In the case of a client's death, we kindly request the Administrator/ Successor of the deceased’s estate to reach our customer care team by following this link.
To grant access to the account, as a minimum, we will request to provide us with a certified copy of the death certificate. Additional documentation may be requested, depending on the specific case.
Then, we will perform the necessary review of the provided details and once approved, we’ll only take instructions from the Administrator/Successor on actions to be taken relating to the funds, open positions and deactivation of the deceased client’s account.
