What to do if the account holder has passed away?
In the unfortunate event that an account holder has passed, please follow the steps below to manage their trading account:
1. Notify us:
Contact us at support@vantagemarkets.co.uk to inform us of the account holder's passing. Please include the necessary documents to assist us in processing your request.
2. Submit required documents:
- Death Certificate: A copy of the client's death certificate.
- Bank details: A recent bank statement and the details of the bank account where you would like the remaining funds to be transferred.
3. Choose a bank account for fund transfer:
- Bank account in the client's name: If the deceased’s personal bank account is still active, provide the details of this account.
- Beneficiary’s bank account: If funds are to be transferred to a beneficiary, provide a copy of the deceased's will and the beneficiary's bank account details.
- Estate account: If the funds should be sent to the estate account, provide a letter or equivalent document from the executor of the estate.
If you have any questions or need further assistance, please don't hesitate to contact our Support Team via live chat or email support@vantagemarkets.co.uk.