You can use the transfers tool in TC Ops to initiate HIN & stock transfers. To access the tool, navigate to "Transfers" in the lefthand menu and then "Transfer Requests".
You will see a dashboard where you'll be able to view all your transfers and their current status.
Types of transfer available:
- Broker to Broker - Transfer individual lines of stock from HIN to HIN. Include stock transfers from a custodia, OMT stock transfers (change of beneficial owner) & standard B2B stock transfers (no change of beneficial owner).
- HIN to HIN Transfer - Internal transfers between HINs which are both held with FinClear (both must be under your organisation).
- Issuer to CHESS Conversion - Transfer stock from SRN to HIN (No change of beneficial owner)
- OMT-Issuer to CHESS - Transfer stock from SRN to HIN (Change of beneficial owner)
- CHESS to Issuer Conversion - Transfer stock from HIN to SRN (No change of beneficial owner)
- OMT-CHESS to Issuer - Transfer stock from HIN to SRN (Change of beneficial owner)
If you do not have access to the transfers tool, please raise a ticket via our Client Support Portal to request access, or email rm@finclear.com.au.