Navigating the turns: gathering in foreign-listed stocks and shares to an estate.
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]
Our Speaker:
LOUISE LEVENE
International Asset Services Manager
Finders International
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]
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