Stock Transfers & Corporate Actions

How to request a stock transfer through the platform

To transfer a stock to or from Saxo Capital Markets, you as the IB or the client can do so on the platform or Webconnect. 

‘Launch deposit and transfer module in PRO from Menu’

‘Click on Securities Transfer’

‘Complete broker and stock details before submitting’

Please note: Many brokers require the client to write to them directly to instruct them to release the stock. In order to save time it will be a good idea to ask the client to do this as soon as the stock transfer form is complete.

Saxos's CREST details for UK stocks

UNITED KINGDOM

Citibank N.A.
CREST A/C: BA01F
BIC: CITIGB2L

How to elect on a Corporate Action

When a client has a Corporate Action, e.g. an upcoming dividend, that needs an election you and the client will see a notification on your platforms. To elect go to ‘Account’ then ‘Corporate Action Voluntary Events’

‘Click on ‘Other’ from Menu’

‘And then Corporate Action Events module.’

‘The Corporate Action will be listed. Click ‘Elect’ to see the details.’

‘Type in the amount of stock that the client holds either in the ‘Cash’ or ‘Stock’ option, then submit.’

Transferring stock that is not on the platform

Please complete this spreadsheet if the stock is not listed on our platform and email it to primeservice@markets.saxo

Saxo Markets
40 Bank Street, 26th floor
E14 5DA
London
United Kingdom

United Kingdom

Trade Responsibly
All trading carries risk. To help you understand the risks involved we have put together a series of Key Information Documents (KIDs) highlighting the risks and rewards related to each product. Read more
Additional Key Information Documents are available in our trading platform.

Saxo Markets is a registered Trading Name of Saxo Capital Markets Ltd (‘SCML’). SCML is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 551422. Registered address: 26th Floor, 40 Bank Street, Canary Wharf, London E14 5DA. Company number 7413871.

This website, including the information and materials contained in it, are not directed at, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in the United States, Belgium or any other jurisdiction where such distribution, publication, availability or use would be contrary to applicable law or regulation.

It is important that you understand that with investments, your capital is at risk. Past performance is not a guide to future performance. It is your responsibility to ensure that you make an informed decision about whether or not to invest with us. If you are still unsure if investing is right for you, please seek independent advice. Saxo Markets assumes no liability for any loss sustained from trading in accordance with a recommendation.

Apple, iPad and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc.