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 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.
Please write to us confirming your full name along with all relevant bank details. The request must be signed by all named holders and dated before returning to our office.
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 firstname.lastname@example.org to ascertain whether a fee is applicable before forwarding your letter of request.
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
City Centre House
30 Union Street
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.
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
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.
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.
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 email@example.com to advise us accordingly.
In the case of an individual shareholder;
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 shares is less than £20,000, Small Estates paperwork will be necessary. Please call us on 0121 585 1131 to discuss this further.
In the case of a joint holder;
We will require a certificated copy of the death certificate together with the original certificate(s) for the account. Upon surrender of the original certificate(s) we will be able to transmit the shares and produce a new certificate in the sole name of the surviving holder.
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.
We require written notification and a request for a replacement to be issued.