Share Data > Case Studies

Case Studies

February 17, 2020

The Case of U.S. Securities

Case Study, shareholdings, stockholder, united states, us shareholdings, W8-BEN

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 s...

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June 7, 2019

The Case of Canadian Securities

Case Study

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 s...

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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

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

Share Data's service is brilliant. Currently, sorting another one for you!

Deanne Taylor, Smalleys Solicitors Ltd

8th November 2019

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

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

Share Data recently sold (Canadian) shares on my behalf and I really want to say the service from the team was absolutely excellent!! Everything was done within the timescale and very professionally. My shares were Share Certificates which were arranged to have de-materialised. I am delighted with the service you and your staff provided, it was just such a smooth process with no stress at all to me!! I would highly recommend Share Data Ltd and have nothing but praise for your staff.

Private Individual

1st October 2021

"I contacted Share Data to provide me with a Medallion Stamp Guarantee. Having no previous knowledge or experience regarding obtaining a Medallion Stamp Guarantee, I found Pauline at Share Data to be friendly and professional, she made the whole process easy and painless. Great service!

Christine and Sunder Singh

9th March 2022

"Getting a MG stamp is not a very common process in the UK for a ‘lay’ person so it would be good for others in a similar position to myself to know there is a reputable & efficient company that can provide this service"

Christine and Sunder Singh

11th April 2022

Case Studies

The Case of U.S. Securities

The Case of Canadian Securities

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