https://www.ptt.cc/bbs/Foreign_Inv/M.1482940470.A.CC0.html
網友分享如何將國外券商的股票轉回台灣複委託,過程免手續費。
轉貼內文:
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看板Foreign_Inv
作者:v8533021 (V8)
標題[心得] :TDA轉永豐複委託經驗分享
時間:Wed Dec 28 23:54:27 2016
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嗨!各位版友大家好
前陣子將TD Ameritrade的股票移轉回台灣,在過程中有碰到一些疑惑與不確定,所以在成功移轉後來板上分享給大家,讓其他板友可以參考我的經驗。
首先要將TD Ameritrade持有股票移轉回台灣有兩種方式:
1.將所有持股變賣,再將所得現金匯款回台
2.透過DTC方式,直接將TD Ameritrade持股轉移到複委託帳戶名下
我是透過第二種方式來移轉(DTC移轉),過程中兩邊都沒有被收取費用,在台灣的複委託帳戶屬於永豐,整個DTC移轉過程需要兩份文件,分別傳送給TD Ameritrade與永豐,兩份文件分別為
(1)股票庫存轉戶授權書(連同購入成本證明一同寄給永豐)
空白表單 https://goo.gl/Gf51bU
(這張網路上找不到,是業務寄給我的)
(2)Partial Transfer Form (寄給 TD Ameritrade)
空白表單 https://www.tdameritrade.com/forms/TDA139.pdf
填寫範例:
第一張股票庫存轉戶授權書的填寫範例可以參考這裡
永豐表單範例 https://goo.gl/MnPm7y
其中「授權人原存券商之DTC」根據在美國證券集中保管結算公司(DTCC)
所查得的資料,TD Ameritrade的DTC號碼為0188
另外這份文件還需要檢附成本證明,我是從TD Ameritrade裡下載列印
位置是:
登入TD Ameritrade->My Account->Positions->Confirmations->該持股購入資料
最後將「股票庫存轉戶授權書」與「成本證明」一同寄給永豐
而第二份Partial Transfer Form,我的填寫範例在此
TDA139範例 https://goo.gl/MLfZrM
首先要注意的是這份文件務必要填寫後列印出來,
親筆簽名並掃描後寄給TD Ameritrade,像我第一次直接在電腦上填資料、簽名,結果被退回,對方表示一定要用列印後掃描的方式才能夠接受,另外在填寫「與轉入方的關係」時,不知道英文的「本人」該怎麼寫,所以就搜尋相關用法,發現寫法可寫「Principal」,而轉入方的公司、戶名、DTC號碼、帳號,我是參考上一份永豐表單給的資料來填寫,在戶名的部分有參考Rib大的文章,註明自己本身的戶名(to:XXX)
在第三部分則填寫欲移轉的股票代號與數量,而下面的選項「Electronic Transfer to Dividend Reinvestment Plan」
我沒有勾選,原先以為這個是移轉非整數股數才要勾選,後來為了寫這篇心得文,所以有特別跟TD Ameritrade客服詢問過,原來這個選項是之後還要參加股利再投入才勾選,不過永豐目前還沒有股利再投入的服務
所以我想應該也是不用勾選的。
而這份文件掃描後可以透過TD Ameritrade裡的Client Services->Message Center傳送給TD Ameritrade。
總結以上整個過程兩邊都收到文件後大概3~7天內就可以移轉完成,之後就會看到複委託帳戶內的庫存持股增加,不過有一個小地方要提醒大家,移轉到永豐複委託帳戶後,發現該持股的市值會比實際上低,並不會等於持股數x收盤價,經過客服及網頁確認後才發現,永豐系統的市值計算公式會扣除掉預估的稅務費用,造成看到的市值比實際上低。
註:永豐市值計算公式為 昨市值=昨收價*昨庫存-(預估相關稅費)
以上心得及範例僅提供參考使用,提醒您還是務必要向您的券商服務人員確認,如發現本文有錯誤及疏漏處還請指正,希望這篇文章有幫助到大家!
補充:
原先在TD Ameritrade共持有五支標的,將其全部出售,
並將帳戶內所有餘額購買AOA,最終現金餘額只剩下$39,
並且整個移轉過程中都沒有收到TD Ameritrade的電話。
「html form用法」的推薦目錄:
html form用法 在 Eric's English Lounge Facebook 的精選貼文
[詞彙區別] constitute, compose, consist of, comprise, account for, make up 的區別
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詞彙區別: http://wp.me/p44l9b-16B
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在寫作的時候,有些同學為了避免重複使用相同的詞彙,卻選用了意義上不盡相同的詞,而無法精確地表達出自己所想傳達的想法。這問題很可能來自於考生平時在語言學習上過於依賴中英翻譯,因此在不夠了解某些詞彙精準的用法的情況下,很容易造成讀者的誤解。
為了幫助同學增加詞彙量並且精確地在口說和寫作上使用這些字,我建議同學們不要一開始的時候就死記硬背一群同義詞彙 (e.g. decline, decrease, diminish, dwindle, reduce, alleviate) 。雖然如此做會快速幫同學累積對這些詞的認知,可是認知都會停留在模糊階段。建議同學先熟悉其中一兩個單詞以後在開始累積相關的同義詞彙,也應該用搭配詞跟片語加上完整的例句和短文來輔助自己對單詞的理解。同時同學們也應該在使用這些單詞之前先查查字典,更進一步了解這些詞彙的使用方式。
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1. constitute: to constitute something is to form a whole, especially of dissimilar components: Love and hate can constitute a balanced relationship.
constitute 所“構成”的事物在屬性和特徵上,亦或在組織上,與組成成分是一致的。
-Seven days constitutes a week (七天構成一個星期。).
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2. Compose: to compose means the same as to constitute, but implies that the components have something in common: Water is composed of hydrogen and oxygen.
在表示“由……材料構成”時,見於被動語態;在用於主動語態時,一般它所表示的“構成”或“組成”總包含著融合為一,而且主語或者是複數名詞或者是集體名詞。
-Concrete is composed of cement, sand and gravel mixed with water. (混凝土由水泥、砂、石子與水摻和而構成。 )
-Mere facts, when badly stated, do not compose a good book. (僅僅有資料,如果陳述得很糟糕,並不能組成一本好書)
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3. account for: 說明(原因、理由等); 導致,引起; (在數量、比例上); 占 (e.g. This group accounted for 60% of the population.)
(在數量、比例上)占
These products, in total, account for about 80% of all our sales (這些產品總共約占我們全部銷售額的80%。).
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4. make up: 組成 to combine together to form something [= constitute]:
-Women make up only a small proportion of the prison population. 女人只佔監獄人口的一小部分。
-The committee is made up of representatives from every state (委員會由每個州的代表組成的。).
-Children makes up only 10% of the population (兒童只佔人口的10%。).
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5. consist of: to consist of something is to be made up of it: A lethal dose of nerve agent VX consists of only 10 milligrams.
consist of 的含義與被動語態的 compose 相同
-Though the costume consists only of a sheet, it was very effective. (雖然那件化裝服裝僅由一條床單組成,但效果很好。)
-This group consists of men, women, and children.
(這個小組由男人,女人和孩子們組成的。).
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6. comprise: to comprise something has the same meaning as to consist, often implying that the whole is regarded from the point of view of its individual parts: The chain is comprised of many links, and is only as strong as its weakest.
comprise 在表示“構成”時,其內涵是“包括”或“覆蓋”*
-The committee comprises men of widely different views (這個委員會由見解甚為懸殊的人組成。).
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從這些動詞的意思來看,若要表示數個個體或項目組成一個整體時,我們可用 compose 或 constitute。
England, Wales, Scotland, and Northern Ireland compose/constitute the United Kingdom.
(英格蘭、威爾斯、蘇格蘭和北愛爾蘭組成了聯合王國。)
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若要表示一個整體是由個數個體或項目所組成時,我們可用 comprise* 或 consist of / be composed of 。
(compose 經常用於被動態,而以 be composed of 的型式出現,意思和用法跟 consist of 完全一樣。)
-The United Kingdom comprises*/consists of/is composed of England, Wales, Scotland, and Northern Ireland.
(聯合王國是由英格蘭、威爾斯、蘇格蘭和北愛爾蘭所構成)
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詳細的說明: http://www.learnerhall.org/2012/12/consist-of-compose-contain-comprise.html
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*在這幾個字當中,僅 comprise 兼具其他字的意思,但它也是最麻煩、最讓人困擾的字。英語 評論人士強烈反對 comprise 被用作 constitute 的意思以及 comprise 以被動態形式 be comprised of 來表示 consist of 的意思,所以對於 Fifty states comprise the United States. (五十個州組成了美國) 和 The United States is comprised of fifty states. (美國是由五十個州所組成) 這樣的句子結構,他們期期以為不可,而堅持只有 The United States comprises fifty states. 才是唯一正確的用法。但他們反對的這兩種用法其實早已是不 折不扣的標準英語,一些新版的字典甚至將 be comprised of 堂而皇之地列為片語,如 The course is comprised of ten core modules. (這門課是由 10 個核心單元組成)。然而,在公說公有理,婆說婆有理,各有堅持的情況下,在此建議:若使用 comprise 會讓你覺得心虛或沒把握,那麼不妨使用它的同義詞,也就是沒有爭議的 constitute, consist of 或 be composed of 來代替之。
*An interesting history of sense development concerning the word comprise has caused confusion, if not hate for the word itself. The most common mistake is confusing consist and comprise with each other. To say A lethal dose of nerve agent VX comprises of only 10 milligrams, is wrong because it is not analyzed from each separate component or milligram, but rather as a whole dose. In fact, there is a lot of skepticism and criticism of the word “comprise” all together. “None of the many neat schemes purporting to describe its correct use seems accurately to describe the way Standard English users actually employ comprise.” (Bartleby) Thus it is suggested to use constitute and/or compose as active verbs, while consists and/or includes as passive. However, if your use of the word can clearly indicate its context, separate from the its other accepted use, choosing a substitute is not necessary.
Also, ”Comprises” is "better" grammar than ”is comprised of.” “The whole comprises multiple parts” is better than, “The whole is comprised of multiple parts.” Even better though is, “Multiple parts comprise the whole."
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Sources:
http://www.bartleby.com/68/3/1403.html
http://bulo.hjenglish.com/question/33021/
http://blog.cybertranslator.idv.tw/archives/2590
http://www.tiscali.co.uk/reference/dictionaries/english/data/d0081813.html
http://www.learnerhall.org/2012/12/consist-of-compose-contain-comprise.html
http://everything2.com/title/consist%252C+comprise%252C+constitute%252C+or+compose
More sentences:
-The pie chart consists of/comprises of the percentages of four different fuel sources used in electricity production.
-Electricity (that is) produced with coal composed/constituted/accounted for 50% of the total electricity (that is)produced.
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contain vs. include:
Contain: Something is considered to be within something else.
The toy contains many small moving parts. ->The small moving parts are a part of the toy.
Include: Something is added to something else, possibly containing it, possibly not.
-This toy includes batteries. -> The batteries are not a part of the toy. They just come with the toy.
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