Transferring between accounts

If you would like to transfer investments between two Bank of Scotland Share Dealing Accounts or to another Bank of Scotland Share Dealing customer, you can do this quickly and easily by completing an internal transfer form. Please note that you cannot directly transfer investments into or out of a Self-Select Stocks & Shares ISA or SIPP.

Simply download, print out and complete one of the forms below then sign it and return it to the address provided on the form. We will electronically transfer your investments to the account code you provide on the form. This process can take 2-3 working days from the day we receive your signed instruction.

 

Next Steps

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> Transfer investments between Share Dealing Accounts

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Halifax Share Dealing Limited trading as the Bank of Scotland Share Dealing Service. Halifax Share Dealing Limited.  Registered in England No. 3195646.  Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG.  Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS.  A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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Please remember...

The value of your investment can go down as well as up and you may not get back the full amount you invest. If you are in any doubt about buying or selling shares we recommend you seek advice from an Independent Financial Advisor.