Hargreaves lansdown expression of wish form 2025

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Client investments are held separately from HLs assets, and reconciliations are carried out on a regular basis. Your investments have trust status which means that in the unlikely event that HL becomes insolvent, the investments are protected from HLs creditors.
Hargreaves Lansdown (HL) has been acquired by Harp Bidco Limited, a newly formed company indirectly owned by CVC Private Equity Funds, Nordic Capital XI Delta, SCSp and Platinum Ivy B 2018 RSC Limited.
As a private company under new ownership, HL will no longer have publicly listed shares. The way that a company moves from public to private ownership is that its shares are delisted, and the Financial Conduct Authority (FCA) is the regulatory body which suspends those shares.
CVC, Nordic Capital and ADIA complete acquisition of Hargreaves Lansdown to accelerate and enhance its transformation plan and deliver on its growth potential.
Use this form to let the Trustee know who you would like to receive the lump sum benefit payable on your death in service. This form is not binding on the Trustee, but your wishes can be taken into consideration when making the decision.
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Heres how it works. Investing platform giant Hargreaves Lansdown is set to exit the stock market next week as the 5.4 billion takeover of the brand by a group of private equity investors nears completion.
What to do if an HL client has died - step by step. To let us know that someone has died either call our Bereavement Team on 0117 906 7806 or send us the death certificate.
You can update your expression of wish any time by contacting your pension provider. If you have an online account, many providers will also have the form online. Any new form you complete will take priority over older ones.

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