Tailored Shareholder Reports Archives

Top 3 things to know about the Tailored Shareholder Reports Rule

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

June 20, 2023

How the new SEC TSR Rule impacts your EDGAR filing

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

Tailored Shareholder Reports: 6 things to consider before your first filing

To modernize shareholder communications the SEC will require condensed, easily comprehensible, visually engaging content, with a simplified fee disclosure, tailored...

Guy Stanzione - Director, SEC Compliance Services

March 16, 2023

SEC introduces Tailored Shareholder Reports (including iXBRL) to modernize investor communication

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

Capital Markets

Corporate Compliance

Financial Services Regulatory Disclosure and Marketing Communications

Health Plans Member Communications

The state of ESEF – Part 2: What is next for ESEF?

Tailored Shareholder Reports

Articles

Top 3 things to know about the Tailored Shareholder Reports Rule

How the new SEC Tailored Shareholder Report rule impacts your EDGAR filing

Tailored Shareholder Reports: Managing the SEC website hosting requirements

Tailored Shareholder Reports: 6 things to consider before your first filing

SEC introduces Tailored Shareholder Reports (including iXBRL) to modernize investor communication