Selftrade stock transfer form
This form requires signatures from both parties and will allow the third party to trade and or query any aspect of the account. They will not be able to change your bank account or personal details. We can transfer your cash and securities to another provider, but we can only initiate a transfer upon request from your new broker: Your new broker will then contact us and we will arrange the transfer accordingly.
Portfolio holdings and their current values can be found by logging into your account. You can see a summary for each account you hold on the Dashboard once you have logged in. Clicking on the account name will show you the individual holdings and values within that account.
Shares bought by you or deposited with us prior to a sale will be held in our CREST nominee. Dividends are collected for you, which you can select to reinvest, and we will notify you of any important information regarding your shares. You can complete a full or partial transfer on all accounts we offer at Selftrade by following these simple steps:. Step One - Complete a transfer In form in full, for the account you wish to transfer.
This must include amount, description of shares held etc, for your instruction to be completed without delays. Step Three - On receipt of transfer instruction we will contact your existing broker and complete the transfer for you. You can complete a transfer request at the application stage via the welcome pack or call Customer Services if you would like a form to be sent to you by post. You can do this via the Payments section when you are logged into your account.
Once logged in, go to Manage Account and select Payments from the dropdown list. Alternatively you can contact Customer Services to request a withdrawal. Payments to your nominated bank account by direct BACS credit, will normally take 3 working days to clear. If you are transferring sale proceeds funds will only be sent to your bank once the trade s have settled and cleared funds are available in your account.
CHAPS withdrawals to your nominated bank account can be requested via Customer Services. Please note andrew west stockbroking gold coast if you are transferring sale proceeds funds will only be sent to your bank once the trade s have settled and cleared funds are available in your account.
If you require a new PIN you can request this from Customer Services: They can assist with all customer queries, including placing orders while you are awaiting a new Selftrade stock transfer form. For security purposes PIN's are sent to the registered address in our records and are NOT sent electronically.
They will take approximately three working days to be received. You will be required to change your PIN to an digit PIN of your choice once received. Please note option writing strategies for extraordinary returns PIN's are numerical only. Name change requests will require documentation to be sent in ie: We require you to send the original document, this will be returned to your registered address and the request actioned within approximately 5 working days.
Alternatively, you can send certified copies of the documents, but please note this could slow down the process as additional checks will need to be made. You must sign and complete a Change of Bank Details form and send it to us, along with a bank statement or a void cheque for the newly nominated bank account.
We can also accept electronic copies of statements if they contain all the information stated above. For those that are submitted via email, this must be sent from the email address linked to your Selftrade account.
You should however be aware that there are potential risks in sending documents that contain account sensitive information by email as this scottrade trade foreign stocks not considered to be a totally secure medium.
Direct Debit mandates can be found on the ' Forms and Guides ' page. Equiniti Financial Services Limited is part of the Selftrade stock transfer form Group. Equiniti Financial Services Limited is a member firm of the London Stock Exchange.
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How can I authorise a third party to have authority over my account. Selftrade, PO BOXWorthing, BN99 6SF.
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How can I transfer cash and stock out of my Selftrade account? Where can I find a list of my holdings and their value? How do you hold my shares? How can I transfer shares from another broker into my account? You can complete a full or partial transfer on all accounts we offer at Selftrade by following these simple steps: Where can I find my cash balance?
How can I withdraw funds from my Selftrade account? Direct BACS credit You can do this via the Payments section when you are logged into your account.
TMF: Transfer of Certificated Shares / Rolls-Royce Group plc
CHAPS CHAPS withdrawals to your nominated bank account can be requested via Customer Services. How can I change my PIN?
How can I change my personal details? Personal details on your account can be amended by: Selftrade PO Box Worthing BN99 6SF NOTE: How can I change my bank details? All bank statements must: Risk Warning The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance. Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.
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