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Asset Reunification

Georgeson's asset reunification services help people claim their forgotten or lost assets, clearly and transparently.

These same services help issuers satisfy state abandoned property requirements, and reduce corporate servicing costs, escheatment obligations, fraud and audit risk.

We have assisted over 1,000 companies, inclusive of members of S&P 500, Dow Jones and FTSE 100 and Fortune 100. Our services often have little to no cost to our clients, and require minimal time investment from you and your organization.

Georgeson provides services through both its broker-dealer arm Georgeson Securities Corp (GSC) and its non-broker-dealer entity, Georgeson LLC. GSC offers three asset reunification services:

  • PostMerger CleanUp™ (PMC) – assistance to unexchanged holders following a merger, acquisition or reverse stock split
  • Shareholder CleanUp (SC) – assistance to lost or unresponsive shareholders.
  • Mutual Fund Shareholder CleanUp – assistance for fund shareholders

Georgeson LLC. provides one asset reunification service: Unclaimed Asset Programs for general ledger items, insurance policies, claims and other classes of unclaimed property.

To find out more about any of Georgeson's asset reunification services please contact us online or call (212) 440-9800.