1. Executor Authorization
- Estate requirements will need to be met and estate will be sold down as per the letter of instruction received.
2. Placing the Sale Order
- Executor will be contacted via mobile phone provided by our order takers to initiate the sell down. If unreachable, call back request will be sent to the executors and they may contact Bell Direct during market hours to place the orders.
3. Funds Settlement
- Once the funds have settled into the account (T+2 days), the account will be closed and funds will be transferred into the estate's nominated bank account.