M&A & Unclaimed Property - How to mitigate risk.

Delaware VDA Invitations Are Out – Here’s What You Need to Know The unclaimed property compliance landscape is shifting—and fast. States...

The Importance of Unclaimed Property Compliance Unclaimed property generally refers to financial assets that are presumed to be abandoned...

Advisely's latest post discusses the upcoming Delaware unclaimed property VDA invitations.

Delaware changed its custodian for the reporting of securities to Wells Fargo Advisors. Any holders reporting and remitting securities to...

Holders are required to respond to the notice within 30 days and provide the requested information within 180 days.

The time is now – identify aged property and work with your organization to rectify unaddressed accounts.

In Advisely’s March 7, 2024 blog post, we discussed the Delaware Voluntary Disclosure Agreement (“VDA”) program for unclaimed property....

Among the multiple state-mandated responsibilities companies (“holders”) must adhere to, one category that is often overlooked is...

March 7, 2024: Hundreds of companies will be invited to participate in Delaware's unclaimed property Voluntary Disclosure Agreement...