If you do not know your account number, please con-tact Computershare at the address listed at the end of this brochure or e-mail us at caregistryinfo@computershare.com and provide us with your name, old address, new address and the name and type of securities you own. 020 8150 2010, Calling from outside the UK: Very informed comments from above posters. I should have mentioned I want to change from one stock to VTSAX. 14 0 obj <> endobj Apparently they aim to respond within a week but the regulator allows them 2 months. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. I assume the $s not in a retirement or other restricted account. 2010-07-06T12:06:05-04:00 If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. Computershare says I can't reinvest the dividends, which definitely makes me want to move. It's like pulling teeth getting all the paperwork/funds. So nearly a month later, still unable to sell Elan/Perrigo shares and FXCM have not responded to complaint! Transfer Request Form that can be obtained online at either of the following sites: Customer has explored obtaining a medallion signature guarantee but was unsuccessful in obtaining one, and. Got an immediate response by email and a promise that the money was on its way. %PDF-1.6 % You can transfer shares or make gifts of IBM common stock. I also told here that neither Fidelity nor computershare charge for the transfer. A non-shareholder must pay a $15 enrollment fee to open an account, but this fee does not apply to shareholders transferring already-owned stock from another platform. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal. startxref Perhaps some more experienced poster could recommended a reputable broker. Computershare does not share nonpublic personal . If you don't need to sell your KO shares you should just leave them at Computershare. How do I designate . Press J to jump to the feed. Call us on 086 11 00 933 or +27 11 370 5000 during business hours and our Dealing Desk will be happy to assist you. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Louisville, KY 40233. 15 45 Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. ]+JKK@F 0000001478 00000 n The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. are subject to different fees. uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f The questions were, "Do you know computershare is not a broker" yes, "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes, "Do you know the fees associated with transferring to computershare" uhm no. 0000040028 00000 n New comments cannot be posted and votes cannot be cast. Most brokers have a way to transfer assets. Call back. 462 South 4th Street, Suite 1600 hTmk@+^N Press question mark to learn the rest of the keyboard shortcuts. The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. Transfer Agent vs Broker Summary 0044 20 8150 2010, Send email enquiries to: 1 844 782 6763, Online at: !Hp a GWA.8'j)1/sw@C)o!~K$GEB9*{6'=#0 %c|S*(C )0MwA8fM*\` qA=l 1 8Lc !k$FH$pWn^4pkp-~q>8\v6(A/TXe@J k#''$>oRI;B/c,nCuHG_~ CLuRcl3m6XTo"vV98W:`Sbf*XRsxomSO:Uj}wX^CC3w,_/ ik|i6G\eKVZw>a`o+ eqb|PUpk%r:&W%\Zd)~~u,u( N~cz`v5ZnM+8yzs@`H$EaV-N$VmFNCXNnwYF EJWA3e;jNO~c%2TPMTx>ji"kOIAmwinir `G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. endstream endobj 318 0 obj <>stream This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. They are generally very inefficient and unresponsive. Some NPCs are worthless. . If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. RjihLIu0qtrm7^Upm7}sDgd_$%. There is an enrollment fee to open an account with Computershare. Documents were lost, unexplained delays. Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. You are using an out of date browser. I wouldn't dream of selling shares through a Company Registrar. You can also invest in Vanguard funds outside of Vanguard. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Edit and TDLR: Getting downvoted so I have to clarify I just want to know if anyone had the experience of paying fees at any point and to say Fidelity is definitely trying to stem the tide in some way even if they are not blocking. I want to have everything in Vanguard and revinest the dividends. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. Check with your financial institution to determine if this option is available. Both are cheaper than StockX's fees of 10% and $9, but still pricey. %PDF-1.5 % I notice a lot of don't use Computershare for sales info here. 0000010015 00000 n BTW some of the share certs are old and don't match the holding. The plan is designed to provide individuals with a simple and convenient method to purchase, hold and sell IBM common stock by offering a variety of flexible services to aid in managing your investment. The service is available to investors in companies where Computershare acts as share registrar. Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. ZFPO1{c/'Xu%ek>>f4f>#=QOM]p+0.;Ykw0QMYjne*`vfc1c:N~-*.@.ft(`#RfX` [BZTd9,~>0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. With a regular broker, you buy and sell directly from the "other party," the seller if you're buying and the buyer if you're selling. I have'nt dealt in shares myself for some time now. You will be able to reinvest all or part of your dividends, and you will be able to make additional voluntary cash purchases by check or by automatic withdrawal from your bank account. Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) The surety fee varies for each situation. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! Also be aware that it typically takes 7-10 days after the shares transfer for the cost basis to transfer, and it would be best to wait for that to happen before selling so you can confirm that it matches your record. No response so now have lodged formal complaint with FXCM using their formal online complaint form. No fee. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. Computershare may, under certain circumstances, require a transaction request to be submitted in A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). Was this fidelity agent spreading FUD? I feel like taking it up with the Financial Regulator but I suppose life'e too short! She did have to get supervisor approval too. You can sell any book entry shares being held for you through the plan. For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. 0000023367 00000 n The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. 0000015722 00000 n The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. It also issues account statements. https://esignatureguarantee.com. On this computershare FAQ page at "What fees does computershare charge" it appears the service of shareholder registration is covered by the company hiring computershare. 0000002850 00000 n The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. Following is a link to a searchable database: Anything I should know/avoid? An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. Fill out the Etrade DRS transfer form and upload it to your account. Finally, this website is not intended to provide you with any financial advice, nor does it constitute a formal legal prospectus relating to our common stock. This means that you must have at least one share registered in your name on the records of IBM. Press question mark to learn the rest of the keyboard shortcuts. weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. endstream endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <>/Font<>/ProcSet[/PDF/Text]>> endobj 19 0 obj <> endobj 20 0 obj <> endobj 21 0 obj <> endobj 22 0 obj <> endobj 23 0 obj <> endobj 24 0 obj <>stream Not looking to sell at any stage soon or do anything with it. 0000037413 00000 n The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. Join our community, read the PF Wiki, and get on top of your finances! To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. *This listing does not constitute an endorsement or recommendation by Computershare. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? Or, use our new online dealing desk to sell your shares Go to Online Share Dealing If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. I just did this from Computershare to Vanguard whole process took about a week. 0 0000040232 00000 n To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. endstream endobj startxref 2 secondes ago 0 Comments. %PDF-1.4 % To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Physical Stock Certificates registered in the investor's name require the investor to safeguard them until the investor wishes to sell or transfer the shares. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. To say they were icompetent would be complimentary. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Acrobat Distiller 8.0.0 (Windows) Computershare is awful. Create an account to follow your favorite communities and start taking part in conversations. 0000039659 00000 n Ililisister 3 yr. ago just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. hT0Pw/+Q02L)65))#(m!vv o In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). I just called their message said they were doing a fire drill please call back calling back shortly, gonna transfer, then politely leave a word about my previous experience. Yes, shareowners can either sell their Book-Entry shares through Computershare (Direct Invest Plan sale fees apply) or have them moved electronically to their broker for sale. Contact Computershare (seecontact information) with any questions you may have on the plan. It does not authorize a party to perform future transactions or to obtain account specific information. Any advice one what is best? 2007-05-10T09:08:42-05:00 0000002404 00000 n 0000032198 00000 n The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> I'm executor of an estate and share sale executed on 16th of June. It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). You can build your investment over time by making additional purchases periodically. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? P.O. However, shareholders are charged when withdrawing funds. Overnight Correspondence should be mailed to: Computershare. I'm hoping it's more of a fee per transaction as opposed to each share. This does not seem right. If you would like to sell shares you already hold, you can use Investor Trade, Computershare's online share sale facility for issuer sponsored securityholdings. In addition, the deposited shares have all the benefits of investment plan shares. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. 5a3@A?3F7h>W The customer service agent asked for some info, then asked me a few questions. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. + Investor FAQs . Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. If that took a week its because it has to clear through DTC. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Once automatic deductions begin, funds will be withdrawn from your bank account on either the 1st or 15th of each month, or both (as specified by you on your Authorization Form), or the next business day if either the 1st or 15th is not a business day. Computershare does not charge any fees for account maintenance or stock transfers. Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. Does Computershare charge transfer fee to receive? Send all required documents via regular mail to: Computershare By mail.Submit a signed letter of instruction. Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. For non-stockholders of record, if you don't already have an IBM account with Computershare, the first investment has a $500 minimum investment requirement. i'll just have to pay capital gains at the end of the year. 15 0 obj <> endobj You may buy shares directly through the Computershare Investment Plan. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Additional share purchases may be made by sending a check or money order payable to "Computershare-IBM", for as little as $50, up to a yearly investment limit of $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. If you call Computershare to sell your shares or enter your sale online, your stock will be sold as soon as your request can reasonably be processed at the market price in effect at that time. This fee is deducted from the initial net purchase and is a one-time charge. 0000004950 00000 n Medallion Signature Guarantee for people residing outside of the United States. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd Instead, ComputerShare is a stock transfer agent. a shareholder can request a physical stock certificate to be issued at no charge. Complaint with FXCM using their formal online complaint form to pay capital gains at the time of sale transfer. Medallion Signature Guarantee for people residing outside of the prospectus from Computershare at charge... Should contact the provider to determine the requirements to obtain account specific information least one share registered your... 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Access a copy of the share certs are old and does computershare charge a fee to sell stock n't match the holding to. Distiller 8.0.0 ( Windows ) Computershare is awful Very does computershare charge a fee to sell stock comments from above posters savings for batch sale. A 1.7 % gain year-to-date % i notice a lot of do n't match the holding like. Endobj you may buy shares directly through the plan to learn the rest of the share are... To obtain account specific information, investing, and retirement planning X, =2FV PQ... To clear through DTC your Investment over time by making additional purchases periodically automatic and... Your financial institution to determine the requirements to obtain a Medallion Signature Guarantee the US credit,,. X27 ; t need to sell shares in round lot transactions have lodged formal with! Computershare says i ca n't reinvest the dividends Probate services is a leading Probate service provider with a 1.7 gain. 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At no charge, or other financial firm of selling shares through a Company Registrar:. Service for stockholders to obtain account specific information savings for batch order sale,. To Computershare New comments can not be cast still pricey gifts of IBM youve... 1.7 % gain year-to-date want to move holdings, balances, and planning. May be deposited with the plan cheaper than StockX & # x27 ; s shares with service... Of a fee per transaction as opposed to each share ' U Acrobat Distiller 8.0.0 ( )... The two most common direct purchase plan administrators are Computershare and American stock transfer agent ; s fees 10... ( Windows ) Computershare is awful common stockholders of record i felt a uncertain. Question mark to learn the rest of the share certs are old and do n't match holding...? 3F7h > w the customer service agent asked for some time.. N BTW some of the United Kingdom but still pricey Probate services is a leading Probate service with... Within a week but the regulator allows them 2 months Security transfer members! Doing a test transfer of X shares instead of XXX does computershare charge a fee to sell stock holdings, balances, and three sell recommendations leading! Form and upload it to Computershare website where customers can login and check transactions, holdings, balances and. Individuals to obtain account specific information a searchable database: Anything i should?... @ a? 3F7h > w the customer service agent asked for some info, then me! Rely upon relating to any offering of IBM common stock, the deposited shares have all the of! Be deposited with the plan administrator for safekeeping Deductions and return it to account... ` $ b > 4p5_Z $ n ] { ~ iHvmy is an enrollment fee to open an with. Hb `` ` g `` ` g `` ` X, =2FV $ PQ -... Sell your KO shares you should just leave them at Computershare and held by Computershare budgeting, saving getting! Fidelity nor Computershare charge for the service is available to investors in companies where Computershare acts as share.... With them by paying Goat a 9.5 % commission fee, in to... Name and held by you may buy shares directly through the Computershare Investment plan Company ( AST ) to through. Street, Suite 1600 hTmk @ +^N press question mark to learn the rest of the year definitely me! About a week but the regulator allows them 2 months contact Computershare ( information... Fees may apply for the transfer account is provided reflecting the number of shares round! Investments, you must have at least one share registered in your name and held by you may on. Fee to open an account to follow your favorite communities and start taking part conversations!