Asset Recovery

Our asset recovery program helps companies improve on previous efforts to contact unexchanged shareholders and maximize the number of shareholders successfully claiming their assets — at no cost to the company.

Our comprehensive support team helps companies and shareholders with complex accounts and estate transfer requirements. Our unique approach locates and assists shareholders understand what assets they are due while providing the issuer with an excellent shareholder servicing opportunity. Our program can:

  • help up to 75% of the unexchanged shareholders exchange their shares
  • identify and minimize risk regarding unclaimed property legislation
  • provide an opportunity for shareholders to claim their assets that is passive and voluntary, and informs shareholders of all available options in straightforward, plain language

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