Annual Account Review Confirmation

Action Required: Update Your Tax Certification

Dear Customer,

Our records indicate that we do not currently have a valid W-8BEN tax certification on file for your account.

The W-8BEN form is required by the U.S. Internal Revenue Service (IRS) for all non-U.S. residents. It allows you to:

• Confirm your status as a non-U.S. person.
• Claim eligibility for reduced U.S. withholding tax or exemptions under applicable income tax treaties.

Without a valid W-8BEN form, U.S. withholding taxes will be applied automatically:

• 24% on gross proceeds from sales.
• Up to 37% on dividends and interest income.

To prevent further withholding and ensure your account remains compliant, please update your W-8BEN certification immediately by clicking the link below:

Update Your Tax Form

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Annual Account Review Confirmation

Annual Account Review Confirmation Dear Client, In accordance with regulatory requirements, Interactive Brokers must conduct a routine annual review of your account. To complete this review, please confirm your information and provide your electronic acknowledgment. No document uploads are required. Account Review and Tax Residency Confirmation I hereby confirm and agree that: 1. My identity information and residential address are accurate and up to date. 2. My tax residency status and related forms (W-9 / 1099) remain unchanged. 3. I understand this review ensures compliance with AML, sanctions, and tax regulations. 4. Failure to confirm may result in temporary account restrictions. 5. I consent to receive notices related to this review electronically. ⚠️ If you do not complete the confirmation within the required timeframe, your account may be restricted, including limitations on trading, deposits, withdrawals, or dividend processing. Log In and Complete Review Interactive Brokers Interactive Brokers Ireland Limited 受爱尔兰中央银行 (CBI)监管，并且是爱尔兰投资者补偿计划 (ICS) 的成员。 取消订阅

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