What happens to your investments when you die?

I know it’s a morbid topic, but I’m keen to make sure I have all my life admin in order…

I was wondering how straight forward it is for T212 to transfer investments to the beneficiary of an estate when a customer passes?

Is there anything we should be doing now or is it as simple as just passing on the @help e mail address on to our loved ones so they know there is cash invested with T212?

Thanks!

3 posts were merged into an existing topic: If I die… When I die… :laughing:

A post was merged into an existing topic: If I die… When I die… :laughing: