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Bestinvest stock lodgement form

Bestinvest stock lodgement form 2025

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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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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to turn stock into income?

There are two main ways to make money with stocks: Dividends. When companies are profitable, they can choose to distribute some of those earnings to shareholders by paying a dividend. Capital gains. Stocks are bought and sold constantly throughout each trading day, and their prices change all the time.

How long does it take to withdraw money from Bestinvest?

If you withdraw your cash online through your Bestinvest account there will be no charge. It will take 1-2 working days to docHub your bank account, and is sent via a Faster Payment transfer.

How to deposit in stocks?

2. Investing in the secondary market Step 1: Open a Demat and trading account. Step 2: Log in to the trading account and choose the stocks to purchase. Step 3: Decide the price point to buy or sell shares. Step 4: After completing the transaction, either money or shares get credited to the Demat account.

Can I transfer existing investments to Bestinvest?

You can transfer shares, funds and cash. You can transfer almost any type of investment account to Bestinvest, including general investment accounts, ISAs, Junior ISAs, Child Trust Funds, SIPPs and other pensions* (but not final salary/defined benefit pensions).

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