Qualified Intermediary

Computershare

Computershare Corporate Trust · Parent: Computershare Limited (public global financial services; Corporate Trust division) (ASX: CPU) · Firm website

FEA membership
FEA unknown
CES® holders
Not published on cited pages
Fidelity bond
Not published on cited pages
E&O / other cover
1031 page: Computershare is a regulated financial institution subject to federal regulations. Firm-stated Corporate Trust scale (12 months ending 06/30/2026): US$7.3 trillion debt under administration; US$257.6 billion assets under administration. Those are institutional AUM/DUA figures, not a QI-specific fidelity bond or E&O certificate.
How funds are held
Segregated
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Yes · Improvement Unknown · DST Unknown
Last sourced
2026-09-07

Published coverage notes

1031 page: Computershare is a regulated financial institution subject to federal regulations. Firm-stated Corporate Trust scale (12 months ending 06/30/2026): US$7.3 trillion debt under administration; US$257.6 billion assets under administration. Those are institutional AUM/DUA figures, not a QI-specific fidelity bond or E&O certificate.

Fund handling

1031 page: for each exchange, proceeds are deposited in a segregated Computershare trust account / unique exchange account. Held as a direct deposit of Computershare rather than in an affiliate entity outside the parent. Any release of funds from the exchange account requires taxpayer approval — that is described in this field, not treated as dual QI+taxpayer wire control. Optional second safe harbor: Computershare can also serve as Qualified Trustee of a Qualified Trust; the page states that in a QI bankruptcy, creditors of the intermediary most likely cannot reach the funds. Monthly statements and annual 1099s are described.

Who it is for

Institutional / corporate-trust 1031 QI: delayed exchanges and reverse exchanges as described on the Corporate Trust 1031 page. Improvement/build-to-suit is not clear on that page. Confirm the contracting legal entity on the exchange agreement — ‘Computershare Corporate Trust’ is the banner, not automatically a statutory suffix.

Verdict

Institutional QI/trustee with segregated trust accounts and taxpayer approval on releases — a strong regulated-custody narrative for corporates, thin on FEA, CES®, fees, and bond dollars. This is a QI custody file, not a securities offering and not Computershare’s separate Delaware statutory trust / transfer-agency businesses. The site-wide contact-form ‘Delaware Statutory Trust’ line is a Corporate Trust product menu, not a 1031 DST-exchange badge.

Notes

This is a QI custody file, not a securities offering. Computershare’s transfer-agent, registered-bond, and Delaware statutory trust administration lines are different products. The 1031 page is the only primary source used here.

The page brands the QI as Computershare / Computershare Corporate Trust and says the team can act as both Qualified Intermediary and Qualified Trustee. A longer national-bank or N.A. suffix is not printed on that page and is not invented. Confirm the named party on the exchange agreement.

Reverse exchanges are described on the same page. Improvement/construction exchanges are not. DST interests as 1031 replacement property are not.

Taxpayer approval to release funds is not coded as dualSignature: yes. Dual-signature in this directory means a published QI-plus-taxpayer (or dual-officer) wire control; the page only says the taxpayer must approve any release.

FEA membership and CES® staff are not mentioned. Fees and interest-on-float are unpublished. The “regulated financial institution” line is not a substitute for a published fidelity-bond amount.

Sources

Compare with

Published fields only. No crown.

Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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