Electronic Delivery of Investment Documents: New Default for Investors.
This law mandates the SEC to establish rules allowing financial firms to deliver most regulatory documents (reports, prospectuses, statements) electronically by default. This means investors will primarily receive financial information digitally, aiming to speed up access and reduce paper usage. However, every investor retains the right to opt out and request paper copies at any time without cost.
Key points
Most investment and regulatory documents will be delivered digitally by default (e.g., email or website posting with notice).
Investors who prefer paper must actively opt out of electronic delivery, a choice they can make at any time.
Financial firms must implement mechanisms to identify and fix failed electronic deliveries and ensure the confidentiality of personal information.
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