Posted in Legal.

Documentation Required On Death

Documentation Required On Death Checklist

The documents required in the event of an investor’s death are outlined below. No transactions can be processed unless the full documentation is provided.

Certified Copies

A copy of an original document, which has been signed by any one of the following authorised persons, certifying it to be a true copy of the original:

If an Individual Dies:

And property is in Individual Name:

If property is in Joint Ownership – jointly and severally owned:

If a tenancy in common is not stipulated on the application form then joint tenancy is assumed.

If in Joint Ownership – tenants in common:

If a Trustee Dies:

If it is a Corporate Trustee that has been liquidated or wound up:

If a Director of a Company dies:

Investments, Documentation, Death, Evidence