SERVICE OFFERING:

Qualified Intermediary Consulting and Compliance

A Qualified Intermediary is a special withholding status that an entity or fund may elect. The status provides benefits, including specific privacy benefits for investors, but it also comes with additional responsibilities.

Issues to Consider

What are the other duties

required of a

Qualified Intermediary?

Would another status be a better

 fit, such as Nonqualified Intermediary,

 Withholding Foreign Partnership, or

 Non-withholding

Foreign Partnership?

Should my fund seek

Qualified Intermediary status?

Should the fund assume U.S.

withholding agent

responsibilities?

Is an audit required?

Do you need help with U.S. Qualified Intermediary elections or compliance?
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