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.
You can do this online by logging into your account and clicking on ‘Update my details’.
If you’re a non-UK resident, or investing in a junior, company, or joint Dealing account, you’ll need to complete the paper NR-301 from the link below. 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 dealingservices@ajbell.co.uk. Or you can print and post it to:
AJ Bell Tax Management Team
4 Exchange Quay
Salford Quays
Manchester
M5 3EE
You won’t be able to invest in Canadian shares until you complete and return these forms.