Share Related Services

Share Related Services

We provide an array of additional share related services for those who have already had their Medallion Guarantee Stamp applied. Once you have a Medallion affixed, call us on 0203 985 9551 for help with any of the services detailed below.

Transfer Agent Issues

Has your sale or transfer paperwork been rejected? Perhaps you are not quite sure what went wrong. Our experience team are here to help. From helping with the federal transfer certificate to withholding tax or just the transfer forms, we are here to help before or after the medallion is affixed.

Uncashed Dividend Cheques

Uncashed dividend cheques can be an extremely difficult issue to overcome. Where US or Canadian holdings are concerned, if too many dividend cheques are uncashed and communication with the shareholder is lost, then it is possible that the shares have been escheated. In case this happens, time is of the essence. Communication with the correct department of the transfer agent is critical to try to put a hold on escheated shares. Of course, the goal is to recover any lost money from the uncashed dividends.

Deed of Variation

If you have shares that previously belonged to a deceased person and you have been through the probate process, before transferring or selling shares you may wish to enter into a Deed of Variation. Typically a deed of variation allows you to avoid future inheritance tax issues.

Brokerage Account

We are not affiliated to any particular Brokerage organisation. However, on our specific brokerage account page we have a selection of direct links to various brokers. Always remember that investments come with risk.

Portfolio Transfer

Portfolio transfers are becoming an increasingly preferred method for investors, insurers, and reinsurers. They allow capital to be released from unprofitable portfolios and transfer the funds between investment companies or stockbrokers. Read More…