If you are a Stockbroker/Nominee Company acting on behalf of a Client

ShareGift is now routinely used by brokers and their custodians, not only for client odd lots, but also to assist with errors accounts. We also assist investment banks with in-house errors accounts. Although small unwanted holdings are the focus of our work, we can help with larger donations of shares.

If the Shares are held Electronically
Email us the details of the stock, including Sedol code, and we will arrange the trade & settlement dates.

Foreign Shares
ShareGift can accept many foreign shares as well as listed UK stocks. We arrange the electronic transfer of foreign stocks through our custodians, TD Waterhouse Corporate Services, but please contact us first and we will pass on the instruction. For further information on foreign shares please click here.

If the Shares are Residual
Please send a certificate re-registered into our name.

Setting up an Internal ShareGift Account
A number of brokers/nominee companies have found it useful to set up an internal account for ShareGift, either as a suspense account or as a fully operating dealing account, to speed up the process of transferring shares from individual client accounts. This also has the benefit of reducing work and costs involved on both sides by reducing the number of CREST transfers required, since holdings can be amalgamated internally before transfer. We are happy to work with your organisation on the best mechanism for you. Please contact us for further information or assistance.

Introducing ShareGift to your Clients
ShareGift is increasingly used by companies via their registrars as an option for smaller shareholders whose holdings are not worth selling. Similarly, nominee companies may wish to promote the ShareGift solution to clients holding stocks in the nominee which may otherwise be held indefinitely within their accounts, attracting custodial charges. We are happy to help you with any wording relating to ShareGift in your literature, but if you write your own, we would be grateful if you could check any ShareGift references with us before publication.

Should your client wish to suggest a charity to benefit in the future from ShareGift, please include details of the charity concerned when you transfer stocks to us. We are happy to send thank you letters to your clients if this is thought appropriate. Please provide us with the necessary details.