Get Bapplicationb For Transfer Of Securities

This guide provides step-by-step instructions for completing the application for transfer of securities under the B5 category. Whether you are a first-time user or familiar with online forms, this resource aims to simplify the process for you.

Follow the steps to complete your application efficiently.

1. Press the ‘Get Form’ button to initiate the process and access the form in the editing format.
2. Provide your personal information in the 'Information of Applicant' section. This includes your name, correspondence address, contact person and designation, telephone number, facsimile number, and email address.
3. In the 'Transfer Request' section, enter the transferor’s and transferee’s details along with their CDS account numbers. Specify the name of the securities and their respective codes, as well as the quantity of securities being transferred.
4. Select the appropriate category of transfer request by ticking the relevant box. Options include corporate exercises, requests pursuant to the law, court orders, and other categories.
5. In the 'Description of Transfer Request' field, provide any additional details you deem necessary regarding the transfer. Attach separate documentation if the space provided is insufficient.
6. Summarize your justification for the transfer request on a maximum one-page document. Ensure that it clearly outlines the reasons for the transfer.
7. List any supporting documents in the designated area. You will need to attach original or certified true copies of relevant documents as outlined.
8. Complete the declaration by signing and providing your name, identification number (NRIC/Passport), position or designation, and the date.
9. If applicable, have an advisor confirm the accuracy of your application by signing the confirmation statement and including their name, position, company name, and date.
10. Review all the information you have provided to ensure it is accurate. Once satisfied, save your changes, download a copy, print it for your records, or share the completed form as needed.

Start your application for the transfer of securities online today!