Forms
Our forms are all available in PDF format and you need Acrobat Reader to view them. You can download a copy from the Adobe web site if required.
Regulations change continuously and in order for us to stay compliant we are required to request supporting documentation from you when opening an account or amending personal or bank details with us. This will be more apparent to you the longer you have been a Selftrade customer, as we may request information from you which we haven’t previously.
There are a number of reasons why we require supporting documentation. As the majority of our business is carried out online, we don’t meet our customers face to face so we have to carry out due diligence, verify who you are and comply with anti money laundering regulations. You can be assured that, you, as a customer are also being protected because we are helping to minimise your risk of identity theft by carrying out these checks.
Application forms
CFD / Spread Betting account - sole
(for a joint account, please also complete the
joint applicant form)
Transfer forms
Company dealing account transfer
Joint Dealing account transfer
SIPP Dealing account transfer notification
Use these forms to transfer custody of your existing holdings to Selftrade. If you don't have an account you also need to send us a completed application form.
You should use the forms above to transfer securities currently held electronically from another broker.
You should use CREST forms to transfer each security currently held in certificated form:
US Tax forms
W-8BEN >
Certificate of foreign status.
Risk warnings
Warrants and Other Complex Instruments Risk Warning Notice and Appropriateness Assessment
This risk warning notice must be read and accepted and the appropriateness assessment completed before trading in complex instruments is permitted.
Posting items to Selftrade
Urgent or important forms
If you are posting us something that needs to arrive as soon as possible, you should use the address:
Customer Accounts Administration
Selftrade
Boatman's House
2 Selsdon Way
London E14 9LA
If you're posting valuable documents like share certificates you may also wish to consider sending these by registered mail.
Non-urgent communications
If time is not critical then you should use our FREEPOST address:
Customer Accounts Administration
Selftrade
Freepost LON18047
London E14 9BR
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Selftrade is a trading name and Selftrade® a registered trademark of Talos Securities Limited, which is authorised and regulated by the Financial Services Authority (FSA Register number 208271) and is a member of the London Stock Exchange and PLUS Markets. Talos Securities Ltd is incorporated in England and Wales (Registration No. 4196325, Registered Address: Boatman's House, 2 Selsdon Way, London E14 9LA). VAT No. 629 2807 22.
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