Securities Valuations for Professional Use
Valuation and historic pricing research supporting probate administration, portfolio reporting, and professional advisory work.
About our Services
Stockval provides independent securities valuations using verified historical pricing data and established methodologies.
We support probate administration, portfolio reporting, and other cases requiring reliable historic market data, delivering clear, well-structured reports for UK and international securities.
How It Works
Our process is designed to provide professional advisers with accurate and clearly documented valuation reports.
1. Submit a Valuation Request
Provide details of the securities or portfolio requiring valuation, together with the valuation date and any supporting documentation.
2. Data Research and Verification
We review historical pricing data and relevant market sources to establish the appropriate valuation.
3. Valuation Preparation
A structured valuation is prepared based on the available market data and professional valuation standards.
4. Delivery of the Report
The completed report is delivered for use in probate administration, portfolio reporting, or other professional requirements.
Our Services
Date of Death Valuation
Independent securities valuations based on verified historical pricing data and established methodologies, including quarter-up and middle-of-the-market calculations where applicable. Reports are prepared for probate and related requirements, with clear, professional presentation. Dividend data and registrar verification can be incorporated where required.
Portfolio Valuations
Valuations of individual holdings and multi-asset portfolios using verified market pricing data. Suitable for reporting, administration, and portfolio review, with supporting dividend information and verification of holdings with registrars where needed.
Historic Share Price Research
Historic pricing research across UK and international markets, supporting accurate valuations and reporting where past market values are required, including dividend history where relevant.
International Securities
Valuation research for securities listed on overseas exchanges, providing reliable historic pricing data across multiple jurisdictions, with support for registrar verification and dividend analysis as applicable.
Request Valuation
If you require a securities valuation or historic share price research, please contact us with the details of your enquiry.
