I have a few hundred shares in Aviva. Some came when it demutualised c1997 but also took more as part of my Mother's estate. Those two holdings were merged under the same reference etc.
There's a further holding of 16 shares from a small demutualisation holding in the estate of an aged aunt split four ways on her death. For whatever reason they were never merged.
Spoke to their Registrars today to try and get them together. However while the main holding are in my full name, including my middle forename, the 16 are just forename and surname. All the other details match.
I'm told I need a Statutory Declaration, sworn before a Notary, to say we're the same person.
More faff than it's worth considering I don't want to sell. It's no skin off my nose if they're sending me every piece of shareholder messaging twice at their cost.
Is this likely to be right or is it a case of 'computer says etc....'
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Sounds like computer says no - to merge shares I assume the rule is the holdings have to be in identical names, not just "similar".
Can you not simply change the name on the share holding, then merge the holdings.
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Around £60 for a Notary to do that. Do you know a JP ?
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I thought I read it was a fiver. That did seem awful cheap!!
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I was out riding with a local JP the other day and Notary fees came up in conversation ! :-@
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This seems to indicate a fiver too, if you don't go to a notary.
notary.co.uk/full-guide-to-statutory-declaration/
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Merging Two Shareholdings - Terry
