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. It is important for companies to solve for these complexities ahead of the July 2024 compliance date.
In DFIN’s new podcast, Eric Bonshock, Solution Services Expert, and Josh Hehnly, Director, Solution Services, discuss what eDelivery is, why it’s important within the context of the Tailored Shareholder Reports ruling, and how to find the right solution provider to solve for future delivery challenges.
