Re-uniting Shareholders and Assets

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Is your company socially responsible and committed to good governance? ProSearch can help you in your pro-activity towards asset reunification.

With over 25 years experience, our asset re-unification team specialise in the business of research, identification and location of unclaimed assets. We represent beneficiaries advising them on the process of recovery, preparing the necessary paperwork and submitting claims on their behalf. We have an in-depth knowledge of the investment and registration industries and through the use of our advanced software and state of the art investor location tools used, your data is held and processed securely on our premises.

Since new banking regulations have come into effect, regarding unclaimed assets in the banks and building societies, the rest of the financial industry have been turning their attention to their own approach to this industry-wide concern.

Additionally, within share registration, in addition to the risks of extending dormant account legislation to cover equities, there lies a significant opportunity for financial crime and identity theft as a consequence of the volume of documents issued to each shareholder on an annual basis. By operating an asset re-unification scheme, combined with regular health checks of your share register data, we can assist a company in significantly reducing the risk to both the company and its shareholders.

Keeping track of shareholders is a challenge but we think that there is much that we can do to help you be proactive in re-uniting your shareholders with their assets. Improving the accuracy of your share register will help the efficiency of managing these registers. You, in turn, will save money.

Why are these assets unclaimed?

There are two key reasons for unclaimed shareholder assets. The first is that the shareholder has moved address and not kept in touch; they are known as a 'gone away'. The second is that they have died and that the correct instructions were not left with the estate.

Core unclaimed shareholder assets

°Dividends° Entitlements from: Mergers, Acquisitions, Unexercised Rights Issues, Unclaimed Demutualisation Shares

Our offering

As innovative industry leaders we are able to offer a bespoke offering for you and your customers. Essentially we identify assets, trace their owners, and give back control of these funds. Elements of the process, which you can select depending on your needs, are as follows:

• Full data cleansing, enhancement and tracing services
• Mortality Screening and executor/ beneficiary tracing
• State-of-the-art technology and IDv services
• Full legal document procurement services including Death & Marriage certificates, Grants of Representation and Commissary records
• Low cost share dealing services
• Full outbound and inbound call campaigns (if required)
• Management information services to the client

Key benefits to you and your Company

• The service is free of charge to you; as costs are covered through investor fees
• Reduces record management costs
• Re-establishes your relationship with your customer
• Provides you with refreshed leads for product cross-selling and marketing
• Reduces opportunities for financial and identity crimes
• Demonstrates your commitment to corporate and social responsibility
• Demonstrates best practice corporate governance
• Improves investor confidence

Why Us?

• ProSearch has over 20 years of corporate heritage
• We are leaders in intelligent investor location with success rates up to 80%
• We have successfully returned millions of pounds in unclaimed assets
• We have a highly innovative team of problem solvers
• Our in-depth knowledge of the financial registration business is the foundation of business
• We have provided solutions for numerous FTSE 100 & 250 constituents
• We lead in practice but remain competitive in price