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Page 1Investec Private Client Securities Option Addendum Managed by 3rd Party Manager (NonDiscretionary Portfolio) Investment Plan (Voluntary Savings)Important information This addendum should be
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The glacier - share portfolio is a system for reporting and managing financial information related to capital gains, investments, and taxable assets held by foreign individuals in the United States.
Foreign individuals or non-resident aliens who have specific types of incomes from U.S. sources and certain investment activities must file the glacier - share portfolio.
To fill out the glacier - share portfolio, one must provide detailed information regarding their investments, capital gains, and other relevant financial details, typically following a prescribed format provided by the IRS.
The purpose of the glacier - share portfolio is to ensure compliance with U.S. tax laws by allowing the IRS to track and assess taxes on investments and income earned by foreign nationals.
The glacier - share portfolio requires reporting of information such as investment types, income generated, capital gains, and details about the individuals holding the investments.
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