Investment Trusts

How to transfer your Investment Trusts to us

The value of investments, and the income from them,
can fall as well as rise, and you may not get back the full amount you invest.

Sign a letter of instruction confirming the name(s) of the Investment Trust(s) you wish to transfer
Include the original Investment Trust certificate(s)
Complete a Crest Transfer Form (639kb PDF) and return it to us along with your letter of instruction and original certificates.

Please note: You will need to complete and sign a separate CREST Transfer Form for each Investment Trust you wish to transfer.

Need help? Call us on 0808 208 4400 Monday to Friday 8am to 6pm

Call us on
0808 208 4400

Typetalk
18001 0808 208 4400

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