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DFIN Solves for
the Tailored Shareholder Reports Rule

DFIN understands that this 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.

Significant Industry Transformation

Impacting nearly 12,000 funds & ETF's and 32,000 share classes, the SEC's Tailored Shareholder Reports rule presents significant operational changes to the industry in multiple compliance areas as demonstrated here. Seeing how it compares to previous SEC rules illustrates the depth, breadth and timing impacts of this ruling.

  • Funds / VIP
  • New filed document
  • Share class level reporting
  • iXBRL
  • Web hosting enhancements
  • Layered disclosure
  • EDGAR changes
  • ADA recommended
  • Summary Pro2010
  • Summary Pro2010
  • Both
  • Phased in
  • 30e-3 Notice and Access2021
  • 30e-3 Notice and Access2021
  • Both
  • 498A VIP Summary Pro2021
  • 498A VIP Summary Pro2021
  • VIP
  • Phased in
  • Tailored Shareholder Reports2024
  • Tailored Shareholder Reports2024
  • Both

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 organization 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.

INFOGRAPHIC

Seven Key Rule Components to Prepare For

View our infographic that outlines the seven key components of the Tailored Shareholder Reports rule and how DFIN’s flexible end-to-end solution can support your business every step of the way.

View infographic
TSR FAQ
FREQUENTLY ASKED QUESTIONS

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 now

Get a Sample Report Now

Want to know what a sample report may look like? DFIN created an initial representative sample of what the Tailored Shareholder Report could look like in 2024.

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To have a deeper conversation, please contact us to learn more and talk to an expert about Tailored Shareholder Reports.

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call +1 800 823 5304