CRS Individual Self-Certification Form

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 have introduced an 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 you are 'tax resident' (this will usually be where you are liable to pay income taxes). We may 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 Individual Self-Certification Form?

Individual traders and joint account holders should complete this form. For joint account holders, each individual will need to complete a copy of the form.

Where to go for further information

If you have any questions about this form, please contact your sales representative directly at FXCM or call us. Click here for FAQs.

The 'Organisation for Economic Co-operation and Development' (OECD) has developed the rules to be used by all governments participating in the CRS and these can be found on the OECD's Automatic Exchange of Information (AEOI) website.

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.

FXCM 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.

Complete Parts 1 – 3 below

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