You can transfer existing shares or bonds into your Davy Select Account. Please be aware that some brokers charge exit fees and you should check these before you transfer.
Transferring Shares
Shares that you hold the certificates for
In order to transfer your existing holdings to your Davy Select Account you will need to send us your share certificates and a signed CREST Transfer Form (PDF). Please contact us on 01 614 8900 before you send any share certificates.
Shares that you hold with another broker
You can also transfer your existing holdings from other brokers into your Davy Select account. Please advise your current broker to contact Davy at nominees@davy.ie to execute the transfer.
Davy does not charge a transfer fee for the transfer of holdings from other brokers. However, please note that other brokers may charge you a fee for the service.
Transferring Bonds
You can also transfer your existing holdings from other brokers into your Davy Select account. Please advise your broker to contact Davy at nominees@davy.ie to execute the transfer.
Davy does not charge for the transfer of holdings from other brokers. However, please note that other brokers may charge you a fee for the service.
How can Davy Select help?
We can liaise with your existing providers to ensure your transfer is processed efficiently. This service is free. Call us at 01 614 8900 for more information.