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Global Investment Services
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The Broker Confirmation Letter serves several purposes. It allows the personal representative to verify the existence of investment accounts held by an investment firm. It also helps determine the exact ownership of the investments. If the investments are held jointly with another individual, or if the investments are held by a trust, the investments may or may not be subject to probate. Therefore, it is important for the personal representative to be able to identify the types of investments owned by the decedent and in whose name the investments are held.
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The acquisition marks a new step in the rapid global expansion of Saxo Bank, the Danish online investment bank, a pioneer and global leader in the online investment market. Saxo Bank has more than ...




