Losing a loved one

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 through this process—our dedicated team is a call away on 0800 41 41 16.

You can also download our guide for executors and administrators.

Making difficult times a little easier

The Fidelity guide for executors and adminstrators.

Read executors and administators guide
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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.

Obtain probate

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

Investment decisions

Decide whether you’d like invest the money into a new account, transfer the investments to a new name, or sell them and receive the proceeds.

Send us your documents and certificates at:

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