If a person (usually family members) wishes to withdraw investment holdings from the deceased account, they are required to provide us the following documents:
a) Certified true copy of the death certificate;
b) Certified true copy Letter of Probate (with will) or Letter of Administration (without will)*;
c) Certified true copy of Identification card or passport which can prove the identity of the administrator;
d) Written Instruction** (Redemption / Transfer);
e) iFAST Account Issue Letter** ; and
f) FSMOne Internal Transfer form (Download here).
FSMOne shall pass the monies to the named person according to the instruction from the Court. Please be noted that no transactions can be done to a deceased account prior to the receival of documents. As such, the associated investment holdings will be subjected to the daily market price fluctuation.
Remarks:
*Probate or Letter of Administration needs to be applied from the Court.
**Kindly request the document by sending an email to our client service team at clienthelp.my@fundsupermart.com.