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Breakfast Seminar: To W-8BEN-E or not to W-8BEN-E

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Understanding US certificates of foreign status in a FATCA world.

You are invited to join this session, covering the numerous W8 series of forms and what should be provided for different types of entities, including trusts, corporates, funds and partnerships. With the significant changes FATCA has introduced, we will also discuss the FATCA status of those entities and how this should be disclosed.

08:00 – Thursday 24 September 2015

Presenters: John Bull and Stephanie Oliver
RSVP by 18 September here.

This article has been written for the general interest of our clients and to stimulate further thought and enquiry.  It does not contain answers to specific situations and it is therefore essential to treat it as a prompt to take specific advice on any real and particular issues. We believe that the facts as summarised in this article are correct as at the time of going to press.  If we discover that the article might be read in a way that conveys a misleading impression (whether by tone, content, error or omission) we will make the necessary changes and draw attention to  what has been changed  once we become aware of the need to do so.  We will not be responsible for any action taken by a reader who relies on the article but does not seek further advice to answer any specific query.

 


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