Whether your financial printing needs are in quantities of one hundred or one million, FilePoint can handle it. With print-on-demand capabilities, we make it easy to complement your filing needs with traditional printing.
We can manage the smallest or largest of quantities.
Whether you need a striking, glossy, full color job or a simple black and white document, we can handle it all, including statutory prospectuses, summary prospectuses, shareholder reports, and more.
FilePoint offers a proprietary ordering platform for fulfillment of regulatory documents. We will customize this program specific to your ordering process, so you can get what you need, easily and seamlessly.
The SEC recently announced two updates regarding Form N-PORT. First, the SEC announced on Feb. 20, 2026, that it is proposing amendments to reporting requirements on Form N-PORT that would apply some relief to certain registered investment companies, including registered open-end funds, registered closed-end funds, and certain exchange-traded funds.
On Jan. 30, 2026, the EDGAR Business Office announced that updated guidance is available regarding file size limits. The guidance also includes information regarding how filers can ensure that their file size meets the EDGAR requirements.
Recently, some large financial institutions, including intermediaries, wrap sponsors, and broker-dealers that hire outside advisers for their clients, have specified that advisers who use their platforms need better, higher-level accessibility conformance on Part 2 of their Form ADV PDFs and on Form CRS.
