Our award-winning Financial Profile Standard offers the essential components of a comprehensive and efficient asset & liability search for Executors or Administrators, Deputies or Attorneys
Conﬁdently identifying the assets and liabilities within an estate is an increasingly challenging and complicated task, with an estimated £20 billion in unclaimed accounts. Searching paper statements is time-consuming and becoming more unreliable as ﬁnancial services move on-line. The Financial Profile Standard provides the essential components to Professional Executors, Deputies & Administrators in a robust due diligence process. Our search provides comprehensive and detailed due diligence to support an efficient fact-finding process, helping you quickly build a better understanding of your client’s financial affairs in order to effectively manage or administer an estate
Our comprehensive search works by sourcing data and information from a variety of sources demonstrating a clear audit trail of all reasonable steps undertaken;
All orders can be placed securely online through our dedicated portal. offering access to a variety of searches and services. We aim to deliver the initial Credits & Liability Search within 24 hours. Our final Asset Search is delivered after 30 working days, during which time we will notify you of relevant asset matches received in real-time including copies of any relevant correspondence, reference numbers and contact details. We will continue to monitor inbound correspondence indefinitely
All our Asset & Liability searches benefit from £2 million Professional Indemnity Insurance cover as standard. There are no registration or subscription fees, so you only pay for what you need, when you need it
An effective and efficient combined asset & liability search to support essential due diligence for Executors, Deputies & Attorneys.