Mutual Funds and Alternative Investments

EA-MF1

Complete Confidence for Mutual Fund and Alternative Investments

Producing Mutual Fund prospectuses, shareholder reports and marketing factsheets is a very complicated task. Edgar Agents collaborates with Investment Advisors and their Fund Administrators, across the globe, to create, manage, produce and distribute the required documents to fulfill SEC requirements.

  • Compliance: prospectus, shareholder reports, summary pro, SAI, supplements, XML/EDGAR
  • Marketing: Factsheets, profiles, commentaries, pitch books, XML/HTML and other data feeds
  • UCITs: Kiid’s and factsheets

Mutual funds have their own XML taxonomies and strict regulatory requirements in regard to filing and communicating their risk/return. The Edgar Agents team delivers over 18 years of subject matter expertise navigating the alphabet soup of Fund compliance.

  • N-1A
  • N-2, N-3, N-4
  • 485APOS
  • 485BPOS
  • 24F-2NT
  • N-CSR, N-Q /
  • N-CEN
  • N-Port
  • N-PX
  • 40-17G
  • 497

Expertise in Mutual Fund Filings

The SEC requires Mutual Funds to provide the risk/return summary section of their prospectuses to the SEC and on their websites in interactive data format using XML. Our team of Mutual Fund experts will streamline the entire process for you, so your senior team can remain focused on business growth initiatives.

File with Confidence

Create, manage and distribute shareholder reports, prospectuses and fact sheets and other key documents for Mutual Fund and Alternative Investments with complete confidence. Our team and technology will help you execute and succeed in any market, under any condition.

Success Stories

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See why we're one of the fastest growing EDGAR® filing agents in the country.

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EDGAR is a trademark of the U.S. Securities and Exchange Commission. Edgar Agents, LLC is not affiliated with the U.S. Securities and Exchange Commission.