbers are charged at 8p per minute plus network extras.
When you call, please quote the Shareholder Reference. This can be found on the Santander Nominee Service statement or on any previous correspondence sent. Please also be prepared to provide details of any previous addresses at which the shareholder has lived.
Post
You can write to us to request a Small Estate Declaration and Indemnity form at:
Santander Nominee Service
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6DA
UK
Our standard response time is to deal with your request within 7 business
days from receipt.
If a UK Grant of Representation is being obtained we will need to see the
original, or a sealed office copy (we are not able to accept certified copies).
This could be one of the following:
Grant of Probate;
Letters of Administration; or Certificate of Confirmation (Scotland);
A Grant of Representation issued by a Commonwealth country/territory will also
be accepted as long as it has been resealed in England by the High Court of
Justice.
Send the chosen documentation along with a covering letter that includes; the shareholder's full name and registered address, to:
Santander Nominee Service
Aspect House
Spencer Road
Lancing
BN99 6DA
UK
All original documents will be returned to you, by 1st class mail, within 3
days of receipt. Our standard response time is to deal with your request within
7 days of receipt.
Fees
There will be no charge when registering the death using a Grant of
Representation.