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Transfer of assets

Can I transfer my existing portfolio of assets to MeDirect?

You can transfer your existing portfolio of securities apart from complex financial instruments or other financial instruments which we are unable to accommodate for online trading. You can send us a summary of your portfolio or send a duly filled in Asset Transfer Form, and we will analyse your holdings to confirm whether or not we can add the securities you hold to our tradable universe of securities.

Are there any fees for transferring my existing portfolio of investments to my Investment Account with MeDirect?

We do not charge any fee to transfer your securities from your current broker/financial institution to your account with MeDirect. We will reimburse third party transfer-out fees, up to 0.5% of the total value of the securities being transferred in. Please speak to your Relationship Manager in order to discuss how MeDirect can assist you in transferring your existing investment portfolio to us.

What are the steps for transferring my portfolio?

If you would like to transfer your portfolio, you need to download and send us a signed Asset Transfer Form. MeDirect will liaise directly with your existing broker to arrange the transfer on your behalf.

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We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.

For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.