Annual Tax Certification Requirement

Dear Client,

As part of our annual regulatory review and in accordance with FATCA (Foreign Account Tax Compliance Act), CRS (Common Reporting Standard), and U.S. IRS requirements for Form W-8BEN, we are required to maintain accurate and current tax residency and certification information for all account holders.

Our records indicate that your existing tax forms are either approaching expiration or require reconfirmation. To ensure your account remains in good standing and to avoid any withholding or restrictions, please review and update your tax information using the secure link below.

The process typically takes only a few minutes and must be completed to maintain compliance with global tax reporting regulations.

Review & Update Tax Information

What You May Need to Complete

• U.S. IRS Form W-8BEN (non-U.S. persons)
• FATCA self-certification
• CRS tax residency declaration

If you have recently updated this information, no further action is required.

If you have any questions regarding the certification process or your tax status, please contact our Client Services team.

Sincerely,
Compliance Department
Interactive Brokers