Share and Bond Holder Gateway

FAQs

I have lost/mislaid my Share Certificate, what do I do?
I have reported my Share Certificate as missing but now I have found it, what do I do?
How do we notify you that a shareholder has died?
I have changed my name, what is required?
I have not received my Dividend payment?
How do I set up/update direct payments instructions?
I have changed my address, how do I notify you?
I have changed my email address, how do I notify you?
How do I set up/update direct payments instructions?
I require confirmation of a payment or tax information, how can I request this?
How do I update my communication preference?
How many shares do I have and what are they worth?
I have lost a cheque, how do I request a replacement?
I would like to transfer my shares, how do I go about this?
I would like to gift my shares, how do I go about this?

I have lost/mislaid my Share Certificate, what do I do?

Upon receipt of a written and signed request we will arrange for the necessary Letter of Indemnity to be sent for completion. Please note that, depending on the value of the shares, a fee may be payable. There may also be a requirement for the Letter of Indemnity to be counter-signed, a service usually provided by a UK Bank or Insurance Company. Neville Registrars can, however, provide the counter-signature for you as an additional service which allows the Indemnity process to be completed without recourse to a third party.

I have reported my Share Certificate as missing but now I have found it, what do I do?

Where a letter of indemnity has been completed, please send the original certificate back to us as it is now invalid. If you are yet to return the letter of indemnity, please call us on 0121 585 1131 or email info@nevilleregistrars.co.uk to advise us accordingly.

How do we notify you that a shareholder has died?

Upon receipt of a certified copy of the death certificate, the death of the shareholder will be noted upon the relevant Register of Members. In order to update the holding to reflect the executors/administrators details, we will then require a sealed copy Grant of Probate/Administration along with the original Share Certificate(s). Where a shareholder has died without leaving a will and the value of the estate is less than £20,000, Small Estates paperwork will be necessary. Please call us on 0121 585 1131 to discuss this further.

I have changed my name, what is required?

Where a change of name is due to marriage, please arrange for an original copy of your marriage certificate to be forwarded to our offices along with your original share/bond certificate(s). If the change of name is due to divorce, please forward your decree absolute to our offices along with your original share/bond certificate If the change of name results from the issue of a deed poll, please arrange for a certified copy of the deed poll document to be forwarded to our offices along with your original share/bond certificate. Upon receipt of the relevant documentation, the change of name will be recorded, the share/bond certificate(s) endorsed and all documents returned.

I have not received my Dividend payment?

We require written notification and a request for a replacement to be issued.

How do I set up/update direct payments instructions?

How do I set up/update direct payments instructions?

I have changed my address, how do I notify you?

Please write to us confirming your full name along with your old and new address details. The request must be signed by all named holders. Alternatively, you may download a change of address form. Please ensure that the form is signed by all named holders and dated before returning to our office. Please do not forward your share/bond certificate with this request.

I have changed my email address, how do I notify you?

Please write to us confirming your full name along with your old and new email address details. The request must be signed by all named holders. Alternatively, you may download a change of email address form. Please ensure that the form is signed by all named holders and dated before returning to our office. A share/bondholder may send an update request from an existing registered email address providing this is not in relation to a joint holding.

How do I set up/update direct payments instructions?

Please write to us confirming your full name along with all relevant bank details. Alternatively you may download a payment instruction form. The request must be signed by all named holders and dated before returning to our office.

I require confirmation of a payment or tax information, how can I request this?

Payment and tax information can be found on the ‘Payments’ section of this Sharegateway. Alternatively, please write to us or email us at info@nevilleregistrars.co.uk confirming your full name, address and details of the period for which your require payment/tax confirmation.

How do I update my communication preference?

Communication preference options can be found in the ‘Account’ section of this Sharegateway. Alternatively, please write to us confirming your full name, address and communication preferences.

How many shares do I have and what are they worth?

Holding information and an indication of value (where share price information is available) can be found in the ‘Holdings’ section of this Sharegateway. Alternatively, please provide a signed letter of request.

I have lost a cheque, how do I request a replacement?

We will require a signed letter of request . Please note that, depending on the value of the cheque in question, there may be a fee payable for this replacement service. Please call us on 0121 585 1131 or email us at info@nevilleregistrars.co.uk to ascertain whether a fee is applicable before forwarding your letter of request.

I would like to transfer my shares, how do I go about this?

In order to transfer shares to another person or add a joint holder, you will be required to complete a Stock Transfer Form. Where the amount of consideration is greater than £1,000 you may have to pay Stamp Duty which is currently 0.5 per cent of the value of the chargeable consideration (rounded up to the nearest £5). Where stamp duty is applicable, the Stock Transfer Form will need to be sent for stamping, together with your corresponding payment to the following address:

HM Revenue and Customs
Birmingham Stamp Office
9th Floor
City Centre House
30 Union Street
Birmingham
B2 4AR

If you would prefer Neville Registrars to arrange Stamp Duty for you, please send a cheque made payable to ‘HMRC – Stamp Duties’ to our office together with the original completed Stock Transfer Form and share certificate(s). Further information on the payment of Stamp Duty and a Stamp Duty calculator can be found on the HMRC website: https://www.gov.uk/guidance/stamp-duty-on-shares If no consideration has been given, please enter ‘Nil’ where asked for the ‘Consideration Money’. Where the transfer is exempt from Stamp Duty or no chargeable consideration has been given, please ensure that you complete one of the certificates on the reverse of the Stock Transfer Form. Where certificate 1 or 2 has been completed, there is no requirement for the Stock Transfer Form to be sent to HMRC. The completed and, if applicable, stamped Stock Transfer Form should then be forwarded to our office together with the original share certificate(s) for registration.

I would like to gift my shares, how do I go about this?

Please follow the procedure outlined above for the transfer of shares. As no consideration will be given in such circumstances, please enter ‘Gift’ where asked for the ‘Consideration Money’. The completed Stock Transfer Form should then be forwarded to our office together with the original share certificate(s) for registration. The majority of shareholders who request this service gift such shares to The Orr Mackintosh Foundation which specialises in accepting the donation of shares and covers a wide variety of registered charities. Further information on the Orr Mackintosh Foundation can be found on the Charity’s website: http://www.sharegift.org

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