antsp Posted November 26, 2016 #1 Share Posted November 26, 2016 New to shares, long time since i have owned any, anyway i bought 100 CCL UK shares,if i fax Princess for my obc would a copy of my portfolio stating 100 shares and value etc will this be sufficient Link to comment Share on other sites More sharing options...
tcdcruiser Posted November 26, 2016 #2 Share Posted November 26, 2016 Yes. Be sure to obscure your account number and mention your name, cruise date, ship name and cabin number. Link to comment Share on other sites More sharing options...
-Lew- Posted November 26, 2016 #3 Share Posted November 26, 2016 (edited) I use a downloaded copy of my latest brokerage statement. After deleting all pages except the first page and the page listing the stocks I own, I redact all information except account ownership, statement date, and CCL stock info. Yes. Be sure to obscure your account number and mention your name, cruise date, ship name and cabin number.Provide your booking number too... Edited November 26, 2016 by -Lew- Link to comment Share on other sites More sharing options...
barnoner Posted November 26, 2016 #4 Share Posted November 26, 2016 Did you get the form that Princess has on their site? Link to comment Share on other sites More sharing options...
antsp Posted November 26, 2016 Author #5 Share Posted November 26, 2016 I think someone posted a link recently, ill search for it. Link to comment Share on other sites More sharing options...
cdnguy Posted November 26, 2016 #6 Share Posted November 26, 2016 I never use the form. I just fax all the necessary information in my own form. Link to comment Share on other sites More sharing options...
Colo Cruiser Posted November 26, 2016 #7 Share Posted November 26, 2016 (edited) dup Edited November 26, 2016 by Colo Cruiser Link to comment Share on other sites More sharing options...
caribill Posted November 27, 2016 #8 Share Posted November 27, 2016 New to shares, long time since i have owned any, anyway i bought 100 CCL UK shares,if i fax Princess for my obc would a copy of my portfolio stating 100 shares and value etc will this be sufficient The statement must be dated within three months of embarkation and must include your name and address. Just circle the line with the CCL UK shares to make it easier for them to find it. Link to comment Share on other sites More sharing options...
antsp Posted November 27, 2016 Author #9 Share Posted November 27, 2016 The statement must be dated within three months of embarkation and must include your name and address. Just circle the line with the CCL UK shares to make it easier for them to find it. My name is on the statement, but not my address Link to comment Share on other sites More sharing options...
Griller Posted November 27, 2016 #10 Share Posted November 27, 2016 (edited) My name is on the statement, but not my address Never had the address on my statement and always got OBC OK for the last 15 years . I did not know it was a requirement. However I have had it turned down because the date format difference between UK and US made it appear the statement date was too far in the past. Edited November 27, 2016 by Griller Link to comment Share on other sites More sharing options...
antsp Posted November 29, 2016 Author #11 Share Posted November 29, 2016 will a portfolio statement satisfy princess Link to comment Share on other sites More sharing options...
paul929207 Posted November 29, 2016 #12 Share Posted November 29, 2016 will a portfolio statement satisfy princess Yes, it will Link to comment Share on other sites More sharing options...
antsp Posted November 29, 2016 Author #13 Share Posted November 29, 2016 Yes, it will Thanks, fax sent will wait and see Link to comment Share on other sites More sharing options...
Rare geoherb Posted November 30, 2016 #14 Share Posted November 30, 2016 The credit appears on the Cruise Personalizer. Mine showed up within a day after I faxed in my request and proof. The credit also shows up on the travel summary. I print that out just in case there's a problem. Link to comment Share on other sites More sharing options...
antsp Posted November 30, 2016 Author #15 Share Posted November 30, 2016 No sign yet, will keep checking. Link to comment Share on other sites More sharing options...
StLouisCruisers Posted November 30, 2016 #16 Share Posted November 30, 2016 I love that Princess has the shareholder OBC listed on our personalizer. Every time we send that information to Holland America or Seabourn we have to keep monitoring by phone call to find out if it was posted yet. Once HAL sent us an email telling us it had been applied, but that doesn't always happen. HAL and Seabourn should use Princess as their model for a website - total transparency! Link to comment Share on other sites More sharing options...
antsp Posted December 2, 2016 Author #17 Share Posted December 2, 2016 Happy Happy, $100 just credited to my cruise in Jan Link to comment Share on other sites More sharing options...
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