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

Mandated by the Japanese Tax Authority, the questionnaire is required to obtain exemption from Japanese foreign withholding tax. It is only required if Japanese securities are held. However, if a client purchases shares of a Japanese security in the future, the client would need to supply this form to be eligible for expedited tax reclamation. Participants and trustee information must be disclosed and the form must be signed by an authorized person.