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If I pass away, what happens to my individual account at QuietGrowth?

If a client passes away, then we will need the following documentation before we can take any instructions from a third party:

  1. Death Certificate of the client.
  2. Will and Grant of Probate, OR Letters of Administration.
  3. Proof of identity, which can be a copy of the passport or government-issued ID card, from the administrator.

After the administrator submits all these documents to us and we approve these documents, then we will take instructions from the administrator.

Also read the answer to the related question:

Online financial advice for your long-term investing

Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

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