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Ombudsman’s Blog
Sale of unlisted shares held under an equity savings plan: don’t forget to pay the receipts into your plan’s cash account – and inform your bank!
04 April 2016

Sale of unlisted shares held under an equity savings plan: don’t forget to pay the receipts into your plan’s cash account – and inform your bank!

13 March 2020
A "PEA" (personal equity savings plan) must be closed on the holder's death, but its closing is not equivalent to a liquidation order A "PEA" (personal equity savings plan) must be closed on the holder's death, but its closing is not equivalent to a liquidation order
01 July 2019
A specific point worth knowing when selling unlisted securities in an equity savings plan: what to do in case of a deferred payment ? A specific point worth knowing when selling unlisted securities in an equity savings plan: what to do in case of a deferred payment ?
03 September 2018
Transfer of a classic PEA to an insurer-managed PEA: pay careful attention to special conditions Transfer of a classic PEA to an insurer-managed PEA: pay careful attention to special conditions