Investments
Contact the asset manager or platform with the death certificate
Some steps differ by region inside the country.
Where
The asset manager, investment platform, or stockbroker, with the death certificate and executor's letter.
How
Look for annual statements or tax certificates by post and in their email, these name the platform.
Ask their financial adviser for a consolidated portfolio statement.
Contact each platform, report the death, and ask for a valuation as at the date of death, the estate needs it.
Check for unit trusts, tax free savings, endowments, and share accounts separately, they are often at different providers.
What to bring
A certified copy of the death certificate
The executor's letter
Account or investor numbers
This is practical information, not legal, medical, or financial advice.