Online Donation Form

Phone

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ShareGift Online Form

Completing this form should give us all the information we need to help you transfer your shares.

This form typically takes around 5-10 minutes to complete, please note that if you exit the form at any point your data will be lost. Please use the “Previous” and “Next” buttons on the form to navigate rather than the buttons on your browser.

We recommend that before you get started, you should collect the following details in order to complete the form.

Share certificates or shareholder statements that detail your shareholding. If you have lost your share certificates you should be able to find this information on other documents received from the company, for example dividend vouchers. If you hold shares in a stockbroker’s nominee account, we will not require your account number at this stage
If your shares form part of a deceased estate, a copy of the grant of probate for reference.

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Type

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Donor

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Initial Contact

Do the shares form part of a deceased estate?

Has Grant of Probate been granted on the estate?(Required)

Yes

No

Pending

Probate not required (small estate)

If Grant of Probate is not required for the estate in question, it may still be possible to transfer the shares via a Small Estates Indemnity. Please Contact Us.

We will not be able to transfer these shares until probate has been granted. If you have any queries in the meantime, please Contact Us.

If Grant of Probate is not required for the estate in question, it may still be possible to transfer the shares via a Small Estates Indemnity. Please Contact Us.

Full registered name of holder

Please complete these details as they appear on correspondence from the company

Title

First name(Required)

Middle name(s)

Surname(Required)

Full address at which the shares are registered

Please complete these details as they appear on correspondence from the company

Address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Are there any joint shareholders?(Required)

Yes

No

Joint Shareholder(s) Full names

Deceased details

Please provide the details as they appear on the Grant of Probate

Title

First name(Required)

Middle name(s)

Surname(Required)

Your details

Please provide your name and address for correspondence

Your name(Required)

Correspondence Address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

First named executor

Please provide the details as they appear on the Grant of Probate

Full name of first executor(Required)

Registered address of first named executor

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Are there additional named executors?(Required)

Yes

No

Second named executor

Please provide the details as they appear on the Grant of Probate

Full name of second named executor(Required)

Is there a third named executor?(Required)

Yes

No

Third named executor

Please provide the details as they appear on the Grant of Probate

Full name of third named executor

If there are more than 3 executors named on the Grant of Probate, please provide the names of the additional executors in the “Any other information” section at the end of this form.

Your email address

Email address(Required)

Confirm email address(Required)

The shares

Please complete these details as they appear on correspondence from the company

Name of company shares are held in(Required)

Number of shares held(Required)

Do you hold valid share certificate(s) for these shares?(Required)

You may hold share in certificate form, or they can be held in a Corporate Sponsored Nominee (CSN) where you are sent a valuation of your holding. Alternatively, you might hold these within a Nominee account held with a stockbroker or other intermediary.

How many shares do you hold certificates for?

Shareholder reference number

Also referred to as the Security Reference Number, Unique Reference Number (URN) or Investor Code (IVC) depending on the registrar. This is usually an 8 or 11 digit code and should be found on most correspondence from the company. This is NOT the certificate number.

Has Grant of Probate been seen by the registrars?(Required)

Which broker do you hold these shares with?

Do you have any additional shares you wish to donate?(Required)

Yes

No

Additional shares

Please complete these details as they appear on correspondence from the company

Name of company shares are held in(Required)

Number of shares held(Required)

Do you hold valid share certificate(s) for these shares?(Required)

You may hold share in certificate form, or they can be held in a Corporate Sponsored Nominee (CSN) where you are sent a valuation of your holding. Alternatively, you might hold these within a Nominee account held with a stockbroker or other intermediary.

How many shares do you hold certificates for?

Shareholder reference number

Also referred to as the Security Reference Number, Unique Reference Number (URN) or Investor Code (IVC) depending on the registrar. This is usually an 8 or 11 digit code and should be found on most correspondence from the company. This is NOT the certificate number.

Has Grant of Probate been seen by the registrars?(Required)

Which broker do you hold these shares with?

Do you have any additional shares you wish to donate?(Required)

Yes

No

Additional shares

Please complete these details as they appear on correspondence from the company

Name of company shares are held in(Required)

Number of shares held(Required)

Do you hold valid share certificate(s) for these shares?(Required)

You may hold share in certificate form, or they can be held in a Corporate Sponsored Nominee (CSN) where you are sent a valuation of your holding. Alternatively, you might hold these within a Nominee account held with a stockbroker or other intermediary.

How many shares do you hold certificates for?

Shareholder reference number

Also referred to as the Security Reference Number, Unique Reference Number (URN) or Investor Code (IVC) depending on the registrar. This is usually an 8 or 11 digit code and should be found on most correspondence from the company. This is NOT the certificate number.

Has Grant of Probate been seen by the registrars?(Required)

Which broker do you hold these shares with?

Do you have any additional shares you wish to donate?(Required)

Yes

No

Additional shares

Please complete these details as they appear on correspondence from the company

Name of company shares are held in(Required)

Number of shares held(Required)

Do you hold valid share certificate(s) for these shares?(Required)

You may hold share in certificate form, or they can be held in a Corporate Sponsored Nominee (CSN) where you are sent a valuation of your holding. Alternatively, you might hold these within a Nominee account held with a stockbroker or other intermediary.

How many shares do you hold certificates for?

Shareholder reference number

Also referred to as the Security Reference Number, Unique Reference Number (URN) or Investor Code (IVC) depending on the registrar. This is usually an 8 or 11 digit code and should be found on most correspondence from the company. This is NOT the certificate number.

Has Grant of Probate been seen by the registrars?(Required)

Which broker do you hold these shares with?

Do you have any additional shares you wish to donate?(Required)

Yes

No

Additional shares – (Final)

This form supports a maximum of 5 shareholdings. If you wish to transfer more shares than this, please include details in the “Additional Information” section at the end of the form.

Name of company shares are held in(Required)

Number of shares held(Required)

Do you hold valid share certificate(s) for these shares?(Required)

You may hold share in certificate form, or they can be held in a Corporate Sponsored Nominee (CSN) where you are sent a valuation of your holding. Alternatively, you might hold these within a Nominee account held with a stockbroker or other intermediary.

How many shares do you hold certificates for?

Shareholder reference number

Also referred to as the Security Reference Number, Unique Reference Number (URN) or Investor Code (IVC) depending on the registrar. This is usually an 8 or 11 digit code and should be found on most correspondence from the company. This is NOT the certificate number.

Has Grant of Probate been seen by the registrars?(Required)

Which broker do you hold these shares with?

Do you have a charity suggestion?

Yes

No

Charity name(Required)

Charity number

Would you like to suggest any additional charities?

Yes

No

Additional Charity Suggestions

Add the charity name and charity number (if held) below.

Transfer form

Many share transfers require a physical transfer form with a signature to complete the transfer. If we require you to sign a form, how would you prefer us to send this to you? If you do not have the ability to print a form that we email to you, we can send this by post.

Transfer form delivery preference(Required)

Email

Post

Any other information

Anything else you’d like to let us know about this donation