QI Essentials (Team)

£150.00 / Seat ex VAT

This course will give you a foundation level understanding of the U.S. qualified intermediary regime and the role you play in helping your firm to be compliant with the terms of the QI Agreement.


  • Overview and context
  • Application
  • Documentation
  • Withholding and despositing
  • Reporting
  • Governance

Duration: 2 hours 30 minutes

***Book 10 or more seats and receive a 10% discount***