FilePoint provides technical typesetting services for prospectuses, financial shareholder reports, proxies, fact sheets, and other fund documents with speed and accuracy.
Our typesetting platform allows us to automate the HTML and iXBRL for SEC filing with the push of a button.
We offer a complete turnkey solution to format your typesetting documents, print them, distribute them to your investors, post them online, and file them with the SEC in whichever data format you require.
Leveraging proprietary technology, our team of typesetting experts does the work to ensure your documents are clean, stylized, and consistent.
Our change-tracking software lets you see exactly what has been modified in your document since the previous draft.
We can customize our service offering to best suit your specific needs with tailored workflow and automated data integration.
The Securities and Exchange Commission (“SEC”) issued a notice to Dimensional Fund Advisors on September 29, 2025, granting their request to combine mutual funds and ETFs into a single investment vehicle, pending regulatory review.
A government shutdown is in effect as of Oct. 1, 2025, and this will impact some SEC operations related to filings. As of yesterday, the Division of Corporate Finance has updated their guidance during a government shutdown.
SEC Chair Paul Atkins released a statement on Thursday, Sept. 4, 2025, announcing the Office of Information and Regulatory Affairs’ release of the Spring 2025 Unified Agenda of Regulatory and Deregulatory Actions. The regulatory agenda outlines the SEC’s list of forthcoming rulemakings, including those that are in the pre-rule stage, proposed rule stage, and final rule stage for Spring 2025.
