Simplify your process for posting fund material to meet the needs of the SEC’s increasing requirements for the availability of regulatory content on fund websites. Using our FundDocs hosting solution, we provide seamless prospectus hosting, fund document hosting, and more.
Document table can either be used as a standalone web page or seamlessly embedded into an existing page of a fund website.
Layouts are fully responsive (i.e., mobile friendly) and can be customized with orientation, logos, text, and additional documents.
Documents are posted immediately after filing, including the integration of supplemental filings.
Linking and layering requirements are easily fulfilled, including summary prospectus and tailored shareholder reporting posting obligations.
Users can also request a copy of the document via email or a mailed copy to meet fulfillment requirements.
On November 8, 2024, the SEC’s Division of Investment Management’s Disclosure Review and Accounting Office (DRAO) published key takeaways based on their review and monitoring of tailored shareholder report implementation. The staff has identified several recurring issues in this report.
On November 8, 2024, the SEC’s Division of Investment Management’s Disclosure Review and Accounting Office (DRAO) published key takeaways based on their review and monitoring of Tailored Shareholder Report (TSR) implementation. The staff has identified several recurring issues in this report.
