Probate Service Professionals FAQs

Solutions to common Problems

• Need apportionment of base costs?
• Lost share purchase contract note?
• Unfamiliar security?
• Missing certificate?

You need to ascertain the apportionment of base cost following a demerger:

You are only too aware of what’s involved:

• Order two copies of the Daily Official List,
• Trawl through all the late deals to obtain the correct First Market values.

Alternatively, you can ask Share Data to supply you with either Inland Revenue-accepted First Market Values or the actual Apportionment ratios.

Our service is available for all securities listed on all markets worldwide.

Your client has lost their share purchase contract note:

No problem. We can establish the start date of a particular holding and are even able to provide an Inland Revenue-accepted acquisition price. Market prices can also be provided for each subsequent acquisition.

Your client has certificates for an unfamiliar security:

If your client holds share certificates that bear no resemblance to anything currently quoted it can be a time consuming business to establish what the current holding might be.

In today’s world of corporate reorganisation, acquisitions, name changes, demergers and liquidations it’s all too easy to lose track of a shareholding.

Luckily, Share Data is able to track the history of a shareholding, irrespective of the age of the security. Our service even covers unlisted shares and shares listed overseas exchanges.

Your client is missing some share certificates:

As you know, you need to possess all the valid certificates to be able to either transfer or liquidate a shareholding. Missing certificates will have to be replaced and a letter of indemnity may be required.

Fortunately, Share Data can assist, making this a straightforward process.

Please contact us for more information.