Shareview Dealing Help for trading in Certificates and CSNs

You can trade in shares in all UK listed companies by phone with Equiniti, simply contact our Customer Experience Centre.

If you hold shares in a company where Equiniti is the registrar (which means we maintain the shareholder list for that company) you can also trade them online.

UK Listed companies with Equiniti.

Dealing, online and by telephone, is available during the hours of the London Stock Exchange (Mon – Fri 08:00 to 16:30). Our Customer Experience Centre is open until 18:00 for any queries.

The service is for UK residents holding share certificates or shares in a Corporate Sponsored Nominee (CSN) account in their own name. Executors wishing to sell shares of an estate cannot use this service, but should call our Postal Sharedealing Service 0371 384 2248 (International callers: +44 121 415 7172). Lines are open Monday to Friday 08:30 to 17:30.

Yes, you can appoint an individual to act on your behalf but there are some restrictions. Your agent may deal with us only by post or telephone if they wish to sell your shares, or by post if they wish to buy shares. Your agent will not be able to place deals online.

You will need to complete the Third Party Authorisation form in order to appoint an agent. The Third Party Authorisation form can be downloaded by clicking here or phone our Customer Experience Centre on 03456 037 037. The agent's personal details will be verified before they are allowed to deal on your behalf.

In the case of Powers of Attorney, we will need to see a copy of the Power of Attorney or Court Order to allow the attorney to act on your behalf. Once we have verified these we will register the attorney. The attorney may then deal by telephoning the Customer Experience Centre. The attorney will have full access to your Shareview Dealing account.

You will need to phone the Registrar to obtain replacement certificates before you deal. Call the shareholder helpline on 0371 384 2030. Lines are open Monday to Friday 08:30 to 17:30.

Certificates: Faster payment is the default method, with a fee of £4.99, this ensures a same day transaction. If you choose to be paid by bank transfer, the payment will be made via direct BACS credit and take at least three working days to clear - this is a free service. If you choose to be paid by cheque, a cheque will be sent to you within a few days of receiving your completed and signed CREST transfer form, plus a valid share certificate for the shares you are selling. Postal times would need to be considered in this process and a fee of £10 for cheque payment applies.

Corporate Sponsored Nominee (CSN): If you choose to be paid by bank transfer, the payment will be made via direct BACS credit and take at least two working days to clear. If you choose to be paid by cheque, a cheque will be issued three working days after your trade is placed in the market.

Please note: BACS & Faster payments can only be made to UK Current Accounts. We have a legal obligation to carry out checks to confirm the identity of our customers. We undertake online checks and review our other products and existing records but if we request documentation to confirm your identity, we will not be able to send your sale proceeds until we have received these documents. If you choose to receive proceeds by bank transfer but fail the automated checks, your proceeds will be issued by cheque instead.

Email: If you have chosen to receive your documents by email the trade confirmation, contract note and crest transfer form will be emailed to you the same day.

Post: If you have selected the postal option, the contract note, trade confirmation and Crest Transfer form will be sent to you by first class post no later than the first working day after the deal has been executed, detailing what you need to do next.

If you don’t receive these documents via either method, please contact our Customer Experience Centre on +44 (0)3456 037 037, lines are open 08:00 - 16:30 Dealing hours & 08:00 - 18:00 Enquiries, Monday to Friday, (excluding UK public holidays).

Equiniti registered share certificates: If you have an existing certificated holding in the stock you wish to purchase, you will need to enter the Unique Reference Number (URN) – if you do not provide this, your new shares might not be added to your existing holding on the share register. The URN is printed on your share certificates, dividend vouchers and proxy cards. Please note that if you hold shares in more than one company, your URN may be different for each company. If you do not already have a certificated holding in the stock you wish to purchase, you will need to provide full details of your current name and address before you buy.

Corporate Sponsored Nominee (CSN): You will need to enter your account number which can be found on your share statement. If you do not hold a CSN account, you will need to open one before purchasing shares – go to www.shareview.com/csn, for more information.

All UK companies:we cannot add to existing holding at purchase stage, so you will be provided with a Share certificate for this purchase and can add to there existing holding at a later date.

Yes, if you already have a certificate in your joint names or if you have a CSN account in joint names.

If you have purchased shares, your share certificate(s) will be sent to your registered address, by ordinary second class post, as soon as possible subject to receipt of any documentation we have requested regarding evidence of your identity.

Please note: we have a legal obligation to carry out checks to confirm the identity of our customers. If we request documentation to confirm your identity we will not be able to send your share certificate until we have received the documents.

Details of your previous deals are no longer held online. If you need this information, please contact our Customer Experience Centre on 03456 037 037.