Stock transfers

Stock transfer forms are an official government form that is used to transfer ownership of all or part of a Unit Trust/OEIC into another name.


Download a stock transfer form. One form is required per transferee and per fund.


How to complete a stock transfer form

Please refer to the "Guidance notes'' at the back of the form. For further assistance, please contact the HM Revenue & Customs Stamp Duty Office.

Please remember to quote your account details and send your completed form(s) to:
New Star Investment Funds
PO Box 9023
Chelmsford
CM99 2WB

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For PDF versions of fund factsheets, brochures, guides and more, please visit our literature library

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