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HIN to HIN Transfer (both HINs at FinClear)

Transfer stock between HINs which are both held with FinClear under your organisation.

In TC Ops navigate to Transfers > Transfer Requests in the lefthand menu and then click the "+ Create Transfer" dropdown in the top righthand of the screen.  Select "HIN to HIN Transfer". 

Complete the form as follows:

  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. 
  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. 
  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*.

To use this transfer type, both HINs must be held under your organisation at FinClear. To transfer a HIN or stock  held at FinClear under another organisation, please use the "HIN In" or "Broker to Broker" transfer types.