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It must be completed before Wealthtime sets up the wrap and open the Wealthtime Select General Investment Account, and it requires signature by authorised signatories. Sections 1 and 2 collect entity, tax residency, FATCA/CRS classifications, and controller information to meet regulatory obligations under money laundering and related tax compliance rules. The form requests trust details, trustee and corporate trustee information, tax identifiers, and supporting documentation.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/corporate-application-form-trusts-pension-schemes-limited-companies-and-unincorporated-associations/306667/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/corporate-application-form-trusts-pension-schemes-limited-companies-and-unincorporated-associations/306667.png","ImageObject",442,249,{"name":88,"@type":89},"Oliver","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of this corporate application form for Wealthtime?","Question",{"text":109,"@type":110},"It collects required information so Wealthtime can set up the wrap and open the Wealthtime Select General Investment Account, and it enables compliance with regulations and tax reporting obligations.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Who must sign the application form, and when can it be accepted?",{"text":114,"@type":110},"The form must be signed by at least one authorised signatory, or by the minimum required signatories if multiple are needed. 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The application form must be signed by at least one of the authorised signatories, or if more than one signatory is required to authorise any action, the minimum number required must sign this form.  \nPlease note that some sections are mandatory including signing up for the online service and the application form cannot be accepted until these mandatory sections are completed.  \nBefore completing this application form please ensure you have read the Wealthtime Select Key Features and Terms and Conditions and are satisfied that this product is appropriate.  \n1. Entity Details (mandatory)  \nSection 1 and 2 of this application form is designed to enable Wealthtime to collect information required in order for us to meet our obligations under regulations includingthe Money Laundering Regulations, UK Finance Acts, FATCA and associated UK intergovernmental agreements (IGAs) as appropriate. The information required in these sections are marked as mandatory and as such, any failure to complete this information in full will result in Wealthtime being unable to process your Application.  \nPlease complete either Trust Entities (Section 1.1 including Corporate Trustees if applicable), Pensions Schemes (1 . 2),Corporate Entities (1 . 3) or Unincorporated Entities (1 .4) as appropriate.  \n1.1. Trust Entities  \n1. 1a. Trust Entities Details  \nTitle of trust  \nType of trust (eg bare, discretionary, charitable or will)  \nAddress for correspondence  \nPostcode  \nRegistered charity number (if applicable)  \nContact details  \nContact Name  \nTelephone number  \nFax number  \nEmail address  \nTrust tax residency  \nThe following information will be used to ensure the correct withholding and / or reporting of taxes as required by the relevant tax authorities. This is a requirement under The International Tax Compliance Regulations 2015 andwill result in the details of any reportable accounts being passed to HM Revenue & Customs who may then make this available to the government of another territory in accordance with a relevant agreement.  \nPlease provide details of any and all territories or jurisdictions in which the trust is resident for income tax or corporation tax purposes or for the purposes of any tax imposed by the law of that territory that is of a similar character to either of those taxes.  \nCountry of tax residence Tax Identification  \nNumber  \n\n|  |\n| --- |\n|  |\n|  |\n\nPlease note that it is a legal requirement that we record a TIN number for all applicants. We will not accept the application if a TIN cannot be provided at outset.  \n1. 1b. Trust Tax Section and Declaration (mandatory)  \nType of entity (choose one only)  \nFinancial Institution   \nSponsored/Managed Investment Entity   \nTrustee Documented Trust   \nNon-Profit Organisation (other than a ‘Managed  Investment Entity’)  \nNote: Under FATCA this means the entity will be classified as a ‘Deemed Compliant Financial Institution’ and under the CRS it will be classified as an ‘Active NFE’  \nActive NFFE/NFE   \n(other than a Non-Profit Organisation)  \nPassive NFFE/NFE   \nExempt Beneficial Owner (eg pension schemes)   \nOther than above   \nNote: This option should be used for applications where an Offshore Bond is the only product being held in the Wealthtime Select Platform.  \nPlease provide a Global Intermediary Identification Number (GIIN)(where applicable) and other regulatory identifiers.*  \n* Regulatory identifiers include (as applicable) PRA / FCA Firm Reference Numbers, HMRC Registration Numbers (eg VAT / PSTR),Companies House registration numbers or Charity Commission numbers.  \n1. 1c. Trustee Details  \nAll trustees must normally be UK resident and the trust should be established in the UK.  \n1. 1d. Individual Trustees Please indicate h","cbCaib6xGNymNY8w","https://ap.wps.com/l/cbCaib6xGNymNY8w","pdf",423253,22,"English","# Entity Details (mandatory)\n## 1.1 Trust Entities\n### 1.1a Trust Entities Details\n### 1.1b Trust Tax Section and Declaration (mandatory)\n### 1.1c Trustee Details\n### 1.1d Individual Trustees\n### 1.1e Corporate Trustee and/or Discretionary Manager (where applicable)\n### 1.1f Individuals who are Controllers of the Trust (mandatory)\n### 1.1g Supporting Information/Documents (mandatory)","[{\"question\":\"What is the purpose of this corporate application form for Wealthtime?\",\"answer\":\"It collects required information so Wealthtime can set up the wrap and open the Wealthtime Select General Investment Account, and it enables compliance with regulations and tax reporting obligations.\"},{\"question\":\"Who must sign the application form, and when can it be accepted?\",\"answer\":\"The form must be signed by at least one authorised signatory, or by the minimum required signatories if multiple are needed. Some sections are mandatory, and the application cannot be processed until those mandatory sections are completed.\"},{\"question\":\"What tax and compliance details are requested in the trust sections?\",\"answer\":\"The form requests tax residency territories and tax identification information, requires a TIN number, and asks for FATCA/CRS entity classification plus relevant identifiers such as GIIN where applicable.\"}]","Corporate Application Form - Trusts, Pension Schemes, Limited Companies, and Unincorporated Associations | PDF",1789839587,8]