Can I Bed & ISA/SIPP share certificates?
Yes you can Bed & ISA/SIPP share certificates. Simply complete a postal Bed & ISA or Bed & SIPP form and return to our office along with your valid share certificates. You may also wish to complete a CREST transfer form for each stock/company that you are transferring at the same time. Your share certificates will usually be re-registered and available to trade 3 working days after we receive your completed CREST transfer form.
Alternatively, after processing your certificated Bed & ISA/SIPP we will send you a CREST transfer form; this must be signed and returned to 'freepost HARGREAVES LANSDOWN'. Failure to do this could result in the ISA or SIPP contribution becoming void or moving to the next tax year. Balance share certificates, where applicable, will be returned on completion of the Bed & ISA/SIPP.
It is also possible to first lodge the shares into a Fund & Share Account and then request the Bed & ISA/SIPP online. You will only be charged for the repurchase of the shares in the ISA/SIPP at our standard online dealing rates. Please note stamp duty, PTM levy and a spread in the buy/sale price may apply and there is an annual management charge to hold shares in the ISA/SIPP. For more information please view charges (please note there may also be tax implications from the sale of the shares in the Fund & Share Account).
To lodge the shares you will need to send the original share certificate(s) along with a Fund & Share Transfer form and a CREST transfer form. Once the shares have settled, you can request a Bed & ISA/SIPP online, by selecting the ‘Bed & ISA/SIPP’ icon, under the ‘Actions’ column, when viewing your stocks in your Fund & Share Account.