As an Advinans customer, an individual may have assets/insurance cover with us and with/via our partners. Advinans manages funds available in an Advinans ISK as described below. Holdings in pension insurance are handled by Futur Pension or Nordnet and compensation from any risk insurance is handled by Euro Accident or Länsförsäkringar. In the event of death, Advinans freezes all assets pending the arrival of documents from the relatives of the deceased.
In order to transfer holdings and close a deceased person’s account, the relatives need to submit the following:
- A certified copy of the registered estate inventory from the Swedish Tax Agency
- The form "Closing of account for a deceased's estate” where it is stated what is to be done with the holdings of the investment savings account, to what other accounts it should be distributed and specifying a bank account number for the payment of liquid funds
- Certified copies of the beneficiaries' ID documents
You will find the form ”Anmälan om dödsbo” here
If an estate administrator has been appointed by the district court, he or she can submit assignments. In that case, a copy of the appointment shall be attached. All certifications submitted must consist of two independent persons from the beneficiaries, with printed name, personal identity number and telephone number.
For other questions, please contact Advinans' Customer Service, on number 021-22030 or send an e-mail to firstname.lastname@example.org