Trust

Who is this required for?

Fully Disclosed Client (Trust)
Advisor Client ( Trust)
Non-Disclosed- NonQI Client (Trust)
Non-Disclosed- QI Client with Trading (Trust)
Non-Disclosed- QI Client with No Trading (Trust)

Requirements based on Account Type

Trust: Trust

Attributes

XSD

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<xsd:Element name="Trust" use="Required" minOccurs="1" maxOccurs="1" />
<xsd:Attribute name="trust_type" use="Required" minOccurs="1" maxOccurs="1" />

Name	Type	Description
trust_type	COMPLEX_TRUST SINGLE_TRUST GRANTOR_TRUST	IRS requires that we obtain certain certifications for US Income Tax Purposes. This may affect tax withholding rate on US income and help identify all persons from who we receive certifications. Identify manner in which account is treated for US Tax Purposes.

Name

Type

Description

trust_type

COMPLEX_TRUST

SINGLE_TRUST

GRANTOR_TRUST

IRS requires that we obtain certain certifications for US Income Tax Purposes. This may affect tax withholding rate on US income and help identify all persons from who we receive certifications. Identify manner in which account is treated for US Tax Purposes.

Sample

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<Trust trust_type="COMPLEX_TRUST">

Elements