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Equinti Shareview Frequently Asked Questions
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General FAQs

1. Who is Equiniti?
Equiniti is the new name for the business known and trusted for over 50 years as Lloyds TSB Registrars. Equiniti Limited will be the UK’s leading provider of share registration services with over 55% of the FTSE 100 companies and in total 24 million investor and shareholder accounts.

2. Why is Lloyds TSB Registrars getting a new name?
The Registrars business of Lloyds TSB Bank plc has been sold. After the sale becomes effective, it will be run as a separate business and will be renamed Equiniti.

3. Where did the new name come from?
After extensive research into the market and a consultation exercise with all employees, the vast majority voted for Equiniti.

4. What does the new logo mean?
Made up of two letter Es, the new logo reflects the partnership nature of our business where we and our clients work together in partnership to deliver services to their shareholders and/or employees.
When you look closely you can also see an equals sign in the logo i.e. the two Es representing our clients and us EQUALS Equiniti.

5. What are the main companies in the Equiniti group? There are two. Equiniti Financial Services Limited will be authorised and regulated by the Financial Services Authority and will provide retail financial services such as share dealing which are regulated by the Financial Services and Markets Act. Equiniti Limited will provide the rest of the services previously provided by Lloyds TSB Registrars.

6. I know who Lloyds TSB are – how can I be sure that Equiniti is as safe/reputable to handle my important and confidential information?
The Equiniti group will be run by the same management team and staff as Lloyds TSB Registrars which has experience of managing the share registers of over 55% of FTSE 100 companies. You can be confident that we will continue to strive to provide the same high standards and excellent levels of service and confident that your important and confidential information is in safe hands. Equiniti Financial Services Limited will be authorised and regulated by the Financial Services Authority.

7. When is the sale of Registrars going to be finalised?
The completion of the sale of the business will be contingent on regulatory approval and other conditions and will not take place before 30th September 2007. Some retail products will continue to be provided by Lloyds TSB for a further period after this, with Equiniti Financial Services Limited acting as administrator, until these products are transferred at a later date. If you have one of these products you will receive a letter about this.

8. Does this change the way I deal with Lloyds TSB Registrars now?
The office locations remain the same as before and you can continue to contact Equiniti at all the addresses previously used.
Comprehensive information is available on our main website at www.shareview.co.uk.

All phone numbers and websites previously supplied will continue to operate, unless advised otherwise, and we will have a new switchboard number for all general enquiries which is 0845 607 6838.
Our textel/minicom number is 0871 384 2255 and our fax number is 0871 384 2100. Calls to these numbers are charged at 8p per minute from a BT landline. Other telephony provider costs may vary.

9. I am a shareholder - is this going to cost me anything?
No. This change will have no financial impact on your shareholding.

10. I am a shareholder - how am I going to be affected?
Services will be provided by Equiniti Limited or Equiniti Financial Services Limited instead of Lloyds TSB Bank plc. However, you should notice no change to the high standards and excellent levels of service you have become accustomed to. However there will be naturally a change to the name and logo appearing on all the communications you will receive from us and the websites that you are able to access.

11. What is the Vision for the newly formed Equiniti group?
The Equiniti group’s vision is to continue to be leading the field in investor and employee solutions through productive and satisfying partnerships.

12. Who is running Equiniti?
Our existing management team will be led by Bob Thian, Chairman of Southern Water Limited.  He has been joined at board level by Rod Aldridge, founder of Capita and Dr. Oliver Niedermaier, formerly of Computershare.

Shareview FAQs

1. Why is my Shareview contract being transferred to Equiniti Limited?
This is because Lloyds TSB Registrars has agreed to sell its Registrars business. It will be run as a separate business and will be renamed Equiniti. The Equiniti group will be responsible for continuing to deliver the shareholder and employee services currently provided by Lloyds TSB Registrars and Shareview is an integral part of these. Please see the FAQs in the General section for more information about the sale of Lloyds TSB Registrars.

2. Will the online Shareview Service change?
The Shareview service will continue to be provided free of charge and will offer the same features and benefits as today. However, the appearance of all our websites will change to fit the new Equiniti name and branding. There are also some changes to the Terms & Conditions of the registered Shareview service – Shareview portfolio - and existing users will have been notified of these by e-mail. There is also a message on the login page on the Shareview website and links to the revised Terms & Conditions.
Going forward, the Shareview service will be provided by Equiniti Limited.

3. Is the address changing from www.shareview.co.uk?
No. The Shareview website address www.shareview.co.uk won’t be changing, so you can continue to use this with confidence and if you have book-marked the site, that will also continue to work

4. Are there changes to the other internet sites for shareholders and employees?
Only the name and branding will change to reflect the renaming of the company. Website addresses and the actual services they deliver will remain the same

5. Will my existing Shareview logon details continue to work?
Yes – these are not changing. If you have forgotten any of these, please follow the links for reset process that you will find on the logon page at www.shareview.co.uk

6. Can I still trust the website – is the security changing?
We want to reassure you that you can continue to use all of our websites with confidence. There is no change to the actual construction, security or management of the services, only to the name and branding. The technology and team that has delivered the Shareview service under Lloyds TSB Registrars is staying the same. You will continue to see the padlock symbol on the site indicating that it is secure, once you have logged on to your Shareview portfolio.

7. What if I do not want my contract and data to be transferred?
You can delete your own Shareview portfolio at any time and for no charge by logging on (using your secure user ID number and password) at www.shareview.co.uk, and following the prompts in the left-hand navigation to ‘Delete Shareview Login’. If you do not want your data to be transferred to Equiniti Limited and wish to delete your portfolio online, you must do so by 12 midnight on the day proceeding the transfer date (the transfer date will be displayed on the Shareview website once confirmed and will not be before 30th September 2007). Otherwise your data will be transferred.
Alternatively, you can write to us to say that you object to the transfer at Lloyds TSB Registrars, Implementation and Self Service Team, 54 Pershore Road South, Kings Norton, Birmingham, B30 3EP, providing details of your name, address (including postcode) and the companies that you hold shares in. If you choose to write to us to object to the transfer of your data, we must receive your notice in writing before the 26th September. Otherwise your data will be transferred.
Please note that Lloyds TSB will not be providing a similar service after the transfer date so, if you have objected as explained above. your details will be deleted from the Shareview portfolio service.

8. What are the services offered by Shareview?
For full information please visit our home page at www.shareview.co.uk which tells you about the wide range of information and services provided on the site. In summary however, you can:
-View data on your own shareholdings, including dividends and balance changes
- View data about employee schemes you are participating in
- Check current share prices
- Buy and sell shares, using Shareview Dealing. This service will, for the time being, be provided by Lloyds TSB Bank plc, although the administration will be undertaken by Equiniti
- Sign-up for e-communications, to reduce the paper coming through your letterbox
- Find answers to a wide range of shareholder and employee queries using the extensive
- Help Centre and Step-By-Step Guides

9. I have opted out of receiving marketing information from Lloyds TSB on the Shareview service. Will my opt-out continue to apply to marketing information from Equiniti?
Yes it will. In this situation you do not need to take any action and you will not receive marketing from Equiniti or its group companies.

OPT OUT FAQs

1. Permission to write to you
Under their terms and conditions Equiniti group companies will be able to write to you about products and services provided by them or others that may be of interest to you.  You can rest assured that the Equiniti group remain committed to safeguarding your personal information and will not share it with any third parties for the latter’s marketing purposes.

2. What kind of information might the Equiniti group send me?
Equiniti will only write to you about products or services that they think may be of interest to you.

3. Will my data be sent to anyone else for marketing? I get enough unwanted mail as it is.
No, Equiniti will not give your data to anyone outside the Equiniti group for the latter’s marketing purposes.  Equiniti may share your data for other purposes, for example to enable the provision of the service itself.

4. Why should I give the Equiniti group my permission to write to me?
Giving Equiniti permission to write to you means that they can keep you updated with upgrades and news about their existing products. It would also let them inform you about other products and services that may be of interest to you.

5. I don’t want to receive future marketing information from Equiniti Financial Services or the Equiniti group. How do I stop it?
If this is the case then Equiniti are happy to respect your wishes.  You can let them know by visiting www.shareview.co.uk/clients/optout or by calling 0871 384 2252. You’ll need your holder reference number which you can find on most documents we have recently sent to you. Calls to this number are charged at 8p per minute from a BT landline. Other telephony provider costs may vary.

6. I have shareholdings in more than one Equiniti product – do I need to register my preference more than once?
No. If you register in respect of any one holding then your opt out will be registered against all future marketing information from the Equiniti group, until you advise otherwise.

7. I’d like to receive information from the Equiniti group in the future.  What do I need to do?
You don’t need to do anything. If you don’t opt out, then Equiniti may write to you in the future if there is a product or service that they think may be of interest to you.

8. I’ve previously opted out, but I’ve changed my mind.  What do I do?
Just write to Equiniti, Aspect House, Spencer Road, Lancing, West Sussex, BN99 6DA providing your full name and address details, stating that you’d like to be eligible to receive marketing information from the Equiniti group in the future. We will then be able to update our records accordingly.

Dividend Reinvestment Plan FAQs

1. Why have I received a letter from Lloyds TSB Registrars (or Equiniti)?
Your Dividend Reinvestment Plan (DRIP) is currently provided by Lloyds TSB Registrars, part of Lloyds TSB Bank plc.  Lloyds TSB has recently agreed to sell its Registrars business. It will be run as a separate business and renamed the Equiniti group. As part of the sale, the contract that Lloyds TSB have with you to provide your DRIP (along with any assets and information held in connection with that contract) is being transferred to Equiniti Financial Services Limited.  We (or in some cases the company to which your DRIP relates) wrote to you to notify you of the sale of Lloyds TSB Registrars and at the same time to advise you of changes to your DRIP which result from new European legislation.

2. If my Dividend Reinvestment Plan does not transfer to Equiniti until 1st March 2008, why am I already receiving letters from Equiniti?
As part of the transfer of business to Equiniti, Lloyds TSB has asked Equiniti Financial Services Limited to administer its DRIP plans on their behalf from around 30th September 2007.  From this date all DRIP correspondence will be sent by Equiniti Financial Services Limited, on behalf of Lloyds TSB who will remain the legal provider of the DRIP service until this is transferred on or around 1 March 2008.

3. Will the provision of my DRIP continue to be regulated by the Financial Services Authority?
Yes - your DRIP will be provided by Equiniti Financial Services Limited which is authorised and regulated by the Financial Services Authority.

4. Do these changes affect the charges I pay for my DRIP?
No

5. What changes are being made to my terms and conditions?
There are two sets of changes that are being made to your terms and conditions. The first are changes that Lloyds TSB are making on 1st November 2007 as a result of MiFID (Markets in Financial Instruments Directive). The second are the differences between Lloyds TSB’s terms and conditions and those of Equiniti Financial Services Limited which come into effect on 1st March 2008. Details of these changes can be found on the back of the letter that we have sent you. We have also sent you a copy of the new Equiniti terms and conditions which will apply so you can compare these with the previous ones.

6. What if I’m not happy with the changes?
If you’re not happy for any reason – for example, because of the change of provider to Equiniti or any other changes in the terms and conditions – then you can withdraw from your DRIP at any time by advising us in writing. There will be no charge for doing this.

7. What is MiFID?
MiFID stands for the Markets in Financial Instruments Directive. It’s a new piece of European legislation designed to harmonise financial services markets and investor protection across Europe, and it comes into force on 1 November 2007.

8. How does MiFID affect me?
As a result of MiFID, we have made certain changes to Lloyds TSB’s current terms and conditions. These are explained in the first table on the back page of the letter we sent you. You don’t need to do anything as all of the changes will happen automatically on 1st November 2007.  You will not notice any change to the day to day operation of your DRIP, except that the contract note you receive after a dividend has been reinvested may arrive a little earlier and will contain some additional information about the execution of the transaction.

9. When do the new T&Cs become effective?
The changes arising from MiFID affect your current Lloyds TSB Registrars terms and conditions, and are effective from 1st November 2007.  The new Equiniti terms and conditions will become effective when the DRIP is transferred to Equiniti Financial Services Limited on or around 1st March 2008.

10. Who can I speak to if I have any other questions?
If you can’t find the answer to a question here or in the letter you received, you can call the phone number highlighted on the front page of the letter and we’ll do our best to give you the information you need.

Single Company ISA - FAQs

1. Why have I received a letter from Lloyds TSB Registrars (or Equiniti)?
Your Single Company ISA (SCISA) was provided by Lloyds TSB Registrars, part of Lloyds TSB Bank plc. Lloyds TSB has recently sold its Registrars business. It is being run as a separate business and has been renamed the Equiniti group.  As part of the sale the contract that we have with you to provide your SCISA service (along with any assets and information held in connection with that contract) will be transferred to Equiniti Financial Services Limited on or about 1st December 2007.  We (or in some cases the company to which your ISA relates) wrote to you to notify you of the sale of Lloyds TSB Registrars and at the same time to advise you of changes to your SCISA which result from new European legislation.

2. If my SCISA does not transfer to Equiniti until 1st December 2007, why am I already receiving letters from Equiniti?
As part of the transfer of business to Equiniti, Lloyds TSB has asked Equiniti Financial Services Limited to administer its SCISA plans on their behalf from around 30th September 2007.  From this date all SCISA correspondence will be sent by Equiniti Financial Services Limited, on behalf of Lloyds TSB who will remain the legal provider of the SCISA service until this is transferred on or around 1 December 2007.

3. Will the provision of my SCISA continue to be regulated by the Financial Services Authority?
Yes - Your SCISA will be provided by Equiniti Financial Services Limited which is authorised and regulated by the Financial Services Authority, and is in the process of being approved as an ISA manager by HM Revenue and Customs.

4. Do these changes affect the charges I pay for my SCISA?
No

5. What changes are being made to my terms and conditions?
There are two sets of changes that are being made to your terms and conditions. The first are changes that Lloyds TSB are making on 1st November 2007 as a result of MiFID (Markets in Financial Instruments Directive). The second are the differences between Lloyds TSB’s terms and conditions and those of Equiniti Financial Services Limited which come into effect on 1st December 2007. Details of these changes can be found on the back of the letter that we have sent you. We have also sent you a copy of the new Equiniti terms and conditions which will apply so you can compare these with the previous ones.

6. What if I’m not happy with the changes?
If you’re not happy for any reason – for example, because of the change of provider to Equiniti or any other changes in the terms and conditions – then you can withdraw from your ISA at any time by advising us in writing in accordance with Paragraph 20 of Lloyds TSB’s terms and conditions to move your holding to another ISA manager. Until the end of August 2008, there will be no charge for doing this.

You may also sell your holding in the normal way, but please note that if you do this you will lose the tax advantages associated with holding your shares in an ISA account, and Lloyds TSB may retain funds to cover any expenses incurred in selling your shares and any applicable tax liabilities.

If we receive notice from you before 30th November 2007 that you object to the transfer of your SCISA to Equiniti then your SCISA will not be transferred, but since Lloyds TSB will not be providing a SCISA product after the transfer date then we will have to close your plan.

7. What is MiFID?
MiFID stands for the Markets in Financial Instruments Directive. It’s a new piece of European legislation designed to harmonise financial services markets and investor protection across Europe, and it comes into force on 1 November 2007.

8. How does MiFID affect me?
As a result of MiFID, we have made certain changes to Lloyds TSB’s current terms and conditions. These are explained in the first table on the back of the letter we sent you. You don’t need to do anything as all of the changes will happen automatically on 1st November 2007. You will not notice any change to the day to day operation of your SCISA, except that the contract note you receive will arrive a little earlier and will contain some additional information about the execution of the transaction.

9. When do the new T&Cs become effective?
The changes arising from MiFID affect your current Lloyds TSB Registrars terms and conditions, and are effective from 1st November 2007.  The new Equiniti terms and conditions will become effective when the SCISA is transferred to Equiniti Financial Services Limited on or around 1st December 2007.

10. Who can I speak to if I have any other questions?
If you can’t find the answer to a question here or in the letter, you can call 0871 384 2244 and we’ll do our best to give you the information you need. Calls to this number are charged at 8p per minute from a BT landline. Other telephony provider costs may vary.

Monthly Purchase Plan - FAQs

1. Why have I received a letter from Lloyds TSB Registrars (or Equiniti)?
Your Monthly Purchase Plan (MPP) was provided by Lloyds TSB Registrars, part of Lloyds TSB Bank plc.  Lloyds TSB has recently sold its Registrars business. It is being run as a separate business has been renamed the Equiniti group.  As part of the sale, the contract that we have with you to provide your MPP service (along with any assets and information held in connection with that contract) will be transferred to Equiniti Financial Services Limited on or about 1st December 2007.  We (or in some cases the company to which your MPP relates) wrote to you to notify you of the sale of Lloyds TSB Registrars and at the same time to advise you of changes to your MPP which result from new European legislation.

2. If my MPP does not transfer to Equiniti until 1st December 2007, why am I already receiving letters from Equiniti?
As part of the transfer of business to Equiniti, Lloyds TSB has asked Equiniti Financial Services Limited to administer its MPP on their behalf from around 30th September 2007.  From this date all MPP correspondence will be sent by Equiniti Financial Services Limited, on behalf of Lloyds TSB who will remain the legal provider of the MPP until this is transferred on or around 1st December 2007.

3. Will the provision of my MPP continue to be regulated by the Financial Services Authority?
Yes - Your MPP will be provided by Equiniti Financial Services Limited which is authorised and regulated by the Financial Services Authority.

4. Do these changes affect the charges I pay for my MPP?
No

5. What changes are being made to my terms and conditions?
There are two sets of changes that are being made to your terms and conditions. The first are changes that Lloyds TSB are making on 1st November 2007 as a result of MiFID (Markets in Financial Instruments Directive). The second are the differences between Lloyds TSB’s terms and conditions and those of Equiniti Financial Services Limited which come into effect on 1st December 2007. Details of these changes can be found on the back of the letter that we have sent you. We have also sent you a copy of the new Equiniti terms and conditions which will apply so you can compare these with the previous ones.

6. What if I’m not happy with the changes?
If you’re not happy for any reason – for example, because of the change of provider to Equiniti or any other changes in the terms and conditions – then you can withdraw from your MPP at any time by asking us in writing to transfer your holding into your name and give you a certificate, or by advising us in writing to transfer your holding to another nominee provider. Until the end of August 2008, there will be no charge for doing this.

7. What is MiFID?
MiFID stands for the Markets in Financial Instruments Directive. It’s a new piece of European legislation designed to harmonise financial services markets and investor protection across Europe, and it comes into force on 1 November 2007.

8. How does MiFID affect me?
As a result of MiFID, we have made certain changes to Lloyds TSB’s current terms and conditions. These are explained in the first table on the back of the letter we sent you. You don’t need to do anything as all of the changes will happen automatically on 1st November 2007.  You will not notice any change to the day to day operation of your MPP, except that you will receive a contract note after each monthly investment and this will contain some additional information about the execution of the transaction.

9. When do the new T&Cs become effective?
The changes arising from MiFID affect your current Lloyds TSB Registrars terms and conditions, and are effective from 1st November 2007.  The new Equiniti terms and conditions will become effective when the MPP is transferred to Equiniti Financial Services Limited on or around 1st December 2007.

10. Who can I speak to if I have any other questions?
If you can’t find the answer to a question here or in the letter, you can call 0871 384 2781 and we’ll do our best to give you the information you need. Calls to this number are charged at 8p per minute from a BT landline. Other telephony provider costs may vary.


Equiniti Limited and Equiniti Financial Services Limited are part of the Equiniti group of companies and whose registered offices are Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA. Company share registration, employee scheme and pension administration services are provided through Equiniti Limited, which is registered in England & Wales with No. 6226088. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England & Wales with No. 6208699 and is authorised and regulated by the UK Financial Services Authority.