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 filings in XML.
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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. Health Plans have been focusing on a multichannel approach for a while now but by delivering a more modern approach using omnichannel it can help gain more members.
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
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 funds for variable insurance products.
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 Rule as legal challenges move to Eighth Circuit.
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 options helps the members receive information the way they want.
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 March 6 and the timeline for compliance beginning with FYE 12/31/2025.
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.