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Asset Reunification
 

Georgeson specialises in providing outsourced tracing, stakeholder engagement and asset reunification services to our clients in the financial services industry. Whether we’re reuniting shareholders with their assets, contacting disengaged policy holders or tracing dormant account holders, our service will enable you to proactively locate and engage these individuals or their beneficiaries.

Missing customers, policy holders, members and investors become lost or disengaged for a number of reasons, ranging from a simple change of address to the more complex situation of an executor of a deceased estate not being aware that their relative had a policy or investment.

This results in:

  • Individuals or their beneficiaries not receiving the assets to which they are entitled
  • An increased risk of identity fraud against your consumer databases
  • Increased costs and ineffectual marketing due to customer inactivity
  • Organisations investing capital unnecessarily to cover the risk of dormant accounts or policies
  • Organisations not meeting regulatory and legislative obligations of the Financial Services Authority’s Treating Customers Fairly initiative and the Data Protection Act 1998.

Our fully managed services cover the following market sectors:

Why Georgeson? »

The Georgeson Asset Reunification service is a proven solution. We can cut your servicing costs, ensure you meet regulatory obligations, reduce fraud risk and assist you in ensuring good corporate governance.

  • Our service will enable you to proactively locate and engage your customers, demonstrate a customer focused attitude, reunite your customers with any benefits that they are entitled to and encourage customer retention
  • Our outsourced solution is fully managed end to end. This includes technical infrastructure, data cleansing, communications design, a dedicated and highly experienced research team, knowledgeable operations team and a wealth of marketing experience in generating positive consumer response
  • The security of your data is of utmost importance to us. As part of the Computershare group, we are a scalable, DPA compliant and FSA regulated business *
  • Our infrastructure and methodology is tried and tested. We have invested significantly in developing advanced tracing technology, our secure client database, communications channels, research techniques, people and business processes
  • We have a proven track record of tracing up to 80% of programme participants and have the experience of working with FTSE 100 and 350 companies such as Aviva, Standard Life, The Royal Bank of Scotland and Bradford and Bingley
  • Dependent on your requirements we can offer a self funded service, cost free to our clients. Our fully managed solution will always require minimal time investment from you and your organisation.

* Georgeson is a trading name of Computershare Investor Services plc, a company regulated by the Financial Services Authority

Solutions »

We specialise in designing and implementing tracing and engagement services tailored to meet your organisation’s needs and specifications. Our campaign will follow a structured process and our solutions can be standalone or packaged as a fully managed programme of work.

Our end to end service includes the following solutions:

Next Steps »

To find out more about the Georgeson Asset Reunification Services please contact us using the details provided below.

James Devon > Head of Business Development, Georgeson Asset Reunification

james.devon@georgeson.com
+44 (0)870 7020316
+44 (0)7789 205 104

Alternatively, you can email us at assetreunification@georgeson.com.

Or if you prefer you can write to us at our main office address:

Georgeson Asset Reunification
2nd Floor, Vintners Place
68 Upper Thames Street
London
EC4V 3BJ
United Kingdom