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Shareholder forms

Useful forms to help you manage your shareholding and update your personal details.

Shareholders on the UK register

You should complete and follow the instructions on the change of address form and return it to our Registrars.

If you need help completing the form or are unclear about the requirements, please contact our Registrars, who will be able to help you.

Change of address form

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.

Bank mandate form

To transfer ordinary shares held by share certificate, please download this form and return it to Equiniti.

Stock transfer form

Shareholders on the South African register

You should complete and follow the instructions on the change of address form and return it to our Registrars.

If you need help completing the form or are unclear about the requirements, please contact our Registrars, who will be able to help you.

Change of address form

For your security, Quilter will only pay your dividend to the bank account registered with Link Market Services. You can register your bank details by going online or by contacting JSE Investor Centre as set out here.

Change of banking details form

You need to contact our Registrars, who will tell you what information and documents they need in order to effect the transfer.