Investments in the US market
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New documentation requirement for investments in the US market
With regard to investments in the US market, the industry standards have changed in that the official IRS form W-8BEN is now required for private individuals to confirm that they do not have US status. This ensures that investments can continue to be made in the American market and that any tax treaty advantages can be claimed.
IRS forms
If you do not have US status (residency, nationality or other criteria that establishes this status), we require the W-8BEN.
If you have US status, we require the W-9.
To make it easier for you to fill out the W-8BEN form, a sample copy is available below, where all mandatory fields are explained.