Designated Broker Service - Application Forms

At Barclays Stockbrokers we understand that everyone’s investment needs are different and so we’ve developed accounts to match these needs.

No matter which account you choose, you’ll benefit from multi-channel access so you can choose to deal online or by phone. You can also take advantage of a comprehensive range of online resources.
If you want a sharedealing account, you can open:

• MarketMaster account - our trading account, with flat rate commission online and tiered commission by telephone.

 

Simply indicate which account you’d like by ticking the box on the Designated Broker Sharedealing account application form.

• Or, if you’re looking for tax-efficient investment, choose our ISA which allows you to use your annual ISA allowance and benefit from our great sharedealing service. 

We have included the forms you’ll need to open and manage your account. Download the form then simply print, complete and sign and send to us - we’ll take care of the rest.

Please make sure you have read our Terms and Conditions and the Barclays Wealth Terms and Conditions before applying for an account.

If you have a questions or problems please contact us.

 

Barclays Stockbrokers Account Application Forms

 

Designated Broker Sharedealing account application form

To open a nominee sharedealing account and benefit from trade details being sent to your employer.

 

 

Investment ISA application form

An Individual Savings Account form for tax-efficient savings

 

 

Foreign Dealing Account application form

To open a Foreign Dealing Account.  Only available to existing MarketMaster account holders. If you intend on trading US stocks, you should also read the W-8BEN Guide and complete the W-8BEN form.

W-8BEN Guide

W-8BEN form

 

 

Other Forms

 

Account Linking form
To link your Barclays Stockbrokers accounts to help you achieve a lower commission rate by accumulating the trades you make.

 

 

 

Stock Lodgement form
To add shares to your MarketMaster account.

 

 

 

Application for User Access form
To grant permission to allow another individual to view and/or deal in your account.

 

 

 

 

Account Transfer Forms

 

Transfer from current broker form

To transfer a sharedealing account from another broker to a Barclays Stockbrokers MarketMaster account.

 

 

 

 

 

 

CREST Transfer form
To transfer certificated shares to your Barclays Stockbrokers account.

 

 

 

Stock Transfer form
To transfer stock from one individual's name into the name of another individual to fund a Barclays Stockbrokers account.

 

 

 

Debit and Cash Management Forms

 

Direct Debit form
To set up a Direct Debit for shortfalls and fees in your Barclays Stockbrokers account.

 

 

 

Regular Payments Direct Debit form
To set up regular payments to your Barclays Stockbrokers account.