Trasfer certs to TD Direct

Andrea B.

Hi.
I recall a post here, but unfortunately can not find, and it was about a user having had a problem transferring shares to their TD Direct account (Crest Transfer).
Has anybody carried out this process with TD, and if so can they advise?
Thanks

Prezatch

I'm also going to be doing this for some old stocks of mine. Procedure seems to be as follows per their website:

If you hold share certificates in your sole name, you can deposit them into your Nominee account allowing you to view all of your holdings online.

You just need to complete and sign a CREST Transfer Form which can be downloaded from the Forms section of our website for each stock held and return to us with your share certificates. Use our CREST Transfer Form Generator which automatically creates pre-filled CREST Transfer Forms in PDF format which you can then download, print out and complete.

Once logged in go to Payments &Transfers/Transfer Shares In. Alternatively, send us your share certificates with a covering letter clearly stating your name and account number. We then send you pre printed transfer forms for you to sign and return.

Please send your certificates to: Nominee Department TD Direct Investing Exchange Court Duncombe Street Leeds West Yorkshire LS1 4AX. It is recommended that Customers use Recorded Delivery Then sending documentation to us so that they can trace missing parcels.

Once we have received your share certificate and Transfer Form we will register your holding into your Nominee account, and your holding will be updated online.

This process is free and should take:

- For UK listed stocks, the process will take up to 6 weeks after receipt of valid completed transfer documents.

- International / Funds (Unit Trusts / OEIC) stock deposits and transfers take a minimum of 8 weeks from receipt of valid documentation with the custodian or third party.

(Shareholdings that have emerged from an approved sharesave/profit share scheme will be transferred in within 90 calendar days from the date of receipt of the shares). If you wish to deposit sole named certificates into a Joint account, a signed Gift Form is required to confirm the change of ownership.

You will receive a Gift Form once the certificates have been received in the office, which will need to be signed by the Sole named party wishing to deposit the stock. This will allow us to record any changes in the beneficial ownership of shares as a gift and allow for the exemption of stamp duty on the transfer of your holding.

Once you have completed the Gift Form, please return it to:

TD Direct Investing
AA 1626
P.O. Box 1424
FREEPOST
Dublin 2.

On receipt of the signed Gift Form it normally takes approximately five working days to deposit your shares into your Joint Nominee account. We are unable to deposit Joint named certificates into a Sole named account, as one of the named parties on the certificate is not named on the TD Direct Investing Trading Plus Account. If you wish to deposit the shares they will need to contact the registrar and change the name on the certificate to match their TD Direct Investing Trading Plus account.