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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.

Managing Your Account

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Best Execution Policy | (0.20 MB)

The Best Execution Policy details our regulatory obligations in ensuring that we transact client's orders quickly, efficiently and with their best interests firmly to the fore.

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Charity Share Donation Form | (0.15 MB)

Enables you to make a gift of shares to charity.

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Complex Instruments: Appropriateness Assessment | (0.41 MB)

This form is for those dealing with complex instruments including warrants and other derivatives.

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Conflicts of Interest Policy | (0.08 MB)

A guide to our Conflicts of Interest Policy.

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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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Gift Transfer Form | (0.03 MB)

The Gift Transfer Form allows you to make a gift of some or all of your shares, simply complete this form and send it with one or more share certificates, to us.

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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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Pension Dealing Account Form | (0.04 MB)

Redmayne-Bentley's Pension Dealing Account Form. This form is to be completed by the Trustees of the scheme. It should be read in conjunction with Redmayne-Bentley’s Terms and Conditions and Guide to Our Services and Charges.

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Prior Express Consent | (0.20 MB)

When dealing for you we will usually trade on a Regulated Market or Multilateral Trading Facility but there may be occasions when we are able to achieve a similiar or better result for you by dealing 'off market' with a market participant or 'Systematic Internaliser', to action this Prior Express Consent is required.

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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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Stock Transfer Form | (0.03 MB)

Use the Stock Transfer Form to transfer stocks, shares or other securities.

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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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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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