Executor Dealing

 

There are three specialist services available to you should you wish to realise the value of the holding you are acting as Executor for. You can find out more about these services by clicking the options below.

Please note, you must register all of the necessary legal documents with the company Registrar before using these services. For more information about registering legal documents, please call 0800 181 4702 or visit www.capitaassetservices.com/bereavement

 

Deal by email

For a low-cost, simple Executor Dealing Service that allows you to instruct a share sale by email, please click here to download our Executor dealing form.

You will need to have the share certificates to hand before instructing your sale. Once we have executed your instruction, we will contact you to confirm the details of your sale and explain the next steps.

This service gives you the ability to have sale proceeds made payable directly to an Attorney or Executor should you wish. If this is of interest, please ensure you complete Section 3 of the instruction form and complete the template titled, ‘Letter of Authority’ which is included with the form.

Deal online

To sell shares online at live prices, please click here.

You will need to have the deceased holders name, investor code, registered postcode, date of birth and share certificate to hand when trading.

Deal by phone

If you would rather talk to someone, you can call us on 0371 664 0445  (Calls are charged at the standard geographic rate and will vary by provider. Calls outside the United Kingdom are charged at the applicable international rate. We are open between 8 am – 4.30 pm, Monday to Friday excluding public holidays in England and Wales). .

You will need to have the share certificates to hand before instructing your sale. 

Risk warning: Remember the price of shares can go down as well as up, and you are not guaranteed to get back the amount that you originally invested.
Click here to read the full warning.

Capita Asset Services is a trading name of Capita IRG Trustees Limited which is authorised and regulated by the Financial Conduct Authority and which is also authorised to conduct cross-border business within the EEA under the provisions of the EU Markets in Financial Instruments Directive. Registered office: The Registry, 34 Beckenham Road, Beckenham, Kent BR3 4TU. Registered in England and Wales No. 2729260.
www.capitaassetservices.com