Guidance & forms
Resources
Practical guidance, identity verification and the forms most commonly needed by our clients.
Identity verification
Verify Me
If you have been asked to verify your identity electronically, please use the link below.
Online identity verification
Client forms
Identity, due diligence & self-certification
These forms support our Know Your Customer (KYC) and Common Reporting Standard (CRS) / FATCA obligations. Please complete the form relevant to your circumstances.
Confirmation of Personal Details
Personal Questionnaire and Self-Certification
CRS/FATCA Self-Certification — Individuals
CRS/FATCA Self-Certification — Entities
Source of Funds Statement
Client forms
Requests
Use these forms to make a formal request to Westwinds in relation to an existing structure.
Request for Services
Request for Transfer
Guidance
Practical guidance
How to Minimise Fees and Time Charges for Fully Managed Entities
Practical guidance for clients on reducing administration costs for fully managed entities. (Available on request — please contact us for a copy.)