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

Testing

Q2 2024

Ready to launch