Help & FAQs

What is the Bereavement process?

Contact Selftrade Customer Experience Centre to notify us of the deceased person. At this point the account will have services restricted until the full bereavement process has taken place. The Customer Experience Centre agent will request the caller to send in the death certificate (original or a certified copy*) with a covering letter advising who we should write to regarding the account. Unfortunately, we will be unable to offer any account information at this time, however we will communicate with the executor(s) once the death certificate has been received. 
To notify us contact the Customer Experience Centre here

* A Certifier must be: a Lawyer, Accountant or Bank Manager. They should provide their name, address of the company they work for, company stamp and their registration number.

Submitted on 21st Aug 2018

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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