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Selecting an Accommodator
Jeffrey Paul Helsdon
Certified Exchange Specialist
Thomas H. Oldfield
Ann McLaren
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Questions to Ask
SELECTING AN EXCHANGE ACCOMMODATOR …
Questions to ask of a prospective Exchange Accommodator include:
Are your proceeds protected while we hold them?
Does your Exchange Accommodator provide audit protection?
How are the Exchange Accommodator’s fees structured?
Who earns interest on the exchange funds?
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