{"id":61598,"date":"2022-06-14T05:46:00","date_gmt":"2022-06-14T05:46:00","guid":{"rendered":"https:\/\/groupe-excel.fr\/les-infos-du-jour\/succession-et-cloture-du-pea-une-procedure-acceleree-2\/"},"modified":"2022-06-14T05:46:00","modified_gmt":"2022-06-14T05:46:00","slug":"succession-et-cloture-du-pea-une-procedure-acceleree-2","status":"publish","type":"weblex-importer-post","link":"https:\/\/groupe-excel.fr\/les-infos-du-jour\/succession-et-cloture-du-pea-une-procedure-acceleree-2\/","title":{"rendered":"Succession et cl\u00f4ture du PEA : une proc\u00e9dure acc\u00e9l\u00e9r\u00e9e ?"},"content":{"rendered":"<div>\n<h2> Succession et cl\u00f4ture d\u2019un PEA : faire appel au m\u00e9diateur de l\u2019AMF<\/h2>\n<p>Pour rappel, lorsque le titulaire d\u2019un plan \u00e9pargne en actions (PEA) d\u00e9c\u00e8de, la banque doit imm\u00e9diatement cl\u00f4turer le plan et transf\u00e9rer les titres aff\u00e9rents \u00e0 celui-ci sur un compte-titres succession, dans l\u2019attente des instructions des h\u00e9ritiers.<\/p>\n<p>Ces derniers peuvent alors choisir de conserver les titres transmis ou de les vendre.<\/p>\n<p>Toutefois, il arrive souvent que les d\u00e9lais de traitement des instructions des h\u00e9ritiers soient particuli\u00e8rement longs. Or, ce retard peut \u00eatre \u00e0 l\u2019origine d\u2019un pr\u00e9judice pour les h\u00e9ritiers, par exemple :<\/p>\n<ul>\n<li>une d\u00e9valorisation des titres du PEA, entre la date de demande de traitement de la situation des h\u00e9ritiers et la date de vente effective des titres ;<\/li>\n<li>une perte de chance de disposer du produit de la vente des titres dans un d\u00e9lai raisonnable.<\/li>\n<\/ul>\n<p>Pour parvenir \u00e0 un r\u00e8glement rapide de la situation, les h\u00e9ritiers qui prouvent l\u2019existence d\u2019un pr\u00e9judice li\u00e9 \u00e0 la longueur de traitement de leurs instructions peuvent, gratuitement, faire appel au <a href=\"https:\/\/www.amf-france.org\/fr\/le-mediateur-de-lamf\/votre-dossier-de-mediation\/vous-voulez-deposer-une-demande-de-mediation\" target=\"_blank\" rel=\"noopener\">m\u00e9diateur de l\u2019AMF<\/a> (autorit\u00e9 des march\u00e9s financiers).<\/p>\n<p>Source : Actualit\u00e9 de l\u2019AMF du 1er juin 2022<\/p>\n<p><a href=\"https:\/\/www.weblex.fr\/weblex-actualite\/succession-et-cloture-du-pea-une-procedure-acceleree\" rel=\"nofollow noopener\" target=\"_blank\">Succession et cl\u00f4ture du PEA : que faire si la proc\u00e9dure tra\u00eene en longueur ?<\/a> \u00a9 Copyright WebLex &#8211; 2022<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Lors d\u2019une succession, le plan d\u2019\u00e9pargne en actions (PEA) \u00e9ventuellement d\u00e9tenu par le d\u00e9funt doit \u00eatre cl\u00f4tur\u00e9 et les titres du plan transmis aux h\u00e9ritiers. La proc\u00e9dure de traitement de cette transmission de titres peut toutefois prendre du retard et \u00eatre source d\u2019un pr\u00e9judice pour les h\u00e9ritiers. Comment contourner cet \u00e9cueil ?<\/p>\n","protected":false},"featured_media":61599,"template":"","weblex-importer-activity":[],"weblex-importer-category":[548,552],"weblex-importer-tag":[547],"weblex-importer-keyword":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Succession et cl\u00f4ture du PEA : une proc\u00e9dure acc\u00e9l\u00e9r\u00e9e ? | Groupe Excel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/groupe-excel.fr\/les-infos-du-jour\/succession-et-cloture-du-pea-une-procedure-acceleree-2\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Succession et cl\u00f4ture du PEA : une proc\u00e9dure acc\u00e9l\u00e9r\u00e9e ? | Groupe Excel\" \/>\n<meta property=\"og:description\" content=\"Lors d\u2019une succession, le plan d\u2019\u00e9pargne en actions (PEA) \u00e9ventuellement d\u00e9tenu par le d\u00e9funt doit \u00eatre cl\u00f4tur\u00e9 et les titres du plan transmis aux h\u00e9ritiers. 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