Used by banks, insurance companies, and mutual funds, the Unclaimed Property Owner (UPO) search is designed to locate dormant account owners or their heirs.  By locating dormant account owners, this investigation allows the account holder to reestablish their relationship with the owner and, thus retain the assets in the firm.  For more detailed information visit www.ShareholderRetention.com.

The Unclaimed Property Owner Search allows firms to:

• Locate dormant account owner or their heirs.
• Reestablish relationships.
• Retain assets in firm.
• Satisfy state due diligence and SEC requirements. 

Price:  Please call for pricing options.

• No Find, No Fee.
• If no current address is provided on account owner, there is no charge.
• May include customized letter sent to account owner.

Information is confirmed and guaranteed. 

• Concentrate efforts on retaining assets instead of locating account owner.

Tens of millions of dollars are escheated to each state every year.  Why send the state a check, when you can keep those assets in your firm!

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