LATEST DEVELOPMENTS

Week of December 1, 2008
NewRiver will host a webinar on the new SEC Summary Prospectus rule. Registration details to be posted soon.

VIDEO: What is the environmental impact of the Summary Prospectus rule? See what Paul Haaga of Capital Research & Management says about the fate of 161,000 trees, as well as the wasted resources involved in producing 70 million shareholder reports. Click here to view.

NewRiver's Len Driscoll comments on the summary prospectus in the May 12, 2008 edition of Securities Industry News. See A Prospectus Investors Can Understand.

Read Money Management Executive: Industry Showers Love on SEC Proposal for Shorter Disclosure Statements. Coverage includes how Virtual Document Warehouse fits in with Summary Prospectus delivery.

NewRiver delivers Virtual Document Warehouse in advance of SEC Summary Prospectus: provides mutual fund distributors with print-on-demand solution. See full press release.

Read Investor's Business Daily article New Prospectus Could Cut Fund Fees  

Law firm K&L Gates LLC has posted an Investment Management Alert regarding the Summary Prospectus proposal. 

NEWS

SEC Updates
SEC press release announcing final rule.

SEC final rule to be posted here.

See also: Appendix: Hypothetical Summary Prospectus

Related News
Financial Services Online: Finally, A Prospectus that Investors Can Read and Understand

Money Management Executive: Industry Showers Love on SEC Proposal for Shorter Disclosure Statements

Library of reference articles including Investor's Business Daily coverage.

More News

EVENTS

December 9-10, 2008 
Ignites Live Legal & Compliance
New York, NY

RESOURCES

Access the latest relevant resources from Forrester Research and the Investment Company Institute.