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Tag Archives: bucketing methods

Working Through Liquidity Rule Bucketing Methods

As a firm dedicated to helping funds and distributors “stay ahead of the change,” we’ve been following the liquidity rule closely over the past year. Starting in the late fall of last year when ICI sent a letter to the SEC urging the regulator to delay the compliance date, to February of 2018 when the SEC did elect to grant firms a one-year extension, and continuing to present day where fund shops are in the midst of formalizing the processes needed to comply. Read more