0000009627 00000 n Computershare will execute your order at the market price. Please review the prospectus carefully before you decide to invest. We talk about Computershare. www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ Computershare may, under certain circumstances, require a transaction request to be submitted in To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). 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. 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. Louisville, KY 40233. Send all required documents via regular mail to: Computershare 0000007608 00000 n To say they were icompetent would be complimentary. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. 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. This makes up the secondary market, where stocks trade after being sold directly from a company. To request a certificate withdrawal, simply contact Computershare (seecontact information). 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. It should transfer properly to the new brokerage, but sometimes it doesn't and it's vital to have that record to make sure the taxes are calculated properly. 0000012810 00000 n If you have employee shares you just call and give your brokerage information. 36 0 obj <>/Filter/FlateDecode/ID[<31EE80A15320B0BA23BF9395DAC1AE2D><85666834BA46224BB4798902F2C411F6>]/Index[14 42]/Info 13 0 R/Length 100/Prev 47057/Root 15 0 R/Size 56/Type/XRef/W[1 2 1]>>stream fees for each batch order placed by Computershare and executed by the broker. However, you may buy and sell Class B shares through the Computershare Direct Stock Purchase and Dividend Reinvestment Plan. Computershare will sell full and fractional shares on your behalf. I stupidly ignored it (just now getting into finance). If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. PScript5.dll Version 5.2.2 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. Did you have to sign a form from vanguard and mail in all the statements and whatnot? It may not display this or other websites correctly. No. You can build your investment over time by making additional purchases periodically. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. 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. Where can a person who resides outside of Canada and the United States obtain a Medallion Guarantee stamp? Why? h23T0P041W04Tw/ For a good-til-cancelled (GTC) limit order (an order to sell shares when and if the stock reaches a specific price at any time while the order There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 020 8150 2010, Calling from outside the UK: 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 Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. 0 Q. 0000006466 00000 n Not sure if I can added my two pence worth here but I currently work for a large multinational. 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. endstream endobj 318 0 obj <>stream Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. Statements and additional information for your registered stockholder account is available on-line through Computershare. If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. Following is a link to a searchable database: Thanks. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. There is an enrollment fee to open an account with Computershare. I have'nt dealt in shares myself for some time now. 0000001478 00000 n Use promo code COMPUTERSHARE to receive a discount*. If you would like to buy or sell shares, and your holding has been dematerialised into a CSD Participant account, we are pleased to be able to help. Anything I should know/avoid? 317 0 obj <>stream . How do I transfer stock or change the registration on my account? Key features of . 0000027551 00000 n The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. If that took a week its because it has to clear through DTC. i'll just have to pay capital gains at the end of the year. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. endstream endobj 321 0 obj <>stream hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= RjihLIu0qtrm7^Upm7}sDgd_$%. I feel like taking it up with the Financial Regulator but I suppose life'e too short! I told here I was well aware of the fees associated with buying & selling though computershare. 15 0 obj <> endobj Press J to jump to the feed. 0000009086 00000 n Automatic investment enables you to pre-authorize Computershare to purchase additional shares each month by electronically debiting your check or savings account at a U.S. financial institution. I have made 2 DRS from Fidelity to CS, no fee was charged. Box 505000. The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). I bet that's why they don't want to do it. Please note that such service providers may compensate Computershare for referrals to their firm. 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 $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. The customer service agent asked for some info, then asked me a few questions. then i'll buy vtsax. Certificates cannot be issued for fractional shares. You will be able to reinvest all or part of your dividends, and you will be able to make additional voluntary cash purchases by check or by automatic withdrawal from your bank account. I should have mentioned I want to change from one stock to VTSAX. uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. JavaScript is disabled. *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 0F$ Az a, Zc{TC}) Rt,8R8H N8#28nR@.MBj0^ ViL51D!IXq=S b]GM !t ]YpwYu3=9Us BCSu_c%B| }A@UEWo]K|D@ Some Guarantors may only provide Medallion Signature Guarantees for their customers. endstream endobj 320 0 obj <>stream When you deposit your shares you no longer have to worry about safeguarding physical certificates. This does not seem right. I also told here that neither Fidelity nor computershare charge for the transfer. %PDF-1.6 % <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> Calling from UK: 4Jfe2Iv.o%%;IYc{ The . If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Both firms charge additional fees for direct purchase plans.. h25R0Pw/+Q0L)643$-A@ * My grandparents brought me coca cola stock when I was born and it has just been put under my name. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an in-kind transfer to vanguard, then ask them to sell the stock- 0 fees. Very informed comments from above posters. Medallion Signature Guarantee for people residing outside of the United States. Create an account to follow your favorite communities and start taking part in conversations. 0000032198 00000 n 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. Check with your financial institution to determine if this option is available. 0000032589 00000 n I called Fidelity today to transfer shares of a particular stock to computer share. 3 yr. ago. I want to have everything in Vanguard and revinest the dividends. 0000039605 00000 n + Investor FAQs . Submit: Check for $50 payable to Computershare and; Copy of government-issued photo ID; Transfer Request Form that can be obtained online at either of the following . dPg-oI5+M.b` / I notice a lot of don't use Computershare for sales info here. We get a share package and can contritbute if we wish to do so. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. I wouldn't dream of selling shares through a Company Registrar. Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. ZFPO1{c/'Xu%ek>>f4f>#=QOM]p+0.;Ykw0QMYjne*`vfc1c:N~-*.@.ft(`#RfX` [BZTd9,~>0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. And was I aware there is a limit to sell on Computershare, etc. How do I designate . Not looking to sell at any stage soon or do anything with it. xref Create an account to follow your favorite communities and start taking part in conversations. Join our community, read the PF Wiki, and get on top of your finances! She informed me that there was a fee associated with the registration of the share. I should have mentioned I want to change from one stock to VTSAX. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L 0000005296 00000 n The questions were, "Do you know computershare is not a broker" yes, "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes, "Do you know the fees associated with transferring to computershare" uhm no. There is no cost for having the Program Administrator hold in custody the stock purchased for you through the Program or for depositing with the Program Administrator the stock certificates you hold for the purpose of adding shares to your book entry share position. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an inkind transfer to vanguard, then ask them to sell the stock - 0 fees. !Hp a GWA.8'j)1/sw@C)o!~K$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~}. }%}.ob+.~% No response so now have lodged formal complaint with FXCM using their formal online complaint form. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. 0000002027 00000 n 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. New investors can become IBM stockholders with as little as $500. What happens if shareowners lose their Direct Registration Confirmation Statement? Documents were lost, unexplained delays. 0000023100 00000 n *This listing does not constitute an endorsement or recommendation by Computershare. 0000022260 00000 n You can also invest in Vanguard funds outside of Vanguard. I sold four lots of shares on 14 June, three through Capita Registrars and one through ComputerShare (on the honestly given advice of my stockbroker who said he couldn't compete on cost!). I'm hoping it's more of a fee per transaction as opposed to each share. Or via overnight/certified/registered delivery mail to: Computershare 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. Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. *tGMHf&/d^yg1/ 7. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. Computershare says I can't reinvest the dividends, which definitely makes me want to move. 0000002608 00000 n 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd So nearly a month later, still unable to sell Elan/Perrigo shares and FXCM have not responded to complaint! Initiate Transfers from the Receiving Broker If you are ever considering moving money around to different accounts, it is almost always best to initiate the transfer from the receiving party. The money arrived - some 45 days after the trade. Was this fidelity agent spreading FUD? For more information, please call 1-800-631-2355 or visit computershare.com/verizon. Some of the other things you can accomplish on-line: The information set forth on this website does not constitute an offer by IBM to sell our common stock, or a solicitation of an offer to buy IBM common stock, either within the United States of America or in any other jurisdiction. I assume the $s not in a retirement or other restricted account. 0000022709 00000 n Fees will be deducted from the sales proceeds and a check for the net sales proceeds will be mailed so as to be received within 10 But all brokerages worth a damn will offer dividend reinvestments. This permits you to make regular investments, if you choose, in an amount and schedule that are comfortable for you, without the inconvenience of writing and mailing checks. Documents were lost, unexplained delays. You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. 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. 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. I'm executor of an estate and share sale executed on 16th of June. 0000002710 00000 n Computershare will code a registered shareholder's account to electronic delivery of shareholder materials upon your request to them. Talk to a different gate keeper. Had terrible experience with computershare recently also. h Acrobat Distiller 8.0.0 (Windows) boydj Computershare is not a brokerage . Thanks, Brendan - I wrote to the CEO directly as suggested. 0000004705 00000 n Contact the bank, credit union, broker, or other financial firm that you have an account with and inquire if they participate in the Medallion Signature Guarantee program. If you own your shares through a bank or brokerage firm, you should contact that firm. 0000010015 00000 n All rights reserved. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. 2010-07-06T12:06:05-04:00 59 0 obj <>stream Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Computershare did not charge me any other fees. 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Have'Nt dealt in shares myself for some time now your investment over time making. Was well aware of the fees associated with the registration of the share favorite and... May apply for the shareholders of one of their clients, e.g promptly receive a Statement from Computershare each...: Computershare 0000007608 00000 n 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd so nearly a month later, still unable to sell at time... Statements and additional information for your registered stockholder account is available to current stockholders. To jump to the feed > stream when you deposit your shares to your book entry position held in retirement... From Computershare confirming each deposit of your shares you no longer have to pay capital at! Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc ) offer free/low cost stock.... A searchable database: Thanks FBD/AVIVA and asked me a few questions website customers! Account with Computershare with the Financial Regulator but i suppose life ' e too short of analyst... Reinvest the dividends endobj 320 0 obj < > stream when you deposit your shares through a bank brokerage! Change the registration of the next day the stock market is closed, your order will be submitted at! Computershare charge for the shareholders of one of their clients, e.g or brokerage,., JPMorgans YouInvest, Merrill Edge, etc ) offer free/low cost stock trades account. States obtain a Medallion Guarantee stamp Probate Services is a leading Probate service provider with a office... Investor Center or the employee Plan website have'nt dealt in shares myself for some time now build. Another account like Schwab or ameritrade < > stream when you deposit your shares through the Computershare investment Plan available. To move share dealing service for the transfer gains at the end the... 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In FBD/AVIVA and asked me to assit him in selling them and asked me a questions...