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The SEC's New Rule Demonstrates That It Believes Shareholder Reports, Like Clothes, Should Be Tailored to You | K&L Gates LLP - Vimarsana News

The SEC's New Rule Demonstrates That It Believes Shareholder Reports, Like Clothes, Should Be Tailored to You | K&L Gates LLP

Published: November 22, 2022

On 26 October 2022, the Securities and Exchange Commission (SEC) adopted final rules and form amendments (the Final Rules) representing significant reforms to the content and delivery...

Source: jdsupra.com
Related Topics:
Fund Class NameFund StatisticsGraphical Representations Of HoldingsKl GatesInvestment CompanyFeeder FundExchange CommissionSecurities ExchangeManagement Discussion Of Fund PerformanceMaterial Fund Changes SectionFinal RulesProposed RulesFinal RuleTailored ShareholderClass NameReport Covering LessFull Reporting PeriodSecurities ActInvestment Company ActSecurities Exchange ActFederal Register
SEC Amended Forms Highlights Shareholder Fund Investment Focus - Vimarsana News

SEC Amended Forms Highlights Shareholder Fund Investment Focus

Published: November 17, 2022

SEC amended Item 27 to Form N-1A, creating a new concise and visually engaging form of shareholder report focusing on information the SEC believes is particularly important for retail shareholders to assess and monitor their fund investments on an ongoing basis.

Source: natlawreview.com
Related Topics:
Fund Class NameFund StatisticsGraphical Representations Of HoldingsInvestment CompanyFeeder FundExchange CommissionSecurities ExchangeManagement Discussion Of Fund PerformanceMaterial Fund Changes SectionFinal RulesProposed RulesFinal RuleTailored ShareholderClass NameReport Covering LessFull Reporting PeriodSecurities ActInvestment Company ActSecurities Exchange ActFederal RegisterFund InvestmentsEc Amended Item 27 To Formn 1aHareholder Framework Reports