Stock Transfer Form

This form should only be completed when a transfer of shares/stock has occurred.

The form begins with the entry field for the amount of consideration money (full amount paid).  Following this is the undertakings' name and the description of the security that is being transferred.

After this is the field where the amount of securities that are being transferred, firstly in words, then in numerical format (with denomination of units if there are any).

The name of the registered holder (whom the transfer is coming from) should be entered into the next field below.  If there is only one holder then their address should be given.

The signatures of the transferor(s) should follow with a field for the stamp of the Selling Broker(s) or the Agent(s) acting for the transferor(s) on the right.

Below this is the field for the name(s) and address(s) of the person that the security is being transferred to (needs to be entered in Block Capitals).

The final part of the form is the fields for the Stamp of the Buying Broker (if appropriate) and the Stamp or address of the person lodging this form, other than the buying broker.

To Activate the Form

To activate a completed form go to Edit | Share Register, select Transfers tab. Click New. Enter the necessary details, once complete click Insert. This will bring up the confirm share numbers to be disposed of screen.  Complete as necessary. This will automatically generate a stock transfer form.

To Display the Form

To display a form with basic details go to Reports | Forms with Basic Details | Form n/a - Stock Transfer Form. The form will open in Word showing the basic details which are the company name, the registered number and the Companies House contact details.

To display a blank form go to Reports | Blank Forms | Form n/a - Stock Transfer Form. This will open the completely blank form into Word.

Stock Transfer Form - Example

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