Proxy Statement Style Guide 2023

Solutions
Capital Markets

IPO

Mergers and Acquisitions

SPAC/de-SPAC

Corporate Compliance

Annual Meeting & Proxy Solutions

SEC Reporting

ESEF Reporting

SEDAR+ Regulatory Compliance

Sox Compliance
Financial Services Regulatory Disclosure and Marketing Communications

Investment Company Compliance

Regulated Communications

Marketing Fulfillment Solutions
Health Plans Member Communications

Member Communications
View All Solutions
Platforms

Bridge

Built on the Microsoft® Office® platform, Bridge provides a single source for your EDGAR and iXBRL submissions.

Control Center

An intuitive platform for managing the entire program and document lifecycle from data to distribution using real-time dashboards and digital tools.

SEC Connect

Easily manage a variety of form types in one web-based platform, including Section 16 (Forms 3, 4, and 5), Schedule 13D and 13G, Form 13F, Form D, Form 144 and more.

Content Control

A powerful content management platform that transforms complex information into seamless communications.

SOX Automation

Intuitive SaaS technology that maintains all business locations, processes, risks and controls in a single platform, providing full visibility to your overall SOX program.

Storefront

The self-service omnichannel ordering platform for personalized and static content that brings efficiency to campaign program management for sales and marketing teams.

Explore Our Platforms
Resources

SEC Resources

Current SEC disclosure rules and regulations.

SEC EDGAR Resources

Comprehensive set of requirements, forms, and guidelines.

XBRL Resources

Current interactive data disclosure rules.

SEC Calendar

Important deadlines and dates to know.

Glossary

Key industry terms and common questions.

Modernization of filing fee disclosers - Preparing for iXBRL Beta testing in October 2023

On June 16, 2023, the SEC announced the next stage of the rule implementation: an EDGAR Filing Fee Beta testing...

Jennifer Froberg

July 20, 2023

Capital Markets
Events
Blog
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Contact

Contact

Capital Markets

Corporate Compliance

Financial Services Regulatory Disclosure and Marketing Communications

Health Plans Member Communications

Modernization of filing fee disclosers - Preparing for iXBRL Beta testing in October 2023

Capital Markets

Corporate Compliance

Financial Services Regulatory Disclosure and Marketing Communications

Health Plans Member Communications

Modernization of filing fee disclosers - Preparing for iXBRL Beta testing in October 2023

Proxy Statement Style Guide

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