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.
On August 28th, 2024, the SEC (Securities and Exchange Commission) announced in a press release that it adopted amendments to Form N-PORT and Form N-CEN. These amendments are intended to provide more transparency to the SEC and to investors. These amendments will adjust some reporting and timing requirements for both forms. Details on these changes, and what you may need to know, are outlined below.
On July 1, 2024, the SEC adopted amendments to provide a tailored form to register the offerings of registered index-linked annuities.
The staff of the Securities and Exchange Commission (SEC) published a report of Registered Fund Statistics on April 24, 2024. The report, which will be issued on a quarterly basis going forward, is the first aggregated report that reflects both the public and non-public information filed on Form N-PORT.
