The contract owner is entitled to transfer, in specific cases, the ownership of a contract to another person or company. The transfer of ownership must always be reported to Mandatum in writing.
The transfer of ownership is possible in the following cases, for example:
Transfers of ownership of pension insurance and investment insurance can only be carried out in exceptional cases. For more information on these, please contact our customer service.
Ownership can be transferred by reporting it to Mandatum through a message in the Web Service. The current owner of the insurance and the new owner must log in to the Web Service using their personal banking codes, and each must send messages through the Web Service’s Messages section while logged in. The current owner must indicate in the message that he or she wishes to transfer the insurance to the new owner. The new owner must indicate that he or she is willing to take on ownership of the insurance.
If it is not possible to use the Web Service, please contact our customer service.
A capital redemption contract owned by a private person will automatically transfer to the ownership of the estate when Mandatum has been notified of the death of the insured. If the contract has been consigned to a person named in the will, the will must be supplied to Mandatum so that the contract can be transferred to the new owner.
Send the will to Mandatum, either in Mandatum’s Web Service as an attachment to a message or by post to Mandatum / Kaleva, Asiakasposti, PL 788, 00101 Helsinki.
If the ownership of a contract held by the company needs to be transferred to the insured or another company, please contact our customer service for detailed instructions on how to proceed with the transfer.
