Message from Thomas Buberl - CEO of AXA

For the past 28 years, the Shareplan operation has offered AXA’s employees the opportunity to enabling to become shareholders under preferential conditions and engage in the Group’s development and success.

In 2020, Shareplan took place in 37 countries with over 110,000 employees who were exceptionally exclusively offered the “traditional” formula at a known subscription price, amid challenging market conditions. Despite this, nearly 15% of the eligible employees, subscribed to Shareplan for aggregate proceeds of over Euro 88 million.

I am glad to announce that this year both traditional and leverage formulas will be proposed again, depending on your local offer. The Group’s 1H 21 underlying earnings released on August 2 were very strong with revenues up 7% to €54 billion and underlying earnings reaching Euro 3.6 billion up 101% and representing a 12% growth excluding the impact from Covid-19 last year. This strong result was achieved across all our markets, and notably at AXA XL with very good underwriting performance.

AXA’s balance sheet remained very strong, as illustrated by our solvency II ratio of 212% at the end of June, up 12 points from the end of 2020.”

As part of Driving Progress 2023, AXA continues its transformation journey, and the Group is playing an active role in society by supporting the economic recovery and strengthening further its engagement towards shaping climate transition.

These excellent results reflect the collective efforts of all AXA’s colleagues, agents and partners.

I would like to thank you for your relentless engagement, as well as our clients for their continued trust.

In this brochure, you will find useful information to help you make an informed investment decision. Your Human Resources correspondents are also available to answer any question you may have.

Choosing to invest your savings in Shareplan is of course an individual decision and I would encourage each of you to consider this carefully in line with your own personal objectives.

Thomas Buberl
AXA’s Chief Executive Officer

Investment modeller
An investment modeling tool is accessible at the following address:

password: Shareplan2021

Important: The investment modelling tool is not compatible with Internet Explorer 8 

The figures in this tool are provided for illustrative purposes only. The final value of your units and the amount you receive on redemption of your units (including any Euro personal investment under the Leverage Plan) will be determined in accordance with the Fund Regulations and will be affected by the performance of the AXA share price (which can go up or down) and the prevailing Euro : Sterling exchange rate at the time. Currency fluctuations may mean that your personal Euro investment on redemption is lower than the original Sterling amount you invested.
Please note: The online Shareplan service site (services by Equiniti) requires a Unique Reference Number (URN) and your National Insurance (NI) Number.
2021 Prices
   Reference Price  Subscription Price 
 Traditional   €23.57 / £20.01 €18.86 / £16.01
 Leverage  €23.57 / £20.01 €21.98 / £18.66

Sterling values based on a determined FX rate of €1 : £0.84878
2021 Key dates
Dates Events Information
24 August 2021 to 7 September 2021
Reservation Period
The online Shareplan service will open 24 August 2021 and will close 4.00pm (UK time) 7 September 2021
14 September 2021 to 11 October 2021 Price Setting Period  Reference Price and Subscription Price are determined
13 October 2021
Reference & Subscription Prices published & announced Reference & Subscription Prices made public
14 October 2021 to 18 October 2021 * Cancellation/subscription period The online Shareplan service will open 14 October 2021 and will close 4.00pm (UK time) 18 October 2021
26 November 2021 Capital Increase TBC

*Two days within the Cancellation/subscription period (16 October and 17 October 2021) fall on a Saturday and Sunday. Whilst the online subscription site will remain open there will be no administrative support on these days to assist you with either a cancellation and subscription request or any other query. It is therefore recommended that you if you want to make a cancellation and subscription instruction or raise any questions that you do this either on the 14 -15 October 2021 or on 18 October 2021 before 4.00pm (UK time).