Common use of Death of Account Holder Clause in Contracts

Death of Account Holder. a. Please note that We are unable to accept instructions following the death of an account holder until We are in receipt of a sealed copy of grant of probate. We will inform the executors of the value of the investment at the date of death.

Death of Account Holder. a. Please note that We are unable to accept instructions following the death of an account holder until We are in receipt of a sealed copy of grant of probate. We will inform the executors of the value of the investment at the date of death. In the event of the death of one party of a joint account or a trustee you are required to inform Us immediately and to complete a new account opening form.