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It can be a difficult time when someone close to you dies - especially if you've never had to deal with things like shares before.

What to do when a shareholder dies

Services

Bereavement Support

What to do when a Shareholder dies

We've put this information together to help you register the death with us and transfer or sell the shares to release any money (or the shares) to the estate's beneficiaries

Please follow the below steps:

1

Notify us of the death

Letting us know a shareholder has died means we can update our records and put a hold on any future activity. We can also provide guidance on next steps.

2

Register the death

In order for us to accept further instruction/s, the death needs to be registered formally. More information is available here.

3

Sell, Transfer or Donate the shares

There are a number of options available to you once the death has been formally registered. Guidance can be found in this section.

What we do?

All companies have to keep an up-to-date record of the names and addresses of their sharehold​​ers. This record is called a share register​​​​​​​​​​​​​​​​​​​​​​​

Need extra help?

We can provide support at the time when it’s needed most.

Mon - Fri 8:30 - 17:30

0371 384 2793

From outside the UK

+44 121 415 0875​​​

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