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
+44 (0) 1403 271170

 

Valuation Sale and Transfer Services Medallion Service Additional Services


Sale & Transfer of
Investment Securities:


Resealing Grants of Probate
Medallion Guarantee
Dividend Recovery
Missing Share Certificates

Share Transfer or Sale

UK
£84 Sale plus Brokerage
£84 Transfer
£6 Postage

Non-UK
Quotation On Request

Paper Certificates Conversion

Canadian Share Certificate

£75 for the 1st certificate
£15 per any additional certificate

US Share Certificate

£50 per certificate

Minimum Charge - £60

All prices are inclusive of VAT.

Sale and Transfer of Investment Securities

Share Data arranges the sale or transfer of any security.

Our Sale & Transfer Service is divided into four steps:

  • Confirmation of the validity of the share certificates and replacing missing ones where necessary
  • Preparation of the Transfer/Sale forms for client signature
  • Submission of the signed Transfer/Sale forms to registrars/brokers
  • Return of the new share certificates/cheque for the sale proceeds


    Sale of Investment Securities

    Share Data prepares the necessary forms for your signature and then sends all the required documentation to a stockbroker to arrange sale of the shares. Then the stockbroker returns the cheque for the sale proceeds to you.


    Transfer of Investment Securities

    Share Data maintains a library of standard documents and wordings for signature. We provide you with the appropriate transfer form for signature and inform you of all the requirements for share transfers.

    We then submit the transfer to the registrars and return the share certificates in the new name(s) to you for distribution to the new holder(s).

    If you sell shares, you may be liable to Capital Gains Tax on any gain you have made. Please see our Capital Gains Tax Service for assistance with preparing your tax return.

    If you hold US securities and wish to transfer or sell them, please refer to our Medallion Guarantee Service. Share Data can also assist with the sale or transfer of any overseas security.

    Missing Certificates?
    Share Data can arrange the replacement of any missing share certificates. Read More


    Conversion of Paper Share Certificates

    Share Data can also help you with converting paper share certificates into their eledctronic format. Converting your certificates into book-entry or statement form will enable you to easily trade using online share dealing services and reduce your trading cost.

    For more information on Sale & Transfer of Investment Securities please contact us

     

  • Get in Touch

    Call us now on
    +44 (0) 1403 271170
    to discuss how we can help you or simply get a free no obligation quotation.

    You can also fill out our online form and we'll get back to you shortly.