Tailored Shareholder Report Rule Implementation Timeline


Q1 2023

Understand the details, components and challenges of the rule

Q2 2023

Assess data sources, workflow, timelines and outstanding data

  • Data mapping, template creation, workflow design, map taxonomy

Implement other considerations

  • Broad-base index changes
  • Define process for identifying material changes

Hold conversations with various parties

  • Admin, adviser, audit, legal, marketing

Q3 2023

Review and refinement of data mapping, output, workflow design

Q4 2023

Solution implementation and testing


Q1 2024


Q2 2024

Ready to launch