QI Essentials (Individual)

£150.00 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