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US Shares Investment

When Trustees invest in shares in the United States, they might be asked to fill in and submit the W-8BEN-E form. To download the W-8BEN-E form, please click on the button below:

From experience, the W-8BEN-E form might be confusing for some Trustees. Trustees can follow the detailed guideline provided by Macquarie Bank below to fill in the W-8BEN-E form:

Trustees with an Individual Trustee Fund can consult page 13 of the guideline. Trustees with a Corporate Trustee Fund can consult page 17 of the guideline.

For information on investing in US properties, please see here:

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