Stock Transfer Form for funds

The Stock Transfer Form for collective investment schemes is used by investors in UK funds to transfer ownership of their units / shares to other parties. The current version of the form dates from 2014.

The Investment Association is running a consultation on some amendments to the form for the benefit of users. It is inviting feedback and input on any, or all, aspects of the proposed document by 30 June 2023. Full details of the consultation and proposed changes are available here

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