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The table below show what services the major investment platforms offer clients for information and voting rights on their holdings.
Platform Name: Can you ask the platform to notify you of upcoming general meetings for your shareholdings, or does the platform do this anyway? Is there a charge for this service? Can you ask the platform to automatically send you electronic copies of annual and interim reports, and circulars for your shareholdings? Is there a charge for this service? Can you ask the platform to automatically send you paper copies of annual and interim reports, and circulars for your shareholdings? Is there a charge for this service? Can you instruct the platform to vote on resolutions put to general meetings on your behalf? Is there a charge for this service? If voting is offered, is this through a simple electronic form, or is it more cumbersome to do so, e.g. by having to send a message with detailed voting instructions? Will the platform issue letters of representation so that you can attend, speak and vote at general meetings? Does the platform provide a standard electronic mechanism for requesting LoRs, or do specific messages have to be sent? Is there a charge for providing a LoR? AJ Bell YouInvest no – sometimes notified no no na no na yes no Unless you wish to vote for all resolutions in the same manner, a message has to be sent. yes a message must be sent no Hargreaves Lansdown no na no no no no yes no send an email -but it works fine. And for capital raises etc, there is a specific form to be filled out with detailed explanation Yes, and they are (now) quite efficient about it in the email system, it is one of the dropdown choices no charge HSBC no na no na no na Don’t know Don’t know no no na IG stockbrokers (direct client) no na no na no na yes, with difficulty no message and begging yes no £100 i-dealing no na no na no na no na no no na Interactive Brokers no na no na no na no na no no na Interactive Investors yes no yes no yes no yes no electronic form yes yes, standard mechanism no Natwest Stockbrokers no na no na no na by special request only possibly special request yes no – special request possibly The Share Centre not reliably no no na yes no yes no electronic form yes yes – but may not cover AIM companies no
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