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Streamlining Investment Document Delivery Electronically

New rules aim to make it easier for investment firms to send important documents, like prospectuses and reports, electronically. Citizens will still have the option to receive paper documents if they prefer. The goal is to streamline communication and reduce paper waste.
Key points
Investment firms can default to electronic delivery of documents, such as via email or website.
Investors will always have the option to opt out of electronic delivery and receive paper documents.
A transition period and annual reminders will be provided for those not using electronic delivery.
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Introduced
Citizen Poll
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Additional Information
Print number: 119_S_1877
Sponsor: Sen. Tillis, Thomas [R-NC]
Process start date: 2025-05-22