Indiana SB0279 regulates private credit funds by requiring quarterly investor reports and specific disclosures.

Indiana SB0279 establishes rules for private credit funds, which pool capital from investors to make loans to private businesses. After June 30, 2026, fund managers must deliver quarterly investor reports to Indiana investors and the securities commissioner. These reports must include details such as investment returns, loan statistics, and risk assessments. Additionally, the bill mandates that any investment information delivered to Indiana investors after June 30, 2026, must not positively describe the fund's risk profile unless accompanied by a disclaimer or an outside credit rating.

Indiana SB0279 regulates private credit funds by requiring quarterly investor reports and specific disclosures.

Indiana SB0279 establishes rules for private credit funds, which pool capital from investors to make loans to private businesses. After June 30, 2026, fund managers must deliver quarterly investor reports to Indiana investors and the securities commissioner. These reports must include details such as investment returns, loan statistics, and risk assessments. Additionally, the bill mandates that any investment information delivered to Indiana investors after June 30, 2026, must not positively describe the fund's risk profile unless accompanied by a disclaimer or an outside credit rating.