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Summary Strategies
Dated: May 2009
Author(s): Firehouse Financial Communications
A must-read guide on how to implement the Summary Prospectus and maximize both savings and benefits.
- Bankruptcy & Insolvency
- Corporate Governance & Directors' Duties
- Corporate Law
- Financial Reporting, Taxation, & Accounting
- Fund Accounting
- Fund Operations & Management
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The SEC's Summary Prospectus Rule (33-8998) has been welcomed by the mutual fund industry because of its promise of cost savings. But there is much more to the rule, including other benefits — some of which have as much potential value to fund companies as the cost savings. The really good news: the Summary is one situation where it's possible to gain all the benefits while also maximizing savings. The key is simplification.
Read this topical whitepaper to learn more about:
- The rationale behind the Summary Prospectus ruling
- How simplification can benefit your business
- The role of information design and plain language
- Structuring content for effective management
Download a complimentary electronic copy.
See additional securities resources available for download from Bowne.
