Warning to Shareholders
Aviva and our Registrar, Computershare, have been contacted by a number of our shareholders regarding calls they have received from Oak Tree Finance regarding their Aviva shareholdings.
Oak Tree Finance/Oak Tree Financials are listed on the FCA website as a firm the FCA believes has been providing financial services or products in the UK without their authorisation.
We advise shareholders to be very cautious of any cold calls they receive regarding their shareholdings or investment opportunities.
You may wish to report any such calls using the FCA share fraud reporting form.
Aviva undertakes a mailing programme with Georgeson
We would like to confirm that further to the present shareholder tracing programme with Georgeson, Aviva has now extended this to previous Friends Life shareholders. The exercise is scheduled to start later this month, and we can assure any shareholders contacted by Georgeson that this exercise is authorised by Aviva.
Any queries in respect of the exercise should be directed in the first instance to the Georgeson helpline which is 0800 953 0077. Should you wish however, to contact Aviva directly, regarding any correspondence you have been sent, please e-mail us at firstname.lastname@example.org.
Changes to Computershare Investor Services PLC Terms and Conditions
We need to make you aware of some changes to the Terms and Conditions of the Aviva Share Account and the Aviva Dividend Reinvestment Plan administered by Computershare Investor Services PLC.
The revised Terms and Conditions and FAQs are available to view and download below:
Aviva Share Account (PDF 275.8 KB)
The Aviva Dividend Reinvestment Plan (PDF 226.0 KB)
Changes to the Terms and Conditions FAQs (PDF 118.6 KB)
Please note that you will need to have Adobe Acrobat Reader software installed on your computer, or any other web-enabled device, in order to be able to download documents from the Aviva website.
You don’t need to do anything, but if you have any questions or would like to receive a hard copy of the Terms and Conditions, please contact Computershare.
The changes to the terms and conditions are driven by regulatory changes introduced by the Financial Conduct Authority (FCA) relating to the way authorised and regulated firms should manage any assets (cash and/or shares) held on behalf of customers. The new regulatory changes are also designed to ensure that if a firm enters into insolvency, the greatest proportion possible of client assets are returned to clients and the process to return the assets is completed as quickly as possible.
Computershare Investor Services PLC is authorised and regulated by the FCA, therefore the Terms and Conditions for the services they provide have been updated where they hold cash and/or shares on your behalf. The updates that have been made to the Terms and Conditions do not reduce the levels of protection that were provided previously. However, for a limited period until 2 November 2015, you will be able to withdraw your shares from the Aviva Share Account and receive a share certificate, free of charge.
Welcome Friends Life
On 13 April 2015, shareholders of Friends Life Group Limited were issued with new Aviva ordinary shares. Information detailing the acquisition will have been sent to all former Friends Life shareholders on 17 April 2015.
As a new shareholder of Aviva, we would like to welcome you and introduce you to the Shareholder Services section of the Aviva website.
Here you will find information regarding your new Aviva shares such as details of dividend payments, information on how to elect to receive electronic communications, relevant contact details and Frequently Asked Questions.
We hope you find the Shareholder Services site useful and informative.
As an Aviva shareholder, you help make us what we are today. Our shareholder offers let us thank you for your support while keeping you covered every step of the way. Find out more about your special shareholder offers.
Just make sure you have your shareholder reference number to hand. You’ll need this to access your shareholder benefits.
Further details of the offers available to shareholders in the shareholder offers leaflet (PDF).
2015 Aviva General Meeting – Friends Life Proposed Acquisition
The General Meeting will take place at 11am on Thursday, 26 March 2015 and will be held at the Queen Elizabeth II Conference Centre in London.
For further details of the recommended all-share offer for Friends Life Group Limited by Aviva plc and the General Meeting for Aviva shareholders please see Aviva General Meetings - Friends Life Acquisition.