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New Summary Prospectus Rule and Form N-1A Changes

April 14, 2009  12:00 - 1:30 p.m. EDT

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Attend via webinar


Please join us for a complimentary webinar regarding the SEC's new summary prospectus rule and the substantial revisions to Form N-1A, which prescribes the content of prospectuses for mutual funds, exchange traded funds (ETFs) and underlying funds to variable annuity and variable life insurance contracts.

Topics to include

  • Revisions to Form N-1A, including changes specific to mutual funds, ETFs and underlying funds;
  • Requirements of the summary prospectus;
  • New summary prospectus delivery options and legal considerations;
  • Considerations for implementing the new rule and changes; and
  • Technology checklist for the summary prospectus.

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