Submission for OMB Review; Comment Request, 11836-11837 [2014-04556]
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Federal Register / Vol. 79, No. 41 / Monday, March 3, 2014 / Notices
bylaws,2 and (iii) the fund maintains
and preserves permanently in an easily
accessible place a copy of the audit
committee charter, and any
modifications to the charter.3
Each fund that chooses to rely on rule
32a–4 incurs two collection of
information burdens. The first, related
to the board of directors’ adoption of the
audit committee charter, occurs once,
when the committee is established. The
second, related to the fund’s
maintenance and preservation of a copy
of the charter in an easily accessible
place, is an ongoing annual burden. The
information collection requirement in
rule 32a–4 enables the Commission to
monitor the duties and responsibilities
of an independent audit committee
formed by a fund relying on the rule.
Commission staff estimates that, on
average, the board of directors takes 15
minutes to adopt the audit committee
charter. Commission staff has estimated
that with an average of 8 directors on
the board,4 total director time to adopt
the charter is 2 hours. Combined with
an estimated 1 hour of paralegal time to
prepare the charter for board review, the
staff estimates a total one-time
collection of information burden of 3
hours for each fund. Once a board
adopts an audit committee charter, the
charter is preserved as part of the fund’s
records. Commission staff estimates that
there is no annual hourly burden
associated with preserving the charter in
accordance with the rule.5
Because virtually all existing funds
have now adopted audit committee
charters, the annual one-time collection
of information burden associated with
adopting audit committee charters is
limited to the burden incurred by newly
established funds. Commission staff
estimates that fund sponsors establish
approximately 139 new funds each
year,6 and that all of these funds will
adopt an audit committee charter in
order to rely on rule 32a–4. Thus,
Commission staff estimates that the
annual one-time hour burden associated
with adopting an audit committee
charter under rule 32a–4 going forward
will be approximately 417 hours.7
2 Rule
32a–4(b).
32a–4(c).
4 This estimate is based on staff discussions with
a representative of an entity that surveys funds and
calculates fund board statistics based on responses
to its surveys.
5 No hour burden related to such maintenance of
the charter was identified by the funds the
Commission staff surveyed.
6 This estimate is based on the average number of
notifications of registration on Form N–8A filed
from January 2011 through December 2013.
7 This estimate is based on the following
calculation: (3.0 burden hours for establishing
charter × 139 new funds = 417 burden hours).
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3 Rule
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As noted above, all funds that rely on
rule 32a–4 are subject to the ongoing
collection of information requirement to
preserve a copy of the charter in an
easily accessible place. This ongoing
requirement, which Commission staff
estimated has no hourly burden, applies
to new funds that adopt an audit
committee charter each year and to all
of the funds that have previously
adopted the charter and continue to
maintain it.
Funds incur internal costs associated
with the one-time collection of
information burden related to adopting
an audit committee charter. As noted
above, Commission staff estimates that
it takes approximately 2 hours of
aggregate directors’ time at $4000 per
hour, and 1 hour of paralegal time at
$175 per hour,8 to adopt an audit
committee charter. Thus, Commission
staff estimates a total internal cost of
$8175 per fund to adopt the charter 9
and a total annual cost of $1,136,325.10
When funds adopt an audit committee
charter in order to rely on rule 32a–4,
they also may incur one-time costs
related to hiring outside counsel to
prepare the charter. Commission staff
estimates that those costs average
approximately $1500 per fund.11
Commission staff understands that
virtually all funds now rely on rule 32a–
4 and have adopted audit committee
charters, and thus estimates that the
annual cost burden related to hiring
outside legal counsel is limited to newly
established funds.
As noted above, Commission staff
estimates that approximately 139 new
funds each year will adopt an audit
committee charter in order to rely on
rule 32a–4. Thus, Commission staff
estimates that the ongoing annual cost
burden associated with rule 32a–4 in
the future will be approximately
$208,500.12
These estimates of average costs are
made solely for the purposes of the
Paperwork Reduction Act. The
estimates are not derived from a
comprehensive or even a representative
survey or study of the costs of
Commission rules.
The collections of information
required by rule 32a–4 are necessary to
obtain the benefits of the rule. The
Commission is seeking OMB approval,
because an agency may not conduct or
sponsor, and a person is not required to
respond to, a collection of information
unless it displays a currently valid OMB
control number.
Written comments are invited on: (a)
Whether the collection of information is
necessary for the proper performance of
the functions of the Commission,
including whether the information has
practical utility; (b) the accuracy of the
Commission’s estimates of the burdens
of the collections of information; (c)
ways to enhance the quality, utility, and
clarity of the information collected; and
(d) ways to minimize the burdens of the
collections 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, Chief Information
Officer, Securities and Exchange
Commission, C/O Remi Pavlik-Simon,
100 F Street NE., Washington, DC
20549; or send an email to:
PRA_Mailbox@sec.gov.
Dated: February 25, 2014.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–04558 Filed 2–28–14; 8:45 am]
BILLING CODE 8011–01–P
8 The
$175/hour figure for a paralegal is from
SIFMA’s Management & Professional Earnings in
the Securities Industry 2012, modified by
Commission staff to account for an 1800-hour workyear and multiplied by 5.35 to account for bonuses,
firm size, employee benefits and overhead.
9 This estimate is based on the following
calculations: ($4000 per hour for directors’ time ×
2 hours = $8000); ($8000 + $175 = $8175).
10 This estimate is based on the following
calculations: ($8175 cost of hour burden per fund
× 139 new funds = $1,136,325).
11 Costs may vary based on the individual needs
of each fund. However, based on the staff’s
conversations with outside counsel that prepare
these charters, legal fees related to the preparation
and adoption of an audit committee charter usually
average $1500 or less. The Commission also
understands that the ICI has prepared a model audit
committee charter, which most legal professionals
use when establishing audit committees, thereby
reducing the costs associated with drafting a
charter.
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SECURITIES AND EXCHANGE
COMMISSION
Submission for OMB Review;
Comment Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of Investor
Education and Advocacy,
Washington, DC 20549–0213.
Extension:
Rule 8c–1. SEC File No. 270–455, OMB
Control No. 3235–0514
12 This estimate is based on the following
calculations: ($1500 cost of adopting charter × 139
newly established funds = $208,500).
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Federal Register / Vol. 79, No. 41 / Monday, March 3, 2014 / Notices
Notice is hereby given that pursuant
to the Paperwork Reduction Act of 1995
(‘‘PRA’’) (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
extension of the previously approved
collection of information provided for in
Rule 8c–1 (17 CFR 240.8c–1), under the
Securities Exchange Act of 1934
(‘‘Exchange Act’’) (15 U.S.C. 78a et seq.).
Rule 8c–1 generally prohibits a
broker-dealer from using its customers’
securities as collateral to finance its own
trading, speculating, or underwriting
transactions. More specifically, Rule 8c–
1 states three main principles: (1) a
broker-dealer is prohibited from
commingling the securities of different
customers as collateral for a loan
without the consent of each customer;
(2) a broker-dealer cannot commingle
customers’ securities with its own
securities under the same pledge; and
(3) a broker-dealer can only pledge its
customers’ securities to the extent that
customers are in debt to the brokerdealer.1
The information required by Rule 8c–
1 is necessary for the execution of the
Commission’s mandate under the
Exchange Act to prevent broker-dealers
from hypothecating or arranging for the
hypothecation of any securities carried
for the account of any customer under
certain circumstances. In addition, the
information required by Rule 8c–1
provides important investor protections.
There are approximately 82
respondents as of year-end 2012 (i.e.,
broker-dealers that conducted business
with the public, filed Part II of the
FOCUS Report, did not claim an
exemption from the Reserve Formula
computation, and reported that they had
a bank loan during at least one quarter
of the current year). Each respondent
makes an estimated 45 annual
responses, for an aggregate total of 3,690
responses per year.2 Each response takes
approximately 0.5 hours to complete.
Therefore, the total third-party reporting
burden per year is 1,845 burden hours.3
The retention period for the
recordkeeping requirement under Rule
8c–1 is three years. The recordkeeping
requirement under Rule 8c–1 is
mandatory to ensure that broker-dealers
do not commingle their securities or use
them to finance the broker-dealers’
proprietary business. This rule does not
1 See Exchange Act Release No. 2690 (November
15, 1940); Exchange Act Release No. 9428
(December 29, 1971).
2 82 respondents x 45 annual responses = 3,690
aggregate total of annual responses.
3 3,690 responses x 0.5 hours = 1,845 hours.
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involve the collection of confidential or
personal identifiable information.
An agency may not conduct or
sponsor, and a person is not required to
respond to, a collection of information
under the PRA unless it displays a
currently valid OMB control number.
The public may view background
documentation for this information
collection 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,
100 F Street, NE Washington, DC 20549,
or by sending an email to: PRA_
Mailbox@sec.gov. Comments must be
submitted to OMB within 30 days of
this notice.
Dated: February 25, 2014.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–04556 Filed 2–28–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
30923; File No. 812–14127]
Legg Mason Partners Equity Trust, et
al.; Notice of Application
February 24, 2014.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application under
section 6(c) of the Investment Company
Act of 1940 (‘‘Act’’) for an exemption
from section 15(a) of the Act and rule
18f–2 under the Act, as well as from
certain disclosure requirements.
AGENCY:
SUMMARY: Summary of Application:
Applicants request an order that would
permit them to enter into, and amend,
subadvisory agreements with WhollyOwned Sub-Advisors (as defined below)
and Non-Affiliated Sub-Advisors (as
defined below) without shareholder
approval. The order would also grant
relief from certain disclosure
requirements.
Applicants: Legg Mason Partners
Equity Trust (‘‘Equity Trust’’), Legg
Mason Partners Variable Equity Trust
(‘‘Variable Equity Trust,’’ and, together
with Equity Trust, the ‘‘Trusts’’), and
Permal Asset Management LLC
(‘‘Permal’’).
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11837
DATES: Filing Dates: The application
was filed on March 1, 2013, and
amended on September 24, 2013, and
February 6, 2014.
Hearing or Notification of Hearing: An
order granting the application will be
issued unless the Commission orders a
hearing. Interested persons may request
a hearing by writing to the
Commission’s Secretary and serving
applicants with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on March 21, 2014, and
should be accompanied by proof of
service on applicants, in the form of an
affidavit or, for lawyers, a certificate of
service. Hearing requests should state
the nature of the writer’s interest, the
reason for the request, and the issues
contested. Persons who wish to be
notified of a hearing may request
notification by writing to the
Commission’s Secretary.
ADDRESSES: Secretary, U.S. Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
Applicants: Trusts, 620 Eighth Avenue,
New York, NY 10018; Permal, 900 3rd
Avenue, New York, NY 10022.
FOR FURTHER INFORMATION CONTACT:
Courtney S. Thornton, Senior Counsel,
at (202) 551–6812, or David P. Bartels,
Branch Chief, at (202) 551–6821
(Division of Investment Management,
Chief Counsel’s Office).
SUPPLEMENTARY INFORMATION: The
following is a summary of the
application. The complete application
may be obtained via the Commission’s
Web site by searching for the file
number, or for an applicant using the
Company name box, at https://
www.sec.gov/search/search.htm or by
calling (202) 551–8090.
Applicants’ Representations
1. Each Trust is organized as a
Maryland statutory trust and is
registered with the Commission as an
open-end management investment
company under the Act. The Equity
Trust currently consists of 39 series of
shares (each a ‘‘Series’’ and collectively,
‘‘Series’’), each with its own distinct
investment objectives, policies and
restrictions. The Variable Equity Trust
consists of 14 Series, each with its own
distinct investment objectives, policies
and restrictions. The Trusts may offer
additional Series that in the future may
operate under the multi-manager
structure described in the application
and comply with the terms and
conditions set forth therein.
2. Permal is a limited liability
company organized under the laws of
the State of Delaware and is registered
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Agencies
[Federal Register Volume 79, Number 41 (Monday, March 3, 2014)]
[Notices]
[Pages 11836-11837]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-04556]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
Submission for OMB Review; Comment Request
Upon Written Request, Copies Available From: Securities and Exchange
Commission, Office of Investor Education and Advocacy, Washington, DC
20549-0213.
Extension:
Rule 8c-1. SEC File No. 270-455, OMB Control No. 3235-0514
[[Page 11837]]
Notice is hereby given that pursuant to the Paperwork Reduction Act
of 1995 (``PRA'') (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 extension of the
previously approved collection of information provided for in Rule 8c-1
(17 CFR 240.8c-1), under the Securities Exchange Act of 1934
(``Exchange Act'') (15 U.S.C. 78a et seq.).
Rule 8c-1 generally prohibits a broker-dealer from using its
customers' securities as collateral to finance its own trading,
speculating, or underwriting transactions. More specifically, Rule 8c-1
states three main principles: (1) a broker-dealer is prohibited from
commingling the securities of different customers as collateral for a
loan without the consent of each customer; (2) a broker-dealer cannot
commingle customers' securities with its own securities under the same
pledge; and (3) a broker-dealer can only pledge its customers'
securities to the extent that customers are in debt to the broker-
dealer.\1\
---------------------------------------------------------------------------
\1\ See Exchange Act Release No. 2690 (November 15, 1940);
Exchange Act Release No. 9428 (December 29, 1971).
---------------------------------------------------------------------------
The information required by Rule 8c-1 is necessary for the
execution of the Commission's mandate under the Exchange Act to prevent
broker-dealers from hypothecating or arranging for the hypothecation of
any securities carried for the account of any customer under certain
circumstances. In addition, the information required by Rule 8c-1
provides important investor protections.
There are approximately 82 respondents as of year-end 2012 (i.e.,
broker-dealers that conducted business with the public, filed Part II
of the FOCUS Report, did not claim an exemption from the Reserve
Formula computation, and reported that they had a bank loan during at
least one quarter of the current year). Each respondent makes an
estimated 45 annual responses, for an aggregate total of 3,690
responses per year.\2\ Each response takes approximately 0.5 hours to
complete. Therefore, the total third-party reporting burden per year is
1,845 burden hours.\3\
---------------------------------------------------------------------------
\2\ 82 respondents x 45 annual responses = 3,690 aggregate total
of annual responses.
\3\ 3,690 responses x 0.5 hours = 1,845 hours.
---------------------------------------------------------------------------
The retention period for the recordkeeping requirement under Rule
8c-1 is three years. The recordkeeping requirement under Rule 8c-1 is
mandatory to ensure that broker-dealers do not commingle their
securities or use them to finance the broker-dealers' proprietary
business. This rule does not involve the collection of confidential or
personal identifiable information.
An agency may not conduct or sponsor, and a person is not required
to respond to, a collection of information under the PRA unless it
displays a currently valid OMB control number.
The public may view background documentation for this information
collection 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, 100
F Street, NE Washington, DC 20549, or by sending an email to: PRA_Mailbox@sec.gov. Comments must be submitted to OMB within 30 days of
this notice.
Dated: February 25, 2014.
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-04556 Filed 2-28-14; 8:45 am]
BILLING CODE 8011-01-P