Business AEOI Document

BUSINESS AEOI DOCUMENT

This Business AEOI Document (the "Document") is entered into by and between: Client Name: , Client Address:

and Service Provider Name: , Service Provider Address:

Effective Date:

WHEREAS

WHEREAS, the Service Provider provides information collection, onboarding, and reporting services necessary to comply withAutomatic Exchange of Information requirements (including collection of tax residency, beneficial ownership and reporting data) and related compliance obligations; and

WHEREAS, the Client requires the Service Provider to perform the Scope of Work described below and to obtain, retain and, where required, disclose information about the Client and its beneficial owners to competent authorities in jurisdictions as required under applicable AEOI rules; and

NOW, THEREFORE, in consideration of the mutual covenants set forth herein, the Parties agree as follows.

SCOPE OF WORK

PAYMENT TERMS

Late Payment Fee: ; Minimum Late Charge:

All fees are exclusive of applicable taxes and duties, which shall be borne by the Client unless otherwise agreed in writing.

TERM AND TERMINATION

Term Commencement Date:    Term End Date:

Either Party may terminate this Document for material breach that remains uncured for the notice period above or immediately for cause where required by applicable law or competent authority. Termination does not relieve the Client of payment obligations for services performed prior to termination.

CONFIDENTIALITY

"Confidential Information" means all non-public information disclosed by one Party to the other that is designated confidential or that reasonably should be understood to be confidential given the nature of the information. The receiving Party shall: (i) use Confidential Information solely to perform its obligations under this Document; (ii) protect Confidential Information with the same degree of care as it protects its own confidential information but not less than a reasonable standard of care; and (iii) not disclose Confidential Information except to employees, agents or professional advisors who have a need to know and who are bound by confidentiality obligations no less restrictive than those herein.

Permitted disclosures for AEOI compliance (if any): provide specifics below.

Confidentiality obligations shall survive termination for a period of unless otherwise required by law.

AEOI CERTIFICATIONS AND REPRESENTATIONS

Entity Type (check all that apply): Corporation Partnership Trust Other

Does the entity have one or more reportable beneficial owners under applicable AEOI rules? Yes No

Consent to Disclosure: The Client consents to the Service Provider disclosing the Client's identifying information and relevant account information to competent authorities or their agents to satisfy AEOI obligations.

The Client represents and warrants that the information provided in this Document is true, complete and accurate and that the Client will promptly notify the Service Provider of any change in circumstances that causes any certification to become incorrect. The Client acknowledges that the Service Provider may rely on these representations for purposes of mandatory disclosures under applicable AEOI rules.

GOVERNING LAW

This Document shall be governed by and construed in accordance with the laws of:

ENTIRE AGREEMENT

This Document, including any schedules or attachments expressly incorporated herein, constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior agreements, understandings and representations, whether written or oral. Any amendment or waiver of this Document must be in writing and signed by duly authorized representatives of both Parties.

NOTICES

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