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CHANGE IN SPONSORING BROKER

CHANGE IN SPONSORING BROKER 2026

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The document outlines PhillipCapital's obligations under the Foreign Account Tax Compliance Act (FATCA), detailing the requirements for individuals, trusts, and companies to declare their tax residency status. It emphasizes the need for clients to provide accurate information regarding their USA tax status and includes sections for different types of investors to complete necessary declarations. The document also clarifies that PhillipCapital cannot provide tax advice and encourages clients to seek professional guidance.

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Click ‘Get Form’ to open the CHANGE IN SPONSORING BROKER document in the editor.
Begin by selecting your account type from the options provided: Individual, Unlisted Company or Entity, or Unregulated Trust.
Complete Section 1 by entering your full name, ABN or registration number, and applicant address. Ensure all fields are filled accurately.
Proceed to the relevant section based on your investor type. If you are an individual, complete Section 2 for Individuals; if a company, move to Section 2 for Companies.
In each section, provide necessary details such as USA taxpayer identification numbers (TIN) if applicable and any beneficial owners' information.
Once all sections are completed, review your entries for accuracy before proceeding to the Acknowledgment and Declaration in Section 5.
Sign and date the form where indicated. Attach any required identification documentation as specified.

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Versions	Form popularity	Fillable & printable
2022	4.1 Satisfied (31 Votes)
2022	4.8 Satisfied (116 Votes)
2022	4.1 Satisfied (60 Votes)
2022	4.8 Satisfied (112 Votes)
2022	4.5 Satisfied (52 Votes)
2021	4.5 Satisfied (41 Votes)
2021	4.9 Satisfied (26 Votes)
2021	4.8 Satisfied (66 Votes)
2021	4.9 Satisfied (40 Votes)
2021	4.8 Satisfied (179 Votes)
2020	4.4 Satisfied (24 Votes)
2020	4.7 Satisfied (56 Votes)
2020	4.8 Satisfied (127 Votes)
2020	4.7 Satisfied (43 Votes)
2020	4.2 Satisfied (44 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you change sponsors at eXp?

The sponsoring broker is responsible for providing guidance, support, and training to agents, ensuring that they adhere to legal and ethical standards while conducting real estate transactions. One of the primary responsibilities of a sponsoring broker is to oversee the activities of their affiliated agents.

What does a sponsoring broker do?

Sponsoring brokers are expected to provide a wide array of benefits to junior agents and brokers, including support for marketing, mentorship, legal, and job security. This means that a sponsoring broker provides the tools, experience, knowledge, and clientele to ensure success for their agents.

Do you have to be sponsored by a broker to get your real estate license?

As a new real estate licensee, the first step youll need to do is choose a real estate broker (sometimes called a broker-in-charge or managing broker). The process of picking a broker can start early, as some states require that you be sponsored by a broker when you take your real estate exam.

How much does it cost to get a sponsoring broker?

Real estate broker sponsorship costs can vary depending on your broker. In most cases, you are expected to split your sales commission. Sponsors usually ask for a 60-40 or 70-30 split (30 for your broker), but there might be additional costs.

What does it mean to have a sponsoring broker?

Announce Your Move! Update your social profiles and accounts on your website and lead-generation platforms. Email your CRM with a short and impactful announcement. Switching brokerages is an exciting step in your real estate career.

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How do I announce a brokerage change?

You sell your securities and then move the cash to the new brokerage. You may not even need help, since you can withdraw the cash. Then you can invest the money how you choose at your new broker.

CHANGE IN SPONSORING BROKER 2026

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