DFIN Solves for
the Tailored Shareholder Reports Rule
DFIN understands that the Tailored Shareholder Reports ruling may have a variety of impacts to your business and we know that comes with uncertainty and increased scrutiny. You can rest assured that DFIN is the right partner along this journey and will help you conquer the operational challenges that Tailored Shareholder Reports may uncover.
Experience the DFIN TSR Difference
Impacting nearly 12,000 funds & ETFs and 32,000 share classes, the SEC's Tailored Shareholder Reports rule presents significant operational changes to the industry in multiple compliance areas. Whether you use our ArcReporting® solution or managed/traditional service models, see how DFIN can reduce TSR complexity for your organisation.
iXBRL Tagging
Data Reconciliation
Dynamic TSR Templates
Dashboard-Driven Process Control
Web Hosting
Quantifying TSR Complexity
Want to better understand how the Tailored Shareholder Reports ruling might impact your workflow and output? Try DFIN's TSR online calculator. Simply enter the number of share classes for a filing and see how the 2024 compliance date will add complexity to the work your organisation is doing today.
Enter number of Share Classes
Today
Composition
Documents include the annual report or semi-annual report
1
iXBRL
iXBRL not required
0
Documents Web Hosted
Annual report or semi-annual report
1
Printing
Current annual report or semi-annual report must be delivered upon request
1
After the TSR Compliance Date
Composition
Documents include each TSR and Form N-CSR / N-CSRS
iXBRL
iXBRL is required for each TSR
Documents Web Hosted
Documents to be hosted - each TSR and N-CSR / NCSRS (Items 7-11)
Printing
Print is required for each TSR, and for Items 7-11 of N-CSR / N-CSRS if requested
This calculator is for illustrative purposes only. Numbers are approximate.
TSR Complexities You Can Solve for Today: Web Hosting & ADA Compliance
In DFIN’s new podcast, Brian Lynch, Vice President, Solution Services, and Joe Wash, Solution Services Expert, discuss the importance of web hosting and ADA compliance and why companies should be planning for their solution today.
eDelivery for TSR:
A More Efficient and Cost-Effective Distribution Solution
Satisfying regulatory compliance can put a burden on your staff and, depending on your approach, can strain your budget. With ArcDigital eDelivery from DFIN, you can send TSR compliance materials via email. It’s less costly, customizable and easier to manage.
Understanding the iXBRL Requirements Around the Tailored Shareholder Reports Ruling
Have questions about the iXBRL requirements for Tailored Shareholder Reports ruling? DFIN has answers. Our FAQ document provides answers to the most commonly asked questions regarding the iXBRL requirements for the Tailored Shareholder Reports ruling as set by the SEC.
Download nowTo have a deeper conversation, please contact us to learn more and talk to an expert about Tailored Shareholder Reports.
or
call +44 203 047 6100