October 07, 2016
Investment Client Requirement Due November 11, 2016
To enable us to comply with our regulatory obligations, please download and complete the relevant Self-Certification form for your Investment account’s ownership structure.
Please be aware that if we do not receive the Self-Certification form in good order, we will use your primary residence address and other information currently in our records to determine tax residency for your Investment account. Note: If you are a Life Insurance Client, no action is required at this time.
- Individual Self-Certification Form: English | Spanish
- Entity Self-Certification Form: English | Spanish
Washington House 3rd Floor
16 Church Street
Hamilton HM11, Bermuda
Please consult your tax advisor or a legal professional if you have any questions regarding the completion of the form.
For other questions, please contact our Customer Service team:
International: (441) 269-3084
Toll-free Qatar: (800) 100 166
Toll-free Bahrain: (800) 04904
SLB 2601 1016 Exp 1018