Are you, your spouse or anyone to whom you provide significant financial support to the beneficial owner of a personal investment or trading account?
Yes. No.
You have a Covered Account (provide link to Covered Account Decision Tree).
Do you (or is it you Spouse Significant financial support) exercise control or provide investment advice regarding an investment account?
Yes. No.
You have a Covered Account (provide link to Covered Account Decision Tree).
Do you (or is it you Spouse Significant financial support) serve as a trustee, executor, custodian or discretionary manager for an investment account?
Yes. No.
You have a Covered Account (provide link to Covered Account Decision Tree).
You do not have a Covered Account. You can complete your initial or annual certification stating you do not have any accounts in the Greyline account reporting tool..