Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Company application

When completing an Application Form for a Company, we require the
appropriate FATCA Addendum completed and submitted

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Company addendums

The two classifications are as follows and have a specific Addendum for each. Click on each link to download the addendum and then scroll down to select your product-specific application form.

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Company application forms

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

The UK has in place rules to apply automatic exchange of financial account information under four different regimes:

  • The United States Foreign Account Tax Compliance Act (FATCA)
  • Agreements with the Crown Dependencies and Overseas Territories
  • The OECD Common Reporting Standard
  • The EU Directive for Administrative Cooperation

Financial Institutions need to collect information from Individuals (natural persons) and Entities (legal persons) for whom they maintain financial accounts. This allows them to determine whether they need to report on the person and the person’s accounts to the local tax authority. As part of this process Walker Crips Investment Management is required to classify certain types of client. If you have any questions relating to overseas tax liabilities or entity classifications we would strongly recommend you to seek independent tax advice.

For more information, click here for the HMRC 'Quick Guide' or refer to the HMRC website.

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