What is the German questionnaire? Is it required if the client does not hold German securities?

Mandated by the German Tax Authority, the German questionnaire is a letter listing shareholder position and residency data. It is only required if German securities are held. However, if a client purchases shares of a German security in the future, the client would need to supply this form to be eligible for expedited tax reclamation. Questions 1 – 5 should be answered (as of the stated date) and the form should be signed.