After some initial teething problems, the link for QIs to renew their QI Agreements as per Rev. Proc. 2022-43 is now available in the Activity Center of the Home Page on the Qualified Intermediary Application and Account Management System (QAAMS).
If you want to renew your QI Agreement with an effective date of January 1, 2023, you must do so by May 1, 2023.
Kirsty is the CEO of TConsult Ltd.
Kirsty is passionate about communicating in simple, accessible language that everyone can understand. She specialises in translating complex tax technical documents into a form that allows financial institutions to make more informed compliance decisions.
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