Sunshine Act Meeting, 73749-73750 [2011-30794]
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Federal Register / Vol. 76, No. 229 / Tuesday, November 29, 2011 / Notices
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.
3. Applicants assert that the
shareholders expect the Adviser and the
Board to select the Subadvisers for the
Funds that are best suited to achieve
each Fund’s investment objective.
Applicants assert that, from the
perspective of the investor, the role of
the Subadvisers is substantially
equivalent 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
Agreements 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, including the
requirement for shareholder voting.
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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.
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
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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
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
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73749
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.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–30632 Filed 11–28–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a Closed Meeting
on Thursday, December 1, 2011 at 2
p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (5), (7), 9(ii)
and (10), permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Aguilar, as duty
officer, voted to consider the items
listed for the Closed Meeting in a closed
session.
The subject matter of the Closed
Meeting scheduled for Thursday,
December 1, 2011 will be: institution
and settlement of injunctive actions;
institution and settlement of
administrative proceedings;
adjudicatory matters; and other matters
relating to enforcement proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact: The Office of the Secretary at
(202) 551–5400.
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73750
Federal Register / Vol. 76, No. 229 / Tuesday, November 29, 2011 / Notices
Dated: November 23, 2011.
Elizabeth M. Murphy,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65805; File No. SR–
NYSEAmex–2011–89]
[FR Doc. 2011–30794 Filed 11–25–11; 11:15 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a Closed Meeting
on Tuesday, November 29, 2011 at 5
p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(10) and 17 CFR
200.402(a)(10), permit consideration of
the scheduled matter at the Closed
Meeting.
Commissioner Aguilar, as duty
officer, voted to consider the item listed
for the Closed Meeting in closed
session, and determined that no earlier
notice thereof was possible.
The subject matter of the Closed
Meeting scheduled for Tuesday,
November 29, 2011 will be: A matter
relating to enforcement proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact: The Office of the Secretary at
(202) 551–5400.
Dated: November 23, 2011.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–30793 Filed 11–25–11; 11:15 am]
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BILLING CODE 8011–01–P
Self-Regulatory Organizations; NYSE
Amex LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Increase From 20 to
30 the Number of Short Term Options
Series That May Be Opened for Each
Option Class That Participates in the
Exchange’s Short Term Option Series
Program
November 22, 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
November 18, 2011, NYSE Amex LLC
(the ‘‘Exchange’’ or ‘‘NYSE Amex’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Exchange filed the proposal as a ‘‘noncontroversial’’ proposed rule change
pursuant to Section 19(b)(3)(A)(iii) of
the Act 3 and Rule 19b–4(f)(6)
thereunder.4 The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Commentary .10 to NYSE Amex Options
Rule 903 to increase the number of
Short Term Options Series that may be
opened for each option class that
participates in the Exchange’s Short
Term Option Series Program
(‘‘Program’’) from 20 series to 30 series.
The text of the proposed rule change is
available at the Exchange, the
Commission’s Public Reference Room,
https://www.nyse.com, and https://
www.sec.gov.
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
self-regulatory organization included
statements 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 those statements may be examined at
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
2 17
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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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Commentary .10 to NYSE Amex Options
Rule 903 to increase the number of
Short Term Options Series that may be
opened for each option class that
participates in the Program from 20
series to 30 series.5
The Program is codified in NYSE
Amex Options Rule 903 and
Commentary .10 thereto. This rule text
provides that, after an option class has
been approved for listing and trading on
the Exchange, the Exchange may open
for trading on any Thursday or Friday
that is a business day (‘‘Short Term
Option Opening Date’’) series of options
on no more than five (5) classes 6 that
expire at the close of business on the
next Friday that is a business day
(‘‘Short Term Option Expiration Date’’).7
The strike price of each Short Term
Option Series will be fixed at a price per
share, with approximately the same
number of strike prices being opened
above and below the value of the
underlying security at about the time
that the Short Term Option Series are
initially opened for trading on the
Exchange (e.g., if seven series are
initially opened, there will be at least
three strike prices above and three strike
prices below the value of the underlying
security).8 Any strike prices listed by
5 On July 12, 2005, the Commission approved the
Program on a pilot basis. See Securities Exchange
Act Release No. 52014 (July 12, 2005), 70 FR 41244
(July 18, 2005) (SR–Amex–2005–035). The Program
was expanded and made permanent on June 23,
2010. See Securities Exchange Act Release No.
62370 (June 23, 2010), 75 FR 37870 (June 30, 2010)
(SR–NYSEAmex–2010–62).
6 In addition to the five-option class restriction,
the Exchange also may list Short Term Option
Series on any option classes that are selected by
other securities exchanges that employ a similar
program under their respective rules.
7 If the Exchange is not open for business on a
Thursday or Friday, the Short Term Option
Opening Date will be the first business day
immediately prior to that Thursday or Friday.
Similarly, if the Exchange is not open for business
on a Friday, the Short Term Option Expiration Date
will be the first business day immediately prior to
that Friday. Short Term Option Series are P.M.settled, except for Short Term Option Series on
indexes, which are A.M.-settled. No Short Term
Option Series may expire in the same week in
which monthly or Quarterly Option Series on the
same class expire.
8 The listing criteria for Short Term Options
Series contained in Commentary .10 of Rule 903 is
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Agencies
[Federal Register Volume 76, Number 229 (Tuesday, November 29, 2011)]
[Notices]
[Pages 73749-73750]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-30794]
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SECURITIES AND EXCHANGE COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to the provisions of the
Government in the Sunshine Act, Public Law 94-409, that the Securities
and Exchange Commission will hold a Closed Meeting on Thursday,
December 1, 2011 at 2 p.m.
Commissioners, Counsel to the Commissioners, the Secretary to the
Commission, and recording secretaries will attend the Closed Meeting.
Certain staff members who have an interest in the matters also may be
present.
The General Counsel of the Commission, or his designee, has
certified that, in his opinion, one or more of the exemptions set forth
in 5 U.S.C. 552b(c)(3), (5), (7), 9(B) and (10) and 17 CFR
200.402(a)(3), (5), (7), 9(ii) and (10), permit consideration of the
scheduled matters at the Closed Meeting.
Commissioner Aguilar, as duty officer, voted to consider the items
listed for the Closed Meeting in a closed session.
The subject matter of the Closed Meeting scheduled for Thursday,
December 1, 2011 will be: institution and settlement of injunctive
actions; institution and settlement of administrative proceedings;
adjudicatory matters; and other matters relating to enforcement
proceedings.
At times, changes in Commission priorities require alterations in
the scheduling of meeting items.
For further information and to ascertain what, if any, matters have
been added, deleted or postponed, please contact: The Office of the
Secretary at (202) 551-5400.
[[Page 73750]]
Dated: November 23, 2011.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-30794 Filed 11-25-11; 11:15 am]
BILLING CODE 8011-01-P