Gain timely investment insights on:
By subscribing, you agree to receive research insights and marketing communications from us. You may unsubscribe at any time. See our Privacy Policy for details.
For CRS:
CRS affects both individuals and entities. You are required to update us if there is any changes in your tax residency, or if you have not furnished us your CRS Self-Certification forms before.
For more information regarding the CRS, please visit the OECD website at www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/ or speak to a professional tax advisor.
For FATCA:
FATCA affects both individuals and entities if you fall into the below category, the term US person includes the following (but is not limited to):
• A citizen of the US, including an individual born in the US but resident in another country (who has not given up their US citizenship)
• A person residing in the US, including US green card holders
• US incorporated/ registered companies with US persons
For more information regarding the FATCA, please visit the IRS website: www.irs.gov