Securities transferring

Securities transferring documentation including:

  • 03 Request for transferring all securities/Request for partially transferring securities (Form 25, 26/LK) or Account closing request (Form 24/LK) in case of closing account;
  • Valid ID/Passport and Authorisation Agreement (institution).

Step-by-step process:

Step 1: Customer please:

  • Bring ID and Authorisation Agreement (institution) to Pinetree to transfer securities or close account.
  • Fill Request for transferring all securities/Request for partially transferring securities (for transferring securities) or Account closing request (for transferring securities to close account).

Step 2: As soon as receive securities transferring documentation, Pinetree will transfer securities and notify customer after transfer securities successfully.