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Data / Federal rules / 2026-03459

Investment Company Names Form N-PORT Reporting; Extension of Compliance Date

The Securities and Exchange Commission published this final rule in the Federal Register on February 23, 2026. It took effect on March 25, 2026.

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What the agency says

The Securities and Exchange Commission (the "Commission") is extending the compliance date for the amendments to Form N-PORT that were adopted on September 20, 2023 and relate to the rule under the Investment Company Act of 1940 (the "Investment Company Act") that addresses certain broad categories of investment company names that are likely to mislead investors about an investment company's investments and risks. The compliance dates for those Form N-PORT amendments are extended to November 17, 2027, for fund groups with net assets of $10 billion or more as of the end of their most recent fiscal year; and to May 18, 2028, for fund groups with less than $10 billion in net assets as of the end of their most recent fiscal year.

Key facts

Document number
2026-03459
Type
Final rule
Action
Final rule; extension of compliance date
Agency
Securities and Exchange Commission
Published
February 23, 2026
Takes effect
March 25, 2026
Dates
Effective date: The effective date for this release is March 25, 2026.
Docket
Release No. IC-35963; File No. S7-16-22
Regulation ID (RIN)
3235-AM72
Code of Federal Regulations
17 CFR 270; 17 CFR 274
Pages
3

The document on federalregister.gov PDF

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Read from the Federal Register API, last updated 2026-10-23. The document on federalregister.gov is the official record; dates and dockets can change through later corrections. Free to reuse with credit to SpecStream under CC BY 4.0.