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When Creating Your Form CRS Remember to Use Plain English Language




When creating disclosure documents, it is really easy to insert ‘industry jargon’ when writing content.  The SEC has provided a Plain English Handbook: How to create clear SEC disclosure documents to help you with this process!  The SEC describes ‘plain english’ to mean analyzing and deciding what information investors need to make informed decisions, before words, sentences, or paragraphs are considered. A plain English document uses words economically and at a level the audience can understand. Its sentence structure is tight. Its tone is welcoming and direct. Its design is visually appealing. A plain English document is easy to read and looks like it’s meant to be read.  Don’t assume your investors know your business.