Transfer stock from HIN to SRN
1. Delivering account - Complete details of delivering account at FinClear. Search by account
number/name and the other details will be pre-filled for you.
2. Transfer Details – Complete the receiving SRN registration name & address
3. Securities – List the securities to be transferred, number of units & the Security Reference
Number (SRN) if applicable. If no SRN is entered, a new one will be generated once the transfer
is complete & confirmed to the client?
4. Documents – Download OMT form. Transfer can now be saved as a draft pending receipt of
paperwork. Once received, upload Signed OMT Form + Licence or Passport.
*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.
