QI Essentials (Individual)

Name: QI Essentials (Individual)
SKU: 8638
Price: 150.00 GBP
Availability: InStock

£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.

Topics:

Overview and context
Application
Documentation
Withholding and despositing
Reporting
Governance

Duration: 2 hours 30 minutes

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