Get Equiniti Postal Share Dealing Form

This guide provides users with a clear and systematic approach to completing the Equiniti Postal Share Dealing Form online. It aims to assist users in accurately filling out each section of the form, ensuring all necessary information is provided for efficient processing.

Follow the steps to accurately complete the form online.

1. Press the ‘Get Form’ button to obtain the form and open it for editing. Ensure that you have the necessary documents ready to facilitate a smooth completion process.
2. Enter the full names of all holders in the designated section at the top of the form. This should include each person's legal name as it appears on their identification documents.
3. Provide the registered address of the first-named holder, including the postcode. This address must match the address associated with the shareholding.
4. Identify the name of the company whose shares you wish to sell in the appropriate field. This is crucial for processing your request correctly.
5. Locate your Holder Reference, which can typically be found on share certificates or other relevant documents, and fill it in the specified area.
6. Indicate the number of shares you wish to sell. If you wish to sell all your shares, write ‘ALL’ in the provided box.
7. Acknowledge the fee structure indicated on the form. Note that the current selling fee is 1.9%, with a minimum charge of £70, and understand that additional charges may apply.
8. Authorize Equiniti Financial Services Limited as your agent to arrange the sale by signing in the designated signature fields. Each holder must sign where required.
9. Complete the National Insurance Numbers for each holder if applicable. If a holder does not have a National Insurance Number, check the box indicating that they are a corporate body if applicable.
10. Provide a daytime telephone number for any queries that may arise during the processing of the form.
11. Review all entered information to ensure that it is complete and accurate before submitting the form. This is critical to avoid any processing delays.
12. Save your changes, and then proceed to download, print, or share the form, ensuring that it is sent to the appropriate address provided in the guidance.

Start filling out the Equiniti Postal Share Dealing Form online now to manage your share transactions efficiently.