How do I sell issuer sponsored shares as the executor of a deceased estate?

If you are the executor or beneficiary of a deceased estate, please notify us of the customer’s passing by phoning us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 6pm (Sydney time).

CommSec does not provide a facility in which issuer sponsored shares can be sold in the case of deceased estates. However, if probate has been granted, you may open an Estate Trust Account with CommSec and transfer the issuer sponsored shares into this account through an Off Market Transfer.

Alternatively, we recommend you speak to the relevant share registry to discuss your options.

We're here to help

If you have any questions, please contact us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 6pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au.

 

© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

Top