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DFIN understands that this ruling may have a variety of impacts to your business and we know that comes with uncertainty and increased scrutiny. You can rest assured that DFIN is the right partner along this journey and will help you conquer the operational challenges that Tailored Shareholder Reports may uncover.Talk to an expert
The SEC has finalized the Tailored Shareholder Reports Ruling. Discover what this means for your business and how DFIN can ensure your complete readiness ahead of the July 2024 compliance date.Read full article
Impacting nearly 12,000 funds & ETF's and 32,000 share classes, the SEC's Tailored Shareholder Reports rule presents significant operational changes to the industry in multiple compliance areas as demonstrated here. Seeing how it compares to previous SEC rules illustrates the depth, breadth and timing impacts of this ruling.
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