E-Delivery Content

December 21, 2020 Ms. Vanessa Countryman Secretary US Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Re: SEC Proposal on Tailored Shareholder Reports, Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for...

September 10, 2020 Dalia Blass Director, Division of Investment Management US Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Re: ICI Recommendations and Supporting Data for Facilitating Electronic Delivery of Information to Fund Shareholders Dear Dalia: The...

June 26, 2020—New rules governing electronic delivery of 401(k) disclosures are now final.

ICI Applauds Approval of Labor Department E-Delivery Rule Rule Will Make Disclosures and Communications More Effective and Save Millions for Participants Washington, DC; May 21, 2020—Investment Company Institute (ICI) President and CEO Paul Schott Stevens issued the following...

October 1, 2019 Ms. Dalia O. Blass, Director Division of Investment Management US Securities and Exchange Commission 100 F Street NW Washington, DC 20549 Re: ICI Report on Preferences and Costs Associated with Disclosure Reform Options Dear Ms. Blass: The Investment Company Institute1...

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ICI Calls for Saving Fund Shareholders’ Money by Reforming Fees for Distributing Fund Materials Current system stifles competition, resulting in higher costs for fund investors Washington, DC; November 1, 2018—The Investment Company Institute (ICI) called on the Securities and...

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