Posted on Thursday, 19th August 2010 by Keane Unclaimed Property Team
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Time and time again at Keane Unclaimed Property, advisory firms will come to us in an effort to avoid dormant account escheatment by finding a client who has essentially disappeared.
Maybe they’ve moved to a new address without notifying their investment firm, perhaps they’ve removed the IRA from their brokerage account or even passed on. Nonetheless, no matter what the situation, firms are constantly trying to track down clients whose accounts are inactive or even dormant. Read More »
Posted in: Dormancy Periods, Escheat Consulting, Escheatment | Comments (0)
