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What will happen to my investment account if I die?
What will happen to my investment account if I die?

Planning for what comes after is part of life. Discover how to make the process as smooth as possible for your heirs.

Laurène Soubrier avatar
Written by Laurène Soubrier
Updated over a year ago

Rest assured that we've got a plan in place to make sure your Selma investment account and your investments are handled with care, even in the event of your death.

In case of your death, your heirs can reach out to us and provide a few essential documents:

  1. Notary or Swiss Post certified copy of passport/ID of the heirs (with apostille if they do not live in Switzerland)

  2. Original or notary certified copy of the certificate of inheritance (with apostille if the heirs do not live in Switzerland).

Your heirs can send the documents to the following address:

Selma Finance AG

Hardturmstrasse 161

8005 Zürich

Once we've received these documents, your heirs can choose to sell the funds from your Selma investment account and transfer the money to an account of their choosing.

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