Shareholder on the UK register

Please remember to tell Equiniti if you move home. If you have a Shareview Portfolio, you can change your details online.

Alternatively, if you hold 2,500 shares or less, you can change your address quickly and easily over the telephone by contacting Equiniti.

If you hold more than 2,500 shares, please download the form below and return it to Equiniti together with a copy of your share certificate.

• Change of address form

To change your name on the UK share register, please send documents confirming this change (for example, your marriage certificate or change of name deed) to Equiniti.

You should write to Equiniti, sending a certified copy of the death certificate, together with the original Grant of Probate (or a sealed office copy), or the Letters of Administration. Alternatively, you can call Equiniti, to report the death of a shareholder and speak with an agent directly to discuss the steps required.

The name(s) of the deceased person(s) personal representative(s) will be put on the share register while the estate is finalised. Equiniti will then place a temporary marker on the register to ensure that wherever possible, they do not issue further dividend payments or other correspondence in the shareholder's name. They will also send you the forms you need to complete.

If you have a Shareview Portfolio access number and password, you can change your bank details online. Please log on at www.shareview.co.uk and click on 'Change mandate'.

Alternatively, if you hold 2,500 shares or less, you can update your bank details quickly and easily over the telephone by contacting Equiniti.

If you hold more than 2,500 shares, you can download a Bank Mandate Form and return it to Equiniti.

• Bank Mandate Form

You do not have to receive paper shareholder documentation. Many shareholders choose to receive their communications electronically. Equiniti provide a free, convenient online service, Shareview, where you can access your shareholding online quickly and easily.

To register for Shareview just visit www.shareview.co.uk. All you need is your Shareholder Reference Number, which can be found on your share certificate. If you managed your Old Mutual plc shares electronically you will continue to receive your shareholder information in this way.

If you wish to transfer your shares to someone else (for example, your spouse or partner or in an 'off market' sale). As these transactions usually do not involve a stockbroker, a stock transfer form should be completed and returned to Equiniti together with the share certificate.

• Stock transfer form

You should contact our registrars, Equiniti, and ask for a replacement. You will be sent a letter of indemnity to sign and return. A new certificate will then be sent to you. Please note, there is a charge for this service.

If you have more than one share certificate, we can combine these into one for you. Please send them to Equiniti together with a covering letter. There is no charge for this service. Share certificates are sent at your own risk so you may wish to send them by special delivery for added security.

Shareholders with a small number of shares, the value of which can make it uneconomical to sell, may wish to consider donating them to charity through ShareGift. Further information is available by visiting www.sharegift.org, emailing help@sharegift.org or calling 020 7930 3737.

We will target a dividend pay-out ratio of 40% to 60% of post-tax operating profits. We expect to pay an interim and a final dividend each financial year.

It is expected that the final and interim dividends will be paid in the approximate proportions of two-thirds (final dividend) and one-third (interim dividend), of the total dividends payable in respect of a financial year, taking into account the underlying cash generation, cash resources, capital position, distributable reserves and market conditions at the time.

We announce dividends at the same time as the half year and full year results. 

The next dividend is expected to be paid in September 2020. We will announce further details when we publish our half year results in August 2020.

Any dividend election you made on your Old Mutual plc shares will be applied to your Quilter plc shareholding.  If you don’t already mandate your dividend, it is quick and easy to receive any dividends direct to your bank or building society account.

• If you have a Shareview Portfolio access number and password, you can change your bank details online. Please log on at www.shareview.co.uk and click on 'Change mandate'.

• Alternatively, if you hold 2,500 Quilter shares or less, you can update your bank details quickly and easily over the telephone by contacting our registrars using the contact details below.

• If you hold more than 2,500 shares, you can download a Bank Mandate Form and return it to our registrars.

If you wish to receive your dividends in currencies other than pounds sterling please contact our registrars Equiniti.

We are unable to advise shareholders on taxation. Your tax obligations will vary depending on your jurisdiction and financial circumstances.

We recommend all shareholders maintain records of their Quilter plc dividend payments, share purchases and sales. We will issue a consolidated Dividend Confirmation for each financial year with the Final Dividend payment to shareholders who have their dividends paid directly into a bank or building society account. Shareholders who receive a dividend cheque posted to their registered address receive a Dividend Confirmation with each payment.

For further assistance, please speak to an independent professional tax or financial adviser.

You can find out the current value of your shares here.

You can choose to buy or sell your shares through Equiniti’s Share Dealing Service or use your own broker. For more information:

• Buy and sell shares

* Not available to US residents or citizens.