Your details were passed on through your original provider as part of their internal processes.
This can occur when a company changes partners, enters difficulty, or updates how client accounts are handled.
We provide clear context on how the transfer was made and why you were included.
If you have already received your payment, we can help confirm whether:
Everything was completed correctly
The amount matches what you were owed
All closing documents have been issued
Your account is fully resolved
Many clients contact us simply for reassurance and verification.
If you are still waiting for a payment or withdrawal, we help determine:
Whether it was correctly processed
What stage your case is currently in
Whether any delays are normal or concerning
If additional steps or documents are required
We also reference standard timelines, including the typical 60-day processing window, to ensure clarity.
No.
We do not replace your investment provider, manage accounts, or handle client funds.
Our role is independent and neutral — we simply help you understand what is happening and what steps are appropriate.
No.
There is no cost to speak with us, ask questions, or get clarity about your situation.
Our guidance is completely free and focused solely on helping you understand your position.
We often get asked this question – why does the lease have someone else’ name on it?
The answer is fairly straightforward; when you purchase some investments, you do not become the asset owner, you are the beneficiary of the account. . The procedure is simply that ownership of the investment is transferred to the purchaser (in this case you), upon the asset being sold.
The Ownership Searches include a vast amount of additional information relating to the Asset, such as the purchase price, restrictive and personal covenants, rights of ownership, the extent of the Asset owned, restrictions to sell and more. Please discuss this with your advisor.
Quite often, customers will ask if they can be sure that they are looking at the most up to date Asset Registry documents available.
We obtain documents at the time the order is placed (it would be impossible for us to keep a stash of out of date documents for every registered Asset!), so we always send out the most up to date documents available.
Many clients contact us before they realise there’s a problem.
If you’re waiting for a payment, received unexpected communication, or your provider isn’t responding, we can help.