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Summary Prospectus Information Center
LATEST DEVELOPMENTS
Broadridge Summary Prospectus Index:
Our Summary Prospectus Index Tracker is an industry-only, complimentary service which tracks all summary prospectus filings on the Securities and Exchange Commission's (SEC) EDGAR database. Firms offering or selling variable annuities, retirement services and mutual funds can actively monitor ongoing summary prospectus adoption within their respective industry. Request the latest version here.
Broadridge Summary Prospectus Index
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Regulatory update: SEC staffers are developing a simplified "summary prospectus" for variable annuities, widely regarded as some of the most difficult products to understand. "A solely paper-based disclosure system is a thing of the past," according to SEC Chairman Mary Schapiro. See the Wall Street Journal's coverage. Looking for an existing solution? See Broadridge's Variable Products Express page to learn more.
Sustainability update: Find out how to calculate the environmental impact of the summary prospectus.
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.
Broadridge's Len Driscoll comments on the summary prospectus in the May 12, 2008 edition of Securities Industry News. See A Prospectus Investors Can Understand.
SEC Updates SEC press release announcing final rule.
SEC final rule is posted here.
Related News Wall Street Journal: How Well Do You Know... Fund Prospectuses?
Investment Advisor: Fund Firms Get Ahead of Summary Prospectus Deadline
Associated Press: Coming soon: smaller, clearer mutual fund prospectuses
Money Management Executive: Industry Showers Love on SEC Proposal for Shorter Disclosure Statements
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