Preparing Regulatory Filing Submissions
Financial institutions submit regulatory filings (SEC, FINRA, etc.) that combine financial data, legal disclosures, and supporting exhibits. These have strict formatting requirements and page limits.
Workflow
- Compile all required sections: financial data, risk disclosures, officer certifications
- Convert any non-PDF sections to PDF format
- Use the PDF Merger to combine all sections in the regulatory-specified order
- Use the PDF Page Organizer to ensure correct pagination and remove blank pages
- Apply PDF Compression to meet filing system upload limits
- Verify the filing meets all format requirements and submit electronically
Recommended Tools
Recommended Formats
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