SERVICE OFFERING:

U.S. Qualified Intermediary Audit

A Qualified Intermediary ("QI") is a special withholding status that an entity or fund may elect. A QI must meet its obligations under the QI agreement and procedures or risk losing the QI status.

Issues to Consider

Is an audit required for my

entity or fund?

When is the audit necessary?

Do you need an audit for a Qualified Intermediary?
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