AEI-FATCA Self-Certification

For more information on AEI-FATCA, visit the information page here.

Entity clients

Self-certification forms

Entity Self-Certification Form
Entity Self-Certification Form - Supporting Notes

Sample forms
Sample 1 - Australian trust with individual trustee
Sample 2 - Australian trust with corporate trustee
Sample 3 - Australian passive company
Sample 4 - Australian active company
Sample 5 - Australian superannuation fund

Individual clients

Self-certification forms

Individual Self-Certification Form
Individual Self-Certification Form - Supporting Notes

Sample forms
Sample 6 - Individual Self-Certification Form

The information contained herein (including the general advice, if any) has been prepared without taking account of your objectives, financial situation or needs and because of that, you should, before acting on the information, consider the appropriateness of the information, having regard to your objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product referred to herein and consider the Statement before making any decision about whether to acquire such product