In addition to providing a valuation, if copy Death Certificate is provided, we will also write to the Registrar of each company concerned for verification of the correct holdings, notifying them of the death of the shareholder and advising them of the Solicitors contact details. This service is provided at no additional cost to yourselves.
How will I receive my valuation?
Valuations are provided via first class post although copies can also be forwarded via fax or e-mail.
When will I receive my valuation?
From receipt of instruction, valuations are normally provided within 2 working days. If verification of holdings is required however, they may take up to 3 weeks depending on the speed of response by each Registrar.
How do I then sell the portfolio?
Enclosed with the valuation will be the appropriate forms, part completed, to facilitate disposal.
These forms should be completed and signed by the Executors/Administrators and returned to our office together with the original Share Certificates, sealed office copy Grant of Probate/Letters of Administration and Executor's/Administrator's certified copy Identification Documentation.
Premier Clients will then lodge the Grant of Probate with each respective Registrar. This service is again provided free of charge.
On confirmation each Registrar has updated their records, Premier Clients will proceed with the disposal of shares on behalf of the Estate and furnish you with Contract Notes.
When will I receive payment?
On settlement of the trades, payment will be forwarded via BACS to the Bank Account nominated on our Application Form.
For further information concerning the sale of shares, transfer of shares, lost share certificates and replacement dividend cheques, please see the Probate Disposals section of our website or else contact us as follows;
Premier Clients (Swansea) Limited
St Helens House
156 St Helens Road