Simplify your process for posting fund material to meet the needs of the SEC’s increasing requirements for the availability of regulatory content on fund websites. Using our FundDocs hosting solution, we provide seamless prospectus hosting, fund document hosting, and more.
Document table can either be used as a standalone web page or seamlessly embedded into an existing page of a fund website.
Layouts are fully responsive (i.e., mobile friendly) and can be customized with orientation, logos, text, and additional documents.
Documents are posted immediately after filing, including the integration of supplemental filings.
Linking and layering requirements are easily fulfilled, including summary prospectus and tailored shareholder reporting posting obligations.
Users can also request a copy of the document via email or a mailed copy to meet fulfillment requirements.
As part of the Filing Fee Disclosure and Payment Methods Modernization rule, all fee-bearing forms will require the fee exhibit to be tagged with iXBRL. The amendments are intended to improve the filing fee preparation and payment processing by facilitating enhanced validation through filing fee structuring.