What will happen to any Depository Receipts held by a customer who has died?

Depository Receipts (DRs) offer a way to invest directly invest in Triodos Bank. The register is managed on our behalf by an external provider called Captin.

These can only be transferred to a new DR holder, in accordance with the Will. The new DR holder will need to register with Captin and complete a further identity check with them before the DRs can be transferred into their name. Once the DRs have been transferred to the new holder, they can be sold via Captin. The beneficiaries will be able to review their holding with Captin once the transfer is complete.

We will provide more information on this if applicable.

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