Innovation with purpose: How Bridge saves you more time and effort Toppan Merrill Bridge continues to deliver the most intuitive and efficient workflow for external reporting professionals, freeing teams to prepare... Chase Bongirno - Director of Product Management July 16, 2024
The Ultimate Guide to Tailored Shareholder Reports In attempt to modernize shareholder communication the SEC is now requiring all funds that file under Form N-1A to produce... Guy Stanzione - Director, SEC Compliance Services July 9, 2024
SEC FAQs: Compliance date and Inline XBRL issues With the rapidly approaching initial cycle for Tailored Shareholder Reports (TSR) just around the corner, the focus is shifting to... Guy Stanzione - Director, SEC Compliance Services June 24, 2024
SEC modernizes cybersecurity reporting for public companies: Inline XBRL overview The SEC adopted a new cybersecurity reporting rule affecting domestic and foreign private issuers. Issuers will be required to iXBRL... Jennifer Froberg - Sr SEC Product Specialist November 7, 2023
Modernization of filing fee disclosures – preparing for iXBRL Beta testing in October 2023 On June 16, 2023, the SEC announced the next stage of the rule implementation: an EDGAR filing fee Beta testing... Jennifer Froberg - Sr SEC Product Specialist June 27, 2023
Important Topics Related to Insider Trading Disclosure and iXBRL Tagging The SEC continues their focus on effective corporate governance and transparent executive compensation disclosure with the adoption of the Insider Trading... Jennifer Froberg - Sr SEC Product Specialist June 19, 2023
How the new SEC Tailored Shareholder Report rule impacts your EDGAR filing The SEC has been focusing on digitally transforming and modernizing all aspects of fund operations for many years. Changes like... Guy Stanzione - Director, SEC Compliance Services May 10, 2023
Tailored Shareholder Reports: Managing the SEC website hosting requirements In recent years the SEC has been focused on modernization and digital transformation, with the goals of: 1. Transparency and... Guy Stanzione - Director, SEC Compliance Services May 2, 2023
SEC mandates iXBRL tagging of actively sold variable products. The compliance requirement details. Effective Jan. 1, 2023, Variable Product issuers of actively sold contracts are now required to file registration statements and definitive... Guy Stanzione - Director, SEC Compliance Services February 13, 2023
SEC modernizes investor communication with Tailored Shareholder Reports (including iXBRL) On October 26, 2022, by a vote of 5-0, the SEC adopted amendments to the requirements for Annual Report and... Guy Stanzione - Director, SEC Compliance Services November 17, 2022