A U.S. government shutdown occurs when Congress and the President fail to agree on and pass the necessary funding bills for government operations by a set deadline. As a result, federal agencies must legally halt or reduce operations due to insufficient funding, suspending many non-essential services. Other essential services may continue to operate, but with limited staff and resources. The …
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 …
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 …
+44 1403 271170
sales@sharedata.co.uk