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Shareholder perks, benefits
and discounts
This is a summary of the known shareholder perks available as at February 2023.
Full terms and eligibility should be checked with the registrar. Shareholder perks, terms and eligibility can change or be withdrawn at any point.
To claim a shareholder perk on an investment held with HL, or to ask a question about shareholder perks, call 0117 900 9000, or email us.
Shareholder perks are not reason alone for buying shares in a company. Over time, shares and any income they pay will rise and fall in value, so you could get back less than you invest. If you're not sure if an investment is right for you, please speak to a financial adviser. Find out more about our service and charges.
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Adnams PLC
Minimum shares needed: 1
Qualifying date: Around April each year
Perk details: You’ll get a privilege card giving a 15% discount on Adnams store purchases and on meals and accommodation at Adnams hotels.
How to receive perk: Go to the Adnams website to register. All you need is your email address and the unique broker code which is 202210401.
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Bloomsbury Publishing PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get a discount of 35% off the recommended retail price of all Bloomsbury books
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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BT Group PLC
Minimum shares needed: Certificated shareholders only
Qualifying date: N/A
Perk details: Discounts on a variety of products and services.
How to receive perk: Unfortunately this is only available to shareholders who have a share certificate, so we can’t claim this perk for you.
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Carnival PLC
Carnival perks are now processed through the StockPerks app or website. Carnival no longer accepts requests from us on client's behalf.
Existing requests for shareholder benefits
Any existing requests for onboard credit for a cruise departing before 4 June 2024 (if you requested this before 7 March 2024) have already been submitted to Carnival Corporation by HL. You should have received confirmation that this has been completed.If you already have a request with HL for a cruise departing after 4 June 2024, unfortunately this cannot be submitted by HL and will need to be requested following Carnival’s new process. Please follow the steps below.
How to claim Carnival shareholder benefits:
- Search for ‘Stockperks’ in your device’s App store, or via the link on this Stockperks webpage: www.stockperks.com/carnivalcorp.
- Once you’ve downloaded the app, create a Stockperks user profile.
- Search for ‘Carnival’ in the app and select the cruise line you’re travelling on.
- Click the blue button ‘Validate your portfolio‘, and you’ll be guided through the process of providing your Carnival plc ownership details.
- Once confirmed, you can submit your claim for each eligible booking.
More details about the Carnival Corporation shareholder benefits can be found at www.stockperks.com/carnivalcorp, including how to download the Stockperks app and a video demo of how to upload proof of share ownership in the app.
Stockperks should accept a screenshot of your HL account as proof of your Carnival plc shares. However, if you do need a document with proof of your shares, please contact us.
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Chapel Down Group PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: If you’ve got between 1 and 1999 shares – a Silver shareholder - you’ll receive an annual 25% discount voucher. If you’ve got 2000 shares or more – a Gold shareholder - you’ll receive various discounts off a number of products and services, including up to 33% off wine. All benefits are communicated to shareholders by email.
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it.
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Fuller, Smith & Turner PLC
Minimum shares needed: 1000
Qualifying date: N/A
Perk details: You’ll get a shareholder indulgence card giving 15% discount on food and drink and a 10% discount in any of Fuller's hotels
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it.
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Irish Continental Group PLC
Minimum shares needed: 1,000
Qualifying date: N/A
Perk details: You’ll get a 20% discount on passenger and car ferry services between Ireland and Britain, a 10% discount on passenger and car ferry services between Ireland and France, and a 5% discount on Irish Ferries inclusive package holidays.
How to receive perk: To claim your discount: log-on to www.irishferries.com and make your booking in the normal way.
Once you’ve made your booking, send us a secure message while logged in to your account and ask us for proof of your holding. You’ll need to send this to shareholders@irishferries.com along with your booking reference number to claim the discount.
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Legal & General Group PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: For a full list of shareholder offers please visit their website
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Marston's PLC
Minimum shares needed: 500
Qualifying date: 30 November 2023
Perk details: Shareholders who hold 500 or more Marstons Plc Ordinary shares are entitled to receive a booklet of vouchers. The vouchers provide you with 30% off food at participating pubs.
How to receive perk: We’ll automatically claim and send the vouchers to you if you qualify. You need to hold the shares on the qualifying date which is usually in late November to qualify for this perk and the vouchers are normally sent out to shareholders in January to February time of each year. If you buy shares after the qualifying date, you’ll need to wait until the next year to receive the perk.
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Mitchells & Butlers plc
Minimum shares needed: 1
Qualifying date: 4 December 2023
Perk details: You’ll get a book of vouchers, each giving 20% off the total bill in their pubs and restaurants.
How to receive perk: We’ll automatically claim and send the vouchers to you if you qualify. You need to hold the shares on the qualifying date which is usually in early December to qualify for this perk and the vouchers are normally sent out to shareholders in January to February time of each year. If you buy shares after the qualifying date, you’ll need to wait until the next year to receive the perk.
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Mulberry Group PLC
Minimum shares needed: 500 (Excludes SIPP clients)
Qualifying date: End of March each year
Perk details: You’ll get a discount card giving 20% discount in certain stores
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it. Unfortunately you can’t claim this perk if your shares are in a SIPP
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Next plc
Minimum shares needed: 100
Qualifying date: 1 April each year
Perk details: You’ll get a voucher giving a 25% discount against one purchase, without limit, of full price goods in Next retail stores valid until 31 October in the qualifying year
How to receive perk: You’ll get this automatically in May if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Norwegian Cruise Line
Minimum shares needed: 100 or more
Qualifying date: N/A
Perk details: You’ll receive on-board credit. The amount you’ll get depends on the duration of the cruise.
How to receive perk: If you hold this share with us, please send us a secure message and we shall send you the relevant form and confirmation of your holding. This must be emailed to the company at least 15 days before the cruise date.
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Renishaw PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get discounts on package holidays booked through the company's subsidiary Wotton Travel
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Restaurant Group PLC
The shares were delisted following the takeover at the end of 2023. Therefore, the company are no longer providing a shareholder perk.
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Safestore Holdings PLC
Minimum shares needed: 100
Qualifying date: N/A
Perk details: You’ll get 25% off storage and 20% off merchandise, as long as you’re a new Safestore customer
How to receive perk: If you hold this share with us, please send us a secure message and we’ll provide you the relevant details to apply for the benefit.
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Shepherd Neame
Minimum shares needed: 100
Qualifying date: Around October each year
Perk details: If you’ve got 100-2999 shares you’ll get a Gold privilege card. If you’ve got 3000 shares or more you’ll get a Black privilege card. Each card gives various levels of discount off food & accommodation in their hotels and discounts in their visitor centre
How to receive perk: You’ll get this automatically in October if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Telecom Plus PLC
Minimum shares needed: 1500
Qualifying date: N/A
Perk details: You’ll get a special tariff that’s approximately 10% lower than the standard and a 10% rebate on non-energy services
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Whitbread PLC
Minimum shares needed: 64
Qualifying date: N/A
Perk details: You’ll get a shareholder benefit card which gives free breakfasts in Premier Inns and a 10% discount in Whitbread restaurants
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Young & Co's Brewery PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get discounts and offers mailed to you from time to time
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it