What will happen to any Crowdfunding investments held by a customer who has died?

Triodos Crowdfunding investments may be transferred to a new investment holder, who will need to open a Crowdfunding account if they do not already have one. It is sometimes possible to redeem the investments (have them paid out) instead of transferring them. This is ultimately at the discretion of the directors of the company that issued the investment.

You can indicate on the Bereavement Notification Form(PDF) whether you would like the investments to be transferred or redeemed. If you select the option to transfer, we will provide the new investment holder with a Stock Transfer Form to complete so they can transfer the investments (and any cash in the Crowdfunding ‘wallet’) to their name.

If you select the option to redeem, we will contact the issuing company to request this. Once we have received a response, we will let you know if the redemption is possible or if the investments must be transferred.

You can find more information on crowdfunding investments at www.triodoscrowdfunding.co.uk.

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