Help & FAQs

Can we transfer certificated investments into our account if it is only in a sole name?

Yes. TheCrest Transfer Form’ should be completed in full and accompanied by a letter signed by the party who is giving up his/her rights to the investments, along with a declaration regarding the value received; e.g. 'I, John Smith, hereby give up my entitlement to 500 shares in ABC plc, which I transfer exclusively to Amanda Smith & John Smith for the sum of £xx (or as a gift)'. Please also specify the account number of your joint Dealing Account, into which the investments should be deposited. There may be a liability to pay Stamp Duty Reserve Tax when assets are transferred.

Submitted on 20th Aug 2018

Did this answer your question?

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.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

Read more [PDF 36.1KB]