Share Data > 2019
Year: 2019

Mid-Year Review 2019

The Share Data team can hardly believe we are halfway through 2019! Since January, we have been busy helping clients with their shareholdings and getting ready for a major industry event in October. Take a look below for a detailed snapshot at mid-year review. The Case of Canadian Securities Our latest case study highlights how we helped a UK based …

The Case of Canadian Securities

A UK-based Solicitor’s firm reached out to Share Data seeking our expertise. They required assistance with three Canadian Investments for an estate they were dealing with. They instructed us to close two Canadian bank accounts and to sell the shares held in Great-West Lifeco with the proceeds being paid into the solicitor’s account. To be able to successfully transfer or …

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