税务声明书（个人投资者）.PDFVIP

稅務聲明書（個人投資者） Tax Certification (Individual Investor) 姓名 Name: 綜合理財賬戶號碼* MasterAccount No.*: 居住地址 Residence Address: (城市 City) (國家** Country**) 出生日期（日╱月╱年）Date of Birth (dd/mm/yyyy): 出生地點 Place of Birth: (城市 City) (國家** Country**) 稅務身份 TAX STATUS 請注意，a)至d)項必須全部回答。如屬聯名賬戶，各聯名賬戶持有人應各自填寫一份稅務聲明書。 Please note a) to d) must ALL be answered. For joint accounts, each joint account holder should complete a separate Tax Certification. a) 本人聲明本人為美國公民。 I certify that I am a citizen of the United States of America. 是 Yes 否 No b) 本人聲明本人為美國稅法定義下的美國居民。 I certify that I am a resident of the United States of America for US federal income tax purposes. 美國居民包括(i)美國永久居民卡（「綠卡」）持有者；或(ii)通過美國聯邦所得稅所規定「實質居留」測試的人士。*** Resident of the United States of America includes any individual who (i) holds a US Permanent Resident Card (a green card) or (ii) meets a US “substantial presence” test as prescribed under the US federal income tax law.*** 是 Yes 否 No c) 本人聲明本人於美國出生。 I certify that I was born in the United States of America. 如此選項之答案為「是」，而a)與b)選項之答案為「否」，請提供證明或書面解釋為何沒有美國公民身份。 If “yes” and the answer to a) and b) above is “no”, please provide proof or written explanation for not having US citizenship. 是 Yes 否 No d) 本人為下列司法管轄地之稅務居民。 I am a tax resident in the following jurisdiction(s). 請填寫您為稅務居民所屬的所有司法管轄地（包括香港，如適用）及相關的納稅人識別號碼（「稅籍編號」）。如果您對您的稅務居民司法管轄地有任何疑問，請聯絡您的稅務 顧問。 Fill in ALL jurisdict