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SEC Rule 498A - learn how to improve the customer experience and your bottom line with these resources.
As of July 1, 2020 providers can replace lengthy contract prospectuses for variable annuity and variable life insurance products with simple summaries. The summaries are easier for investors to understand and provide new savings on costs of paper and postage (SEC Rule 498A). Learn more about this with our resources.
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Simplify financial and regulatory reporting
Broadridge is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resilience, elevating business performance, and transforming investor experiences.
