A New B2B Share Sale Process
The process to sell shares involves only 3 steps:
- Complete the online share sale form
- Email us the signed forms and documents
- We sell your client’s shares
After completing the share sale form, you will receive an email with instructions particular to your share sale, along with pre-filled forms for your client to sign. Email us the signed forms, along with a certified copy of your client’s ID and we will take care of the rest! For special situations such as share sales for deceased estates or trusts, we may request extra documents such as a copy of the probate or trust deed.
If you need assistance, our full-time team of share sale specialists is here to help. Simply give us a call at 1300 722 852 during business hours or drop us an email at [email protected].