Letter requesting information - Various Investments
Letter useful to obtain from different institutions and companies relevant information concerning various insvestements in order draw up an inventory of the deceased's assets...more
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- Before being able to proceed with the succession/estate inventory of the deceased's property, you must obtain all the relevant information from the institutions and companies with which the deceased used to do business.
- In addition to the usual financial institutions, investment funds are often held through various companies.
- The information request letter concerning investment funds or various investments, available in multiple formats on this website, will be suitable for most situations.
Other services offeredInventory of the estate Letter requesting information from financial institutions Letter to request information from insurance companies
You can choose to draft your "Letter requesting information from companies regarding various investments" online. Here are the steps to follow:
- Start the service by clicking on the blue button labelled "Click here to start";
- If you have not already done so, please register;
- Complete the questionnaire by entering the information required for the preparation of the letter;
- Once you have completed the questionnaire, you pay the required fees with your credit card;
- Print your letter, sign it and send it to the different institutions or companies;
- LA SOCIETE SCRIPTA LEGAL INC. is committed to the protection of the personal information provided on its website.
- LA SOCIETE SCRIPTA LEGAL INC. is subject to the Code of ethics of notaries.
- LA SOCIETE SCRIPTA LEGAL INC.:
- Will use or disclose personal information only for the purpose for which the said information was collected;
- Will not sell, rent, share, lend or exchange confidential and personal information or any other document from the website, including the downloaded ones, with anyone.
- During an online payment transaction, LA SOCIETE SCRIPTA LEGAL INC. does not store any credit card information.
- All administrators, employees and business partners of LA SOCIETE SCRIPTA LEGAL INC. as well as the persons responsible for the operations and functioning of the website have signed confidentiality agreements.
- In addition,LA SOCIETE SCRIPTA LEGAL INC. uses, as security measures, software or hardware-based network security systems (firewalls), mechanisms to automatically end sessions, and data encryption certificates (128 bit SSL encryption).
* These fees may be changed within a 60-day notice and in accordance with section 71 of the Code of ethics of notaries.
GST and QST not included.