In the back office, you can pass on your investment shares, funds and account management rights as an inheritance to anyone.

Attention! The inheritance procedure in the back office is subject to the rules and legislation applicable to your country of citizenship. If the inheritance procedure conflicts with the regulations of your country, the statutory regulations prevail over the inheritance mechanism.

Who can become your heir?

Anyone whose details you provide can become your heir. A minor child may be designated as an heir; when the child reaches the age of majority, he or she will be eligible for inheritance.

There can be one or more heirs. If there is more than one heir, the investment shares and funds will be divided among them proportionally; the rights to manage the account will go to one person.

What does the heir get?

The heir gets:

• your registered and unregistered investment shares,
• your funds in the main and partner accounts,
• your account in the back office, which will allow the heir to manage the account after taking over the inheritance (including repaying the remaining installments, managing the partner structure, transferring and withdrawing funds).

How do I make the inheritance arrangements?

You can add an heir at any time. All you need is to be registered in the SOLARGROUP back office.

• Go to your Profile in the back office.
• Provide the details of the person you would like to designate as your heir. You can always change the data, delete or add an heir. If there is only one heir, all your investment shares and funds in your accounts and account management rights will be transferred to him or her.
• When adding second and subsequent heirs, you can specify for each one the percentage of your shares and funds that will be transferred to them. You can also specify which of your heirs will be given access to your user account.

How are inheritance rights transferred?

After an event that entails the opportunity to inherit (death of the testator), each heir must submit an application and documents confirming his or her right to inherit to the SOLARGROUP technical support:

- an identity card corresponding to the one you have previously submitted (if the details on the card are changed, the matter of inheritance will be dealt with on a case-by-case basis)
- a document proving the right to inherit (death certificate).

The heir must register and get verified in the SOLARGROUP back office if he/she has not done so before.

After the documents are checked, the investment shares and funds are transferred to the heir, with the share certificates in your user account being revoked.

If not all heirs contact technical support, but, for example, one of the three heirs, and this heir has access to your user account, he or she will only get the money and shares that are due to him or her. The rest will be reserved in our system and passed on to other heirs when they claim it.

When an account is transferred to an heir, their account is linked to yours. After that, each time the heir is logging in to their back office account, they will be asked to choose which account to log in to. A user can introduce any updates to the inherited account, including verification on their own behalf.

All inheritance issues are handled on a case-by-case basis with the SOLARGROUP technical support.

DESIGNATE AN HEIR