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 February 10, 2022, the SEC proposed amendments to certain rules that govern beneficial ownership reporting. The amendments include revising filing deadlines for initial and amended reports filed on Schedules 13D and 13G, clarifying and affirming rules as applied to two or more persons that form a group under the Securities Exchange Act of 1934, and requiring submissions to be in XML format.
On May 4, 2023, the U.S. Securities and Exchange Commission shared a draft version of the Open-End Fund (OEF) taxonomy and taxonomy guide to provide additional guidance on this aspect of the Tailored Shareholder Reports (TSR) rule.