Help dealing with bereavement

This page is to give guidance to those managing the finances of someone who has recently died.

Guide to bereavement

Information on how to manage Investec accounts in the name of a loved one who has passed away.

Download PDF (3.55 MB)

Notice of bereavement

The form to complete if you are notifying us of the death of an Investec client.

Download PDF (329.95 KB)

Withdrawal instruction

The form to complete to apply to close the account(s) of an Investec client who has died.

Download PDF (421.78 KB)

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