Equatex has updated the self-certification form process and has decided to merge the CRS (previously referred to as AEOI) and FATCA forms, to simplify the for participants. This new process is effective from 3rd of February onwards and applies for all new participants and certain existing plan participants.
Equatex will reach out to (new) participants effected by this change directly. Participants will need to fill out the updated combined form replacing the separate FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) form. This will allow Equatex to provide participants with services as normal, while at the same time remaining compliant with tax regulations.
Equatex will notify the participants directly by e-mail and provide them information about the mandatory steps to take and will inform them about the consequences of not completing the forms.
More information about the background of this process update and the implications for participants can be found on the FAQ page of Equatex.