If you’ve got an employee sharesave which is about to mature, you can transfer your shares to us with ease.
If your shares have matured from an approved plan, you'll need to send us a written request to directly transfer your shares into your Stocks and Shares ISA, along with proof that the shares have been exercised (or withdrawn from a SIP) in the last 90 days.
This is known as a Letter of Appropriation and can be obtained from your share scheme administrator.
We would recommend that you send your request and all the required paperwork at least two weeks before the end of the 90 day period to give us time to carry out relevant checks.
Please note, If your shares are currently held on certificate you also need to complete a CREST Transfer Form.
Please send your completed form to Halifax Share Dealing, ISA Administration Department, Lovell Park Road, Leeds LS1 1NS
Before you can transfer to us you’ll need a share certificate and you will also need to open a Halifax Share Dealing Account.
Once you’re ready to transfer you need to:
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.
Halifax Share Dealing is an award winning share dealing service winning awards in 2016 & 2017 for:
Please also familiarise yourself with the following documents:
I want to apply for a: