DUTIES OF A QUALIFIED INTERMEDIARY » EXCHANGE SERVICES
QUALIFIED INTERMEDIARY SERVICES AND DUTIES
The duties, responsibilities and challenges involved with operating a Qualified Intermediary business include:
- A thorough familiarity and knowledge of the regulations
- Ability to provide documentation in compliance with the regulations
- An understanding of all of the elements of the Exchange
- Knowledge and ability to perform in compliance with the Exchange agreement and the regulations.
In addition, the Qualified Intermediary must:
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