If a client has passed away and you need to manage their trading account, please follow these steps:
1. Notify us:
Contact us at support@vantagemarkets.co.id and inform us of the client's passing. Along with your notification, kindly submit the required document.
2. Submit required documents:
- Certificate of death: Email a copy of the client's death certificate.
- Bank details: Provide a recent bank statement and the details of the bank account where you would like the remaining funds to be transferred.
3. Please choose one of the following bank accounts to transfer the remaining funds.
- 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, include 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, include 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.
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