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  • Securities transfer to a relative by inheritance

Securities transfer to a relative by inheritance

Securities are considered an asset. Like real estate, money, a car, or anything, you can sell or buy it, donate it, leave it as an inheritance and even transfer it to trust. The only question is how to do it.

Securities are a good tool for accumulating a personal "retirement fund". Unlike funds that are stored, for example, somewhere in a pension fund, they will be inherited by family members.

How to inherit securities?

Inheritance can be received through a will or by law, the procedure depends on applicable legislation of each country.

In the event of such circumstances, a death certificate should be provided to Freedom Finance to suspend transactions on the account for securities reasons, until inheritance takes over.

Further, once all legal procedures are completed an heir(s) has to submit Freedom Finance's respective confirmation of inheritance.

Additionally, KYC documents of heirs shall be required for identification and verification, the list will be provided separately.

Then, once all procedures are finalized, depending on the will of an heir(s) the trading operations continue or withdraw securities and funds.

Kindly note, that the above-mentioned gives a general description of the procedure and in each case, you will be guided by the team of Freedom Finance.