Removing Any Reference to or Reliance on Credit Ratings in Commission Regulations; Proposing Alternatives to the Use of Credit Ratings, 67254-67258 [2010-27555]
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67254
Federal Register / Vol. 75, No. 211 / Tuesday, November 2, 2010 / Proposed Rules
would cost about $66,000 per 15th stage
HPC disk. Based on these figures, we
estimate the total cost of the proposed
AD to U.S. operators to be $2,904,000.
Authority for This Rulemaking
Title 49 of the United States Code
specifies the FAA’s authority to issue
rules on aviation safety. Subtitle I,
section 106, describes the authority of
the FAA Administrator. Subtitle VII,
Aviation Programs, describes in more
detail the scope of the Agency’s
authority.
We are issuing this rulemaking under
the authority described in subtitle VII,
part A, subpart III, section 44701,
‘‘General requirements.’’ Under that
section, Congress charges the FAA with
promoting safe flight of civil aircraft in
air commerce by prescribing regulations
for practices, methods, and procedures
the Administrator finds necessary for
safety in air commerce. This regulation
is within the scope of that authority
because it addresses an unsafe condition
that is likely to exist or develop on
products identified in this rulemaking
action.
Regulatory Findings
We have determined that this
proposed AD would not have federalism
implications under Executive Order
13132. This proposed AD would not
have a substantial direct effect on the
States, on the relationship between the
national Government and the States, or
on the distribution of power and
responsibilities among the various
levels of government.
For the reasons discussed above, I
certify that the proposed AD:
1. Is not a ‘‘significant regulatory
action’’ under Executive Order 12866;
2. Is not a ‘‘significant rule’’ under the
DOT Regulatory Policies and Procedures
(44 FR 11034, February 26, 1979); and
3. Would not have a significant
economic impact, positive or negative,
on a substantial number of small entities
under the criteria of the Regulatory
Flexibility Act.
We prepared a regulatory evaluation
of the estimated costs to comply with
this proposed AD. You may get a copy
of this summary at the address listed
under ADDRESSES.
jlentini on DSKJ8SOYB1PROD with PROPOSALS
List of Subjects in 14 CFR Part 39
Air transportation, Aircraft, Aviation
safety, Incorporation by reference,
Safety.
The Proposed Amendment
Under the authority delegated to me
by the Administrator, the Federal
Aviation Administration proposes to
amend 14 CFR part 39 as follows:
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PART 39—AIRWORTHINESS
DIRECTIVES
1. The authority citation for part 39
continues to read as follows:
Authority: 49 U.S.C. 106(g), 40113, 44701.
§ 39.13
[Amended]
2. The FAA amends § 39.13 by adding
the following new airworthiness
directive:
Pratt & Whitney: Docket No. FAA–2010–
1095; Directorate Identifier 2009–NE–
40–AD.
Comments Due Date
(a) The Federal Aviation Administration
(FAA) must receive comments on this
airworthiness directive (AD) action by
January 3, 2011.
Affected ADs
(b) None.
Applicability
(c) This AD applies to Pratt & Whitney
(PW) PW4074 and PW4077 turbofan engines
with 15th stage high-pressure compressor
(HPC) disks, part number (P/N) 55H615,
installed. These engines are installed on, but
not limited to, Boeing 777–200 series and
777–300 series airplanes.
Unsafe Condition
(d) This AD results from multiple shop
findings of cracked 15th stage HPC disks. We
are issuing this AD to prevent cracks from
propagating into the bolt holes of the 15th
stage HPC disk, which could result in a
failure of the 15th stage HPC disk,
uncontained engine failure, and damage to
the airplane.
Compliance
(e) You are responsible for having the
actions required by this AD performed within
the compliance times specified unless the
actions have already been done.
(f) For 15th stage HPC disks that have 9,865
or fewer cycles since new (CSN) on the
effective date of this AD, remove the disk
from service before accumulating 12,000
CSN.
(g) For 15th stage HPC disks that have
accumulated more than 9,865 CSN on the
effective date of this AD, do the following:
(1) Remove the disk from service at the
next piece-part exposure above 12,000 CSN,
not to exceed 2,135 cycles-in-service (CIS)
after the effective date of this AD.
(2) For 15th stage HPC disks that are
installed in the engine and exceed 12,000
CSN, perform a borescope inspection (BSI) or
eddy current inspection (ECI):
(i) Within 2,400 cycles-since-last
fluorescent penetrant inspection or ECI, or
(ii) Within 1,200 cycles-since-last BSI, or
(iii) Within 55 cycles-in-service (CIS) after
the effective date of this AD, whichever is
latest.
(3) If you see a suspected crack using a BSI
from paragraph (g)(2) of this AD, but can’t
visually confirm a crack, perform an ECI
within 5 CIS after the BSI.
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(4) If you find a crack using any inspection,
remove the disk from service before further
flight.
(h) Use paragraph 1.A. or 1.B. of the
Accomplishment Instructions ‘‘For Engines
Installed on the Aircraft’’ or 1.A. or 1.B. of the
Accomplishment Instructions ‘‘For Engines
Removed from the Aircraft,’’ of PW Service
Bulletin PW4G–112–72–309, Revision 1,
dated July 1, 2010 to perform the inspections.
Alternative Methods of Compliance
(i) The Manager, Engine Certification
Office, has the authority to approve
alternative methods of compliance for this
AD if requested using the procedures found
in 14 CFR 39.19.
Related Information
(j) Contact James Gray, Aerospace
Engineer, Engine Certification Office, FAA,
Engine & Propeller Directorate, 12 New
England Executive Park, Burlington, MA
01803; e-mail: james.e.gray@faa.gov;
telephone (781) 238–7742; fax (781) 238–
7199, for more information about this AD.
(k) Pratt & Whitney Service Bulletin
PW4G–112–72–309 Revision 1, dated July 1,
2010, pertains to the subject of this AD.
Contact Pratt & Whitney, 400 Main St., East
Hartford, CT 06108; telephone (860) 565–
7700; fax (860) 565–1605, for a copy of this
service information.
Issued in Burlington, Massachusetts, on
October 26, 2010.
Karen M. Grant,
Acting Assistant Manager, Engine and
Propeller Directorate, Aircraft Certification
Service.
[FR Doc. 2010–27607 Filed 11–1–10; 8:45 am]
BILLING CODE 4910–13–P
COMMODITY FUTURES TRADING
COMMISSION
17 CFR Parts 1 and 4
RIN 3038–AD11
Removing Any Reference to or
Reliance on Credit Ratings in
Commission Regulations; Proposing
Alternatives to the Use of Credit
Ratings
AGENCY: Commodity Futures Trading
Commission.
ACTION: Notice of proposed rulemaking.
SUMMARY: The Commodity Futures
Trading Commission (‘‘Commission’’ or
‘‘CFTC’’) is proposing rules to
implement new statutory provisions
enacted by Title IX of the Dodd-Frank
Wall Street Reform and Consumer
Protection Act. These proposed rules
apply to futures commission merchants,
designated clearing organizations and
commodity pool operators. The
proposed rules implement the new
statutory framework that requires
agencies to replace any reference to or
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Federal Register / Vol. 75, No. 211 / Tuesday, November 2, 2010 / Proposed Rules
reliance on credit ratings in their
regulations with an appropriate
alternative standard.
DATES: Submit comments on or before
December 2, 2010.
ADDRESSES: You may submit comments,
identified by RIN number 3038–AD11
by any of the following methods:
• Federal eRulemaking Portal: https://
www.regulations.gov. Follow the
instructions for submitting comments.
• Agency Web site, via its Comments
Online process: https://
comments.cftc.gov. Follow the
instructions for submitting comments
through the Web site.
• Mail: David A. Stawick, Secretary of
the Commission, Commodity Futures
Trading Commission, Three Lafayette
Centre, 1155 21st Street, NW.,
Washington, DC 20581.
• Hand Delivery/Courier: Same as
mail above.
Please submit your comments using
only one method.
All comments must be submitted in
English, or if not, accompanied by an
English translation. Comments will be
posted as received to https://
www.cftc.gov. You should submit only
information that you wish to make
available publicly. If you wish the
Commission to consider information
that you believe is exempt from
disclosure under the Freedom of
Information Act, a petition for
confidential treatment of the exempt
information may be submitted according
to the established in CFTC Regulation
145.9.1
The Commission reserves the right,
but shall have no obligation, to review,
pre-screen, filter, redact, refuse or
remove any or all of your submission
from https://www.cftc.gov that it may
deem to be inappropriate for
publication, such as obscene language.
All submissions that have been redacted
or removed that contain comments on
the merits of the rulemaking will be
retained in the public comment file and
will be considered as required under the
Administrative Procedure Act and other
applicable laws, and may be accessible
under the Freedom of Information Act.
FOR FURTHER INFORMATION CONTACT:
Adrianne Joves, Counsel, Office of
General Counsel, Commodity Futures
Trading Commission, Three Lafayette
Centre, 1155 21st Street, NW.,
Washington, DC 20581. Telephone:
(202) 418–5420. E-mail: ajoves@cftc.gov.
SUPPLEMENTARY INFORMATION:
I. Background
On July 21, 2010, President Obama
signed the Dodd-Frank Wall Street
1 17
CFR 145.9.
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Reform and Consumer Protection Act
(‘‘Dodd-Frank Act’’).2 Title VII of the
Dodd-Frank Act 3 amended the
Commodity Exchange Act (‘‘CEA’’) 4 to
establish a comprehensive new
regulatory framework for swaps and
security-based swaps. The legislation
was enacted to reduce risk, increase
transparency, and promote market
integrity within the financial system by,
among other things: (1) Providing for the
registration and comprehensive
regulation of swap dealers and major
swap participants; (2) imposing clearing
and trade execution requirements on
standardized derivative products; (3)
creating robust recordkeeping and realtime reporting regimes; and (4)
enhancing the Commission’s
rulemaking and enforcement authorities
with respect to, among others, all
registered entities and intermediaries
subject to the Commission’s oversight.
In addition, Title IX of the DoddFrank Act addresses credit ratings
agencies. In pertinent part, Title IX
requires Federal agencies to review,
modify and report on their regulations
that require the use of an assessment of
the creditworthiness of a security or
money market instrument and that rely
on or reference credit ratings.5 Section
939A of the Dodd-Frank Act directs that
the Commission:
(1) Review Commission regulations
that require the use of an assessment of
the credit-worthiness of a security or
money market instrument;
(2) Remove any reference to or
reliance on credit ratings in such
regulations and substitute an
appropriate standard of creditworthiness;
(3) Seek to establish, to the extent
possible, uniform standards of creditworthiness; and
(4) Report to Congress after the
completion of the rulemaking process.6
The Dodd-Frank Act contains a
statutory deadline of July 21, 2011, for
completing the required review of
Commission regulations for any such
reference to or reliance on credit
ratings.7
The Commission has completed the
required review of its regulations 8 and
2 See Dodd-Frank Wall Street Reform and
Consumer Protection Act, Pub. L. 111–203, 124
Stat. 1376 (2010). The text of the Dodd-Frank Act
may be accessed at https://www.cftc.gov./
LawRegulation/OTCDERIVATIVES/index.htm.
3 Pursuant to Section 701 of the Dodd-Frank Act,
Title VII may be cited as the ‘‘Wall Street
Transparency and Accountability Act of 2010.’’
4 7 U.S.C. 1 et seq.
5 Dodd-Frank Wall Street Reform and Consumer
Protection Act, Public Law 111–203, § 939A (2010).
6 Id.
7 Id. at § 939A(a).
8 Supra note 4.
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67255
has identified two categories of
regulations that contain any reliance on
credit ratings: (1) Those that rely on
ratings to limit how Commission
registrants might invest or deposit
customer funds; and (2) those that
require disclosing a credit rating to
describe an investment’s characteristics.
However, not every instance identified
by this review specifically references or
relies on credit ratings to assess the
credit-worthiness of a security or a
money market instrument. Nonetheless,
in keeping with its efforts to fully
comply with both the spirit and letter of
the Dodd-Frank Act, the Commission is
proposing to amend all of its identified
regulations that rely on credit ratings
regarding financial instruments.
Accordingly, the Commission proposes
amending Rules 1.49 9 and 4.24 10 to
remove any references or reliance on
credit ratings and replace them with
alternative standards. Elsewhere in
today’s Federal Register, the
Commission is also publishing notice of
its proposal to amend Commission
regulations 1.25 and 30.7, which in part
proposes removing all references to or
reliance on credit ratings in those
regulations. Finally, the Commission is
also publishing in today’s Federal
Register notice of its proposal to amend
Part 40 of its regulations. This proposal
includes removing Appendix A to Part
40,11 which contained one reference to
credit ratings.
The Commission requests comment
on all aspects of the proposed rules, as
well as comment on the specific
provisions and issues highlighted in the
discussion below.
II. Discussion
A. Removing Reliance on or Reference
to Credit Ratings To Limit How
Registrants Might Deposit Customer
Funds
As noted above, after completing the
required review of Commission
regulations for references to or reliance
on credit ratings, two instances were
identified where credit ratings were
used to help limit how registrants might
handle customer funds. Commission
regulations 1.49 and 30.7, which were
written to mirror one another,12 both
include a reference to credit ratings. The
Commission is proposing to remove
those references to credit ratings from
both 30.7 and 1.49. The Commission’s
proposal to remove the reference to
credit ratings from regulation 30.7 is
9 17
CFR 1.49 (2009).
CFR 4.24(h)(1)(i) (2009).
11 17 CFR app. pt. 40 guideline no. 1 (2009).
12 See 68 FR 5549 (Feb. 4, 2003).
10 17
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being published elsewhere in today’s
Federal Register.
1. Commission Regulation 1.49
Commission Regulation 1.49 13 places
qualifications on the types of
depositories where futures commission
merchants (FCMs) and designated
clearing organizations (DCOs) might
place customer funds. Similar to 30.7,
1.49 currently requires that an
acceptable foreign depository must
either: (1) Have in excess of $1 billion
of regulatory capital; or (2) issue
commercial paper or a long-term debt
instrument that is rated in one of the
two highest rating categories by at least
one nationally recognized statistical
rating organization (NRSRO).
In keeping with the Dodd-Frank Act,
the Commission proposes to remove all
ratings requirements from Regulation
1.49. This proposal is based on the
Commission’s views regarding the
uncertain reliability of ratings as
currently administered. Recent events in
the financial markets have revealed
significant weaknesses in the ratings
industry and its ability to reliably gauge
the safety of debt instruments. Further,
Congress and other Federal financial
regulators have considered eliminating
or restricting rating requirements with
some frequency during the past two
years.14
Finally, noting that the requirements
regarding the placement of customer
funds in foreign depositories in the two
regulations were originally written to
mirror one another,15 this proposal to
remove the reference to credit ratings in
Commission regulation 1.49 is done in
concert with proposals found elsewhere
in today’s Federal Register regarding
Commission regulation 30.7. That
proposal considers the reference to
credit ratings in Commission regulation
30.7 to be no more useful or necessary
to gauge the safety of a depository
institution than similar references found
in Commission regulation 1.25. To
explain its proposal to remove
references to credit ratings in
Commission regulation 1.25, the
Commission notes the poor past
performance of credit ratings in gauging
the safety of certain types of
investments, and its view that credit
ratings are not necessary to gauge the
future ability of certain types of
investments to preserve customer funds.
As a result, this proposal serves to align
Commission regulation 1.49 with
13 17
CFR 1.49(d)(3)(i)(B) (2009).
14 See 74 FR 63832 (Dec. 4, 2009) (discussing the
efforts of the Securities Exchange Commission). See
also 75 FR 52283 (Aug. 25, 2010) (discussing the
efforts of the Federal banking agencies.)
15 See supra note 11.
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proposed Commission regulations 1.25
and 30.7, and to greater simplify the
regulatory treatment of investment of
customer funds.
Request for Comment
The Commission requests comment
on whether relying on a minimum
capital requirement of $1 billion dollars
in regulatory capital is an adequate
alternative standard to current
Commission regulation 1.49. The
Commission also requests comment on
whether there is another standard or
measure of solvency and creditworthiness that might be used as an
appropriate, additional test of a bank’s
safety. Specifically, the Commission
seeks comment on whether a leverage
ratio or a capital adequacy ratio
requirement consistent with or similar
to those in the Basel III accords16 would
be an appropriate additional safeguard
for a bank or trust company located
outside the United States.
The Commission welcomes any other
comments on this proposal.
Act, the Commission proposes removing
the references to ratings Commission
regulation 4.24 and replacing that
reference with the phrase ‘‘creditworthiness.’’ While CPOs may still
choose to reference an investment rating
to describe the credit-worthiness of an
investment in its disclosures, the
Commission notes that the CPO as
appropriate should make an
independent assessment of the creditworthiness of those investments.
Request for Comment
The Commission requests comment
on what effect removing credit ratings as
one characteristic included in
Commission regulation 4.24 might have
on the ability of investors and others to
understand the disclosures of
commodity pool operators (CPOs)
regarding the characteristics of a
commodity pool. The Commission also
requests comment on the ability of CPOs
to make independent assessments of the
credit-worthiness of their pool’s
investments.
B. Removing Reliance on Credit Ratings
To Help Disclose the Characteristics of
an Investment
After completing the required review
of Commission regulations for
references to or reliance on credit
ratings, two instances were identified
where credit ratings were used to help
disclose the characteristics of an
investment. Commission regulation
4.24 17 and Appendix A to Part 40 18
both include a reference to credit
ratings. As a result, while the references
to credit ratings are not specifically
related to the credit-worthiness of
securities or money market instruments,
in keeping with the spirit of the DoddFrank Act the Commission is proposing
to remove the references to credit
ratings from 4.24. Elsewhere in today’s
Federal Register the Commission is
proposing amendments to Part 40 of the
Commission’s regulations, including the
removal of Appendix A to Part 40.
A. Regulatory Flexibility Act
The Regulatory Flexibility Act
(RFA) 19 requires Federal agencies, in
promulgating rules, to consider the
impact of those rules on small
businesses. The rule amendments
proposed herein will affect FCMs, DCOs
and CPOs. The Commission has
previously established certain
definitions of ‘‘small entities’’ to be used
by the Commission in evaluating the
impact of its rules on small entities in
accordance with the RFA.20 The
Commission has previously determined
that registered FCMs,21 DCOs 22 and
CPOs 23 are not small entities for the
purpose of the RFA. Accordingly,
pursuant to 5 U.S.C. 605(b), the
Chairman, on behalf of the Commission,
certifies that the proposed rules will not
have a significant economic impact on
a substantial number of small entities.
1. Commission Regulation 4.24
Commission Regulation 4.24 requires
commodity pool operators (CPOs) to
disclose the characteristics of the
commodity and other interests that the
pool will trade including, if applicable,
their investment rating. In keeping with
its stated goal of complying fully with
the spirit and letter of the Dodd-Frank
B. Paperwork Reduction Act
The Paperwork Reduction Act of 1995
(PRA) 24 imposes certain requirements
on Federal agencies (including the
Commission) in connection with their
conducting or sponsoring any collection
of information as defined by the PRA.
The proposed rule amendments do not
require a new collection of information
on the part of any entities subject to the
16 See Press Release, Basel Committee on Banking
Supervision, Group of Governors and Heads of
Supervision Announces Higher Global Minimum
Capital Standards (Sept. 12, 2010) (https://bis.org/
press/p100912.pdf).
17 17 CFR 4.24(h)(1)(i) (2009).
18 17 CFR app. pt. 40 guideline no. 1 (2009).
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III. Related Matters
19 5
U.S.C. 601 et seq.
FR 18618 (Apr. 30, 1982).
21 Id. at 18619.
22 66 FR 45604, 45609 (Aug. 29, 2001).
23 47 FR 18618–21 (Apr. 30, 1982).
24 44 U.S.C. 3501 et seq.
20 47
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proposed rule amendments.
Accordingly, for purposes of the PRA,
the Commission certifies that these
proposed rule amendments, if
promulgated in final form, would not
impose any new reporting or
recordkeeping requirements.
C. Costs and Benefits of the Proposed
Rules
Section 15(a) of the CEA 25 requires
the Commission to consider the costs
and benefits of its actions before issuing
a rulemaking under the Act. By its
terms, section 15(a) does not require the
Commission to quantify the costs and
benefits of rule or to determine whether
the benefits of the rulemaking outweigh
its costs; rather, it requires that the
Commission ‘‘consider’’ the costs and
benefits of its actions. Section 15(a)
further specifies that the costs and
benefits shall be evaluated in light of
five broad areas of market and public
concern: (1) Protection of market
participants and the public; (2)
efficiency, competitiveness and
financial integrity of futures markets; (3)
price discovery; (4) sound risk
management practices; and (5) other
public interest considerations. The
Commission may in its discretion give
greater weight to any one of the five
enumerated areas and could in its
discretion determine that,
notwithstanding its costs, a particular
rule is necessary or appropriate to
protect the public interest or to
effectuate any of the provisions or
accomplish any of the purposes of the
Act.
Summary of proposed requirements.
Proposed rule 1.49 would facilitate
greater protection of customer funds.
The proposed amendments align
proposed regulation 1.49 with proposals
made elsewhere in today’s Federal
Register regarding Commission
regulations 1.25 and 30.7. Like those
proposals, the proposed amendments to
Commission regulation 1.49 are made
with the primary purpose of
safeguarding the funds of customers.
Proposed amendments to Commission
regulation 4.24 would lessen reliance on
credit ratings and will reduce risk in the
financial system by placing more
responsibility on CPOs to fully
understand the credit-worthiness of
their investments .
Costs. With respect to costs, the
Commission has determined that its
proposals present minimal costs while
providing the great benefits of
safeguarding customer funds and
decreasing the risks associated with
CPOs not evaluating the credit25 7
U.S.C. 19(a).
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worthiness of their investments. There
may be some minimal costs associated
with transferring customer funds, if
necessary, to more sound foreign
depository institutions and with CPOs
improving their ability to make
independent assessments regarding the
credit-worthiness of their investments.
Benefits. With respect to benefits, the
Commission has determined that the
proposed rules will help safeguard
customer funds and will result in CPOs
improving their understanding of the
credit-worthiness of their investments.
The proposed rules help protect market
participants and the public by
safeguarding customer funds and
highlighting the accountability CPOs
have for understanding the creditworthiness of their investments. The
proposed rules will not hinder the
efficiency or competitiveness of futures
markets, and may improve the financial
integrity of the markets by helping to
safeguard customer funds and
encourage CPOs to better understand
the credit-worthiness of their
investments. The proposed rules will
not have any effect on price discovery,
and may help improve sound risk
management practices.
Public Comment. The Commission
invites public comment on its costbenefit considerations. Commenters are
also invited to submit any data or other
information that they may have
quantifying or qualifying the costs and
benefits of the Proposal with their
comment letters.
List of Subjects
17 CFR Part 1
Brokers, Commodity futures,
Consumer protection.
17 CFR Part 4
Advertising, Commodity futures,
Commodity pool operators, Commodity
trading advisors, Consumer protection,
Disclosure, Principals, Reporting and
recordkeeping requirements.
For the reasons discussed in the
preamble, the Commodity Futures
Trading Commission proposed to
amend 17 CFR parts 1 and 4 as follows:
PART 1—GENERAL REGULATIONS
UNDER THE COMMODITY EXCHANGE
ACT
1. The authority citation for part 1 is
revised to read as follows:
Authority: 7 U.S.C. 1a, 2, 5, 6, 6a, 6b, 6c,
6d, 6e, 6f, 6g, 6h, 6i, 6k, 6m, 6n, 6o, 6p, 7,
7a, 7b, 8, 9, 12, 12a, 12c, 13a, 13a–1, 16, 16a,
19, 21, 23, and 24, as amended by the DoddFrank Wall Street Reform and Consumer
Protection Act, Pub. L. 111–203, 124 Stat.
1376 (2010) and the Commodity Futures
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67257
Modernization Act of 2000, Appendix E of
Pub. L. 106–554, 114 Stat. 2763 (2000).
2. Section 1.49 is amended by revising
paragraph (d)(3) to read as follows:
§ 1.49 Denomination of customer funds
and location of depositories.
*
*
*
*
*
(d) * * *
(3) A depository, if located outside the
United States, must be:
(i) A bank or trust company that has
in excess of $1 billion of regulatory
capital; or
(ii) A futures commission merchant
that is registered as such with the
Commission; or
(iii) A derivatives clearing
organization.
*
*
*
*
*
PART 4—COMMODITY POOL
OPERATORS AND COMMODITY
TRADING ADVISORS
1. The authority citation for part 4 is
revised to read as follows:
Authority: 7 U.S.C. 1a, 2, 4, 6(c), 6b, 6c, 6l,
6m, 6n, 6o, 12a and 23 as amended by the
Dodd-Frank Wall Street Reform and
Consumer Protection Act, Pub. L. 111–203,
124 Stat. 1376 (2010).
2. Section 4.24 is amended by revising
paragraph (h)(1)(i) to read as follows:
§ 4.24
General disclosures required.
*
*
*
*
*
(h) * * *
(1) * * *
(i) The approximate percentage of the
pool’s assets that will be used to trade
commodity interests, securities and
other types of interests, categorized by
type of commodity or market sector,
type of security (debt, equity, preferred
equity), whether traded or listed on a
regulated exchange market, maturity
ranges and by credit worthiness, as
applicable;
*
*
*
*
*
By the Commodity Futures Trading
Commission.
Dated: October 27, 2010.
David A. Stawick,
Secretary.
Statement of Chairman Gary Gensler
Removing Any Reference to or Reliance
on Credit Ratings in Commission
Regulations; Proposing Alternatives to
the Use of Credit Ratings
October 26, 2010
I support the proposal to remove any
reliance on credit ratings within the
Commission’s regulations. Under Title
IX of the Dodd-Frank Act, Congress
required that the Commission review
references to credit ratings in our
E:\FR\FM\02NOP1.SGM
02NOP1
67258
Federal Register / Vol. 75, No. 211 / Tuesday, November 2, 2010 / Proposed Rules
existing regulations and to specifically
remove them if they were regarding
certain financial instruments. The
Commission has completed the required
review of its regulations and has
identified seven instances of references
to credit ratings, five of which were
regarding those financial instruments.
Today, we are proposing removing these
five references and reliance to credit
ratings. This rule addresses two of those
references in Regulation 1.49, which
limits the types of banks in which
futures commission merchants and
derivatives clearing organizations may
place customer funds, and 4.24, which
requires commodity pool operators to
disclose to their customers where they
are putting customer money. The other
actions we are taking today regarding
rule certifications in Part 40 and
investment of customer funds in
Regulation 1.25 and 30.7 will address
the remaining instances of credit
ratings.
[FR Doc. 2010–27555 Filed 11–1–10; 8:45 am]
BILLING CODE P
COMMODITY FUTURES TRADING
COMMISSION
17 CFR Parts 15 and 20
RIN 3038–AD17
Position Reports for Physical
Commodity Swaps
jlentini on DSKJ8SOYB1PROD with PROPOSALS
AGENCY: Commodity Futures Trading
Commission.
ACTION: Notice of proposed rulemaking.
SUMMARY: The Commodity Futures
Trading Commission (‘‘Commission’’ or
‘‘CFTC’’) is proposing reporting
regulations that are reasonably
necessary for implementing and
enforcing aggregate position limits for
certain physical commodity derivatives.
As a result of recent legislative reforms,
the Commission may adopt regulations
establishing aggregate position limits for
designated contract market (‘‘DCM’’)
physical commodity futures contracts
and swaps that are economically
equivalent to such contracts. The
Commission currently receives, and
uses for market surveillance purposes,
including position limit enforcement,
data on large positions in all physical
commodity futures and option contracts
traded on DCMs. However, there is no
analogous reporting structure in place
for economically equivalent swaps,
which until recently were largely
unregulated financial contracts. The
Commission’s proposal would require
position reports on economically
equivalent swaps from clearing
VerDate Mar<15>2010
20:58 Nov 01, 2010
Jkt 223001
organizations, their members and swap
dealers. Notably, the proposed
regulations also include a sunset
provision. The sunset provision would
render the regulations ineffective upon
the Commission’s issuance of an order
finding that operating swap data
repositories (‘‘SDRs’’) are capable of
processing positional data in a manner
that would enable the Commission to
set and enforce aggregate position
limits.
DATES: Comments must be received on
or before December 2, 2010.
ADDRESSES: You may submit comments,
identified by RIN number, by any of the
following methods:
• Federal eRulemaking Portal: https://
www.regulations.gov. Follow
instructions for submitting comments.
• Agency Web Site: https://
www.cftc.gov.
• E-mail: Swaps.Reporting@cftc.gov.
• Mail: David A. Stawick, Secretary of
the Commission, Commodity Futures
Trading Commission, Three Lafayette
Centre, 1155 21st Street, NW.,
Washington, DC 20581.
• Hand Delivery/Courier: Same as
mail above.
All comments must be submitted in
English, or if not, accompanied by an
English translation. Comments will be
posted as received to https://
www.cftc.gov. You should submit only
information that you wish to make
available publicly. If you wish the
Commission to consider information
that is exempt from disclosure under the
Freedom of Information Act, a petition
for confidential treatment of the exempt
information may be submitted according
to the procedure established in CFTC
regulation 145.9 (17 CFR 145.9). The
Commission reserves the right, but shall
have no obligation, to review, prescreen, filter, redact, refuse or remove
any or all of your submission from
https://www.cftc.gov that it may deem to
be inappropriate for publication, such as
obscene language. All submissions that
have been redacted or removed that
contain comments on the merits of the
rulemaking will be retained in the
public comment file and will be
considered as required under the
Administrative Procedure Act and other
applicable laws, and may be accessible
under the Freedom of Information Act.
FOR FURTHER INFORMATION CONTACT:
Stephen Sherrod, Acting Deputy
Director, Market Surveillance, (202)
418–5452, ssherrod@cftc.gov, or Bruce
Fekrat, Senior Special Counsel, Office of
the Director, (202) 418–5578,
bfekrat@cftc.gov, Division of Market
Oversight, Commodity Futures Trading
Commission, Three Lafayette Centre,
PO 00000
Frm 00006
Fmt 4702
Sfmt 4702
1155 21st Street, NW., Washington, DC
20581.
SUPPLEMENTARY INFORMATION:
I. Economically Equivalent Swaps
A. Background
The Commodity Exchange Act (‘‘CEA
or Act’’) of 1936,1 as amended by Title
VII of the Dodd-Frank Wall Street
Reform and Consumer Protection Act of
2010 (‘‘Dodd-Frank Act’’),2 includes
provisions imposing clearing and trade
execution requirements on standardized
derivatives as well as comprehensive
recordkeeping and reporting
requirements that extend to all swaps, a
defined term in CEA section 1a(47).
New section 4a(a)(2) of the CEA, as
introduced by section 737 of the DoddFrank Act, charges the Commission with
promulgating regulations, as
appropriate, to limit the amount of
positions, other than bona fide hedge
positions, that may be held by any
person with respect to commodity
futures and option contracts in exempt
and agricultural commodities 3 traded
on or subject to the rules of a DCM
within 180 and 270 days, respectively,
of the legislation’s enactment on July 21,
2010. New section 4a(a)(6)(A) of the Act
requires Commission-set position limits
to apply aggregately across DCMs to
contracts that are based on the same
commodity. The exempt and
agricultural commodity futures and
option contracts for which the
Commission may consider position
limits are listed in proposed regulation
20.2 (‘‘20.2 listed futures contracts’’ or
‘‘20.2 contracts’’). The list in proposed
regulation 20.2, however, is nonexclusive and preliminary. Should the
Commission propose regulations to
establish position limits, it may decide
not to propose position limits for all of
the 20.2 listed futures contracts or,
alternatively, may decide to propose
17
U.S.C. 1 et seq.
Dodd-Frank Wall Street Reform and
Consumer Protection Act, Public Law 111–203, 124
Stat. 1376 (2010). The text of the Dodd-Frank Act
may be accessed at https://www.cftc.gov./
LawRegulation/OTCDERIVATIVES/index.htm.
3 Section 1a(20) of the Act defines the term
‘‘exempt commodity’’ to mean a commodity that is
not an excluded commodity or an agricultural
commodity. Section 1a(19) defines the term
‘‘excluded commodity’’ to mean, among other
things, an interest rate, exchange rate, currency,
credit risk or measure, debt or equity instrument,
measure of inflation, or other macroeconomic index
or measure. Although the term ‘‘agricultural
commodity’’ is not defined in the Act, CEA section
1a(9) enumerates a non-exclusive list of several
agricultural-based commodities. The Commission
will consider the issuance of a notice of rulemaking
proposing a definition for the term ‘‘agricultural
commodity’’ in October of 2010. Although broadly
defined, exempt commodity futures contracts are
often viewed as energy and metals products.
2 See
E:\FR\FM\02NOP1.SGM
02NOP1
Agencies
[Federal Register Volume 75, Number 211 (Tuesday, November 2, 2010)]
[Proposed Rules]
[Pages 67254-67258]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-27555]
=======================================================================
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COMMODITY FUTURES TRADING COMMISSION
17 CFR Parts 1 and 4
RIN 3038-AD11
Removing Any Reference to or Reliance on Credit Ratings in
Commission Regulations; Proposing Alternatives to the Use of Credit
Ratings
AGENCY: Commodity Futures Trading Commission.
ACTION: Notice of proposed rulemaking.
-----------------------------------------------------------------------
SUMMARY: The Commodity Futures Trading Commission (``Commission'' or
``CFTC'') is proposing rules to implement new statutory provisions
enacted by Title IX of the Dodd-Frank Wall Street Reform and Consumer
Protection Act. These proposed rules apply to futures commission
merchants, designated clearing organizations and commodity pool
operators. The proposed rules implement the new statutory framework
that requires agencies to replace any reference to or
[[Page 67255]]
reliance on credit ratings in their regulations with an appropriate
alternative standard.
DATES: Submit comments on or before December 2, 2010.
ADDRESSES: You may submit comments, identified by RIN number 3038-AD11
by any of the following methods:
Federal eRulemaking Portal: https://www.regulations.gov.
Follow the instructions for submitting comments.
Agency Web site, via its Comments Online process: https://comments.cftc.gov. Follow the instructions for submitting comments
through the Web site.
Mail: David A. Stawick, Secretary of the Commission,
Commodity Futures Trading Commission, Three Lafayette Centre, 1155 21st
Street, NW., Washington, DC 20581.
Hand Delivery/Courier: Same as mail above.
Please submit your comments using only one method.
All comments must be submitted in English, or if not, accompanied
by an English translation. Comments will be posted as received to
https://www.cftc.gov. You should submit only information that you wish
to make available publicly. If you wish the Commission to consider
information that you believe is exempt from disclosure under the
Freedom of Information Act, a petition for confidential treatment of
the exempt information may be submitted according to the established in
CFTC Regulation 145.9.\1\
---------------------------------------------------------------------------
\1\ 17 CFR 145.9.
---------------------------------------------------------------------------
The Commission reserves the right, but shall have no obligation, to
review, pre-screen, filter, redact, refuse or remove any or all of your
submission from https://www.cftc.gov that it may deem to be
inappropriate for publication, such as obscene language. All
submissions that have been redacted or removed that contain comments on
the merits of the rulemaking will be retained in the public comment
file and will be considered as required under the Administrative
Procedure Act and other applicable laws, and may be accessible under
the Freedom of Information Act.
FOR FURTHER INFORMATION CONTACT: Adrianne Joves, Counsel, Office of
General Counsel, Commodity Futures Trading Commission, Three Lafayette
Centre, 1155 21st Street, NW., Washington, DC 20581. Telephone: (202)
418-5420. E-mail: ajoves@cftc.gov.
SUPPLEMENTARY INFORMATION:
I. Background
On July 21, 2010, President Obama signed the Dodd-Frank Wall Street
Reform and Consumer Protection Act (``Dodd-Frank Act'').\2\ Title VII
of the Dodd-Frank Act \3\ amended the Commodity Exchange Act (``CEA'')
\4\ to establish a comprehensive new regulatory framework for swaps and
security-based swaps. The legislation was enacted to reduce risk,
increase transparency, and promote market integrity within the
financial system by, among other things: (1) Providing for the
registration and comprehensive regulation of swap dealers and major
swap participants; (2) imposing clearing and trade execution
requirements on standardized derivative products; (3) creating robust
recordkeeping and real-time reporting regimes; and (4) enhancing the
Commission's rulemaking and enforcement authorities with respect to,
among others, all registered entities and intermediaries subject to the
Commission's oversight.
---------------------------------------------------------------------------
\2\ See Dodd-Frank Wall Street Reform and Consumer Protection
Act, Pub. L. 111-203, 124 Stat. 1376 (2010). The text of the Dodd-
Frank Act may be accessed at https://www.cftc.gov./LawRegulation/
OTCDERIVATIVES/index.htm.
\3\ Pursuant to Section 701 of the Dodd-Frank Act, Title VII may
be cited as the ``Wall Street Transparency and Accountability Act of
2010.''
\4\ 7 U.S.C. 1 et seq.
---------------------------------------------------------------------------
In addition, Title IX of the Dodd-Frank Act addresses credit
ratings agencies. In pertinent part, Title IX requires Federal agencies
to review, modify and report on their regulations that require the use
of an assessment of the creditworthiness of a security or money market
instrument and that rely on or reference credit ratings.\5\ Section
939A of the Dodd-Frank Act directs that the Commission:
---------------------------------------------------------------------------
\5\ Dodd-Frank Wall Street Reform and Consumer Protection Act,
Public Law 111-203, Sec. 939A (2010).
---------------------------------------------------------------------------
(1) Review Commission regulations that require the use of an
assessment of the credit-worthiness of a security or money market
instrument;
(2) Remove any reference to or reliance on credit ratings in such
regulations and substitute an appropriate standard of credit-
worthiness;
(3) Seek to establish, to the extent possible, uniform standards of
credit-worthiness; and
(4) Report to Congress after the completion of the rulemaking
process.\6\
---------------------------------------------------------------------------
\6\ Id.
---------------------------------------------------------------------------
The Dodd-Frank Act contains a statutory deadline of July 21, 2011,
for completing the required review of Commission regulations for any
such reference to or reliance on credit ratings.\7\
---------------------------------------------------------------------------
\7\ Id. at Sec. 939A(a).
---------------------------------------------------------------------------
The Commission has completed the required review of its regulations
\8\ and has identified two categories of regulations that contain any
reliance on credit ratings: (1) Those that rely on ratings to limit how
Commission registrants might invest or deposit customer funds; and (2)
those that require disclosing a credit rating to describe an
investment's characteristics. However, not every instance identified by
this review specifically references or relies on credit ratings to
assess the credit-worthiness of a security or a money market
instrument. Nonetheless, in keeping with its efforts to fully comply
with both the spirit and letter of the Dodd-Frank Act, the Commission
is proposing to amend all of its identified regulations that rely on
credit ratings regarding financial instruments. Accordingly, the
Commission proposes amending Rules 1.49 \9\ and 4.24 \10\ to remove any
references or reliance on credit ratings and replace them with
alternative standards. Elsewhere in today's Federal Register, the
Commission is also publishing notice of its proposal to amend
Commission regulations 1.25 and 30.7, which in part proposes removing
all references to or reliance on credit ratings in those regulations.
Finally, the Commission is also publishing in today's Federal Register
notice of its proposal to amend Part 40 of its regulations. This
proposal includes removing Appendix A to Part 40,\11\ which contained
one reference to credit ratings.
---------------------------------------------------------------------------
\8\ Supra note 4.
\9\ 17 CFR 1.49 (2009).
\10\ 17 CFR 4.24(h)(1)(i) (2009).
\11\ 17 CFR app. pt. 40 guideline no. 1 (2009).
---------------------------------------------------------------------------
The Commission requests comment on all aspects of the proposed
rules, as well as comment on the specific provisions and issues
highlighted in the discussion below.
II. Discussion
A. Removing Reliance on or Reference to Credit Ratings To Limit How
Registrants Might Deposit Customer Funds
As noted above, after completing the required review of Commission
regulations for references to or reliance on credit ratings, two
instances were identified where credit ratings were used to help limit
how registrants might handle customer funds. Commission regulations
1.49 and 30.7, which were written to mirror one another,\12\ both
include a reference to credit ratings. The Commission is proposing to
remove those references to credit ratings from both 30.7 and 1.49. The
Commission's proposal to remove the reference to credit ratings from
regulation 30.7 is
[[Page 67256]]
being published elsewhere in today's Federal Register.
---------------------------------------------------------------------------
\12\ See 68 FR 5549 (Feb. 4, 2003).
---------------------------------------------------------------------------
1. Commission Regulation 1.49
Commission Regulation 1.49 \13\ places qualifications on the types
of depositories where futures commission merchants (FCMs) and
designated clearing organizations (DCOs) might place customer funds.
Similar to 30.7, 1.49 currently requires that an acceptable foreign
depository must either: (1) Have in excess of $1 billion of regulatory
capital; or (2) issue commercial paper or a long-term debt instrument
that is rated in one of the two highest rating categories by at least
one nationally recognized statistical rating organization (NRSRO).
---------------------------------------------------------------------------
\13\ 17 CFR 1.49(d)(3)(i)(B) (2009).
---------------------------------------------------------------------------
In keeping with the Dodd-Frank Act, the Commission proposes to
remove all ratings requirements from Regulation 1.49. This proposal is
based on the Commission's views regarding the uncertain reliability of
ratings as currently administered. Recent events in the financial
markets have revealed significant weaknesses in the ratings industry
and its ability to reliably gauge the safety of debt instruments.
Further, Congress and other Federal financial regulators have
considered eliminating or restricting rating requirements with some
frequency during the past two years.\14\
---------------------------------------------------------------------------
\14\ See 74 FR 63832 (Dec. 4, 2009) (discussing the efforts of
the Securities Exchange Commission). See also 75 FR 52283 (Aug. 25,
2010) (discussing the efforts of the Federal banking agencies.)
---------------------------------------------------------------------------
Finally, noting that the requirements regarding the placement of
customer funds in foreign depositories in the two regulations were
originally written to mirror one another,\15\ this proposal to remove
the reference to credit ratings in Commission regulation 1.49 is done
in concert with proposals found elsewhere in today's Federal Register
regarding Commission regulation 30.7. That proposal considers the
reference to credit ratings in Commission regulation 30.7 to be no more
useful or necessary to gauge the safety of a depository institution
than similar references found in Commission regulation 1.25. To explain
its proposal to remove references to credit ratings in Commission
regulation 1.25, the Commission notes the poor past performance of
credit ratings in gauging the safety of certain types of investments,
and its view that credit ratings are not necessary to gauge the future
ability of certain types of investments to preserve customer funds. As
a result, this proposal serves to align Commission regulation 1.49 with
proposed Commission regulations 1.25 and 30.7, and to greater simplify
the regulatory treatment of investment of customer funds.
---------------------------------------------------------------------------
\15\ See supra note 11.
---------------------------------------------------------------------------
Request for Comment
The Commission requests comment on whether relying on a minimum
capital requirement of $1 billion dollars in regulatory capital is an
adequate alternative standard to current Commission regulation 1.49.
The Commission also requests comment on whether there is another
standard or measure of solvency and credit-worthiness that might be
used as an appropriate, additional test of a bank's safety.
Specifically, the Commission seeks comment on whether a leverage ratio
or a capital adequacy ratio requirement consistent with or similar to
those in the Basel III accords\16\ would be an appropriate additional
safeguard for a bank or trust company located outside the United
States.
---------------------------------------------------------------------------
\16\ See Press Release, Basel Committee on Banking Supervision,
Group of Governors and Heads of Supervision Announces Higher Global
Minimum Capital Standards (Sept. 12, 2010) (https://bis.org/press/p100912.pdf).
---------------------------------------------------------------------------
The Commission welcomes any other comments on this proposal.
B. Removing Reliance on Credit Ratings To Help Disclose the
Characteristics of an Investment
After completing the required review of Commission regulations for
references to or reliance on credit ratings, two instances were
identified where credit ratings were used to help disclose the
characteristics of an investment. Commission regulation 4.24 \17\ and
Appendix A to Part 40 \18\ both include a reference to credit ratings.
As a result, while the references to credit ratings are not
specifically related to the credit-worthiness of securities or money
market instruments, in keeping with the spirit of the Dodd-Frank Act
the Commission is proposing to remove the references to credit ratings
from 4.24. Elsewhere in today's Federal Register the Commission is
proposing amendments to Part 40 of the Commission's regulations,
including the removal of Appendix A to Part 40.
---------------------------------------------------------------------------
\17\ 17 CFR 4.24(h)(1)(i) (2009).
\18\ 17 CFR app. pt. 40 guideline no. 1 (2009).
---------------------------------------------------------------------------
1. Commission Regulation 4.24
Commission Regulation 4.24 requires commodity pool operators (CPOs)
to disclose the characteristics of the commodity and other interests
that the pool will trade including, if applicable, their investment
rating. In keeping with its stated goal of complying fully with the
spirit and letter of the Dodd-Frank Act, the Commission proposes
removing the references to ratings Commission regulation 4.24 and
replacing that reference with the phrase ``credit-worthiness.'' While
CPOs may still choose to reference an investment rating to describe the
credit-worthiness of an investment in its disclosures, the Commission
notes that the CPO as appropriate should make an independent assessment
of the credit-worthiness of those investments.
Request for Comment
The Commission requests comment on what effect removing credit
ratings as one characteristic included in Commission regulation 4.24
might have on the ability of investors and others to understand the
disclosures of commodity pool operators (CPOs) regarding the
characteristics of a commodity pool. The Commission also requests
comment on the ability of CPOs to make independent assessments of the
credit-worthiness of their pool's investments.
III. Related Matters
A. Regulatory Flexibility Act
The Regulatory Flexibility Act (RFA) \19\ requires Federal
agencies, in promulgating rules, to consider the impact of those rules
on small businesses. The rule amendments proposed herein will affect
FCMs, DCOs and CPOs. The Commission has previously established certain
definitions of ``small entities'' to be used by the Commission in
evaluating the impact of its rules on small entities in accordance with
the RFA.\20\ The Commission has previously determined that registered
FCMs,\21\ DCOs \22\ and CPOs \23\ are not small entities for the
purpose of the RFA. Accordingly, pursuant to 5 U.S.C. 605(b), the
Chairman, on behalf of the Commission, certifies that the proposed
rules will not have a significant economic impact on a substantial
number of small entities.
---------------------------------------------------------------------------
\19\ 5 U.S.C. 601 et seq.
\20\ 47 FR 18618 (Apr. 30, 1982).
\21\ Id. at 18619.
\22\ 66 FR 45604, 45609 (Aug. 29, 2001).
\23\ 47 FR 18618-21 (Apr. 30, 1982).
---------------------------------------------------------------------------
B. Paperwork Reduction Act
The Paperwork Reduction Act of 1995 (PRA) \24\ imposes certain
requirements on Federal agencies (including the Commission) in
connection with their conducting or sponsoring any collection of
information as defined by the PRA. The proposed rule amendments do not
require a new collection of information on the part of any entities
subject to the
[[Page 67257]]
proposed rule amendments. Accordingly, for purposes of the PRA, the
Commission certifies that these proposed rule amendments, if
promulgated in final form, would not impose any new reporting or
recordkeeping requirements.
---------------------------------------------------------------------------
\24\ 44 U.S.C. 3501 et seq.
---------------------------------------------------------------------------
C. Costs and Benefits of the Proposed Rules
Section 15(a) of the CEA \25\ requires the Commission to consider
the costs and benefits of its actions before issuing a rulemaking under
the Act. By its terms, section 15(a) does not require the Commission to
quantify the costs and benefits of rule or to determine whether the
benefits of the rulemaking outweigh its costs; rather, it requires that
the Commission ``consider'' the costs and benefits of its actions.
Section 15(a) further specifies that the costs and benefits shall be
evaluated in light of five broad areas of market and public concern:
(1) Protection of market participants and the public; (2) efficiency,
competitiveness and financial integrity of futures markets; (3) price
discovery; (4) sound risk management practices; and (5) other public
interest considerations. The Commission may in its discretion give
greater weight to any one of the five enumerated areas and could in its
discretion determine that, notwithstanding its costs, a particular rule
is necessary or appropriate to protect the public interest or to
effectuate any of the provisions or accomplish any of the purposes of
the Act.
---------------------------------------------------------------------------
\25\ 7 U.S.C. 19(a).
---------------------------------------------------------------------------
Summary of proposed requirements. Proposed rule 1.49 would
facilitate greater protection of customer funds. The proposed
amendments align proposed regulation 1.49 with proposals made elsewhere
in today's Federal Register regarding Commission regulations 1.25 and
30.7. Like those proposals, the proposed amendments to Commission
regulation 1.49 are made with the primary purpose of safeguarding the
funds of customers.
Proposed amendments to Commission regulation 4.24 would lessen
reliance on credit ratings and will reduce risk in the financial system
by placing more responsibility on CPOs to fully understand the credit-
worthiness of their investments .
Costs. With respect to costs, the Commission has determined that
its proposals present minimal costs while providing the great benefits
of safeguarding customer funds and decreasing the risks associated with
CPOs not evaluating the credit-worthiness of their investments. There
may be some minimal costs associated with transferring customer funds,
if necessary, to more sound foreign depository institutions and with
CPOs improving their ability to make independent assessments regarding
the credit-worthiness of their investments.
Benefits. With respect to benefits, the Commission has determined
that the proposed rules will help safeguard customer funds and will
result in CPOs improving their understanding of the credit-worthiness
of their investments. The proposed rules help protect market
participants and the public by safeguarding customer funds and
highlighting the accountability CPOs have for understanding the credit-
worthiness of their investments. The proposed rules will not hinder the
efficiency or competitiveness of futures markets, and may improve the
financial integrity of the markets by helping to safeguard customer
funds and encourage CPOs to better understand the credit-worthiness of
their investments. The proposed rules will not have any effect on price
discovery, and may help improve sound risk management practices.
Public Comment. The Commission invites public comment on its cost-
benefit considerations. Commenters are also invited to submit any data
or other information that they may have quantifying or qualifying the
costs and benefits of the Proposal with their comment letters.
List of Subjects
17 CFR Part 1
Brokers, Commodity futures, Consumer protection.
17 CFR Part 4
Advertising, Commodity futures, Commodity pool operators, Commodity
trading advisors, Consumer protection, Disclosure, Principals,
Reporting and recordkeeping requirements.
For the reasons discussed in the preamble, the Commodity Futures
Trading Commission proposed to amend 17 CFR parts 1 and 4 as follows:
PART 1--GENERAL REGULATIONS UNDER THE COMMODITY EXCHANGE ACT
1. The authority citation for part 1 is revised to read as follows:
Authority: 7 U.S.C. 1a, 2, 5, 6, 6a, 6b, 6c, 6d, 6e, 6f, 6g, 6h,
6i, 6k, 6m, 6n, 6o, 6p, 7, 7a, 7b, 8, 9, 12, 12a, 12c, 13a, 13a-1,
16, 16a, 19, 21, 23, and 24, as amended by the Dodd-Frank Wall
Street Reform and Consumer Protection Act, Pub. L. 111-203, 124
Stat. 1376 (2010) and the Commodity Futures Modernization Act of
2000, Appendix E of Pub. L. 106-554, 114 Stat. 2763 (2000).
2. Section 1.49 is amended by revising paragraph (d)(3) to read as
follows:
Sec. 1.49 Denomination of customer funds and location of
depositories.
* * * * *
(d) * * *
(3) A depository, if located outside the United States, must be:
(i) A bank or trust company that has in excess of $1 billion of
regulatory capital; or
(ii) A futures commission merchant that is registered as such with
the Commission; or
(iii) A derivatives clearing organization.
* * * * *
PART 4--COMMODITY POOL OPERATORS AND COMMODITY TRADING ADVISORS
1. The authority citation for part 4 is revised to read as follows:
Authority: 7 U.S.C. 1a, 2, 4, 6(c), 6b, 6c, 6l, 6m, 6n, 6o, 12a
and 23 as amended by the Dodd-Frank Wall Street Reform and Consumer
Protection Act, Pub. L. 111-203, 124 Stat. 1376 (2010).
2. Section 4.24 is amended by revising paragraph (h)(1)(i) to read
as follows:
Sec. 4.24 General disclosures required.
* * * * *
(h) * * *
(1) * * *
(i) The approximate percentage of the pool's assets that will be
used to trade commodity interests, securities and other types of
interests, categorized by type of commodity or market sector, type of
security (debt, equity, preferred equity), whether traded or listed on
a regulated exchange market, maturity ranges and by credit worthiness,
as applicable;
* * * * *
By the Commodity Futures Trading Commission.
Dated: October 27, 2010.
David A. Stawick,
Secretary.
Statement of Chairman Gary Gensler Removing Any Reference to or
Reliance on Credit Ratings in Commission Regulations; Proposing
Alternatives to the Use of Credit Ratings
October 26, 2010
I support the proposal to remove any reliance on credit ratings
within the Commission's regulations. Under Title IX of the Dodd-Frank
Act, Congress required that the Commission review references to credit
ratings in our
[[Page 67258]]
existing regulations and to specifically remove them if they were
regarding certain financial instruments. The Commission has completed
the required review of its regulations and has identified seven
instances of references to credit ratings, five of which were regarding
those financial instruments. Today, we are proposing removing these
five references and reliance to credit ratings. This rule addresses two
of those references in Regulation 1.49, which limits the types of banks
in which futures commission merchants and derivatives clearing
organizations may place customer funds, and 4.24, which requires
commodity pool operators to disclose to their customers where they are
putting customer money. The other actions we are taking today regarding
rule certifications in Part 40 and investment of customer funds in
Regulation 1.25 and 30.7 will address the remaining instances of credit
ratings.
[FR Doc. 2010-27555 Filed 11-1-10; 8:45 am]
BILLING CODE P