Obtaining the status and annual certificate to operate as a new financial services corporation (NFSC)

The corporation must fill the new financial services corporation application form and provide the documents required therein.

Applications for qualification certificates are only made once and must be submitted before the end of the new corporation’s second taxation year, but no later than December 31, 2027. No applications for qualification certificates will be accepted after this date.

At the end of each taxation year, the corporation must fill out the following forms and provide the documents required therein:

• new financial corporation annual certificate application
• annual certificate application for each eligible employee

Applications for annual certificates (corporation and employees) must be made annually to access the tax benefits from Revenu Québec.

Signed forms and related documents can be sent to the Ministère des Finances by our secure Biblio MFQ site. For more information on how to access our secure site, reach out to us by e-mail at dpif@finances.gouv.qc.ca.

To apply for the NSCF status or to access the tax benefits offered, the corporation must complete the following forms and provide the required documents.

Corporation applications

Select the English courtesy version to help you fill out forms for corporation-related applications. Please note that only the French forms will be accepted.

Select the English courtesy version of the form to be completed for employee related applications. Please note that only the French forms will be accepted.

The corporation must notify us as soon as possible of any significant changes to the information and documents provided.

The corporation must submit a written request for any change relating to:

• the corporation’s address (location of the eligible activities);
• the name of the corporation;
• the addition or removal of eligible activities from the corporation’s qualification certificate;
• any other information included in the official documents issued by the Ministère des Finances.