How to buy and hold Capgemini shares?
Buying Capgemini SE shares can be done directly through a standard account or a French equity savings plan (PEA, Plan d’Epargne en Actions), via your financial intermediary (bank, online broker or stock exchange company, etc.) which will present you the available investment vehicles and will explain you how to pass a stock market order.
You can also contact Uptevia, our registrar, to open an account and acquire directly registered shares of Capgemini, thus benefiting from the advantages associated with this form of holding.
Uptevia
Shareholder relations
12 place des Etats-Unis
CS 400083
92549 Montrouge Cedex
FRANCE
Tel : +33 (0)1.57.78.34.44
Tel Toronto : +1 905 281 28 47 (between 6PM et 11PM, Paris time)
Email : ct-contact@uptevia.com
The different types of shareholdings forms
Securities can be held in two different forms in France.
- Bearer form: bearer security accounts are held by a financial intermediary (bank, online broker or stock exchange company, etc.) chosen by the shareholder, which is the only one to know the shareholder’s identity while the issuing company (Capgemini SE) does not know the shareholder’s identity.
- Registered form: The shareholder’s identity is recorded in the issuing company’s (Capgemini SE) books, which makes communication between the issuer and its shareholders easier. There are two types of registered shares:
- Directly registered shares: the shares are recorded and kept on behalf of the shareholder in the issuing company’s books. In the case of Capgemini, the company’s book is managed by Uptevia.
- Administered registered shares: the shares are recorded in the issuing company’s accounts, but kept in custody by the financial intermediary of the shareholder’s choice.
Bearer shares |
Administered registered |
Directly registered |
| You hold CAPGEMINI shares through the financial intermediary of your choice (your bank or financial institution), in standard account or a French equity savings plan (PEA, Plan d’Epargne en Actions) | You hold CAPGEMINI shares through the financial intermediary of your choice (your bank or financial institution), in standard account. | You hold CAPGEMINI securities through Uptevia in a standard securities account |
| Your securities are not registered in Capgemini’s books | Your securities are registered in the books of Capgemini | |
| Your custody fees and brokerage fees vary depending on the chosen financial institution | You benefit from free custody fees and specific brokerage fees. | |
| Your contact remains your usual financial advisor | Your contact person is Uptevia’s Investor Relations Department | |
| You must apply to your financial institution to receive the invitation of the General Meeting. | You automatically receive your invitation to the General Meeting directly by Capgemini | |
| You can consult the Shareholders’ Letter on the Capgemini Investor Website. | You receive the Shareholder Letter at the address you provided to Uptevia. | |
| Taxation is independent of the shareholding form | ||
| You receive an “imprimé fiscal unique” (IFU – consolidated tax statement) from your financial intermediary. | You will receive from Uptevia an IFU” (IFU – consolidated tax statement). | |
How to register your shares
If you hold bearer shares and want to convert your shares into registered form, simply fill out the conversion form and send it back to your financial intermediary:
Download the form to fill to convert to registered shares
Capgemini does not reimburse the costs of transferring your Capgemini shares to Uptevia, which varies depending on each financial institution.
Fees linked to directly registered form
Directly registered form means no management fees and total exemption of custody fees as well as the fees relating to current management of securities held (except trading orders).
Taxation applicable to transactions and fees is independent of the mode of detention.
Please report to the cover letter of your securities account agreement to get the trading scale charged for orders transmitted by Uptevia Investor Relations Department. As an indication, the scales applicable at the beginning of 2023 were:
or stock exchange orders transmitted via Internet or via the OLIS-Shareholder website (https://www.investor.uptevia.com):
| Order amount | No threshold or limit |
| Charge (ex VAT) | 0.30% |
| Minimum charge | €10 |
For trading orders transmitted by Uptevia Investor Relations Department:
| Order amount | up to | from €75,001 | from €150,001 | above |
| €75,000 | to €150,000 | €300,000 | €300,001 | |
| Charge (ex VAT) | 0.60% | 0.50% | 0.45% | 0.35% |
| Minimum charge | 15.50€ | 15.50€ | 15.50€ | 15.50€ |