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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.
