Forgotten investments, unclaimed shares, dividends, or financial assets? RecoverWise helps you understand the next steps towards tracing and recovering what belongs to you.
Share what you know — even partial details help.
A member of the RecoverWise team will review your details and get in touch shortly.
Many households have older investments that were never actively tracked. Here are situations worth reviewing.
Old investments that may no longer be actively tracked or remembered.
Shares or dividends that may require verification and further action.
Old folio numbers, physical certificates, or incomplete records.
Investments belonging to parents, grandparents, or deceased family members that may not have been identified or claimed.
Cases involving missing documents, name mismatches, signature issues, or other record-related complications.
A structured, four-step approach to reviewing and progressing your case.
Tell us what you know about the investment, investor, company, or available documents.
Our team reviews the available information to understand the possible next steps.
If the case is eligible to proceed, we guide you regarding relevant documentation and process requirements.
Receive structured assistance throughout the applicable recovery or claim process.
Every situation is different — here's where RecoverWise can offer guidance.
Guidance for tracing investments that may have gone untracked over time.
Learn moreSupport in verifying and following up on shares and dividend records.
Learn moreGuidance through the IEPF process for eligible cases.
Learn moreHelp piecing together older or incomplete investment history.
Learn moreGuidance for handling and processing physical share certificates.
Learn moreSupport for legal heirs and nominees navigating transmission cases.
Learn moreGuidance where records show name or signature discrepancies.
Learn moreHelp understanding the documentation typically required for a case.
Learn moreAssistance tailored to the needs of overseas investors and families.
Learn moreStructured tracing support across older or fragmented investment records.
Learn moreStructured support to help you understand the process from the very first step.
Every case is different, and the available records and circumstances matter.
Personal and financial information is handled responsibly, throughout.
Guidance from initial review through the applicable process.
The process, documentation, and next steps, explained clearly.
If you believe you or your family may have old, lost, or unclaimed investments, start with a simple case review.
Our team will connect with you after reviewing your enquiry.
Our team will connect with you after reviewing your enquiry.
If you're a broker, CA, CS, advocate, or advisor who comes across clients with old or unclaimed investments, team up with RecoverWise to get them structured guidance and a clear process.
Send us a case and we take it from there with a structured process, keeping you in the loop throughout.
Best for brokers, advisors & CAsWork alongside us on documentation and client coordination for cases within a defined scope.
Best for CS firms & compliance prosA longer-term collaboration on joint outreach, knowledge sessions, and a steady flow of cases.
Best for RTAs & associationsShare a few details about yourself and how you'd like to work with us.
A short call to understand fit and walk through how referrals are handled.
Receive the process, do's and don'ts, and a simple referral format.
Send us cases and get regular updates until closure.
Share your details and we'll connect for a short onboarding call. Commercial terms are shared transparently once we're onboarding you.
We'll reach out for a short onboarding call after reviewing your application.
Our team will connect with you shortly for onboarding.
Start by sharing the details you have. Even partial information may help determine the possible next steps.
Typically replies during business hours
Opens WhatsApp with your message ready to send. No recovery outcome is guaranteed.