Series 24: Death Of A Client

Taken from our Series 24 Online Guide

Death of a Client

If a client dies, the representative must cancel all open orders, mark the account “deceased,” and freeze the account.

All powers of attorney or third party authorization are immediately terminated. This includes discretion in discretionary accounts. The executor of the customer’s estate typically transfer

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Series 24: Death Of A Client

Taken from our Series 24 Online Guide

Death of a Client

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