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In this section
Shareholder perks and benefits
Important information - please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity's advisers or an authorised financial adviser of your choice. When you’re thinking about investing in shares, it’s generally a good idea to consider holding them alongside other investments in a diversified portfolio of assets.
Shareholder benefits are not a reason to buy a company’s shares, you should always research fully before investing. Fidelity will take all reasonable steps to ensure the information provided below is accurate. However, benefits are subject to change, or can be retracted, at any time without notice. Fidelity accepts no liability for any shareholder perk being unavailable.
Rewards for shareholders
Many companies reward their shareholders with offers and discounts. Here is a list of benefits provided by companies you can invest in through Fidelity. You can also find out how to apply for them and the number of shares you need to qualify.
Whether you apply for your perk through Fidelity or directly through the company you hold shares with, you should know that each company has different terms for applying for benefits. These terms can be found via the links or contact details provided in the list below.
Sometimes there may be a deadline in the terms which tells you the closing date for applying for a perk. If you apply through us, rather than directly through the company, we can't guarantee that we will meet that deadline for you. If there is a perk that you’re aware of that isn’t featured on our page, please contact us.
Big Yellow
|
Minimum shares needed to qualify |
1 |
|
Perk details |
All Big Yellow shareholders are entitled to a discount of 10% at all Big Yellow or Armadillo stores on:*
This is in addition to the standard Big Yellow opening offer of 50% |
|
How to apply for your perk |
To claim shareholder discount, show proof of your shareholding (e.g. an |
Bloomsbury Publishing PLC
|
Minimum shares needed to qualify |
1 |
|
Perk details |
A discount of 35% (off RRP) on all books (print only). |
|
How to apply for your perk |
To claim this discount, complete the application on Bloomsbury's website |
BT Group PLC: perk unavailable on our platform
|
Minimum shares needed to qualify |
1 |
|
Perk details |
Shareholders receive a discount on a range of products and services. |
|
How to apply for your perk |
Unfortunately, this is only available to BT-E shareholders or |
Carnival PLC
|
Minimum shares needed to qualify |
100 |
|
Perk details |
On-board credit on Carnival cruises. The amount of credit available is |
|
How to apply for your perk |
To receive shareholder credits, contact Shareholder Guest Services (P&O) and |
Chapel Down Group PLC
|
Minimum shares needed to qualify |
|
|
Perk details |
|
|
How to apply for your perk |
To receive either of these offers, complete the application form on the Chapel Down Group website |
Fuller, Smith & Turner PLC
|
Minimum shares needed to qualify |
1000 |
|
Perk details |
Shareholders get an indulgence card which gives 15% discount on food and drink in hotels and pubs managed by Fuller’s. Plus, the best flexible rate or standard flexible B&B rate for Beautiful Bedrooms by Fullers and Bel & the Dragon accommodation. |
|
How to apply for your perk |
The Fuller’s indulgence card can be requested from the company secretariat on 0208 996 2105. Or, email company.secretariat@fullers.co.uk. You may be asked for confirmation of your holding. |
Legal & General Group PLC
|
Minimum shares needed to qualify |
1 |
|
Perk details |
A range or discounts and services. Further information on the current shareholder |
|
How to apply for your perk |
Discounts can be arranged by contacting Legal & General directly. You may be |
Marston's PLC
|
Minimum shares needed to qualify |
1 |
|
Qualifying date |
1 December 2023 |
|
Perk details |
You’ll get a book of vouchers, each giving 20% off the total bill in their pubs and restaurants. |
|
How to receive perk |
We’ll automatically claim and send the vouchers to you if you qualify. You need to hold the shares on the qualifying date which is usually in early December to qualify for this perk and the vouchers are normally sent out to shareholders in January. If you buy shares after the qualifying date, you’ll need to wait until the next year to receive the perk. |
Mitchells & Butlers PLC
|
Minimum shares needed to qualify |
1 |
|
Perk details |
Mitchells & Butlers provide a book of vouchers, each giving 20% off the total |
|
How to apply for your perk |
You’ll need to sign up to this service to use the perk. Simply opt in for shareholder voting and information via your secure preference centre. |
Mulberry Group PLC
|
Minimum shares needed to qualify |
500 (Excludes SIPP holders) |
|
Perk details |
The Mulberry Group offer a discount card which gives shareholders up to 20% discount in a range of stores worldwide. This perk is issued in March each year. |
|
How to apply for your perk |
Contact companysecretary@mulberry.com and provide proof of your current shareholding. |
N Brown Group
|
Minimum shares needed to qualify |
1 |
|
Perk details |
A discount of 20% is available on purchases from the Group’s catalogues, dependent on the number of shares owned* *Subject to terms and conditions. |
|
How to apply for your perk |
To receive a discount on your order, complete the Shareholders' Discount Order Form. |
Next PLC
|
Minimum shares needed to qualify |
100 |
|
Perk details |
Shareholders can receive 25% discount on one full-price purchase, without limit, in Next retail stores. When available, this perk is issued in April each year. |
|
How to apply for your perk |
You'll need to sign up to this service to use the perk. Simply opt in for shareholder voting and information via your secure preference centre. |
Renishaw PLC
|
Minimum shares needed to qualify |
1 |
|
Perk details |
Renishaw offer a discount on package holidays booked through the |
|
How to apply for your perk |
Contact Renishaw directly to arrange discounts. You may be asked to |
Restaurant Group PLC
|
Minimum shares needed to qualify |
250 |
|
Qualifying date |
Around April each year |
|
Perk details |
You’ll get a book of vouchers, each giving 25% off the total bill in a number of their pubs and restaurants |
|
How to receive perk |
We will send out the vouchers to qualifying holders in April each year automatically. If you did not receive the voucher please send us a secure message. |
Safestore Holdings PLC
|
Minimum shares needed to qualify |
100 |
|
Perk details |
Shareholders receive a 25% discount off storage. New Safestore customers |
|
How to apply for your perk |
To claim this discount, call 0800 444 800 and quote 'shares'. You may be |
Telecom Plus PLC
|
Minimum shares needed to qualify |
1500 |
|
Perk details |
Telecom Plus offer a special shareholder tariff, approximately 10% lower than the standard rate, and a 10% rebate on non-energy services. |
|
How to apply for your perk |
To claim this discount, complete the Shareholder Discount Application Form. |
Whitbread PLC
|
Minimum shares needed to qualify |
64 |
|
Perk details |
Shareholders can receive a Shareholder Benefits Card. The Premier Inn and restaurant benefits are available through the Shareholder Benefits Card only. This perk is issued in May each year. |
|
How to apply for your perk |
You’ll need to sign up to this service to use the perk. Simply opt in for shareholder voting and information via your secure preference centre. Go to your preference centre, scroll down to shareholder to shareholder voting and information, then opt in using the toggle. |
Young & Co's Brewery PLC: perk currently suspended
|
Minimum shares needed to qualify |
1 |
|
Perk details |
Details of shareholder discounts and offers are mailed to shareholders from |
|
How to apply for your perk |
Unfortunately, this perk is currently suspended. |
Shareholder Perks FAQs
What are perks?
Some UK listed companies offer shareholders additional benefits for investing and holding shares in their company. These benefits are often referred to as “shareholder perks” or just “perks”. Perks can vary from company to company and can range from discounts on products the companies sell to free or discounted services. Some companies require shareholders to hold a certain number of shares before being eligible to receive perks while other companies may have a variety of eligibility requirements and/or holding periods before perks become available. If you hold shares in your Fidelity account, you have the option to register your name and address with the UK registrar via the Broadridge UK Voting and Information Rights Service. This would allow you to receive details of any perks provided by the company where applicable.
How do I get access to my perks?
To elect to receive shareholder communication directly from UK companies when you have a shareholding in your Fidelity account, you are required to sign up to the Broadridge UK Voting and Information Rights Service. To do this you'll need to log in to your online account or go back to your account summary. From here select 'Profiles' from the top of the page and 'Preference centre'. Once in the 'Preference centre' you need to select 'Shareholder voting & information'.
Once you have opted in, you'll receive a one-time key passcode to activate your account. Then you'll need to create a username and password with Broadridge directly. Once you have signed into your Broadridge UK Voting and Information Rights Service you will need to submit your request to receive information rights by post or email. Once you have entered and saved your preferences, Broadridge will automatically issue your name and address details to the UK registrar based on the shares that you hold in your Fidelity account.
It is important to note that Broadridge does not manage the perks on your behalf, and that this process is all managed between the company and the registrar. Please note, it may be a few months before you receive any material from the UK registrar as all mailings are managed via prearranged cycles, for example, at the time of the dividend, in the financial year, or approaching the annual general meeting.
How do I submit shareholder votes for my shares in my Fidelity Account?
We offer access to shareholder voting online via a third party provider called Broadridge. Broadridge will grant you access to all your shareholder rights through their online portal. This an online only service, currently only available on a PC, some tablets and mobile.
This will enable you to submit a proxy vote at an Annual General Meeting/Extraordinary General meetings or alternatively you can elect to attend in person and you'll receive your meeting invitation via recorded delivery to your registered address with us.
To do this you'll need to log in to your online account or go back to your account summary. From here select 'Profiles' from the top of the page and 'Preference centre'. Once in the 'Preference centre' you need to select 'Shareholder voting & information'.
Once you have opted in, you'll receive a one time key passcode to activate your account. Then you'll need to create a username and password with Broadridge directly before receiving direct AGM and EGM notifications for your holdings and proxy voting instructions.
Can I attend company AGM and EGMs?
Yes, as a shareholder you can attend in person if you wish - you can elect to attend these events through the Broadridge Proxy Voting portal, and the letter of representation along with details of the meeting times and venue will be sent to you via your usual preference (email or post), you may be asked to provide a copy of this when you attend the meeting.
When will I receive information about my perks?
Once you have successfully enrolled in the Broadridge UK Voting and Information Right Service, your name and address details will be issued the relevant UK registrar depending on the shares you hold. Broadridge updates the UK registrars with details on a rolling 90-day cycle as pre-agreed with the UK registrars. Each UK registrar may provide details about shareholder perks on a different cycle depending on the agreement that they have with the issue-in company. If, after speaking to the UK registrar, they do not have your details on the nominations register, please contact Broadridge and we can arrange for an ad-hoc nominations register update to be issued to the UK registrar for a particular company.
What is the registrar’s role when it comes to my perks?
The registrar’s role is to issue any material to you as directed by the company. This material can be a copy of the company’s annual report and accounts as well as any details relating to any available shareholder perks. Should you wish to know further details about what perks you may be entitled to you will need to contact the UK registrar direct and ask them what perks are available as a shareholder in the specific company you are invested in. We have listed the contact details below for the UK registrars.
Am I guaranteed the perks as a shareholder via my Fidelity account?
It is the company who determines if they issue any perks to shareholders on the nominations list provided to the UK registrars by Broadridge. When speaking to the UK registrars about your perks, it is important to tell them that you are a shareholder on the nominations register as provided by Broadridge. Please remember that there may be different eligibility criteria for each perk if you hold shares in multiple companies through your Fidelity account.
How do I contact the UK registrars?
Please see below contact details for the main UK registrars:
| Name of Registrar | Email Address | Telephone Helpline Number |
|---|---|---|
| Computershare | webcorres@computershare.co.uk | 0370 702 003 |
| Equiniti | No email support offered | 0371 384 2030 |
| Link Asset Services | shareholderenquiries@linkgroup.co.uk | 0371 664 0300 |
| Share Registrars | enquiries@shareregistrars.uk.com | 01252 821 390 |
Important policies
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
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