I am the executor of an estate where the deceased held a CommSec options, CFD (contract for difference) or international trading account. How do I manage this?
Firstly, please notify us of the customer’s passing by phoning us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 7pm (Sydney time). This will mean that for CommSec options or CFD accounts, we will be able to reduce the potential for market risk by closing any open positions as quickly as possible.
We will then require certain formal documentation, but which will depend on multiple factors. We will advise on which formal documentation we require when we receive your notification.
We’re here to help
If you have any questions, please contact us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 7pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au
For more information on CommSec estate management, please click here.

