The U.S. Qualified Intermediary (QI) regime allows financial institutions outside the U.S. to facilitate investments in U.S. securities and products for their customers at a better rate of return while at the same time protecting their personal information.
The QI status is based on a QI model agreement concluded between the U.S. tax authority – the Internal Revenue Service (IRS) – and the financial institution. The QI regime has a significant impact on financial institutions which offer U.S. securities or that transact with U.S. counterparties.
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The trainers at 3Masters work within the field of the training. They are specialists who engage with the training content daily. At 3Masters, we believe it is important that trainers have extensive experience and are enthusiastic about sharing their knowledge with participants.
Together with our trainers, we aim for an optimal trainer-to-participant ratio. Therefore, we work with training groups of approximately 12 participants, ensuring a good balance between experience, knowledge, and skills.
The training sessions can be organized both in-company and virtually. Together with the client, we determine what works best for the participants. Everything is possible, and our trainers are flexible.
The timing of the training will be determined in consultation with the client. Morning, afternoon, and evening sessions are all possible.
