ACM Income Fund, Inc., et al.; Notice of Application, 49331-49334 [E5-4588]
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Federal Register / Vol. 70, No. 162 / Tuesday, August 23, 2005 / Notices
SWIS, enhanced controls on transient
combustibles, the existing fire detection
and automatic fire suppression
capability to maintain defense-in-depth,
and the availability of manual fire
fighting and associated fire fighting
equipment.
Pursuant to 10 CFR 51.32, the
Commission has determined that the
granting of this exemption will not have
a significant effect on the quality of the
human environment (70 FR 46892).
This exemption is effective upon
issuance.
Dated at Rockville, Maryland, this 16th day
of August, 2005.
For the Nuclear Regulatory Commission.
Ledyard B. Marsh,
Director, Division of Licensing Project
Management, Office of Nuclear Reactor
Regulation.
[FR Doc. E5–4597 Filed 8–22–05; 8:45 am]
BILLING CODE 7590–01–P
NUCLEAR REGULATORY
COMMISSION
Sunshine Act Meeting Notice
AGENCY HOLDING THE MEETINGS: Nuclear
Regulatory Commission.
DATE: Weeks of August 22, 29, and
September 5, 12, 19, 26, 2005.
PLACE: Commissioners’ Conference
Room, 11555 Rockville Pike, Rockville,
Maryland.
STATUS: Public and Closed.
MATTERS TO BE CONSIDERED:
notice. To verify the status of meetings
call (recording)—(301) 415–1292.
Contact person for more information:
Michelle Schroll, (301) 415–1662.
The NRC Commission Meeting
Schedule can be found on the Internet
at: https://www.nrc.gov/what-we-do/
policy-making/schedule.html.
The NRC provides reasonable
accommodation to individuals with
disabilities where appropriate. If you
need a reasonable accommodation to
participate in these public meetings, or
need this meeting notice or the
transcript or other information from the
public meetings in another format (e.g.,
braille, large print), please notify the
NRC’s Disability Program Coordinator,
August Spector, at (301) 415–7080,
TDD: (301) 415–2100, or by e-mail at
aks@nrc.gov. Determinations on
requests for reasonable accommodation
will be made on a case-by-case basis.
This notice is distributed by mail to
several hundred subscribers; if you no
longer wish to receive it, or would like
to be added to the distribution, please
contact the Office of the Secretary,
Washington, DC 20555 (301–415–1969).
In addition, distribution of this meeting
notice over the Internet system is
available. If you are interested in
receiving this Commission meeting
schedule electronically, please send an
electronic message to dkw@nrc.gov.
Dated: August 18, 2005.
Dave Gamberoni,
Office of the Secretary.
[FR Doc. 05–16777 Filed 8–19–05; 10:22 am]
BILLING CODE 7590–01–M
Week of August 22, 2005
There are no meetings scheduled for
the Week of August 22, 2005.
Week of August 29, 2005—Tentative
SECURITIES AND EXCHANGE
COMMISSION
There are no meetings scheduled for
the Week of August 29, 2005.
Submission for OMB Review;
Comment Request
Week of September 5, 2005—Tentative
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of Filings and
Information Services, Washington, DC
20549.
Wednesday, September 7, 2005:
9 a.m.—Discussion of Security Issues
(Closed—Ex. 1).
1:30 p.m.—Discussion of Security
Issues (Closed—Ex. 3).
Week of September 12, 2005—Tentative
There are no meetings scheduled for
the Week of September 12, 2005.
Week of September 19, 2005—Tentative
There are no meetings scheduled for
the Week of September 19, 2005.
Week of September 26, 2005—Tentative
There are no meetings scheduled for
the Week of September 26, 2005.
The schedule for Commission
meetings is subject to change on short
VerDate Aug<18>2005
15:03 Aug 22, 2005
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Extensions:
Form 8–A; OMB Control No. 3235–0056;
SEC File No. 270–54.
Notice is hereby given that pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.) the Securities
and Exchange Commission
(‘‘Commission’’) has submitted to the
Office of Management and Budget a
request for extension of the previously
approved collection of information
discussed below.
Form 8–A is a registration statement
for certain classes of securities pursuant
to Section 12(b) and 12(g) of the
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49331
Securities Exchange Act of 1934.
Section 12(a) requires securities traded
on national exchanges to be registered
under the Exchange Act. Section 12(b)
establishes the registration procedures.
Section 12(g), and Rule 12g–1
promulgated thereunder, extend the
Exchange Act registration requirements
to issuers engaged in interstate
commerce, or in a business affecting
interstate commerce, and having total
assets of $10,000,000 or more and a
class of equity security held of record by
500 or more people. The respondents
are companies offering securities. The
information must be filed with the
Commission on occasion. Form 8–A is
a public document and filing is
mandatory. The form takes
approximately 3 hours to prepare and is
filed by 1,760 respondents for a total of
5,280 annual burden hours.
Written comments regarding the
above information should be directed to
the following persons: (i) Desk Officer
for the Securities and Exchange
Commission, Office of Information and
Regulatory Affairs, Office of
Management and Budget, Room 10102,
New Executive Office Building,
Washington, DC 20503 or send an email to David_Rostker@omb.eop.gov;
and (ii) R. Corey Booth, Director/Chief
Information Officer, Office of
Information Technology, Securities and
Exchange Commission, 100 F Street,
NE., Washington, DC 20549. Comments
must be submitted to OMB within 30
days of this notice.
Dated: August 15, 2005.
Margaret H. McFarland,
Deputy Secretary.
[FR Doc. E5–4579 Filed 8–22–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
27029; 812–12930]
ACM Income Fund, Inc., et al.; Notice
of Application
August 16, 2005.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application for an
order under section 12(d)(1)(J) of the
Investment Company Act of 1940
(‘‘Act’’) for an exemption from sections
12(d)(1)(A) and (B) of the Act, under
sections 6(c) and 17(b) of the Act for an
exemption from section 17(a) of the Act,
and under section 17(d) of the Act and
rule 17d–1 under the Act to permit
certain joint transactions.
AGENCY:
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Federal Register / Vol. 70, No. 162 / Tuesday, August 23, 2005 / Notices
Summary of Application: The
applicants request an order that would
permit certain registered management
investment companies to invest
uninvested cash and cash collateral in
(i) affiliated money market funds or (ii)
affiliated private investment companies
excluded from the definition of
investment company under section
3(c)(1) or 3(c)(7) of the Act that comply
with rule 2a–7 under the Act.
Applicants: ACM Income Fund, Inc.,
ACM Managed Dollar Income Fund,
Inc., ACM Managed Income Fund, Inc.,
AllianceBernstein Americas
Government Income Trust, Inc.,
AllianceBernstein Balanced Shares, Inc.,
AllianceBernstein Bond Fund, Inc.,
AllianceBernstein Global Strategic
Income Trust, Inc., AllianceBernstein
Growth and Income Fund, Inc.,
AllianceBernstein Global Health Care
Fund, Inc., AllianceBernstein
Institutional Funds, Inc.,
AllianceBernstein International Premier
Growth Fund, Inc., AllianceBernstein
Mid-Cap Growth Fund, Inc.,
AllianceBernstein Multi-Market Strategy
Trust, Inc., AllianceBernstein Large Cap
Growth Fund, Inc., AllianceBernstein
Quasar Fund, Inc., AllianceBernstein
Global Technology Fund, Inc.,
AllianceBernstein Variable Products
Series Fund, Inc., AllianceBernstein
Worldwide Privatization Fund, Inc.,
AllianceBernstein Focused Growth and
Income Fund, Inc., AllianceBernstein
Utility Income Fund, Inc., The
AllianceBernstein Portfolios, and all
existing and future registered
management investment companies for
which Alliance Capital Management
L.P. (‘‘ACM’’) or an entity controlling,
controlled by, or under common control
with ACM serves in the future as an
investment adviser (collectively, the
‘‘Investment Companies’’); and ACM.
Filing Dates: The application was
filed on February 14, 2003 and amended
on April 14, 2005 and August 4, 2005.
Hearing or Notification of Hearing: An
order granting the application will be
issued unless the Commission orders a
hearing. Interested persons may request
a hearing by writing to the
Commission’s Secretary and serving
applicants with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on September 12, 2005,
and should be accompanied by proof of
service on the applicants, in the form of
an affidavit, or, for lawyers, a certificate
of service. Hearing requests should state
the nature of the writer’s interest, the
reason for the request, and the issues
contested. Persons who wish to be
notified of a hearing may request
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15:03 Aug 22, 2005
Jkt 205001
notification by writing to the
Commission’s Secretary.
ADDRESSES: Secretary, U.S. Securities
and Exchange Commission, 100 F
Street, NE., Washington, DC 20549–
9303; Applicants, c/o Emilie D. Wrapp,
Alliance Capital Management, L.P.,
1345 Avenue of the Americas, New
York, NY 10105.
FOR FURTHER INFORMATION CONTACT: John
Yoder, Attorney-Adviser, at (202) 551–
6878 or Mary Kay Frech, Branch Chief,
at (202) 551–6821 (Division of
Investment Management, Office of
Investment Company Regulation).
SUPPLEMENTARY INFORMATION: The
following is a summary of the
application. The complete application
may be obtained for a fee at the
Commission’s Public Reference Desk,
100 F Street, NE., Washington DC
20549–0102 (telephone (202) 551–5850).
Applicants’ Representations
1. Each of the Investment Companies,
other than ACM Income Fund, Inc.,
ACM Managed Dollar Income Fund,
Inc., and ACM Managed Income Fund,
Inc., is registered under the Act as an
open-end management investment
company. ACM Income Fund, Inc.,
ACM Managed Dollar Income Fund,
Inc., and ACM Managed Income Fund,
Inc. are registered under the Act as
closed-end management investment
companies. Most of the open-end
Investment Companies are series
companies consisting of one or more
series, each with separate investment
objectives and policies. As used herein,
the term ‘‘Fund’’ refers to each separate
series of an Investment Company that is
organized as a series company or, for an
Investment Company that is not
organized as a series company, that
Investment Company.1 ACM is an
investment adviser registered under the
Investment Advisers Act of 1940 and
serves as investment adviser to each
Fund. Each Fund has, or may be
expected to have, cash that has not been
invested in portfolio securities
(‘‘Uninvested Cash’’). Uninvested Cash
may result from a variety of sources,
including dividends or interest received
on portfolio securities, unsettled
securities transactions, reserves held for
investment strategy purposes, scheduled
maturity of investments, liquidation of
investment securities to meet
anticipated redemptions, dividend
payments or money from investors.
Certain Funds also may participate in a
1 All existing Funds that currently intend to rely
on the requested order are named as applicants.
Any other existing or future Funds that may rely on
the order in the future will do so only in accordance
with the terms and conditions of the application.
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securities lending program (‘‘Securities
Lending Program’’) under which a Fund
may lend its portfolio securities to
registered broker-dealers or other
institutional investors. The loans are
secured by collateral, including cash
collateral (‘‘Cash Collateral’’ and
together, with Uninvested Cash, ‘‘Cash
Balances’’), equal at all times to at least
the market value of the securities
loaned.
2. Applicants request an order to
permit: (i) Each of the Funds to use their
Cash Balances to purchase shares of one
or more of the Funds that are money
market funds and comply with rule 2a–
7 under the Act (the ‘‘Registered Money
Market Funds’’) or shares of private
investment companies advised by ACM
that are excluded from the definition of
investment company pursuant to
section 3(c)(1) or 3(c)(7) of the Act and
comply with rule 2a–7 under the Act
(the ‘‘Non-Registered Money Market
Funds’’) (the Registered Money Market
Funds and the Non-Registered Money
Market Funds, collectively, the ‘‘Money
Market Funds’’) (such Funds, including
Registered Money Market Funds that
purchase shares of other Money Market
Funds, are referred to as the ‘‘Investing
Funds’’); and (ii) the Money Market
Funds to sell their shares to, and
purchase (redeem) such shares from, the
Investing Funds.
3. The investment of Cash Balances in
shares of the Money Market Funds will
be made only in accordance with each
Investing Fund’s investment restrictions
and policies as set forth in its
prospectus and statement of additional
information. Applicants believe that the
proposed transactions may reduce
transaction costs, create more liquidity,
increase returns, and diversify holdings.
Applicants’ Legal Analysis
1. Section 12(d)(1)(A) of the Act
provides that no investment company
may acquire securities of a registered
investment company if such securities
represent more than 3% of the acquired
company’s outstanding voting stock,
more than 5% of the acquiring
company’s total assets, or if such
securities, together with the securities of
other acquired investment companies,
represent more than 10% of the
acquiring company’s total assets.
Section 12(d)(1)(B) of the Act provides
that no registered open-end investment
company may sell its securities to
another investment company if the sale
will cause the acquiring company to
own more than 3% of the acquired
company’s voting stock, or if the sale
will cause more than 10% of the
acquired company’s voting stock to be
owned by investment companies.
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Federal Register / Vol. 70, No. 162 / Tuesday, August 23, 2005 / Notices
2. Section 12(d)(1)(J) of the Act
provides that the Commission may
exempt any person, security, or
transaction from any provision of
section 12(d)(1) if and to the extent that
such exemption is consistent with the
public interest and the protection of
investors. Applicants request relief
under section 12(d)(1)(J) to permit the
Investing Funds to use their Cash
Balances to acquire shares of the
Registered Money Market Funds in
excess of the percentage limitations in
section 12(d)(1)(A), provided however,
that in all cases an Investing Fund’s
aggregate investment of Uninvested
Cash in shares of the Money Market
Funds will not exceed 25% of the
Investing Fund’s total assets at any time.
Applicants also request relief to permit
the Registered Money Market Funds to
sell their securities to the Investing
Funds in excess of the percentage
limitations in section 12(d)(1)(B).
3. Applicants state that the proposed
arrangement will not result in the
abuses that sections 12(d)(1)(A) and (B)
were intended to prevent. Applicants
state that there is no threat of
redemption to gain undue influence
over the Registered Money Market
Funds due to the highly liquid nature of
each Registered Money Market Fund’s
portfolio. Applicants state that the
proposed arrangement will not result in
inappropriate layering of fees. Shares of
the Money Market Funds sold to the
Investing Funds will not be subject to a
sales load, redemption fee, distribution
fee under a plan adopted in accordance
with rule 12b–1 under the Act or service
fee (as defined in NASD Conduct Rule
2830(b)(9)). If a Money Market Fund
offers more than one class of shares in
which an Investing Fund may invest,
the Investing Fund will invest its Cash
Balances only in the class with the
lowest expense ratio at the time of
investment. In connection with
approving any advisory contract for an
Investing Fund, the board of directors or
trustees of each Investing Fund
(‘‘Board’’), including a majority of the
directors/trustees who are not
‘‘interested persons,’’ as defined in
section 2(a)(19) of the Act
(‘‘Independent Trustees’’), will consider
to what extent, if any, the advisory fees
charged to the Investing Fund by ACM
should be reduced to account for
reduced services provided to the
Investing Fund by ACM as a result of
the investment of Uninvested Cash in a
Money Market Fund. In this regard,
ACM will provide the Board with
specific information regarding the
approximate cost to ACM of, or portion
of the advisory fee under the existing
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15:03 Aug 22, 2005
Jkt 205001
advisory contract attributable to,
managing the Uninvested Cash of the
Investing Fund that can be expected to
be invested in the Money Market Funds.
Applicants represent that no Money
Market Fund whose shares are held by
an Investing Fund will acquire
securities of any other investment
company, or company relying on
section 3(c)(1) or 3(c)(7) of the Act, in
excess of the limitations contained in
section 12(d)(1)(A) of the Act.
4. Section 17(a) of the Act makes it
unlawful for any affiliated person of a
registered investment company, acting
as principal, to sell or purchase any
security to or from the investment
company. Section 2(a)(3) of the Act
defines an affiliated person of an
investment company to include any
person directly or indirectly owning,
controlling, or holding with power to
vote 5% or more of the outstanding
voting securities of the other person,
any person 5% or more of whose
outstanding securities are directly or
indirectly owned, controlled, or held
with power to vote by the other person,
any person directly or indirectly
controlling, controlled by, or under
common control with the other person,
and any investment adviser to the
investment company. Because the
Investing Funds and the Money Market
Funds have ACM as their investment
adviser, they may be deemed to be
under common control and thus
affiliated persons of each other. In
addition, if an Investing Fund purchases
more than 5% of the voting securities of
a Money Market Fund, the Money
Market Fund and the Investing Fund
may be affiliated persons of each other.
As a result, if a Money Market Fund
were deemed to be an affiliated person
of an Investing Fund, section 17(a)
would prohibit the sale of the shares of
Money Market Funds to the Investing
Funds, and the redemption of the shares
by the Investing Funds.
5. Section 17(b) of the Act authorizes
the Commission to exempt a transaction
from section 17(a) of the Act if the terms
of the proposed transaction, including
the consideration to be paid or received,
are reasonable and fair and do not
involve overreaching on the part of any
person concerned, and the proposed
transaction is consistent with the policy
of each registered investment company
concerned and with the general
purposes of the Act. Section 6(c) of the
Act permits the Commission to exempt
persons or transactions from any
provision of the Act, if the exemption is
necessary or appropriate in the public
interest and consistent with the
protection of investors and the purposes
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49333
fairly intended by the policy and
provisions of the Act.
6. Applicants submit that their
request for relief to permit the purchase
and redemption of shares of the Money
Market Funds by the Investing Funds
satisfies the standards in sections 6(c)
and 17(b) of the Act. Applicants note
that shares of the Money Market Funds
will be purchased and redeemed at their
net asset value, the same consideration
paid and received for these shares by
any other shareholder. Applicants state
that the Investing Funds will retain their
ability to invest Cash Balances directly
in money market instruments as
authorized by their respective
investment objectives and policies.
Applicants state that a Money Market
Fund has the right to discontinue selling
shares to any of the Investing Funds if
the Money Market Fund’s Board
determines that such sale would
adversely affect the Money Market
Fund’s portfolio management and
operations.
7. Section 17(d) of the Act and rule
17d–1 under the Act prohibit an
affiliated person of a registered
investment company, acting as
principal, from participating in or
effecting any transaction in connection
with any joint enterprise or joint
arrangement in which the investment
company participates, unless the
Commission has approved the joint
arrangement. Applicants state that the
Investing Funds and the Money Market
Funds, by participating in the proposed
transactions, and ACM, by managing the
proposed transactions, could be deemed
to be participating in a joint
arrangement within the meaning of
section 17(d) and rule 17d–1.
8. In considering whether to approve
a joint transaction under rule 17d–1, the
Commission considers whether the
investment company’s participation in
the joint transaction is consistent with
the provisions, policies and purposes of
the Act, and the extent to which the
participation is on a basis different from
or less advantageous than that of other
participants. Applicants state that the
investment by the Investing Funds in
shares of the Money Market Funds
would be on the same basis and no
different from or less advantageous than
that of other participants. Applicants
submit that the proposed transactions
meet the standards for an order under
rule 17d–1.
Applicants’ Conditions
Applicants agree that the order
granting the requested relief shall be
subject to the following conditions:
1. Shares of the Money Market Funds
sold to and redeemed by the Investing
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49334
Federal Register / Vol. 70, No. 162 / Tuesday, August 23, 2005 / Notices
Funds will not be subject to a sales load,
redemption fee, distribution fee under a
plan adopted in accordance with rule
12b–1 under the Act, or service fee (as
defined in rule 2830(b)(9) of the NASD
Conduct Rules) or if such shares are
subject to any such fee, ACM will waive
its advisory fee for each Investing Fund
in an amount that offsets the amount of
such fees incurred by the Investing
Fund.
2. Prior to reliance on the order with
respect to Uninvested Cash, an Investing
Fund will hold a meeting of the Board
for the purpose of voting on the
advisory contract under section 15 of
the Act. In that context, before
approving any advisory contract for the
Investing Fund, the Board, including a
majority of the Independent Trustees,
taking into account all relevant factors,
shall consider to what extent, if any, the
advisory fees charged to the Investing
Fund by ACM should be reduced to
account for reduced services provided
to the Investing Fund by ACM as a
result of the Uninvested Cash being
invested in the Money Market Funds. In
connection with this consideration,
ACM will provide the Board with
specific information regarding the
approximate cost to ACM of, or portion
of the advisory fee under the existing
advisory contract attributable to,
managing the Uninvested Cash of the
Investing Fund that can be expected to
be invested in the Money Market Funds.
The minute books of the Investing Fund
will record fully the Board’s
considerations in approving the
advisory contract, including the
considerations relating to fees referred
to above.
3. Investment of Cash Balances in
shares of the Money Market Funds will
be in accordance with each Investing
Fund’s respective investment
restrictions and will be consistent with
each Investing Fund’s investment
policies set forth in its prospectus and
statement of additional information.
4. Each Investing Fund and each
Money Market Fund relying on the
order will be advised by ACM. An
Investing Fund that is subadvised, but
not advised, by ACM may rely on the
order provided that ACM manages the
Cash Balances and the Investing Fund is
in the same group of investment
companies (as defined in section
12(d)(1)(G) of the Act) as the Money
Market Fund in which the Investing
Fund invests its Cash Balances.
5. No Money Market Fund whose
shares are held by an Investing Fund
shall acquire securities of any other
investment company, or company
relying on section 3(c)(1) or 3(c)(7) of
the Act, in excess of the limits
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15:03 Aug 22, 2005
Jkt 205001
contained in section 12(d)(1)(A) of the
Act.
6. Before an Investing Fund may
participate in the Securities Lending
Program, a majority of the Board,
including a majority of the Independent
Trustees, will approve the Investing
Fund’s participation in the Securities
Lending Program. The Board also will
evaluate the Securities Lending Program
and its results no less frequently than
annually and determine that any
investment of Cash Collateral in the
Money Market Funds is in the best
interests of the shareholders of the
Investing Fund.
7. Each Investing Fund will invest
Uninvested Cash in, and hold shares of,
the Money Market Funds only to the
extent that the Investing Fund’s
aggregate investment of Uninvested
Cash in the Money Market Funds does
not exceed 25% of the Investing Fund’s
total assets.
8. The Non-Registered Money Market
Funds will comply with the
requirements of sections 17(a), (d), and
(e), and 18 of the Act as if the NonRegistered Money Market Funds were
registered open-end investment
companies. With respect to all
redemption requests made by an
Investing Fund, the Non-Registered
Money Market Funds will comply with
section 22(e) of the Act. ACM will adopt
procedures designed to ensure that each
Non-Registered Money Market Fund
complies with sections 17(a), (d), and
(e), 18 and 22(e) of the Act. ACM will
also periodically review and update as
appropriate such procedures and will
maintain books and records describing
such procedures, and maintain the
records required by rules 31a–1(b)(1),
31a–1(b)(2)(ii), and 31a–1(b)(9) under
the Act. All books and records required
to be made pursuant to this condition
will be maintained and preserved for a
period of not less than six years from
the end of the fiscal year in which any
transaction occurred, the first two years
in an easily accessible place, and will be
subject to examination by the
Commission and its staff.
9. Each Non-Registered Money Market
Fund will comply with rule 2a–7 under
the Act and use the amortized cost
method of valuation. With respect to
such Non-Registered Money Market
Fund, ACM will adopt and monitor the
procedures described in rule 2a–7(c)(7)
and will take such other actions as are
required to be taken under those
procedures. An Investing Fund may
only purchase shares of a NonRegistered Money Market Fund if ACM
determines on an ongoing basis that the
Non-Registered Money Market Fund is
in compliance with rule 2a–7. ACM will
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preserve for a period of not less than six
years from the date of determination,
the first two years in an easily accessible
place, a record of such determination
and the basis upon which the
determination was made. This record
will be subject to examination by the
Commission and its staff.
10. Each Investing Fund will purchase
and redeem shares of any NonRegistered Money Market Fund as of the
same time and at the same price, and
will receive dividends and bear its
proportionate share of expenses on the
same basis, as other shareholders of the
Non-Registered Money Market Fund. A
separate account will be established in
the shareholder records of each NonRegistered Money Market Fund for the
account of each Investing Fund that
invests in such Non-Registered Money
Market Fund.
11. The Board will satisfy the fund
governance standards as defined in rule
0–1(a)(7) under the Act by the
compliance date set for the rule.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Margaret H. McFarland,
Deputy Secretary.
[FR Doc. E5–4588 Filed 8–22–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[File No. 500–1]
In the Matter of GSB Financial Services
Inc.; Order of Suspension of Trading
August 19, 2005.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of GSB
Financial Services Inc. (‘‘GSBF’’)
because of possible manipulative acts,
taken by individuals associated with the
company, in connection with the market
for the company’s stock.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
company.
Therefore, it is ordered, pursuant to
section 12(k) of the Securities Exchange
Act of 1934, that trading in the abovelisted company is suspended for the
period from 9:30 a.m. e.d.t., on August
19, 2005 through 11:59 p.m. e.d.t., on
September 1, 2005.
E:\FR\FM\23AUN1.SGM
23AUN1
Agencies
[Federal Register Volume 70, Number 162 (Tuesday, August 23, 2005)]
[Notices]
[Pages 49331-49334]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E5-4588]
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SECURITIES AND EXCHANGE COMMISSION
[Investment Company Act Release No. 27029; 812-12930]
ACM Income Fund, Inc., et al.; Notice of Application
August 16, 2005.
AGENCY: Securities and Exchange Commission (``Commission'').
ACTION: Notice of an application for an order under section 12(d)(1)(J)
of the Investment Company Act of 1940 (``Act'') for an exemption from
sections 12(d)(1)(A) and (B) of the Act, under sections 6(c) and 17(b)
of the Act for an exemption from section 17(a) of the Act, and under
section 17(d) of the Act and rule 17d-1 under the Act to permit certain
joint transactions.
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[[Page 49332]]
Summary of Application: The applicants request an order that would
permit certain registered management investment companies to invest
uninvested cash and cash collateral in (i) affiliated money market
funds or (ii) affiliated private investment companies excluded from the
definition of investment company under section 3(c)(1) or 3(c)(7) of
the Act that comply with rule 2a-7 under the Act.
Applicants: ACM Income Fund, Inc., ACM Managed Dollar Income Fund,
Inc., ACM Managed Income Fund, Inc., AllianceBernstein Americas
Government Income Trust, Inc., AllianceBernstein Balanced Shares, Inc.,
AllianceBernstein Bond Fund, Inc., AllianceBernstein Global Strategic
Income Trust, Inc., AllianceBernstein Growth and Income Fund, Inc.,
AllianceBernstein Global Health Care Fund, Inc., AllianceBernstein
Institutional Funds, Inc., AllianceBernstein International Premier
Growth Fund, Inc., AllianceBernstein Mid-Cap Growth Fund, Inc.,
AllianceBernstein Multi-Market Strategy Trust, Inc., AllianceBernstein
Large Cap Growth Fund, Inc., AllianceBernstein Quasar Fund, Inc.,
AllianceBernstein Global Technology Fund, Inc., AllianceBernstein
Variable Products Series Fund, Inc., AllianceBernstein Worldwide
Privatization Fund, Inc., AllianceBernstein Focused Growth and Income
Fund, Inc., AllianceBernstein Utility Income Fund, Inc., The
AllianceBernstein Portfolios, and all existing and future registered
management investment companies for which Alliance Capital Management
L.P. (``ACM'') or an entity controlling, controlled by, or under common
control with ACM serves in the future as an investment adviser
(collectively, the ``Investment Companies''); and ACM.
Filing Dates: The application was filed on February 14, 2003 and
amended on April 14, 2005 and August 4, 2005.
Hearing or Notification of Hearing: An order granting the
application will be issued unless the Commission orders a hearing.
Interested persons may request a hearing by writing to the Commission's
Secretary and serving applicants with a copy of the request, personally
or by mail. Hearing requests should be received by the Commission by
5:30 p.m. on September 12, 2005, and should be accompanied by proof of
service on the applicants, in the form of an affidavit, or, for
lawyers, a certificate of service. Hearing requests should state the
nature of the writer's interest, the reason for the request, and the
issues contested. Persons who wish to be notified of a hearing may
request notification by writing to the Commission's Secretary.
ADDRESSES: Secretary, U.S. Securities and Exchange Commission, 100 F
Street, NE., Washington, DC 20549-9303; Applicants, c/o Emilie D.
Wrapp, Alliance Capital Management, L.P., 1345 Avenue of the Americas,
New York, NY 10105.
FOR FURTHER INFORMATION CONTACT: John Yoder, Attorney-Adviser, at (202)
551-6878 or Mary Kay Frech, Branch Chief, at (202) 551-6821 (Division
of Investment Management, Office of Investment Company Regulation).
SUPPLEMENTARY INFORMATION: The following is a summary of the
application. The complete application may be obtained for a fee at the
Commission's Public Reference Desk, 100 F Street, NE., Washington DC
20549-0102 (telephone (202) 551-5850).
Applicants' Representations
1. Each of the Investment Companies, other than ACM Income Fund,
Inc., ACM Managed Dollar Income Fund, Inc., and ACM Managed Income
Fund, Inc., is registered under the Act as an open-end management
investment company. ACM Income Fund, Inc., ACM Managed Dollar Income
Fund, Inc., and ACM Managed Income Fund, Inc. are registered under the
Act as closed-end management investment companies. Most of the open-end
Investment Companies are series companies consisting of one or more
series, each with separate investment objectives and policies. As used
herein, the term ``Fund'' refers to each separate series of an
Investment Company that is organized as a series company or, for an
Investment Company that is not organized as a series company, that
Investment Company.\1\ ACM is an investment adviser registered under
the Investment Advisers Act of 1940 and serves as investment adviser to
each Fund. Each Fund has, or may be expected to have, cash that has not
been invested in portfolio securities (``Uninvested Cash''). Uninvested
Cash may result from a variety of sources, including dividends or
interest received on portfolio securities, unsettled securities
transactions, reserves held for investment strategy purposes, scheduled
maturity of investments, liquidation of investment securities to meet
anticipated redemptions, dividend payments or money from investors.
Certain Funds also may participate in a securities lending program
(``Securities Lending Program'') under which a Fund may lend its
portfolio securities to registered broker-dealers or other
institutional investors. The loans are secured by collateral, including
cash collateral (``Cash Collateral'' and together, with Uninvested
Cash, ``Cash Balances''), equal at all times to at least the market
value of the securities loaned.
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\1\ All existing Funds that currently intend to rely on the
requested order are named as applicants. Any other existing or
future Funds that may rely on the order in the future will do so
only in accordance with the terms and conditions of the application.
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2. Applicants request an order to permit: (i) Each of the Funds to
use their Cash Balances to purchase shares of one or more of the Funds
that are money market funds and comply with rule 2a-7 under the Act
(the ``Registered Money Market Funds'') or shares of private investment
companies advised by ACM that are excluded from the definition of
investment company pursuant to section 3(c)(1) or 3(c)(7) of the Act
and comply with rule 2a-7 under the Act (the ``Non-Registered Money
Market Funds'') (the Registered Money Market Funds and the Non-
Registered Money Market Funds, collectively, the ``Money Market
Funds'') (such Funds, including Registered Money Market Funds that
purchase shares of other Money Market Funds, are referred to as the
``Investing Funds''); and (ii) the Money Market Funds to sell their
shares to, and purchase (redeem) such shares from, the Investing Funds.
3. The investment of Cash Balances in shares of the Money Market
Funds will be made only in accordance with each Investing Fund's
investment restrictions and policies as set forth in its prospectus and
statement of additional information. Applicants believe that the
proposed transactions may reduce transaction costs, create more
liquidity, increase returns, and diversify holdings.
Applicants' Legal Analysis
1. Section 12(d)(1)(A) of the Act provides that no investment
company may acquire securities of a registered investment company if
such securities represent more than 3% of the acquired company's
outstanding voting stock, more than 5% of the acquiring company's total
assets, or if such securities, together with the securities of other
acquired investment companies, represent more than 10% of the acquiring
company's total assets. Section 12(d)(1)(B) of the Act provides that no
registered open-end investment company may sell its securities to
another investment company if the sale will cause the acquiring company
to own more than 3% of the acquired company's voting stock, or if the
sale will cause more than 10% of the acquired company's voting stock to
be owned by investment companies.
[[Page 49333]]
2. Section 12(d)(1)(J) of the Act provides that the Commission may
exempt any person, security, or transaction from any provision of
section 12(d)(1) if and to the extent that such exemption is consistent
with the public interest and the protection of investors. Applicants
request relief under section 12(d)(1)(J) to permit the Investing Funds
to use their Cash Balances to acquire shares of the Registered Money
Market Funds in excess of the percentage limitations in section
12(d)(1)(A), provided however, that in all cases an Investing Fund's
aggregate investment of Uninvested Cash in shares of the Money Market
Funds will not exceed 25% of the Investing Fund's total assets at any
time. Applicants also request relief to permit the Registered Money
Market Funds to sell their securities to the Investing Funds in excess
of the percentage limitations in section 12(d)(1)(B).
3. Applicants state that the proposed arrangement will not result
in the abuses that sections 12(d)(1)(A) and (B) were intended to
prevent. Applicants state that there is no threat of redemption to gain
undue influence over the Registered Money Market Funds due to the
highly liquid nature of each Registered Money Market Fund's portfolio.
Applicants state that the proposed arrangement will not result in
inappropriate layering of fees. Shares of the Money Market Funds sold
to the Investing Funds will not be subject to a sales load, redemption
fee, distribution fee under a plan adopted in accordance with rule 12b-
1 under the Act or service fee (as defined in NASD Conduct Rule
2830(b)(9)). If a Money Market Fund offers more than one class of
shares in which an Investing Fund may invest, the Investing Fund will
invest its Cash Balances only in the class with the lowest expense
ratio at the time of investment. In connection with approving any
advisory contract for an Investing Fund, the board of directors or
trustees of each Investing Fund (``Board''), including a majority of
the directors/trustees who are not ``interested persons,'' as defined
in section 2(a)(19) of the Act (``Independent Trustees''), will
consider to what extent, if any, the advisory fees charged to the
Investing Fund by ACM should be reduced to account for reduced services
provided to the Investing Fund by ACM as a result of the investment of
Uninvested Cash in a Money Market Fund. In this regard, ACM will
provide the Board with specific information regarding the approximate
cost to ACM of, or portion of the advisory fee under the existing
advisory contract attributable to, managing the Uninvested Cash of the
Investing Fund that can be expected to be invested in the Money Market
Funds. Applicants represent that no Money Market Fund whose shares are
held by an Investing Fund will acquire securities of any other
investment company, or company relying on section 3(c)(1) or 3(c)(7) of
the Act, in excess of the limitations contained in section 12(d)(1)(A)
of the Act.
4. Section 17(a) of the Act makes it unlawful for any affiliated
person of a registered investment company, acting as principal, to sell
or purchase any security to or from the investment company. Section
2(a)(3) of the Act defines an affiliated person of an investment
company to include any person directly or indirectly owning,
controlling, or holding with power to vote 5% or more of the
outstanding voting securities of the other person, any person 5% or
more of whose outstanding securities are directly or indirectly owned,
controlled, or held with power to vote by the other person, any person
directly or indirectly controlling, controlled by, or under common
control with the other person, and any investment adviser to the
investment company. Because the Investing Funds and the Money Market
Funds have ACM as their investment adviser, they may be deemed to be
under common control and thus affiliated persons of each other. In
addition, if an Investing Fund purchases more than 5% of the voting
securities of a Money Market Fund, the Money Market Fund and the
Investing Fund may be affiliated persons of each other. As a result, if
a Money Market Fund were deemed to be an affiliated person of an
Investing Fund, section 17(a) would prohibit the sale of the shares of
Money Market Funds to the Investing Funds, and the redemption of the
shares by the Investing Funds.
5. Section 17(b) of the Act authorizes the Commission to exempt a
transaction from section 17(a) of the Act if the terms of the proposed
transaction, including the consideration to be paid or received, are
reasonable and fair and do not involve overreaching on the part of any
person concerned, and the proposed transaction is consistent with the
policy of each registered investment company concerned and with the
general purposes of the Act. Section 6(c) of the Act permits the
Commission to exempt persons or transactions from any provision of the
Act, if the exemption is necessary or appropriate in the public
interest and consistent with the protection of investors and the
purposes fairly intended by the policy and provisions of the Act.
6. Applicants submit that their request for relief to permit the
purchase and redemption of shares of the Money Market Funds by the
Investing Funds satisfies the standards in sections 6(c) and 17(b) of
the Act. Applicants note that shares of the Money Market Funds will be
purchased and redeemed at their net asset value, the same consideration
paid and received for these shares by any other shareholder. Applicants
state that the Investing Funds will retain their ability to invest Cash
Balances directly in money market instruments as authorized by their
respective investment objectives and policies. Applicants state that a
Money Market Fund has the right to discontinue selling shares to any of
the Investing Funds if the Money Market Fund's Board determines that
such sale would adversely affect the Money Market Fund's portfolio
management and operations.
7. Section 17(d) of the Act and rule 17d-1 under the Act prohibit
an affiliated person of a registered investment company, acting as
principal, from participating in or effecting any transaction in
connection with any joint enterprise or joint arrangement in which the
investment company participates, unless the Commission has approved the
joint arrangement. Applicants state that the Investing Funds and the
Money Market Funds, by participating in the proposed transactions, and
ACM, by managing the proposed transactions, could be deemed to be
participating in a joint arrangement within the meaning of section
17(d) and rule 17d-1.
8. In considering whether to approve a joint transaction under rule
17d-1, the Commission considers whether the investment company's
participation in the joint transaction is consistent with the
provisions, policies and purposes of the Act, and the extent to which
the participation is on a basis different from or less advantageous
than that of other participants. Applicants state that the investment
by the Investing Funds in shares of the Money Market Funds would be on
the same basis and no different from or less advantageous than that of
other participants. Applicants submit that the proposed transactions
meet the standards for an order under rule 17d-1.
Applicants' Conditions
Applicants agree that the order granting the requested relief shall
be subject to the following conditions:
1. Shares of the Money Market Funds sold to and redeemed by the
Investing
[[Page 49334]]
Funds will not be subject to a sales load, redemption fee, distribution
fee under a plan adopted in accordance with rule 12b-1 under the Act,
or service fee (as defined in rule 2830(b)(9) of the NASD Conduct
Rules) or if such shares are subject to any such fee, ACM will waive
its advisory fee for each Investing Fund in an amount that offsets the
amount of such fees incurred by the Investing Fund.
2. Prior to reliance on the order with respect to Uninvested Cash,
an Investing Fund will hold a meeting of the Board for the purpose of
voting on the advisory contract under section 15 of the Act. In that
context, before approving any advisory contract for the Investing Fund,
the Board, including a majority of the Independent Trustees, taking
into account all relevant factors, shall consider to what extent, if
any, the advisory fees charged to the Investing Fund by ACM should be
reduced to account for reduced services provided to the Investing Fund
by ACM as a result of the Uninvested Cash being invested in the Money
Market Funds. In connection with this consideration, ACM will provide
the Board with specific information regarding the approximate cost to
ACM of, or portion of the advisory fee under the existing advisory
contract attributable to, managing the Uninvested Cash of the Investing
Fund that can be expected to be invested in the Money Market Funds. The
minute books of the Investing Fund will record fully the Board's
considerations in approving the advisory contract, including the
considerations relating to fees referred to above.
3. Investment of Cash Balances in shares of the Money Market Funds
will be in accordance with each Investing Fund's respective investment
restrictions and will be consistent with each Investing Fund's
investment policies set forth in its prospectus and statement of
additional information.
4. Each Investing Fund and each Money Market Fund relying on the
order will be advised by ACM. An Investing Fund that is subadvised, but
not advised, by ACM may rely on the order provided that ACM manages the
Cash Balances and the Investing Fund is in the same group of investment
companies (as defined in section 12(d)(1)(G) of the Act) as the Money
Market Fund in which the Investing Fund invests its Cash Balances.
5. No Money Market Fund whose shares are held by an Investing Fund
shall acquire securities of any other investment company, or company
relying on section 3(c)(1) or 3(c)(7) of the Act, in excess of the
limits contained in section 12(d)(1)(A) of the Act.
6. Before an Investing Fund may participate in the Securities
Lending Program, a majority of the Board, including a majority of the
Independent Trustees, will approve the Investing Fund's participation
in the Securities Lending Program. The Board also will evaluate the
Securities Lending Program and its results no less frequently than
annually and determine that any investment of Cash Collateral in the
Money Market Funds is in the best interests of the shareholders of the
Investing Fund.
7. Each Investing Fund will invest Uninvested Cash in, and hold
shares of, the Money Market Funds only to the extent that the Investing
Fund's aggregate investment of Uninvested Cash in the Money Market
Funds does not exceed 25% of the Investing Fund's total assets.
8. The Non-Registered Money Market Funds will comply with the
requirements of sections 17(a), (d), and (e), and 18 of the Act as if
the Non-Registered Money Market Funds were registered open-end
investment companies. With respect to all redemption requests made by
an Investing Fund, the Non-Registered Money Market Funds will comply
with section 22(e) of the Act. ACM will adopt procedures designed to
ensure that each Non-Registered Money Market Fund complies with
sections 17(a), (d), and (e), 18 and 22(e) of the Act. ACM will also
periodically review and update as appropriate such procedures and will
maintain books and records describing such procedures, and maintain the
records required by rules 31a-1(b)(1), 31a-1(b)(2)(ii), and 31a-1(b)(9)
under the Act. All books and records required to be made pursuant to
this condition will be maintained and preserved for a period of not
less than six years from the end of the fiscal year in which any
transaction occurred, the first two years in an easily accessible
place, and will be subject to examination by the Commission and its
staff.
9. Each Non-Registered Money Market Fund will comply with rule 2a-7
under the Act and use the amortized cost method of valuation. With
respect to such Non-Registered Money Market Fund, ACM will adopt and
monitor the procedures described in rule 2a-7(c)(7) and will take such
other actions as are required to be taken under those procedures. An
Investing Fund may only purchase shares of a Non-Registered Money
Market Fund if ACM determines on an ongoing basis that the Non-
Registered Money Market Fund is in compliance with rule 2a-7. ACM will
preserve for a period of not less than six years from the date of
determination, the first two years in an easily accessible place, a
record of such determination and the basis upon which the determination
was made. This record will be subject to examination by the Commission
and its staff.
10. Each Investing Fund will purchase and redeem shares of any Non-
Registered Money Market Fund as of the same time and at the same price,
and will receive dividends and bear its proportionate share of expenses
on the same basis, as other shareholders of the Non-Registered Money
Market Fund. A separate account will be established in the shareholder
records of each Non-Registered Money Market Fund for the account of
each Investing Fund that invests in such Non-Registered Money Market
Fund.
11. The Board will satisfy the fund governance standards as defined
in rule 0-1(a)(7) under the Act by the compliance date set for the
rule.
For the Commission, by the Division of Investment Management,
under delegated authority.
Margaret H. McFarland,
Deputy Secretary.
[FR Doc. E5-4588 Filed 8-22-05; 8:45 am]
BILLING CODE 8010-01-P