Deceased estates
In the event of your death:
- we will continue to deduct applicable administration and adviser fees until the portfolio is closed by your legal personal representative or any other person who we recognise
- as having a claim to your portfolio, e.g. an executor or administrator appointed to manage your estate, and
- your investments will continue to be invested in accordance with the most recently selected investment strategy, including transactions that may be triggered by automated plans, until we receive other instructions from a properly authorised person.
When an account is held in joint names and one account holder dies the credit balance in the account will be treated as owing to the surviving account holders.
