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QUALIFIED INTERMEDIARY » DUTIES OF A QUALIFIED INTERMEDIARY
WHAT IS A QUALIFIED INTERMEDIARY?
The Qualified Intermediary is in the business of facilitating Exchanges by intermediating between the principals. The Qualified Intermediary must ,ake sure the exchange adheres to all exchange rules and requirements including:
The regulations specifically define a “disqualified person” – one who may not act as a Qualified Intermediary – as:
Learn more about qualified intermediary services and the duties of the QI then contact Exchange Authority. Our experts will ensure your exchange meets all requirements and will provide all appropriate documentation for your tax professional.