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Toppan Merrill | June 02, 2023

What is SEDAR+?

News to Use: What is SEDAR+? SEDAR+, the new Canadian Securities Administrators (CSA) platform originally set to launch June 13, 2023, has been delayed. The ...

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Summer Beach, Associate Director, Medicare Compliance Solutions, Toppan Merrill | May 30, 2023

CMS Changes the Definition of Marketing

We’ve heard the saying, “history repeats itself.” This rings true with yet another Centers for Medicare & Medicaid Services (CMS) rewrite of what ...

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Toppan Merrill | May 24, 2023

SEC Closed for Memorial Day – May 29, 2023

In honor of Memorial Day, the SEC is closed Monday, May 29, 2023. No filings can be received. Filings submitted after 5:30 pm EDT, Friday, May 26, 2023, will ...

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Guy Stanzione, Compliance Services Director, Toppan Merrill | May 10, 2023

How the new SEC Tailored Shareholder Report Rule impacts your EDGAR filing

The SEC has been focusing on digitally transforming and modernizing all aspects of fund operations for many years. That effort serves multiple purposes, but ...

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Summer Beach, Associate Director, Medicare Compliance Solutions, Toppan Merrill | May 10, 2023

Debunking the Classic Myths Surrounding CMS Star Ratings

The Star Ratings issued for Medicare Advantage and Part D plans by the Centers for Medicare & Medicaid Services (CMS) are sometimes plagued with their own ...

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Guy Stanzione, Compliance Services Director, Toppan Merrill | May 02, 2023

Tailored Shareholder Reports: Managing the SEC Website Hosting Requirements

In recent years the SEC has been focused on modernization and digital transformation, with the goals of:  Increased transparency and accessibility of investor ...

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