Shareholder transfers

 

How to transfer certificated shares

Generally, to transfer or change share registration, current shareholders are required to submit a completed Share Transfer Form, proof of ownership, and photo ID. Recipients are required to co-sign the transfer form, provide compliance documents, and submit a completed Shareholder Details Form.

Requirements for certificated shares are dependent on the share registration — please contact Shareholder Services to confirm your registration and to obtain your specific forms and requirements.

Review the Transferring Shares Guide for additional general information, including compliance documents, trusts, estates, and powers of attorney.
 

How to transfer dematerialised shares

Dematerialised shares are held on the Bermuda Securities Depository (BSD), and transfers must be made through a broker from a Bermuda Stock Exchange (BSX) approved trading member, who will confirm the requirements.

Contact Shareholder Services to request a copy of your BF&M shareholder statement if you need proof of ownership for your shares.

 

Frequently asked questions

Can I transfer shares if I’m an executor of an estate or have power of attorney?

Yes. Proof of the appointment is required. If you, or a company, have been authorised to either act or inquire on the behalf of the power of attorney or executor, proof is required. Please provide a copy of documentation to Shareholder Services with your inquiry.

How do I transfer my shares if they are held in a nominee account?

BF&M is unable to facilitate transfers for shares held in nominee accounts. Please contact your custodian.