SEC DISCLOSURE EFFECTIVENESS TESTING ACT

Amendments

Enact (H.R. 1815), H8216, H8217, H8218, H8219 [17OC]

——— consideration (H. Res. 629), H8157 [16OC]

Bills and resolutions

Enact (H.R. 1815): consideration (see H. Res. 629), H8142 [15OC]

Letters

Provisions: Barbara Roper and Micah Hauptman, Consumer Federation of America, H8214 [17OC]

——— Bill Sweeney, AARP (organization), H8213 [17OC]

——— Ken E. Bentsen, Securities Industry and Financial Markets Association (SIFMA), H8212 [17OC]

——— Kevin R. Keller, Lauren Schadle, and Geoffrey Brown, Financial Planners Coalition, H8213 [17OC]

——— several financial organizations, H8212 [17OC]

Remarks in House

Enact (H.R. 1815), H8209–H8222 [17OC]

——— consideration (H. Res. 629), H8154–H8157 [16OC]

——— corrections in engrossment, H8224 [17OC]

SEC: apply investor testing requirements only to applicable disclosure documents developed after a certain date, H8218, H8219 [17OC]

——— clarify that the term ‘‘retail investor’’ does not mean an institutional investor, H8219, H8220 [17OC]

——— exempt Form CRS from investor testing requirements, H8216, H8217 [17OC]

——— include specific consideration of unique challenges senior investors face as part of overall investor testing, H8217, H8218 [17OC]

Reports filed

Consideration of H.R. 1815, Provisions: Committee on Rules (House) (H. Res. 629) (H. Rept. 116–237), H8142 [15OC]

Provisions: Committee on Financial Services (House) (H.R. 1815) (H. Rept. 116–123), H5005 [20JN]

Texts of

H. Res. 629, consideration of H.R. 1815, provisions, H8154 [16OC]

H.R. 1815, provisions, H8215 [17OC]