Merrill is a registered provider of expert help with EDGAR and its filings. As one of the original adopters and testers of the EDGAR system, Merrill has worked closely with the SEC since the inception of the EDGAR Pilot Program in 1984 and is a member of the filing consortium. We handle a significant volume of HTML formatted filings to the SEC.
Merrill's EDGAR Filing Department stays apprised of EDGAR changes, allowing us to help our clients through new regulations that require broader disclosure and accelerated filings.
Each electronic filing Merrill submits to the SEC uses secure and proprietary software that is fast, reliable and achieves first submission acceptance on virtually every filing. Our professional customer service staff is available to answer questions 24/7 at all of our worldwide locations.
Merrill’s EDGAR service technology has many advantages:
- Compose documents into SEC official and allowed filing formats (HTML, ASCII, PDF, XBRL and XML)
- Make alterations to multiple formats simultaneously through the use of single source technology
- Distribute proofs through our global network
- Standardized and proven test filing process detects potential filing problems so unexpected delays can be avoided on filing day
- Distribute final investor materials in multiple ways
MyWorkspace
Merrill’s MyWorkspace system is a personalized Web portal that facilitates communication between a working group and Merrill. By eliminating the firewall restrictions inherent with company e-mail, document organization and file sharing are enabled in a secure Web environment. Merrill also provides a seamless outsourcing solution to supplement or replace internal EDGAR departments (Quick Start Guide).
Advantages
- Simplify file sharing
- Provide simultaneous access for multiple users from any Internet browser
- Load files and review proofs online
- Access the complete historical archive through centralized storage
- Increase speed, security and efficiency of the EDGAR filing process
Merrill e-CollaborateTM
You can solve the problems inherent in group document drafting with Merrill e-CollaborateTM, Merrill Corporation's secure virtual document collaboration solution. Merrill e-CollaborateTM provides document authorig teams with a centralized document storage library where team members simply log in to participate in the work flow process. Users can load, organize, share and edit documents in a secure, neutral environment that includes built-in features for customized security, version control and group communication tools.
Advantages
- Conduct drafting sessions between multiple parties
- Post "read-only" materials or build document libraries
- Centralize storage and retrieval of archived documents
- Securely transfer documents as large as 100 MB
- Simplify the process of submitting documents to the SEC
Section16Direct
Merrill’s Section16Direct is a Web-based filing application for Forms 3, 4 and 5 in compliance with Section 16 of the 1934 Securities Act and the Sarbanes-Oxley Act of 2002. Both full-service and self-service filing options are offered.
Advantages
- Reduce costs by paying per filing
- Reduce processing time with review and comment functionality
- Provide multiple user access through a shared account
- Save drafts, templates and previous filings to reduce data entry time
- Track Reporting Person and Issuer information
