Do you know how to sell your gifted shares? Would you like some personal advice that can assist in helping you make the best decision?
We can help you.
You would make an appointment with me and we would meet for 10 to 20 minutes, as necessary. I would provide you with a Financial Services Guide (FSG). You would allow me to sight your driver’s license or passport and I would make a certified copy of this. You would then sign the account opening paperwork agreeing to the terms and conditions so you could have the account opened in approximately 24 hours. You would authorise me to sell the shares, and once the trade has been fulfilled you would then have the funds paid into your requested bank account after two business days.
Don’t know whether you wish to sell the shares and are thinking of retaining them? Contact me to discuss your options.
Frequently asked questions
October 14, 2020
October 13, 2020
September 25, 2020