You can transfer shares between accounts in your own name, or between different individuals, entities and joint accounts. A legally-binding change of beneficial ownership is required when transferring shares between different parties. Feasibility needs to be assessed on a case by case basis.
Submitting your request to transfer shares between accounts:
Complete and sign the PDF form below and return a clear scanned copy to firstname.lastname@example.org from your registered email address. Please ensure you use a wet signature – digital signatures won’t be accepted.
To avoid any delay ensure your contact details are up to date on each account involved, your Tax File Number (TFN) for transferring AU shares is submitted, and/or W-8BEN form for transferring US shares is completed. Your TFN can be submitted by clicking on any Australian share on your platform and following the prompts.
- After receiving your transfer request, we’ll assess the feasibility and proceed if possible. You will be updated you accordingly
- You may be out of the market for a period while the transfer takes place
- Shares will be shown under your ‘open positions’ tab on your platform once the transfer is complete
- Due to Covid-19 you may experience transfer delays