Moving holdings over to IG.

[J-JKirwin]

Hi guys…

So I have shares through a company I used to work for, I’ve received dividends into my bank account off them for around 10 years now but recently contacted them asking can I withdraw my funds and close account. 
 

They said  need to open an account with a broker that participate on the ASX, and then have that broker convert the holding over to them? 
 

Could someone point me in the right direction of how to do this. 
 

Thank you. 

[AndaIG]

Hi @J-JKirwin

Thanks for the query. 

You can find details of how to transfer investments here: https://www.ig.com/au/help-and-support/investments/transferring-investments

All the best, 

Anda

[J-JKirwin]

On 07/02/2022 at 13:45, AndaIG said:

Hi @J-JKirwin

Thanks for the query. 

You can find details of how to transfer investments here: https://www.ig.com/au/help-and-support/investments/transferring-investments

All the best, 

Anda

Hi Anda, is it possible to transfer Issuer-Sponsored shares over to IG? I filled out the forms and sent them off on Monday 7th but not heard anything back as of yet. 
 

thank you for your help. 

[AndaIG]

Hi @J-JKirwin

We have checked this with the Transfers team. Unfortunately Issuer-Sponsored transfers are only available to our Australian based account holders. As you are a UK based client it is not possible. Apologies for the confusion. 

All the best, 

Anda 

[J-JKirwin]

Hi Anda, thank you for your quick response. 
Surely there Is there another way I can transfer these? IG is the only broker I use. 

 

[ArvinIG]

11 hours ago, J-JKirwin said:

Hi Anda, thank you for your quick response. 
Surely there Is there another way I can transfer these? IG is the only broker I use. 

 

Hi @J-JKirwin,
Do you hold physical share certificates or are the shares hold by a UK registrar?
https://www.ig.com/uk/help-and-support/investments/transferring-investments/how-do-i-transfer-share-certificates-or-shares-held-with-a-uk-re

Since you sent all the documents the transfer team will be able to asses how to transfer your shares over. You can reach out to transfer.

Alternatively you can reach out to heldpesk.uk@ig.com.

All the best - Arvin