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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.
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
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
Confirm the details of the death
In order for us to accept further instruction(s), you will need to send us formal documentation. More information can be found in this section.
3
Sell, Transfer or Donate the shares
There are a number of options available to you once the death has been formally confirmed with us. Guidance can be found in this section.
All companies have to keep an up-to-date record of the names and addresses of their shareholders. This record is called a share register
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A step by step guide – What to do when a shareholder dies
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