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 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 you are 'tax resident' (this will usually be where you are liable to pay 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 Individual Self-Certification Form?
Indidividual traders and joint account holders should complete this form. For joint account holders, each individual will need to complete a copy of the form.
If you are completing this form on behalf of someone else, please ensure that you let them know that you have done so and tell us in what capacity you are signing in Part 3. For example, you might be completing this form as a custodian or nominee of an account, under a Power of Attorney or as a legal guardian on behalf of an account holder who is a minor.
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.