Legal and Regulatory - Bereavement
- What is the Bereavement process?
- What happens to the deceased assets once the bereavement process is complete?
- What documents do I need to provide to inform you of a deceased customer?
- How do I register the death of a Shareholder using a UK Grant of Representation?
- I am Power of Attorney, how do I register with EQi?
- Can I transfer the APS Allowance to an ISA provider of my choice?
- Will there be any additional instructions needed to transfer investments to an APS Allowance?
- What happens to my ISA if I die?
- Do I need to complete a Small Estates form?
- How do I request an Estate Valuation?