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Forms & Downloads

We have provided a series of downloadable forms (in PDF format) to help you apply for our share dealing and investment products and services, or modify your account.

Getting Started

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A Guide to Investing in the Stock Market | (1.98 MB)

A Guide to Investing in the Stock Market is a useful guide into the world of stocks and shares, stockbrokers and stock markets.

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A Simple Guide to Buying and Selling Shares | (0.19 MB)

Fact Sheet providing a simple guide to buying and selling shares.

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Agent Terms of Business | (0.21 MB)

Terms of business for intermediaries within the UK and EU.

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CREST Personal Membership Account | (0.15 MB)

With a CREST Personal Member Account you can gain access to electronic settlement by nominating a stockbroker to manage your shareholdings for settlement purposes only.

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Crest Transfer Form | (0.02 MB)

The Crest Transfer Form allows you to transfer stock into your nominee account or on the sale of certificated stock.

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Equity Insight & Regular Communications Subscription Form | (0.05 MB)

The Equity Insight & Regular Communications Subscription Form offers you each fortnight (25 issues per year) a copy of EI, Equity Insight provides you with fresh market commentary, a focus on individual sectors, technical analysis on stocks, investment ideas for both investors and traders, recommendations of city analysts, potential trading opportunities and share reviews. To order your regular copy Equity Insight please download, complete and return this form. Overleaf, you will find other regular communications available.

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ETF Fact Sheet | (0.18 MB)

Fact Sheet on Exchange Traded Funds

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Guide to services and charges EURO | (0.38 MB)

Our Guide to Services and Charges outlines the services we offer

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Guide to Services and Charges UK | (0.66 MB)

Our Guide to Services and Charges outlines the services we offer and our standard dealing and custody charges for UK clients.

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Inter-Broker Transfer Form | (0.15 MB)

The Inter-Broker Transfer Form allows you to transfer your assets into a new or existing Redmayne-Bentley nominee account from another broker(s).

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Nominee Account Agreement Form | (0.25 MB)

The Nominee Account Agreement Form allows you to sign up to Redmayne-Bentley's Nominee Service which takes away the hassles and headaches of paperwork associated with the buying and selling of shares. In times of decreasing delivery and settlement times, this service offers a secure, fast and efficient settlement process. It means that you will never have to worry again about losing a share certificate or missing settlement deadlines.

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Settlement by BACS | (0.10 MB)

Settlement by BACS is a quick and efficient way of receiving funds. Provided that we receive your stock two working days before settlement day, you would receive cleared funds into your bank/building society account two working days after settlement day.

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Terms and Conditions | (1.36 MB)

Our Terms and Conditions are a comprehensive guide to our provision of services, your responsibilities, opening your account, dealing, settlements, and many other aspects of our share dealing services.

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Trust Account Application Form | (0.36 MB)

The Trust Account Application form is used to supply details of the trustees when opening a trust account.

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Verification of Identity for UK Residents | (0.04 MB)

The Verification of Identity for UK Residents details the identification documents that are required to verify your identity.

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If you are having problems downloading any of our forms or brochures please call us on: 0113 200 6470

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