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Bridge over ocean
16 May 2019 Comment Letter

Comment Letter on Investor Testing of Form CRS Relationship Summary

  1. Kurt Schacht, JD, CFA
  2. Linda Rittenhouse, JD

SEC’s request for comments on the November 2018 research report titled “Investor Testing of Form CRS Relationship Summary” prepared by the RAND Corporation.

CFA Institute believes additional testing that focuses on investor comprehension is needed

View Comment Letter