Portfolio Transfers

Incoming Portfolio Transfers

• Full HIN transfers
• Stake's participant ID (PID)
• Securityholder Reference Number (SRN) transfers and issuer sponsored transfers
• Transferring share ownership
• Broker to broker transfer (B2B) process
• Broker to broker transfer (B2B) process

Outgoing Portfolio Transfers

• Outgoing portfolio transfer process
• Outgoing portfolio transfer process