By William Lutz et al.
This instruction manual exhibits how one can use well-established concepts for writing in simple English to create clearer and extra informative disclosure records. we're publishing this instruction manual just for your normal info. in fact, while drafting a rfile for submitting with the SEC, you need to ensure it meets all criminal standards.
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Additional resources for A Plain English Handbook - How to create clear SEC disclosure documents
When designing these documents, it’s easy to forget that you are using a color: black. Since black is such a powerful color, balancing it on the page can be a tightrope act: too little emphasis can grey-out the page, too much can blacken it. If you are using only black, your use of type is usually the way you balance the page’s color. Some typefaces are heavier or lighter than others, and most type families are available in varying weights. For example: heavy: Times Extra Bold less heavy: Times Bold lighter: Times Semi Bold lighter still: Times Regular heavy: Univers Black less heavy: Univers Bold lighter: Univers Regular lighter still: Univers Light Choosing the proper combinations of type weights will help to make your document look more inviting.
Where acronyms, such as REIT, are widely understood to the investing public, they can safely be used without creating confusion. Occasionally, it’s necessary to assign a shorter word to a long proper noun and use this word throughout the rest of the document. In these rare instances, try to choose a word that has an intuitive, logical relationship to the one it’s replacing. This reduces the number of new words or phrases the reader needs to memorize to understand the document. Choose the simpler synonym Surround complex ideas with short, common words.
Don’t forget your typography When choosing a typeface for text such as axis labels, consider using a sans serif typeface if the type is small and the text is short in length. If you want to insert a note or explanation directly on the graph ic, use a serif font if the text is long. Continue to use upper and lower case type for increased legibility. The guidelines for good typography we discussed earlier still apply when creating graphics. Trust your eye Finally, one guideline rises above all others in importance and rests squarely with you.