Automatic Exchange of Information (AEOI)

To help protect the integrity of tax systems, governments around the world are introducing new information gathering and reporting requirements for financial institutions. This is known as the Automatic Exchange of information (AEOI) for international tax compliance.

Entity self-certification form

If you are an entity (which includes businesses, charities, churches, associations, clubs, trusts and partnerships) please download and complete this form:

AEOI entity self-certification form

Controlling person self-certification form

If you are a controlling person for an entity please download and complete this form:

AEOI controlling person self-certification form

Individual self-certification form

If you are a personal banking customer please download and complete this form:

AEOI individual self-certification form
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