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Tax transparency certificate

Tax transparency certificate 2026

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The document is a Tax Transparency Certificate from HSBC Bank Bermuda Limited, outlining the bank's commitment to financial crime control and tax compliance. It requires customers and beneficial owners to provide personal information for enhanced due diligence and anti-money laundering policies. The form includes sections for identifying account holders and ultimate beneficial owners, confirming tax obligations, and providing declarations. It emphasizes the importance of compliance with tax laws in all relevant jurisdictions.

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Click ‘Get Form’ to open the tax transparency certificate in the editor.
In Part 1, provide the identification details of the Account Holder. Fill in the Name of Account Holder, Account Number, and Country of Incorporation accurately.
Move to Part 2 to identify the Ultimate Beneficial Owner (UBO). Enter their Family Name, Title, First Name, Middle Name(s), Current Residence Address, and Date of Birth.
If applicable, complete the Current Mailing Address section with any different address details. Ensure all fields are filled correctly.
In Part 3, confirm your tax obligations by checking 'Yes' or 'No' regarding having a tax advisor. If 'Yes', provide their details including name and professional address.
Finally, in Part 4, read through the declarations carefully before signing. Print your name and date to complete the form.

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