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First Asset Morningstar Emerging Markets Composite T.EXM.A



TSX:EXM.A - Post by User

Comment by 18tee20on Nov 17, 2009 8:08pm
483 Views
Post# 16497478

RE: RE: Letter of Transmittal

RE: RE: Letter of Transmittal

Only if you hold your own paper certificate, as I did, you must submit your letter of transmittal along with your paper certificate (leave the back unsigned and blank, do not endorse it).  If you received the blue, about 5 page letter of transmittal, it does tell you everything you need to know.  Fill it in and send your transmital and your old exm cert to the address listed on the transmital by registered mail with return receipt requested.  Cost me about $15.00.  I was told to insure your certificate for 1 % of its market value when mailing by a Mellon transfer agents .

This was all new to me too, but this is how I went about it, hope it helps.  Read the letter of transmital thoroughly, it is very complete on what to do.  You have 6 years to act before your old cert becomes valueless.  But, I see no point in waiting.  Also, don't forget to verify your social security number for US  tax purposes on a later page in the transmital if you are a US citizen.  Hope it helps, and too bad my old shares of exm ain't hardly worth this effort but maybe a nice 10 bagger from here will get some money back eventually. 

If anything goes wrong, don't blame me as I am no pro either in this regard.  But I feel confident I followed the right procedures.

18tee

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