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.

Transfer forms

Dealing account transfer

ISA transfer

SIPP Dealing account transfer notification

Child Trust Fund transfer

Joint Dealing account transfer

Investment club transfer

Company dealing account transfer

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:

CREST transfer 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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