Shareview Portfolio
Your statements

There is no charge for having a Shareview Portfolio and we do not charge to send you quarterly statements, no matter how you choose to receive them. You may be charged for more frequent or duplicate statements issued to you in the post in accordance with the Nominee Service Terms and Conditions.

Under the Markets in Financial Instruments Directive - MiFID II, we need to send four statements a year (rather than one). We are also planning to offer more services through Shareview in the future, so we are encouraging our customers to start using the portfolio now. MiFID II is intended to ensure fairer, safer and more efficient markets and make financial services more transparent.

You can read more at www.fca.org.uk/markets/mifid-ii

If you would prefer us to send all four of your statements each year in the post you can contact us to change your statement preference.

Once we upload a statement to your Portfolio it will be available for 5 years from the date it is uploaded.

Each quarter, we will make a statement available in your Portfolio and send you an email to let you know it is there. There will be instructions on how to get a paper copy, if you want one, in the email. If you wish to receive more frequent paper statements, please contact us for further information including how much this would cost but you can check your holding without cost at any time via your Portfolio.

There is no charge for having a Shareview Portfolio and we do not charge to send you quarterly statements, no matter how you choose to receive them. You may be charged for more frequent or duplicate statements issued to you in the post in accordance with the DRIP terms and conditions.

Under the Markets in Financial Instruments Directive - MiFID II, we need to send four statements a year. We are also planning to offer more services through Shareview in the future, so we are encouraging our customers to start using the portfolio now. MiFID II is intended to ensure fairer, safer and more efficient markets and make financial services more transparent.

You can read more at www.fca.org.uk/markets/mifid-ii

If you hold your shares in certificated form you will continue to receive a DRIP purchase statement along with your new share certificate in the post after every eligible dividend.

If you would prefer us to send all four of your statements each year in the post you can contact us to change your statement preference.

Each quarter, we will make a statement available in your Portfolio and send you an email to let you know it is there. There will be instructions on how to get a paper copy, if you want one, in the email.

Once we upload a statement to your Portfolio it will be available for 5 years from the date it is uploaded.