Losing a loved one

Making difficult times a little bit easier

Losing someone close to you can be a tough time. If you’re responsible for looking after their investments, there may also be a lot of work involved.

We’re here to help you and our dedicated team is just a call away on 0800 41 41 16.

Or, if you are working with an adviser, please contact them directly and they will be able to manage this process for you.

Let us know

The first thing to do is send us an original death certificate, to enable us to make changes to the account. We'll return this as soon as possible.

Send us your documents and certificates at:

Fidelity International
Oakhill House,
130 Tonbridge Road
Hildenborough
Tonbridge
Kent
TN11 9DZ

Obtain probate

Send us a sealed copy of the Grant of Representation signed by each of the registered executors.

How do I obtain probate?

Investment decisions

Decide whether you'd like to use the money to invest in a new account, transfer the investments to a new name or sell the investments and receive the proceeds.

What can I do with the investments?

Important information

Useful information

Other Fidelity Sites

Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact your financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity Adviser Solutions’ and Fidelity Adviser Solutions Client Terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.