Tag Results

  • How to handle selling UK or international securities

    The sale or transfer of securities process is time-consuming, involving a lot of paperwork with different requirements from share registrars. The process becomes even more complex regarding overseas shares and funds.

    Wednesday, 27 April 2022
  • Frequently asked questions in probate

    More often than not, challenges arise during the management of the deceased estate when dealing with a complicated probate process. Appointed representatives are legally and financially responsible for administering the deceased estate and can be held liable for any mistakes during the process. However, many personal representatives lack a general understanding of probate and could make costly mistakes.

    Tuesday, 15 February 2022
  • Navigating overseas probate: How to effectively manage the pitfalls

    Working through overseas probate is never easy nor straightforward due to differing laws and regulations between countries. As a result, unforeseen challenges frequently occur when working on overseas probate cases, making the process strenuous and time-consuming.

    Wednesday, 27 October 2021
  • Is there a demand for medallion guarantees in the UK?

    A Medallion Signature Guarantee, also known as a Medallion Stamp, is a unique certification stamp introduced by the Securities and Exchange Commission (SEC) in 1992. It guarantees the authenticity of an investor’s signature. The Medallion Signature Guarantee Programme protects shareholders by making it harder to forge signatures for unauthorised, fraudulent transfers. It also limits the liability of the transfer agent accepting the certificates by providing a guarantee on the legitimacy of stocks and shares to be sold or transferred.

    Tuesday, 21 September 2021

Blog


Hybrid working and client money controls – be aware of the risks

For legal finance teams, remote working has changed how information moves, how approvals are obtained and how colleagues communicate.


AI can interrogate your contracts – but are they ready for questioning?

Suppose a law firm wants to review a client’s entire real estate portfolio for risk in the leases. Not long ago, that meant a multi-week project. Today, first-pass answer can arrive in minutes.


Why onboarding has become a strategic priority for law firms

One of the most influential stages of the client journey – client onboarding – often receives less strategic attention than it deserves.