New Client Form
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Client Agreement Form (PDF) »
Nominee Service Brochure and Application Form
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Crest Transfer Form
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Crest transfer forms enable certificated share holdings to be
dematerialized into the Crest Settlement system where they can be held
under a nominee agreement or transferred electronically to other Crest
participants most commonly in settlement of a Stock Exchange
transaction. The vast majority of sale transactions in respect of U.K.
listed securities require a signed Crest transfer form, together with a
covering certificate, to enable settlement to take place.
Stock Transfer Form
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The
use of Stock transfer forms has decreased dramatically over the years,
currently being mainly used in place of unit trust renunciation forms.
They may however still be used to transfer title of U.K. registered
securities including Crest eligible holdings. A Stock transfer form may
still be required when selling certain residual holdings, most notably
some U.K. Building Society PIBS and most South African registered
securities.
Australian Stock Transfer Form
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An
Australian Standard transfer form is required to transfer title of
Australian registered securities mainly as a result of Stock Exchange
trades. Unlike the U.K. shareholders in Australian companies only
receive a statement as confirmation of their holding, which includes a
shareholder reference number to be quoted when effecting a transfer. The
signatures of transferor and transferee are required on Australian
transfers.
Third Party Authority Form
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