Business Protection

Shareholder protection

Funding the purchase of a deceased or seriously ill shareholder's holding.

Without funding, the surviving owners may find themselves in business with a beneficiary who has no interest in the company, or unable to buy the shares at all.

Cover is usually arranged alongside a cross-option agreement so both sides have a clear, agreed route.

Things worth considering

A cross-option agreement is normally essential
Valuation method should be agreed in advance
Company articles must not conflict with the arrangement

Enquire about shareholder protection

Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.

One dedicated point of contact
No call centres
Introductions handled discreetly
Serving Hampshire, West Sussex, Surrey and the Isle of Wight

Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.

Your enquiry is reviewed personally before any introduction is made.

First name

Last name

How would you prefer to be contacted?

Email address

Telephone number

Service you are asking about

Best time to reach you (optional)

County or area (optional)

I agree that Cromwell Associates may contact me about this enquiry and, if I ask to be introduced, may pass my name and contact details to a suitable specialist for the service I have asked about. I have read the Privacy Notice.

Optional: I am happy to receive occasional updates from Cromwell Associates. This is separate from my enquiry and I can stop it at any time.

Please do not send medical details, account numbers or other sensitive information. Cromwell Associates is an enquiry and introduction service: it does not give advice, recommend policies or arrange cover. Insurance introductions are passed on by hand to a suitable specialist, and other services to an appropriate partner. Cromwell Associates may receive a referral payment if you go on to use a service.