Wis. Admin. Code Office of the Commissioner of Insurance § Ins 57.22 - Forms - incorporation by reference, summaries and omissions
Current through November 29, 2021
(1) INCORPORATION
BY REFERENCE. Information required by any item of forms A, B or C contained at
Appendix 1, may be incorporated by reference in answer or partial answer to any
other item. Information contained in any financial statement, annual report,
proxy statement, statement filed with a governmental authority, or any other
document may be incorporated by reference in answer or partial answer to any
item of form A, B or C provided the document or paper is filed as an exhibit to
the statement. Excerpts of documents may be filed as exhibits if the documents
are extensive. Documents currently on file with the commissioner which were
filed within the preceding 3 years need not be attached as exhibits. References
to information contained in exhibits or in documents already on file shall
clearly identify the material and shall specifically indicate that the material
is to be incorporated by reference in answer to the item. Information may not
be incorporated by reference in any case where the incorporation would render
the statement incomplete, unclear or confusing.
(2) SUMMARY. Where an item requires a summary
or outline of the provisions of any document, only a brief statement shall be
made as to the pertinent provisions of the document. In addition to the
statement, the summary or outline may incorporate by reference particular parts
of any exhibit or document currently on file with the commissioner which was
filed within 3 years and may be incorporated in its entirety by the reference.
In any case where 2 or more documents required to be filed as exhibits are
substantially identical in all material respects except as to the parties to
the documents, the dates of execution, or other details, a copy of only one of
the documents need be filed with a schedule identifying the omitted documents
and setting forth the material details in which such documents differ from the
documents that were filed.
Notes
The following state regulations pages link to this page.
State regulations are updated quarterly; we currently have two versions available. Below is a comparison between our most recent version and the prior quarterly release. More comparison features will be added as we have more versions to compare.