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 o…

What happens to your investments when you die?

Richard.W Split this topic February 21, 2021, 11:02am 4

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

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