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The 2022 Lipper Fund Award mutual fund and ETF winners

The Globe and Mail offers the most authoritative news in Canada, featuring national and international news

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SEC Requires Tailored Shareholder Reports And Amends Fund Advertising Rules - Shareholders

Recently, the U.S. Securities and Exchange Commission (SEC) adopted rule and form amendments for registered open-end funds (Final Rules) that will substantially change.

Fund class nameExchange commissionFund statisticsDevelopment companiesManagement discussion of fund performanceMaterial fundFinal rulesShareholder reportsMutual fundsClass nameExchange traded fundsFund performanceGraphical representationFinancial statementsIncluding closed end fundsMarketing rule

SEC Requires Tailored Shareholder Reports and Amends Fund Advertising Rules | Morrison & Foerster LLP

Recently, the U.S. Securities and Exchange Commission (SEC) adopted rule and form amendments for registered open-end funds (Final Rules) that will substantially change the form and.

Business development companiesFund class nameFund statisticsGraphical representation of holdingsMorrison foersterMaterial fundExchange commissionMorrison foerster llpManagement discussion of fund performanceFinal rulesEffective januaryShareholder reportsMutual fundsExchange traded fundsClass nameFund performance

SEC Adopts Amendments To Shareholder Reports And Advertising Rules - Shareholders

On October 26, 2022, the US Securities and Exchange Commission voted to adopt rule and form amendments .

Fund class nameFund statisticsInvestment companyGraphical representation of holdingsMaterial fundStatement on material fundExchange commissionManagement discussion of fund performanceManagement discussion of fundFund costs for theFederal registerAmended formCurrent formContaining similarAnnual reportBoth annual report

SEC Adopts Amendments to Shareholder Reports and Advertising Rules | Goodwin

On October 26, 2022, the US Securities and Exchange Commission (SEC) voted to adopt rule and form amendments (the “final rules”) related to (1) shareholder reports of mutual funds and.

Fund class nameFund statisticsInvestment company advertising rule amendmentsGraphical representations of holdingsInvestment companyGraphical representation of holdingsExpenses in investment company sales literatureFund expensesMaterial fundStatement on material fundExchange commissionManagement discussion of fund performanceFund costs for theFederal registerShareholder reportsOpen end mutual funds

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