Holding Details & Management

Instructions for updating personal information and managing your shareholding records.

• How do I change the address on my holding?
• How do I change the name on my holding?
• How do I add an adult trustee for a shareholder who is a minor?
• How do I complete my CRS-FATCA Tax Residence Self Certification online?
• How do I note a Power of Attorney (POA) on my holding?
• What are the signing requirements for completing forms?
• How do I Appoint or Change my Financial Advisor?
• How do I update details for multiple holdings?
• How do I consolidate/merge my holdings?