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I already have some certificated shares; can I transfer these into my Stocks and Shares ISA?

Although ISA rules prevent you from transfering shares from paper certificates directly in to a Stocks and Shares ISA, with our ISA you get a free Equiniti Investment Account. This is a no charge nominee account which you can transfer your certificated shares into and you can use this account to help you put shares into your ISA.

Once your shares are transferred in to an Investment Account you can sell them, transfer the money into your ISA and repurchase the shares within your ISA account, giving you the tax efficiencies. This can be done easily online or by calling customer services on 0845 300 0430. You will, however, be liable for any changes in share price which happens during this process.

To transfer your certificated shares into your Investment Account please complete a CREST Transfer form and send it with your certificates to Equiniti, PO Box 4605, Worthing, BN99 6QY . Your shares will then be held in electronic form on your behalf in the Investment Account. You can then follow the steps above to repurchase the shares and hold them in your Shareview Dealing ISA.

If you’re posting any valuable documents, such as share certificates, you may want to send these by registered mail.

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Equiniti Limited and Equiniti Financial Services Limited are part of the Equiniti group of companies and whose registered offices are Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA, United Kingdom. Company share registration, employee scheme and pension administration services are provided through Equiniti Limited, which is registered in England & Wales with No. 6226088. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England & Wales with No. 6208699 and is authorised and regulated by the UK Financial Services Authority.