In The Matter of: Artfest International, Inc; Order of Suspension of Trading, 33377-33378 [2011-14285]
Download as PDF
sroberts on DSK5SPTVN1PROD with NOTICES
Federal Register / Vol. 76, No. 110 / Wednesday, June 8, 2011 / Notices
as a subadviser to one or more of the
Funds (‘‘Affiliated Subadviser’’).
Applicants’ Legal Analysis:
1. Section 15(a) of the Act provides,
in relevant part, that it is unlawful for
any person to act as an investment
adviser to a registered investment
company except pursuant to a written
contract that has been approved by the
vote of a majority of the company’s
outstanding voting securities. Rule 18f2 under the Act provides that each
series or class of securities in a series
investment company affected by a
matter must approve that matter if the
Act requires shareholder approval.
2. Section 6(c) of the Act provides that
the Commission may exempt any
person, security, or transaction or any
class or classes of persons, securities, or
transactions from any provisions of the
Act, or from any rule thereunder, if such
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. Applicants
state that the requested relief meets this
standard for the reasons discussed
below.
3. Applicants assert that the
shareholders are relying on the
Adviser’s experience to select one or
more Subadvisers best suited to achieve
a Fund’s investment objectives.
Applicants assert that, from the
perspective of the investor, the role of
the Subadvisers is comparable to that of
the individual portfolio managers
employed by the Adviser. Applicants
state that requiring shareholder
approval of each Subadvisory
Agreement would impose costs and
unnecessary delays on the Funds, and
may preclude the Adviser from acting
promptly in a manner considered
advisable by the Board. Applicants note
that the Advisory Agreement and any
Subadvisory Agreement with an
Affiliated Subadviser will remain
subject to section 15(a) of the Act and
rule 18f-2 under the Act.
Applicants’ Conditions:
Applicants agree that any order
granting the requested relief will be
subject to the following conditions:
1. Before a Fund may rely on the
requested order, the operation of the
Fund in the manner described in the
application will be approved by a
majority of the Fund’s outstanding
voting securities, as defined in the Act,
or in the case of a Fund whose public
shareholders purchase shares on the
basis of a prospectus containing the
disclosure contemplated by condition 2
below, by the initial shareholder(s)
before offering shares of that Fund to the
public.
VerDate Mar<15>2010
21:51 Jun 07, 2011
Jkt 223001
2. Each Fund relying on the requested
order will disclose in its prospectus the
existence, substance, and effect of any
order granted pursuant to this
application. Each Fund will hold itself
out to the public as utilizing the
Manager of Managers Structure. The
prospectus will prominently disclose
that the Adviser has ultimate
responsibility (subject to oversight by
the Board) to oversee the Subadvisers
and recommend their hiring,
termination, and replacement.
3. Within 90 days of the hiring of a
new Subadviser, shareholders of the
affected Fund will be furnished all
information about the new Subadviser
that would be included in a proxy
statement. To meet this obligation, each
Fund will provide shareholders within
90 days of the hiring of a new
Subadviser an information statement
meeting the requirements of Regulation
14C, Schedule 14C and Item 22 of
Schedule 14A under the Securities
Exchange Act of 1934.
4. The Adviser will not enter into a
subadvisory agreement with any
Affiliated Subadviser without such
agreement, including the compensation
to be paid thereunder, being approved
by the shareholders of the applicable
Fund.
5. At all times, at least a majority of
the Board will be Independent Trustees,
and the nomination of new or additional
Independent Trustees will be placed
within the discretion of the thenexisting Independent Trustees.
6. Whenever a subadviser change is
proposed for a Fund with an Affiliated
Subadviser, the Board, including a
majority of the Independent Trustees,
will make a separate finding, reflected
in the applicable Board minutes, that
such change is in the best interests of
the Fund and its shareholders, and does
not involve a conflict of interest from
which the Adviser or the Affiliated
Subadviser derives an inappropriate
advantage.
7. The Adviser will provide general
management services to each Fund,
including overall supervisory
responsibility for the general
management and investment of each
Fund’s assets and, subject to review and
approval of the Board, will: (a) Set each
Fund’s overall investment strategies; (b)
evaluate, select and recommend
Subadvisers to manage all or a part of
each Fund’s assets; (c) allocate and,
when appropriate, reallocate each
Fund’s assets among one or more
Subadvisers; (d) monitor and evaluate
the performance of Subadvisers; and (e)
implement procedures reasonably
designed to ensure that the Subadvisers
PO 00000
Frm 00187
Fmt 4703
Sfmt 4703
33377
comply with each Fund’s investment
objective, policies and restrictions.
8. No trustee or officer of the Trust or
a Fund, or director, manager, or officer
of the Adviser, will own directly or
indirectly (other than through a pooled
investment vehicle that is not controlled
by such person), any interest in a
Subadviser, except for (a) ownership of
interests in the Adviser or any entity
that controls, is controlled by, or is
under common control with the Adviser
or (b) ownership of less than 1% of the
outstanding securities of any class of
equity or debt of any publicly traded
company that is either a Subadviser or
an entity that controls, is controlled by,
or is under common control with a
Subadviser.
9. In the event the Commission adopts
a rule under the Act providing
substantially similar relief to that in the
order requested in the application, the
requested order will expire on the
effective date of that rule.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–14063 Filed 6–7–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[File No. 500–1]:
In The Matter of: Artfest International,
Inc; Order of Suspension of Trading
JUNE 6, 2011.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Artfest
International, Inc. (‘‘Artfest’’) because of
questions regarding the accuracy and
adequacy of assertions by Artfest, in its
2010 Form 10–K and amended Form
10–K filed with the Commission,
concerning, among other things, an
independent audit of Artfest’s financial
statements for the fiscal year ended
December 31, 2010, which was not
performed, and financial statements for
the 2010 period that are referenced in
the filings as ‘‘audited,’’ when they were
not.
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
securities of the above-listed company is
E:\FR\FM\08JNN1.SGM
08JNN1
33378
Federal Register / Vol. 76, No. 110 / Wednesday, June 8, 2011 / Notices
suspended for the period from 9:30 a.m.
EDT on Monday, June 6, 2011 and
terminating at 11:59 p.m. E.D.T. on
Friday, June 17, 2011.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–14285 Filed 6–6–11; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64584; File No. SR–Phlx–
2011–69]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX LLC To Conform Exchange
Rules
June 2, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on May 25,
2011, NASDAQ OMX PHLX LLC (‘‘Phlx’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
sroberts on DSK5SPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Fee Schedule and Exchange Rules 99,
274, 279, 501, 507, 510, 640, 722, 985,
1033, 1092, 1001A, 1047A, 3201, 3211,
3228, 3312, 3404 and 3405 to conform
the text of the Fee Schedule and Rules
to a rule change that was recently
approved by the Commission.3
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 64338
(April 25, 2011), 76 FR 12180 (March 4, 2011) (SR–
Phlx–2011–13).
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to conform the Exchange’s Fee
Schedule and/or text of various Rules,
as applicable, to utilize language
consistently throughout the Rulebook.
The Exchange recently filed a rule
change, to among other things, change
the name of the Exchange’s Board from
a ‘‘Board of Governors’’ to a ‘‘Board of
Directors’’, eliminate references to
foreign currency option participations,
and capitalize all uses of the word ‘‘rule’’
where that word referred to an Exchange
Rule.4
The Exchange proposes to amend the
Fee Schedule and/or text of various
Rules, as applicable, to change
references to a Board of Governors to a
Board of Directors and remove all
references to foreign currency options
participations and participants. In
addition, the Exchange proposes to
amend the Routing Fees in the Fee
Schedule to reorder the Routing Fees,
specifically to move C2 after CBOE for
ease of reference.
Additionally, the Exchange proposes
to amend Rules 99, 274, 279, 501, 507,
510, 640, 722, 985, 1033, 1092, 1001A,
1047A, 3201, 3211, 3228, 3312, 3404
and 3405 to capitalize all uses of the
word ‘‘rule’’ where that word referred to
an Exchange Rule. The Exchange
inadvertently did not amend the Rule
references in the prior filing.5
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 6 in general, and furthers the
objectives of Section 6(b)(5) of the Act 7
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest, by
1 15
2 17
VerDate Mar<15>2010
21:51 Jun 07, 2011
Jkt 223001
4 Id.
conforming the language in the
Exchange’s Fee Schedule and Rules so
that it is consistent throughout. The
Exchange believes that these
amendments will clarify the Exchange’s
Rules (including the Fee Schedule) to
the benefit of the membership. The
Exchange believes that making the rules
consistent will eliminate confusion with
respect to the various references it is
amending.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A) of the
Act 8 and Rule 19b–4(f)(1) 9 thereunder,
the Exchange has designated this
proposal as one that constitutes a stated
policy, practice or interpretation with
respect to the meaning, administration,
or enforcement of an existing rule of the
SRO, and therefore has become
effective.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
5 Id.
6 15
7 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00188
Fmt 4703
8 15
9 17
Sfmt 4703
E:\FR\FM\08JNN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(1).
08JNN1
Agencies
[Federal Register Volume 76, Number 110 (Wednesday, June 8, 2011)]
[Notices]
[Pages 33377-33378]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-14285]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[File No. 500-1]:
In The Matter of: Artfest International, Inc; Order of Suspension
of Trading
JUNE 6, 2011.
It appears to the Securities and Exchange Commission that there is
a lack of current and accurate information concerning the securities of
Artfest International, Inc. (``Artfest'') because of questions
regarding the accuracy and adequacy of assertions by Artfest, in its
2010 Form 10-K and amended Form 10-K filed with the Commission,
concerning, among other things, an independent audit of Artfest's
financial statements for the fiscal year ended December 31, 2010, which
was not performed, and financial statements for the 2010 period that
are referenced in the filings as ``audited,'' when they were not.
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 securities of the
above-listed company is
[[Page 33378]]
suspended for the period from 9:30 a.m. EDT on Monday, June 6, 2011 and
terminating at 11:59 p.m. E.D.T. on Friday, June 17, 2011.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-14285 Filed 6-6-11; 4:15 pm]
BILLING CODE 8011-01-P