Stock transfer form 2026

1. Click ‘Get Form’ to open the stock transfer form in the editor.
2. Begin by entering the 'Name of Fund and Share Class' along with the ISIN if known. This identifies the specific shares being transferred.
3. Indicate the 'Number of units or shares to be transferred.' If transferring all holdings, simply write 'ALL'.
4. Fill in the full name(s) and address of the registered unit/share holder(s). Include account designations if applicable.
5. If someone other than the registered holder is making the transfer, provide their names and capacities (e.g., Executor).
6. Signatures are required from all transferors. Ensure that bodies corporate execute under their common seal as per their governing documents.
7. Complete the transferee's details including full names, dates of birth, and addresses. Only the first holder's address will appear on the register.
8. Tick the box confirming any necessary tax residency self-certifications are attached before submitting.

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