To transfer issuer (SRN) sponsored holdings to your Marketech HIN, simply:
- Print and complete the attached Issuer
Sponsored Holding Transfer Form (the form must be signed by pen).
- Submit to
Marketech at email@example.com
- Attach copies of your individual holding statements (no
more than 12 months old) or a recent
- Issuer holdings statements
and/or dividend statements provided must display the full Securityholder Reference Number (SRN) e.g.
- The registration of your issuer
holdings must be in the exact name/entity and
registered address as your Marketech account. This includes joint accounts -
you cannot transfer a holding registered in a single name to an account
registered in joint names;
- The registration address on your issuer holding statement must also match your Marketech registration
to obtain a copy of your issuer sponsored holding statement:
If you do not have a current copy of your holding statement or
latest dividend statement, you can obtain this online by visiting the
corresponding share registry's 'investor centre' and entering your Securityholder
Reference Number (SRN) and your post code under the Single Holding Login.
If you do not have access to your SRN you will need to contact
the relevant share registry to find out how you can obtain your holdings
What to do if your issuer sponsored holdings are registered in an
If the registered name/entity on
your issuer holding statement reflects an old name e.g. your maiden name (and
therefore does not match your registered name at Marketech), you will need to contact the corresponding share registry to
have your holding(s) updated with your current name. You will then need to request a copy of the holding statement(s)
reflecting your updated name.
Each share registry has a
different process, so visit their website for more information.
What to do if your issuer
sponsored holdings are registered in an old address
You will need to contact and update the
corresponding share registry with your current address and request updated
statements to be provided to you.