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Guides / South Africa

Business documents

Speak to their accountant or business partner

Some steps differ by region inside the country.

Where

Their accountant, business partner, or co-director, and the CIPC for company records.

How

Speak to the accountant first, they usually hold the financial statements, shareholder records, and tax filings. Ask the partners or co-directors for the shareholders agreement or partnership agreement, it normally sets out what happens on death. Search CIPC for companies and close corporations registered in their name. Check whether there was buy and sell cover, a policy designed to fund the purchase of their share.

What to bring

The executor's letter A certified copy of the death certificate Any company registration numbers you can find

This is practical information, not legal, medical, or financial advice.

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