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Reset data Automatic Exchange of Financial Account Information in Tax Matters (AEI) Recertification for Controlling Person(s) Client no. (CIF) or account/safekeeping account number(s) Name of Contracting

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How to fill out automatic exchange of financial

01

Gather all the required financial information.

02

Check with your financial institution if they support automatic exchange of financial information.

03

If they do, login to your account on their website or mobile app.

04

Locate the option for automatic exchange of financial information.

05

Follow the instructions provided to fill out the necessary details.

06

Verify and review the information you have entered.

07

Submit the request for automatic exchange of financial information.

08

Wait for confirmation from your financial institution.

Who needs automatic exchange of financial?

01

Individuals who have multiple financial accounts with different institutions.

02

Businesses that deal with international financial transactions.

03

Taxpayers who need to report their financial information to authorities.

04

Individuals or businesses involved in cross-border investments.

05

Financial institutions that are required to comply with regulations regarding automatic exchange of financial information.

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What is automatic exchange of financial?

Automatic exchange of financial information is a process in which countries exchange information on the financial accounts of non-residents automatically.

Who is required to file automatic exchange of financial?

Financial institutions and other entities are required to file automatic exchange of financial information.

How to fill out automatic exchange of financial?

To fill out automatic exchange of financial, entities must collect and report information on the financial accounts of non-residents.

What is the purpose of automatic exchange of financial?

The purpose of automatic exchange of financial is to prevent tax evasion by providing tax authorities with information on the financial accounts of non-residents.

What information must be reported on automatic exchange of financial?

Information such as account balance, interest income, and dividends must be reported on automatic exchange of financial.

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