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Disclosure Modernization Webinar Series: Shareholder Report Workshop

Date: 7 December 2022
Time: 1:00 PM - 2:00 PM ET
Location: via Webinar
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In the second installment of our Disclosure Modernization Webinar Series is 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.

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