Preparing for iXBRL: A foreign private issuer’s guide to SEC filing requirements
After more than a decade of traditional XBRL tagging of financial statements and following the inception of iXBRL required for...
Updates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: MIC trends to watch: Advancements and innovations for 2026 [7:26]
On The Dot (episode 11) - A conversation with MIC expert Jason Barnard as he shares key trends to elevate your 2026 Management Information Circular.
Updated: October 1, 2025
The Six Keys to Customer Communication for Financial Services Firms- Part 1
In today’s business landscape, customers expect clear and consistent communication from every company they work with, especially when it comes...
Guide to virtual annual meetings of shareholders: types, benefits & best practices
Prior to 2020, many wondered if shareholder meetings can effectively be held online and now it’s clear how critical they...
Navigating Year 1 ESEF compliance – with an eye on the future
To help companies find a path to ESEF iXBRL compliance that addresses both the here-and-now and the future, here is...
Bartek Czajka - Director of XBRL Consulting Services
Advertising Practices Prohibited Under the New Modern Marketing Rule
With the new Modern Marketing Rule that the Securities and Exchange Commission (SEC) unveiled in December of 2020, firms need...
What can a dynamic health insurance welcome kit do for you? (part 2)
It's easy to get caught up in the words when you're creating a new health plan member welcome kit, but...
What Does ‘Fair and Balanced’ Marketing Mean for Firms?
Marketing practices have evolved since the 1960s but until recently, the laws governing the advertisements of Securities and Exchange Commission...
The value of new member welcome kits for health plans (part 1)
Welcome kit materials should be driven by the member’s perspective from concept to final product. For government-sponsored plans specific standardized...
Why you need a content management system for your health plan marketing
Health plan marketing is no longer just about slick advertising and word of mouth in the community. Consumers today are...
SEC implies examination of websites for Rule 498A compliance
Focusing on meeting the ruling standards and the right solution, must be taken into consideration when adopting Rule 498A.
Guy Stanzione - Director, SEC Compliance Services