Deceased Estates Policy

In order to release funds from the trading account, we require the following documents:
– A certified/notarised copy of the Account Holder’s Will
– A certified/notarised copy of the Death Certificate
– A certified/notarised copy of the Grant of Probate (if applicable)
– Proof of your identity (as executor of the will), in the form of a certified copy of a Passport or Driver’s Licence
– Details of the account which the funds are to be transferred to

Once we receive all the required documentation, we will process the funds to be released to the designated account within 2 working days.

Please keep in mind submission of incomplete documentation will result in a delay to the release of funds.

Once the funds have been released, we will proceed to close the account immediately if the account is in a sole name.