EDGAR Release 20.4
EDGAR Release 20.4 Amin Kassim On December 9, 2020, the Securities and Exchange Commission (SEC) announced the release of EDGAR 20.4, a software upgrade that became effective …
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Important Dates for SEC Filers in 2021
Important Dates for SEC Filers in 2021 Brad Packard Happy New Year! To help filers start the new year we compiled this year’s important dates to keep in mind for 2021.   June 15, 2021  - All U.S. GAAP …
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Form N-CEN: Census Data Reporting for Investment Companies
Form N-CEN: Census Data Reporting for Investment Companies Brad Packard The Investment Company Reporting Modernization rule introduced two new forms to filers: forms N-CEN (short for census) and N-PORT (short for …
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DQC Updates for Variable Interest Entities (VIE)
DQC Updates for Variable Interest Entities (VIE) Cindy MacPherson The Data Quality Committee (DQC) released version 10 of its ruleset on October 1, 2019. Since the introduction of the 2020 US-GAAP taxonomy, some of …
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DQC Rules Update: Version 12
DQC Rules Update: Version 12 Cindy MacPherson The Data Quality Committee (DQC) has released its 12th ruleset for US-GAAP and IFRS filers for public review. This latest update includes five new …
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Variable Insurance Products (VIP) Draft Taxonomy
Variable Insurance Products (VIP) Draft Taxonomy Cindy MacPherson, Analyst On March 11, 2020, the Securities and Exchange Commission (SEC) adopted a proposal and released a draft taxonomy for changes to the Variable …
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