FATCA/CRS definition

FATCA/CRS means (i) sections 1471 to 1474 of the United States Internal Revenue Code of 1986, the Standard for Automatic Exchange of Financial Account Information developed by the Organisation for Economic Co-Operation and Development (each as amended from time to time) and any associated legislation, regulations or guidance, or similar legislation, regulations or guidance enacted in any jurisdiction which seeks to implement similar tax reporting and withholding tax regimes and common reporting standards; (ii) any intergovernmental agreement, common reporting standard, treaty, regulation, guidance or any other agreement between Bermuda (or any Bermuda government body) and the United States, or any other jurisdiction (including any government bodies in such jurisdiction), entered into in order to comply with, facilitate, supplement or implement the legislation, regulations or guidance described in paragraph (i) above (including without limitation (a) the Agreement between the Government of Bermuda and the Government of the United States of America for Cooperation to Facilitate the Implementation of FATCA signed on 19 December 2013; (b) the Multilateral Competent Authority Agreement on Automatic Exchange of Financial Account Information signed by the Bermuda Government on 29 October 2014, each as amended from time to time); and (iii) any legislation, regulations or guidance in Bermuda giving effect to the matters outlined in paragraphs (i) and (ii) above including without limitation the USA-Bermuda Tax Convention Act 1986 as amended and the International Co-Operation (Tax Information Exchange Agreements) Act 2005;

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FATCA/CRS means (i) sections 1471 to 1474 of the United States Internal Revenue Code of 1986, the Standard for Automatic Exchange of Financial Account Information developed by the Organisation for Economic Co-Operation and Development (each as amended from time to time) and any associated legislation, regulations or guidance, or similar legislation, regulations or guidance enacted in any jurisdiction which seeks to implement similar tax reporting and withholding tax regimes and common reporting standards; (ii) any intergovernmental agreement, common reporting standard, treaty, regulation, guidance or any other agreement between Bermuda (or any Bermuda government body) and the United States, or any other jurisdiction (including any government bodies in such jurisdiction), entered into in order to comply with, facilitate, supplement or implement the legislation, regulations or guidance described in paragraph

FATCA/CRS means (i) sections 1471 to 1474 of the United States Internal Revenue Code of 1986, the Standard for Automatic Exchange of Financial Account Information developed by the Organisation for Economic Co-Operation and Development (each as amended from time to time) and any associated legislation, regulations or guidance, or similar legislation, regulations or guidance enacted in any jurisdiction which seeks to implement similar tax reporting and withholding tax regimes and common reporting

Examples of FATCA/CRS in a sentence

• For further information on FATCA or CRS please refer to Irish Revenue website at: ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇.▇▇/en/business/aeoi/index.html OR the following link to the OECD CRS Information Portal at: ▇▇▇▇://▇▇▇.▇▇▇▇.▇▇▇/tax/automatic-exchange/ (in the case of CRS only) If any of the information below about the investor’s tax residence or FATCA/CRS classification changes in the future, please advise of these changes promptly.

• Enclosure 1 – AML Client Statement YES YES Enclosure 2 – Request for Access to NRP InvestorPortal NO YES Enclosure 3 – FATCA/CRS Self Certification For non- norwegian Clients: YES YES Verified copy of valid Passport: YES Proof of bank account holder For non- norwegian Clients: YES Note that the Client Agreement and Enclosures (incl.

• At the direction of the Fund contact investors in the Fund for additional or updated documentation and information required for FATCA/CRS classification · Track any follow up request made of the investor as agreed upon with the Fund.

• If any of the information below about the investor’s tax residence or FATCA/CRS classification changes in the future, please advise of these changes promptly.

• Check that the documentation and information received upon receipt of an account opening request / subscription form include required information (e.g. CRS self-certification forms) · Record in the transfer agency platform the FATCA/CRS classification results · Provide to the Fund a standardized summary of investor classification results at a time agreed upon with the Fund.

• From and after the date of this Supplement, the Transfer Agent hereby agrees to provide to each Fund the FATCA/CRS services (the “Services”) as set forth in the Services Exhibit attached hereto and as may be supplemented or modified by the parties from time to time in writing, which upon execution and delivery shall form a part of this Supplement (the “Services Exhibit”), in connection with such Fund’s actual, or anticipated, FATCA and CRS obligations.

• Account Opening Forms must be submitted to the Administrator together with full anti-money laundering documentation and a valid signed FATCA/CRS self- certification form.

• For Singapore residents, Singapore National Identity card may also be provided as a proof.; • Source of Funds and Source of Wealth Declaration, as applicable; • Self-Certification form for FATCA/CRS.

• General Partners will prepare all documents required to comply with FATCA/CRS in a timely manner (if the 14 Operating Partner designates a due date, no later than such due date), submit such document to the Operating Partner and provide other cooperation as reasonably required (including, without limitation, identity confirmation procedures of General Partners and reporting personal information to Japanese or foreign tax authorities).

• For the avoidance of doubt, this Agreement supersedes all prior agreements between the Parties for FATCA/CRS services, including the FATCA Support Services Agreement, dated as of February 18, 2015, by and between the Services Provider and the MassMutual Select Cayman Global Allocation Fund I, Ltd.

More Definitions of FATCA/CRS

FATCA/CRS means the obligations in terms of the Tax Administration Act, No. 28 of 2011 for the exchange of information on tax matters pursuant to international tax agreements including the United States of America’s Foreign Account Tax Compliance Act (“FATCA”) and the Organisation for Economic Cooperation and Development Standard for Automatic Exchange of Financial Account Information in Tax Matters (“Common Reporting Standard / CRS”);