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Forms & Downloads

We have provided a series of downloadable forms (in PDF format) to help you apply for our share dealing and investment products and services, or modify your account.


Adobe PDF - Download

Canadian Tax Form NR301 | (0.09 MB)

Declaration of eligibility for benefits under a tax treaty for a non-resident tax payer.

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W-8BEN | (0.07 MB)

W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Adobe PDF - Download

W-8BEN-E | (0.31 MB)

Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)

Adobe PDF - Download

W-8BEN-E Instructions | (0.23 MB)

Instructions for W-8BEN-E form

Adobe PDF - Download

W-8IMY | (0.29 MB)

W-8IMY Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding form required Intermediaries e.g. accountants, solicitors, IFAs when buying any US stock

Adobe PDF - Download

W-8IMY Instructions | (0.24 MB)

Instructions for W8-IMY form

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