Account Inheritance / Legacy Transfer

Overview:
Yes Global allows account inheritance or legacy transfer to ensure that an account can be passed on to a family member or authorized individual in case of unforeseen circumstances. This ensures continuity of business operations and proper management of commissions and orders.

Eligibility for Account Transfer

• The account holder must provide proof of authorization or legal documentation.

• Transfers are typically allowed to immediate family members or designated successors approved by Yes Global.

• The account must be in good standing (no unresolved compliance issues).

Steps for Account Inheritance / Legacy Transfer

1. Notify Yes Global Support of the intended account transfer.

2. Prepare required documents, such as:

   • Death certificate (if applicable)

   • Legal authorization or power of attorney

   • KYC documents of the new account holder

3. Submit the documents to Yes Global Support for verification.

4. Once verified, Yes Global will update the account ownership to the new individual.

5. The new account holder will receive login credentials and instructions to access the account.

Tips:

• Ensure all documents are accurate and complete to avoid delays.

• Only authorized individuals can inherit or take over an account.

• Contact Yes Global Support if you have questions about eligibility or the process.

• Keep a copy of all submitted documents for your records.