top of page

WHEN IS THE MEDALLION SIGNATURE GUARANTEE REQUIRED?

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;

 

Untitled
bottom of page