Share Data - The Valuation Expert

Share Data has considerable experience in investment securities valuations and provides high quality portfolio, SIPP and probate valuations for a full range of securities.

Our  Valuation Services Suite has been designed to fulfil the needs of our different clients who rely upon our prompt and comprehensive valuations.

In addition, we can assist with the sale or transfer of any investment securities, including overseas ones. Our Sale and Transfer Services can either follow a valuation or be a direct request made by a shareholder.

Share Data is committed to providing comprehensive services to help private individuals, unfamiliar with legal and administrative processes, as well as busy professionals.


Sale of Foreign Shares

Unlike the UK, where shares can be sold by the executors in any case, in many overseas countries the shares cannot be sold until they have been transferred into the names of the Executors. The assignee may now wish to sell the same. If requested, our brokers can arrange for […]

Trusts to Require LEI Number to Sell Shares

The original ‘Markets in Financial Instruments Directive’ (MiFID) sought to remove barriers to cross-border financial services within Europe for a safer, more transparent and evenly balanced marketplace as a whole. Extending these transparency requirements, MiFID II will have an even more pronounced impact across the landscape and as part of […]

Resealing Grants Overseas

When non-UK shareholdings and assets have a value so that an informal procedure such as a ‘Small Estate Procedure’ cannot be used, it is necessary to obtain a probate or equivalent in the jurisdiction in which those shareholdings and assets are situated. Where those assets are situated in jurisdictions within […]

High Value Medallion Signature Guarantees for US and Canadian Securities

For North American transfers et al, you may be aware that US and Canadian transfer agents require a special stamp affixing to their documentation guaranteeing that the signature(s) on the required documentation is authentic. As this is common place in North America, it has become somewhat of a minefield for […]

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