Share Data > View all posts by Romy Threadgold
Author: Romy Threadgold

Webinar Recap: Missed Millions

Ensuring all assets are identified during estate administration Inheritance Data Director of Strategic Partnerships, Emma Baddaley, recently hosted a webinar with Share Data General Manager, Teresa Lowe, discussing the depth and scale of unclaimed assets in the UK. Continue reading to learn more about the webinar and watch the full recording. Hitting an all-time high and estimating over a staggering …

The Case of U.S. Securities

The client came to Share Data needing assistance to sell two of the estate’s shareholdings in AbbVie Inc and Abbott Laboratories, both U.S. listed securities. The AbbVie Inc shares were held electronically and the Abbott Laboratories shares were held in a certificated format. We provided all of the forms required to send to the transfer agent and completed as much …

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 …

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 the shares to be sold and for the net proceeds …

Slide I have been extremely impressed with the service received and won't hesitate to both use and recommend share data's services in the future. Jennifer B, David Auld & Co Solicitors

16th August 2019

Slide My firm have used share data for their medallion guarantee services for foreign shareholders since the beginning of 2018 – each occasion has been efficient and successful which leads to happy clients. I would strongly recommend their services, with a special mention for teresa – who is friendly, helpful and gets the job done. Asset Manager

23rd August 2018

Slide Share Data's service is brilliant. Currently, sorting another one for you! Deanne Taylor, Smalleys Solicitors Ltd

8th November 2019

Slide Thank you for processing our Medallion Guarantee and for all of your assistance leading up to it. Share Data have a great service. Walker Crips Investment Management

6th August 2020

Slide I wish everyone was as quick and easy to deal with as you have been. It is truly a pleasure and a great contrast to most other financial service companies in Canada and New Zealand that I have dealt with in the past. Private Individual

26th November 2019