Share Application Form
This form permits you to apply for shares as an individual, on behalf of a company, or to gift to another named person or child, i.e. a Giftee, whose details you can input on Section B. SECTION A - Details of the person completing this application If this is a joint application, 2nd and subsequent investors should be listed here with full name and address SECTION B - Gifting shares (optional) This section should be completed if you would like to purchase shares for somebody as a gift. only If you are not buying shares as a gift, move to section C Giftees Full Address SECTION C - Nomination on death
This section should be completed if you would like to nominate a person to receive your shares on your death. Please note a nomination can only be made on shares to the value of £5000, all shares above this value must be treated as part of your estate on death.
You can nominate a person to whom you wish your shares to be transferred on your death. Your wishes will be respected as far as the law and our Rules permit. Alternatively, you can nominate The Bell at Pensax Community Pub Limited as the recipient on your death. If left blank the shares will be treated as part of your estate. Nominee's Full Address I understand that these instructions can only be revoked or amended in writing to the Secretary of the CBS at the Registered Office. SECTION D - Selecting the value and paying for shares
In this section, you can confirm the total value of shares (based on £250 per share) you wish to apply for and also confirm payment details (please note payment can only be accepted in GBP and that non-UK residents will be subject to identity checks). For traceability, we prefer online payment via BACS but cheques are also accepted. Once your money is received it will be acknowledged and held on deposit by The Bell at Pensax Community Pub Limited. If the purchase of the pub does not proceed, it will be returned in full. How to make payment
There are two ways to provide payment (please note payment can only be accepted in GBP and that non-UK residents will be subject to identity checks). For traceability, we prefer online payment via BACS but cheques are also accepted. Once your money is received it will be acknowledged and held on deposit by The Bell at Pensax Community Pub Limited. If the purchase of the pub does not proceed, it will be returned in full.
Before sending payment, you now need to create a unique reference ID that must be used when completing your bank transfer or to be written on the back of the cheque. This will help us to identify your payment
● First character of first name (e.g. M for Mary)
● First 3 characters of surname (e.g. SMI for Smith)
● Last 4 numbers of your phone number (e.g. 1234)
● This example would generate the reference: MSMI1234
Please send payments using the details below. Our account details will only be shared on the application form, when making payment, ensure you have an exact match using our account name before making any transfer.
The Bell at Pensax Community Pub Limited BACS Details (Lloyds Bank)
Account name: The Bell at Pensax Community Pub Limited
Sort code: 30-99-50
Account number: 61027960
For International payments (in GBP ONLY)
Cheques are payable to The Bell at Pensax Community Pub Limited and must be posted to The Treasurer, The Bell at Pensax Community Pub Ltd, Westcroft, Bank Lane, Abberley, Worcestershire, WR6 6BQ. Remember to write your unique ID on the back.
SECTION E - Confirmations
All must be ticked to allow us to process and manage your investment
Confirmation of receipt of the application will be received immediately, confirmation that payment has been received will be within 5 working days by email as we reconcile payments with applications. Share Certificates will be forwarded either by email or by post after the sale has be completed.
By signing the application form you confirm that you will provide proof of identity and address if required.
We are not obliged to accept your application. We may also choose to issue less than the full number of shares you have applied for.
Data Protection Policy: The data provided by you on this form will be stored on a computerised database. Your data will only ever be used for The Bell at Pensax Community Pub Ltd’s purposes and will never be shared with a third party.
Thank you for submitting your application. You will receive confirmation of receipt via the email address provided