Investments Held In Investment Trust Savings Schemes...

...or the Nominee/Crest Provider of another Financial Institution

You can transfer any shares, or their cash equivalent, held in an Investment Trust Savings Scheme or in the Nominee of a stockbroker or Crest Provider.

All you need to do is complete a Dealing Account Transfer-In Form and send it to us. Provided you have supplied all the necessary information, we shall contact the Manager of the Investment Trust Savings Scheme or the Nominee/Crest Provider and arrange the transfer of the stock to your Itshenderson Dealing account.

We shall advise you as soon as the shares are registered with us. You can leave the stock in your account, buy up to the value of any cleared funds you have transferred-in or sell part or all of the investment.


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