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Frequently Asked Questions

What is a W-8BEN form?

The W-8BEN form is provided by the Internal Revenue Service (IRS) and its purpose is to allow non-US persons to receive a reduced rate of taxation on any US-sourced income. For the purposes of share-dealing US-sourced income refers to income (dividends interest etc) received from businesses registered or incorporated within the US.

If you require a W-8BEN form or a replacement W-8BEN form please call or email us and we will issue you with the correct form. Alternatively you can download the form here.

Completed Forms should be returned to:

Direct Trader
Customer Account Team
Exchange Court
Duncombe Street
Leeds
LS1 4AX

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