Medallion Signature Guarantee Services
Secure and Convenient Signature Guarantee Services
Marrelli Trust Company Limited is pleased to offer Medallion Signature Guarantee services to eligible shareholders through the Universal STAMP (U-STAMP) program.
Our service provides a convenient process for shareholders requiring a Medallion Signature Guarantee in connection with the transfer of securities, without the need for an initial in-person appointment.
By combining secure identity verification, video conferencing and electronic medallion technology, we aim to make the process straightforward, efficient and accessible.
What Is a Medallion Signature Guarantee?
A Medallion Signature Guarantee is a specialized certification used in securities transactions to confirm the authenticity of a signature and the signer’s legal authority to transfer securities.
Financial institutions and transfer agents may require this guarantee when processing securities transfers, estate transactions and other changes in registered ownership.
Unlike a standard notarization, a Medallion Signature Guarantee provides specific assurances under an authorized securities transfer guarantee program.
Who Can Use Our Service?
Our service is available to:
- Eligible registered shareholders of companies for which Marrelli Trust acts as Transfer Agent and Registrar.
- Individuals referred through financial institutions, legal professionals and other firms with established relationships with Marrelli Trust.
All applications are subject to identity verification, document review, transaction eligibility and approval. Services may be restricted in certain countries or jurisdictions, or for other reasons at the discretion of Marrelli Trust.
How Does the Process Work?
Step 1 – Contact Us
Email medallions@marrellitrust.ca with details of your request, including the issuer’s name, securities information and the nature of the proposed transaction.
Our team will review your request and advise you of the required documentation and applicable fees.
Step 1 – Contact Us
Email medallions@marrellitrust.ca with details of your request, including the issuer’s name, securities information and the nature of the proposed transaction.
Our team will review your request and advise you of the required documentation and applicable fees.
Step 2 – Identity Verification
You will receive instructions to complete a secure identity verification process using Yoti, our third-party identity verification provider.
Step 3 – Video Appointment
A video appointment will be arranged with an authorized Marrelli Trust representative using Microsoft Teams or another approved platform.
During the appointment, you will be required to sign the original Stock Power in wet ink while your signature is witnessed. The meeting may be recorded for verification and compliance purposes.
Step 4 – Submit Original Documents
Following your appointment, you will be asked to provide a scanned copy of the signed Stock Power and courier the original signed document, together with any additional required documentation, to Marrelli Trust.
Original documents must be received before a Medallion Signature Guarantee can be issued.
Step 5 – Review and Issuance
Once all required documents have been received, our designated representatives will complete the necessary ownership, authority and transaction verification procedures.
Following approval, the Medallion Signature Guarantee will be issued through the Universal STAMP program, subject to applicable program requirements and acceptance by the receiving institution.
Fees
Fees are based on the nature and requirements of the transaction and will be confirmed before processing.
Additional courier, notarial or third-party expenses may apply.
Important Information
- Medallion Signature Guarantees are issued only after all verification and approval requirements have been satisfied.
- Additional supporting documentation and/or notarization may be required depending on the transaction.
- The service may not be available for certain jurisdictions, securities or transactions.
- Submission of an application does not guarantee approval.
- Shareholders should confirm that the receiving institution will accept the proposed form of guarantee before proceeding.
Contact Our Medallion Services Team
For further information or to begin your request, please contact: Marrelli Trust Company Limited
Email: medallions@marrellitrust.ca
Telephone: 416-361-0737
Our team will provide instructions regarding eligibility, required documentation, fees and the next steps.
Please do not courier original securities or transfer documents until instructed by our team.
Get in Touch
Address:
Head Office:
620 -1111 Melville St.
Vancouver, BC V6E 3V6
Toronto Location:
82 Richmond Street East,
Toronto, ON M5C 1P1
Phone Number:
T: 416-361-0737
Email:
info@marrellitrust.ca