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Transfer certificated shares

Transfer certificated shares

 

If you hold any certificated shares you can transfer these into a Barclays Stockbrokers account. Here we explain how to transfer your share certificate(s) depending on which type of account you hold, i.e. Investment ISA or MarketMaster.

Please note, if you hold an out of date share certificate you will need to request a new one from the company registrars before proceeding.

MarketMaster®

Step 1: Check your share certificate

Before transferring, you must check that the share certificate you hold is up to date. There are two ways in which you can do this;

  • Contact the company registrars: Their contact details will be visible on the reverse of your share certificate.
  • Contact us: If you can’t locate their details on your share certificate, please feel free to get in touch and we’ll be more than happy to clarify this for you.

Step 2: Complete the relevant forms

  1. Complete an Stock Lodgement Form [PDF, 262KB].
  2. Sign an CREST Transfer Form [PDF, 66KB] for each stock you wish to add e.g. if you hold three share certificates, please sign three forms. Please note that this form requires your signature only, as we will complete the rest on your behalf.

Step 3: Send your documents to us

Once you’ve completed the Stock Lodgement and CREST Transfer Form(s), please return them along with your share certificate(s), to:

Barclays Stockbrokers
New Business Department
Tay House
FREEPOST (KE2462)
Glasgow
G2 4BR

There is no charge for adding shares to your MarketMaster account and they will be lodged within 10 working days of us receiving your documents.

Investment ISA

Step 1: Check your share certificate

We need your certificated shares to be added to a MarketMaster prior to them being added to your ISA, so you can use an existing MarketMaster account or open a new MarketMaster account as part of the steps below. Before transferring, please check that the share certificate you hold is up to date. There are two ways in which you can do this:

  • Contact the company registrars: Their contact details will be visible on the reverse of your share certificate.
  • Contact us: If you can’t locate their details on your share certificate, please feel free to get in touch and we’ll be more than happy to clarify this for you.

Step 2: Complete the relevant forms

Step 3: Send your document to us

Once you’ve completed the Bed & ISA Application form, please return it along with your share certificate(s) and CREST Transfer form(s), to:

Barclays Stockbrokers
ISA New Business Department
Tay House
FREEPOST (KE2462)
Glasgow
G2 4BR

Step 4: Sale and Buyback

Once we receive your instruction, your certificates will be added to the MarketMaster to be sold. The cash proceeds will be transferred to your ISA as per your instructions, up to the value of your ISA allowance that you want to use. Please note that we need do this to comply with HMRC regulations. Any sale and repurchase are placed in rapid succession to ensure that there is minimal market movement. The lodgement of the certificates will be transacted free of charge. We won't charge any commission on the sale of your shares, but telephone trading commission and Stamp Duty will apply to the purchase of the shares in the ISA.

We won’t charge you a MarketMaster administration fee if you use the account for the purpose of adding shares to your ISA. Any shares left over that we can’t add to your ISA (e.g. over your remaining ISA allowance) will remain on your Marketmaster® until we receive further instructions from you. Generally the number of shares you buy back within the ISA will be different than the number of shares sold within the MarketMaster, once the costs and potential market price movements are taken into account.

The process can take up to 12 working days to complete, so we recommend that if you want to add any certificates to your ISA before the end of the current tax year, you do so no later than 15 March 2017. Any certificates received after this point may go towards the following year’s ISA allowance.

Please note any Save As You Earn (SAYE) shares can be sent to us the usual way, as long as you send us your SAYE shares within 90 days of the them being released from your company scheme.

The commission charges are:

Deal value​ ​Commission
£0 - £500​ £17.50​
£501 - £1,500​ £35​
£1,501 - £2,500​ ​£50
£2,501 - £15​,240 £65​

Investment ISA – Save as you earn (SAYE)

We’re happy to say that you can add shares from a SAYE scheme to an Investment ISA. Upon doing so, HM Revenue & Customs (HMRC) allow a window of just 90 days to complete this.

It takes us 10 working days to process your shares, which means you have only 80 days from when the shares leave SAYE, for us to commence our processing. Please take this into account when completing and sending the following documentation;

  • Completed ISA Additional Subscription Form [PDF, 246KB].
  • A signed CREST Transfer Form [PDF, 66KB].
  • Your share certificate, which you can obtain from your SAYE plan manager
  • Proof that the shares are from an approved SAYE scheme, which shows the exercise date, quantity of shares exercised and granted, and also proof of appropriation date. You can also obtain this directly from your SAYE plan manager.

Once you’ve completed the ISA Additional Subscription and CREST Transfer Form(s), please return them along with your share certificate(s), to:

Barclays Stockbrokers
ISA New Business Department
Tay House
FREEPOST (KE2462)
Glasgow
G2 4BR

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Remember

  • The value of your investments can fall as well as rise and you may get back less than you initially invested.
  • Investing is not for everyone, if you are unsure please seek independent financial advice.
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