Read these instructions before completing the form
Why are we asking you to complete this form?
To help protect the integrity of tax systems, governments around the world are introducing a new information gathering and reporting requirement for financial institutions. This is known as the Common Reporting Standard (the CRS).
Under the CRS, we are required to determine where an entity is 'tax resident' (this will usually be where you are liable to pay corporate income taxes). If you are tax resident outside the country where your account is held, we may need to give the national tax authority this information, along with information relating to your accounts. That may then be shared between different countries' tax authorities.
Completing this form will ensure that we hold accurate and up to date information about your tax residency.
If your circumstances change and any of the information provided in this form becomes incorrect, please let us know immediately and provide an updated Self-Certification.
Who should complete the CRS Entity Self-Certification Form?
Corporate customers (which includes all businesses, trusts and partnerships except sole traders) should complete this form.
Where to go for further information
If you have any questions about this form, please contact your sales representative directly at Friedberg Direct or call us. Click here for FAQs.
If you have any questions on how to define your tax residency status, please visit the OECD website or speak to a professional tax adviser as we are not allowed to give tax advice.
You can find a list of definitions in the Appendix.
Complete Parts 1 – 3 below
Friedberg Direct cannot guarantee exchange rates for deposits not made in the currency denomination of the account. If you do not plan to wire funds in the denomination of your desired trading account, please review our Rate Card for our currency conversion fees.
The relationship between Friedberg Direct and FXCM was formed with the purpose to allow Canadian residents access to FXCM's suite of products, while maintaining their accounts with a regulated Canadian firm. All accounts are opened by and held with Friedberg Direct, a division of Friedberg Mercantile Group Ltd., a member of the Investment Industry Regulatory Organization of Canada (IIROC). Friedberg customer accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.
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Friedberg Mercantile Group Ltd. ("Friedberg Direct") is an independent legal entity and does not own, control or operate this third-party website. Therefore, Friedberg Direct does NOT endorse or make any warranties regarding any product or service offered on the website of the third-party, nor has reviewed or verified any information that might be presented and/or described on it. The link is provided for your convenience only.