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Transfer to us

If you want to transfer investments into our Share Dealing ISA or Share Dealing Account you will need to fill out certain forms, which you can download from this page

Share Dealing ISA transfer form

If you want to transfer an ISA from another provider to your Lloyds Bank Share Dealing ISA you will need to complete and sign the following form.

ISA manager transfer form (PDF, 99.4 kB)

A few things to keep in mind before you transfer your ISA to us:

  • You will be unable to trade any stocks while they are being deposited into your account. We can’t accept liability for any trading opportunities you might miss during the transfer.
  • The process may take several weeks to complete. We will do our best to make sure that every transfer is completed as quickly as possible. However, the timescale is largely dependent on your existing ISA manager and the registrars of each stock held.
  • Your existing ISA manager may charge you a transfer fee.
  • We no longer accept transfers of trail-bearing (‘dirty’) funds.

Share Dealing Account transfer forms

Share certificates

If you want to transfer physical share certificates into a Lloyds Bank Share Dealing Account, you will need to complete and sign the following forms. Please note that you’ll need to complete a CREST transfer form for each share certificate you wish to transfer.

Transfer form A (PDF, 91.7 kB)opens in a new browser window.

CREST transfer form (PDF, 39.8 kB)opens in a new browser window.

From another broker

If you want to transfer Investments held in another broker's nominee account into your Lloyds Bank Share Dealing Account, you will need to complete and sign the following form.

Transfer form D (PDF, 97.2 kB) Opens in a new browser window.

Between Lloyds Bank Share Dealing accounts: If you want to transfer your investments between Lloyds Bank Share Dealing accounts, you will need to complete and sign the following form.

Transfer form E (PDF, 97.5 kB)Opens in a new browser window.

A few things to keep in mind before you transfer your shares holdings to us:
  • You will be unable to trade any stocks while they are being deposited into your account. I’m afraid we can’t accept liability for any trading opportunities you might miss during the transfer.
  • The process may take several weeks to complete. We will do our best to make sure that every transfer is completed as quickly as possible. However, the timescale is largely dependent on your existing broker and the registrars of each stock held.
  • Your existing broker may charge you a transfer fee.
  • We no longer accept transfers of trail-bearing (‘dirty’) funds.

Transferring shares from an HMRC approved scheme/plan

Under HM Revenue and Customs regulations it isn’t possible directly to transfer shares into an ISA unless they were purchased as part of an HMRC approved Save As You Earn (SAYE) option scheme or a Share Incentive Plan (SIP). These were formerly known as Approved Employee Share Ownership Plans.

If your shares have matured from an approved plan, you’ll need to send us a written request to directly transfer your shares into your Share Dealing ISA, along with proof that the shares have been exercised (or withdrawn from an SIPP) in the last 90 days. This is known as a Letter of Appropriation and can be obtained from your share scheme administrator.

We would recommend that you send your request at least two weeks before the end of the 90-day period to give us time to carry out relevant checks.

90-day transfer form for electronically held investments (PDF, 62.1 kB)Opens in a new browser window.

90-day transfer form for certificated investments (PDF, 63.5 kB)Opens in a new browser window.

Our address

Once you have completed the form(s) please send to the following address:

Lloyds Bank Direct Investments
Lovell Park Road
Leeds
LS1 1NS