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INSTRUCTIONS

Individual Self-Certification Form

Please read these instructions before completing the form

Why are we asking you to complete this form?

To help protect the integrity of tax systems, governments around the world are introducing a new information gathering and reporting requirement for financial institutions. This is known as the Common Reporting Standard (the “CRS”).

Under the CRS, Boslil Bank Limited (Boslil or we) is required to determine where you are ‘tax resident’ (this will usually be where you are liable to pay income taxes). If you are tax resident outside the country where your account is held, we may need to give our local tax authority this information, along with information relating to your accounts that may then be shared between different countries’ tax authorities.

Completing this form will ensure that we hold accurate and up to date information about your tax residency.

If your circumstances change and any of the information provided in this form becomes incorrect, please inform Boslil immediately and provide an updated Self-Certification.

Who should complete the CRS Individual Self-Certification Form?

Personal banking customers should complete this form.

If you need to self-certify on behalf of an entity (which includes all companies, trusts and partnership) complete an "Entity Tax Residency Self-Certification Form" (CRS-E). Similarly, if you are a controlling person of an entity, complete a Controlling Person "Self-Certification Form" (CRS-CP). You can find these forms at www.boslil.com/crs.

For joint account holders, each individual will need to complete a copy of this form.

Even if you have already provided information in relation to the United States Government’s Foreign Account Tax Compliance Act (FATCA), you still need to provide additional information for the CRS as this is a separate regulation.

If you are completing this form on behalf of an Account Holder, please ensure that you inform them that you have done so and state in what capacity you are signing in Part 3. For example, you may be completing as a nominee of an account, under a Power of Attorney or as a legal guardian on behalf of an account holder who is a minor.

Where to go for further information?

If you have any questions about this form or these instructions please visit: www.boslil.com/crs or contact your Client Relations Officer.

The Organisation for Economic Co-operation and Development (OECD) has developed the rules to be used by all governments participating in the CRS and these can be found on the OECD’s ‘Automatic Exchange of Information’ (AEOI) website: www.oecd.org/tax/automatic-exchange/

If you have any questions on how to define your tax residency status, please visit the OECD website or speak to a professional tax adviser as we are not allowed to give tax advice.

You can find a list of definitions in the separate Appendix found under the CRS FORMS tab..