4 дек. 2001 г. · Q: A fund that uses the term "money market" in its name must invest solely in eligible securities and meet other investment requirements under ...

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, goes into effect 60 days after publication in the Federal Register. Fund groups with net assets of $1 billion or ...

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 ...

19 окт. 2023 г. · 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,”

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 ...

SEC amends the Names Rule to prevent deceptive and misleading fund names. Key features of the final amendments include: — Truth in Advertising: 'Call it ...

27 сент. 2023 г. · The amendments to the Names Rule include a new provision codifying that a fund's name could be materially deceptive or misleading under section ...