If I’m transferring another share portfolio across from a different stockbroking firm to Shaw and Partners, do I have to buy and sell all the shares?

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.