FilePoint creates, updates and maintains fully SEC- and FINRA-compliant fund websites. Working exclusively with funds and investment advisers, we understand the compliance requirements and time sensitivity of the industry and have the ability to create customized financial website designs.
Each fund website and adviser website design is created based on your preferences and branding specifications.
Full support for additional funds or fund families. New funds or new pages can be added quickly and efficiently.
Regulatory documents are automatically uploaded upon completion, including all linking and layering compliance requirements.
We can incorporate daily NAVs, stock tickers, commentaries, charts, videos, ETF 6c-11 data, and any other content requested.
Website features can be automatically updated through external data feeds, refreshing without user intervention.
Our secure and redundant environment ensures maximum uptime as well as ample bandwidth.
As most funds are in the throes of preparing for compliance with the new Tailored Shareholder Report (TSR) rules, the Securities and Exchange Commission (SEC) released a set of Frequently Asked Questions (FAQs) to help provide clarity on some questions the commission has received over the past several months.
On January 2, 2024, the Securities and Exchange Commission (“SEC”) published to the Federal Register a new rule and new Form SHO (the “Rule”) pursuant to the Securities Exchange Act of 1934 (“Exchange Act”) and the Dodd-Frank Wall Street Reform and Consumer Protection Act (“DFA”). This Rule 13f-2 will require the publication of short sale related data to investors and other market participants.