1. ACCESS TO THE NEW UPTEVIA INVESTORS WEBSITE
1. Can I continue to use my current login and password?
- If you are a Planetshares user, you will use your current login, access code and password for the last time. While creating your account, you will get a new username to keep safe (ideally out of your mailbox for security reasons) and you will set a new password.
- If you use OLIS Actionnaire, you will enter your OLIS Actionnaire username and password. Your username will remain unchanged and you will be asked to change your password.
2. Will I still be able to access Planetshares or OLIS Actionnaire after the new website has been rolled out?
No, access to your old investor website will be deactivated as soon as your account is migrated to Uptevia Investors. The new website will be operational on the date indicated in the email received about Uptevia Investors.
3. I am a shareholder in several companies and I haven’t received the same information for all my Uptevia accounts. Is this normal?
The change of investor area will take place progressively throughout 2024 for each issuing company. You will receive information about the forthcoming change for each of the companies in which you are a pure registered shareholder.
4. Will I have access to the same information as on Planetshares/OLIS Actionnaire?
All the functionalities of your old website will be maintained. New functions will be added as we go along, with a view to continually improving your experience. All your dematerialised documents will also be available.
Overall, Uptevia Investors is more secure (thanks to strong authentication), responsive and richer in terms of information. The information is clearer, more detailed and more concise than on Planetshares and OLIS Actionnaire.
Shortly, you will be able to sign electronically, we can already announce that the account aggregator will soon be available on Uptevia Investors. You will have the possibility to link all your accounts into a single interface.
5. I have activated strong authentication on Planetshares and I have my personal code. Will I have to activate strong authentication again?
When you log in to Uptevia Investors for the first time, you will be asked to activate a new strong authentication that can be activated by SMS. You will not be asked to create a personal code. A security code sent by SMS will be requested.
6. What do I need to log in?
- If you are a Planetshares user, you will need your login, access code and current password.
- If you use OLIS Actionnaire, enter your OLIS Actionnaire login and password. Your username will remain unchanged and you will be asked to change your password.
As part of the login process, you will be asked to confirm or update your contact details (e-mail and phone number), your client reference (or shareholder code), which appears on your portfolio statements and other certificates (it will remain unchanged) and/or to provide proof of identity.
7. How will I know that the old site is no longer accessible?
When your account is transferred to Uptevia Investors, a message will be displayed on your old investor space indicating the new URL address for your connection. E-mail communications will be sent to let you know when the new site will be available and to assist you when you log on to Uptevia Investors for the first time.
2. TERMS & CONDITIONS
1. How can I contact the Uptevia teams?
You can contact our teams from Monday to Friday using the contact form accessible on Uptevia Investors in connected or disconnected mode, or by telephone.
The roll-out of Uptevia Investors is followed by a change in our Investor Relations Team’s telephone numbers.
For the current telephone number, please refer to the last communication received from Uptevia.
2. I used to be a VIP client. Will I keep this service?
If you had this service in the past, you will continue to have it. You will be contacted by our teams, who will inform you on the new ways to contact Uptevia.
VIP status depends on each issuer. If you have any questions, please contact your issuer.
3. Will my financial terms and conditions change?
Migration from one site to another does not lead to any changes in brokerage fees. The financial conditions applicable will remain those negotiated with the issuer in which you hold a stake.
4. I subscribed to e-services and e-convocation. Will these subscriptions be renewed?
Existing memberships will be renewed. When you log on for the first time, you will be subscribed to the electronic document services by default. You can deactivate this service at any time.
5. Will I be able to access my electronic documents from previous years?
A maximum of 5 years’ history of your dematerialised documents will be available, in the same way as in your current shareholder account.
6. Will my SEPA direct debit mandate be reinstated?
SEPA direct debits will be abolished and replaced by a more secure solution: the instant transfer (DSP2).
7. Will my account opening agreement be taken over?
The Securities Account Agreements (SAAs) already signed will remain in force. The General Terms and Conditions are evolving and can be consulted on Uptevia’s corporate website: www.uptevia.com
If you have not opened a SAAs, you can sign it directly online at Uptevia Investors.
8. If I need a portfolio statement or tax document dating from before the changeover, will this be possible?
Yes, this will be possible for portfolio statements that are less than 2 years old as soon as they are deployed. In a second phase, the history will be updated to 5 years. To obtain earlier documents, we advise you to make a request via the contact form available on Uptevia Investors.
9. Strong authentication: is it possible to receive the possession factor on a landline telephone?
No, the voice call option is not activated. To log in, you need to enter a mobile phone number to receive an SMS.
10. Where can I find general information on how the Share Account works?
The site has a documentation area where you can find general information on how the securities account works. You will also find user guides and tax guides.
11. Are there any preferred browsers for using Uptevia Investors?
Uptevia Investors provides the same user experience on all browsers.
12. Reminder: Data Confidentiality
All data concerning your account is confidential. We advise you not to give out your client reference number, login or password.
