Download - Modernizing IM Reporting

To obtain a copy of this information, fill out the form below. Fields marked with an asterisk (*) are required.

The SEC proposes new forms to modernize Investment Company Reporting. The download is a zip file with two PDFs outlining the new forms and their requirements, as follows:
  • Form N-CEN Fact Sheet: a fact sheet outlining the data that will be collected on the proposed Form N-CEN
  • Form N-PORT Fact Sheet: a fact sheet outlining the data that will be collected on the proposed Form N-PORT
Do you agree to the terms and conditions
Contact Name*:
Company Name*:
E-mail Address*:
Title: