Information on shareholder services, financial calendar, shareholder meetings and dividends.
Stock Information Codes
The stock symbol (ticker code) for Lloyds Banking Group plc on the London Stock Exchange is LLOY.
The International Securities Identification Number (ISIN) code for Lloyds Banking Group plc is GB0008706128 and the Stock Exchange Daily Official List (SEDOL) code is 0870612.
Lloyds Banking Group Shareholder Account (LBGSA)
See below for information regarding the changes being made to the terms and conditions to the LBGSA from 21 May 2014
Halifax Share Dealing Limited, part of the Lloyds Banking Group, act as nominee, custodian and execution-only stockbroker for your shares. Halifax Share Dealing is authorised and regulated by the Financial Conduct Authority.
From 21 May 2014, Halifax Share Dealing Limited will be replaced by Equiniti Financial Services Limited as execution-only stockbroker for your shares.
Terms and Conditions
Furthermore, customers using the share dealing services offered by Halifax Share Dealing Limited have additional rights relating to that service. These are explained in the Order Handling Policy and the summary Conflicts of Interest Policy. If you have any questions regarding either policy please contact Halifax Share Dealing Limited.
From 21 May 2014, the Lloyds Banking Group Shareholder Account Terms and Conditions will be updated and replaced with the new Lloyds Banking Group Shareholder Account Terms and Conditions.
April 2014 – Notice of change to the Lloyds Banking Group Shareholder Account Terms & Conditions
Members should be aware of the changes made to the Terms & Conditions highlighted below that will apply from 21 May 2014:
Share dealing services
Share dealing services will no longer be provided by Halifax Share Dealing Limited or governed by the Terms & Conditions. Instead, they will be provided by share dealing service providers nominated by Lloyds Banking Group plc and governed by the terms and conditions of the relevant share dealing service providers. Revised commissions and fees apply, see the section below (‘Share Dealing Facility for the Lloyds Banking Group Shareholder Account’) for details.
The way we communicate with you regarding the availability of Lloyds Banking Group plc documents and other shareholder information is being changed. You should refer to section 4.5 of the Terms and Conditions for further information.
Members of the regular armed forces who are located outside the UK are now eligible to use the Lloyds Banking Group Shareholder Account.
The duties and obligations of Halifax Share Dealing Limited and Halifax Nominees Limited under the Terms and Conditions may be transferred to other companies in the future. You will be notified if this occurs and you will have an opportunity to remove your shares from the Lloyds Banking Group Shareholder Account without charge prior to the transfer. You should refer to section 7.9 of the Terms and Conditions for further information.
Share Dealing Facilities
Lloyds Banking Group offers customers a choice of three share dealing services. You can see a full range of dealing services available using the contact details below:
|Service Provider||Telephone Dealing||Internet Dealing|
Bank of Scotland Share Dealing
0845 606 1188
Halifax Share Dealing
0845 722 5525
Lloyds Bank Direct Investments
0845 606 0560
All internet services are available 24/7 and telephone dealing services are available between 8.00am and 9.15pm, Monday to Friday and 9.00am to 1.00pm on Saturday.
To open a share dealing account with any of these services, you must be 18 years of age or over and be resident in the UK, Jersey, Guernsey or the Isle of Man.
Share Dealing for the Lloyds Banking Group Shareholder Account
Shareholders who wish to sell their Lloyds Banking Group plc shares held in the Lloyds Banking Group Shareholder Account can only do so through the Halifax Share Dealing Service by telephoning 0845 722 5525.
It is no longer possible to purchase shares through the Lloyds Banking Group Shareholder Account. If you wish to purchase further Lloyds Banking Group plc shares you can do so through either Bank of Scotland, Halifax Share Dealing or Lloyds Bank Direct Investments using the contact details above, or an alternative stockbroker of your choice.
Please refer to the terms and conditions of the Lloyds Banking Group Shareholder Account service above.
Equiniti Shareview Dealing
From 21 May 2014, share dealing services for the Lloyds Banking Group Shareholder Account will be provided by Equiniti Shareview Dealing, operated by Equiniti Financial Services Limited.
The service previously provided will be extended from a real-time telephone sales facility to cover online, automated telephone, real-time telephone and postal share dealing services for both the purchase and sale of shares.
The details of these services and rights are set out within the Equiniti Shareview Dealing Service Terms and Conditions.
A summary of the dealing commission and fees that will apply can be found here.
If you have any questions regarding Equiniti Shareview Dealing, please contact Equiniti Financial Services Limited.