Shares of a Deceased Shareholder: Recovery and Transmission
A practical overview of what families should consider when a shareholder has died and old shares or dividends remain unclaimed.
Why deceased-shareholder cases are different
The original holder may no longer be able to make the claim. The person entitled to act may be a joint holder, nominee, legal heir or another person determined under the applicable law and documents.
Common documents that may be relevant
- Death certificate
- Identity/address documents
- Nomination information
- Joint-holder details
- Will or succession-related documents, where applicable
- Share certificate or folio information
Do not assume every family member can claim
Entitlement depends on the ownership structure and applicable succession requirements. When the case is legally complex, professional legal advice may be appropriate.
General information only: This guide is educational and is not legal, tax, investment or financial advice. Processes and requirements can change; verify current requirements with the relevant company, RTA or authority.
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