Invest in Triodos Bank
Support us in building a better banking system
Support us in building a better banking system
Our how-to guide explains the steps to investing in Depository Receipts
No. As you are buying a direct asset in Triodos Bank your investment in Depository Receipts is not covered by any investment or deposit guarantee scheme.
The minimum investment is one Depository Receipt; there is no maximum investment although no one person or organisation can hold more than 10% of the whole Depository Receipt holding in Triodos Bank at any one time.
Applications for Depository Receipts are currently only made by post, there is no online application form.
Yes, you can choose to receive dividends paid in cash or reinvested as further Depository Receipts (stock dividend).
We write to Depository Receipt holders who currently elect to receive cash dividends in May each year to give them the opportunity to elect to receive a stock dividend.
You can also download a Stock Dividend Scheme Mandate below.
Triodos Bank is a values driven pioneering bank, in terms of our mission and what we do. To help you understand our protection of the values better, this is a brief explanation of the Bank’s ownership structure.
Triodos Bank believes that it is crucial that its mission and independence is protected. So all the Bank’s ordinary shares (‘Shares’) are held in a special trust called the Foundation for the Administration of Triodos Bank Shares, or SAAT to use its Dutch abbreviation.
Depository Receipts represent shares in Triodos Bank. SAAT issues these Depository Receipts for Triodos Bank Shares to the public and institutions. If you choose to invest you will own Depository Receipts representing Shares issued by SAAT.
As well as issuing them, SAAT exercises all of the voting rights for Triodos Bank Shares. Triodos Bank Depository Receipts are not listed on any stock exchange.
Depository Receipts give you voting rights in the Meeting of Depository Receipts Holders. Depository Receipts do not give you any voting rights in the Annual General Meeting of shareholders but they do give you the rights to receive dividend payments subject to the performance of the bank.
The table below shows the DR price in euro since 16 Feb 2009.Date Value 16-Feb-09 70,00€ 27-Feb-09 72,00€ 18-May-09 70,00€ 18-Jun-09 71,00€ 01-Mar-10 72,00€ 27-Apr-10 73,00€ 25-May-10 71,00€ 27-Aug-10 72,00€ 16-Nov-10 73,00€ 14-Apr-11 74,00€ 25-May-11 72,00€ 17-Aug-11 73,00€ 23-Nov-11 74,00€ 29-Feb-12 75,00€ 30-May-12 74,00€ 26-Nov-12 75,00€ 14-Feb-13 76,00€ 23-Apr-13 77,00€ 23-May-13 75,00€ 08-Jul-13 76,00€ 15-Nov-13 77,00€ 20-Dec-13 76,00€ 21-Jan-14 77,00€ 24-Mar-14 78,00€ 28-May-14 76,00€ 25-Aug-14 77,00€ 12-Dec-14 78,00€ 16-Feb-15 79,00€ 20-Apr-15 80,00€ 30-Jun-15 79,00€ 15-Sept-15 80,00€ 31-Jan-16 81,00€ 29-Feb-16 81,00€ 31-Mar-16 82,00€ 30-Apr-16 82,00€ 31-May-16 80,00€ 30-Jun-17 80,00€ 31-Jul-16 81,00€ 31-Aug-16 81,00€ 30-Sept-16 81,00€ 31-Oct-16 82,00€ 30-Nov-16 82,00€ 31-Dec-16 82,00€ 31-Jan-17 82,00€ 28-Feb-17 82,00€ 31-Mar-17 82,00€ 30-Apr-17 83,00€
Past performance is not a reliable indicator of future results. Depository Receipts are denominated in Euro, and dividends are paid in Euro. The return on investments you make in Sterling is therefore also subject to movements in the exchange rate between Euro and GB pounds.
No. The UK offering is a sterling offering only and Depository Receipts purchased in the UK can only be purchased in pounds sterling.
No. Applicants need to be aged 18 or above and you are unable to apply on behalf of another individual.
Yes you can apply on behalf of your organisation. We will need you to detail your position within the organisation and provide evidence that you are authorised to apply on behalf of your organisation. Company details will also be requested.
You can ask your bank to provide a counter cheque or bankers draft if you do not have a cheque account. On the draft you need to ensure:
Please ensure that the amount you request is the amount from a valid quotation provided to you by us.
To ensure compliance with the Money Laundering Regulations 2007, Triodos Bank may make an electronic search to independently verify personal identity and address, using the information you supply on your application form. In some instances we may need to ask you for further information or documents.
As a UK resident you are subject to UK tax. But by investing in this offering your investment will also be subject to tax in the Netherlands. The value of your investment will be affected by taxes levied in the Netherlands because Triodos Bank is resident there. In particular, part of any dividend paid to you by Triodos Bank will be retained by the Dutch tax authorities (Netherlands withholding tax) and may not be recouped by you under any tax treaty between the UK and the Netherlands. Legislation relating to taxation in both countries is subject to change and any future changes may adversely affect the value of your investment. There are further details on the risks associated with investing in the prospectus which you should read thoroughly.
You can request a transfer from your existing Triodos Bank savings account on the application form (excluding bond accounts). When we receive your completed application with this request we will make the transfer on your behalf. If your account has a notice period we will make the transfer immediately and you will not be charged an early access penalty charge.
Triodos Bank is one of the most sustainable banks in the world. We make money work for positive social, environmental and cultural change.
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