The W-8BEN form refers to the Certificate of Foreign Status of Beneficial Owner, and is required for non-US citizens and residents.
Existing clients should complete (including the W-8BEN portion) and mail the Online Trading Account Application form to:
UOB Kay Hian Private Limited
Client Accounts Department
8 Anthony Road
New clients are required to visit our office to open a trading account.
As these forms expire at the end of the third succeeding calendar year, we will inform clients to resubmit these forms every three years.
1. US citizens and residents are restricted from trading in the US market through UOB Kay Hian, due to NASD regulatory policy. Should your citizenship/residency change from non-US to US, you are required to notify us immediately and close your account.
3. Submission of the W-8BEN form does not exempt clients from the withholding tax imposed on dividends/interest.
2. Likewise, should your citizenship/residency change from one non-US country to another non-US country, you are required to resubmit the W-8BEN form.