As companies get their PvP tables ready, the next step is deciding on how to “clearly describe” the PvP relationships. Companies may use graphs, narrative, or a combination of the two.

Watch our webcast playback as we look at the strategies companies are taking toward this important component of the disclosure. In particular, we’ll cover:

• Requirements under the SEC rule related to the Item 402(v)(5) relationship disclosures
• Different types of PvP variable relationships manifesting in practice
• Approaches to constructing the disclosure, from minimalist to context-rich methods
• Decision-making criteria for arriving at a final disclosure strategy
• Peer trends (so far) and implementation considerations
• Recent SEC commentary on PvP

Don’t miss this important next step in the PvP preparation journey.

CPE Credits: 1.0 (available to live webcast attendees)
Field of Study: Specialized Knowledge
Program Level: Overview
Additional CPE details