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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.



Do you already have a BrokerLine Share Dealing Account?

To transfer a Share Dealing Account held with another stockbroker simply complete the Broker to Broker Transfer Form (60KB PDF file). Please be aware that your existing provider may charge you a fee for doing this.

New customers

If you do not yet have a BrokerLine Share Dealing Account, you will first need to apply for an account. apply online now

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Move your existing ISA to BrokerLine and you'll benefit from low account management fees, low dealing fees and the choice of dealing online or over the phone.

Do you already have a BrokerLine Self-Select ISA?

If so, you can transfer an existing ISA to BrokerLine by completing the ISA Transfer Form (123KB PDF file).

New customers

If you do not yet have a BrokerLine Self-Select ISA please complete the New Customer ISA Transfer form (186KB PDF file).

Using this option shares do not need to be sold and bought back within the ISA wrapper. However, shares can only be deposited within 90 days of exercising the option to purchase the shares.

By transferring the shares into a BrokerLine ISA you could benefit from:

  • Low account management fees - the most you will pay is 25 + VAT per annum
  • Lower dealing fees - trade from just 15
  • Trade online and over the phone

To transfer shares for a maturing SAYE scheme into your BrokerLine Self-Select ISA send us:

  • A covering letter including your name, address and Self-Select ISA account number
  • The relevant shares
  • Evidence that the option to purchase was exercised within the last 90 days (e.g. a dated Notice of Exercise Option)

Please send the documents to:

BrokerLine
FREEPOST NEA 15919
PO Box 549
Leeds
LS1 1YZ

Please note that you may wish to send this by Royal Mail Special Delivery.

Or call us on 0808 208 4400 Mon to Fri 7.30am - 9pm, Sat 9am - 3pm (excl. public holidays).

Calls may be recorded.

If you hold OEICs, Unit Trusts or Investment Trusts, then you should perhaps consider registering them in your nominee account*.

If you hold OEICs, Unit Trusts or Investment Trusts, then you should perhaps consider registering them in your nominee account*.

  • Bring all your investments to one platform - this is much more convenient for administration
  • Enables you to get complete regular valuations of your portfolio, so you'll never lose track of your share dealing position
  • It will also help you to cut down on your paperwork.

And, it can be done at no additional cost to you.

* Please note that by holding your Unit Trusts, OEICs and Investment Trusts electronically in our Nominee service, your investments are registered in the name of our Nominee rather than your name. This means that your personal details will not be held on the company's share register. Whilst you will continue to receive any dividends, you may not receive all shareholder benefits and communications such as Annual Reports and Accounts or invitations.

How to transfer your OEICs and Unit Trusts to your Nominee Account

  1. Complete a Stock Transfer Form (32KB PDF file).
  2. Sign a letter of instruction confirming the name(s) of the fund(s) you wish to transfer.
  3. Return both forms to us at the address below and include a recent statement(s) from your Fund Manager(s) detailing your holding(s).

Please note: You will need to complete and sign a separate Stock Transfer Form for each OEIC and/or Unit Trust you wish to transfer.

How to transfer your Investment Trusts to your Nominee Account

  1. Complete a Share Deposit Form (which includes a CREST Transfer Form) (346 KB PDF file).
  2. Sign a letter of instruction confirming the name(s) of the Investment Trust(s) you wish to transfer.
  3. Return both forms to us at the address below, including the original certificate(s).

Please note: You will need to complete and sign a separate CREST Transfer Form for each Investment Trust you wish to transfer. Our telephone number is below - please contact us if you have any questions relating to the transferring of trusts and we will be pleased to help.

Return the completed forms, letter or instruction and enclosures to:

BrokerLine
Settlements Team
FREEPOST NEA 15919
PO Box 549
Leeds
LS1 1YZ

Or call us on 0808 208 4400 Monday to Friday 8am to 6pm.

Calls may be recorded.

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Call us on
0808 208 4400

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Lines are open:
Mon to Fri 7.30am - 9pm, Sat 9am - 3pm (excl. public holidays).
Calls may be recorded