If you are the executor or beneficiary of a deceased estate, please notify us of the customer’s passing by phoning us on 13 15 19 or +61 2 8397 1206 if calling from outside Australia, 8am to 6pm (Sydney time), from Monday to Friday.
For estates with CommSec Options Accounts, we will be able to reduce the potential for market risk by closing any open positions as soon as you contact us.
For estates that held a CommSec Options and/or International Trading Account, we will require certain formal documentation, which will depend on multiple factors. We will advise on which formal documentation we require once you notify us of your loved one's passing.