Share Data > View all posts by Romy Threadgold

Author: Romy Threadgold

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 …

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 …

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 probate or equivalent in the jurisdiction in which those shareholdings and assets are situated. Where those assets are situated in jurisdictions within the Commonwealth, or in certain circumstances formerly so, such as Australia, …

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