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 “We were extremely pleased with Georgeson's
success in this project which enabled us to reunite over £56 million in unclaimed assets.”

Kirsty Cooper, Deputy Group Company Secretary, Aviva plc

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Case Studies Case Studies Asset Reunification

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Asset Reunification
 

Georgeson will help you engage with your lost shareholders and account holders

Missing shareholders, dissenters and dormant accounts can put a tremendous burden on your company.  Maintaining inactive registers and accounts is not only costly and time consuming, but can also generate problems in compliance and make shareholders vulnerable to fraud. 

However, most companies do not have the resources available to run a reunification campaign to locate potentially thousands of missing or dissenting shareholders or account holders.

Georgeson’s Asset Reunification Service is a proven solution.  We can cut your servicing costs and assist in ensuring good corporate governance, by running a thorough campaign to locate and contact shareholders / account holders, and reunite them with their assets.

Whether we’re reuniting shareholders with their assets, or tracing dormant account holders, our campaign will follow a structured process tailored to your needs:

Step 1 :  Research
Our specialised division will run a complete search campaign, using data protection compliant sources, to determine the accuracy of shareholders’ addresses

Step 2 :  Action
We send out a mail communication to shareholders, advising them on how to claim their assets

Step 3 :  Support
Highly qualified and experienced staff in our call centre will handle any enquiries, as well as make targeted outbound calls. Our call agents have the training and language capability for your specific needs.

 Why Georgeson?

  • Efficiency – our Asset Reunification campaigns can achieve a 75% success rate within just 2-3 months
  • Experience – we have undertaken over 850 programmes for clients reuniting assets with the beneficiaries
  • Expertise – we are the recognised international experts in shareholder response solutions

Our Asset Reunification services include:

Next steps

For more information on our asset reunification services and solutions contact our team at assetreunification@georgeson.com or your local office.