Internal transfers between HINs which are both held with FinClear.
1. Receiving Account – Complete details of receiving account at FinClear. Search by account
number/name and the other details will be pre-filled for you. Note account must not already
have a HIN.
2. Delivering Account – Complete details of delivering account at FinClear. Search by account number/name and the other details will be pre-filled for you. Note account must not already
have a HIN.
3. Securities – list securities to be transferred. For high volumes there is a CSV Import option.
4. Documents – Confirm signatories & download form. Transfer can now be saved as a draft
pending receipt of paperwork. Once received, upload Signed Transfer Form + Licence or
Passport of both clients*.
*Most brokers require wet signatures + ID with each transfer request. There may be some
exceptions to this, for the latest information please contact our transfers team.
