Estate Asset Research

Services

THE EAR WAY

EAR assists our corporate clients to follow best practice standards in dealing with inactive shareholders. The Asset Reunification process ensures full compliance with the Companies Act.

Our services are designed to be easily implemented and run without external micromanagement. We provide these services in a phased and non-intrusive approach, thereby limiting the risks and challenges associated with these projects.

EAR’s dedicated staff is experienced in finding transient and deceased individuals and then proactively generating responses. Our team pays attention to not only finding the lost, unknown and inactive shareholders, but also then guiding them through the claims process.

THE 360 DEGREE APPROACH

At EAR we follow a 360-degree approach in Asset Reunification and Share Register Clean-Up services.

We follow the following process:

1 > TRACE

Transient and inactive shareholders are traced through the EAR systems

2 > LOCATE

Our dedicated team locates individuals utilising the latest technology

3 > VERIFY

Once the individual has been located a strict verification process is applied

4 > CONTACT

Beneficiaries are contacted in a courteous & confidential manner

5 > COMMUNICATE

Communication with beneficiaries through easy to understand documents

6 > ASSIST

Beneficiaries are guided through the claims process for maximum benefit

Our service sets us apart

We make use of easy to understand documents and our programmes are entirely voluntary to the shareholders/beneficiaries. At EAR, our approach is fully personalised and transparent to the individual we are dealing with and a rigorous follow-up is applied in order to ensure excellent customer commitment.

Our clients carry 0% cost of the service we offer

Traditionally the asset reunification process has carried with it high costs, limiting the applications it can be used for. EAR offers real value to its clients, with a focus on solving problems, service and flexibility.

Our fees are based on a percentage of the benefits identified and are only charged when the claims are paid over to the beneficiaries.

Who benefits from Asset Reunification?

Asset Reunification is an important part of good corporate governance for all companies, locating parties and returning unclaimed assets ensures that the clients’ interests are safeguarded in the future.

Legal firms make use of our services to proactively identify all monies and benefits due to the Deceased Estates before the closing thereof. This ensures that the beneficiaries receive the maximum benefit due to them.

Our clients range from publicly listed companies, banks, and insurance companies to pension funds and third-party intermediaries.