FilePoint creates, updates and maintains fully SEC- and FINRA-compliant fund websites. Working exclusively with funds and investment advisers, we understand the compliance requirements and time sensitivity of the industry and have the ability to create customized financial website designs.
Each fund website and adviser website design is created based on your preferences and branding specifications.
Full support for additional funds or fund families. New funds or new pages can be added quickly and efficiently.
Regulatory documents are automatically uploaded upon completion, including all linking and layering compliance requirements.
We can incorporate daily NAVs, stock tickers, commentaries, charts, videos, ETF 6c-11 data, and any other content requested.
Website features can be automatically updated through external data feeds, refreshing without user intervention.
Our secure and redundant environment ensures maximum uptime as well as ample bandwidth.
In response to a significant increase in the number of registered closed-end funds that invest in private funds (CE-FOPF), as well as the evolution of the SEC’s oversight of both registered funds and private fund advisers, the SEC announced in Accounting and Disclosure Information (ADI) stating that its staff will no longer provide comments requesting the registrant either (i) include accredited investor status and minimum investment requirements, or (ii) limit its private fund investments to 15 percent of its assets.
On August 25, 2025, the Fifth U.S. Circuit Court of Appeals remanded two rules adopted during the Biden administration, giving hedge fund associations a partial victory. The rules were not vacated. However, the Securities and Exchange Commission (“SEC”) must now review them in light of the court’s opinion.