Finding lost shares - tracing lost money

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Lost shares? Lost money?

08 Oct 08

If you or relatives believe the company in which you held shares, was taken over and you never received cash for your shares please record your details below and we will endeavour to trace your missing funds. Our Administration Fee for this service is $34.50 (payable by credit card below) and we also conduct searches to determine if you, a spouse, family company or super fund, are possible recipients of unclaimed monies arising from:

the compulsory acquisition of shares
the distribution of a dividend
previous superannuation contributions
inoperative bank, building society or credit union accounts
a bequest or other distribution from an estate.

For further details please read our Financial Services Guide and Product Disclosure Statement (which includes our Privacy Policy), before proceeding to STEP ONE.

Search results - First 10 clients
June 2005

Found shares money $38,116

Found other funds $1,020

Found other funds* 8 sources

Found quoted companies 3

Found other companies 7

Found super (matches) 2

* possible sources

STEP ONE

Please take time to complete the details below. The more thorough and accurate you are, the better the chances we have of tracing unclaimed money. On each line below, we recommend you click on HELP and read the instructions before entering your details. If you are completing this on behalf of a relative, please provide the details for them, not for yourself.


	COLUMN ONE	COLUMN TWO	COLUMN THREE	COLUMN FOUR
MY FULL NAME IS						HELP
MY FULL NAME IS	Surname	Christian 1	Christian 2	Christian 3

MY MAIDEN NAME (for married women)						HELP

MY TITLE IS (eg Mr, Mrs, Miss, Ms, Dr )						HELP

MY STREET ADDRESS IS						HELP
MY STREET ADDRESS IS	Line 1	Line 2	Suburb/Town	State	Post Code

COUNTRY IF NOT AUSTRALIA						HELP

MY POSTAL ADDRESS IS						HELP
MY POSTAL ADDRESS IS	Line 1	Line 2	Suburb/Town	State	Post Code

COUNTRY IF NOT AUSTRALIA						HELP

MY EMAIL ADDRESS IS		Enter email address again				HELP

MY PHONE NUMBER IS						HELP
MY PHONE NUMBER IS	Phone 1	Phone 2	Mobile	Fax

DATE OF BIRTH						HELP


COMPANY NAME						HELP

SUPER FUND NAME						HELP

MY FATHER’S FULL NAME						HELP
MY FATHER’S FULL NAME	Surname	Christian 1	Christian 2	Christian 3

MY MOTHER’S FULL NAME						HELP
MY MOTHER’S FULL NAME	Maiden Name	Christian 1	Christian 2	Christian 3

MY PREVIOUS ADDRESS 1						HELP
MY PREVIOUS ADDRESS 1	Line 1	Line 2	Suburb/Town	State	Post Code

MY PREVIOUS ADDRESS 2						HELP
MY PREVIOUS ADDRESS 2	Line 1	Line 2	Suburb/Town	State	Post Code

MY PREVIOUS ADDRESS 3						HELP
MY PREVIOUS ADDRESS 3	Line 1	Line 2	Suburb/Town	State	Post Code

MY PREVIOUS ADDRESS 4						HELP
MY PREVIOUS ADDRESS 4	Line 1	Line 2	Suburb/Town	State	Post Code

MISSING SHARES IN						HELP
MISSING SHARES IN	Entity 1	Entity 2	Entity 3	Entity 4

OTHER RELEVANT INFO						HELP





EXPLANATORY COMMENT						HELP

HELP

Please enter your full name, surname in column 1, christian names in columns 2-4. Other christian names enter in OTHER RELEVANT INFO section below. Be careful with spelling, computers are unforgiving.

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HELP

If you are a married woman, please provide your maiden name.

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HELP

Please enter a more recent title in Column 1 – eg if you were Mr and are now Dr, then enter Dr in column 1 and Mr in column 2.

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HELP

Please enter Unit, Flat, Apartment number followed by street number to Column 1 in this fashion, 16/233 King Street, where 16 is the Unit, Flat or Apartment and 233 is the street number. A common address will be entered as follows: 93 Albans Road (in Column 1), Burwood (in Suburb/Town) QLD (in State) 4015 (in Post Code)

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HELP

Please do not enter anything here unless you have an overseas residential address and in that event only enter the name of the country (in Column 1) where you have your residential address.

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HELP

Please do not enter anything here unless you have a separate postal address. Enter a common postal address as follows: GPO Box 1007 (in Column 1), Burwood (in Suburb/Town) QLD (in State) 4015 (in Post Code)

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HELP

Please do not enter anything here unless you have an overseas postal address and in that event only enter the name of the country (in Column 1) where you have your postal address.

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HELP

Please enter your email address as is this our primary point of contact with you.

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HELP

Please enter your telephone number in the format 02 8888 8888 where the first two digits are the state code.

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HELP

Please enter the full name of your spouse. For a wife please enter her maiden name in column 1 and christian names in columns 2-4. For a husband please enter just christian names in columns 2-4. Please do not enter anything here if you do not currently have a spouse.

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HELP

Please enter your date of birth in the format dd/mm/yy.

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HELP

Please enter the full name of your private company if it holds or has held shares that you are now enquiring about.

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HELP

Please enter the full name of your private superannuation fund if it holds or has held shares that you are now enquiring about.

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HELP

Please enter your Father’s full name, surname in column 1, christian names in columns 2-4. (In the event that he may be entitled to a bequest or other monies, which may at some point, be of benefit to you)

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HELP

Please enter your Mother’s full name, maiden name in column 1, christian names in columns 2-4. (In the event that she may be entitled to a bequest or other monies, which may at some point, be of benefit to you)

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HELP

Please enter your previous address in the same format as for “MY STREET ADDRESS IS” as above. If you do not have a previous address, please do not enter anything.

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HELP

Please enter your earlier address in the same format as for “MY STREET ADDRESS IS” as above. Please make an effort to remember an older address, even suburb/town and state is better than nothing.

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HELP

Please enter an earlier address in the same format as for “MY STREET ADDRESS IS” as above. Please make an effort to remember an older address, even suburb/town and state is better than nothing.

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HELP

Please enter an earlier previous address in the same format as for “MY STREET ADDRESS IS” as above. Please make an effort to remember an older address, even suburb/town and state is better than nothing.

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HELP

Please enter only the full and exact name of the company (take it from the Holding Statement or Share Certificate) that you hold shares in or held shares in. This is the company that you are enquiring about.

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HELP

Please enter to this section any other relevant information. For example you may have a deceased spouse in which case you would enter the words “Former Spouse” to Info 1 and provide their surname (maiden name for a wife) in Column 1 and Christian Names in Columns 2-4). If you are enquiring about shares in more than one company enter Company 2 to Info 1 and the full name of the company in Column 1.

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HELP

Please provide (up to 100 words), any other information you consider may be helpful.

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