20 сент. 2023 г. · The amendments to the Names Rule will enhance the rule's protections by requiring more funds to adopt an 80 percent investment policy.

20 сент. 2023 г. · The amendments to this rule are designed to increase investor protection by improving, and broadening the scope of, the requirement for certain ...

29 сент. 2023 г. · The Names Rule, as amended, allows new funds up to 180 days to comply with the 80% investment policy, starting from the day the fund commences ...

A materially deceptive and misleading name of a fund includes: (1) Names suggesting guarantee or approval by the United States Government.

19 окт. 2023 г. · The Updated Names Rule The Names Rule prohibits registered funds from using “materially deceptive or misleading” names.

3 апр. 2024 г. · The main objective of the amendments is to “modernize and enhance” Rule 35d-1, make sure that “a fund's portfolio holdings align with a fund's name,”

26 сент. 2023 г. · Currently, the Names Rule applies to fund names that suggest a focus on a particular type of investment, industry, countries or geographic ...

September 2023. SEC amends the Names Rule to prevent deceptive and misleading fund names. Key features of the final amendments include:.

3 окт. 2023 г. · The Names Rule currently requires a fund to adopt an 80% Policy if its name suggests a focus in a particular type of investment, industry (or group of ...

10 окт. 2023 г. · The Names Rule generally prohibits a Fund from adopting a name or part thereof that the SEC finds is materially deceptive or misleading. The ...