Estate Administration of Shares
What can seem like a complex undertaking, will be made simple by our expert team. We do the groundwork for you and in turn, simplify the process for you and your clients. Through a partnership with us, you can feel assured that the process of managing shares within an estate will be a straightforward experience.
Sell shareholdings held in an Estate
Transfer shares to Beneficiaries
Our experienced iInvest team will handle all the paperwork involved to transfer shares out of an estate to Beneficiaries. Once the paperwork is finalised, we will arrange the transfers for you.
Search for unknown SRN numbers
If the Shareholder Reference Number (SRN) cannot be located, we are able to conduct a search to acquire the SRN prior to selling or transferring shares.
Ensure dividend payments are paid
A search will be conducted for each shareholding to ensure dividend payments have been aptly directed. If we find this not to be the case, we will arrange the necessary forms for each respective share registry, to re-direct dividends to your nominated account.
Why Partner With Us?
We provide a personal relationship with a small experienced estate team who will guide you through the process. We are on hand to answer any questions you may have in relation to your Estate.
We put in the groundwork to simplify the process for you or your client
Our team have experience handling complex Deceased Estate matters
We contact and liaise with share registries for you to ensure all dividends have been paid
We guide executors or solicitors preparing for the transfer of shareholdings to beneficiaries
Our specialists assist you to facilitate the sale of shares or transfers to wind up shareholdings in Estates
Beneficiaries may open an account to manage their share portfolio going forward
Our advisors provide comprehensive investment advice to the Estate beneficiaries
If a simple sale of shares is required, this can be arranged in an efficient and timely manner