About
Get an overview of the withholding and depositing requirements for qualified intermediaries
Level
Suitable for anyone who works in a financial institution with a basic understanding of securities trading
Presenter
Kirsty Pitkin
CEO
TConsult Ltd
Learning Outcomes:
This course will help you to:
- Know the difference between a withholding QI and a non-withholding QI
- Understand how to act as a withholding QI
- Understand how to act as a non-withholding QI
- Learn how to communicate with other financial intermediaries in the payment chain
- Learn how to deposit tax with the U.S. Treasury
Assessment
Pass mark: 80%
Maximum 3 attempts
Estimated Time
15 minutes
