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Prospectus Express

Prospectus Express® is the industry’s only Web-based SEC-compliant data warehouse and summary prospectus solution providing investor access to an online library of compliance documents (prospectuses, supplements, semi-annual and annual reports, and statements of additional information) for every open-end mutual fund, variable annuity, and variable life product sold in the United States. Prospectus Express adheres to the

  • Editorial Team
  • May 12, 2021
  • 1 minute

Prospectus Express® is the industry’s only Web-based SEC-compliant data warehouse and summary prospectus solution providing investor access to an online library of compliance documents (prospectuses, supplements, semi-annual and annual reports, and statements of additional information) for every open-end mutual fund, variable annuity, and variable life product sold in the United States.

Prospectus Express adheres to the SEC’s Summary Prospectus compliance requirements by enabling firms to deliver in either print or electronic format, and by its ability to make the longer "statutory" prospectus available to investors within a mouse click via its patented layered disclosure capabilities.