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Transferring shares to Halifax
Frogletina
Posts: 3,927 Forumite
I have some shares held in Equinity and others held in TD Waterhouse which I am going to transfer to my Halifax share dealing account. None of these are held in an ISA, but I will be transferring them in later.
I am confused as to what forms I should be sending and I am wondering if anyone has recently transferred any shares to Halifax.
There are two forms on the website,
1. Transfer form D
2. Broker transfer form
Both are sent to the stock administration dept, but one at Leeds and one at Halifax. I cannot see why there are two different forms for what seems to be the same thing.
frogletina
I am confused as to what forms I should be sending and I am wondering if anyone has recently transferred any shares to Halifax.
There are two forms on the website,
1. Transfer form D
2. Broker transfer form
Both are sent to the stock administration dept, but one at Leeds and one at Halifax. I cannot see why there are two different forms for what seems to be the same thing.
frogletina
Not Rachmaninov
But Nyman
The heart asks for pleasure first
SPC 8 £1567.31 SPC 9 £1014.64 SPC 10 # £1164.13 SPC 11 £1598.15 SPC 12 # £994.67 SPC 13 £962.54 SPC 14 £1154.79 SPC15 £715.38 SPC16 £1071.81⭐⭐⭐⭐⭐⭐⭐⭐⭐Declutter thread - ⭐⭐🏅
But Nyman
The heart asks for pleasure first
SPC 8 £1567.31 SPC 9 £1014.64 SPC 10 # £1164.13 SPC 11 £1598.15 SPC 12 # £994.67 SPC 13 £962.54 SPC 14 £1154.79 SPC15 £715.38 SPC16 £1071.81⭐⭐⭐⭐⭐⭐⭐⭐⭐Declutter thread - ⭐⭐🏅
0
Comments
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Without seeing the forms I'd assume one is for transferring shares to another person and the other is for change of broker.Remember the saying: if it looks too good to be true it almost certainly is.0
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Without seeing the forms I'd assume one is for transferring shares to another person and the other is for change of broker.
They are requesting the same information. I think I'll just ring them before I post out today.
frogletina
Transfer form D is the one to send, the other one I was told was for different administrators to use.
Both are for transferring shares to Halifax.Not Rachmaninov
But Nyman
The heart asks for pleasure first
SPC 8 £1567.31 SPC 9 £1014.64 SPC 10 # £1164.13 SPC 11 £1598.15 SPC 12 # £994.67 SPC 13 £962.54 SPC 14 £1154.79 SPC15 £715.38 SPC16 £1071.81⭐⭐⭐⭐⭐⭐⭐⭐⭐Declutter thread - ⭐⭐🏅0 -
I think you'll find that one is for transferring share certificates, the other is for transferring shares from a nominee account, like Easyshare, where you don't have an actual share certificate, but instead receive an annual statement of your holding.Frogletina wrote: »Both are for transferring shares to Halifax.0 -
I think you'll find that one is for transferring share certificates, the other is for transferring shares from a nominee account, like Easyshare, where you don't have an actual share certificate, but instead receive an annual statement of your holding.
Neither are for certificates - both ask for the name of the nominee accounts that the shares are being transferred from.
The one that I was told not to use had a drop down list which did have the nominee companies my shares are currently in, and the shares that I have - but I have filled in the other one that I was advised to.
Now all I need to do is post the forms
frogletinaNot Rachmaninov
But Nyman
The heart asks for pleasure first
SPC 8 £1567.31 SPC 9 £1014.64 SPC 10 # £1164.13 SPC 11 £1598.15 SPC 12 # £994.67 SPC 13 £962.54 SPC 14 £1154.79 SPC15 £715.38 SPC16 £1071.81⭐⭐⭐⭐⭐⭐⭐⭐⭐Declutter thread - ⭐⭐🏅0
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