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Transfer paper share certificates

Important information: please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Make managing your investments easier

Handling investments is often easier when they're together and you know where to find them. If you hold paper share certificates, you may want to go paperless and transfer them to Fidelity online.

Safe and secure

No need to worry about lost or damaged certificates.

You’re in control

Buy or sell investments with thousands of options on offer.

Track your investments

Our reporting and analysis tools can help you to make informed decisions.

We've broken down the transfer process into three simple steps. Before you start, you'll need to have an Investment Account. If you don't already have one, you can explore the benefits and open an account. 

Use our A-Z search to find out whether we offer the shares you want to transfer to us. If we don’t offer the shares you hold, you cannot transfer them to us.

First, fill out a stock deposit instruction form. Next, complete a  CREST transfer form, (you will need a separate form for each company you hold certificates for). Please note:  If you’re sending multiple share certificates with different designations, you’ll need to provide a separate CREST transfer form for each account.

We'll need a wet signature on the CREST document as we’re unable to accept photocopies or computer printed signatures. 

 

Send the completed forms and your share certificates to Fidelity International, PO Box 391, Tadworth, KT20 9FU. We strongly recommend sending your share certificate(s) by recorded or special delivery, as they can be costly to replace. If your certificate is lost on its way to us, we are not responsible for the cost of replacing it.

If you hold shares electronically with Equiniti, Computershare or Link Asset Services, you can transfer them to us with the corporate nominee transfer instruction. Please contact your registrar to find out if you need to do anything else to finalise the transfer (such as complete additional forms or pay exit fees).

Why transfer your share certificates to us

Investing made easier

Access and manage your investments online using your mobile or desktop whenever suits you.

No exit fees

We don't charge exit fees if you transfer out of Fidelity. Also, when you transfer to us, we cover any exit fees your current provider may charge, up to a total of £500 per person. T&Cs apply

Lower service fee

Our typical service fee is 0.35%, but by bringing your investments together, you could qualify for Fidelity Wealth if you invest over £250,000 with us. One of the benefits is a 0.2% service fee.

We have a no-fuss solution to trading shares and managing investments. To discover more about our online service and what it can offer, read about investing in shares with us.

Yes, you can transfer UK share certificates into your Investment Account, for free. 

If you have a single share certificate

The share certificate must be in your own name. 

If you have joint share certificates

You’ll need to transfer joint share certificates into a joint Investment Account which matches the names on your certificate.

If you have multiple share certificates

You may have multiple certificates for one holding (possibly due to a dividend). Transfer them together using the same CREST transfer form, providing they have the same shareholder reference number. 

Before sending your share certificate(s) 

You’ll need to complete a CREST transfer form and stock deposit instruction form. Please send both forms to us with your original share certificates. If you need help completing the forms, you can download our guidelines here.

 

Our postal address is:

Fidelity International
PO Box 391
Tadworth 
KT20 9FU

We strongly recommend sending your share certificate(s) by recorded or special delivery, as they can be costly to replace. If your certificate is lost on its way to us, we are not responsible for the cost of replacing it.  

Once we receive your paperwork, it can take up to 10-working days to process your share certificate(s) into your account. If there are any problems or delays, we’ll contact you.

Holding your share certificates online means that you can: 

  • Manage all your investments in one place 
  • Automatically process your dividends and corporate actions online
  • Sell your shares quickly and easily

It’s free to transfer your share certificates to us and hold shares in a Fidelity Investment Account. Dealing charges will apply when you buy or sell shares in your account. For further details, please look at our share dealing charges.

No, you can’t directly buy or sell share certificates through us. However, you can transfer them into your Fidelity Investment Account and sell the shares online.

No, for tax purposes we can only deposit share certificates into a Fidelity Investment Account. If you have more than one Investment Account with us, you should specify which account you’d like the share certificate(s) in. If the account isn’t specified, we will deposit the certificates into the Investment Account with the highest value. 
 

No, we can only support UK share certificates.

If you have more than one Investment Account, please tell us which account you would like your shares to be held in by referencing your account number. If you don’t specify the account, we’ll deposit your share certificates into your Investment Account with the highest value of shares in.