International Asset Services Webinar | 12th May 2022 | 10:30am

Estimated length of event: 45 mins

The webinar will focus on the ways in which shares listed overseas can delay and frustrate the estate administration process; what to look out for and identifying problem areas. The talk will cover:

• Shares overseas – the kinds of issue that can arise
• Issues that can arise dealing with foreign listed stock, e.g. bureaucratic, taxation, legal and cultural
• The what, why and how of Medallion Signature Guarantee stamps for US and Canadian securities
• Escheatment
• Share fraud
• Real-world case studies

Learning Objectives:

• Learn more about unusual compliance requirements in foreign jurisdictions
• How escheatment affects holders of US assets
• Spotting the signs of share fraud
• Gain insight from an experienced professional in a niche field

Register now to receive updates on the event.

If you have any further questions regarding this event, please do not hesitate to contact the event organisers at: [email protected]

Louise Levene brings sixteen years’ experience in probate support services and asset recovery, applying a practical, problem-solving approach to a range of asset services, helping to sell, transfer or recover a range of overseas assets including shares, bank accounts, and investment portfolios, assisting estates with the necessary administrative and legal paperwork.

For those with hearing impairments, we can provide a subtitled version of the event. We can also provide translated subtitles in your chosen language. To request this, please contact us at: [email protected] 

If you have watched this event, we would love your feedback. Please click here to leave us some feedback. For every feedback form filled, we will donate £1 to our chosen charity – Keep Britain Tidy