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Glossary Key industry terms and common questions. On The Dot Updated: March 8, 2024 Podcast: TSR ready. Are you absolutely sure? Tackling the data and content management challenges. [9:12] A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling the data and content management challenges at the share class level. See all Market Updates Events Blog open Search open Login menu Bridge Content Control My Workspace Document Delivery Insurance Solutions SEC Connect SOX Automation Contact Blog Updates & Insights On The Dot Regulatory disclosure and compliant communications - direct from the experts. Podcast: TSR ready. Are you absolutely sure? Tackling the data and content management challenges. [9:12] A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling the data and content management challenges at the share class level. Updated: March 8, 2024 Listen Now Search blog posts Filter by categories Filter by topics Subscribe for Updates Join the newsfeed to receive updates from On The Dot. Subscribe Now What Fund Managers Need to Know About SEC Form N-PX In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on... Cooley LLP May 6, 2024 Corporate Compliance Financial Services SEC Modernizes Beneficial Ownership Reporting on Schedule 13D and 13G with XML format Our Toppan Merrill experts break down the SEC’s final rule to update beneficial ownership reporting for Schedule 13D and 13G... Jennifer Froberg - Sr SEC Product Specialist April 18, 2024 Corporate Compliance 5 steps to move toward omnichannel member experiences As more and more people enroll in Medicare Advantage there is an increase in the amount of digital savvy members.... Jen Trewick - Principal Product Manager April 17, 2024 Health Plans Canada’s Supply Chains Act: What to consider when preparing your first report‎ DLA Piper provides key considerations for Canadian companies to be in compliance with the Supply Chains Act DLA Piper April 4, 2024 Corporate Compliance Tailored Shareholder Reports: Binding allowance and website availability for Variable Insurance Products The FAQ provided needed clarity about document assembly and binding, but left uncertainty about the website hosting requirement of underlying... Guy Stanzione - Director, SEC Compliance Services March 29, 2024 Financial Services SEC Climate Disclosure Rule: Timing Uncertain as Legal Challenges Move to Eighth Circuit In a blog posted on March 26, 2024, Wiley highlights the topic of uncertain timing for the SEC Climate Disclosure... Wiley March 29, 2024 Corporate Compliance MAOs need to digitally transform the member experience—here’s how Medicare Advantage payers need to digitally reinvent the way they present their member experience to beneficiaries. Allowing for more omnichannel... Jen Trewick - Principal Product Manager March 27, 2024 Health Plans SEC Adopts Climate Reporting Requirements In a blog posted on March 7, 2024, Cooley discusses the final climate disclosure rule adopted by the SEC on... Cooley LLP March 15, 2024 Corporate Compliance Podcast: TSR ready. Are you absolutely sure? Tackling the data and content management challenges. [9:12] A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling the data and content management challenges... Guy Stanzione - Director, SEC Compliance Services March 8, 2024 Financial Services Streamlined Growth: Toppan Merrill invests heavily in technology and talent in Sartell Recently Enterprise Minnesota visited to learn more about our Sartell, MN operations and why in an era in which printing... Toppan Merrill March 7, 2024 Financial Services Health Plans News ReleaseAdvancing business. Expanding possible. Follow us on LinkedIn Contact Solutions Platforms Blog Events About Toppan Merrill Careers Suppliers Services Agreement Privacy Notice Terms of Use Trust Center Manage Cookies © Toppan Merrill 2024 Chat with us , powered by...