Transfer ownership of shares

To transfer a holding in the Saga Nominee Service to another person within the Saga Nominee Service, you will need to complete Form A.

To transfer certificated shares in to the Saga Nominee Service under the same name, you will need to complete Form D.

For certificated shares, you will need to download and complete a Stock Transfer form.

To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below.

Equiniti
Aspect House
Spencer Road
Lancing
West Sussex
BN99 6DA

For advice on Stamp Duty, please refer to the HMRC website.

To withdraw your shares from the Saga Nominee Service, you will need to complete and return a transfer form.

The following types of withdrawal are available:

• Withdrawal to certificated form in another name - Form B required
• Withdrawal to certificated form in the same name - Form C required
• Withdrawal to an alternative nominee provider/broker - Form E required

To transfer a holding in to the Saga Nominee Service from another nominee provider or broker, you will need to complete Form F.