Qualified Intermediaries (QIs) have been facing tremendous reporting changes in 2023 and will need to address a variety of significant reporting challenges in 2024.
This panel presents an overview of QI and discusses the new Appendix 3, PTP, TCC & MeF updates.
Market participants such as HSBC, one of the largest QIs, also share their practical experiences on how they are strategically approaching these changes.
Partner, Financial Services Tax KPMG
Sr. Manager Client Tax Reporting HSBC
Head of Regulatory Tax Regnology
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