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Oceana Funds Wholesale Investor Certificate + FATCA/CRS Self-Certification Form |
Investor Details
Oceana Funds has appointed First AML as its agent to collect information about the investing vehicle's AML, FATCA (US Foreign Account Tax Compliance Act)/CRS (OECD Common Reporting Standard) information.
FATCA and CRS regulations oblige Oceana Funds to ask a few questions about the investing vehicle's tax residency. We've tried to keep this as straightforward as possible.
Please note this form must be completed in one attempt. It will not save incomplete responses.
If there's something additional we need, you'll hear from our partners at First AML. Please contact First AML at cdd@firstaml.com or phone +61 2 8310 4492 if you have any questions.
We'll start by collecting your contact details.
If there's something additional we need, you'll hear from our partners at First AML. Please contact First AML at cdd@firstaml.com or phone +61 2 8310 4492 if you have any questions.
We'll start by collecting your contact details.