Get A Plain English Handbook - How to create clear SEC PDF

By William Lutz et al.

This guide exhibits how one can use well-established innovations for writing in undeniable English to create clearer and extra informative disclosure records. we're publishing this instruction manual just for your normal details. after all, while drafting a record for submitting with the SEC, you want to ensure it meets all felony standards.

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Additional info for A Plain English Handbook - How to create clear SEC disclosure documents

Example text

Before after 1997 Quarterly Sales Revenue in millions 1997 Quarterly Sales Revenue in millions $55 $60 $50 $50 $49 $45 $45 $40 $40 $30 $35 Alan J. ” $32 $20 $36 $30 $10 $32 $25 $0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Draw graphics to scale Any graphic should be proportionately correct or drawn to scale. For example, if you are showing an increase in oil production through a series of oil barrels in ever-increasing sizes, make sure a barrel isn’t represented as 50% bigger when production only went up 25% that year.

Garamond This is an example in 11pt. Helvetica This is an example in 11pt. Times Choose a legible type size A point size that is too small is difficult for everyone to read. A point size that is too large is also hard to read. Generally, type in 10pt–12pt is most common. But as you can see from the examples above, some typefaces in 11pt will strain some readers. If you have special concerns about legibility, especially for an elderly audience, you should consider using 12pt or larger. 42 a pl a i n en g l i s h h and b ook Emphasizing text It’s common in disclosure documents to see blocks of text in bold and uppercase letters.

In the margin of each paragraph, jot down the main and supporting points. ) If you can’t find these points too easily, it may mean the paragraph is a hodgepodge of unrelated topics. ” In your workspace or in a conference room, tape or tack the pages of your document to the wall. If it’s too long, you may want to spread out just your outline and summary. Then, thinking of your investors, physically move the pages into the order that makes the most sense. If only parts of pages need to be moved, cut them out and move just the parts.

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A Plain English Handbook - How to create clear SEC disclosure documents by William Lutz et al.

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