Shareholder Communications
Is there a simpler way for investment management firms to maneuver complicated communication requirements?
Engage in a seamless process to develop accurate and up-to-date investor communications without the added stress.
Efficiently produce financial documentation and communications
Prospectuses/Summary Prospectuses
Shareholder Reports
Investor Communications
Creating and distributing shareholder communications has never been easier
Unmatched expertise in developing custom-designed prospectuses
Best-in-class content management solutions that redefine productivity
Time-critical document production to meet compliance requirements
Omni-channel approaches to meet all your communication needs and regulatory options
Periodic & Interim Reporting
What if you could simplify logistics and minimize risk at the same time?
Lean into Toppan Merrill’s world-class technology solutions to meet evolving disclosure requirements.
Draft, format, perfect, file and deliver your financial documents and communications with speed, security and accuracy.
XBRL
EDGAR
Successfully navigate the process, on-time and error-free
Industry leaders of disclosure management software
Automated mirroring and error-checking for XBRL vs. EDGAR submissions
24/7 updates with self-service access keep you inline with production cycles throughout the year
Form Filings
Can form filing ever be a hassle-free experience?
Enjoy premier solutions for simpler, more efficient filing.
Regulatory form filing simplified
Initial Pre- & Post-Effective Amendment filings for all registration types
N-CSR and N-CSRS
24F-2NT
N-MFP2
N-PORT
N-CEN
Modernize financial documentation and filing with ease
In-depth knowledge of SEC regulatory changes
Proactive support every step of the way
Expert skill in developing solutions that comply with continually changing requirements
Continuous assessment to promote success
Single platform for managing all of your regulatory communications
Use Cases
Is there a simpler way for investment management firms to maneuver complicated communication requirements?
Engage in a seamless process to develop accurate and up-to-date investor communications without the added stress.
Efficiently produce financial documentation and communications
Prospectuses/Summary Prospectuses
Shareholder Reports
Investor Communications
Creating and distributing shareholder communications has never been easier
Unmatched expertise in developing custom-designed prospectuses
Best-in-class content management solutions that redefine productivity
Time-critical document production to meet compliance requirements
Omni-channel approaches to meet all your communication needs and regulatory options
What if you could simplify logistics and minimize risk at the same time?
Lean into Toppan Merrill’s world-class technology solutions to meet evolving disclosure requirements.
Draft, format, perfect, file and deliver your financial documents and communications with speed, security and accuracy.
XBRL
EDGAR
Successfully navigate the process, on-time and error-free
Industry leaders of disclosure management software
Automated mirroring and error-checking for XBRL vs. EDGAR submissions
24/7 updates with self-service access keep you inline with production cycles throughout the year
Can form filing ever be a hassle-free experience?
Enjoy premier solutions for simpler, more efficient filing.
Regulatory form filing simplified
Initial Pre- & Post-Effective Amendment filings for all registration types
N-CSR and N-CSRS
24F-2NT
N-MFP2
N-PORT
N-CEN
Modernize financial documentation and filing with ease
In-depth knowledge of SEC regulatory changes
Proactive support every step of the way
Expert skill in developing solutions that comply with continually changing requirements
Continuous assessment to promote success
Single platform for managing all of your regulatory communications
services
Content Control
Easy-to-use, cloud-based solution that delivers a secure, hassle-free experience for authoring, editing and managing shared document and filing content from internal and external contributors.
Publishing
Give investors easy, secure access to your shareholder documents online with Toppan Merrill’s Publishing Center, which hosts documents in compliance with strict SEC rules.
Composition
Work with our experts to compose and stylize your documents to perfection while reducing the time, cost and headaches involved in producing, filing and distributing your shareholder reports and prospectuses.
EDGAR & XBRL Disclosure
Successfully manage regulatory disclosure requirements and ensure your XBRL instance mirrors your EDGAR submission with our industry-leading expertise and best-in-class disclosure management software.
Portfolio-Specific Document Management
Using database intelligence and scenario analysis, our Compliance Center for variable products delivers customized, portfolio-specific print and delivery to help strengthen shareholder relationships.
Print & Distribution
Utilize world-class print-on-demand and distribution services to streamline your financial disclosure projects and release them to the right stakeholders on time.
TECHNOLOGY
TOPPAN MERRILL
ConnectTM
Our innovative single-source platform, Connect, facilitates seamless transitions from print to electronic communications, with flexible adaptation to ever-changing regulations, markets, and client needs. Leverage omni-channel solutions for customer acquisition, customer communication, and sales enablement, all with one easy-to-use platform. Connect helps your team manage regulatory communications securely and efficiently distribute them to clients.
INSIGHTS
Blog
VA/VUL Rule 498A becomes effective July 1, 2020
Recently, the Securities and Exchange Commission adopted Rule 498A, including form amendments, which intend to modernize disclosure requirements and allow investors to make …
BLOG
Summer of Fun & New ’40 Act Regulations
Jun 18, 2020
For many in the financial services and insurance industry, keeping up with the ever-changing regulatory requirements and expectations can be a challenge, especially during …
Blog
Mutual Funds Redline Tagging Issue for Inline XBRL Submissions
Jun 10, 2020
Open-end management investment companies and ETFs that are currently subject to Risk/Return Summary XBRL requirements will be required to comply with the…
Contact Us
Request a Demo or Call
Global expertise in major capital markets around the globe.
Americas: 800.688.4400
APAC: +852.2877.8773
EMEA: +44 20.7422.6100
info@toppanmerrill.com