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Bondholder Identification:
We track ownership of a particular issue from the trustee's registered listings to the clearing system level and through to the ultimate beneficial owners. We provide addresses, telephone numbers and tax ID numbers of each entity in the chain. We can also provide the legal investment status of each holder under securities laws of numerous jurisdictions.

Today, many challenges in communicating with bondholders impede the completion of important transactions including:
  • street-name holdings
  • bearer bonds
  • global clearing systems
  • banking secrecy laws
  • un-regulated hedge funds
  • faceless intermediaries
  • unsophisticated bondholders
  • less-than-helpful brokers
We have the knowledge and experience to overcome these obstacles and ensure the success of your transaction.

We have had resounding success in navigating through the confusion arising from book-entry and depositary custodianship to pierce street-name holdings often to identify the disposition of 100% of the bonds.


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