Transfer from your current broker
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1 Transfer from your current broker You send us this copy, and we send it to your broker. We do all the hard work to make it easy for you to transfer your existing shares with your current broker into your account with us. Your details First named applicant Second named applicant Your Barclays Stockbrokers account number (if known) Details of your current broker Broker s name Contact name Your reference number with them Your instructions please choose either 1. or I want to move all holdings to Barclays Stockbrokers. (please tick) 2. I have listed below the stocks and securities I want to transfer to Barclays Stockbrokers. (please tick) Number of shares or nominal value Cost of purchase of stock Full stock/security description (if known) Please continue on a separate sheet if necessary. Continued overleaf
2 Cash held with your current broker I want to move all cash held. (please tick) I want to move a specific amount of Transfer authority I instruct and authorise you (as my current broker) to transfer the cash and/or stocks listed to Barclays Stockbrokers. I authorise you to provide Barclays Stockbrokers with any information they need about the account(s) and to accept any instruction from them relating to the account(s). First signature Second signature Please fill in and return the top two copies of this form, and keep the back copy. Barclays Stockbrokers is the group name for the businesses of: Barclays Stockbrokers Limited, a member of the London Stock Exchange and PLUS. Registered No ; Barclays Sharedealing, Registered No ; and Barclays Bank Trust Company Limited, Registered No All companies are registered in England and the registered address is 1 Churchill Place, London E14 5HP. All companies are authorised and regulated by the Financial Services Authority. Item Ref: October 2007.
3 Transfer from your current broker You send us this copy, and we keep it. We do all the hard work to make it easy for you to transfer your existing shares with your current broker into your account with us. Your details First named applicant Second named applicant Your Barclays Stockbrokers account number (if known) Details of your current broker Broker s name Contact name Your reference number with them Your instructions please choose either 1. or I want to move all holdings to Barclays Stockbrokers. (please tick) 2. I have listed below the stocks and securities I want to transfer to Barclays Stockbrokers. (please tick) Number of shares or nominal value Cost of purchase of stock Full stock/security description (if known) Please continue on a separate sheet if necessary. Continued overleaf
4 Cash held with your current broker I want to move all cash held. (please tick) I want to move a specific amount of Transfer authority I instruct and authorise you (as my current broker) to transfer the cash and/or stocks listed to Barclays Stockbrokers. I authorise you to provide Barclays Stockbrokers with any information they need about the account(s) and to accept any instruction from them relating to the account(s). First signature Second signature Please fill in and return the top two copies of this form, and keep the back copy. Barclays Stockbrokers is the group name for the businesses of: Barclays Stockbrokers Limited, a member of the London Stock Exchange and PLUS. Registered No ; Barclays Sharedealing, Registered No ; and Barclays Bank Trust Company Limited, Registered No All companies are registered in England and the registered address is 1 Churchill Place, London E14 5HP. All companies are authorised and regulated by the Financial Services Authority. Item Ref: October 2007.
5 Transfer from your current broker You tear off and keep this copy for your records. We do all the hard work to make it easy for you to transfer your existing shares with your current broker into your account with us. Your details First named applicant Second named applicant Your Barclays Stockbrokers account number (if known) Details of your current broker Broker s name Contact name Your reference number with them Your instructions please choose either 1. or I want to move all holdings to Barclays Stockbrokers. (please tick) 2. I have listed below the stocks and securities I want to transfer to Barclays Stockbrokers. (please tick) Number of shares or nominal value Cost of purchase of stock Full stock/security description (if known) Please continue on a separate sheet if necessary. Continued overleaf
6 Cash held with your current broker I want to move all cash held. (please tick) I want to move a specific amount of Transfer authority I instruct and authorise you (as my current broker) to transfer the cash and/or stocks listed to Barclays Stockbrokers. I authorise you to provide Barclays Stockbrokers with any information they need about the account(s) and to accept any instruction from them relating to the account(s). First signature Second signature Please fill in and return the top two copies of this form, and keep the back copy. Barclays Stockbrokers is the group name for the businesses of: Barclays Stockbrokers Limited, a member of the London Stock Exchange and PLUS. Registered No ; Barclays Sharedealing, Registered No ; and Barclays Bank Trust Company Limited, Registered No All companies are registered in England and the registered address is 1 Churchill Place, London E14 5HP. All companies are authorised and regulated by the Financial Services Authority. Item Ref: October 2007.
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