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 fulfill 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.

Latest Articles

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. […]

Resealing, Ancillary Probate, North American shareholdings, Medallion Guarantees and the USA Internal Revenue Service

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 […]

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 […]