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How to transfer paper share certificates

If you hold paper share certificates and want to transfer them to a Fund and Share Account, we can help. Here's what you need to do. 

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Before you start

  • If you're new to HL, you will need to open a Fund and Share Account as part of the transfer process. This can take up to 48 hours, so please bear this in mind.
  • The name on the share certificates should match the name on the Fund and Share Account you’re transferring them to. 
  • You will need to send your original share certificates in the post. We recommend using recorded delivery when doing this. 

How to transfer if you already have a Fund and Share Account

  1. Go to the transfer page.  
  2. Select ‘Share certificates’ from the dropdown menu, then select ‘Next’.  
  3. Select 'Yes’ to having a Fund and Share Account with HL, then select ‘Next’.  
  4. Read the important information, Key Features and Terms and Conditions, and note down everything you need to transfer.  
  5. When you’re happy, select ‘Download form’.   
  6. Complete the transfer form.  
  7. Send the transfer form, along with your share certificates, to:

    One College Square South
    Anchor Rd
    Bristol
    BS1 5HL

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How to transfer if you do not have a Fund and Share Account

  1. Go to the transfer page.  
  2. Select ‘Share certificates’ from the dropdown menu, then select ‘Next’.  
  3. Select 'No’ when asked if you already have a Fund and Share Account with HL.  
  4. Select ‘Open a Fund and Share Account’.
  5. Select ‘Open an account’.  
  6. Read the important information, Key Features and Terms and Conditions about the Fund and Share Account, then select ‘Open a Fund and Share Account now’. 
  7. Complete the Fund and Share account application form online.
  8. Once you have completed your application, on the confirmation screen, select ‘Transfer now’.
  9. Complete the steps and download the transfer form.  
  10. Send the transfer form, along with your share certificates, to:

    One College Square South
    Anchor Rd
    Bristol
    BS1 5HL
Start transfer nowRight arrow icon

What happens next

It can take up to five working days to confirm the transfer of your investments. 

We will contact you once the transfer is complete.

Also in Transferring to HL

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