Certificated Share Transfers & Sales
Share Transfer & Sale Service
Navigating US and Canadian share transfers can be complex, but our structured four-step process ensures a seamless experience. We handle the entire process of selling or transferring shares, ensuring seamless execution.
Validation & Replacement of Share Certificates
We verify the authenticity of your share certificates and assist in obtaining replacements if needed.
Preparation of Required Forms
Our team handles all necessary documentation, ready for your signature.
Submission to Transfer Agents or Brokers
We manage the submission process on your behalf, ensuring accuracy and compliance.
Finalization
Once processed, updated share certificates are either mailed to you or sold through our brokers, with proceeds transferred to your designated bank account.
Additional Services
Escheatment Services
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Medallion Signature
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Form 706-NA
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