4 дек. 2001 г. · A: Rule 35d-1 would require a fund using the term "money market" in its name to adopt a policy to invest at least 80% of its assets in the type ...

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.

The Institute created this Resource Center to provide members with easy access to regulatory materials, ICI and IDC comments related to the Names Rule.

29 сент. 2023 г. · The Names Rule, as amended, gives funds and managers some flexibility to reasonably define the terms contained in a fund's name. The Commission ...

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 ...

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 ...

21 сент. 2023 г. · The Names Rule deems certain types of fund names to be materially deceptive or misleading for purposes of Section 35(d) unless certain ...

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,”

27 сент. 2023 г. · The Adopted Rules expand the scope of Rule 35d-1 to require a registered investment company to adopt an 80-Percent Policy if its name includes terms suggesting ...

Yes, you can reserve a name with the Secretary of State before filing business entity documents. Name reservations are good for 120 days.