Self Certification on Tax Residency Status
We are required by tax regulations under the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) to identify the tax residence of our customers. For customers who are US Persons or tax residents outside Singapore, we may also be required to provide their account information to relevant tax authorities. In order for us to hold accurate and up–to-date information about your tax residence, you may submit a scanned copy of the self-certification via your registered email with us to firstname.lastname@example.org. If there are changes to your circumstances, you may also update your tax residence information by completing this form.
Please submit a copy of your identification document / passport with your self-certification. If you need to update your residential or mailing address with us, please provide a copy of your recent bank/utility statement to support the change of address.
Alternatively, you can mail the physical documents to:
Attention: Account Opening Unit (FATCA/CRS)
Phillip Securities Pte Ltd
250 North Bridge Road #06-00
Raffles City Tower Singapore 179101