Currency Partners | Estate Late test

Deceased Estate Late

1Client Contact Details

2Your Particulars

3Requirements

Name of the Deceased
Title*
Full name(s)*
Surname*
Surname*
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Estate Reference (e.g. 22/829192/MR)*
Primary Contact
Full name(s)*
Surname*
Mobile number*

e.g. 082 555 9999
Primary contact email*

Executor Details
Full name(s)*
Surname*
Nationality*
Country of Residence*
Occupation*
Executor Information
House name and number*
Street name*
Suburb*
City/Town*
Province/State/Region
Country*
Postal code/zip*

Please select the Add Beneficiary button to add Estate Beneficiaries

Name	Surname	Contact	Email	Value of Distribution	Contact for Quotes	Actions

There are no Entries.

Proof of address type
Proof of address upload
Drop files here or

Accepted file types: pdf, png, jpg, jpeg, Max. file size: 50 MB, Max. files: 2.
Proof of address upload.
Acceptable Documentation Guide.

Successful file uploads will be listed above. If you wish to delete the uploaded file(s), click on the red x next to the file name to delete.

Maximum 2 files
Allowed file extensions: .pdf, .png, .jpg.
Allowed file extensions: .pdf, .png, .jpg
Identification type*
SA nationals abroad to use ID not passport
*Passport number*
Identity number*
Identification scan upload
Drop files here or

Accepted file types: pdf, png, jpg, jpeg, Max. file size: 50 MB, Max. files: 1.
Proof of identity upload.
Acceptable Documentation Guide.

Successful file uploads will be listed above. If you wish to delete the uploaded file, click on the red x next to the file name to delete.

Maximum 1 file
Allowed file extensions: .pdf, .png, .jpg

Documents Required
- ID/Passport & POA for executor(if not yet uploaded)
- Death certificate
- ID/Passport of deceased
- Liquidation and distribution document
- Will and Testament
- Letter of executorship
- Beneficiaries valid passport
Identification scan upload
Drop files here or

Accepted file types: pdf, png, jpg, jpeg, Max. file size: 50 MB, Max. files: 1.
Proof of identity upload.
Acceptable Documentation Guide.

Successful file uploads will be listed above. If you wish to delete the uploaded file, click on the red x next to the file name to delete.

Maximum 10 files
Allowed file extensions: .pdf, .png, .jpg
Terms And Conditions*
- I have read, understood and agree to the Terms And Conditions*
I have read and understood the Statutory Disclosure Information**
- I have read and understood the Statutory Disclosure Information*
I acknowledge that:*
- I acknowledge that:
The details and information provided are true and correct to the best of my knowledge I have the full capacity and authority to enter into transactions with Currency Partners and declare to the best of my knowledge the information provided is accurate and correct I have complied with all applicable legislation and regulations governing my activities including any anti-money laundering legislation and SARB exchange control regulations.
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Deceased Estate Late

Name of the Deceased

Primary Contact

Executor Details

Executor Information

Documents Required

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