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DON G. LEVY AND ASSOCIATES THE FOLLOWING IS A SUMMARY OF OUR BACKGROUND, SERVICES AND FEES. |
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BACKGROUND
DON G. LEVY AND ASSOCIATES IS A FORENSIC AND INVESTIGATIVE ACCOUNTING FIRM LOCATED IN OTTAWA, ONTARIO AND WHICH OPERATES A SPECIALTY SERVICE RESEARCHING AND VALUING OLD CANADIAN STOCKS AND BONDS. THE COMPANY'S PRESIDENT, DON LEVY, IS A CANADIAN CHARTERED ACCOUNTANT WHO HAS MANAGED THIS PROFESSIONAL PRACTICE FOR MORE THAN 15 YEARS. CLIENTS INCLUDE ESTATE LAWYERS, ADMINISTRATORS, TRUSTEES AND INDIVIDUALS HOLDING OLD SECURITIES OF UNCERTAIN VALUE. |
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SERVICES
OLD SECURITIES ARE RESEARCH AND EVALUATED FOR THEIR POTENTIAL VALUE IN THE FORM OF AN ONGOING ENTITY, RIGHTS OF THE SHAREHOLDER TO UNCLAIMED LIQUIDATION PROCEEDS OR OUTSTANDING DIVIDENDS, AS WELL AS ANY CURRENT VALUE FOR THE CERTIFICATE AS A COLLECTABLE IN THE GROWING SCRIPOPHILY MARKETPLACE. ADDITIONAL SERVICES INCLUDE ASSISTANCE TO CLIENTS IN THE TRANSFER AND REGISTRATION OF OWNERSHIP OF CERTIFICATES AS WELL AS LIQUIDATION OF CERTIFICATES ON CANADIAN STOCK EXCHANGES. |
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FEES
SERVICE FEES ARE CHARGED IN 2 STAGES. A $35.00 FEE IS PAYABLE FOR THE STAGE 1 INITIAL SEARCH OF A SECURITY. THE FEE IS PAYABLE IN ADVANCE AND IS REFUNDABLE IN WHOLE IF WE ARE UNABLE TO DETERMINE THE STATUS OR ULTIMATE DISPOSITION OF A SECURITY. THE STAGE 1 SEARCH WILL RESULT IN A WRITTEN REPORT TO THE CLIENT SUMMARIZING THE HISTORY OF THE SECURITY AND UNDERLYING ENTITY AND ITS CURRENT STATUS AND VALUE, IF ANY. STAGE 2 FEES ARE CHARGED WHERE THE CERTIFICATE HAS SOME VALUE AND IS BASED ON A % OF THE VALUE REALIZEABLE FOR A CLIENT. THE % RANGES FROM 10%-25% AND IS ON A GRADUATING SCALE DEPENDENT ON THE TOTAL VALUE REALIZED. THE FEE INCLUDES ALL NECESSARY WORK PERFORMED TO RE-REGISTER CERTIFICATES AND LIQUIDATE THEM WHERE REQUIRED. |
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GETTING STARTED
TO INITIATE A SEARCH, WE REQUIRE A PHOTCOPY OF THE BACK AND FRONT OF THE CERTIFICATE TO BE SEARCHED, AN EXPLANATION OF THE CURRENT OWNERSHIP OF THE CERTIFICATE (PARTICULARLY IF THE REGISTERED NAME ON THE FACE OF THE SECURITY IS DIFFERENT FROM THE CURRENT OWNER), AS WELL AS COPIES OF ANY RELEVANT INFORMATION CONCERNING THE CERTIFICATE SUCH AS ANNUAL REPORTS, BROKERS ADVICES ETC. |
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CONTACT INFORMATION
DON G. LEVY AND ASSOCIATES |