Share Data > 2021

Year: 2021

Navigating Overseas Probate: effectively managing the pitfalls

  Working through overseas probate is never easy nor straightforward due to differing laws and regulations between countries. As a result, unforeseen challenges frequently occur when working on overseas probate cases, making the process strenuous and time-consuming. Probate and International Investments It is not uncommon for individuals to have assets abroad or hold international investments. For example, we estimated 3.5% …

Medallion Signature Guarantee

Is There A Demand for Medallion Guarantees In the UK? Investing in securities is a complex process, especially since 55.9% of the 2021 global stock market value is in the United States and there are special provisions which apply when foreign investors sell shares in the US market. Investors may need a Medallion Signature Guarantee to transfer the ownership of …

A Guide to Medallion Signature Guarantees

How to transfer the ownership of stocks or shares and investment securities from the U.S. and Canada It is a statutory requirement to obtain a Medallion Signature Guarantee when managing the movement of securities, stocks or shares from the United States of America or Canada. The Medallion Signature Guarantee protects clients accounts by limiting illegal, fraudulent transfers and potential losses …