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ACCOUNT TYPES

Corporate Account – Retired

Business and corporate accounts can be owned by various types of businesses and most accounts are taxable. There are no limits to contributions or withdrawals.

You should consider a business or corporate account if you already have an established business and would like to invest business assets.

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Business and corporate accounts may include various types of businesses, such as C Corporation, S Corporation, Partnership, Limited Liability Company (LLC) and other business entities. Before establishing a business or corporate account, generally the business needs to be registered with state and federal governmental agencies.

You should consider a business or corporate account if you already have an established business and would like to invest business assets.

As with any ownership of property, the officers are the decision makers. This includes the ability to pick any type of investment option based on business’ risk tolerance and investment goals.

Is a Business or Corporate Account right for your business?

The officers of the business have the flexibility to make all the investment and other important decisions about when and how to use the proceeds of the account held in the name of the business.

Tax Features and Investments

What are the tax features? Expand

Generally, any realized gains or losses are taxable in the year the transaction occurs. For example, any distributions of dividends and capital gains are taxable whether they are paid to you in cash or reinvested to purchase more shares. In addition, for any sale (withdraw) or exchange, the gains are taxable or losses could be used to offset other taxable gains and income.

IRS Form 1099-DIV reports dividends and capital gains distributions. An S Corporation is exempt from receiving IRA Form 1099-DIV. IRS Form 1099-B reports sales and exchanges. For a business account, all tax reporting is accomplished under the business’ tax identification number.

How much can the business invest? Expand

A business account can invest as much as the business allows. Generally, there are no limits on the amount the business can put aside to save for the business’ future needs.

What are the investment minimums? Expand

The minimum initial investment to open a new business or corporate account at Janus Henderson is $100 with an automatic investment of at least $50. If an automatic investment is not established, the minimum initial investment is $2,500. Subsequent one-time purchases must be at least $50.

Are there any investment deadlines? Expand

No. The business may add to their investment at any time.

What are the fees for a business account? Expand

There is no cost to open an account and no annual maintenance fees when account minimum thresholds are met.

Withdrawals and Helpful Information

How do the officers of the business request a withdrawal? Expand

Depending on the account options, the authorized officers may redeem shares by telephone, online or in writing. Proceeds of the withdrawal may be sent to the address on record or transferred to a bank account on record. All withdrawals are tax reportable to the business.

When can the business take money out of the account? Expand

The officers have the flexibility of taking out money when requested. However, the longer you invest or stay invested, the more it will have a chance to grow in value.

What other information might be helpful to know? Expand

Officers make all the investment decisions and essentially manage the business assets based on the business’ investment needs and goals. In the event there are any material changes to the business, and as with any business asset, the officers should keep the account updated with the names of those authorized to act on behalf of the business.

Open a Business or Corporate Account

If you would like to manage a mutual fund account on behalf of your business, the business/corporate account type may be an ideal investment vehicle. Download an application or contact Janus Henderson for more information.

Corporate Account Application
Contact Janus Henderson

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Janus Henderson Group plc ©

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