Services in FinlandServices in SwedenBecome a participant Clearing and settlementEuroclear Sweden Fund SolutionCross Border TransfersTransfer of shares between Sweden and FinlandAccount structure for participantsSecurities Information (SI)Tax processingCourses for participantsQualified Intermediary (QI)Fees and charges
Qualified Intermediary (QI)
In order to make it easier for investors with holdings in U.S securities and Swedish depository receipts with underlying U.S. securities, the custodian bank or the securities institution should apply to the IRS to become a Qualified Intermediary (QI). Investors at an institution that has become a QI have the opportunity to qualify for reduced U.S tax at the time of dividend payment.Account operators and nominees that apply as QI will need to report information to IRS and, in some cases, to Euroclear Sweden.
Contact
Annette Nyström
Phone: +46 (0)8-402 91 12
Annette Nyström
Phone: +46 (0)8-402 91 12
Documents
Description of the QIs' roles and undertakings
Qualified Intermediary
Description of the QIs' roles and undertakings
Qualified Intermediary
The following routines apply for the correction of annual reporting concerning Swedish depository receipts or American shares, for which SEB is the custodian. See the pdf document below (currently only available in Swedish). Correction of annual reporting
Information about customers that are legal entities
