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Bestinvest stock lodgement form

Bestinvest stock lodgement form 2026

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The Stock Lodgement Form is used for transferring certificated shares into the Online Investment Service with Bestinvest. It requires the completion of personal details, listing of securities, and submission alongside a Fund and Share Transfer Application. If shares are held in a nominee account, a different Transfer Letter of Authority must be used. Assistance is available via phone.

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Click ‘Get Form’ to open the bestinvest stock lodgement form in the editor.
Begin by filling in 'YOUR DETAILS'. Enter your title, surname, and first names in full. If you are an existing Bestinvest client, include your client number.
Move to 'YOUR SHARE CERTIFICATES'. List the securities you wish to transfer. Include the number of shares, certificate number, purchase cost (if known), and date of purchase.
Ensure all sections are completed in BLOCK CAPITALS for clarity. If more space is needed for listing securities, continue on a separate sheet.
Finally, sign where indicated and prepare to send the completed form along with your share certificates and Transfer Application to the specified address.

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