How to register for IGOR

1. Register as a user of the system

• Enter your email address, and enter a password. You will be asked to complete a CAPTCHA.

  

• You will receive an email with a link to click to confirm your email address.

  

2. Log in

• Enter your email address and password in the IGOR web site

  

3. Add an organisation

You use organisations to group your financial institutions.

• To create an organisation, give it a name and enter a contact name, contact telephone number and postal address.

• If wish you can create test organisations. Use test organisations for testing your systems. Reports submitted in test organisations are never forwarded to the destination country.

• Test organisations, and financial institutions in test organisations, are shown with this symbol next to their name.

  

• To create additional organisations, click on +Add new organisation

  

Under Settings your will find your API key. For report submission using the [API][API], all financial institutions within an organisation share the same API key.

4. Add one or more financial institutions

• Click on + Add new financial institutions

  

• Select the type of reports the financial institution will submit, and search for it by GIIN or name (if it will be submitting FATCA reports), or type its name (if it will not be submitting FATCA reports).

• Press Save

  

You will be unable to submit reports for a newly added financial institution until it has been authorised by Revenue Service.

Financial institutions in test organisations can be used immediatley without authorisation by Revenue Service, as reports submitted for these financial institutions are never forwarded to the destination country.