When a shareholder has passed away, the family may need to follow a transmission process to update the ownership record in favour of an eligible claimant. The documents and steps depend on factors such as nomination, holding type, value, and the issuer’s procedures.
How CWA can support you
- Review the available holding and family records.
- Explain the likely documentation categories and process stages.
- Help organise forms and supporting information for review.
- Clarify questions to raise with the issuer, registrar, or depository participant.
Transmission is subject to verification and the decision of the relevant institution. Legal heirship and succession questions may require advice from a qualified legal professional.
