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Quilter International’s Tax Declaration and Self-Certification forms cover both FATCA and CRS regulations, and all our customers are required to complete it regardless of their residency and tax status.

The information requested on the form helps us obtain all the information needed to confirm if an individual or entity has any connection to the US and, therefore, determine if they are reportable under FATCA.

There is no regulatory requirement for us to only accept tax information provided on a self-certification form. Therefore, we can accept information by a recorded line, after you have gone through security.

However, our forms have been designed to cover all the requirements under FATCA and CRS regulations and, therefore, their completion ensures that no important information is missed to ensure a correct submission.