ShareDeal Active Share Dealing Account - Application and Transfer Form

Download the ShareDeal Active Application and Transfer Form. If you wish to open a new account or are transferring in from another broker then please use this form.

For more information, please download the Sharedeal Active Brochure, which includes our Terms and Conditions and Application Form. If you would like to open an account, simply send the Application Form to us or Apply Online.

Crest Transfer Form

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.

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:

  • "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 Figures.
  • "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.

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

Direct Debit Form

Please click here to download our Direct Debit form.

Investment Clubs

Download the Investment Club Application Form. Along with the completed form we also need a copy of your clubs constitution, a bank statement in the name of the club and money laundering documentation as detailed on the application form for all club members.

Authority to Deal Form

Complete an Authority to Deal Form if you wish to authorise Jarvis to accept dealing instructions on your account from a nominated person.

US Stocks - Important Documentation

If you wish to invest in US shares, you will need to complete a W-8BEN Form before you can trade. Obtaining this documentation ensures that we can give you any appropriate tax relief on any income that is paid to you. Please refer below for additional links: