Program Details

How Our Asset Recovery Program Works

1. Shareholder identification and program set up.
We provide analysis of eligible shareholders and work with companies to customize strategy to communicate with shareholders. Shareholders are notified via mail at the beginning of each program period which is typically 90 to 180 days.

2. Assisting shareholders.
We provide fully-integrated call center shareholder support, as well as notifying them online, by phone and mail. We provide estate assistance for estate transfers and complex accounts tenders with complete support until all outstanding assets are recovered, including tax reporting.

3. Notifying companies.
We constantly provide companies updates on the number of shareholders and value of their reunited entitlements and its impact on the remaining unclaimed assets.

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