Post regulatory documents online without the hassle.
Meeting the SEC’s requirements for making regulatory content available online can be complex and time-consuming. Our FundDocs hosting solution simplifies the entire process to provide seamless, compliant hosting for prospectuses, shareholder reports, summary prospectuses, supplemental filings, and more.
Comprehensive SEC Document Hosting
We support posting and hosting for:
Documents are posted immediately after submission—reducing manual effort and regulatory risk.
Why Choose Our FundDocs Hosting Solution
Flexible Integration with Your Fund Website
Our document tables can be deployed as:
Modern, Fully Responsive Layouts
All layouts are:
Streamlined Fulfillment Services
To support investor access requirements, users can:
Technology + Regulatory Expertise
At our core, we are regulatory experts, so our solutions are built for funds, by experts in SEC disclosures, filings, and compliance.
With proprietary automation and experienced oversight, we help firms:
Talk to a Fund Document Hosting Specialist
Ready to modernize your fund website disclosures?
Contact us to learn how our SEC-compliant fund document hosting services can simplify hosting, reduce risk, and ensure your regulatory materials are always available when investors need them.
The SEC adopted amendments to Reg S-P requiring broker-dealers, investment companies, registered investment advisors, and transfer agents to implement and maintain policies and procedures regarding an incident response program designed to detect, respond, and recover from unwarranted access or use of client information.
