QUOTE(lee82gx @ Sep 6 2024, 10:21 AM)
the most important thing IF IB comes to malaysia is survivorship / estate planning.
You die as individual account holder, hopefully your heir can directly go to their office, present your will and death cert and they transfer the account to the heir.
As of today, you send a pdf to HK office. Imagine the security and possible pitfalls.
I'm also very much looking forward to re-opening a joint account with rights of survivorship with my wife.
As of today if you already have an individual account they treat you like a terrorist / money launderer if you try to do this kind of changes via "chat" or phone call.
im 100% agree with you. nowadays im very worried what will happened to all my investment in IBKR should i suddenly die. You die as individual account holder, hopefully your heir can directly go to their office, present your will and death cert and they transfer the account to the heir.
As of today, you send a pdf to HK office. Imagine the security and possible pitfalls.
I'm also very much looking forward to re-opening a joint account with rights of survivorship with my wife.
As of today if you already have an individual account they treat you like a terrorist / money launderer if you try to do this kind of changes via "chat" or phone call.
my family dont know a thing about how IBKR works.
This post has been edited by sp3d2: Sep 6 2024, 11:00 AM
Sep 6 2024, 10:59 AM

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