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Investor Testing of Form CRS Relationship Summary (PDF)
RAND Corporation for U.S. Securities and Exchange Commission [SEC] 
Nov. 9, 2018 122 pages. "RAND researchers designed and fielded the survey ... to collect information on the opinions, preferences, attitudes, and level of self-assessed comprehension of the U.S. adult population with regard to a sample Relationship Summary.... [T]he RAND team also conducted qualitative interviews to obtain further insights related to the reasoning and beliefs behind individuals' attitudes toward the Relationship Summary. This report presents the results of those data collection efforts.... [T]he most common recommendation for each section is to keep the length 'as is,' ranging from 43 percent to 62 percent of respondents." MORE >> |
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