If you wish to buy or sell a share or listed security, we can help with the identification and account establishment process and purchase or sale. We will prepare the documentation and lead you through what is often an unfamiliar process. A brokerage charge applies.
It can be, and usually is, confusing for an executor when it comes to dealing with listed securities. We can assist with the paperwork involved in updating names, establishing accounts and either sale of securities or off-market transfers to beneficiaries. A brokerage charge applies.
You can retain us to provide ongoing advice on a wholesale or personal basis. You can also engage us to provide specific advice.