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Webinar

Webinar: SEC Rule 30e-3 and Proposed Fund Disclosure Rules

Strategies for Implementation


Watch this on demand webinar to learn strategies for implementation of the SEC's Rule 30e-3 in advance of the initial January 1, 2021 implementation date.

This webinar will also cover the latest proposed rulemaking from the SEC including:

  • Tailored Shareholder Reports
  • Treatment of Annual Prospectus Updates for Existing Investors
  • Improved Fee Risk Disclosure for Mutual Funds and Exchange-Traded Funds (ETFs)
  • Fee Information in Investment Company Advertisement

Please register to watch this on demand replay.

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