证监会推出小额遗产继承便民措施

Core Points - The China Securities Regulatory Commission (CSRC) has issued a notice to simplify the inheritance process for small estates of deceased investors, specifically for amounts under 50,000 yuan [1][2] - The new procedure eliminates the need for notarization, allowing first-order heirs or designated inheritors to directly process the inheritance with necessary documents [1][2] - The notice applies to both on-market securities and off-market asset management products, including public funds, thereby standardizing the inheritance process across the securities and fund industries [1][2] Summary by Sections - Eligibility for Inheritance: The notice specifies that the first-order heirs (spouse, children, parents) and those designated in a notarized will can apply for the inheritance of small estates [2] - Asset Limitations: The total net assets under a single securities account or public fund managed by the same fund manager must not exceed 50,000 yuan to qualify for the simplified process [2] - Required Documentation: Applicants need to provide the deceased's death certificate, proof of relationship, identification, and a commitment letter, without needing a notarized inheritance certificate [2] - Application Process: Applicants must visit the deceased's securities company for on-site processing or follow the relevant procedures at public fund management or sales institutions [2] - China Securities Settlement Corporation (CSSC) Updates: CSSC will revise and publish supporting business notifications and guidelines regarding the handling of inheritance cases, especially in situations where securities are suspended or financial products are not yet due [2]