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Toppan Merrill | Regulatory Disclosure & Compliant Communications Advancing business. Expanding possible.Solutions Capital Markets IPO Filing Services Mergers and Acquisitions Solutions SPAC/de-SPAC Transactions Corporate Compliance Annual Meeting & Proxy Solutions SEC Reporting and Filing Software CSRD & ESG Reporting ESEF Reporting SEDAR+ Regulatory Compliance SOX Compliance Financial Services Regulatory Disclosure and Marketing Communications Investment Company Compliance Regulated Communications Marketing Fulfillment Solutions Health Plans Member Communications Member Communications View all solutions Platforms Bridge Built on the Microsoft ® Office ® platform, Bridge provides a single source for your EDGAR and iXBRL submissions. SEC Connect Easily manage a variety of form types in one web-based platform, including Section 16 (Forms 3, 4, and 5), Schedule 13D and 13G, Form 13F, Form D, Form 144 and more. SOX Automation Intuitive SaaS technology that maintains all business locations, processes, risks and controls in a single platform, providing full visibility to your overall SOX program. Control Center An intuitive platform for managing the entire program and document lifecycle from data to distribution using real-time dashboards and digital tools. Content Control A powerful content management platform that transforms complex information into seamless communications. Storefront The self-service omnichannel ordering platform for personalized and static content that brings efficiency to campaign program management for sales and marketing teams. Explore our platforms Resources SEC Resources Current SEC disclosure rules and regulations. SEC EDGAR Resources Comprehensive set of requirements, forms, and guidelines. XBRL Resources Current interactive data disclosure rules. 2024 – 2030 SEC Filing Deadline Calendar Important deadlines and dates to know. Glossary Key industry terms and common questions. On The Dot Updated: March 8, 2024 Podcast: TSR ready. Are you absolutely sure? Tackling the data and content management challenges. [9:12] A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling the data and content management challenges at the share class level. See all Market Updates Events Blog open Search open Login menu Bridge Content Control My Workspace Document Delivery Insurance Solutions SEC Connect SOX Automation Contact Simplifying the complexity of regulatory disclosure and compliant communications . Talk to an Expert to Find Your Solution Advancing business. Expanding possible. See how we do it. Pause More than 50 years guiding industry leaders Capital Markets Transactions Corporate Compliance Financial Services Regulatory Disclosure and Marketing Communications Health Plans Member Communications IPOs, Mergers & Acquisitions and SPAC Transactions Reduce friction from first draft to final distribution See Capital Markets Solutions EDGAR Filings, iXBRL Disclosure, Proxy Statements, SOX Compliance and ESG Reporting Technology and experts that streamline regulatory disclosure content management, filing submissions and shareholder communications. See Corporate Compliance Solutions Tailored Shareholder Reports, Prospectuses, iXBRL Disclosure, Compliance and Marketing Communications Navigate the complexities and pace of SEC regulatory changes impacting required disclosures, EDGAR filings and compliant communications. See Financial Services Solutions ANOC and EOC Documents, Letter Communications, Member ID Cards, Marketing Materials and more Optimize the creation and distribution of member communications. See Health Plans Member Communications Solutions Best-in-class technology platforms simplify business at every step Bridge Streamline the entire disclosure preparation and filing process, unlocking full control, collaboration and confidence Automatically generate compliant EDGAR and iXBRL submissions Integrates intuitively and seamlessly with Microsoft ® Office ® Learn More SEC Connect Seamlessly prepare Forms 3, 4 and 5, Form D, Form 144, Schedule 13D and 13G, and more Generate a new filing or copy an existing one anytime, anywhere Platform onboarding and training, coupled with 24/7 technical support Learn More SOX Automation Progress visibility to all aspects of your SOX program Real-time, 360° reporting and analysis Robust reporting features to meet key stakeholder requirements Learn More Control Center Manage program content for investor, shareholder and member communications Intuitive ordering platform with enhanced analytics Fully supports compliance requirements Learn More Content Control Create and manage regulatory disclosure content Manage shared and variable content across documents Automatically generate compliant EDGAR and iXBRL submissions Generate stylized output to meet brand requirements Learn More Storefront End-to-end, intuitive ordering platform Create investor, shareholder and member communications Input from multiple sources for both static and variable content Integrated workflow management for omni-channel distribution Learn More Updates and Insights What Fund Managers Need to Know About SEC Form N-PX In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on… Cooley LLP May 6, 2024 Corporate Compliance Financial Services SEC Modernizes Beneficial Ownership Reporting on Schedule 13D and 13G with XML format Our Toppan Merrill experts break down the SEC’s final rule to update beneficial ownership reporting for Schedule 13D and 13G… Jennifer Froberg – Sr SEC Product Specialist April 18, 2024 Corporate Compliance 5 steps to move toward omnichannel member experiences As more and more people enroll in Medicare Advantage there is an increase in the amount of digital savvy members…. Jen Trewick – Principal Product Manager April 17, 2024 Health Plans Contact our team to get started. Whether you are in the exploratory phases or ready to move, we are ready to learn about your needs and find the right solution. Phone Americas: 800.688.4400 EMEA: +44 20.7422.6100 APAC: +852.2877.8773 Email [email protected] Advancing business. Expanding possible. Follow us on LinkedIn Contact Solutions Platforms Blog Events About Toppan Merrill Careers Suppliers Services Agreement Privacy Notice Terms of Use Trust Center Manage Cookies © Toppan Merrill 2024 Chat with us , powered by...