If you don’t feel ready for implementation, or if you aren’t sure where you stand, we can help.
Ready to get started? Enter your info below to receive a custom quote:
Our Tailored Shareholder Reports Accelerated Implementation Timeline is intended to help those who need help completing Tailored Shareholder reports implementation, on a condensed timeline. Reference the timeline below to determine how long your Tailored Shareholder Reports may take to complete, based on your number of share classes, and still meet the June 2024 compliance deadline.
Ready to get started? Contact us today.
Tailored Shareholder Reports Accelerated Implementation Timeline
| Number of Share Classes | FilePoint Needs | Timeline |
|---|---|---|
| ≤ 10 classes | Current data, PDF examples of previous reports | 3 days* |
| 11-50 classes | Default settings and style template, data files and user list | 1 week* |
| ≥ 51 classes | Default settings and style template, data files and user list | 2 weeks* |
| Full TSR Use, no quantity limits | Custom templates, custom data validation/exception reporting, data files and user list | 1 month/6 weeks/2 months* |
*Timelines are rough estimates based on number of share classes and assuming FilePoint has access to all items listed in the “FilePoint Needs” column. Specific timelines will be provided upon receiving specific information regarding filing size and needs.
