Reporting the death of an investor

A deceased investor’s profile must not be renamed, transferred, or used by an heir or anyone else. Do not access the deceased person’s account or change its details.

How to submit a report

1. Open the secure form: https://forms.corefi.co/forms/deceased-investor-report-en
2. Provide only the requested information and the requester’s contact details.
3. Upload any documents only through the system specified in the form. Do not send identity documents or succession documents in an open chat.
4. Keep the reference provided by the form.

How the case is handled

The review distinguishes between two areas:

• any balance held with the payment-account provider;
• rights and positions connected with investments.

Funds and positions follow separate procedures. Before any instructions can be acted on, the relevant teams must verify the requester’s identity, authority, and documentation. The initial report alone cannot establish who is entitled to the assets, which documents are sufficient, or how long the case will take.

Cases involving multiple beneficiaries, disputes, foreign documents, minors or persons lacking legal capacity, positions in recovery, or unclear authority require specialist review.

Updated on: 27/09/2026