Becoming a shareholder
Discover how to become a shareholder through 3 forms of share ownership.
The 3 types of shares
When you become a Schneider Electric shareholder, you become the owner of a portion of its capital.
To become a shareholder, 3 ways of holding shares are possible: "direct registered shares", "administrated registered shares" or "bearer shares". Your point of contact depends on the share ownership form that you choose.
Find out all pros and cons of each holding way.
You will be registered in Schneider Electric’s share register and UPTEVIA will maintain your securities account.
Contact
To open an account or to transfer your shares, contact:
- https://www.investors.uptevia.com
- Phone: +33 1 49 37 82 36 or 0 800 00 75 35 (from France)
And use the following forms:
-
Pure registered securities account opening form (pdf, 3.86 Mb) -
Transfer of securities into a pure registered account (pdf, 289 Kb) -
Stock transfer order abroad (pdf, 289 Kb)
Benefits
You are invited to attend the Annual General Meeting and are entitled to double voting rights for shares held for at least 2 years as of December 31st of the year preceding the date of the AGM.
You are fully exempt from any custody and day-to-day management fees:
- Conversion of bearer shares, and share transfers.
- Management of legal proceedings: pledges, donations, inheritance.
- Processing of corporate actions capital increases, and share allotments.
- Dividend payments.
These costs are borne by the issuing company.
Services
UPTEVIA manages your account.
You can place buy/sell orders and vote online* through a secured website/application: https://www.investors.uptevia.com
* As of incurred when placing a buy/sell order by phone, post, or fax.
Contact
Contact your bank/broker to buy Schneider Electric shares on your behalf and ask them to carry out a transfer with this form.
Transfer form (pdf, 824 Kb)Benefits
You are invited to attend the Annual General Meeting and are entitled to double voting rights for shares held for at least 2 years as of December 31st of the year preceding the date of the AGM.
Brokerage and custody fees depend on your financial institution.
Services
Your financial institution manages your shares.
You can vote online for the Annual General Meeting: https://www.investors.uptevia.com
Your shares remain in your own securities account.
I am entitled to a dividend | X | X | X |
I am entitled to vote at the Annual General Meeting | X | X | X |
I will be invited to the General Meeting directly by UPTEVIA | X | X | |
I am entitled to double voting rights for shares held for at least 2 years as of December 31st of the year preceding the date of the Annual General Meeting (AGM) | X | X | |
I have the possibility to vote online for the AGM on the Planetshare website (https://planetshares.uptevia.pro.fr/) | X | X | |
I am exempt of custody fees | X | Depending on institution | Depending on institution |
My shares can be registered in a French PEA (Plan d’Epargne en Actions) or UK ISA (Individual Savings Account) |
| X | X |
I have the freedom to choose the financial institution holding my shares |
| X | X |
I have a single point of contact for different securities held |
| X | X |
Practical tips
- Anyone holding at least 1 share is entitled to participate and vote in the Annual General Meeting. All registered shareholders are directly convened to the meeting. Bearer shareholders are only convened if they hold more than 500 shares. The notice of meeting and voting material is available to everyone on the company website.
- To get the best brokerage fees and custody fees suited to your needs, we advise that you benchmark different financial institutions online.
Favorable tax treatment of shares:
- UK tax residents: Find out more about the ISA (Individual Savings Account)
- French tax residents: Find out more about the PEA (Plan d’Epargne en Actions)
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