Electronic Delivery Summary Prospectus

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Final Rule: Enhanced Disclosure and New Prospectus ...

    https://www.sec.gov/rules/final/2009/33-8998.pdf
    option for satisfying prospectus delivery obligations with respect to mutual fund securities under the Securities Act. Under the option, key information will be sent or given to investors in the form of a summary prospectus (“Summary Prospectus”), and the statutory prospectus will be provided on an Internet Web site.13 Funds that select this

SEC.gov SEC Adopts Investor Disclosure Improvements for ...

    https://www.sec.gov/news/press-release/2020-57
    Mar 11, 2020 · A summary prospectus is a concise, reader-friendly summary of key facts about the contract. More-detailed information about the variable annuity or variable life insurance contract will be available online, and an investor can choose to have that information delivered in paper or electronic format at no charge.

Prospectus Disclosure and Delivery Requirements

    https://www.morganlewis.com/-/media/files/docs/archive/glazer-publication_5810pdf.ashx
    [C] Summary Prospectus: Delivery of Statutory Prospectus Upon Request § 4:6 Use of Electronic Media § 4:6.1 Consent to Electronic Delivery § 4:6.2 Notice, Access, and Proof of Delivery § 4:6.3 Hyperlinks § 4:1 Federal and State Registration Requirements Mutual fund prospectus disclosures are …

Prospectus Disclosure 6/28/2017 and Delivery Requirements

    https://legacy.pli.edu/product_files/Titles/148/%23205949_04_Mutual_Fund_Regulation_P2_20170714142446.pdf
    § 4:5.2 Delivery of Final Prospectus and Supplements [A] Initial Delivery [B] Summary Prospectus: Accessibility of Statutory Prospectus, SAI, and Shareholder Reports [C] Summary Prospectus: Delivery of Statutory Prospectus upon Request § 4:6 Use of Electronic Media § 4:6.1 Consent to Electronic Delivery § 4:6.2 Notice, Access, and Proof of ...File Size: 823KB

A GUIDE TO ELECTRONIC DELIVERY OF PARTICIPANT …

    http://kbpensionservices.com/files/9513/7347/0030/A_Guide_to_Electronic_Delivery_of_Participant_Disclosure_Materials.pdf
    A GUIDE TO ELECTRONIC DELIVERY OF PARTICIPANT DISCLOSURE MATERIALS . The U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS) issued a series of rules and interpretations around using e-mail and other electronic disclosure methods. This guide is intended to:File Size: 81KB

17 CFR § 230.498 - Summary Prospectuses for open-end ...

    https://www.law.cornell.edu/cfr/text/17/230.498
    Jun 22, 2018 · § 230.498 Summary Prospectuses for open-end management investment companies. Link to an amendment published at 83 FR 29204, June 22, ... Summary Prospectus means the summary prospectus described in ... instructions describing how a shareholder can elect to receive prospectuses or other documents and communications by electronic delivery.

2020 Summary Prospectus - BlackRock

    https://www.ishares.com/us/literature/summary-prospectus/sp-ishares-core-total-usd-bond-market-etf-10-31.pdf
    enroll in electronic delivery. Please note that not all financial intermediaries may offer this service. You may elect to receive all future reports in paper free of charge. If you hold ... The section of each Fund’s Summary Prospectus and Prospectus

Literature ATACFunds.com

    https://atacfunds.com/literature/
    Consent to Electronic Delivery. By clicking Submit, you consent to electronically receive the ATAC Rotation Fund’s prospectus and/or summary prospectus for the ATAC Rotation Fund, privacy notice, account application and any other materials that may be required in connection with the information you requested, on the terms set forth below.

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