Transmission of Shares

Transfer shares of a deceased holder to the rightful legal heirs by operation of law.

Transmission moves securities to legal heirs after the death of the original shareholder. We manage the legal documentation, name deletion for joint holders and coordination across multiple companies.

How we help

Guidance on succession certificate, will or legal-heir documents
Name deletion of a deceased joint holder
Handling multiple holdings across different companies and RTAs
Complete follow-up until shares are transmitted in your name

Documents typically required

Certified copy of the death certificate
Succession certificate / probate of will / legal-heir certificate
Transmission request form and specimen signatures
KYC of the successor(s)

Exact requirements vary by case. We'll confirm the full list during your free consultation.