Customer Tax Information

Confirm your non-personal tax details with us

Why are we requesting this information?

  • Under the terms of our regulatory obligations we must periodically review documentation held for our customers.
  • We need to obtain refreshed information from you.

Why tax information is important

We are obliged under international tax law to confirm and hold tax information including; where you are resident for tax purposes and your Tax Identification Number (TIN).

As a financial institution, we may be required to identify and report information regarding customers who are tax resident elsewhere to the relevant tax authorities due to obligations under the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS) regimes.

If we do not hold up to date tax information for you, this could lead to us reporting out of date information to tax authorities and inconvenience you.

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By telephone

Give us a call on (0) +44 1624 632417

Lines are open from Monday to Friday 9am - 5pm, except on bank holidays.

If outside these hours please leave a message and we'll contact you as soon as we can. Calls may be recorded.

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We will respond to you within two working days of the receipt of your email.


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