In this section individual shareholders can find all the information and contact details you need to manage your shares. There’s also shareholder offers, the Shareholders Exclusive online magazine and an investor glossary.
New requirements from January 2018
The new Markets in Financial Instruments Directive (MiFID II) legislation comes into force on 3 January 2018. MiFID II regulates firms providing financial services, including shares, bonds, units in collective investment schemes and derivatives. This new legislation focuses on increasing competition and consumer protection in investment services, and giving people a transparent overview of how much they’re paying for those services.
How does this affect you as shareholders?
If you hold shares in BT’s corporate sponsored nominee (EasyShare), BT Global Nominee accounts or Equiniti Investment Accounts/ISAs, you’ll receive a statement quarterly rather than annually.
Shareholders with share certificates will receive quarterly statements for cash residues if they’re in BT’s dividend investment plan.
You’ll also receive an annual statement of fees and charges for accounts and/or investments you hold with Equiniti and where possible these will be electronic statements.
In addition, Equiniti will need to collect extra information from you for share dealing purposes. You won’t be able to trade from 3 January 2018 if you don’t supply this information, including existing instructions such as certain dividend reinvestment services.
You’ll need to supply your date of birth and National Client Identifier (NCI) which is your National Insurance number for UK nationals. Non-UK nationals, and anyone who has multiple nationalities, may be asked for a difference NCI such as tax number, personal identity code or passport number. More information is available online.
Electronic shareholder communications
Being an e-shareholder enables you to receive all your shareholder communications electronically. It's quick, easy and free. You can build, view and manage a full share portfolio online. What's more, e-communications saves BT money which is good news for you as a shareholder. E-shareholding is offered in conjunction with Equiniti Shareview service.
A Shareview portfolio gives you access to a wide range of useful tools and services - including:
- Updating your details securely online
- Online voting
- Access to exclusive articles with your e-Newsletter, such as the recent "Guide to investing in troubled markets"
- The ability to help the environment by choosing paper-free communications
- And much more!
As BT's Registrar, Equiniti manages your shareholding and can help you with many things, from changing an address to buying and selling shares.
Shareholder helpline - for general enquiries call:
Freefone 0808 100 4141
(+44 121 415 7178 from outside the UK)
Textphone 0800 169 6907
(+44 121 415 7028 from outside the UK)
Equiniti, Aspect House, Spencer Road, Lancing, West Sussex, BN99 6DA