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The Financial Conduct Authority (FCA) will change the way in which investors submit the form for notification of major shareholdings from Q1 2021. Its updated webpage on submitting investor notifications sets out information on this.

Under DTR5.1.2, certain shareholders and holders of financial instruments are required to notify an issuer of dealings in that issuer’s securities. Investors currently inform the issuer using Form TR-1. For issuers on the main market of the London Stock Exchange, the form must also be emailed to the FCA.

The FCA is developing a new online portal for submission of these investor notifications. Once the new system is live, investors will have to complete an electronic TR-1 Form and submit it via the portal.

Investors will have to complete a 2-step registration process to use the portal. The FCA has published a registration guide to help investors prepare for the new system.

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Antonia Kirkby

Professional Support Consultant, London

Antonia Kirkby
Michael Jacobs photo

Michael Jacobs

Partner, London

Michael Jacobs
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Alan Montgomery

Partner, Co-Head Pharmaceuticals, Co-Head of India Practice, London

Alan Montgomery

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Antonia Kirkby photo

Antonia Kirkby

Professional Support Consultant, London

Antonia Kirkby
Michael Jacobs photo

Michael Jacobs

Partner, London

Michael Jacobs
Alan Montgomery photo

Alan Montgomery

Partner, Co-Head Pharmaceuticals, Co-Head of India Practice, London

Alan Montgomery
Antonia Kirkby Michael Jacobs Alan Montgomery