How do I manage a CommSec Options or International Shares Account held by a deceased CommSec customer?

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 8397 1206 if calling from outside Australia, 8am to 6pm (Sydney time), from Monday to Friday.

For estates with CommSec Options Accounts, we will be able to reduce the potential for market risk by closing any open positions as soon as you contact us.

For estates that held a CommSec Options and/or International Trading Account, we will require certain formal documentation, which will depend on multiple factors. We will advise on which formal documentation we require once you notify us of your loved one's passing.

We're here to help
  • If you have any questions, please contact us on 13 15 19  or +61 2 8397 1206 if calling from outside Australia, 8am to 6pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au
  • If the deceased held a CommSec Options Account, please call us on 1800 245 698 or +61 2 8397 1374 if calling from outside Australia, 8am to 5:30pm (Sydney time), from Monday to Friday
  • If the deceased held a CommSec International Trading Account, please call us on 1300 361 170 (24 hours on U.S trading days) or +61 2 8397 1250 if calling from outside Australia

 

© 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.

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