Are you planning to transfer shares from your Evli Bank account to another bank?
Here’s a clear guide to help you through the process, whether you’re transferring shares to a Finnish or a foreign bank.
How do I transfer my entire securities account to a Finnish bank?
If you wish to transfer your entire securities account from Evli Bank to another Finnish bank, simply contact your new service provider. They will handle the transfer on your behalf. Evli will not charge you any service fees for transferring the entire account. Please note that such an account transfer is only possible to another Finnish book-entry account.
What if I want to transfer only part of my shares to another Finnish bank?
If you wish to transfer only a portion of your shares to another bank, you will need to fill out a transfer mandate. The transfer mandate is available in your portal under “Evli Custody” choose “Holdings & Transactions” and then “Share transfer”. Please note that charges according to the prevailing price list will apply for partial transfers.
- Fill in the share transfer mandate form
- Sign the form with a handwritten signature.
- Provide a copy of your passport with the signature visible.
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Return both documents to the Allshares Helpdesk. Alternatively, you can upload the documents in the portal under "Documents" by selecting "File Uploads" and "Upload New File".
How do I transfer shares from Evli Bank to a foreign bank?
If you wish to transfer shares from your Evli Bank account to a bank outside Finland, you will need to fill out a transfer mandate. The transfer mandate is available in your portal under “Evli Custody” choose “Holdings & Transactions” and then “Share transfer”. Please note that charges according to the prevailing price list will apply for foreign transfers.
- Fill in the share transfer mandate form
- Sign the form with a handwritten signature.
- Provide a copy of your passport with the signature visible.
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Return both documents to the Allshares Helpdesk. Alternatively, you can upload the documents in the portal under "Documents" by selecting "File Uploads" and "Upload New File".
Will my acquisition prices be transferred automatically to the new bank?
Please note that the acquisition prices for your shares will not automatically be transferred to the receiving bank. Kindly inform the receiving bank about this to make sure that the acquisition prices are correct when you sell your shares.
You can download the acquisition prices from the Incentive portal under “My Systems” -> “History” -> “Acquisition Prices” -> “Export to Excel”. For further guidance, please refer to our article on how to find your acquisition prices.
Are there any special rules for employer share plans or incentive client accounts?
- Employer Share Plans: If you participate in an employer share plan, some plans may require you to keep your shares at Evli Bank for a specified period to receive matching shares. Check your plan’s terms before transferring shares.
- Incentive Client Accounts: Only shares from your employer’s share plans can be transferred to your incentive client account at Evli Bank.
Where can I get more help with transferring shares?
Visit our Custody page for more information or to initiate a transfer. If you have any questions, Allshares Helpdesk is ready to assist you.
Transferring shares is a straightforward process with Evli. Please ensure you have all required documents and check the specific rules for your share plans before starting.