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Procedure for deceased Investor
Procedure for deceased Investor

What if an Investor has passed on.

Melissa avatar
Written by Melissa
Updated over a week ago

If an Investor has passed on, Funding Societies will require the following documents from the deceased family member/heir/executor:

  1. Sealed Grant of Probate / Letters of Administration 

  2. The Will of the Deceased appointing an executor (if any)

  3. Documentary proof of relationship with the executor (if any)

  4. Copy of Executor’s bank statement for future withdrawal purpose, which should include the information of account holder’s name, account number and bank name/bank logo

If there is no will written of the deceased person, an additional document is required as below:

  1. Letter of Administration, with Funding Societies stated as an account 

Should you need further clarification or assistance, do reach out to us at [email protected] 

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