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Disclosure Regarding Portfolio Managers of Registered Management Investment Companies

SEC · final-rule · Published 2004-08-27 · Effective 2004-10-01 · 69 FR 52788

Document

Document number
04-19575
Federal Register citation
69 FR 52788
CFR reference
17 CFR 239
Type
Rule
Action
Final rule; request for comments on Paperwork Reduction Act burden estimates.
Category
final-rule
Agency
US Securities and Exchange Commission
Publication date
2004-08-27
Effective date
2004-10-01
Docket
Release Nos. 33-8458

Abstract

The Securities and Exchange Commission is adopting amendments to its forms under the Securities Act of 1933, the Securities Exchange Act of 1934, and the Investment Company Act of 1940 to improve the disclosure provided by registered management investment companies regarding their portfolio managers. The amendments extend the existing requirement that a registered management investment company provide basic information in its prospectus regarding its portfolio managers to include the members of management teams. The amendments also require a registered management investment company to disclose additional information about its portfolio managers, including other accounts that they manage, compensation structure, and ownership of securities in the investment company.

Source

Authoritative
Federal Register document
Machine
JSON-LD · Markdown