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Easily and securely manage your shareholdings online.
Monitor your shareholdings and investments value all in one place.
View a summary providing a complete view of your holdings and employee schemes.
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It can be a difficult time when someone close to you dies - especially if you've never had to deal with things like shares before.
We've put this information together to help you register the death with us and transfer or sell the shares to release any money (or the shares) to the estate's beneficiaries
1
Notify us of the death
Letting us know a shareholder has died means we can update our records and put a hold on any future activity. We can also provide guidance on next steps.
2
Confirm the details of the death
In order for us to accept further instruction(s), you will need to send us formal documentation. More information can be found in this section.
3
Sell, Transfer or Donate the shares
There are a number of options available to you once the death has been formally confirmed with us. Guidance can be found in this section.
We understand that when someone close to you dies, it can be difficult working out what to do and in what order, especially if it’s the first time you have had to deal with legal issues following a death. If you need help or support with managing an estate, Equiniti offer a reassuring and comprehensive estate administration service.
All companies have to keep an up-to-date record of the names and addresses of their shareholders. This record is called a share register
We can support you with advice, help to obtain probate or manage an estate from end to end for you.
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0371 384 2793
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Find out more about the EQ Estate Administration Service
A step by step guide – What to do when someone dies
A step by step guide – What to do when a shareholder dies
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