Probate Valuation - Interactive Data

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eProbate

1. Probate Details
Enter the name of shareholder and the date of valuation (normally the date of death) in the boxes below, then click Next Page to continue. You will be asked to enter the security details on the next page.

Name of Shareholder *

Date of Death *

(dd-mm-yyyy)

(* mandatory field)

eProbate

2. Security Information
For each security enter the full security description, currency and SEDOL code if known (for example, BT Group PLC Ord 5p 3091357) in the Security Name box, then enter the number of shares/units held or nominal amount in the Holding Quantity box.

Enter each security held within an ISA or PEP separately with the word "ISA" or "PEP" after the security description.

Enter cash holdings with the word "Cash" followed by the currency in the Security Name box, with the amount in the Holding Quantity box.

Click Next Page to continue. The price will be confirmed on the following page.

	Security Name *	Holding Quantity *
		(e.g. 100000 or 2000.125)

(* mandatory field)

Number of lines:

Additional lines (3 each):

Valuation of up to 0 lines:

Total (excluding VAT):

eProbate

3. Order Summary
Please check the price and confirm your preferred delivery method below. Click Submit to continue. We will confirm your details and request your payment on the following pages.

Select a delivery method:

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