Link Market Services Limited PO Box 91976, Auckland, 1142 DX CP23524 Fax: +64 9 375 5990 Investor Enquiries: +64 9 375 5998 Email: Lmsenquiries linkmarketservices.com Web: www.linkmarketservices.com.

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How to fill out the Off Market Transfer Form - Investor Centre - Link Market Services online

Completing the Off Market Transfer Form is an essential step for transferring securities between sellers and buyers. This guide will provide clear and detailed instructions to assist you in accurately filling out this form online.

Follow the steps to complete the Off Market Transfer Form efficiently.

  1. Click ‘Get Form’ button to obtain the form and open it in your editor.
  2. Begin by entering the seller details. Provide the full name of the company or issuer where the securities are held, type of security (e.g., fully paid shares, partly paid shares), the specific number of securities being transferred, and the CSN/Holder number.
  3. Fill in the value of the transfer denoting the price paid by the buyer for the securities. Additionally, indicate if the transfer is a gift by ticking the appropriate box.
  4. Enter the name and other details of all sellers, include daytime phone numbers for communication if necessary, and ensure that all information is printed clearly.
  5. All sellers must provide signatures in the designated areas; ensure that each person signing is also identified correctly, either as an individual or representative of a corporate entity.
  6. Next, proceed to the buyer details section. Enter the full names and CSN/Holder number of the buyers, while ensuring the postal address is complete including the country and post code.
  7. In the bank details section, provide the names under which the bank account is held, the branch information, account number, and any necessary suffixes or references.
  8. Complete the electronic investor communication section by providing an email address and mobile phone number, enabling the issuer to communicate important updates electronically.
  9. Fill out the IRD number or tax exemption information as applicable, ensuring to select the withholding tax rate you wish your interest payments to be taxed at.
  10. Once all sections are correctly filled out, review your information, then proceed to save changes, and you have the option to download, print, or share the completed form.

Take action now and complete your Off Market Transfer Form online for a smooth transfer process.

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What has happened to Link Market Services?

Link Market Services has undergone significant changes to enhance its service offerings and improve user experience. These updates include the integration of more digital tools and resources, making it easier for investors to manage their transactions. By utilizing the Off Market Transfer Form - Investor Centre - Link Market Services, you can take advantage of these new features. This transformation aims to provide a more efficient and user-friendly platform for all investors.

The off-market transfer form is a legal document that facilitates the transfer of ownership of shares between investors without going through the stock market. This form captures all necessary details of the transaction and serves as proof of the transfer. By utilizing the Off Market Transfer Form - Investor Centre - Link Market Services, you can ensure that your transfer is processed smoothly and efficiently. This reduces the risk of errors and enhances the overall experience.

Recent changes in regulations have introduced new guidelines for off-market transfers, emphasizing transparency and documentation. Investors must now adhere to stricter compliance measures when completing the Off Market Transfer Form - Investor Centre - Link Market Services. These rules aim to protect investors and ensure fair practices in the transfer process. Staying informed about these updates is crucial for a smooth transaction.

Typically, an off-market transfer can take anywhere from a few days to a couple of weeks, depending on various factors. The efficiency of the process may vary based on the completeness of the documentation and the responsiveness of both parties involved. By using the Off Market Transfer Form - Investor Centre - Link Market Services, you can expedite the process by ensuring all necessary information is correctly submitted. This can significantly reduce delays.

The off-market transfer form allows investors to transfer ownership of shares or securities outside the stock exchange. This form is essential for documenting the transaction between the buyer and the seller. At the Investor Centre - Link Market Services, you can easily access this form to facilitate smooth transfers. Utilizing this form ensures compliance with legal requirements and simplifies the process.

The easiest way for you to access your share information is to use our secure website, Investor Centre. You can either log-in using one of the links below or use the Log-in button at the top right of this page....Here you can: View your share portfolio. Download forms. Change your personal details. Find answers to FAQs.

Please ensure you sign in the appropriate boxes and circle your capacity. A fee of $65.00 (GST Inclusive) will apply for each transfer of securities in a listed entity that requires a security validation check. For payments made by cheque, an additional cheque handling fee of $10 (GST Inclusive) will apply.

Link Market Services is a member of ASX-listed Link Group, a leading global administrator of financial ownership data within the pension fund industry and across corporate markets.

The “Issuer Name” is “MVI” or you can start typing “VanEck” and it will pop up with the correct input.

If the securities you want to transfer are issued by a stapled structure, a trust or a managed fund, then the buyer may need to complete an AML/CTF Investor Identification Information Form and send it to us with your completed transfer form and certified identity documents.

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