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Who do I need to complete CDD on when listing a deceased owner's estate?
Who do I need to complete CDD on when listing a deceased owner's estate?
Jessica avatar
Written by Jessica
Updated over a year ago

For estates, the following guidelines apply:

  1. Complete CDD on the executor(s), beneficiaries receiving more than 25% of the estate assets and any individual(s) acting on behalf of the estate; and

  2. Obtain a copy of probate.

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