How to nominate a beneficiary to my account

[piachader93]

Hello there, does anyone know how I can nominate a beneficiary to my ISA account ? (in the event of my death, the person that would get my holdings)

Thank you

Pia

[OfentseIG]

On 03/12/2022 at 13:00, piachader93 said:

Hello there, does anyone know how I can nominate a beneficiary to my ISA account ? (in the event of my death, the person that would get my holdings)

Thank you

Pia

Hi @piachader93

Once we are advised that a client is deceased and have received the Death Certificate, we will ask the informant to provide a copy of the will, grant of probate or grant of representation which names them as executor or administrator of the estate and they instruct us to sell or transfer the shares then we can act upon their instruction.

We do not have the option to nominate beneficiary as these can be confirmed by the documents required. All the best, OfentseIG