Inheritance feature: manage your property as you see fit

The inheritance feature is now available to you in the back office.

You can pass on the following as an inheritance to anyone:

• your registered and unregistered investment shares,
• your funds in the main and partner accounts,
• your account in the back office, along with your partner structure and the opportunity to manage the accounts.

The inheritance feature is available to every user. Even if you have not yet invested or registered shares as your property, you can designate heirs at any time.

How do I make the inheritance arrangements?

• Open your back office profile and in the "Inheritance" section provide the details of the person you wish to designate as your heir: state their full name, series and number of their identity document, date of issue, expiry date and issuing authority. Other information is optional.
• If there is only one heir, he or she will inherit all investment shares, funds in accounts and account management rights.
• You can designate several heirs. In this case, distribute the inheritance percentage between them and specify who will be in charge of managing your account. You can add an unlimited number of heirs. They will get your investment shares and funds in accordance with the percentage you specify.
• You can remove or add heirs at any time.

Manage your property as you see fit! Don't forget that in terms of legal regulations, the inheritance procedure in the back office is primarily governed by the rules and regulations of your country of citizenship.

You can find out more about the inheritance feature here.

Still have questions about the inheritance option? Contact our technical support service via the online chat in the back office. We will definitely help you!