Forms

Do you want to transfer a portfolio or do you want to invest on the American stock exchanges? For some requests it is necessary to fill in a separate form. On this page you will find the forms you may need.

Transfer form for securities

Use this form when you want to transfer an existing portfolio to MeDirect.

 

W-8BEN for the U.S. Stock Exchange

Use this form when you want to buy and sell stocks on the US stock exchange.

 

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