Market Moments: SEC’s Amendments to the Mutual Funds Shareholder Report

March 8, 2023

Join Seward & Kissel registered funds partner Paul Miller and counsel Alex Alberstadt for a discussion regarding the SEC’s amendments to rules governing mutual fund shareholder reports, including the new Tailored Shareholder Report format, and what happens to the other information currently included in shareholder reports. Alex and Paul will also discuss:

•    the background on the Rule
•    key changes to the shareholder report
•    material fund changes
•    the changes to Rule 30e-3

Date: Wednesday, March 15, 2023
Time: 12:00pm ET
Duration: 20 minutes


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