TAILORED SHAREHOLDER REPORTS

With increasing volume and complexity,
let EA provide you with end-to-end services and solutions with EA TSR

EA TSR solves for the complexity this new regulation unveils through its full suite of services and solutions.

DATA CONNECTION

Import Data from various sources to procure TSR template.

Receive ADA tagged PDFs for web distribution and Accessibility tools.

Utilize our TSR Template or customize with File with Style^TM options for print and web-ready PDFs.

Host all your fund related documents with 1-click navigation and assure 100% SEC compliance.

Experience the speed of our single-source publishing to EDGAR® HTML.

Promote eDelivery and cut down on print & mail costs by delivering your documents electronically.

Leave iXBRL to the experts with quick and accurate tagging.

Support shareholder distribution and print on-demand.

Our SEC experts ensure you have everything in place for the N-CSR filing.

Individual TSR required for each fund and class share
Long form shareholder information moved to Form N-CSR with renumbered items
Inline XBRL tagging requirements with OEF taxonomy
Reports should be concise and visually engaging
TSRs must be made available for print distribution if not opted in for electronic delivery
TSRs must be made available for print distribution if not opted in for electronic delivery
The rule has an effective date of July 24, 2024