Changes in personal circumstances
If you change address
Please write to Capita Registrars, giving your old and new addresses and, if possible, your shareholder reference number. Download Change of Address Form.
You can also log on to www.capitashareportal.com and register your change of address online.
If we do not have a current address for you and your dividends are normally sent to you by cheque, they will be kept in a special account until you claim them. Unclaimed dividends accumulate, but do not earn interest and, after 12 years, you may no longer be entitled to claim them. It is therefore a good idea to ensure that your family and other dependants also keep a record of the shares you own.
If your bank details change
If your dividends are paid direct to your bank or building society account, inform Capita Registrars of any changes to your account as soon as possible. To do this, complete a Request for Payment of Interest or Dividends Form. There is usually one attached to the tax voucher you are sent with each dividend payment or you can download and use the form here.
If you change your name
Please write to Capita Registrars if you change your name for any reason and enclose
a copy of your marriage certificate or other relevant legal document.
If a shareholder dies
We cannot transfer shares until we have received certain information.
If the shares were held solely in the name of the deceased shareholder, send Capita Registrars an ‘office copy’ of the probate or letter of administration which appointed his or her legal representative. This should carry the seal of a court. The name of the legal representative will then be put on the register and the shares can either be sold or transferred to a beneficiary. To transfer the shares, complete and send a Stock Transfer Form to Capita. Download the Stock Transfer Form and Guidance Notes. Please read the guidance notes carefully and if you need help completing this form you should contact an advisor.
If, however, the estate in the deceased shareholder's sole name is below certain limits, the death can be registered through our small estates procedure. This is less expensive. Ask Capita Registrars for the current limits and the procedure. If the shares were held in joint names, send Capita Registrars a copy of the death certificate and they will remove the deceased shareholder's name from the register. The shares will be registered in the name of the surviving holder(s) and the relevant share certificates will be amended.
