SWS Forum

Products => SPA3 Investor => Topic started by: Jennifer S on 05/02/2020, 11:51:23 AM

Title: w8ben forms
Post by: Jennifer S on 05/02/2020, 11:51:23 AM
good morning all
with reference to our entire SPA ETF selection of ETFs, as I understand it W-8BEN forms now ONLY required for VTS. Is that correct?
Thanks
Title: Re: w8ben forms
Post by: Gary Stone on 06/02/2020, 06:30:10 PM
Jennifer,

I haven't checked in detail but iShares ETFs have been structured to be 'local' (so now offer DRPs) so probably don't need a W8BEN form now.

That would make it just VTS which is a Vanguard ETF.

Reagrds
Gary
Title: Re: w8ben forms
Post by: Jennifer S on 06/02/2020, 06:37:36 PM
Thanks Gary