Blue Planet investment management

 FREQUENTLY ASKED QUESTIONS

Look to the left of this page for the most commonly accessed information you may need. Otherwise, the following Frequently Asked Question (FAQ) section has ben put together to answer a whole range of commonly asked questions.

However, If you can not find what you are after then please fill out "The E-mail Enquiry" form here.

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  Shareholder Services and Registrar
Savings Plan / Investment Trust Savings Scheme Member Assistance
Shareholder details update or holdings clarify?
Savings Plan / Investment Trust Savings Scheme Member Assistance

The Blue Planet Investment Trust Savings Scheme is managed by Blue Planet Investment Advisers Ltd (BPIA) in the UK, authorised and regulated by the Financial Services Authority, number 171195.  BPIA manages and markets the scheme, but it does not itself handle the administration to admit individuals to the scheme, nor does it hold details of individual Savings Scheme subscribers.

If you wish to update details, or find out about your holdings, you should contact the Savings Scheme Administrator, Equniti Financial Services Ltd, directly .  The contact number for Equiniti is  0871 384 2781 .  Calls to this number are charged at 8p per minute from a BT landline. Other telephony providers’ costs may vary.

Otherwise you should write to the Administrator at:

The Blue Planet Savings Scheme Administrator
Equiniti Financial Services Ltd
PO Box 4605
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6QY


Options for investments through the Investment Trust Savings Scheme include:

• Regular Monthly deposits (minimum of £50)
• Lump sum (minimum of £250)
• Gift application i.e. to grandchild (minimum of £250)
 

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Shareholder details update or holdings clarify?

CAPITA REGISTRARS AND THEIR SERVICES

Capita Registrars are the Trusts' Registrars.  They deal with the administration side of things in relation to each of the Blue Planet Trusts and shareholders can contact them directly.
Capita will deal with:

  • Change of name
  • Change of address
  • Lost/destroyed certificates
  • Shareholder death
  • Confirmation of holding

Capita do not provide valuations – they can only confirm number of shares/warrants held by the share/warrant holder. 

Share prices are found on the main page of www.blueplanet.eu ; the most current data can be obtained from www.londonstockexchange.com  by entering in the name or code of the investment trust, and multiplying the BID price by the number of shares. The London Stock Exchange codes for the Blue Planet Investment Trusts are:

  • BPW - Blue Planet Worldwide
  • BLP - Blue Planet European
  • BPFU - Blue Planet Growth & Income Unit (note that each unit is made up of one share each of the individual investment trusts 1-10, and thus the actual share price is the unit price devided by ten, although the shares are rarely if ever bought and sold outwith the unit).

Note that the Blue Planet Investment Trust share prices are not currently displayed in the Financial Times newspaper or online, but are available in The Times.

Blue Planet Investment Advisers Ltd is Company Secretary to the Investment Trusts, but does not hold details of individual shareholders.  For information on shareholding, including change of details and to notify of the death of a shareholder, individuals should contact the Registrar for the Investment Trusts directly:

Capita Registrars
Northern House
Woodsome Park
Fenay Bridge
Huddersfield
HD80LA
www.capitaregistrars.com
ssd@capitaregistrars.com
 
              0871 664 0300*       
            +44 208 639 3399 (from overseas)       
 
 “(calls cost 10p a minute plus network extras, lines are open 8.30am-5.30pm Mon-Fri)

LOST/DESTROYED SHARE CERTIFICATES

 

As a shareholder, you may hold shares in the Blue Planet Investment Trusts in a nominee account, such as with your broker and the Blue Planet Savings Plan which holds your shares in the name of Lloyds TSB Registrars Savings Nominees Limited.  Otherwise, you will hold your shares in your own name. If shares are held in your own name, a share certificate is issued to you which you must keep carefully, as it is proof of ownership and required to transact in the shares.

 

Capita advises never to sell, transfer or deposit stock without a share certificate; to do so will only result in the rejection of such requests.  Capita levies a charge to issue replacement share certificates; this charge is paid by the shareholder directly to Capita, and the Blue Planet Investment Trusts do not receive any of the fee.

The cost for a replacement share certificate depends on the value of the shares which it represents.  For values over £100, there is a requirement for a countersignatory, which also attracts a fee. See this link to Capita's own website for a table of fees and further information:

 

www.capitaregistrars.com/shareholders/information/faq.asp#faq7.0 

 

The time taken by Capita to issue a new share certificate is approximately three to five working days from the time it receives the correctly completed forms and fees from the shareholder.


CAPITA REGISTRARS - DOWNLOADABLE FORMS
The following forms can be downloaded from Capita Registrars website and returned to Capia Registrars at the address above:

 

Dividend Mandate Form
Change of Address Form
Stock Transfer Form 
 

 

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