Shareholder Perks
The information below was believed to be correct at the time of publishing. However, the companies concerned reserve the right to change their rules and regulations regarding shareholders, or withdraw any concessions at any time. There is normally a period of time before new shareholders become eligible for concessions.
We have included the name and telephone number of the Registrars with each entry so you can check that the perks have not changed before investing. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of investing in shares please seek advice.
If you wish to claim any discount or perk you are entitled to, or have a query regarding any shareholder perk, please contact your Beaufort Securities broker.
Last updated: 14th March 2012
Adept Telecom (ADT)
Sector: Telecommunications
Epic Code: ADTRegistrar: Computershare Investor Services, Bristol Tel: 0870 702 0110
Shares Required: 1,000 shares
All shareholders with a shareholding greater than 1,000 shares are eligible to register for FREE residential line rental, saving £120 per year, subject to an 18 month contract for fixed line calls. For further details or to register for the shareholder benefit scheme contact John Swaite on
[email protected]. Further information on Adept Telecom and the shareholder benefit scheme is available at
www.adept-telecom.co.uk
Aga Rangemaster Group (AGA)
Sector: Household Goods
Epic Code: AGARegistrar: Equiniti, Lancing Tel: 0871 384 2030
Shares Required: 5,000 shares
Holders of 5,000 or more shares are entitled to a 10% discount on purchases totalling £500 or more from Group Shops including Aga, Divertimenti and Fired Earth. Shareholders may make only single application and the maximum discount is £500. The discount is subject to review each year on 30 September. Shares must have been held for a minimum of 90 days on the date of purchase. This offer cannot be used in conjunction with any other offer.
Arena Leisure (ARE)
Sector: Travel & Leisure
Epic Code: ARERegistrar: Capita Registrars, Beckenham Tel: 020 8639 2406
Shares Required: 2,000 shares
In 2008, those with a minimum shareholding of 2,000 shares (as of a record date in December 2007) received eight vouchers enabling half-price entry for one person at any of Arena’s racecourses on any race day, with the exception of 13 September 2008 at Doncaster Racecourse (the Ladbrokes St Leger). Those with a minimum shareholding of 5,000 shares, upon becoming an Annual Badgeholder at one of Arena’s racecourses (excluding Doncaster Racecourse), could obtain a second Annual Badge for the same racecourse at no cost.
Associated British Foods (ABF)
Sector: Food Producers
Epic Code: ABFRegistrar: Equiniti, Lancing Tel: 0871 384 2030
Shares Required: 1 share
Shareholders who attend the Company’s Annual General Meeting, normally held in December of each year, will receive a free gift. The gift typically consists of samples of the Company’s products, including new products, each with a retail value of about £30.
Aviva (AV.)
Sector: Life Insurance
Epic Code: AV.Registrar: Equiniti, Lancing Tel: 0871 384 2953
Shares Required: All shareholders
There are no standard perks offered although special offers are made from time to time.
Beale (BAE)
Sector: General Retailers
Epic Code: BAERegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: 2,500 shares
A 10% discount (5% on electrical products) is given on purchases of up to £5,000 worth of merchandise, which is equivalent to a maximum discount of £500. The scheme is reviewed on an annual basis and eligible shareholders must have a Company account to participate.
Bellway (BWY)
Sector: Household Goods
Epic Code: BWYRegistrar: Capita Registrars, Huddersfield Tel: 0870 162 3181
Shares Required: 2,000 shares (held by a registered holder for a minimum of 12 months prior to reservation of the new home. Shares held in a Beaufort Securities account are NOT eligible to receive the shareholder discount.)
Eligible shareholders wishing to purchase a new Bellway home are entitled to a discount of £2,000 per £25,000 or pro rata on part thereof, of the purchase price. Shareholders must inform the Sales Representative on site when reserving the property that they are claiming shareholder discount.
Bloomsbury Publishing (BMY)
Sector: Media
Epic Code: BMYRegistrar: Capita Registrars, Huddersfield Tel: 0870 162 3131
Shares Required: 250 shares
Eligible shareholders are entitled to 35% off the recommended retail price of all Bloomsbury books.
British Land Company (BLND)
Sector: Real Estate
Epic Code: BLNDRegistrar: Equiniti, Lancing Tel: 0871 384 2143
Shares Required: All shareholders
Shareholders will receive invitations to sponsored exhibitions on an ad hoc basis.
Brown (N) Group (BWNG)
Sector: General Retailers
Epic Code: BWNGRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: All shareholders
Shareholders are entitled to a 20% discount on purchases from the Group’s mail order catalogues. This offer is subject to a maximum saving for holders of up to 1,000 shares of £20; up to 2,000 shares a maximum saving of £40; up to 5,000 shares a maximum saving of £100 and over 5,000 shares a maximum saving of £200; in any calendar year. The normal catalogue value of discounted purchases made by any one shareholder in any one year must not exceed the values stated and is subject to an overriding maximum of £1,000 p.a.
BT Group (BT.A)
Sector: Fixed Line Telecommunications
Epic Code: BT.ARegistrar: Equiniti, Lancing Tel: 0808 100 4141
Shares Required: All shareholders
Shares held in a Beaufort Securities account are NOT eligible for shareholder discounts and offers. To qualify, shares must be held in the shareholder’s own name (e.g. certificated form) and not in the name of a nominee company such as Beaufort Nominees.
Carnival (CCL)
Sector: Travel & Leisure
Epic Code: CCLRegistrar: Equiniti, Lancing Tel: 0871 384 2030
Shares Required: Open to all holders of 100 or more shares
The benefit is an onboard credit, the amount of which will depend on the duration of the cruise. To claim the credit shareholders must provide their name, reservation number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival Plc shares (Beaufort Securities can supply a letter confirming ownership) and the initial deposit to the travel agent or to the cruise line selected.
Character Group (CCT)
Sector: General Retail
Epic Code: CCT Registrar: Neville Registrars Tel: 0121 585 1131
Shares Required: All shareholders
Shareholders will receive a 20% discount for any products purchased online at
www.character-online.co.uk. A promotional code is required and can be obtained from the Company on request.
Close Brothers Group (CBG)
Sector: General Financial
Epic Code: CBGRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: All shareholders
Private shareholders are entitled to a discount on ISAs. Close Brothers will meet the administration charges of the ISA which is operated through Reyker Securities plc.
Fuller, Smith & Turner (FSTA)
Sector: Travel & Leisure
Epic Code: FSTARegistrar: Computershare Investor Services, Bristol Tel: 0870 889 4096
Shares Required: 250 Shares
Shareholders are entitled to a Shareholder Discount Card which offers a 50% reduction on Fuller, Smith & Turner hotel prices (Fri-Sat; 10% Sun-Thur; subject to availability). The Discount Card is issued bi-annually and new shareholders can obtain one from the Company Secretariat. Shareholders are also entitled to a reduction on items for sale in the Brewery Store.
Greene King (GNK)
Sector: Travel & Leisure
Epic Code: GNKRegistrar: Capita Registrars Tel: 0870 162 3100
Shares Required: Minimum 100 shares
Shareholder vouchers are issued once a year to holders on the register at the end of July each year. The vouchers offer discounts on food and drink at Greene King pubs, Loch Fyne Restaurants and Local Pubs.
Groupe Eurotunnel (GETS)
Sector: Transport
Epic Code: GETSRegistrar: Computershare Investor Services, Bristol Tel: 0870 703 0039
Shares Required: 1,000 shares held for three months as at 15 May 2006, where the shareholder elected to have all their shares takes part in the Exchange Offer. New buyers must hold a minimum of 750 shares in registered form for three months as at the date of booking. Therefore shares held in a nominee account, including any shares in a Beaufort Securities account, are NOT eligible to receive the Shareholder discount.
Eligible shareholders are entitled to a 30% discount on standard Eurotunnel tickets for three return journeys or six one-way journeys per calendar year.
Inchcape (INCH)
Sector: General Retailers
Epic Code: INCHRegistrar: Computershare Investor Service, Bristol Tel: 0870 707 1076
Shares Required: 100 shares
Eligible shareholders are entitled to the following discounts:
- 15% discount on service, parts and accessories
- £100 off the retail price of used cars
- £100 off the retail price of new cars
These benefits exclude the Porsche businesses and other exclusive vehicles where availability is limited. In order to qualify for these discounts, shareholders must provide suitable evidence of their status as an Inchcape shareholder prior to the commencement of any negotiations.
International Consolidated Airlines Group (IAG)
Sector: Travel & Leisure
Epic Code: IAGRegistrar: Computershare Investor Services, Bristol Tel: 0870 702 0110
Shares Required: 200 ordinary shares held on the annual qualifying date
A discount coupon is issued to eligible private individual shareholders which entitles the bearer and up to eight travel companions, booking and travelling with them, to 10% off the price of any published British Airways fare.
The flight coupon may be used to reduce by 10% the basic price of any published British Airways fare for a journey from or within the UK. The coupon may only be used towards leisure travel, subject to the normal terms and conditions, but it does offer a reduction on fares in any British Airways class of travel worldwide from UK domestic, World Traveller Plus and Euro Traveller to Club World, Club Europe and First. ‘World Offers’ fares are also included.
Coupons are only redeemable online – they cannot be redeemed through travel agents or over the telephone. For more information, shareholders should visit the website
www.iairgroup.com.
IAG are currently reviewing the Shareholder discount scheme for 2012, once reviewed an update will be posted on the website above.
Irish Continental Group (ICGC)
Sector: Transport
Epic Code: ICGCRegistrar: Computershare Investor Services, Ireland Tel: 00 353 1216 3100
Shares Required: 100 shares
Eligible shareholders are entitled the following discounts with Irish Ferries:
- 20% discount on passenger and car ferry services between Ireland and Britain.
- 10% discount on passenger and car ferry services between Ireland and France (direct sailings only).
- 5% discount on Irish Ferries inclusive package holidays (incorporating travel with Irish Ferries).
These are the maximum discounts available and cannot be used in conjunction with any other discount scheme. Bookings must be made through the website www.irishferries.com. For further information on the terms and conditions of the scheme, please refer to the investor relations section at
www.icg.ie
ITV (ITV)
Sector: Media
Epic Code: ITVRegistrar: Capita Registrars, Huddersfield Tel: 0871 664 0300
Shares Required: All shareholders
Shareholders have the opportunity to participate in a Dividend Reinvestment Plan to use the whole of their cash dividends to buy ordinary shares in the Company in the market at competitive dealing rates. ITV also operate a corporate sponsored Stocks & Shares ISA which offers UK resident shareholders a simple low-cost, tax efficient way to invest in ITV ordinary shares.
Johnson Service Group (JSG)
Sector: Support Services
Epic Code: JSGRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: 200 shares
Qualifying shareholders are given a sheet of discount vouchers worth £50 off their drycleaning. The annual qualifying date is usually in March.
KCOM Group (KCOM)
Sector: Fixed Line Telecommunications
Epic Code: KCOMRegistrar: Capita Registrars, Huddersfield Tel: 0870 162 3100
Shares Required: All shareholders
Shareholders are entitled to an exclusive 10% discount on all goods purchased online or from the Carr Lane shop in Hull.
Laura Ashley (ALY)
Sector: General Retailers
Epic Code: ALYRegistrar: Computershare Investor Services, Bristol Tel: 0870 702 0000
Shares Required: All shareholders
Shareholders discount vouchers are issued at the Company’s discretion. Please contact us for information on current availability.
Legal & General Group (LGEN)
Sector: Life Insurance
Epic Code: LGENRegistrar: Capita Tel: 0871 664 0300
Shares Required: All shareholders
Shareholders receive a 25% discount on Home Insurance; a 12.5% discount on Travel Insurance and a 10% discount on Life Assurance. Shareholders can also receive reduced initial charges of 1% on selected ISAs and Unit Trusts, 1% cashback on selected ISAs and 1% extra allocation on selected Unit Trusts.
Marks & Spencer Group (MKS)
Sector: General Retailers
Epic Code: MKSRegistrar: Equiniti, Lancing Tel: 0845 609 0810
Shares Required: All shareholders (those holdings shares in a nominee account should contact their nominee company, who should in turn contact Equiniti)
Shareholders are currently sent vouchers each year, offering discounts across Marks & Spencer product ranges. These are normally distributed with the January dividend.
Marston’s (MARS)
Sector: Travel & Leisure
Epic Code: MARSRegistrar: Equiniti, Lancing Tel: 0871 384 2030
Shares Required: 84 ordinary shares
Eligible shareholders are entitled to a Marston’s Inns and Taverns Privilege card which entitles the holder to a 20% discount on food and accommodation at participating Marston’s inns and taverns.
Minoan Group (MIN)
Sector: Travel & Leisure
Epic Code: MINRegistrar: Capita Registrars, Beckenham Tel: 0871 664 0300
Shares Required: 5,000 shares held for a minimum period of 1 year (including nominee holders, at the company’s discretion)
Qualifying shareholders are entitled to discounts on property. The discount varies depending on the number of shares and how long they’ve been held, and ranges from:
- 5,000 – 9,999 shares held for a continuous period of 1 year: discount of £7,500 on a 2 bedroom apartment; held for a continuous period of 3 years: £15,000 discount on a 2 bedroom apartment.
- 500,000 plus shares held for a continuous period of 1 year: discount of £135,000 on a 4/5 bedroom coastal village villa; held for a continuous period of 3 years: £175,000 discount on a 4/5 bedroom coastal village villa. Scheme rules and restrictions apply.
Moss Bros Group (MOSB)
Sector: General Retailers
Epic Code: MOSBRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: All shareholders
Shareholders are entitled to a 20% discount on full price merchandise at the company’s retail outlets. A voucher can be redeemed against a number of items on one transaction.
Mothercare (MTC)
Sector: General Retailers
Epic Code: MTCRegistrar: Equiniti Plc Tel: 0871 384 2030
Shares Required: 500 or more
Individual shareholders owning 500 or more Mothercare Plc shares are entitled to a 10% discount in defined denominations on up to £500 of merchandise in Mothercare and Early Learning Centre stores, by phone or online. This is given in the form of an annual shareholder discount voucher booklet.
Mulberry Group (MUL)
Sector: General Retailers
Epic Code: MULRegistrar: Computershare Investor Services, Bristol Tel: 0870 702 0003
Shares Required: 500 ordinary shares
Shareholders can benefit from a 20% discount in the following stores: New Bond Street, London; Brompton Road, Knightsbridge, London; Gees Court, St Christopher’s Place, London; Westbourne Grove, London; Multrees Walk, Edinburgh; Swinegate, York; Bicester Village, Bicester; Shepton Mallet, Somerset; Ingram Street, Glasgow; County Arcade, Leeds; Cheshire Oaks and own stores in Europe.
National Grid (NG.)
Sector: Gas, Water & Multiutilities
Epic Code: NG.Registrar: Capita Registrars, Huddersfield Tel: 0871 664 0500
Shares Required: All shareholders
National Grid operates a Shareholder Networking programme, the aim of which is to allow shareholders to gain a better understanding of the business.
The programme runs over two days and includes visits to operational sites and presentations by senior managers and employees. Participants also have the opportunity to meet and question Directors during the programme, the costs of which (including shareholder travel to and from the event) are covered by National Grid. The programme normally operates during early December. Participants will be selected by ballot from those applying, with priority given to those who have not recently attended.
Next (NXT)
Sector: General Retailers
Epic Code: NXTRegistrar: Equiniti, Lancing Tel: 0871 384 2164
Shares Required: 500 ordinary shares
The Company offers a discount voucher to holders of 500 or more Next Plc ordinary shares as at 1 April each year. The voucher entitles holders to a 25% discount against most purchases at any one time of full price merchandise in Next Retail stores. The voucher has no monetary purchase limit and expires on 31 October of the same year.
Persimmon (PSN)
Sector: Household Goods
Epic Code: PSNRegistrar: Computershare Investor Services, Edinburgh Tel: 0870 702 0010
Shares Required: 1,000 shares (held for at least 12 months)
A 2% discount is available to eligible shareholders on the price of a new property, subject to a maximum discount of £4,000 in any 12 month period. Shareholders must inform the Sales Negotiator on site when reserving their home that they are claiming the shareholders discount.
Renishaw (RSW)
Sector: Electronic & Electrical Equipment
Epic Code: RSWRegistrar: Equiniti, Lancing Tel: 0871 384 2169
Shares Required: All shareholders
Company offers approximately 5% discount on package holidays with various ABTA bonded companies. Also discounts are offered on some flights, hotels, accommodation and rail tickets.
Restaurant Group (RTN)
Sector: Travel & Leisure
Epic Code: RTNRegistrar: Equiniti, Lancing Tel: 0871 384 2030
Shares Required: All shareholders
Shareholders can claim a voucher that will entitle holders to a discount when spending £5 or more in Frankie & Benny’s, Chiquito, Garfunkel’s, Restaurant Group Pub restaurants and Concession outlets.
Rio Tinto (RIO)
Sector: Mining
Epic Code: RIORegistrar: Computershare Investor Services, Bristol Tel: 0870 702 0000
Shares Required: All shareholders
Private Rio Tinto individual shareholders can benefit from a corporate nominee service and a dividend reinvestment plan, offered in conjunction with Computershare.
The company also offers a corporate ISA for UK residents wishing to hold Rio Tinto shares in an ISA account and a low cost dealing service, both through Stocktrade.
Safestore Holdings (SAFE)
Sector: Real Estate Investment & Services
Epic Code: SAFERegistrar: Capita Registrars, Huddersfield
Shares Required: 100 shares
25% off storage cost plus 25% off all boxes and packing materials. No minimum stay required. New customers only. Only one offer per customer. Offer can be amended or suspended by Company, and will be reviewed at the end of each year.
Santander Group (SAN)
Sector: Banks
Epic Code: SANRegistrar: Santander Nominee Services Tel: 0870 532 9430
Shares Required: Currently not available in respect of shares held in a Beaufort Securities account
With every quarterly dividend payment notification, shareholders receive the Shareholder Focus magazine which includes special shareholder offers, competitions and prize draws.
Shepherd Neame (SHEP)
Sector: Travel & Leisure
Epic Code: SHEPRegistrar: Computershare Investor Services, Bristol Tel: 0870 702 0000
Shares Required: 100 shares
Privilege cards will be issued to holders of Shepherd Neame shares in October of each year until further notice. Holders of 100 shares and up to 2999 shares will be issued with a Gold Privilege Card and holders of 3000 or more shares will receive a Black Privilege Card. The cards will entitle holders to a discount at participating pubs and hotels and the visitor centre shop. Full details of the available discounts can be found at the Company’s investor relations area at
www.shepherdneame.co.uk.
Signet Jewelers (SIG)
Sector: General Retailers
Epic Code: SIGRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: All USD0.18 Common Shareholders
Shareholders will receive a Signet Group Shareholder Discount Card which entitles them to a 10% discount in all H.Samuel, Ernest Jones and Leslie Davis stores.
Stanley Gibbons Group (SGI)
Sector: General Retailers
Epic Code: SGIRegistrar: Capita Registrars, Beckenham Tel: 0871 664 0300
Shares Required: All shareholders
Shareholders are offered an additional 1% per annum return on the company’s rare stamp and autograph investment contracts. In addition shareholders are offered free Strand Saver Cards. This entitles the holder to a 10% discount on a range of products all year round, with a 20% discount on “Double Discount Days”.
Telecom Plus (TEP)
Sector: Fixed Line Telecommunications
Epic Code: TEPRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: 2,500 shares held in own name or nominee account (non-corporate shareholders only)
Each December shareholders will receive a credit equal to 10% of the total spend with Telecom Plus that year. This is subject to certain conditions, principally that shareholders held more than 2,500 shares in the Company on 1st January and held them until 31st October.
Tesco (TSCO)
Sector: Food & Drug Retailers
Epic Code: TSCORegistrar: Equiniti, Lancing Tel: 0871 384 2976
Shares Required: All shareholders
A small gift will be given to shareholders attending the Annual General Meeting.
Thomas Cook Group (TCG)
Sector: Travel & Leisure
Epic Code: TCGRegistrar: Equiniti, Lancing Tel: 0871 384 2154
Shares Required: 500 shares held for a minimum of 6 months prior to booking
Eligible shareholders are entitled to a 10% discount on the latest retail high street price of holidays. Nominee shareholders will need to be able to show proof of ownership from the nominee. The shareholder booking line is 0844 800 7003.
Thorntons (THT)
Sector: Food & Drug Retailers
Epic Code: THTRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: 200 shares
Qualifying shareholders can claim a sheet of vouchers entitling them to discounts in Thornton’s shops, franchises and cafes in the UK and Republic of Ireland.
Toye & Co (TOYE)
Sector: Personal Goods
Epic Code: TOYERegistrar: Capita Registrars, Huddersfield Tel: 0871 664 0300
Shares Required: 250 shares
Eligible shareholders receive 15% off stock items when paying by cash or cheque, and 10% off when paying by credit card. Discounts are not available on bespoke or made-to-order products.
TUI Travel (TUI)
Sector: Travel & Leisure
Epic Code: TUIRegistrar: Equiniti, Lancing Tel: 0871 384 2030
Shares Required: In order to qualify for the scheme, private shareholders (including those holding through a nominee account) must hold at least 500 ordinary shares in the Company on the date of booking the holiday and must have been on the register of shareholders for a minimum period of one year on that date.
Eligible shareholders are entitled to discounts (which are subject to change) when booking holidays for TUI Travel brands through the dedicated Shareholder Discount Line on 0844 800 3104. An up-to-date list of TUI Travel brands can be found at www.tuitravelplc.com under the ‘Investors’ and then ‘Shareholder Information’ tabs and selecting the Shareholder Discount menu option.
Whitbread (WTB)
Sector: Travel & Leisure
Epic Code: WTBRegistrar: Capita Registrars, Beckenham Tel: 0870 162 3100
Shares Required: 64 shares
A sheet of vouchers offering discounts at its various brands including Premier Inn, Costa, Brewers Fayre, Beefeater and Table Table.
These are normally distributed with the Annual Report, usually in May.
Young & Co’s Brewery (YNGA)
Sector: Travel & Leisure
Epic Code: YNGARegistrar: Computershare Investor Service, Bristol Tel: 0870 707 1420
Shares Required: All shareholders
Details of shareholder discounts and offers are mailed to shareholders from time to time.
