A CREST transfer form is used to deposit Certificated Stock Into a Nominee Account.
If you have misplaced or lost your CREST Transfer form, this form can be used as a replacement. Please download and print out the form and make sure that you fill in the following details:
"Name of Undertaking" - The Company Name (i.e. Barclays or Vodafone)
"Description of Security" - Security Description (i.e. ORD GBP1 or ORD USD0.10)
"Words" - Number of Shares in Words.
"Figures" - Number of Shares in Figures.
"In the name(s) of" - Please enter your FULL name and address, exactly as it appears on your certificate.
"Please Sign Here" - All of the registered holders of the certificate need to Sign the Form.
You can leave the rest of the form as is and we will take care of the rest. Remember to return your certificate with the transfer form if we do not already have it.
Send the form and/or the certificate to the address below.
If you are still unsure you can see an Example of a completed form by clicking this link:
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 form and fill in the following details:
"Name of Undertaking" - The Company Name (i.e. Artemis Fund Managers)
"Description of Security" - Security Description (i.e. High Income Trust)
"Words" - Number of Units/Shares in Words.
"Figures" - Number of Units/Shares in Words.
"In the name(s) of" - Please enter your FULL name and address, exactly as it appears on your certificate.
"Signature(s) of transferor(s)" - All of the registered holders need to Sign here. You also need to sign page 2 at the top and enter the current date.
Send the form to the certificate to the address below.
If you are still unsure you can see an Example of a completed form by clicking these links:
(Front of Form)
(Back of Form)
These forms may take up to a minute to download depending on your Internet connection speed. You will also need Adobe Acrobat Reader in order to print the CREST transfer form. If you do not have this, you can download it free from this link:
Jarvis Investment Management plc
78 Mount Ephraim
Tunbridge Wells
Kent
TN4 8BS
Telephone: 01892 510515
Fax: 01892 518977
Email: invest@jarvisim.co.uk
Jarvis Investment Management plc (Jarvis) is Authorised and Regulated by the Financial Services Authority. Jarvis is a Member of The London Stock Exchange and an HM Revenue & Customs Approved ISA Manager. .
ShareDeal Active is a range of execution-only share dealing (nominee and certificated) and self-select ISA accounts. ShareDeal Active is a brand of Jarvis. Jarvis owns the copyright to the contents of this website, any downloadable documents and the "ShareDeal Active" name. The value of investments can go down as well as up and as a consequence upon withdrawl from or transfer of an account investors may not realise the sum originally invested. If you are unsure of the suitability of ShareDeal Active for you then you should contact an Independent Financial Adviser.