Becoming a shareholder

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:

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.

You will be registered in Schneider Electric’s share will be held in the securities account in any bank or brokerage firm of your choice.

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) opens in new Window

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.

You will hold your shares in your own securities account. Schneider Electric will not be informed that you are a shareholder.

Transfer form to bearer (pdf, 642 Kb) opens in new Window

Contact your bank/broker to buy Schneider Electric shares.

Compare forms of share ownership

This table provides an overview of the benefits of each form:

	Registered form	Administered registered form	Bearer form
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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