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Transfer shares

Learn what options are available to transfer your shares, whether they are certificated or held digitally.

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Looking for a form?

If you are looking for a form or document, please check our Useful documents page.

Useful documents

Transfer Digital Shares

Showing 6 of 6 FAQs

To transfer a CSN holding to another person, with the shares remaining in the CSN, you will need to complete our Form A. To download one, please visit our documents page. Alternatively, please use one our contact channels if you need some assistance.

To transfer certificated shares into the CSN, without changing the registered name, you will need to complete our Form D. To download one, please visit our useful documents page. Alternatively, please use one our contact channels if you need some assistance.

To transfer shares from your nominee provider/brokers into the CSN without changing the registered name, you will need to complete our Form F. To download one, please visit our useful documents page. Alternatively, please use one our contact channels if you need some assistance.

To transfer shares out of a CSN you will need to complete one of the following forms. Please note you can only change the beneficial owner of the shares if you are transferring shares out of a CSN to be held in certificated format (Form B).

Please ensure you download the correct form. A transfer fee may apply (please see the form for details on how to pay the fee):

  • Form B - transfer to a certificate (changing beneficial owner of the shares)
  • Form C - transfer to a certificate (no change in beneficial owner)
  • Form E - transfer to another broker (CREST participant)

To download one, please visit our useful documents page. Alternatively, please use one our contact channels if you need some assistance.

If the current sole holder has died, the death will need to be formally registered before the transfer can take place.

Find out more about registering the death of a shareholder

If you have already registered the death please complete the Form A (Exor Legal Rep).

To transfer shares held in a CSN to charity (ShareGift), you will need to complete the ShareGift CSN Form.

ShareGift is a charity (No. 1052686) that helps turn small shareholdings into money for good causes. It does this by combining small holdings that would cost more to sell than they are worth. The proceeds from these combined sales are donated to a wide range of UK-registered charities, based on donor suggestions. For more details, please visit www.sharegift.org.

Please note the combined sale proceeds are donated to more than one charity. If there is a UK charity or cause you support you can provide details on the form. ShareGift uses this information, subject to due diligence, when choosing the charities it supports.