Regulatory Disclosure

Navigate the complexity of ever-changing regulatory disclosure requirements.

Lean on the deep global expertise and technology-enabled solutions of Merrill to streamline your financial reporting and shareholder communications. We bring nearly 50 years of experience to a comprehensive suite of services, including world-class content management and collaboration solutions, document formatting, EDGAR and XBRL filing, print, distribution and conferencing facilities.

Manage your disclosure process and file with confidence with Merrill's deep experience.

Proven expertise

For nearly 50 years, Merrill’s experts have helped companies successfully manage their disclosure requirements from content management to EDGAR creation through to filing, print and distribution.

Quality control

Merrill ensures compliance with 1933, 1934 and 1940 Securities Acts, and our thorough attention to detail gives you complete confidence in the quality of your submission.

Personalized service

Engage Merrill to manage one portion or the entire disclosure process—from document formatting to typesetting to EDGAR—to ensure accurate revisions and seamless proof distributions.

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Save costs and hit disclosure deadlines with Merrill's fully integrated printing and distribution services.

Full in-house print capabilities

Merrill can handle projects of every size and scope. Our print capabilities include everything from typesetting and prepress to digital print and engraving.

Improved efficiency

Streamline production and avoid costly disclosure deadline delays with Merrill's integrated printing and delivery workflow.

Quality printing

FSC and G7 print-certified facilities offer full-color print production, typesetting, pre-press, bindery, imprinting and packaging, and print platforms from engraving to web offset.

Global fulfillment

Custom kitting and assembly, pick and pack, and warehousing services leverage our expertise, global resources and advanced technology for accurate, on-time delivery, worldwide.

Deep postal discounts

From data processing and barcoding to commingling and full reporting, our mail processing and lettershop services drive the deepest postal discounts and benefits.

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Successfully manage regulatory disclosure requirements and ensure your XBRL instance mirrors your EDGAR submission with our industry-leading expertise.

Fast, accurate filing

Merrill’s comprehensive XBRL and EDGAR filing solutions offer expert preparation and review services—our teams often catch mistakes filers miss.

Flexible solution

Whether you fully outsource, insource or need a hybrid solution, Merrill provides expertise coupled with collaboration technology to manage and control your filing.

Smarter filing technology

Our XBRL tagging tool ensures consistency among filings, and a dashboard tracks and prioritizes work based on SEC filing deadlines and activity.

Optimized XBRL process

Our tag-validate-review-file-publish process simplifies XBRL filing. SEC open-source HTML and tagging with risk/return taxonomy make XBRL files easy to review.

Better communications

Integrated systematic alerts about changes in workflow status go out to you and your service team, eliminating the need to email or call.

Learn more about XBRL & EDGAR filing

Secure accurate and timely filings to the Canadian Depository of Securities (CDS).

Industry-leading expertise

As an original early adopter of the CDS electronic filing system, Merrill sets industry standards for timely, accurate SEDAR filings.

Streamlined process

Merrill translates, proofs and formats your documents for SEDAR filing—then tests and validates your filing for optimal results.

Award-winning security

With Merrill’s ISO/IEC 27001 certification, your sensitive data is always secure.

Unparalleled support

Merrill's in-house SEDAR filing specialists will ensure you meet the latest regulatory requirements and filing deadlines.

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Look to Merrill for expert knowledge of global regulatory markets and comprehensive support and guidance through the regulatory disclosure process.

Automated filing system

Merrill enables filers to automatically generate EDGAR, XBRL and other corporate disclosures as required by global regulatory agencies.

Documents perfected

Securely draft, collaborate, perfect and distribute regulatory disclosure content on our end-to-end, SaaS solution Merrill Bridge or on Merrill DPA, our automated publishing software.

Quality control

Ensure compliance with Merrill’s extensive regulatory experience when filing with the US SEC, LSE (London Stock Exchange) and HKEx (Hong Kong Stock Exchange).

Extensive network

Our established global infrastructure and operating platform enable financial document printing and distribution in all major financial markets.

Merrill Technologies

Facilitate all mandatory filings and required shareholder communications with our best-in-class technology platforms.

  • Gain complete control over your financial disclosure and global regulatory reporting requirements with our end-to-end, secure, SaaS platform. Built on the Microsoft® Office® suite, Merrill Bridge unlocks productivity, allowing you to draft, collaborate, perfect and distribute regulatory disclosures.

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  • Merrill DPA gives you control over your compliance documents allowing you to import data and re-use content while providing audit trails to enhance accountability. Eliminate EDGAR and XBRL charges and ensure the most up-to-date disclosure by generating reports in real time.

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