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;