Prepare identifiers and authorisation
Have the institution or trustee identifier, the authorised point-of-contact identity and contact details, and the appropriate authorisation letter ready. Select CRS registration, FATCA registration information or both, and enter the first calendar year in which the entity became a reporting SGFI—not the year in which the form is submitted. FATCA entries may require institution and sponsor GIINs; a sponsored closely held investment vehicle uses the sponsor GIIN as directed.
Choose the correct trust route
For trustee-filed trusts, indicate trust status and whether it has a Singapore tax reference number, then supply individual or corporate trustee details. Corporate trustees provide an authorised contact and letter; individual trustees do not require that letter in this guide. Upload the trust deed/agreement and required authorisation within the stated 2 MB limit, review declarations, submit and save the acknowledgement. The guide documents the 2021 screens, so current portal fields and updated legal obligations should take precedence where changed.
Official source
A concise, independent Apex Gateway guide based on the official English source, not a reproduction of the complete document. Consult the original for full conditions, exceptions and subsequent updates.
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