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This chapter explains the control and oversight components of the QIQualified Intermediary (QI) Agreement, notably the establishment of certification periodscertification periods, the requirement to conduct Periodic Reviews and their context in the triennial certification process with the IRS.

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Control and Oversight

  • 章节

  • 发表日期：

    2025年

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  • Ross K. McGill,
  • Kirsty V. Pitkin

摘要

This chapter explains the control and oversight components of the QIQualified Intermediary (QI) Agreement, notably the establishment of certification periodscertification periods, the requirement to conduct Periodic Reviews and their context in the triennial certification process with the IRS.