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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


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


Our Speaker:

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] 

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 charities – Age UK & Young Minds.

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