Posted on Friday, September 22, 2023

The Securities and Exchange Commission (SEC) published its final rule Investment Company Names, which calls for enhanced prospectus disclosure requirements pertaining to the terminology used in fund names as well as additional for reporting on Form N-PORT regarding compliance with the names-related regulatory requirements. This rule requires funds to tag most of the new information required under these amendments using Inline XBRL. The rule is effective 60 days after publication in the Federal Register.

See the final rule posting with rule, comments received, and fact sheet.





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