Trading U.S. shares

Bank of Scotland Share Dealing Limited has obligations to the Internal Revenue Service (IRS) with respect to customers that hold U.S. shares and receive U.S. source income. We are required to obtain documentation from these customers that allow us to comply with these obligations and, where the customer is eligible, we can provide a reduced rate of withholding tax to their U.S. income.  Therefore, customers who intend to trade in U.S. shares or who are currently holding U.S. shares must provide a valid Form W-8 or Form W-9. 

Please note that we do not provide tax advice and if you have any questions you should consult a professional tax advisor.

Please send your completed form to:

Corporate Actions Department
Bank of Scotland Share Dealing
Lovell Park Road

Risk Warning

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested.

We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

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