The state of ESEF – Part 2: What is next for ESEF? In this second blog of a three-part ESEF series, Danny Northey, Bartek Czajka and Martin Lorentsson share their thoughts on... Toppan Merrill November 9, 2023 Corporate Compliance
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 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