How to I transfer the holdings of a deceased investor?

We will first need to see an official copy of the deceased’s death certificate before being able to share any details of their holdings. We also request that you send a copy of the Grant of Probate or equivalent documentation once this has been granted. Once we have these documents, we can then begin the process of releasing or transferring the holdings to the appropriate beneficiaries. The ability to sell or withdraw the holding(s) in question is dependent on the investment. 

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