Donating securities is a convenient way to transfer investments to relatives, closed ones or other individuals without having to sell them.
Documents
Donor and Donee – have to provide Freedom Broker with a Donation Agreement signed by both parties. It may be sent:
- By e-mail: [email protected]
- In the Freedom Broker mobile application: “Menu – Support”.
After that, a manager will contact the client to submit an order for withdrawal and deposit of securities.
Commissions
Transfer of securities between brokerage accounts within Freedom Finance Global PLC is free of charge.
Additional documents
In some cases, depending on Freedom Broker's internal procedures, additional documents may be required. The manager will inform you about this when processing the request.