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WHEN IS THE MEDALLION SIGNATURE GUARANTEE REQUIRED?

MEDALLION SIGNATURE GUARANTEE

If your investments are held by a US or Canadian transfer agent or custodian, you will require the stamp to:

  • Transfer assets to another person or entity.

  • Transfer assets to a beneficiary upon the death of a shareholder.

  • Correct an registration details - change of address or change of name, such as from maiden to married name;

  • Corporate Actions e.g. exchanging old shares for new after a takeover or merger.

 

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