How do I send you share certificates?


27/07/2017 - Note: The CREST counter are not currently processing/accepting stock deposits or withdrawals and won’t be until further notice. This is due to the recent cyber-attacks that have happened. “You may still request your stock to be deposited or withdrawn through your broker but please bear in mind that we currently have no indication as to when certificates will be able to be deposited.


To send share certificates to be lodged in an Beaufort Securities account you need to download, print and complete a CREST Transfer Form. Once completed, please send the form(s) along with your certificate(s) to:

Beaufort Securities Ltd
63 St Mary Axe
London
EC3A 8AA

How do I transfer shares to you from another broker/counterparty?

To arrange an electronic transfer from another broker/counterparty to Beaufort Securities you need to download, print, complete and send us a Transfer In Form. We will then contact your current broker/counterparty. If you only wish to carry out a partial transfer from another broker/counterparty to Beaufort (i.e. selected stocks) please download, print, complete and send us a Partial Transfer In Form.

This process usually takes up to 10 working days. 

Can I hold my existing shares in my account?

Yes. Your shares will be held on a CREST nominee account for safe and easy access. This will enable you to see from your portfolio exactly how many shares you hold and to be able to sell when you want without delay and not face the risk of losing your certificates in the post when you do want to trade. To lodge shares onto your account send us your certificate(s) and the appropriate completed Crest Transfer Form (see above) and we will arrange the rest.

Do you charge for keeping my shares?

No. The CREST nominee account is free!