What to do if the account holder has passed away?
If a client has passed away and you need to manage their trading account, please follow these steps:
1. Notify us:
Contact us at support@vantagemarkets.com.au and inform us of the client's passing. Along with your notification, kindly submit the required document.
2. Submit required documents:
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- Certificate of death: Email a copy of the client's death certificate.
- Bank details: Provide a recent bank statement and the details of the bank account where you would like the remaining funds to be transferred.
- Certificate of death: Email a copy of the client's death certificate.
3. Please choose one of the following bank accounts to transfer the remaining funds.
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- Bank account in the client's name: If the deceased’s personal bank account is still active, provide the details of this account.
- Beneficiary’s bank account: If funds are to be transferred to a beneficiary, include a copy of the deceased's will and the beneficiary's bank account details.
- Estate account: If the funds should be sent to the estate account, include a letter or equivalent document from the executor of the estate.
If you have any questions or need further assistance, please don't hesitate to contact our Support Team.
