How to approach a claim
interactive investor publishes instructions for selected shareholder perks. Ask ii about the company and benefit you want to claim.
Its general instructions ask customers to request benefits by secure message or telephone. The route varies by company, so read any specific instructions in its directory.
ii says some benefits are unavailable in SIPPs and that its directory may be incomplete or change. Confirm the route for your account type and check the issuer’s current terms.
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 interactive investor
This list starts with companies on LSE and AIM. 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 interactive investor. 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.
