If you are looking to transfer another share portfolio across from a different stockbroking firm to Shaw and Partners, we can help.
You will not need to buy and sell your shares.
If you are looking to transfer your portfolio to Shaw and Partners we can easily assist. The authority to transfer your Chess portfolio and Holder Identification Number (HIN) is within the account opening forms that you would sign once you agree to use our services. For example, trustees with a self-managed super fund, both directors of a corporate trustee will sign the authority to remove the previous sponsoring broker and appoint Shaw and Partners as their sponsoring broker.
This process can take approximately 48 hours and if all the information matches, there is no buying or selling fee, or account transfer fees. Get in touch to discuss this further.
To get in contact, please reach out here.
Frequently asked questions
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Should I participate in dividend reinvestment plans (DRP)?
October 14, 2020 -
How have you gained the expertise you have today?
October 13, 2020 -
Do you buy international stocks?
September 25, 2020