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Distributor Portal

Thesis Self Certification

Application forms can be found on the relevant sponsor websites although please be aware that theses websites also contain forms for investing in funds that SS&C do not administer.

FATCA Self Certifications

Before choosing the relevant FATCA Self Cert, please be advised that the following Management Companies have two different Self Certifications:

  • Columbia Threadneedle
  • Ninety One

The iFAST™ Self Certifications relates to Cross Border funds, please ensure you are selecting the relevant form.