Submission for OMB Review; Comment Request, 59751-59752 [2010-24187]
Download as PDF
Federal Register / Vol. 75, No. 187 / Tuesday, September 28, 2010 / Notices
Please direct general comments
regarding the above information to the
following persons: (i) Desk Officer for
the Securities and Exchange
Commission, Office of Management and
Budget, Room 10102, New Executive
Office Building, Washington, DC 20503
or send an e-mail to Shagufta Ahmed at
Shagufta_Ahmed@omb.eop.gov; and (ii)
Jeff Heslop, Acting Director/CIO,
Securities and Exchange Commission,
C/O Remi Pavlik-Simon, 6432 General
Green Way, Alexandria, VA, 22312; or
send an e-mail to:
PRA_Mailbox@sec.gov. Comments must
be submitted to OMB within 30 days of
this notice.
September 20, 2010.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–24186 Filed 9–27–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
Submission for OMB Review;
Comment Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of Investor
Education and Advocacy,
Washington, DC 20549–0213.
srobinson on DSKHWCL6B1PROD with NOTICES
Extension:
Rule 17e–1; SEC File No. 270–224; OMB
Control No. 3235–0217.
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501–3520), the Securities
and Exchange Commission (the
‘‘Commission’’) has submitted to the
Office of Management and Budget
(‘‘OMB’’) a request for extension of the
previously approved collection of
information described below.
Rule 17e–1 (17 CFR 270.17e–1) under
the Investment Company Act of 1940
(15 U.S.C. 80a) (the ‘‘Act’’) is entitled
‘‘Brokerage Transactions on a Securities
Exchange.’’ The rule governs the
remuneration that a broker affiliated
with a registered investment company
(‘‘fund’’) may receive in connection with
securities transactions by the fund. The
rule requires a fund’s board of directors
to establish, and review as necessary,
procedures reasonably designed to
provide that the remuneration to an
affiliated broker is a fair amount
compared to that received by other
brokers in connection with transactions
in similar securities during a
comparable period of time. Each
quarter, the board must determine that
all transactions with affiliated brokers
during the preceding quarter complied
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15:22 Sep 27, 2010
Jkt 220001
with the procedures established under
the rule. Rule 17e–1 also requires the
fund to (i) maintain permanently a
written copy of the procedures adopted
by the board for complying with the
requirements of the rule; and (ii)
maintain for a period of six years a
written record of each transaction
subject to the rule, setting forth: the
amount and source of the commission,
fee or other remuneration received; the
identity of the broker; the terms of the
transaction; and the materials used to
determine that the transactions were
effected in compliance with the
procedures adopted by the board. The
Commission’s examination staff uses
these records to evaluate transactions
between funds and their affiliated
brokers for compliance with the rule.
Based on an analysis of fund filings,
the staff estimates that approximately
252 fund portfolios enter into
subadvisory agreements each year.1
Based on discussions with industry
representatives, the staff estimates that
it will require approximately 3 attorney
hours to draft and execute additional
clauses in new subadvisory contracts in
order for funds and subadvisers to be
able to rely on the exemptions in rule
17e–1. Because these additional clauses
are identical to the clauses that a fund
would need to insert in their
subadvisory contracts to rely on rules
12d3–1, 10f–3, 17a–10, and because we
believe that funds that use one such rule
generally use all of these rules, we
apportion this 3 hour time burden
equally to all four rules. Therefore, we
estimate that the burden allocated to
rule 17e–1 for this contract change
would be 0.75 hours.2 Assuming that all
252 funds that enter into new
subadvisory contracts each year make
the modification to their contract
required by the rule, we estimate that
the rule’s contract modification
requirement will result in 189 burden
hours annually, with an associated cost
of approximately $59,724.3
1 Based on information in Commission filings, we
estimate that 42.5 percent of funds are advised by
subadvisers.
2 This estimate is based on the following
calculation (3 hours ÷ 4 rules = .75 hours).
3 These estimates are based on the following
calculations: (0.75 hours × 252 portfolios = 189
burden hours); ($316 per hour × 189 hours =
$59,724 total cost). The Commission staff’s
estimates concerning the wage rates for attorney
time are based on salary information for the
securities industry compiled by the Securities
Industry Association. The $316 per hour figure for
an attorney is from the SIFMA Report on
Management & Professional Earnings in the
Securities Industry 2009, modified to account for an
1800-hour work-year and multiplied by 5.35 to
account for bonuses, firm size, employee benefits
and overhead.
PO 00000
Frm 00073
Fmt 4703
Sfmt 4703
59751
Based on an analysis of fund filings,
the staff estimates that approximately
1935 funds use at least one affiliated
broker. Based on conversations with
fund representatives, the staff estimates
that rule 17e–1’s exemption would free
approximately 40 percent of
transactions that occur under rule
17e–1 from the rule’s recordkeeping and
review requirements. This would leave
approximately 1161 funds (1935 funds x
.6 = 1161) still subject to the rule’s
recordkeeping and review requirements.
The staff estimates that each of these
funds spends approximately 59 hours
per year (40 hours by accounting staff,
15 hours by an attorney, and 4 director
hours) at a cost of approximately
$25,500 per year to comply with rule
17e–1’s requirements that (i) the fund
retain records of transactions entered
into pursuant to the rule, and (ii) the
fund’s directors review those
transactions quarterly.4 We estimate,
therefore, that the total yearly hourly
burden for all funds relying on this
exemption is 68,499 hours,5 with yearly
costs of approximately $29,605,500.6
Therefore, the estimated annual
aggregate burden hour associated with
rule 17e–1 is 68,688,7 and the estimated
annual aggregate cost associated with it
is $29,665,224.8
The estimate of average burden hours
is made solely for the purposes of the
Paperwork Reduction Act, and is not
derived from a comprehensive or even
a representative survey or study. An
agency may not conduct or sponsor, and
a person is not required to respond to,
a collection of information unless it
displays a currently valid OMB control
number. These collection of information
requirements are mandatory. Responses
will not be kept confidential.
4 This estimate is based on the following
calculations: (40 hours accounting staff × $119 per
hour = $4760) (15 hours by an attorney × $316 per
hour = $4740); (4 hours by directors × $4000 =
$16,000) ($4760 + $4740 + $16,000 = $25,500 total
cost). The Commission staff’s estimates concerning
the wage rate for professional time are based on
salary information for the securities industry
compiled by the Securities Industry Association,
except for the estimate of $4000 per hour for a
board of directors. The $316 per hour estimate for
an attorney and the $119 per hour estimate for
accountant time is from the SIFMA Report on
Management & Professional Earnings in the
Securities Industry 2009, modified to account for an
1800-hour work-year and multiplied by 5.35 to
account for bonuses, firm size, employee benefits
and overhead.
5 This estimate is based on the following
calculation: (1161 funds × 59 hours = 68,499).
6 This estimate is based on the following
calculation: ($25,500 × 1161 funds = $29,605,500).
7 This estimate is based on the following
calculation: (189 hours + 68,499 hours = 68,688
total hours).
8 This estimate is based on the following
calculation: ($59,724 + $29,605,500 = $29,665,224).
E:\FR\FM\28SEN1.SGM
28SEN1
59752
Federal Register / Vol. 75, No. 187 / Tuesday, September 28, 2010 / Notices
Dated: September 20, 2010.
Florence E. Harmon,
Deputy Secretary.
changes unanimously adopted by the
Participants. The Fifteenth Charges
Amendment seeks to reduce the
maximum amount that any entity is
required to pay for any calendar
month’s charge for broadcast, cable or
satellite television distribution of a
Network A ticker. Pursuant to Rule
608(b)(3) under Regulation NMS, the
Participants designate the amendment
as establishing or changing a fee or other
charge collected on their behalf in
connection with access to, or use of, the
facilities contemplated by the Plans. As
a result, the amendment becomes
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments from interested persons on
the proposed amendment.
[FR Doc. 2010–24187 Filed 9–27–10; 8:45 am]
I. Rule 608(a)
BILLING CODE 8010–01–P
A. Description and Purpose of the
Amendment
The CTA Plan currently imposes a
monthly charge of $2.00 for every 1000
households reached on broadcast, cable
and satellite television distribution of a
Network A ticker (the ‘‘Broadcast
Charge’’). A minimum monthly vendor
payment of $2,000 applies. CTA permits
prorating for those who broadcast the
data for less than the entire business
day, based upon the number of minutes
that the vendor displays the real-time
ticker, divided by the number of
minutes the primary market is open for
trading (currently 390 minutes).
In 2007, the Participants introduced a
cap (the ‘‘Television Ticker Maximum’’)
on the Broadcast Charge each calendar
month. For months falling in calendar
year 2007, the ‘‘Television Ticker
Maximum’’ was $150,000.
For each subsequent calendar year,
the monthly Television Ticker
Maximum increases by the ‘‘Annual
Increase Amount.’’ The ‘‘Annual
Increase Amount’’ is an amount equal to
the percentage increase in the annual
composite share volume for the
preceding calendar year, subject to a
maximum annual increase of five
percent. For 2008, the ‘‘Annual Increase
Amount’’ raised the ‘‘Television Ticker
Maximum’’ to $157,500. For 2008, the
‘‘Annual Increase Amount’’ raised the
‘‘Television Ticker Maximum’’ to
$164,000. The ‘‘Annual Increase
Amount’’ is the same adjustment factor
that the Network A rate schedule has
long applied to the monthly brokerdealer enterprise fee.
In light of the Network A Participants’
experience with the Network A ticker,
the Participants have determined to
reduce the Television Ticker Maximum.
In the amendment, the Participants
Please direct general comments
regarding the above information to the
following persons: (i) Desk Officer for
the Securities and Exchange
Commission, Office of Management and
Budget, Room 10102, New Executive
Office Building, Washington, DC 20503
or send an email to Shagufta Ahmed at
Shagufta_Ahmed@omb.eop.gov; and (ii)
Jeff Heslop, Acting Director/Chief
Information Officer, Securities and
Exchange Commission, C/O Remi
Pavlik-Simon, 6432 General Green Way,
Alexandria, VA, 22312; or send an email to: PRA_Mailbox@sec.gov.
Comments must be submitted to OMB
within 30 days of this notice.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62966; File No. SR–CTA–
2010–02]
Consolidated Tape Association; Notice
of Filing and Immediate Effectiveness
of the Fifteenth Charges Amendment
to the Second Restatement of the
Consolidated Tape Association Plan
September 21, 2010.
Pursuant to Section 11A of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 608 thereunder,2
notice is hereby given that on
September 21, 2010, the Consolidated
Tape Association (‘‘CTA’’) Plan and
participants (‘‘Participants’’) 3 filed with
the Securities and Exchange
Commission (‘‘Commission’’) a proposal
to amend the Second Restatement of the
CTA Plan (the ‘‘CTA Plan’’).4 The
proposal represents the fifteenth charges
amendment to the CTA Plan (‘‘Fifteenth
Charges Amendment’’), and reflects
1 15
U.S.C. 78k–1.
CFR 242.608.
3 Each participant executed the proposed
amendment. The Participants are: BATS Exchange,
Inc.; Chicago Board Options Exchange, Inc.;
Chicago Stock Exchange, Inc.; Financial Industry
Regulatory Authority, Inc.; International Securities
Exchange, LLC; NASDAQ OMX BX, Inc.; NASDAQ
OMX PHLX, Inc.; The NASDAQ Stock Market LLC;
National Stock Exchange, Inc.; New York Stock
Exchange LLC; NYSE Amex LLC; and NYSE Arca,
Inc.
4 See Securities Exchange Act Release No. 10787
(May 10, 1974), 39 FR 17799 (declaring the CTA
Plan effective). The CTA Plan, pursuant to which
markets collect and disseminate last sale price
information for non-NASDAQ listed securities, is a
‘‘transaction reporting plan’’ under Rule 601 under
the Act, 17 CFR 242.601, and a ‘‘national market
system plan’’ under Rule 608 under the Act, 17 CFR
242.608.
srobinson on DSKHWCL6B1PROD with NOTICES
2 17
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15:22 Sep 27, 2010
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PO 00000
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Sfmt 4703
propose to re-set the Television Ticker
Maximum to $125,000 for calendar
months falling in 2010. For calendar
months falling in subsequent calendar
years, the Participants would impose
the Annual Increase Amount to the
Television Ticker Maximum. For
example, for calendar months falling in
2011, the Participants would increase
2010’s $125,000 monthly Television
Ticker Maximum by the Annual
Increase Amount.
The text of the proposed amendment
is available on the CTA’s Web site
(https://www.nysedata.com/cta), at the
principal office of the CTA, and at the
Commission’s Public Reference Room.
B. Additional Information Required by
Rule 608(a)
1. Governing or Constituent Documents
Not applicable.
2. Implementation of the Amendment
The reduction in the monthly
Television Ticker Maximum currently
affects only one vendor. The
Participants have notified that vendor.
The Participants propose to implement
the change retroactively so that it
applies to all calendar months of 2010.
3. Development and Implementation
Phases
See Item I(B)(2) above.
4. Analysis of Impact on Competition
The amendment will impose no
burden on competition.
5. Written Understanding or Agreements
Relating to Interpretation of, or
Participation in, Plan
The Participants have no written
understandings or agreements relating
to interpretation of the CTA Plan as a
result of the amendment.
6. Approval by Sponsors in Accordance
With Plan
Under Section IV(b) of the CTA Plan,
each CTA Plan Participant must execute
a written amendment to the CTA Plan
before the amendment can become
effective. The amendment is so
executed.
7. Description of Operation of Facility
Contemplated by the Proposed
Amendment
Not applicable.
8. Terms and Conditions of Access
Not applicable.
9. Method of Determination and
Imposition, and Amount of, Fees and
Charges
The Participants believe that the
proposed reduction in the cap on
E:\FR\FM\28SEN1.SGM
28SEN1
Agencies
[Federal Register Volume 75, Number 187 (Tuesday, September 28, 2010)]
[Notices]
[Pages 59751-59752]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-24187]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
Submission for OMB Review; Comment Request
Upon Written Request, Copies Available From: Securities and Exchange
Commission, Office of Investor Education and Advocacy, Washington, DC
20549-0213.
Extension:
Rule 17e-1; SEC File No. 270-224; OMB Control No. 3235-0217.
Notice is hereby given that, pursuant to the Paperwork Reduction
Act of 1995 (44 U.S.C. 3501-3520), the Securities and Exchange
Commission (the ``Commission'') has submitted to the Office of
Management and Budget (``OMB'') a request for extension of the
previously approved collection of information described below.
Rule 17e-1 (17 CFR 270.17e-1) under the Investment Company Act of
1940 (15 U.S.C. 80a) (the ``Act'') is entitled ``Brokerage Transactions
on a Securities Exchange.'' The rule governs the remuneration that a
broker affiliated with a registered investment company (``fund'') may
receive in connection with securities transactions by the fund. The
rule requires a fund's board of directors to establish, and review as
necessary, procedures reasonably designed to provide that the
remuneration to an affiliated broker is a fair amount compared to that
received by other brokers in connection with transactions in similar
securities during a comparable period of time. Each quarter, the board
must determine that all transactions with affiliated brokers during the
preceding quarter complied with the procedures established under the
rule. Rule 17e-1 also requires the fund to (i) maintain permanently a
written copy of the procedures adopted by the board for complying with
the requirements of the rule; and (ii) maintain for a period of six
years a written record of each transaction subject to the rule, setting
forth: the amount and source of the commission, fee or other
remuneration received; the identity of the broker; the terms of the
transaction; and the materials used to determine that the transactions
were effected in compliance with the procedures adopted by the board.
The Commission's examination staff uses these records to evaluate
transactions between funds and their affiliated brokers for compliance
with the rule.
Based on an analysis of fund filings, the staff estimates that
approximately 252 fund portfolios enter into subadvisory agreements
each year.\1\ Based on discussions with industry representatives, the
staff estimates that it will require approximately 3 attorney hours to
draft and execute additional clauses in new subadvisory contracts in
order for funds and subadvisers to be able to rely on the exemptions in
rule 17e-1. Because these additional clauses are identical to the
clauses that a fund would need to insert in their subadvisory contracts
to rely on rules 12d3-1, 10f-3, 17a-10, and because we believe that
funds that use one such rule generally use all of these rules, we
apportion this 3 hour time burden equally to all four rules. Therefore,
we estimate that the burden allocated to rule 17e-1 for this contract
change would be 0.75 hours.\2\ Assuming that all 252 funds that enter
into new subadvisory contracts each year make the modification to their
contract required by the rule, we estimate that the rule's contract
modification requirement will result in 189 burden hours annually, with
an associated cost of approximately $59,724.\3\
---------------------------------------------------------------------------
\1\ Based on information in Commission filings, we estimate that
42.5 percent of funds are advised by subadvisers.
\2\ This estimate is based on the following calculation (3 hours
/ 4 rules = .75 hours).
\3\ These estimates are based on the following calculations:
(0.75 hours x 252 portfolios = 189 burden hours); ($316 per hour x
189 hours = $59,724 total cost). The Commission staff's estimates
concerning the wage rates for attorney time are based on salary
information for the securities industry compiled by the Securities
Industry Association. The $316 per hour figure for an attorney is
from the SIFMA Report on Management & Professional Earnings in the
Securities Industry 2009, modified to account for an 1800-hour work-
year and multiplied by 5.35 to account for bonuses, firm size,
employee benefits and overhead.
---------------------------------------------------------------------------
Based on an analysis of fund filings, the staff estimates that
approximately 1935 funds use at least one affiliated broker. Based on
conversations with fund representatives, the staff estimates that rule
17e-1's exemption would free approximately 40 percent of transactions
that occur under rule 17e-1 from the rule's recordkeeping and review
requirements. This would leave approximately 1161 funds (1935 funds x
.6 = 1161) still subject to the rule's recordkeeping and review
requirements. The staff estimates that each of these funds spends
approximately 59 hours per year (40 hours by accounting staff, 15 hours
by an attorney, and 4 director hours) at a cost of approximately
$25,500 per year to comply with rule 17e-1's requirements that (i) the
fund retain records of transactions entered into pursuant to the rule,
and (ii) the fund's directors review those transactions quarterly.\4\
We estimate, therefore, that the total yearly hourly burden for all
funds relying on this exemption is 68,499 hours,\5\ with yearly costs
of approximately $29,605,500.\6\ Therefore, the estimated annual
aggregate burden hour associated with rule 17e-1 is 68,688,\7\ and the
estimated annual aggregate cost associated with it is $29,665,224.\8\
---------------------------------------------------------------------------
\4\ This estimate is based on the following calculations: (40
hours accounting staff x $119 per hour = $4760) (15 hours by an
attorney x $316 per hour = $4740); (4 hours by directors x $4000 =
$16,000) ($4760 + $4740 + $16,000 = $25,500 total cost). The
Commission staff's estimates concerning the wage rate for
professional time are based on salary information for the securities
industry compiled by the Securities Industry Association, except for
the estimate of $4000 per hour for a board of directors. The $316
per hour estimate for an attorney and the $119 per hour estimate for
accountant time is from the SIFMA Report on Management &
Professional Earnings in the Securities Industry 2009, modified to
account for an 1800-hour work-year and multiplied by 5.35 to account
for bonuses, firm size, employee benefits and overhead.
\5\ This estimate is based on the following calculation: (1161
funds x 59 hours = 68,499).
\6\ This estimate is based on the following calculation:
($25,500 x 1161 funds = $29,605,500).
\7\ This estimate is based on the following calculation: (189
hours + 68,499 hours = 68,688 total hours).
\8\ This estimate is based on the following calculation:
($59,724 + $29,605,500 = $29,665,224).
---------------------------------------------------------------------------
The estimate of average burden hours is made solely for the
purposes of the Paperwork Reduction Act, and is not derived from a
comprehensive or even a representative survey or study. An agency may
not conduct or sponsor, and a person is not required to respond to, a
collection of information unless it displays a currently valid OMB
control number. These collection of information requirements are
mandatory. Responses will not be kept confidential.
[[Page 59752]]
Please direct general comments regarding the above information to
the following persons: (i) Desk Officer for the Securities and Exchange
Commission, Office of Management and Budget, Room 10102, New Executive
Office Building, Washington, DC 20503 or send an email to Shagufta
Ahmed at Shagufta_Ahmed@omb.eop.gov; and (ii) Jeff Heslop, Acting
Director/Chief Information Officer, Securities and Exchange Commission,
C/O Remi Pavlik-Simon, 6432 General Green Way, Alexandria, VA, 22312;
or send an e-mail to: PRA_Mailbox@sec.gov. Comments must be submitted
to OMB within 30 days of this notice.
Dated: September 20, 2010.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-24187 Filed 9-27-10; 8:45 am]
BILLING CODE 8010-01-P