Share certificates lost

balf

I have shares that were bought as far back as the 1970s and don't have any of the purchase certificates. I have full records from when I put all my holdings into a Hargreaves Lansdown Vantage account with book cost at that time, via Schwab, Frequent Trader Club, Barklays. And there are the complications of shares in GSK that have had a very varied history of mergers and share swops over the years.

Thanks for any advice.

David.

xylophone

Do you mean that all your holdings are now in Vantage?

If so, they are in HL's nominee account and you won't have share certificates.

balf

No, I know, but when I bought them I had certificates and along the line these would all have been destroyed when they were placed in a platform holding like Schwab, these are shares that are c. 1970 so from the dark ages pre computers.

David.

grey_gym_sock

so what's your question? is it about what purchase cost to use for any shares you sell now?

balf

grey_gym_sock wrote: »

so what's your question? is it about what purchase cost to use for any shares you sell now?

Yes that's just it, finding the purchase prices.

David

grey_gym_sock

balf wrote: »

Yes that's just it, finding the purchase prices.

well, that could be tricky ...

for any shares you held before 31 march 1982, you use their value on 31 march 1982 as the purchase cost, instead of your actual purchase cost. not sure where you can find values on that date, though ...

for purchases since 1982, do you have contract notes? that's really what you want, not the share certificates, since the contract notes will show the actual cost.

for shares affected by corporate actions, i'd start by looking for details on the company's own website.