Documentation guide
Gather the right information before you start your claim.
Claims are easier to assess when we know what record exists, what institution is involved, and what identification or supporting documents are available.
Helpful items to prepare
- Full name exactly as it appears on the affected account, shareholding, or financial record.
- A reachable email address and phone number for follow-up and clarification.
- Any old dividend warrant, statement, CSCS detail, account number, pension evidence, or institutional correspondence you already have.
- Valid identification and supporting documents where applicable.
- Any beneficiary or next-of-kin documents if the claim relates to a deceased holder.
What we help you review
Claim type clarification
Institution and registrar matching
Document completeness review
Submission-readiness guidance
We do not promise instant recovery. We help clients understand what is needed, what is missing, and how to approach the process more confidently.