As of the moment, Versa does not offer the option to add a beneficiary. However, in the event of any mishap, AHAM Asset Management provides these two options:
Option 1: Transfer Units with Redemption Payment
Executor/Beneficiary may opt to keep the units in Affin Hwang Asset Management by requesting the Transfer of Units in the Estate Account to the Executor/Beneficiary's new account or existing account with AHAM Asset Management.
Option 2: Redeem Units with Redemption Payment
Executor/Beneficiary may opt to redeem the units in the Estate Account and proceed with payment as per instructions.
For both options, the Executor/Beneficiary needs to prepare documents such as Death Certificate, Letter of Administration, Grant of Probate and other necessary documents required by AHAM Asset Management.
Kindly reach out to our Customer Support Team for assistance at support@versa.com.my or 03-78903500.