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
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.
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.
No. The CREST nominee account is free!