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
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.
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.
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.
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.
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to directly transfer your shares into your Share Dealing ISA, along with proof that the shares have been exercised (or withdrawn from an SIPP) in the last 90 days.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.
Once you have completed the form(s) please send to the following address:
Lloyds Bank Direct Investments
Lovell Park Road
The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.