Submission for OMB Review; Comment Request, 19037-19038 [2012-7521]
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Federal Register / Vol. 77, No. 61 / Thursday, March 29, 2012 / Notices
SECURITIES AND EXCHANGE
COMMISSION
Proposed Collection; Comment
Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of Investor
Education and Advocacy,
Washington, DC 20549–0213.
mstockstill on DSK4VPTVN1PROD with NOTICES
Extension:
Rule 206(3)–2, SEC File No. 270–216, OMB
Control No. 3235–0243.
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission (the
‘‘Commission’’) is soliciting comments
on the collection of information
summarized below. The Commission
plans to submit this existing collection
of information to the Office of
Management and Budget for extension
and approval.
Rule 206(3)–2, (17 CFR 275.206(3)–2)
which is entitled ‘‘Agency Cross
Transactions for Advisory Clients,’’
permits investment advisers to comply
with section 206(3) of the Investment
Advisers Act of 1940 (the ‘‘Act’’) (15
U.S.C. 80b–6(3)) by obtaining a client’s
blanket consent to enter into agency
cross transactions (i.e., a transaction in
which an adviser acts as a broker to both
the advisory client and the opposite
party to the transaction), provided that
certain disclosures are made to the
client. Rule 206(3)–2 applies to all
registered investment advisers. In
relying on the rule, investment advisers
must provide certain disclosures to their
clients. Advisory clients can use the
disclosures to monitor agency cross
transactions that affect their advisory
account. The Commission also uses the
information required by Rule 206(3)–2
in connection with its investment
adviser inspection program to ensure
that advisers are in compliance with the
rule. Without the information collected
under the rule, advisory clients would
not have information necessary for
monitoring their adviser’s handling of
their accounts and the Commission
would be less efficient and effective in
its inspection program.
The information requirements of the
rule consist of the following: (1) Prior to
obtaining the client’s consent
appropriate disclosure must be made to
the client as to the practice of, and the
conflicts of interest involved in, agency
cross transactions; (2) at or before the
completion of any such transaction the
client must be furnished with a written
confirmation containing specified
information and offering to furnish
upon request certain additional
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17:14 Mar 28, 2012
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information; and (3) at least annually,
the client must be furnished with a
written statement or summary as to the
total number of transactions during the
period covered by the consent and the
total amount of commissions received
by the adviser or its affiliated brokerdealer attributable to such transactions.
The Commission estimates that
approximately 550 respondents use the
rule annually, necessitating about 32
responses per respondent each year, for
a total of 17,600 responses. Each
response requires an estimated 0.5
hours, for a total of 8,800 hours. The
estimated average burden hours are
made solely for the purposes of the
Paperwork Reduction Act and are not
derived from a comprehensive or
representative survey or study of the
cost of Commission rules and forms.
This collection of information is
found at (17 CFR 275.206(3)–2) and is
necessary in order for the investment
adviser to obtain the benefits of Rule
206(3)–2. The collection of information
requirements under the rule is
mandatory. Information subject to the
disclosure requirements of Rule 206(3)–
2 does not require submission to the
Commission; and, accordingly, the
disclosure pursuant to the rule is not
kept confidential. Commissionregistered investment advisers are
required to maintain and preserve
certain information required under Rule
206(3)–2 for five (5) years. The longterm retention of these records is
necessary for the Commission’s
inspection program to ascertain
compliance with the Advisers Act.
An agency may not conduct or
sponsor, and a person is not required to
respond to a collection of information
unless it displays a currently valid
control number.
Written comments are invited on: (a)
Whether the proposed collection of
information is necessary for the proper
performance of the functions of the
agency, including whether the
information shall have practical utility;
(b) the accuracy of the agency’s estimate
of the burden of the proposed collection
of information; (c) ways to enhance the
quality, utility, and clarity of the
information to be collected; and (d)
ways to minimize the burden of the
collection of information on
respondents, including through the use
of automated collection techniques or
other forms of information technology.
Consideration will be given to
comments and suggestions submitted in
writing within sixty 60 days of this
publication.
Please direct your written comments
to Thomas Bayer, Director/Chief
Information Officer, Securities and
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19037
Exchange Commission, c/o Remi PavlikSimon, 6432 General Green Way,
Alexandria, VA 22312; or send an email
to: PRA_Mailbox@sec.gov.
Dated: March 23, 2012.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–7522 Filed 3–28–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Submission for OMB Review;
Comment Request
Upon written request, copies available
from: Securities and Exchange
Commission, Office of Investor
Education and Advocacy,
Washington, DC 20549.
Extension:
Rule 17Ac2–2 and Form TA–2, SEC File
No. 270–298, OMB Control No. 3235–
0337.
Notice is hereby given that pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission
(‘‘Commission’’) has submitted to the
Office of Management and Budget
(‘‘OMB’’) a request for approval of the
existing collection of information
provided for in Rule 17Ac2–2 (17 CFR
240.17Ac2–2) and Form TA–2 under the
Securities Exchange Act of 1934 (15
U.S.C. 78a et seq.) (‘‘Exchange Act’’).
Rule 17Ac2–2 and Form TA–2 under
the Exchange Act require transfer agents
to file an annual report of their business
activities with the Commission.
These reporting requirements are
designed to ensure that all registered
transfer agents are providing the
Commission with sufficient information
on an annual basis about the transfer
agent community and for the
Commission to effectively monitor
business activities of transfer agents.
The amount of time needed to comply
with the requirements of amended Rule
17Ac2–2 and Form TA–2 varies. From
the total 473 registered transfer agents,
approximately 30 registrants would be
required to complete only Questions 1
through 4 and the signature section of
amended Form TA–2, which the
Commission estimates would take each
registrant about 30 minutes, for a total
burden of 15 hours (30 × .5 hours).
Approximately 111 registrants would be
required to answer Questions 1 through
5, 10, and 11 and the signature section,
which the Commission estimates would
take about 1 hour and 30 minutes, for
a total of 166.5 hours (111 × 1.5 hours).
The remaining registrants,
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Federal Register / Vol. 77, No. 61 / Thursday, March 29, 2012 / Notices
approximately 332, would be required
to complete the entire Form TA–2,
which the Commission estimates would
take about 6 hours, for a total of 1,992
hours (332 × 6 hours). The aggregate
annual burden on all 473 transfer agents
registered with the Commission as of
November 1, 2011, is thus
approximately 2,174 hours (15 hours +
166.5 hours + 1,992 hours).
We estimate that the total cost of
reviewing and entering the information
reported on the Forms TA–2 for
respondents is $41.50 per hour. The
Commission estimates that the total
internal labor cost of complying with
the rule and form requirements would
be $90,221 annually ($41.50 × 2,174).
This, however, is solely a monetization
of the hour burden and is not a separate
cost burden.
This rule does not involve the
collection of confidential information.
The Commission may not conduct or
sponsor a collection of information
unless it displays a currently valid
Office of Management and Budget
(‘‘OMB’’) control number. No person
shall be subject to any penalty for failing
to comply with a collection of
information subject to the Paperwork
Reduction Act that does not display a
valid OMB control number.
Background documentation for this
information collection may be viewed at
the following Web site, www.reginfo.
gov. Comments should be directed to: (i)
Desk Officer for the Securities and
Exchange Commission, Office of
Information and Regulatory Affairs,
Office of Management and Budget,
Room 10102, New Executive Office
Building, Washington, DC 20503, or by
sending an email to: Shagufta_Ahmed@
omb.eop.gov; and (ii) Thomas Bayer,
Director/Chief Information Officer,
Securities and Exchange Commission,
c/o Remi Pavlik-Simon, 6432 General
Green Way, Alexandria, VA 22312 or
send an email to: PRA_Mailbox@sec.
gov. Comments must be submitted to
OMB within 30 days of this notice.
Dated: March 23, 2012.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–7521 Filed 3–28–12; 8:45 am]
mstockstill on DSK4VPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Proposed Collection; Comment
Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of Investor
VerDate Mar<15>2010
17:14 Mar 28, 2012
Jkt 226001
Education and Advocacy,
Washington, DC 20549–0213.
Extension:
Rules 8b–1 to 8b–33, SEC File No. 270–
135, OMB Control No. 3235–0176.
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission
(‘‘Commission’’) is soliciting comments
on the collection of information
summarized below. The Commission
plans to submit this existing collection
of information to the Office of
Management and Budget (‘‘OMB’’) for
extension and approval.
Rules 8b–1 to 8b–33 (17 CFR 270.8b–
1 to 8b–33) under the Investment
Company Act of 1940 (15 U.S.C. 80a–1
et seq.) (‘‘Investment Company Act’’)
were adopted to standardize the
mechanics of registration under the
Investment Company Act and to provide
more specific guidance for persons
registering under the Investment
Company Act than the information
contained in the statute. For the most
part, these procedural rules do not
require the disclosure of information.
Two of the rules, however, require
limited disclosure of information.1 The
information required by the rules is
necessary to ensure that investors have
clear and complete information upon
which to base an investment decision.
The Commission uses the information
that investment companies provide on
registration statements in its regulatory,
disclosure review, inspection and
policy-making roles. The respondents to
the collection of information are
investment companies filing registration
statements under the Investment
Company Act.
The Commission does not estimate
separately the total annual reporting and
recordkeeping burden associated with
rules 8b-1 to 8b-33 because the burden
associated with these rules are included
in the burden estimates the Commission
submits for the investment company
registration statement forms (e.g., Form
N–1A (17 CFR 239.15A and 274.11A),
Form N–2 (17 CFR 239.14 and 274.11a–
1), Form N–3 (17 CFR 239.17a and
274.11b), Form N–4 (17 CFR 239.17b
and 274.11c), and Form N–6 (17 CFR
239.17c and 274.11d)). For example, a
mutual fund that prepares a registration
statement on Form N–1A must comply
with the rules under Section 8(b),
including rules on riders, amendments,
the form of the registration statement,
and the number of copies to be
submitted. Because the fund only incurs
a burden from the Section 8(b) rules
when preparing a registration statement,
it would be impractical to measure the
compliance burden of these rules
separately. The Commission believes
that including the burden of the Section
8(b) rules with the burden estimates for
the investment company registration
statement forms provides a more
accurate and complete estimate of the
total burdens associated with the
registration process. For administrative
purposes, however, we are requesting
approval for an information collection
burden of one hour per year. This
estimate of burden hours is not derived
from a comprehensive or necessarily
even representative study of the cost of
the Commission’s rules and forms.
Written comments are invited on: (a)
Whether the proposed collection of
information is necessary for the proper
performance of the functions of the
agency, including whether the
information will have practical utility;
(b) the accuracy of the agency’s estimate
of the burden of the collection of
information; (c) ways to enhance the
quality, utility, and clarity of the
information collected; and (d) ways to
minimize the burden of the collection of
information on respondents, including
through the use of automated collection
techniques or other forms of information
technology. Consideration will be given
to comments and suggestions submitted
in writing within 60 days of this
publication.
Please direct your written comments
to Thomas Bayer, Director/Chief
Information Officer, Securities and
Exchange Commission, c/o Remi PavlikSimon, 6432 General Green Way,
Alexandria, VA 22312; or send an email
to PRA_Mailbox@sec.gov.
Dated: March 23, 2012.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–7520 Filed 3–28–12; 8:45 am]
BILLING CODE 8011–01–P
1 Rule 8b–3 (17 CFR 270.8b–3) provides that
whenever a registration form requires the title of
securities to be stated, the registrant must indicate
the type and general character of the securities to
be issued. Rule 8b–22 (17 CFR 270.8b–22) provides
that if the existence of control is open to reasonable
doubt, the registrant may disclaim the existence of
control, but it must state the material facts pertinent
to the possible existence of control.
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Agencies
[Federal Register Volume 77, Number 61 (Thursday, March 29, 2012)]
[Notices]
[Pages 19037-19038]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-7521]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
Submission for OMB Review; Comment Request
Upon written request, copies available from: Securities and Exchange
Commission, Office of Investor Education and Advocacy, Washington, DC
20549.
Extension:
Rule 17Ac2-2 and Form TA-2, SEC File No. 270-298, OMB Control
No. 3235-0337.
Notice is hereby given that pursuant to the Paperwork Reduction Act
of 1995 (44 U.S.C. 3501 et seq.), the Securities and Exchange
Commission (``Commission'') has submitted to the Office of Management
and Budget (``OMB'') a request for approval of the existing collection
of information provided for in Rule 17Ac2-2 (17 CFR 240.17Ac2-2) and
Form TA-2 under the Securities Exchange Act of 1934 (15 U.S.C. 78a et
seq.) (``Exchange Act'').
Rule 17Ac2-2 and Form TA-2 under the Exchange Act require transfer
agents to file an annual report of their business activities with the
Commission.
These reporting requirements are designed to ensure that all
registered transfer agents are providing the Commission with sufficient
information on an annual basis about the transfer agent community and
for the Commission to effectively monitor business activities of
transfer agents.
The amount of time needed to comply with the requirements of
amended Rule 17Ac2-2 and Form TA-2 varies. From the total 473
registered transfer agents, approximately 30 registrants would be
required to complete only Questions 1 through 4 and the signature
section of amended Form TA-2, which the Commission estimates would take
each registrant about 30 minutes, for a total burden of 15 hours (30 x
.5 hours). Approximately 111 registrants would be required to answer
Questions 1 through 5, 10, and 11 and the signature section, which the
Commission estimates would take about 1 hour and 30 minutes, for a
total of 166.5 hours (111 x 1.5 hours). The remaining registrants,
[[Page 19038]]
approximately 332, would be required to complete the entire Form TA-2,
which the Commission estimates would take about 6 hours, for a total of
1,992 hours (332 x 6 hours). The aggregate annual burden on all 473
transfer agents registered with the Commission as of November 1, 2011,
is thus approximately 2,174 hours (15 hours + 166.5 hours + 1,992
hours).
We estimate that the total cost of reviewing and entering the
information reported on the Forms TA-2 for respondents is $41.50 per
hour. The Commission estimates that the total internal labor cost of
complying with the rule and form requirements would be $90,221 annually
($41.50 x 2,174). This, however, is solely a monetization of the hour
burden and is not a separate cost burden.
This rule does not involve the collection of confidential
information.
The Commission may not conduct or sponsor a collection of
information unless it displays a currently valid Office of Management
and Budget (``OMB'') control number. No person shall be subject to any
penalty for failing to comply with a collection of information subject
to the Paperwork Reduction Act that does not display a valid OMB
control number.
Background documentation for this information collection may be
viewed at the following Web site, www.reginfo.gov. Comments should be
directed to: (i) Desk Officer for the Securities and Exchange
Commission, Office of Information and Regulatory Affairs, Office of
Management and Budget, Room 10102, New Executive Office Building,
Washington, DC 20503, or by sending an email to: Shagufta_Ahmed@omb.eop.gov; and (ii) Thomas Bayer, Director/Chief Information
Officer, Securities and Exchange Commission, c/o Remi Pavlik-Simon,
6432 General Green Way, Alexandria, VA 22312 or send an email to: PRA_Mailbox@sec.gov. Comments must be submitted to OMB within 30 days of
this notice.
Dated: March 23, 2012.
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-7521 Filed 3-28-12; 8:45 am]
BILLING CODE 8011-01-P