Regulatory disclosure for corporations

Can accurate, on-time document drafting and filing be accomplished without the pressure?

When errors can lead to serious consequences, you need a partner like Toppan Merrill to ease the burden of ever-changing regulations and tight deadlines for complex filings and shareholder communications. Minimize risk with leading technology solutions backed by world-class service and subject-matter expertise you can count on.

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Periodic and Interim Reporting

Is it possible in regulatory filing and periodic reporting to simplify logistics and minimize risk at the same time?

Lean into Toppan Merrill’s world-class technology solutions to meet evolving disclosure requirements. Draft, format, perfect, file and deliver your financial documents and shareholder communications with speed, security and accuracy.

  • Count on world-class service and subject-matter expertise
  • Minimize risk with leading technology solutions
  • Work the way you want to work
  • Trust in the strongest security available

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Annual Meeting and Proxy Solutions

What if there were a stress-free way to navigate evolving trends, improve shareholder engagement, combat activism, improve voting results, eliminate unnecessary steps in the process and stay within your budget?

No one makes it easier to get shareholder communications done right.

  • Streamlined process and outcome improvement with our consultative approach
  • Unmatched expertise in developing custom-designed communication materials to engage investors
  • Proactive support every step of the way to enhance effectiveness of content and documents, improved efficiency and cost savings
  • Cost-effective solutions for print and mail

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Automated SOX Compliance

SOX compliance strains enterprise resources and increases risk due to the need for project progression visibility, cross-department dependencies, significant resource dedication, and internal audit crowd-out.

Toppan Merrill’s intuitive, collaborative, SaaS solution maintains all business locations, processes, risks and controls in a single, end-to-end solution.

  • A comprehensive technology solution built on SOX rules and business process logic
  • Integrated workflow management engine
  • Real-time dashboards and reporting
  • Smart tools for role-based permissioning

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SERVICES

iXBRL and EDGAR for US-GAAP and IFRS Filers

Successfully manage regulatory disclosure requirements and ensure your XBRL / iXBRL instance mirrors your EDGAR submission with our industry-leading expertise and Toppan Merrill Bridge, our best-in-class disclosure management software.

Proxy Statements and Annual Reports

Create proxy statements and annual reports, submit to the SEC, and effortlessly print and distribute to shareholders.

SEDAR Filing

As an original adopter and tester of SEDAR, Toppan Merrill specializes in CSA submission requirements and stays apprised of regulatory changes to ensure error-free filing.

Section 16 Filing

Streamline compliance with Section by electronically filing Forms 3, 4 and 5 on SEC Connect, Toppan Merrill’s secure, web-based, self-service platform.

iXBRL for ESEF Filings

Leverage our simple, fast and cost-effective solution to complete your initial XBRL mapping, create the XBRL instance document, and submit the filing to your Regulatory Authority.

Document Content Management

Develop regulatory disclosure documents securely, review them for accuracy, and revise them using familiar Microsoft® editing tools.

Document Design & Formatting

Typeset capabilities to all required formats including SEC-compliant outputs, customized corporate identity layouts and every underwriter style.

Print & Distribution

Utilize world-class print-on-demand and distribution services to streamline your financial disclosure projects and distribute them to shareholders on time and on budget.

TECHNOLOGY

TOPPAN MERRILL

BridgeTM

Built on the Microsoft® Office® platform, Bridge integrates seamlessly and intuitively with the tools you already use, unlocking full control, collaboration and confidence to meet global regulatory disclosure requirements. Bridge streamlines the process with superior speed, security and accuracy.

 

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TOPPAN MERRILL

SOX Automation

From documentation, walkthrough testing, full testing, and deficiency remediation to control execution, Toppan Merrill’s SOX Automation technology solves every challenge at every stage gate, keeping you ahead of SOX compliance requirements.

This technology, infused with 50+ years of industry expertise, creates efficiencies, transparency, and predictability of cost.

 

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PRODUCTIVITY UNLOCKED

50+

years successfully navigating complex SEC requirements

1.2M+

hours of XBRL consulting

1.1M+

global regulatory filings

INSIGHTS

INSIGHTS

Toppan Merrill 2021 Compliance Calendar

Proactive Partnerships: We are trusted, responsive partners. We work to understand your unique needs and create solutions …

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INSIGHTS

2021 SEC Reporting Rules Forms 10-K, 10-Q, 8-K & SD

Regulation S-K Information Integrated as Required.

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INSIGHTS

2021 SEC Reporting Rules Guidebook For Proxy Statements

Regulation S-K Information Integrated as Required

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