In case of client death, we kindly request the heirs of the deceased client respectively the Administrator/Executor of the deceased’s estate to contact us as soon as possible by email support@accountservices.saxo or by post to the following address:
Saxo Bank (Schweiz) AG
The Circle 38
CH-8058 Zürich-Flughafen
Switzerland
As a minimum, we request to provide us with the information/documentation below:
- Original or a certified true copy of the Death Certificate.
- Original or a certified true copy of the Grant of Probate / Letters of Administration (if available), conclusively evidencing that the Administrator/Executor is authorized to act in such capacity.
- Administrator/Executor’s full name.
- Administrator/Executor’s contact details such as email and phone number.
- Certified true copies of the Administrator/Executor’s identification details and documents, such as Passport or Identification Card.
The list above is not exhaustive. Additional documentation may be requested, depending on the specific case.
Once Saxo has received sufficient documentation, it will be reviewed. Saxo may perform a callback to the Administrator/Executor to conduct identity verification. Once approved, Saxo will only take instructions from the Administrator/Executor on actions to be taken relating to the funds / open positions on the deceased client’s account (subject to compliance with Saxo’s internal policies), and we will proceed to close the respective Saxo account.
Unfortunately, it is not possible for an account holder to appoint a trustee/nominee in advance.