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Shareholder Benefits

The loyalty of shareholders is important to the underlying management of a company. In recognition of this, some companies offer shareholder perks such as special discounts, vouchers and free gifts.

How do I Qualify?

To qualify for the concessions that may be offered by quoted companies, there are usually some conditions that apply. It is common for companies to specify a minimum number of shares that must be held in your name before you can become eligible to receive any shareholder benefits. Additional requirements may include your name appearing on the register at a certain date, and/or that you must have held the shares for a minimum length of time.

If you hold a Nominee account (including ISAs and SIPPs) the name on the share register will be the nominee name, therefore, you won't automatically receive the shareholder benefits. Whilst we cannot guarantee incentives or shareholder benefits for shares held in our Nominee accounts, if you make a specific request we will try to obtain the voucher or benefit on your behalf.

A CREST Personal Member Account could be considered as an alternative to a nominee account. You retain all the personal benefits eg. direct communication from companies in which you hold shares but gain access to electronic settlement by nominating a stockbroker to manage your shareholdings for settlement purposes only. Therefore, any perks or benefits you are eligible for will be made available to you direct from the company.

Investing for Perks

There is no obligation for companies to provide their shareholders with these incentives and they can be varied or withdrawn at any time. Although many perks may look attractive, it can be an expensive way of receiving a discount or freebie, particularly if the share price falls.

Investors should look beyond the perks and give serious consideration to the underlying health of the company. Questions you should perhaps consider include:

  • Is there a history of profit and/or a strong prospect for future profit?
  • Is the company operating in a growing sector?
  • Is the company strong in relation to its competitors?

Info Point

Shareholder perks do change from time-to-time, therefore it is strongly advisable that you contact the Company Secretary or Registrar of the relevant company to confirm that the concessions we have listed still apply before you purchase any shares.

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Download

See our Shareholder Benefits examples, last updated 28 SEPTEMBER 2016 (PDF: 89k)

CREST Personal Membership Account (PDF: 153k)

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