Useful Forms

Application and account transfer forms

CREST and Stock Transfer forms

Crest Transfer Form - a CREST Transfer Form is used to deposit certificated stock into a Nominee Account. Please download and print out the form and make sure that you fill in the following details:

You can leave the rest of the form blank as we will complete any additional details. Remember to return your certificate with the transfer form if we do not already have it. If you are still unsure how to complete the transfer form, please look at the Crest Transfer Form Sample

Stock Transfer Form - a Stock Transfer Form is used to deposit any stock into a Nominee Account that cannot settle electronically (i.e. through CREST). Securities such as Unit Trusts fall into this category. Please download and print out the Stock Transfer Form and fill in the following details:

If you are still unsure how to complete the transfer form, please look at the following sample forms:

US Stocks - Important Documentation

W-8BEN form - if you wish to invest in US shares, you will need to complete a W-8BEN form before you can trade. This form ensures that you are afforded the appropriate tax relief on any income that is paid to you. Please refer below for additional links:

Canadian Stocks - Important Documentation

CRA Form - if you wish to trade in Canadian shares, you will need to complete a CRA form before you can trade. This form ensures that you are afforded the appropriate tax relief on any income that is paid to you

Administration

Risk Warning Notice - Covered Warrants and other complex instruments are derivative products for which special risks apply. If you wish to trade in these instruments you will need to download and complete a Risk Warning Notice and return it to us.

Gifting ISA Funds - please complete and return this letter if you wish to transfer funds from your sharedealing account to your spouse's, in order to fund their ISA

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