Investor Relations

Whatever your individual requirements, our specialist Investor Relations services have been developed to enable you to monitor the influential shareholders underlying your Register of Members. This flexible and tailored service is composed of two elements which can either be taken independently or as a complete service.

Section 793 Service

We offer two basic levels of service:

Reactive, where we issue section 793 notices only at your adviser's request and,

Tracking, where we monitor your register of members and issue section 793 notices to holders within agreed parameters, for example new holders in excess of 250,000 shares, or holdings which have moved by more than 1,000,000 shares.

In both cases we will:

  • Issue section 793 notices.
  • Issue reminders if no response is received within agreed timescales.
  • Record section 793 responses on to your section 213 Register of Interests in shares.
  • Follow up any inadequate responses.
  • Advise of any failure by a registered holder to respond.
  • Arrange for inspection and / or copying of the Register of Interests in Shares by third parties on your behalf.

Sharewatch

The Sharewatch service compares an analysis from the clients Register of Members against our comprehensive Investor Relations database, in order to identify the beneficial owners and fund managers underlying registered shareholdings.

What are the features?

  • Identification of underlying beneficial owners.
  • Information can be provided on paper or in PC format.
  • Option to analyse and highlight specific data.
  • Regular or ad-hoc reporting.

What are the benefits?

  • Tailored service to meet your individual needs.
  • Fast production of information (no time delays with sending tapes to brokers for analysis, inputting and printing).
  • 'Pooling' of the data collected on behalf of our clients provides the advantage of access to our specialised database of over 20,000 beneficial owner and fund manager relationships.
  • Equiniti manage the timely investigative and administrative process on your behalf.
  • Up to date and accurate reporting.
  • PC format allows clients to analyse and manipulate data on their own systems.

Your next step

For more information on these services, either speak to your Relationship Manager or contact our Business Development Team.

Do you need help as a Shareholder? Contact our shareholder contact centre on 0871 384 2030**
Do you need more information about share registration services? Click here to email the New Business team
* Calls to this number are charged at 8p per minute from a BT landline. Charges from other telephony providers may vary.
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Equiniti Limited and Equiniti Financial Services Limited are part of the Equiniti group of companies and whose registered offices are Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA. Company share registration, employee scheme and pension administration services are provided through Equiniti Limited, which is registered in England & Wales with No. 6226088. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England & Wales with No. 6208699 and is authorised and regulated by the UK Financial Services Authority -INT-.