How To Trade Online

Trading share certificates online

Here’s our guide on how to trade share certificates using the online service

How easy is it to trade online via Shareview Dealing?

It’s very straightforward and here’s our step by step guide.

What do I need?

Your NI number
A share certificate in your name (to sell)
Debit card (to buy)

If your share certificate is not in your name, please check how you can make changes on our transfer certificated shares page.

Please check here to see the list of companies you can trade using our online service.

1. Stock search

Enter the name of the shares you want to buy or sell into the stock search. If Equiniti is the registrar, you’ll see the stock listed, along with the option to Buy or Sell. Then select the shares you wish to trade.

2. Your shareholder details

Once you have chosen the shares you want to buy or sell you will be asked to enter your details alongside your shareholder reference number (sometimes called an account number). You can find this printed on your share certificate, tax voucher and dividend statements.

Next, for regulatory purposes you will be asked to confirm your nationality details.

Next, for regulatory purposes you will be asked to confirm your nationality details.

3. Place your trade

Sell

Decide on the number of shares, or the value of shares you want to sell and we will generate a quote via the ‘Get Quote’ button. You will be presented with quote details to review before the sale is placed. On this screen there is a countdown bar tracking how long you have to confirm. If you run out of time, simply run the quote again, this is to ensure you receive an up-to-date price.

Once you are ready to make the trade, select confirm to complete the sale. You will then go to a confirmation screen with details of the sale, verifying it has been successfully completed.

What's next?

With the trade placed, a contract note confirming the sale and pre-filled CREST Transfer form will be sent to you via first class post. You can also download the CREST transfer form below to start this process. Before you can receive the money from your sale, you will need to return the signed CREST form along with your share certificates.

We recommend sending the certificate and CREST transfer form via registered post for enhanced security.

Please send your documents to: Equiniti, Aspect House, Spencer Road, Lancing, BN99 6DA, United Kingdom

Buy

Decide on the number of shares you want to buy, or the amount you have to invest, and we will generate a quote via the ‘Get Quote’ button. You’ll be asked to add your debit card details to make the purchase, please note we cannot accept credit card payments. Before the trade is placed, you will be presented with quote details to review so you can decide if you want to proceed. On this screen there is a countdown bar tracking how long you have to confirm. If you run out of time, simply run the quote again, this is to ensure you receive an up-to-date price.

Once you are ready to make the trade, select confirm to complete the purchase. You will then go to a confirmation screen with details of the shares bought, verifying that it has been successfully completed.

What's next?

You should receive your share certificate by post in 10 working days, this will also include a contract note with details of the trade.

Sell

Once you are ready to make the trade, select confirm to complete the sale. You will then go to a confirmation screen with details of the sale, verifying it has been successfully completed.

What's next?

We recommend sending the certificate and CREST transfer form via registered post for enhanced security.

Please send your documents to: Equiniti, Aspect House, Spencer Road, Lancing, BN99 6DA, United Kingdom

Buy

What's next?

You should receive your share certificate by post in 10 working days, this will also include a contract note with details of the trade.

Got a question?

How will I receive payment if I sell?

Once we have received your documents and finalised the trade, the money will be sent to you by your choice of BACS or a cheque. If your bank details cannot be validated by our third party check, then you will be issued a cheque. We apologise for any inconvenience this may cause.

BACS usually takes three working days to show in your account, from the day the payment is released. Cheques by mail should arrive within three to five business days, from the day the payment is released.

If I choose to sell, how long does the process take?

Here’s an indication of the earliest possible time that each part of the sales process can be completed.

Day 1: The sale is placed, you have entered into an agreement with Shareview Dealing to sell your shares on the UK stock market.
Day 1 to 2: A contract note confirming the sale and pre-filled CREST Transfer form will be sent to you via first class post.
Day 2 to 3: Your contract note and CREST Transfer form should have arrived by post. By returning the signed form and your share certificates quickly, you’ll be able to receive the money from the sale at the earliest opportunity.
Day 3: The sale of shares will be settled. If you have already sent your documents, you can now expect the money to be transferred to you.
Day 8 and 16: A chaser letter will be sent to you if you have not sent in your documents.
Day 23: Unfortunately if we do not receive your documents by day 23, we have to buy back the shares. You will still be charged the trading commission, additional charges (duties and levies), as well as paying for any change in the share price.

Need help trading share certificates online?

Our help page provides lots of useful information and answers to frequently asked questions.

If you can’t find the answer to your query on our help page you can contact us:

By email: Our contact centre team have been asked to work from home in order to safeguard their wellbeing due to the Coronavirus pandemic so in the first instance please email us at sharedealing@equiniti.com and we will get back to you as soon as possible.

By phone: Lines are open 08:00 to 16:30 on 03456 037 037. We are currently experiencing a very high call volume, which may result in a long wait time. We apologise for any inconvenience this may cause.