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Economic Substance Services Questionnaire

Tell us about your entity’s activities, Cayman operating arrangements and support requirements. Your answers help us assess the scope of services required.

1. Entity and reporting period

Entity name *

Legal form *

Jurisdiction of registration *

Financial year or reporting period *

Current economic substance classification *

Tax residence outside Cayman claimed? *

Tax residence jurisdiction and basis *

2. Activities and income

Primary activity for assessment *

Other activities carried on (optional)

Actual activities and sources of income *

Income from identified activities during the period *

Assets and income of the holding entity *

Intellectual property arrangements *

3. Cayman arrangements and services

Core income-generating activities and location *

Management and decision-making arrangements *

Cayman personnel, premises and expenditure *

Outsourced activities and oversight (optional)

Notification and reporting status *

Services required *

Target commencement date or filing deadline *

4. Your contact details

Full name *

Organisation *

Your role (optional)

Business email *

Telephone (optional)

Your relationship to this request *

We will use this information to assess and respond to your request. Read our Privacy Policy. Please do not submit identity documents, account credentials or sensitive personal information.

Your request has been received. Bell Rock will review your requirements and contact you using the details provided. No engagement, transfer or filing is confirmed by this acknowledgement.

Your request could not be submitted. Please try again or contact info@bellrockgroup.com. Your request has not been confirmed.

Submission does not confirm an economic substance classification, satisfaction of the substance test or completion of any filing. Services and responsibilities will be agreed after review. Any engagement is subject to Bell Rock’s acceptance and agreed terms.