Shareholder rewards and perks.

At interactive investor, we think that the biggest perk of being a shareholder is the ability to vote and attend the AGM. Where else do you get to hold the management of some of Britain’s most powerful brands to account?

Some companies offer rewards to shareholders such as money off. While good to know about, these shareholder benefits are not a reason to invest in a company’s shares, and the offers can be variable.

The information we have collated below on shareholder perks is for information purposes only and is published on a best endeavours basis. Shareholder benefits offered by companies can change, or be withdrawn, at any time and we accept no liability for this. The list below may also not be exhaustive, and some share benefits are not available for shareholders in SIPP accounts due to HMRC tax restrictions around unauthorised payments.

The value of your investments may go down as well as up. You may not get back all the money that you invest. If you are unsure about the suitability of an investment product or service, you should seek advice from an authorised financial advisor.

Tax treatment depends on your individual circumstances and may be subject to change in the future.

Shareholder Benefits Summary

You need to submit a request to us by secure message or telephone to receive a shareholder benefit for your holding. We do not automatically send or apply for shareholder benefits on your behalf.

Adnams

Last Updated: April 2022

Investors with 1 share are entitled to a discount card.

You will receive an introductory letter and broker code in the post from us. You will need to enter your details and the broker code into Adnams’ online portal to receive the card from the company.

Bloomsbury

Last Updated: August 2022

Investors with 1 share are entitled to a discount on purchases from the Bloomsbury website.

You need to enter your details into the Shareholder Benefits form on the Bloomsbury website, citing Interactive Investor in the relevant field. We will provide a confirmation of holdings to the company if required.

Carnival, Norwegian & Royal Caribbean Cruises

Last Updated: December 2021

Investors with 100 shares are entitled to spending credits on their cruise booking.

You need to send your booking reference, sailing date, the ship name, and the ship operator to us no later than 4 weeks prior to the sailing date. We send a request letter to the ship operator, and the company apply credit to your booking which you can spend when you’re on the ship.

Chapel Down

Last Updated: January 2022

Investors with 500 shares are entitled to a privilege card.

We send a request letter and application form to Chapel Down, and the company send the card to you.

Fuller, Smith & Turner

Last Updated: December 2021

Investors with 1000 ‘A’ or ‘C’ shares or 5000 ‘B’ shares are entitled to a discount card.

We send a request letter to FST, and the company send the card to you.

Marston’s

Last Updated: June 2022

Customers with 500 shares are entitled to a voucher booklet.

We post the vouchers to you directly.

Mitchells & Butlers (M&B)

Last Updated: December 2021

Investors with 1 share are entitled to a voucher booklet.

We post the vouchers to you directly.

Mulberry

Last Updated: December 2021

Investors with 500 shares to a discount card.

We sent a request letter to Mulberry, and the company will send the card to you.

Next

Last Updated: June 2022

Investors with 100 shares are entitled to a 25% one-time discount voucher.

We post the voucher to you directly.

The Restaurant Group

Last Updated: June 2022

Investors with 250 shares are entitled to a voucher booklet.

We post the vouchers to you directly.

Shepherd Neame

Last Updated: January 2022

Investors with 100 shares are entitled to a discount card.

We sent a request letter to Shepherd Neame, and the company will send the card to you.

Utility Warehouse

Last Updated: January 2022

Investors with 1500 shares in Telecom Plus are entitled to join a discount scheme.

We post an application form and confirmation of holdings letter to you. You need to complete the form and send it to the company.

Whitbread

Last Updated: February 2022

Investors with 64 shares are entitled to a discount card.

We send a request letter to Whitbread, and the company will send the card to you.

Young’s

Last Updated: May 2022

Investors with 1 share are entitled to annual discount vouchers.

We post the vouchers to you directly.