SEC Search

Equisearch can help you maintain compliance with SEC Rule 17ad-17 by utilizing our proprietary search applications and robust databases to locate lost account holders with industry leading results.  We will prepare your data for the appropriate searches and subsequently generate the required compliance reports – all in a quick and cost effective manner.

Due Diligence

Keeping track of constantly changing state requirements can be a time consuming and costly task. Equisearch can help you fulfill all state requirements prior to reporting and remitting your unclaimed property. We will conduct the necessary mailings with easy to understand letters and track all responses. Outsourcing your due diligence to Equisearch will help to lower costs and allow you to focus on core business operations.