How to track your shares

How to track your shares

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Discussion

geek84

Original Poster:

560 posts

87 months

Wednesday 5th September 2018
quotequote all
Hi Folks

I hope you're all well. A mate of mine had a burglary at his home recently and has now realised that all information regarding shares that he bought over the years has gone missing. He bought some shares quite a while ago and during the time some companies merged/got taken over by others and he also sold some shares, bought can't remember which ones !

He now wants to track down all the shares that he owns or once owned and sold etc. It seems such a daunting task to him, so can anyone kindly advice the best way to go about this?

Thank in advance

MisterJD

146 posts

112 months

Wednesday 5th September 2018
quotequote all
If they are just shares, not funds, then write to the main registrars and explain the situation. They should be able to confirm what shareholdings there are for those details.

If all the certificates have been lost, there will be a cost to replacing them.

If by shares you were using it shorthand for investments, then the needle in the haystack will get more difficult as contact would have to be made with all fund administrators.

geek84

Original Poster:

560 posts

87 months

Wednesday 5th September 2018
quotequote all
Thank You.