Transferring to us

If you hold investments with another broker, Self-Select Stocks & Shares ISA Manager or SIPP Provider you can get all the great benefits of the Halifax Share Dealing Service by transferring your accounts to us. We are highly regarded in the financial world, which has lead us to being named as "Best Stockbroker" for the fourth year running in the 2006 readers' awards for 'What Investment' magazine.

Key benefits

• Deal online or over the telephone - access your account online 24/7, 365 days a year or by telephoning our UK based call centre (lines are open 8am - 9.15pm Monday to Friday and 9am-1pm Saturday excluding English Bank Holidays).
• Highly competitive dealing charges - deal online for only £11.95 (excluding international deals) or over the telephone from £15 (if the value of your deal is under £250 you can also sell shares online for only £5 ).
• Access to TradePlan - control risk and maximise profit without having to keep a constant watch over the stock market.
• Interest paid on cash balances held in your account.
• Automatic dividend reinvestment option - choose to have dividends from UK and Irish CREST eligible stocks automatically reinvested into the source stock with any remaining cash paid into your account.
• Shareholder benefits – if you ask, we can normally make sure you receive any benefits you are entitled to.

Before we can transfer any investments, you will need to open the appropriate account with us first - check out our 'Products' section for more details on our accounts. Please note, we can only transfer holdings where there is no change in beneficial ownership ie. if you hold a sole account with us, the stock you want to transfer should be held solely in your own name.

Simply download, print out and complete one of the transfer forms below. 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.

The transfer process may take several weeks to complete and the timescale is largely dependent on your existing provider and the registrars of each stock held. You should be aware that you will be unable to deal any stocks being transferred whilst the transfer is pending. We accept no liablity for the loss of any opportunity during the transfer. Please note your existing provider may charge you a transfer fee.