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Break down the essential elements for compliance.
Open-end mutual funds and most ETFs will be required to send streamlined summary annual and semi-annual reports starting July, 2024. The new concise and visually engaging Tailored Shareholder Reports will replace full shareholder reports and existing 30e-3 notices.
This snapshot guide outlines the essential elements of these reports.
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| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |