sharedate Probate Valuations
sharedata Probate Valuations
valuations, sale and transfer, probate valuation, probate services, Tracing Beneficiaries, Grant of Probate, Resealing,Capital Gains Tax, CGT Service,Apportionment of base costs,Certificates, verification, Sale, transfer, investment securities,Medallion Guarantee, Transfer, US Securities,Dividend, recovery

 

Valuation Service Sale and Transfer Services Additional Services                           Tel: +44 (0)1403 271170

 

Sale & Transfer of
Investment Securities:


Resealing Grants of Probate
Medallion Guarantee

Dividend Recovery

Sales & Transfer Services Medallion Guarantee

Medallion Guarantee Signature - Transfer of US Securities

When you wish to sell or transfer US securities you need to sign the securities (stock) powers. The signature needs to be "guaranteed" before a transfer agent can accept the transaction.

Signature guarantees can be obtained from US financial institutions such as commercial or savings banks, a credit union or a broker dealer that participates in one of the US Medallion signature guarantee programmes recognised by the transfer agent.

Share Data can act for you in this process and ensure you signature is "guaranteed" according to the requirement of the transfer agent in charge of the transaction.

We require the following documents in order to obtain the Medallion Guarantee:

  • Completed and Signed Stock Power
  • US Securities Certificates
  • Identification for the signatory i.e. passport and utility bill dated within 3 months. (Copies certified by a solicitor are acceptable).

    We recommend that you mail these items to us by recorded delivery.

    For more information on Medallion Guarantee Signature and other Sale & Transfer services, please contact us

     


  • £255 for a Single Signature

    £285 for 2-3 Signatures

    (Incl. Agent Fees & Disbursements)

    Submit your Request

    All prices quoted are subject to VAT at the current rate.

    Tel: +44 (0)1403 271170