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 ...

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 ...

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,”

21 сент. 2023 г. · The amendments are intended to modernize and enhance the investor protections provided by Rule 35d-1 under the Investment Company Act of 1940 (Names Rule)

28 сент. 2023 г. · The Final Rule's requirement to adopt an 80% investment policy applies when a fund's name suggests an ESG investment focus.

29 сент. 2023 г. · The amendments broaden the scope of funds that are subject to the 80% investment policy requirement required by rule 35d-1 (Names Rule) under the Investment ...

3 окт. 2023 г. · The Amendments expand the scope of Rule 35d-1 (the Names Rule) under the Investment Company Act of 1940 to apply to any fund name that includes ...

The amendments will update funds' prospectus disclosure requirements to require a fund with an 80 percent investment policy to define the terms used in its name ...

3 окт. 2023 г. · On September 20, 2023, the SEC voted to adopt final amendments to Rule 35d-1 (the so-called “Names Rule”) under the Investment Company Act ...

10 окт. 2023 г. · The amendments were approved to “modernize and enhance” Rule 35d-1 (Names Rule) and to “help ensure that a fund's portfolio aligns with a fund' ...