O. Box 2175 Milwaukee WI 53-F82. Please note: Your information is confidential and will not be passed on to a third party. CRA FINANCE / REGULATORY / OTHER SECURITIES FEDERAL BANK / STATE FINANCIAL ACCOUNTS / FINANCIAL ACCOUNTING BUREAU U.S. DEPARTMENT OF THE TREASURY BUREAU OF REGULATION U.S. SECURITIES AND EXCHANGE COMMISSION U.S. FEDERATION, MINT CONNECTICUT DEPARTMENT OF EMERGING AND BUSINESS SERVICES, COMMODITY MANAGEMENT AND TRUST FUND SIBERIA INTERNATIONAL FEDERATION OF INVESTMENT DEV-NATION, LLC TRUSTEE U.S. DEPARTMENT OF LABOR U.S. COMMISSION ON INVESTMENT SUPERVISORY OVERSIGHT TRUST CERTIFICATE FEDERAL RESERVE SECURITIES AND EXCHANGE COMMISSION U.S. SECURITIES AND EXCHANGE COMMISSION FEDERAL SECURITIES AND EXCHANGE COMMISSION.
The following is a statement of the requirements of Regulation S-K and the Federal Open Market Committee (“FINRA”) for registered investment companies (“Registrants”). If you invest in a Registered Investment Company (“Registrant”), each you will be required to comply with each of the following requirements regardless of whether you are a Distributor, Distributor Affiliate, or other participant: Registered Investment Companies can solicit, hold in the name of, and make available to an Individual Shareholder any investment securities that they hold or that are being purchased by such Individual Shareholder, but must disclose the following in connection with any such solicitation or holding in the Company's prospectus: the identity of the Fund in which such stock or securities is being offered;
the name of the investment advisor or salesperson for the Fund;
the Fund's investment objective;
the material terms of the investment contract or other arrangement providing for the purchase of any such securities; and
The date of the transaction. The company must also file a copy of its registration statement with FINRA. Certain types of Regulation S-K investment securities (the “S-K-I Securities”) are subject to special restrictions applicable only to those registered, regulated investment companies that buy and hold such securities and the holders of investment rights in such securities.
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The Community Reinvestment Act Qualified Investment Fund Retail Shares CRA Qualified Investment Fund P.O. Box 2175 Milwaukee WI 53201-2175 Fax: 1-414-299-2178 Telephone: 866-202-3573 CRA QUALIFIED
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What is cra qualified investment funds?
CRA qualified investment funds are investment vehicles that meet the criteria set by the Canada Revenue Agency (CRA) to qualify for certain tax benefits.
Who is required to file cra qualified investment funds?
Any mutual fund or pooled investment vehicle that meets the criteria set by the CRA must file a T3 return to report their operations and financial information.
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To fill out a T3 return for CRA qualified investment funds, you need to gather all relevant financial and operational information of the fund and report it accurately on the designated sections of the T3 form.
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The purpose of CRA qualified investment funds is to provide tax benefits to investors by allowing them to defer taxes on certain income and capital gains earned within the fund.
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The information to be reported on CRA qualified investment funds includes the income earned, capital gains, expenses, assets held, distributions made, and any other relevant financial and operational details.
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The deadline to file CRA qualified investment funds for the year 2023 is typically March 31st of the following year, unless an extension is granted.
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The penalty for the late filing of CRA qualified investment funds varies depending on the size of the fund and the duration of the delay. It can range from a nominal fee to a percentage of the taxes owed.
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