Identifying the best Qualified Intermediariy for your exchange can be a challenging task. With our vetting methodology, we take the guess work out of the equation.

  1. Accuracy of Information
    • - Before a Qualified Intermediary is listed on SimpliDeferred, they must submit their company profile to our analysts. Our analysts then make certain all information provided by the Qualified Intermediary is 100% accurate. If it is inaccurate, their profile will not be published until it is fixed or not at all.
  2. References and Reviews
    • - We believe references and reviews are the ultimate testament to a Qualified Intermediary. Because of this, we take the vetting of client reviews very serious and we aim to maintain 100% quality reviews from real clients, giving their unbiased opinion.
    • We ask clients to rate a Qualified Intermediary using different categories on a scale of 1-5 as well as a written review.
    • Categories:
      • • Clarity
      • • Timeliness
      • • Communication
      • • Quality of Work
      • • Customer Service
      • • Overall Experience