How to Manage Mutual Fund Investment Inheritance

Inheritance of a mutual fund investment means that the ownership can be transferred to another person who becomes the investor's heir

 

Did you know that investing in mutual funds can be inherited? This is because investing, including in mutual funds, is for a better financial condition in the future. Better financial conditions in the future, of course, is also the hope of investors for the future of their families and children.

But what if an undesirable event occurs where the risk of death comes? Bareksa Smart Investor, you don't have to worry about losing your investment in mutual funds when you die. This is because your investment in mutual funds can be inherited.

Inheritance of mutual fund assets means that the ownership can be transferred to another person who becomes the investor's heir.

 

How to Manage Mutual Fund Investment in Bareksa to be Inherited

Basically, inheriting mutual funds is possible as long as it is in accordance with applicable regulations. For requests for the transfer of inheritance of mutual fund investment owners at Bareksa, heirs can contact Bareksa to arrange the required administrative documents.

 

Documents that must be met to obtain mutual fund inheritance rights at Bareksa:

First, customer and heir data such as ID cards, customer family cards, and birth certificates

Second, the customer's death certificate, namely the death statement from the hospital/puskesmas and the customer's death certificate from Dukcapil

Third, a certificate of appointment of heirs legalized by a notary/village or sub-district head

Fourth, a marriage certificate if the customer dies if he is married

Fifth, the divorce certificate/decision of the customer dies if the status is divorced

Sixth, the determination of the religious/state court regarding the guardianship of minors if there are heirs who are minors

In addition, the heirs can also include other supporting documents to explain the legal heir concerned. Then after all the required documents are fulfilled and complied with, all the rights of the deceased investor can be transferred to his heirs.

For details on the mechanism for transferring mutual fund investments to the heirs of Bareksa customers, you can contact the Bareksa CS team via cs@bareksa.com or through other communication features on Bareksa's official social media.

 

mutual funds

Mutual funds are managed by experienced investment managers/MI and manage their funds professionally. There are more than 300 mutual fund products available at Bareksa, with various types of mutual funds including money market mutual funds, fixed income mutual funds, equity mutual funds, mixed mutual funds, and index mutual funds.

Mutual fund investment is also flexible because investors can withdraw their funds at any time. You don't have to wait until a certain period of time to be able to withdraw the funds. Online mutual funds are practical because everything is done online, anytime and anywhere.

Another advantage is that the minimum investment value in mutual funds is very affordable, starting from IDR 10,000. Mutual funds are supervised by the Financial Services Authority (OJK), a state independent institution that oversees all activities in the financial sector.