Frequently asked questions
What is the Shareview Portfolio service?
The Shareview Portfolio service provides online access to a range of information about your shareholdings, on registers maintained by Equiniti (EQ). This includes holding details (such as name and address), indicative share prices, recent balance changes and dividend information. It also includes details of employee schemes and corporate sponsored nominees that EQ also administer.
How secure is the service?
We use software to encrypt any personal data transferred between your browser, Shareview and our trusted digital identity provider. Personal data is securely stored for 6 years and is deleted after this period.
You can only gain access to your own information using your username /ID, date of birth and your password.
Additionally, through the registration process you will be required to enter some memorable information. In the event of a forgotten or lost username and/or password, you will be required to enter this memorable information before you can regain access to your portfolio.
How much does the Shareview Portfolio service cost?
At present, there is no charge for using the service. Provided you have a shareholding on one of the participating registers and have a device with internet access, you can create a Shareview Portfolio free of charge.
Can I use Shareview Portfolio to sell my shares?
The purpose of the Shareview Portfolio service is to give you access to information about your holdings. Once logged in to your Shareview Portfolio, you can select the 'Buy/sell' option in the ‘Quick links’ menu and you will be redirected to Shareview Dealing where you will be able to buy and sell shares. Please note that you are only able to add to an existing holding if you are buying shares in the nominee service.
Users not registered with Shareview Portfolio can still use the Shareview Dealing service.
Can I add my other investments to Shareview Portfolio?
In Shareview Portfolio, you can add a wide range of shareholdings and investments, including those with other registrars, to monitor their value all in one place.
You can do this by logging in to your Shareview Portfolio and selecting the ‘Add an investment’ link in the ‘Quick links’ menu, or clicking on the 'Add' button on the ‘Shares and funds’ page.
To add the holding, you will be required to locate it by entering the Shareholder Reference (this can be found on your share certificate, statement or on any previous correspondence that you have been sent).
Once you have entered the required information and selected the ‘Next’ button, you will be able to see the new holding as an additional holding under ‘My investments’.
How do I sign up to get Company communications by email?
Register for a Shareview Portfolio and go to ‘Update my communication preferences’ to manage your email preferences and notifications.
Useful documents
Frequently asked questions
How do I deal with shares from an estate?
If the sole shareholder or one of the joint shareholders has passed away, the death will need to be formally registered before the Postal Share Dealing Service can be used to sell the shares. This can be done at the same time as submitting the Postal Share Dealing form, in which case, a fee of £50 will be deducted from the sale proceeds. Full details can be found in the ‘Essential information' section of the Postal Share Dealing form. This additional charge can be avoided if you formally register the death before submitting your sale instruction. For full details of how to formally register the death of a shareholder, please visit our bereavement page.
What do I do when share certificates are lost?
You may be able to sell your shares even if you can’t find your share certificate(s), as long as the value of the missing certificate(s) is below £5,000 and you are selling your entire holding. In this case, a Lost Share Certificate fee of £60 will be deducted from the sale proceeds. Full details can be found in the 'Essential information’ section of the Postal Share Dealing form.
Frequently asked questions
How do I report a lost share certificate?
If a share certificate has been lost, stolen or destroyed, you will need to let us know. We can then place a restriction on the certificate(s) to prevent these from being used fraudulently. You'll need to tell us about any certificates you still hold so we can identify which share certificate(s) is/are missing.
Before we can provide you with a duplicate certificate, you will need to complete and return a Letter of Indemnity form which can be found here. Alternatively, please call or write to us to request a form.
For assistance in completing the Letter of Indemnity and details of our fees, please read our guidance notes.
Key components of the Letter of Indemnity
Countersignature and administration are key components of the Letter of Indemnity service. The fee that we will charge you will depend on a number of variables such as the value of the shares; whether we are able to provide and offer you the countersignature service, and the company in which the shares are held.
Countersignature
The countersignature on the Letter of Indemnity needs to be completed 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 arising from the certificate being used fraudulently. This protects the issuer against any potential losses and is why a Countersignature Fee is often charged.
Equiniti can arrange for the countersignature to be waived on the Letter of Indemnity form by payment of a Countersignature Waived Fee. This will be quoted within the letter sent to you, or during our telephone call. Equiniti’s Countersignature Waived Fees are shown below:
Countersignature Waived Fees
| Share value | Countersignature Waived Fee |
|---|---|
| Up to, and including, £50 | Free of charge |
| Between £50.01 and £150.00 | £16.00 |
| Between £150.01 and £1,000.00 | £24.00 |
| Betwen £1,000.01 and £5,000.00 | £36.00 |
| Between £5,000.01 and £10,000.00 | £54.00 |
| Between £10,000.01 and £15,000.00 | £75.00 + Application form |
| Between £15,000.01 and £25,000.00 | £87.00 + Application form |
| Between £25,000.01 and £30,000.00 | £128.00 + Application form |
| Between £30,000.01 and £50,000.00 | £223.00 + Application form |
| Between £50,000.01 and £75,000.00 | £379.00 + Application form |
| Between £75,000.01 and £100,000.00 | £676.00 + Application form |
Please note: We are unable to provide the countersignature waiver service if the shares are valued over £100,000. If this is relevant to you, the options will be given in the letter that we send to you.
Administration Fee
The Administration Fee is the amount we charge for the administration work involved in producing the Indemnity, and for placing a restriction on the original certificates and the issuance of a new certificate. If an Administration Fee is required, this will be detailed in the Letter of Indemnity form, and the accompanying letter, or will be quoted on the telephone call.
The current standard Administration Fees are shown below:
| Share value | Administration Fee |
|---|---|
| Up to £150.00 | Free of charge |
| £150.01 or greater | £50 (including VAT) |
Please note: The value of shares is calculated at the time that the Letter of Indemnity is issued. This is the value used to determine the fee payable.
How do I transfer shares within the Saga Nominee Service?
To transfer a holding in the Saga Nominee Service to another person within Saga Nominee Service, you will need to complete one of the following forms:
How do I transfer certificated shares into a Saga Nominee service account?
To transfer certificated shares in to the Saga Nominee Service under the same name, you will need to complete Form D.
How do I transfer ownership of share certificates?
For certificated shares, you will need to download and complete a Stock Transfer form.
To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below.
Equiniti
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6DA
United Kingdom
For advice on Stamp Duty, please refer to the HMRC website.
How do I withdraw shares from the Saga Nominee Service?
To withdraw your shares from the Saga Nominee Service, you will need to complete and return a transfer form.
The following types of withdrawal are available:
How do I transfer from my nominee provider/broker in to the Saga Nominee Service?
To transfer a holding in to the Saga Nominee Service from another nominee provider or broker, you will need to complete Form F.
If you are unable to download the form you require, please contact us. Please ensure you have your Shareholder Reference for your Saga shareholding when getting in touch with us. This can be found on any previous correspondence we have sent you.
How do I notify you of a sole shareholder's passing?
You can email, call or write to us to inform us that a shareholder has passed away. Please see the contact us section for details.
Please ensure that you include the shareholder's full name and registered address. It will also help if you are able to provide details of any previous addresses at which the shareholder has lived; this will help to identify all shareholdings. If you know the Shareholder Reference (usually 11 digits) it would also be helpful to include this.
Our standard response time is seven business days.
How do I notify you of a joint shareholder's passing?
If the shares are held in joint names, we can simply re-register them in the name(s) of the surviving shareholder(s).
Please write to us at the address listed in our contact us section with the original Death Certificate or Grant of Representation (we cannot accept Death Verification forms) and a completed Transfer of Joint Holding form.
Please contact us if you would like us to send you a paper form.
All original documents will be returned to you by first class mail within three days of receipt. Our standard response time is five business days.
How do I register the passing of a shareholder using the Small Estate Service?
You can use this service if:
- a UK Grant of Representation has not been issued and is not required for any part of the wider estate; and
- you are the next of kin or executor(s) of the deceased shareholder; and
- the value of the holding(s) in each company was less than £20,000 at the date of death; and
- no inheritance tax is payable on the deceased’s UK estate.
What do I need to do next?
-
Download the Small Estate Declaration and Indemnity form.
- Complete the form using the guidance notes available.
-
Pay the relevant fee as referenced in our List of fees. Details of how to make the payment can be found on the Small Estate Declaration and Indemnity form.
- Once complete, post the form back to us at:
Equiniti
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6DA - We will then update the holding(s) to show the details of the person(s) authorised to act on behalf of the estate. Following this, only the authorised person(s) can approve the transfers or sale of the shares.
Need help understanding the fees?
If you need extra support understanding the fees for the Small Estates Service, please get in touch by email, phone or post and we will send you the form with the fees calculated for you. We’ve also put this guide together to help you register the death with us and transfer or sell the shares to release any money (or the shares) to the estate’s beneficiaries.
For details of how to get in touch, please see the contact us section.
You can also email us to request a Small Estate Declaration and Indemnity form with the fees calculated for you. If you wish to do this, we aim to respond within 10 business days.
Where possible, please provide the following information when contacting us:
- Full shareholder name.
- Full shareholder address and any previous addresses.
- Your name and address (informant).
- Date of death.
- Any known Shareholder Reference (usually 11 digits).
- Any known companies in which the shares were held.
- Please also confirm if probate has been obtained, or if it will be needed for any other part of the deceased estate.
How do I register the passing of a shareholder using a UK Grant of Representation?
You should use this service if you have been issued with any of the following documents:
- Grant of Probate.
- Letters of Administration.
- 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.
What do I need to do next?
Please send one of these original documents to us, along with a covering letter including:
- full shareholder name;
- full shareholder address and any previous addresses;
- your name and address (informant);
- date of death;
- any known Shareholder Reference (usually 11 digits);
- any known companies in which the shares were held;
- instructions of who to make any outstanding payments to (please note that a fee may be charged for reissued payments); and
- instructions of what the executor(s) are to do with the shares (please see ‘Step 3: Sell, Transfer, Donate’).
Please make sure the letter is signed by all executors named on the probate and return it to:
Equiniti
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6DA
Original documents will be returned within five working days.
Frequently asked questions
When can I expect to receive a dividend?
In order to protect the Group's financial position in light of the COVID-19 pandemic, the Board announced in April 2020 that it had suspended dividend payments to shareholders. As such, no dividend was proposed for the 2022/23 financial year, nor would it have been permissible under the Group’s financing arrangements. We are very aware of the importance of an annual dividend to many of our shareholders and will look to reinstate payments when it is appropriate to do so.
How do I request a dividend payment reissue?
If you have lost your dividend cheque, have an out-of-date payment or have a query regarding a dividend payment, our Payment Reissues team can assist you with obtaining a replacement.
Our standard policy is to deduct a fee for payments that need to be reissued. The fee levied for the reissue of a payment goes some way towards covering the administration costs involved in this process. In general, the higher the value of the payment, the higher the associated administration costs. This is because of the increased security checks that must be undertaken. On some occasions, multiple payments may be involved as payments could be issued from different bank accounts. In these circumstances, a fee may be levied for each payment issued.
Fees will normally be deducted before the payment is reissued. You will, therefore, receive the payment less the applicable fee. Our standard fees for reissuing a payment are listed below:
| Value of replacement payment (per reissued payment - incl. VAT) |
Fee |
|---|---|
| £0.00 - £14.99 | Free of charge |
| £15.00 - £29.99 | £3.50 |
| £30.00 - £49.99 | £7.50 |
| £50.00 - £79.99 | £15.00 |
| £80.00 - £119.99 | £25.00 |
| £120.00 - £199.99 | £40.00 |
| £200.00 - £299.99 | £60.00 |
| £300.00 - £499.99 | £90.00 |
| £500.00 - £999.99 | £110.00 |
| £1,000.00 and above | £135.00 |
Where can I find a history of dividends you have paid?
Please visit our corporate website.
What is an Annual Dividend Confirmation?
An Annual Dividend Confirmation provides details of the dividends paid during the tax year and is usually sent in November/December each year.
Shareholders who have registered to receive dividends directly into their bank/building society will receive an Annual Dividend Confirmation. Alternatively, if you wish to receive a notification each time a dividend is paid, please let us know.
Please note that the Annual Dividend Confirmation may not cover all payments if you have changed your dividend payment method within the tax year stated.
Where can I find my dividend confirmation?
You can download your dividend confirmation from your Shareview Portfolio. If you haven't used Shareview Portfolio before, you’ll need to register for an account before you can view this information.
Can you send me one dividend confirmation instead of individual documents?
If your dividends are paid directly into your bank account/building society, we can send you an Annual Dividend Confirmation in November/December each year. If you are already paid electronically and receive individual dividend confirmations, you can register for the Annual Dividend Confirmation by contacting us.
Where can I find details of my dividends for tax purposes?
You can download your dividend confirmation from your Shareview Portfolio.