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CANADIAN INSTITUTIONAL INVESTORS ONLY
THIS SITE IS INTENDED FOR CANADIAN INSTITUTIONAL INVESTORS ONLY. IT IS NOT INTENDED FOR THE GENERAL PUBLIC OR FOR INVESTORS THAT DO NOT RESIDE IN CANADA BY ACCEPTING THIS TERMS OF USE AGREEMENT, YOU CONFIRM THAT YOU ARE ENTITLED, UNDER THE SECURITIES LEGISLATION OF YOUR PROVINCE OF RESIDENCE, TO PURCHASE SECURITIES WITHOUT THE BENEFIT OF A PROSPECTUS BECAUSE YOU ARE (I) AN “ACCREDITED INVESTOR” WITHIN THE MEANING OF NATIONAL INSTRUMENT 45-106 PROSPECTUS AND REGISTRATION EXEMPTIONSAND/OR (II) A “PERMITTED CLIENT” WITHIN THE MEANING OF NATIONAL INSTRUMENT 31-103 REGISTRATION REQUIREMENTS, EXEMPTIONS AND ONGOING REGISTRANT OBLIGATIONS.
If you are a Canadian resident and seek information on products and services available to the general public, please visit the Franklin Templeton public website at franklintempleton.ca. If you do not reside in Canada, please visit our international websites link for assistance with products and services legally available in your place of residence.
Nothing on this Site shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such solicitation, offer, purchase or sale would be unlawful under the laws of that jurisdiction.
Please read the Terms of Use Agreement and indicate your acceptance.
Canada
Non-Resident Tax Forms
This page is designed to help you meet your obligations to FATCA and CRS—and to help you minimize withholding taxes for clients who reside outside of Canada.
Non-Resident Tax Forms (Optional)
Send us the applicable form to help your clients reduce withholding tax on withdrawals and distributions.
FATCA & CRS Self-Certification Form (Mandatory)
Every non-resident account must have a FATCA & CRS Self-Certification Form stating which country your clients reside in for tax purposes.
These forms allow you to meet your obligations to FATCA and CRS.
What is FATCA?
The Foreign Account Tax Compliance Act (FATCA) requires non-U.S. financial institutions to report accounts held by U.S. persons to the Internal Revenue Service (IRS).
What is CRS?
The Common Reporting Standard (CRS) requires financial institutions to report details of all non-registered, foreign-held accounts to the tax authorities in the investor’s country of residence. It was introduced to help governments around the world combat tax evasion and protect the integrity of tax systems.
