As a foreign Qualified Intermediary (QI) to the IRS (Internal Revenue Service), we are obliged to collect W-8 forms (“Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting”) from all clients who can potentially receive US source income in the form of dividends, coupon payments or other fixed, determinable, annual or periodic (FDAP) income.

Failure to submit the form by the end of each year will result in withholding the maximum rate of 30% applied to foreign entities or individuals. Once you submit a valid document, you can benefit from the tax treaty applicable to your specific tax residence.

Although the IRS issues the W-8 forms, they should be submitted to EXANTE as a withholding agent and not to the IRS directly.

Please fill out the questionnaire in the Client’s Area under Terms > Legal. The system will automatically generate a relevant document for you to sign electronically. No paper forms are required.

All W-8 forms are valid for the year when they are signed and for three full calendar years afterwards.

If you have any questions on the W-8 forms, please visit an appropriate section of our Help Centre.

If you could not find an answer, please contact us at [email protected].