Portfolio getting started FAQs

The Shareview Portfolio service allows you to access a range of information about your shareholdings, on registers that we maintain, via the internet. This includes holding details (such as name and address), indicative share prices, recent balance changes and dividend information. It also includes details of employee schemes and corporate sponsored nominees that we administer.

We use software to encrypt any personal data transferred between our site and your internet browser.

You can only gain access to your own information using your Username /ID, date of birth and your Password.

Your Portfolio will also require an activation code before your account functions become active - this will be sent to your home address following registration. You can still log in to your portfolio prior to activation using login details, but you will only be able to view a limited set of information about your holdings.

Additionally through the registration process you will be required to enter some memorable information. In the event of a forgotten or lost Username and / or Password you will be required to enter this memorable information before you can regain access to your Portfolio.

At present there is no charge for using the service. Provided you have a shareholding on one of the participating registers and have a computer with access to the internet, you can create a Shareview Portfolio free of charge.

The Portfolio service is all about giving you access to information about your holdings. Once logged into your Shareview Portfolio you can select the 'Buy/Sell' option in the Quick Links menu and you will be redirected to Shareview Dealing where you will be able to buy and sell shares. Please note that you are only able to add to an existing holding if you are buying shares in a Corporate Sponsored Nominee account.

Users not registered with the Portfolio service can still use the Shareview Dealing service.

If you sell shares on a register that we maintain, the balance will usually be updated in your Shareview holding within a day of the share register being changed. If shares are bought or sold through the market, the share register changes on the 'settlement' date. This is usually 5 or 10 days after the bargain date and is shown on the contract note from the stockbroker or share dealing service making the trade.

You can register for Shareview Portfolio quickly and easily online. You will be asked for the following information in this simple 3 step process:

1

Tell us who you are

Firstly we need you to enter some details so that we can identify your shareholding. The initial view of this page is for someone registering as an individual. If you are registering on behalf of an institution, please click on the relevant link.

Select the first company which you hold the shares in from the dropdown field.

Enter your first and last names.

Select whether you are resident in the UK or not. If you are, then enter your post code.

Select the ‘Set up your account’ button to move on to Step 2.

2

Set up your account

Here you need to provide us with more details about yourself, set up your security information and tell us what your communications preferences are.

Your details

Your name and address details are shown first. If either of these are incorrect, stop the registration process here and change your registered address as we will send an activation code to the address stated.

Enter your date of birth which we use as part of the login details.

Set your website greeting if you wish to be addressed by a particular name.

Enter your email address and preferably, a contact telephone number. Please not we will only use this to answer a query regarding your portfolio and we will not share these details with third parties.

Your security

These details will be used for you to login to your account and also help you retrieve your details in the case of you forgetting them in the future.

Choose a username that you will use to login with. This could be your email address or another one that is easily memorable for you

Choose a password that is between 8 and 15 characters. This must be a mixture of letters and numbers and contain at least one capital letter and one lower case letter

Select 3 memorable questions for yourself and provide the corresponding answers

Your preferences

Select how you would prefer to receive communications for you company shareholding communications – either by post or email.

For every update to your account we will send you a notification by email. You can choose whether to receive these as an HTML email (which includes images and coloured formatting) or purely in plain text.

At this stage you also have the opportunity to read the Terms & Conditions. When you select the ‘Register now’ button you accept these and will proceed to Step 3 where your registration will be complete.

3

Registration complete

The registration process is now complete and your Shareview Portfolio has now been created. From this point on you will be able to use your username, password and date of birth to login to your portfolio.

As a new user you will receive an activation code for your portfolio by post, at the address we have registered for you, within a few days (this will vary for non-UK addresses - these letters are sent by Airmail and then handled by local postal services).

On activating your portfolio you will be able to gain access to your full holding information.

You can still log in to your portfolio prior to activation using login details, but you will only be able to view a limited set of information about your holdings.

You must have a holding on a participating register in your name and address to use the Portfolio service.

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Shareview Portfolio

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Shareview Portfolio
Getting started

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Shareview PortfolioGetting started

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Shareview Portfolio
Getting started