Regulatory Alerts2026-02-23 | 2026-03459Added
Investment Company Names Form N-PORT Reporting; Extension of Compliance Date
The Securities and Exchange Commission extends the compliance date for Form N-PORT amendments related to the Investment Company Act names rule to November 17, 2027, for fund groups with net assets of $10 billion or more, and to May 18, 2028, for those with less than $10 billion. This extension provides registered funds additional time to comply with new reporting requirements while the Commission considers a separate proposal to remove these specific names rule requirements. The action aims to reduce costs for funds that might otherwise incur expenses for reporting obligations that could be eliminated, while ensuring sufficient time for compliance if the removal proposal is not adopted.
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