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5 Things to Learn About Medallion Signature Guarantees

If you are handling securities such as shares, bonds or stocks in North America, you will likely need a Medallion Signature Guarantee (MSG) for any sales or transfers. We have noticed it is tough for Non-US residents to obtain these stamps as US-based companies are unwilling to provide them at times due to risks associated with the liability. Share Data’s …

A Guide to Navigating Overseas Assets

A step-by-step guide to assist you in administering deceased assets. The Estate Administration process can be complicated, especially when handling an estate that is not straightforward. For example, different rules will apply if the deceased did not have a will. In some instances, there may be missing beneficiaries to be tracked down before distributing the estate or foreign assets forming …

How to Handle Selling UK or International Securities

The sale or transfer of securities process is time-consuming, involving a lot of paperwork with different requirements from share registrars. The process becomes even more complex regarding overseas shares and funds. Each country has contrasting rules, processes and established ways when handling the transfer or sale of securities. Navigating these varying rules slows down the work. Many investors move between …

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 …