For Traditional Mutual Funds, Alternate Investment Vehicles, Intervals, ETFs and more- EdgarAgents is the #1 provider for regulatory services.

MUTUAL FUNDS AND ALTERNATive
INVESTMENT SERVICES

Elevate your compliance and marketing materials while EA provides you with the expertise you need to conquer the complexities of regulations and mandates.

TRUSTING IN EA MEANS CONFIDENCE AND ASSURANCE

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COMPLIANCE

Registration Statements, Prospectuses & Summary Prospectuses, Shareholder Reports, XML Structured Data, inline XBRL Tagging
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MARKETING

Fund Factsheets, Shareholder Communications & Marketing Materials
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UCITS

KIIDs and Factsheets

REGULATORY REQUIREMENTS MEETS BEST-IN-CLASS SERVICE

Open-End and Close-End Funds come with unique XML taxonomies and stringent regulatory demands for filing and communication.

EA is equipped with the expertise and end-to-end SEC Filing solutions to help you stay up-to-date with new regulatory mandates and timelines.

COMPOSITION & CONVERSION

XBRL TAGGING

XML STRUCTURED DATA

WEB HOST

ADA COMPLIANCE

PRINT & DELIVERY

ULTIMATE SEC FILING

ETFs – a Growing Trend

ETFs are becoming more common in Asset & Investment Management. EA supports the regulatory obligations for firms looking to:

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