With increasing volume and complexity,
EA TSR solves for the complexity this new regulation unveils through its full suite of services and solutions.
DATA CONNECTION
Import Data from various sources to procure TSR template
ADA COMPLIANCE
Receive ADA tagged PDFs for web distribution and Accessibility tools
TYPESETTING
Utilize our TSR Template or customize with File with StyleTM options for print and web-ready PDFs
WEB HOSTING
Streamline the electronic filing of Tailored Shareholder Reports and Form N-CSR
EDGAR HTML
Experience the speed of our single-source publishing to EDGAR® HTML
E-DELIVERY
Deliver TSR PDFs via email with a programmed distribution list, branded template, and ensure 17A-4 requirements are met
iXBRL TAGGING
Streamline the electronic filing of Tailored Shareholder Reports and Form N- CSR
PRINT & DISTRIBUTION
Support shareholder distribution and print on-demand
SEC FILING
Our SEC experts ensure you have everything in place for the N-CSR filing
KEY TAKEAWAYS ON TSR
- Individual TSR required for each fund and class share
- Long form shareholder information moved to Form N-CSR with renumbered items
- Inline XBRL tagging requirements with OEF taxonomy
- Reports should be concise and visually engaging
- TSRs must be made available for print distribution if not opted in for electronic delivery
- The rule has an effective date of July 24, 2024
FIND OUT WHY WE’RE THE FASTEST GROWING FILING AGENT AND SERVICE PARTNER IN THE INDUSTRY.