If the account holder has passed away, we require certain documents before we can release, transfer, or sell any holdings.
Once we are notified and receive a Death Certificate, the storage account will be temporarily frozen pending instructions from the authorised representative.
Step 1: Death Certificate
We require a Death Certificate to:
Verify the death
Freeze the storage account
Await instructions from the authorised party
A Death Certificate alone does not grant authority to act on the account.
Step 2: Determine what applies
If there is a valid Will and the estate value with us is under $50,000:
Death Certificate
Copy of the Will
If there is a valid Will and the estate value with us is $50,000 or more:
Death Certificate
Copy of the Will
Grant of Probate
If there is no Will and the estate value with us is under $50,000:
Death Certificate
Contact us for further guidance
If there is no Will and the estate value with us is $50,000 or more:
Death Certificate
Letters of Administration (issued by the Supreme Court)
What happens next?
Once we have verified the required documents, the authorised Executor or Administrator may instruct us to:
Sell the holdings
Redeem to physical bullion
All instructions must come from the legally authorised representative.
Important notes
We cannot release or transfer any holdings without proper authority.
Requirements above apply specifically to storage accounts.
If unsure which documents apply, please contact us before proceeding.