Investment Management Update - Q2 2025

As of April 22, 2025, the Securities and Exchange Commission (SEC) is extending the effective date for the amendments to Form N-PORT, adopted on August 28, 2024, from November 17, 2025, to November 17, 2027. The SEC also is extending the effective date of the amendments to the rule under the Investment Company Act of 1940 associated with Form N-PORT reporting requirements. In addition, the SEC is extending the compliance dates for these amendments related to Form N-PORT reporting requirements. The effective and compliance date though for the amendments to Form NCEN contained in the same release adopted on August 28, 2024, will remain November 17, 2025.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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