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Journal Articles

Implementing the new summary prospectus rule: done right it will save both time and money; done wrong and look out for the bottom line

Jeff Levering
Journal: Journal of Investment Compliance
Journal of Investment Compliance (2009) 10 (4): 51–53.
https://doi.org/10.1108/15285810911007426
Published: 20 November 2009
...Jeff Levering Purpose The purpose of this paper is to recommend a print distribution and web site disclosure strategy that is both cost effective and compliant with the SEC summary prospectus rule. Design/methodology/approach The paper explains the economics of offset printing versus digital...
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