Whether your financial printing needs are in quantities of one hundred or one million, FilePoint can handle it. With print-on-demand capabilities, we make it easy to complement your filing needs with traditional printing.
We can manage the smallest or largest of quantities.
Whether you need a striking, glossy, full color job or a simple black and white document, we can handle it all, including statutory prospectuses, summary prospectuses, shareholder reports, and more.
FilePoint offers a proprietary ordering platform for fulfillment of regulatory documents. We will customize this program specific to your ordering process, so you can get what you need, easily and seamlessly.
The SEC issued a press release on Friday, February 7th, with a decision to provide a temporary exemption from compliance with Rule 13f-2 and Form SHO reporting until 2026. As a result of the exemption, the first reporting period will now be January 2026.
On January 8, the SEC’s Division of Investment Management issued new FAQs on the Investment Company Names Rule, which was amended in 2023. These amendments aim to increase shareholder protection by increasing the scope of funds required to adopt a policy to invest at least 80% of its assets based on the investment approach suggested by the fund name, as well as notice and recordkeeping requirements related to these policies.
