Trusted UK-Based Support for Cross-Border Estate Administration

The Share Data team can hardly believe we are halfway through 2019! Since January, we have been busy helping clients with their shareholdings and getting ready for a major industry event in October. Take a look below for a detailed snapshot at mid-year...

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....

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 to be paid....

The original ‘Markets in Financial Instruments Directive’ (MiFID) sought to remove barriers to cross-border financial services within Europe for a safer, more transparent and evenly balanced marketplace as a whole. Extending these transparency requirements...