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 …
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 …
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 …
+44 1403 271170
admin@sharedata.co.uk
Submit a Valuation
Request a Quote