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