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Question

What forms do I need to add share certificates to my trading account?

Answer

You will need to complete a Stock Lodgment form listing the certificates you want to lodge into your account with us, as well as CREST transfer form for each stock you want to lodge. If the Certificate is in the of a beneficial owner we will also require a Third Party transfer form.

If you prefer, we can fill out the CREST transfer form(s) for you - just complete the stock lodgment form and return it to us with your share certificate(s) and we'll do the rest, However, we will need to return the CREST transfer form(s) for you to sign and send back to us. This will increase the time taken to lodge into our nominee name.

 

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