How to approach a claim
AJ Bell can provide a proof-of-shareholding letter for a shareholder perk. You still need to check whether the company accepts it.
Ask for the letter by secure message or email dealingservices@ajbell.co.uk. Allow time for AJ Bell to process the request before any claim deadline.
Clause 23.10 of AJ Bell’s terms says it does not pass on shareholder perks or become involved in shareholder interest groups. Providing an ownership letter is a separate service; it does not mean AJ Bell will arrange the benefit for you.
What companies say
The Artisanal Spirits Company
ASC names Hargreaves Lansdown, AJ Bell, interactive investor and Freetrade as ways to buy its shares, then asks you to verify your holding on ASC’s website. It does not explain which nominee documents it accepts. We have not tested any broker’s route.
Perks to check with AJ Bell
This list starts with companies on LSE, AIM and AQSE. It also includes UK companies named in the broker’s claim instructions. Check that the broker offers the exact share you need.
Unconfirmed means we have not established a claim route through AJ Bell. Check the exact share, account type and ownership evidence before relying on a benefit. Companies missing from this list have not been ruled out.
Documented route means the broker publishes instructions. Claim tested means a holder has reported a successful claim. Open the company page for the evidence, its date and any account restrictions.
