Training academy
New
QI Essentials
Gain 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.
Duration: 2 hours 30 minutes
Cost: £150 + VAT (if applicable)
Coming Soon
FATCA Essentials
An introductory course to help all staff understand the context and requirements of FATCA.
Coming Soon
QI Advanced
A deep dive into the detail of the QI Agreement, including Section 871(m), Sections 1446(a) and (f).