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SEC Adopts Rule Improvements to Inhibit the Use of Misleading Investment Fund Names

 

On September 20th, the SEC adopted amendments to Rule 35d-1 under the Investment Company Names Rule of 2001 (Names Rule) to address certain broad categories of investment company names that may mislead investors about an investment company's investments and risks. For a business development company (BDC) or a registered investment company, the name of its firm is a key marketing tool for the fund, and it provides investors with decision-useful information about the fund. The amendments to the Names Rule, which were proposed in May 2022, are expected to help to ensure that the rule continues to meet its main objective of investor protection.

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Posted: September 26, 2023 7:30 am by LeAnn Dey in SEC, Investment Management, Investor Education

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SEC Revises PAUSE List of Firms Using Misleading Information to Solicit Investors

September 21, 2023 7:00 am – The SEC has revised its list of unregistered entities using inaccurate data, adding 29 soliciting entities, three impersonators of real firms, and one bogus regulator. [...]

EDGAR Upgraded to Support 2023 Share Repurchase (SHR) Taxonomy

September 19, 2023 5:21 pm – EDGAR was updated to Release 23.3 and now supports Share Repurchase SHR taxonomy which allows for tagging disclosures associated with share repurchase disclosure modernization. [...]