Medallion Signature Guarantee

Medallion Signature Guarantee

Medallion Signature Guarantee

If you are responsible for dealing with an estate involving North American assets, you will usually be asked to provide a medallion signature guarantee (also referred to as medallion guarantees, signatures or stamps). These are often insisted on by US transfer agents when managing the movement of assets as they limit liability and loss by safeguarding against forged signatures. They are not the same as surety bonds, although we can help with both.

Medallion guarantees are not easy to obtain if you are resident outside of the USA. However, we are one of the few law firms to have implemented a procedure that secures this type of guarantee for your assets.

Various companies have different names for this stamp, which can cause confusion. The following terms are sometimes used: ‘Medallion Guarantees’, ‘Signature Guarantees’, ‘Barcoded Signature Guarantees’, ‘Barcoded Medallion Guarantees’ and ‘Medallion Stamps’.

As the process depends on the particular shares you hold, we ask that you provide details of your investments so that we can give you the best advice for your situation.

To learn more about our signature guarantee service please see the attachments to the right or alternatively call us with any questions on 01202 786194 or email us by clicking below:

Latest News & Blogs

Kraft-unilever
23
Feb
2017

Last week when Kraft Heinz announced their £155 billion bid for Unilever, the International Private Client team at Lester Aldridge was poised for a frenzy!

W-8BEN
11
May
2015

For those attending to US shares, especially during estate administration, trying to comply with the tax form requirements can be a cause for concern.

Sign up to our newsletters - receive updates on our latest legal topics and news