Asset Transfer and Securities Deposit Form Support

Posted 2 weeks ago

Worldwide

Summary

Need help completing two forms: an asset transfer form and a securities deposit form. I can send instructions by email, and there may be a need to contact the holding company to clarify details and ensure everything is completed correctly. Looking for someone who can follow written guidance, complete the forms accurately, and help coordinate with the holding company if needed. This is the email I received about this needed. Each transfer request must include its own complete set of instructions, along with a corresponding account statement that matches those instructions. Based on the documents received, it appears you are requesting to transfer BXBL from two accounts; however, the statements provided reference three unique account numbers. We also noted inconsistencies in the quantities of the security held. To help us process your request as efficiently as possible, please submit each transfer request separately and include the following for each one: - A completed, hand-signed, and dated Asset Transfer Form - A completed, hand-signed, and dated Securities Deposit Request Form - The most recent statement corresponding to that specific request - A copy of the subscription agreement for the corresponding shares being transferred Once we receive the corrected and complete documentation for each request, we will be able to continue processing the transfers. This is the number for continental stock which is the holding company for the shares that are now a public company. Will post later

  • $100.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Data Entry
Microsoft Excel
Nice-to-have skills
Microsoft Word
Administrative Support
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:3 days ago
  • Interviewing:
    1
  • Invites sent:
    2
  • Unanswered invites:
    1
About the client
Member since Jun 25, 2020
  • United States
    Van Nuys7:53 AM
  • $1.6K total spent
    5 hires, 0 active
  • Mid-sized company (10-99 people)

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