How do I complete my CRS-FATCA Tax Residence Self Certification online?

To complete your declaration, simply log in or register for the Automic Online Investor Portal, then click on “Declarations” on the left-hand side of the screen and follow the prompts and read the helpful explanatory text to assist you in completing your declaration. 

If while completing your declaration you are unsure on how to complete it accurately for your entity type, please contact your financial advisor or tax advisor for further assistance.