How do I add/remove/change a joint shareholder on my Pax World account?
Adding, removing, or changing a joint shareholder on an account is, in effect, a change in ownership of the shares held in the account. In order to change the ownership of a Pax World account, we require a letter of instruction from the current owner(s) and a New Account Application to provide us with information about the new owner(s).
Adding, removing or changing a joint shareholder on an account is, in effect, a change in ownership of the shares held in the account. In order to change the ownership of a Pax World account, we require a letter of instruction from the current owner(s) and a New Account Application to provide us with information about the new owner(s).