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.
The Securities and Exchange Commission (“SEC”) issued a notice to Dimensional Fund Advisors on September 29, 2025, granting their request to combine mutual funds and ETFs into a single investment vehicle, pending regulatory review.
A government shutdown is in effect as of Oct. 1, 2025, and this will impact some SEC operations related to filings. As of yesterday, the Division of Corporate Finance has updated their guidance during a government shutdown.
SEC Chair Paul Atkins released a statement on Thursday, Sept. 4, 2025, announcing the Office of Information and Regulatory Affairs’ release of the Spring 2025 Unified Agenda of Regulatory and Deregulatory Actions. The regulatory agenda outlines the SEC’s list of forthcoming rulemakings, including those that are in the pre-rule stage, proposed rule stage, and final rule stage for Spring 2025.
