Share Data > Sale & Transfer Service
Sale & Transfer Service

Get help selling or transferring shares in four easy steps.

 

Our Share Transfer & Sale service is divided into four steps:

  • Confirmation of the validity of share certificates and replacing missing ones where necessary;
  • Preparation of the forms for client signature;
  • Submission of the signed forms to registrars/brokers;
  • Either Return to you the share certificates in the new name(s) or Arrange for the net proceeds to be paid by our brokers directly to you.

Know that if you sell shares, you may be liable to Capital Gains Tax on any gain you have made.

If you hold US securities and wish to transfer or sell them, please refer to our Medallion Guarantee Service.
Share Data can also assist with the sale or transfer of any overseas security.

 

DO YOU HAVE INTERNATIONAL SHARES YOU WISH TO SELL?

Share Data can also assist with the sale or transfer of any overseas investment security.

Through our agent, we can arrange to buy and sell shares in all developed world equity markets.

  • All clients stock, once deposited, is held securely by our agent’s overseas custodian, Bank of New York Mellon;
  • Funds can be received in all major world currencies.

If the sale or transfer is linked to a probate, take advantage of our specialist resealing probate service.

If you are selling or transferring US securities, have a look at both Medallion Signature Guarantee and Form 706-NA completion services.

 

DONATING SHARES TO CHARITY?

Sometimes the cost of selling shares may outweigh their value. If this is the case, we can assist you in gifting them to charity.

 

For more information on Share Transfer and Sale please contact us.

See our Price List here

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