DFIN Solves for
the Tailored Shareholder Reports Rule
Navigating the requirements of the SEC’s Tailored Shareholder Reports (TSR) ruling introduces operational changes and challenges to your organisation. Backed by the experience and expertise of an established market leader, DFIN provides a streamlined TSR solution for a complex regulation.
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
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.
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