Recovery of Shares – IEPF Services
“Your shares are more than just a financial asset; they are a piece of your legacy. Let us help you reclaim them with confidence, care, and professionalism.”
At BlueRock Advisors LLP, we understand the deep connection individuals and businesses have with their investments, and we are committed to helping you recover unclaimed or forfeited shares with the utmost dedication and precision. The Investor Education and Protection Fund (IEPF) was established to protect investors by holding unclaimed dividends and shares, but recovering those assets can be a complex, time-consuming process. Whether you’re an individual investor or a company looking to reclaim shares, we offer seamless, professional support, ensuring that the process is transparent, efficient, and compliant with the law.
Our team takes the time to understand your unique situation, providing compassionate, step-by-step guidance to help you recover what rightfully belongs to you. We know the challenges that come with navigating regulatory frameworks, and we’re here to ensure your journey to recovery is as smooth and straightforward as possible.
Our Recovery of Shares – IEPF Services
📌 1. Share Recovery for Individual Investors
For individual investors who have lost track of their shares or dividends, the IEPF process may seem daunting. But with BlueRock Advisors LLP, you’re not alone. We offer:
✅ Thorough Review of Your Shareholding Records – We will help identify any unclaimed shares or dividends, so you know exactly where you stand.
✅ Comprehensive Documentation Assistance – From indemnity bonds to supporting documents, we help you prepare everything needed to recover your shares.
✅ Step-by-Step Guidance – Our experts will walk you through the entire process, explaining each form and requirement clearly.
✅ Filing IEPF Claims – We will prepare and file your claims with the IEPF Authority (Form IEPF-5), ensuring they’re accurate and timely.
✅ Follow-Up & Status Updates – We don’t leave you in the dark; we keep you informed about the progress of your claim, assisting with any complications along the way.
📌 2. Share Recovery for Companies
For companies, it’s essential to ensure that any unclaimed shares are properly recovered, and we’re here to help you manage this process efficiently. Our services include:
✅ Identifying Unclaimed Shares – Through detailed reviews of shareholder records, we will identify any shares that have been transferred to the IEPF.
✅ Preparation of IEPF Claims – We assist in filing the necessary claims for unclaimed shares or dividends, ensuring compliance with all legal requirements.
✅ Corporate Resolutions & Approvals – Our team will help you draft and obtain approval for the required resolutions to transfer shares to IEPF.
✅ Coordination with the IEPF Authority – We act as your liaison with the IEPF Authority to ensure the smooth processing of claims.
✅ Updating Shareholder Records – After the recovery, we’ll update your share registers to reflect the rightful ownership of recovered shares.
📌 3. Support with Corporate Actions
Recovering shares isn’t just about paperwork; it involves strategic communication and coordination. We provide expert guidance on all corporate actions related to unclaimed shares, including:
✅ Clear Advisory on Shareholder Communication – We assist you in notifying shareholders and stakeholders about the recovery process, ensuring transparency.
✅ Filing of Necessary Forms – Our team will prepare and file the required forms, such as Form IEPF-5, on time, so that your recovery process remains compliant with the law.
✅ Drafting Resolutions – We guide you in drafting the necessary corporate resolutions to approve the transfer of shares to IEPF.
✅ Timely Follow-Up – With our proactive approach, we ensure all actions are taken promptly to avoid delays or penalties.
📌 4. IEPF Claim Disputes & Resolutions
If your claim has been delayed or denied, we offer support in resolving disputes with the IEPF Authority:
✅ Handling Disputes – If your claim is challenged or denied, we assist in resolving any objections raised by the IEPF Authority.
✅ Legal Representation – We represent you before the IEPF Authority to ensure your claims are heard and addressed.
✅ Documentation for Dispute Resolution – We will help prepare any necessary documents for resubmitting or addressing disputes with the IEPF.
✅ Guidance on Recourse – If a claim is rejected, we offer guidance on alternative actions, ensuring your rights are protected.
Why Choose BlueRock Advisors LLP?
✅ Empathy & Professionalism – We understand that recovering your shares isn’t just about numbers; it’s about reclaiming something that belongs to you. That’s why we treat every case with the care it deserves.
✅ Expert Guidance – We are well-versed in the IEPF process, offering you clarity and support at every step.
✅ End-to-End Support – From identifying unclaimed shares to filing claims and resolving disputes, we offer a complete solution tailored to your needs.
✅ Transparency & Communication – We keep you informed and involved throughout the process, ensuring you always know the status of your claim.
✅ Commitment to Compliance – Our team ensures your recovery process is in full compliance with the latest IEPF regulations and legal requirements.