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Compliance Advisory — Expired W-8BEN Certification Renewal Requirement

Compliance Advisory — Expired W-8BEN Certification Renewal Requirement   Dear Valued Client, As part of our regulatory responsibilities under the U.S. Internal Revenue Service (IRS) framework, we are required to ensure that all non-U.S. clients maintain valid and up-to-date Form W-8BEN documentation. This form certifies your non-U.S. tax residency and allows our institution to apply the correct withholding rates under existing tax treaties. Our records show that your current certification has expired. Renewal is mandatory to prevent withholding at the statutory 30% rate on income paid from U.S. sources, such as dividends, interest, or other distributions. To complete the renewal, please use our secure online submission platform: Update W-8BEN Documentation The renewal process takes only a few minutes and ensures full compliance with federal requirements. Completing it promptly will prevent any service delays and preserve your eligibility for treaty-based withholding benefits. Should you have any questions or require guidance, our Compliance Department is available to assist you. We appreciate your cooperation in maintaining accurate and compliant tax records. Interactive Brokers This communication is for information purposes only and not a solicitation to buy, sell or hold any investment product. Customers are solely responsible for their own decisions. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe