Whether you wish to transfer your paper share certificates to be held electronically or transfer an account you currently hold with another broker, simply fill in the necessary forms and we will arrange the transfer.
Transferring shares from another broker
Simply complete a Transfer Form and send it to:
Yorkshire Building Society Share Dealing Service
c/o Jarvis Investment Management plc
78 Mount Ephraim
Kent TN4 8BS
Please note - We do not charge a transfer fee, but your current provider may charge your transfer/closure fees.
Transferring your shares certificates to us
If you wish to transfer your share certificates into your Trading Account simply print off and fill in a Crest Transfer Form and then send it, recorded delivery, in with your share certificate(s) to the address above.Crest Transfer Forms Guidance notes
What details do I need to put on the form?
The only fields you will need to fill in are;
Name of Undertaking : e.g. Marks and Spencer
Description of Security : e.g. Ord 25p
Please complete form in type or in block capitals : write the total holding in words e.g. ONE HUNDRED
Figures : write the total holding numerically e.g. 100 in the Name (s) of : provide the FULL name and address of the owner (s)
Please sign here : all owners should sign the form where indicated
You should also note the following
You need to fill in one CREST transfer form for each share holding.
If all certificates are for the same stock then you only need to fill in one form. For an example of this form click here.
You cannot transfer existing share holdings directly into an ISA. However, we can help you sell them and re-purchase them within the ISA through a process called this is called BED & ISA.