What happens to my Valvest account in case of death?
To prepare your Valvest account for events such as your passing, consider these steps:
- Draft a will or leave a signed document with your lawyer or loved ones, including your Valvest ID number.
- Specify who should inherit the remaining funds in your Valvest account, including their full name and date of birth.
- Appoint someone to manage your portfolio and the shares each heir should receive. Ensure your will has an English version.
- When we receive notice of an investor's death, we will freeze the account and provide guidance based on the account's status. We will then work directly with the heir's representative or the heirs, depending on the will and account details. We will also inform them of the necessary documents and procedures.
The distribution of funds to heirs depends on the account status, the will, and any specified wishes.
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