Get Invesco Stock Transfer Form

The Invesco Stock Transfer Form is a crucial document for facilitating the transfer of units or shares in UK collective investment schemes. This guide will provide detailed instructions to ensure users can accurately complete the form online with confidence.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the Invesco Stock Transfer Form and open it in your chosen editor.
2. In the top section, enter the name of the fund and share class along with the ISIN if known. Specify the number of units or shares to be transferred, writing it in both words and figures. If transferring the entire holding, enter 'ALL'.
3. List the full name and address of the first registered holder, followed by the names and addresses of any additional registered holders, if applicable.
4. If the transfer is being made by someone other than the registered holders, include their names and roles, such as executor or representative of the estate.
5. In the middle section, each current holder must sign and date the transfer authorization. If a representative signs, attach the necessary documentation to validate their authority.
6. Provide the full name, date of birth, and address for each new transferee in BLOCK CAPITALS. Note that only the first holder's address will be recorded in the register.
7. Indicate any account designation if applicable. Confirm if relevant tax residency self-certifications are attached by ticking the appropriate box.
8. Move to the back of the form to complete the customer due diligence section by listing any beneficial owners or controllers, including their names, addresses, and dates of birth. Ensure all participants sign the declaration at the end to confirm accuracy.
9. Ensure the completed form is sent in the provided pre-paid envelope to the specified address or follow the postal instructions.

Start filling out your Invesco Stock Transfer Form online today!