Get Share Certificates And Crest Transfer Form(s) - Interactive Investor

This guide provides detailed instructions on how to accurately complete the Share Certificates And Crest Transfer Form(s) for transferring your certificated investments into an Interactive Investor Investment Account. By following these steps, you will ensure a smooth and efficient transfer process.

Follow the steps to accurately complete the transfer form.

1. Click ‘Get Form’ button to access the transfer form and open it for editing.
2. Fill out the section for your Interactive Investor Investment Account Number at the top of the form.
3. Provide your full name as the account holder in the designated area.
4. List the shareholder names as they appear on the share certificate. Ensure to write the surname and forename clearly.
5. Enter the complete address including postcode where you can be reached.
6. Specify the name of the security or stock and include the class/nominal value. This should match exactly what is listed on your certificate.
7. Indicate the number of certificates enclosed with this submission.
8. Total the number of shares you wish to transfer and write this in the corresponding field.
9. Provide the total book cost, which is the original total amount paid for your investment not the amount per share. This is important for valuation.
10. After completing all sections, authorize the transfer by signing the form as the beneficial holder. Write your name in block capitals and date the form.
11. Once you have reviewed all information for accuracy, save your changes, and choose to download, print, or share the completed form as required.

Complete your Share Certificates And Crest Transfer Form(s) online today for a seamless investment transfer.