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Disclosure Modernization Webinar Series: Shareholder Report Workshop

Date: December 2022
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A “Shareholder Report Workshop” webinar that will review a mock shareholder report designed to reflect the new shareholder report disclosure requirements under the final rule and form amendments. These reforms will significantly change shareholder report content and delivery requirements for open-end mutual funds and exchange-traded funds. Learn how to comply with the new requirements and discuss potential challenges.

  • Keri Riemer
Find more items tagged as: Asset Management and Investment Funds, SEC Disclosure Modernization Initiative
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