Description
To stimulate the mutual fund industry in Missouri, this program helps certify investment advisory firms or those providing services on behalf of an investment company, allowing them to utilize a more favorable state income apportionment method for tax purposes.
Do I Qualify?
An entity which:
- derives more than 50% of its gross income from management, distribution or administration services provided to or on behalf of an investment company; or
- derives more than 50% of its gross income from trustees, sponsors and participants of employee benefit plans which have accounts in an investment company; or
- provides management services as an investment advisory firm registered under Section 203 of the Investment Advisors Act of 1940.
How Do I Apply?
Document Submission
To submit program documents, please upload files to the Community Finance Box Account.
If you have any programmatic questions, please contact us at 573-522-9062 or Community@ded.mo.gov.
To submit a physical copy, please mail to:
Missouri Department of Economic Development
Business and Community Solutions
P.O. Box 118
Jefferson City, Missouri 65102-0118