What is an NR-301 form?
You need to complete a NR-301 form to hold Canadian shares within your ISA, Lifetime ISA, Junior ISA or Dealing account to ensure you pay withholding tax at the reduced ‘treaty’ rate.
Before getting started, please read the NR-301 form guidelines which will help you complete the form correctly.
When you’ve filled out the form, please scan and email it to firstname.lastname@example.org.
Or you can print and post it to:
AJ Bell Youinvest
Tax Management Team
4 Exchange Quay
You won’t be able to invest in Canadian shares until you complete and return these forms.
Find out more about international dealing.