The Securities and Exchange Commission (SEC) has issued a set of FAQs on Tailored Shareholder Reports (TSR), offering insights into key aspects of compliance. This latest update provides guidance in anticipation of the approaching compliance deadline on July 24, 2024.
XBRL US recently submitted feedback on the US Securities and Exchange Commission’s (SEC) proposed draft Open-End Fund Taxonomy (OEF), published in May.
Last year the US Securities and Exchange Commission (SEC) adopted welcome amendments that requires open-end funds (OEF) to prepare concise, visually engaging, iXBRL tagged annual and semi-annual reports for investors and shareholders. This week, the SEC took an important step towards the implementation of that rule with the publication of a draft taxonomy.
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