We understand that dealing with the loss of someone close can be a very difficult time. If you’re handling the estate of a deceased investor, please don’t hesitate to contact our team at support@crowdcube.com — we’re here to help guide you through the process.
Why Shares Need to Be Transferred?
In the event of a bereavement, you may need to transfer the shares held by the deceased into your name or that of another beneficiary. We appreciate that this is a sensitive matter and aim to make the process as straightforward and supportive as possible.
Documents Required
To assist with the transfer of shares, please provide the following documents:
Identification for the Executor or Personal Representative
Death Certificate
Grant of Probate, Letters of Administration, or a Will
If probate has not yet been granted, an email or letter from a solicitor confirming the person’s authority to manage the estate will also be accepted.
If a will or executor has not been appointed and the value of the shareholding is under £5,000, we can still help transfer the shares.
To locate the relevant Crowdcube account, please provide:
The full name of the deceased, and/or
The email address associated with their Crowdcube account
Once located, we’ll confirm the holding’s value and advise on the next steps.
Creating a Receiving Account
To complete the transfer, please create a Crowdcube account in the name of the person who will receive the shares and share the email address linked to that account.
This allows us to conduct the required anti–money laundering (AML) checks.
If the AML checks cannot be completed automatically, we will ask you to provide:
A copy of a valid ID document, and
A proof of address issued within the last three months.
You can view the list of documents we accept for proof of ID here.
Need Assistance?
Again, if you have any questions at any stage, please reach out to us at support@crowdcube.com. Our team is here to support you through this process with understanding and care.