How do I nominate a beneficiary for my Sarwa Invest account?

If you have an eligible Sarwa Invest account, you can nominate wealth beneficiaries for it using your mobile Sarwa app. Please refer to the instructions below.

This feature is currently not available for Sarwa Trade accounts, Sarwa Classic accounts, or Joint Sarwa Invest accounts.

You can nominate up to 10 beneficiaries per Sarwa Invest account via the app through the following instructions:

  1. Download the app from Apple App Store or Google Play Store if you haven’t already done so, and log into your Sarwa account on the mobile app
  2. Click on“Account” in the bottom right corner
  3. Navigate to the “Wealth Beneficiaries” tab
  4. If you have multiple Sarwa Invest accounts, select Select one of your eligible Sarwa Invest accounts that you would like to nominate a wealth beneficiary for
  5. Input all the required information (name, date of birth, relationship, % of benefit, beneficiary email)
  6. Review the details and click on “Confirm details”
  7. If this is the first time you are nominating  a beneficiary, you will need to agree to a one time administrative fee of $49.99 by pressing ‘Pay & Agree’*

* The one off fee of 49.99 USD will be dedicated from your account at the start of the following month, it will show up as “Feature Fee” on your dashboard 

If you have any questions, feel free to reach out to our customer support team via Whatsapp at +971504151476  or email us at hello@sarwa.co

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