Mutual Fund Asset Reunification

Protecting your reputation, your members and their assets.

Laurel Hill has developed a sophisticated Mutual Fund Asset Reunification program to help reach out to "Lost" or abandoned account holders. This is critically important since you don't want to lose your existing customers to annual abandoned property issues. Increased interest from State auditors using “inactivity” as an identifier for abandoned property has placed Mutual Funds under more scrutiny than ever. Laurel Hill manages in-depth research projects that are combined with detailed communication campaigns to assist Mutual Funds with their Asset Recovery challenges. We utilize a proprietary research process that combines multiple databanks with internal resources. Our Asset Recovery center boasts success of finding approximately 90% of the “lost” holders. Our transparent communication campaign has proven to be a successful extension of our client's existing efforts.

For a turnkey solution or assistance in implementing your in-house plan contact info@laurelhill.com.