What happens if I die while holding an investment or cash through Tifosy?
If you die while holding an investment or cash through Tifosy, such assets will form part of your estate and may be passed on.
To notify us of the death of a Tifosy member, please send a scanned or photographed copy of the Death Certificate to info@tifosy.com.
In order to transfer any investments held to the executor or a beneficiary, they will first need to create an account with Tifosy. Once transferred, the investments may be held until maturity, or sold on the Tifosy Exchange by the new account holder. Any cash held can also be transferred to the new account holder, or withdrawn back to the executor’s bank account.