How Long Does The In-Specie Transfer Process Take?

Processing times are dependant on the type of transfer, please see below:

  • Listed securities held with a broker - For transfers of listed securities with a broker, after all relevant documentation is received these transfers take between 1-2 weeks to complete. 
  • Listed securities held with the registry - For transfers of listed securities with a registry, after all relevant documentation is received these transfers take between 1-2 weeks to complete. 
  • Managed Funds - For transfers of managed funds, after all relevant documentation is received these transfers can take 2-3 weeks. Transfers may take longer when they are held via the Custodian and there are multiple funds, as each fund manager is involved with the transfer.

Related:

Have any questions for us?

If you cannot find the answer you are looking for, you can submit a request and we will be in touch as soon as possible. Alternatively you can contact us on 1300 988 878, or email us at wealth@masonstevens.com.au