Account management

Depositing share certificates

Depositing your existing share certificates is simple and once it’s done there’s no need to worry about missing paperwork – your shares will be held securely in our electronic nominee.


Key benefits

  • Once your share certificates are deposited you can deal online for just £12.50 commission or over the telephone for £25.
  • You can view your account valuation 24/7 using our online service (prices are 15 minutes delayed).
  • Your trade will settle in just 3 working days (10 working days for certificate trades).
  • Use our FREE market research centre for all the latest charts, news and prices.
  • Automatic dividend reinvestment - choose to have dividends from UK and Irish CREST eligible stocks automatically reinvested.

How to deposit share certificates

  • Before you can deposit any certificates you will need to open a Halifax Share Dealing Account.
  • Simply download and print out a Transfer Form and a CREST Transfer Form for each stock holding.
  • Complete, sign and return the forms, attach the relevant share certificates and return to the address provided on the transfer forms.

    You will be unable to trade any stocks being deposited into your account whilst the transfer is pending. We can only transfer holdings where there is no change in beneficial ownership i.e. the account name should match the name on the certificate. We also recommend that you send your certificate by recorded or special delivery as we accept no responsibility for the loss of any certificates.


    Depositing into a Self-Select Stocks & Shares ISA

    Under HM Revenue & Customs regulations it is not possible to directly transfer existing holdings into an ISA unless they have matured from an approved employee sharesave, share option or share incentive plan within the last 90 days. If the shares are not from such a plan and you hold paper share certificates you will need to deposit them into a Share Dealing Account, sell the shares then reinvest the proceeds into a Self-Select Stocks & Shares ISA. This sale may trigger a gain for Capital Gains Tax purposes.

    If your shares have matured from an approved plan you will need to send us a written request to directly transfer your shares into your Self-Select Stocks & Shares ISA, along with proof that the shares have matured from an approved scheme into your name in the last 90 days. We would recommend that you send such requests at least two weeks before the end of the 90 day period to give us time to carry out relevant checks. Please send this for the attention of Halifax Share Dealing ISA Administration Department at Halifax Share Dealing Limited, Lovell Park Road, Leeds, LS1 1NS. If you have any questions about this please do not hesitate to call us on 08457 22 55 25. If you're calling from abroad or would prefer not to use the 0845 number, you can call us on
    +44 (0) 113 270 1154.

    We do not offer a certificated share transfer facility into our SIPP.

Transfer to us

If you hold investments with another broker, ISA Manager or SIPP Provider you can get all the great benefits of the Halifax Share Dealing service by transferring your accounts to us.

How to transfer to us

  • Before you can transfer your shares to us you will need to open a Halifax Share Dealing Account, Stocks & Shares ISA or SIPP.
  • Once the account is opened, simply download, print out and complete the appropriate transfer form at the bottom of the page.
  • Please ensure that you read any notes which may accompany the form, then sign it and return it to the address provided on the form.

You will be unable to trade any stocks being deposited into your account whilst the transfer is pending and we accept no liability for any loss of trading opportunity during the transfer. We strive to ensure every transfer is completed as quickly as possible however the timescale is largely dependent on your existing provider and the registrars of each stock held – the process may take several weeks to complete. Your existing provider may charge you a transfer fee.


Transfer forms

Transfer between accounts

If you would like to transfer investments between two Halifax Share Dealing Accounts or to another Halifax Share Dealing customer, you can do this quickly and easily by completing an internal transfer form.

Simply download, print out and complete the form, sign it and return it to the address provided on the form. We will electronically transfer your investments to the account code you provide within 3-5 working days of the day we receive your signed instruction.

Please note that you cannot directly transfer investments into or out of a Self-Select Stocks & Shares ISA or SIPP.

Trading U.S securities

Halifax Share Dealing Limited has obligations to the Internal Revenue Service (IRS) with respect to customers that hold U.S. securities and receive U.S. source income. We are required to obtain documentation from these customers that allow us to comply with these obligations and, where the customer is eligible, we can provide a reduced rate of withholding tax to their U.S. income.  Therefore, customers who intend to trade in U.S. securities or who are currently holding U.S. securities must provide a valid Form W-8 or Form W-9. 

Please note that we do not provide tax advice and if you have any questions you should consult a professional tax advisor.

Please send your completed form to:

Corporate Actions Department
Halifax Share Dealing
Lovell Park Road
Leeds
LS1 1NS


 Planning to trade on the New York Stock Exchange?

If you want to trade online on the New York Stock Exchange you’ll need to complete the NYSE Subscriber Agreement form and return this to:

Dealing Administration Department
Halifax Share Dealing
Lovell Park Road
Leeds
LS1 1NS


Download the NYSE Subscriber Agreement

Share dealing ISA forms

  • ISA Transfer Form
    Transferring an ISA from another provider to Halifax Share Dealing.

Share dealing account transfer forms

  • Transfer Form A and Crest Transfer Form
    Transfer your certificated shares into a Halifax Share Dealing Account (both forms need to be completed).
  • Transfer Form D
    Transfer investments held in another broker's nominee account into your Halifax Share Dealing Account.
  • Transfer Form E
    Transfer your investments between Halifax share dealing accounts.

Share dealing SIPP forms


I’ve completed my form, what next?

Once you have filled out your form please send this onto us at the following address:

Halifax Share Dealing
Lovell Park Road
Leeds
LS1 1NS

Halifax Share Dealing Limited.  Registered in England and Wales no. 3195646.  Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG.  Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332.  A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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Understand the risks

Please remember the value of your investment can go down as well as up and you may not get back the full amount you invest.

We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor.

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