Share Data Ltd, based in Horsham, West Sussex, is a specialist provider of securities valuation and probate-related services, supporting solicitors, executors, accountants, and private individuals since 1995.
Share Data offers professional, compliant valuations for a wide range of financial assets, including stocks, shares, and investment funds, across the UK and internationally. These services are often required for probate and estate administration, tax reporting (including Form 706-NA), escheatment, and other cross-border matters, where precise valuation and supporting documentation are crucial.
In addition to valuations, Share Data facilitates the sale and transfer of shares and securities and provides related verification and documentation services. Share Data also assists with the resealing of grants of probate both into and out of the UK, enabling foreign grants to be recognised in England and Wales and supporting the resealing of UK grants abroad to aid the repatriation of overseas assets. Countersignature services are available when independent verification is needed for estate- or securities-related documentation.
Share Data offers a Medallion Signature Guarantee service for the sale and transfer of US and Canadian securities. As an accredited member of the Securities Transfer Agents Medallion Program (STAMP), Share Data supports transactions valued up to USD $2,000,000, which is the highest stamp limit available from a non-bank provider in Europe.
The service is recognised by major North American transfer agents, including Computershare, and is widely utilised by UK and European clients who are unable to obtain Medallion guarantees through their bank or require specialised support for estate-, trust-, or high-value securities transfers.
Key services:
Key Contact
Name: Orlanda Carroll
Tel: 01403271170
Email: admin@sharedata.co.uk | orlanda@sharedata.co.uk
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Address:
1A South Street
Horsham
West Sussex
RH12 1NR
The requirements for obtaining Medallion Signature Guarantees often create confusion, but the reality isn’t as complicated as many may think. Share Data explains where the confusion arises and what can be done about it.
For many shareholders outside the UK, owning UK-based certificated shares was once considered straightforward. Investors, whether purchasing in good faith or inheriting shares, assumed they could sell when needed. However, a growing issue has emerged:
Many estates and private investors outside North America hold shares listed in the United States or Canada. When these securities need to be transferred or sold, transfer agents often require a Medallion Signature Guarantee (MSG).
Losing someone close to you is never easy, and sorting out their affairs can feel overwhelming, particularly if they owned assets in more than one country. If you’re acting as an executor or legal representative,
