Service
Tracing Unclaimed Investments
Finding lost folios, dividends, and forgotten shares.
Hidden Wealth
Many families have investments made decades ago by parents or grandparents that have been forgotten. These could be in the form of shares in old companies (some may have merged or changed names), unclaimed dividends, or matured debentures.
How we trace them
We use our expertise and databases to connect the dots.
- Name & Address Search: We search public registries and company records for variations of your family name and old addresses.
- Folio Mapping: If you have one old letter, we can often find the entire history of that investment.
- Company Status Check: We identify if the company has been delisted, merged, or acquired.
Outcome
We provide you with a status report of what was found, its current value (estimated), and the process to claim it. Most clients are surprised to find assets they didn't know existed.