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List of documents

PRIVATE CLIENTS

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DE

Account Opening Docs:

       

1. Individuals 
(for residents in the EU)

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2. Individuals 
(for residents in Israel)

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3. Individuals 
(for residents in Russia)

Other countries: Andorra, Argentina, Brazil, Colombia, Liechtenstein, Mexico, New Zealand, Turkey

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4. Individuals 
(for residents in CH)

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5. Individuals 
(for Uk residents)

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1. Individuals & TradersCard 
(for residents in the EU)

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3. Individuals & TradersCard 
(for residents in Russia)

Other countries: Andorra, Argentina, Brazil, Colombia, Liechtenstein, Mexico, New Zealand, Turkey

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4. Individuals & TradersCard 
(for residents in CH)

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5. Individuals & TradersCard 
(for UK residents)

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Individuals Joint

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Forms:

       

Application for new account and custody account (7000)

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Application for new account and custody account (individuals joint 7000c)

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Declaration of Identity of the Beneficial Owner (157)

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U.S. Tax Status Declaration for Natural Persons (152a)

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General Terms & Conditions ‎(7001)

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Terms and Conditions for receipt of market data (7002)

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Risk disclosure statement for foreign exchange and CFD transactions (7003)

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Waiver (7004)

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Account Closure Instructions / Account Closure Request Form (7009)

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Securities Transfer form (7010)

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Securities Transfer IN Excel form

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Securities Transfer Information (7010i)

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Tax Compliance Statement - Individuals (831)

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TradersCard

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Confirmation of Residence for Tax Purposes (850a)

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Waiver for knowledgeable clients (1242CT)

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Self-Certification Declaration UK (1243)

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Information mailing on the International Automatic Exchange of Information in Tax Matters (850i)

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Swiss tax reporting request (451g)

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Declaration of Professional Client (803a)

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Ukrainian Tax Reporting Obligations and Tax Amnesty Law (1506)

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Power of Attorney for Cornèrtrader (126CT)

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Personal data declaration (1000)

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Information leaflet on remuneration from third parties (7001a)

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Notice on the European-Shareholders Rights Directive (7012)

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Notice concerning the disclosure of client data in transactions andor investment services in particular with a foreign connection (1201ct)

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Information leaflet on the Financial Services Act - FinSA (1507ct)

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Application for tax relief in accordance with a Double Tax Treaty (150p)

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CORPORATE AND INSTITUTIONAL CLIENTS

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FR

IT

DE

Account Opening Docs:

       

Corporate (CH)

Included: mandatory forms for all types of corporates based in CH

Not included: form A or form K, 850s and/or 850c

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Corporate (Outside CH)

Included: mandatory forms for all types of offshore

Not included: form A or form K, 850s and/or 850c

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Forms:

       

Resolution (7000R)

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Application for new account and custody account (Company) - 7000S

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Annex 1 - List of people authorized to access the account and type of access - 7005S

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Declaration of Identity of the Beneficial Owner (157)

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Form T - Declaration for Trusts (157C)

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Form I - Insurance Wrapper (157D)

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Form K - Establishing of the Controlling Person (157E)

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Form S - Declaration for Foundations (157F)

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U.S. Tax Status Declaration for Company and similar financial structures (152sp)

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Certification US tax status for Operating Companies with domicile in Switzerland (152s1)

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Tax Compliance Statement - Companies (831a)

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Standing Order (138)

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Confirmation of Residence for Tax Purposes and AEOI Status (Entity) - 850s

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Confirmation of Residence for Tax Purposes (Controlling person) - 850c

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AEOI Glossary 850cg

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AEOI Glossary (Entity) - 850sg

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Declaration of Professional Client (803d)

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Self-Certification Declaration UK (1243)

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Ukrainian Tax Reporting Obligations and Tax Amnesty Law (1506)

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Management Mandate (126a ct)

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Power of Attorney for Inspection (126vct)

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Information about economic beneficiaries (A.D.E) (119)

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Application to use the Cornèr Data Feed Service of CB (326ct)

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FIX API for Clients (7006)

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FIX API for Management Mandate (7007)

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FATCA Forms & Requirements

Table with direct links to forms. (Please note that some forms might be only available in EN)

 

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