With less than six months to go until the shift to Tailored Shareholder Reports, is your firm prepared?

The SEC ruling introduces a level of complexity that goes beyond a basic redesign. Without a well-thought-out plan, the increase in workload and tight deadlines could disrupt operations and strain resources.

Broadridge can help. We’ve made it easier to compose, iXBRL tag, print, mail, e-Deliver, webhost and file the new reports required.

Review our checklist to help verify readiness, compliance and a better shareholder experience.