You can request us to apply the lower tax treaty rate on dividend and interest income from the United States when there is a tax treaty in place between the United States and your tax residence country. You can do this by completing the form ‘W-8BEN/ W-8BENE’, which you can find in your account.
We offer this ‘Relief at Source’ service to clients whose country of residency, country of tax residency and bank account country match (should be the same country). Based on the information you provide, we will determine whether you are entitled to the lower tax treaty rate.
The lowered tax treaty rates on US income are applicable on a selected list of US products, the so called ‘green list’. This list covers almost all US products. There are only a few exceptions. On the product detail page of each specific US product on the platform it is stated if the product is on the green list.