Methodology
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.
- 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 If it is inaccurate, their profile will not be published until it is fixed or not at all.
- 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
