CHANGING YOUR ADDRESS
Important information for clients holding assets with U.S. source income.

It is important that you let us know as soon as you are planning to move.

If we hold any assets on your behalf with U.S. source income and you change your address, you will need to complete a new Form W8 (non U.S. resident) or Form W9 (U.S. resident) in order to maintain compliance with the current U.S. legislation. If this compliance is not maintained, your account will become 'undocumented' and you will be subject to maximum withholding tax on all income from U.S. source income assets. This may mean that more tax is deducted than is actually required.

Furthermore, if you are a U.S. national and you sell U.S. based assets whilst the account is "undocumented", our U.S. agent is required to deduct withholding tax from the sale proceeds as well.

We would like to avoid this happening, particularly when correspondence may not reach you for some considerable time.

Please let us know

• as soon as you are planning to move - particularly if you will be moving to another country, and
• your new address - as soon as you know it

Once you have informed us about your proposed change of address, we'll send the relevant new form to you. Alternatively, you can complete it yourself by downloading the relevant form from the links opposite. Please print out, complete and sign the form, and return it to your Client Relationship Manager.

Further details
For more information, you can phone us using the following contact information. Alternatively please e-mail your enquiry using our secure e-mail form.