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Home › Investment Services › Deceased estate service
JBWere Investment Services can assist in the administration of Deceased Estates. Services offered include:
| Service feature | Details |
|---|---|
| Existing client | Transfers to surviving spouse; Transfer of shares, cash and managed funds to beneficiaries; Sell down of portfolio; Establishment of new accounts for surviving spouse or beneficiaries. |
| Non-clients: | Sell down of portfolio (held Issuer Sponsored); Establishment of new accounts for surviving spouse or beneficiaries. |
Please contact Joe Vecchio on 1300 366 566.
| Fees | Details |
|---|---|
| Estate handling fee | $500 |
| Share transactions | greater of 1.5%, min $99 per transaction |
| Off market transfers | $55 per transfer (capped at $550) |
If you need information or help, please contact us on 1300 366 566 or jbwere@jbwere.com
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Investor Service team - Phone 1300 366 790 (Australia); 0800 555 555 (New Zealand).
Or phone (61 3) 9679 1534, fax (61 3) 9679 1369.
This website contains general securities advice. In preparing the content, JBWere has not taken into account any person's particular objectives, financial situation or needs.
Before acting on any advice you should consider whether it is appropriate for you.
