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To: CITIC Securities International Company Limited and its affiliates 26/F, CITIC Tower, 1 Tim Mei Avenue, Central, H.K. Account number:CRS SelfCertification Form Entity Important Notes: Common Reporting
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How to fill out fatca-crs-self-certification-client-formpdf

01
Download the FATCA-CRS self-certification form from the official website or request it from your financial institution.
02
Fill in your personal information such as name, address, date of birth, and tax identification number.
03
Indicate your tax residency status by checking the appropriate boxes for FATCA or CRS.
04
Provide any additional information or documentation required by the form.
05
Sign and date the form to certify that the information provided is true and accurate.

Who needs fatca-crs-self-certification-client-formpdf?

01
Individuals who have financial accounts or investments outside of their home country may need to fill out the FATCA-CRS self-certification form to comply with international tax reporting requirements.
02
Financial institutions may also require their clients to complete this form in order to determine their FATCA or CRS status for reporting purposes.
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The FATCA-CRS Self-Certification Client Form is a document used to collect information from financial institution clients to ensure compliance with the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).
Individuals and entities that hold financial accounts with reporting institutions, such as banks or investment firms, are required to file the FATCA-CRS Self-Certification Client Form.
To fill out the form, clients must provide their identification details, tax residency information, and confirm their tax status. It's important to read the instructions carefully and provide accurate information.
The purpose of the form is to determine the tax residency of clients and facilitate the reporting of financial account information to tax authorities to combat tax evasion.
The form typically requires personal details, such as name, address, tax identification number, and information regarding the jurisdiction and tax status of the individual or entity.
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