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Get Expert Answers to Your Rule 30e-3 Compliance Questions
Listen to an informational session and interactive Q&A on best practices and solutions for compliance with the SEC's newly passed rule.
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Rule 30e-3
Preference Capture Solution
"Higher e-adoption through deployment of new technology and elimination of paper through consolidation, householding and suppression saves the fund industry hundreds of millions of dollars annually. Just in the past 12 months, elimination of print, paper and postage costs for 68% of mailings have saved fund shareholders $440M. These savings are expected to continue to grow and reach $550M by 2021, when we project 80% of mailings to be eliminated."
Simplify financial and regulatory reporting