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Items tagged with "Shareholder"

Preparing for tailored shareholder reports

In a bid to enhance transparency and accessibility for retail investors, in 2022 the US Securities and Exchange Commission (SEC) introduced rules on tailored shareholder reports for open-end funds.

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SEC releases FAQs on tailored shareholder reports

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.

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SEC proposes improved Shareholder disclosures

Regulators today collect a wealth of information on companies to help keep capital markets safe, however, not all that data is relevant for the average investor. This summer the US Securities and Exchange Commission (SEC) has proposed an overhaul of disclosures aimed at shareholders, designed to make them more accessible and useful for retail investors.

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