Mutual Fund Tax Apportionment


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?

Upload Program Application(s) and Documents

The FTP is a file system that allows you to send large documents that are too big to go through email. Sending documents through FTP can also help you save space in your inbox!

To upload a file to the Finance FTP, please click the following link and enter the username and password provided below: 

Password: 7g2gibmct4q7rqx

Need help? Click here.

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