Live Blogging: Form CRS

John Baker begins his discussion on Form CRS. He notes that it applies to SEC-registered investment advisers and broker-dealers. John adds that there is a 2-page limit, whereas dual registrants have 4 pages to work with. There are also a number of requirements and conditions regarding the format of Form CRS, such as use of white space, tables, charts, font size, etc. Layered disclosure is possible.