Deutsche Bank AG, et al.; Notice of Application and Temporary Order, 23826-23830 [2015-09965]
Download as PDF
23826
Federal Register / Vol. 80, No. 82 / Wednesday, April 29, 2015 / Notices
remains structured as a percentage
discount on Priority Mail packages
based on the previous year’s total
packages shipped. Id. Attachment A at
1.
The Postal Service intends for the
Amendment to become effective one
business day after the date that the
Commission completes its review of the
Notice. Notice at 1. The Postal Service
asserts that the Amendment will not
impair the ability of the contract to
comply with 39 U.S.C. 3633. Id.
II. Notice of Filings
The Commission invites comments on
whether the changes presented in the
Postal Service’s Notice are consistent
with the policies of 39 U.S.C. 3632,
3633, or 3642, 39 CFR 3015.5, and 39
CFR part 3020, subpart B. Comments are
due no later than April 30, 2015. The
public portions of these filings can be
accessed via the Commission’s Web site
(https://www.prc.gov).
The Commission appoints James F.
Callow to represent the interests of the
general public (Public Representative)
in this docket.
III. Ordering Paragraphs
It is ordered:
1. The Commission reopens Docket
No. CP2013–82 for consideration of
matters raised by the Postal Service’s
Notice.
2. Pursuant to 39 U.S.C. 505, the
Commission appoints James F. Callow
to serve as an officer of the Commission
(Public Representative) to represent the
interests of the general public in this
proceeding.
3. Comments are due no later than
April 30, 2015.
4. The Secretary shall arrange for
publication of this order in the Federal
Register.
By the Commission.
Ruth Ann Abrams,
Acting Secretary.
[FR Doc. 2015–09943 Filed 4–28–15; 8:45 am]
BILLING CODE 7710–FW–P
POSTAL SERVICE
mstockstill on DSK4VPTVN1PROD with NOTICES
Product Change—Priority Mail and
First-Class Package Service
Negotiated Service Agreement
The Postal Service gives
notice of filing a request with the Postal
Regulatory Commission to add a
domestic shipping services contract to
the list of Negotiated Service
SUMMARY:
20:18 Apr 28, 2015
Stanley F. Mires,
Attorney, Federal Requirements.
[FR Doc. 2015–09960 Filed 4–28–15; 8:45 am]
BILLING CODE 7710–12–P
PRIVACY AND CIVIL LIBERTIES
OVERSIGHT BOARD
[Notice–PCLOB–2015–03; Docket No. 2015–
0002, Sequence No. 1]
Public Meeting on Executive Order
12333 at the National Constitution
Center
Privacy and Civil Liberties
Oversight Board.
ACTION: Notice of Public Meeting.
AGENCY:
The Privacy and Civil
Liberties Oversight Board will hold a
public meeting to examine the historical
background, constitutional implications,
and oversight of counterterrorism
activities conducted under the
Executive Order on United States
Intelligence Activities (Executive Order
12333). The public meeting will inform
the Privacy and Civil Liberties Oversight
Board’s oversight of and advice
pertinent to such activities. Visit
www.pclob.gov for a list of panelists.
DATES: The public meeting will be held
on Wednesday, May 13, 2015 from
10:15 a.m. until 4:45 p.m. Eastern
Standard Time (EST).
ADDRESSES: The National Constitution
Center, Kirby Auditorium, 525 Arch
Street, Philadelphia, Pennsylvania
19106.
SUMMARY:
FOR FURTHER INFORMATION CONTACT:
Postal ServiceTM.
ACTION: Notice.
AGENCY:
VerDate Sep<11>2014
Agreements in the Mail Classification
Schedule’s Competitive Products List.
DATES: Effective date: April 29, 2015.
FOR FURTHER INFORMATION CONTACT:
Elizabeth A. Reed, 202–268–3179.
SUPPLEMENTARY INFORMATION: The
United States Postal Service® hereby
gives notice that, pursuant to 39 U.S.C.
3642 and 3632(b)(3), on April 22, 2015,
it filed with the Postal Regulatory
Commission a Request of the United
States Postal Service to Add Priority
Mail & First-Class Package Service
Contract 4 to Competitive Product List.
Documents are available at
www.prc.gov, Docket Nos. MC2015–48,
CP2015–60.
Jkt 235001
Sharon Bradford Franklin, Executive
Director, 202–331–1986.
SUPPLEMENTARY INFORMATION:
Agenda
10:15 a.m. Doors Open.
10:30 a.m. Opening Remarks.
PO 00000
Frm 00066
Fmt 4703
Sfmt 4703
10:45 a.m. Session 1: Separation of
Powers and the History of E.O.
12333.
12:15 p.m. Lunch on your own.
1:15 p.m. Session 2: First and Fourth
Amendment Implications of E.O.
12333 Activities: The Impact of
New Technologies.
2:45 p.m. Break.
3:00 p.m. Session 3: E.O. 12333 in
Practice.
4:30 p.m. Closing remarks.
Procedures for Public Observation
The public meeting is free and open
to the public. Pre-registration is not
required. Individuals who plan to attend
and require special assistance should
contact Sharon Bradford Franklin,
Executive Director, 202–331–1986, at
least seventy-two (72) hours prior to the
meeting date.
Dated: April 23, 2015.
Eric Broxmeyer,
General Counsel, Privacy and Civil Liberties
Oversight Board.
[FR Doc. 2015–09988 Filed 4–28–15; 8:45 am]
BILLING CODE 6820–B3–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74725; File No. SR–
NASDAQ–2015–032]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
NASDAQ Rules 7014 and 7018
April 14, 2015.
Correction
In notice document 2015–08941,
appearing on pages 21778–21782 in the
Issue of Monday, April 20, 2015, make
the following correction:
On page 21781, in the third column,
on the last line, ‘‘May 8, 2015.’’ should
read ‘‘May 11, 2015.’’
[FR Doc. C1–2015–08941 Filed 4–28–15; 8:45 am]
BILLING CODE 1505–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. IC—31577; 812–14448]
Deutsche Bank AG, et al.; Notice of
Application and Temporary Order
April 23, 2015.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Temporary order and notice of
application for a permanent order under
AGENCY:
E:\FR\FM\29APN1.SGM
29APN1
Federal Register / Vol. 80, No. 82 / Wednesday, April 29, 2015 / Notices
section 9(c) of the Investment Company
Act of 1940 (‘‘Act’’).
Applicants have received a
temporary order (the ‘‘Temporary
Order’’) exempting them from section
9(a) of the Act, with respect to a guilty
plea entered April 23, 2015, by DB
Group Services (UK) Ltd. (the ‘‘Settling
Firm’’) in the U.S. District Court for the
District of Connecticut (the ‘‘District
Court’’) in connection with a plea
agreement between the Settling Firm
and the U.S. Department of Justice
(‘‘DOJ’’), until the Commission takes
final action on an application for a
permanent order. Applicants have also
requested a permanent order (the
‘‘Permanent Order,’’ and with the
Temporary Order, the ‘‘Orders’’).
APPLICANTS: Deutsche Investment
Management Americas, Inc. (‘‘DIMA’’),
Deutsche Asset & Wealth Management
International GmbH (‘‘DeAWMI’’),
Deutsche Investments Australia Limited
(‘‘DIAL’’), RREEF America L.L.C.
(‘‘RREEF’’), Deutsche Alternative Asset
Management (Global) Limited (‘‘DAAM
Global’’), DBX Advisors LLC (‘‘DBX
Advisors’’), DBX Strategic Advisors LLC
(‘‘DBX Strategic Advisors’’), DeAWM
Distributors, Inc. (‘‘DDI’’), Harvest
Global Investments Limited (‘‘Harvest’’)
(each, a ‘‘Fund Servicing Applicant’’);
and the Settling Firm (with the Fund
Servicing Applicants, the
‘‘Applicants’’), and Deutsche Bank AG
(‘‘DB AG’’).
FILING DATE: The application was filed
on April 23, 2015.
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 May 18, 2015, and
should be accompanied by proof of
service on applicants, in the form of an
affidavit or, for lawyers, a certificate of
service. Pursuant to rule 0–5 under the
Act, hearing requests should state the
nature of the writer’s interest, any facts
bearing upon the desirability of a
hearing on the matter, 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: DB AG, Taunusanlage 12,
60325 Frankfurt am Main, Germany;
DIMA, DBX Advisors, and DBX
mstockstill on DSK4VPTVN1PROD with NOTICES
SUMMARY:
VerDate Sep<11>2014
17:18 Apr 28, 2015
Jkt 235001
Strategic Advisors, 345 Park Avenue,
New York, NY 10154; DeAWMI,
Mainzer Landstrasse 178–190, Frankfurt
am Main, 60327, Germany; DIAL,
Deutsche Bank Place, Level 16, CNR
Hunter and Phillip Streets, Sydney,
NSW 2000, Australia; RREEF and DDI,
222 South Riverside Plaza, Chicago, IL
60606; DAAM Global, Winchester
House, 1 Great Winchester Street,
London, United Kingdom EC2N 2DB;
Harvest, 31/F One Exchange Square, 8
Connaught Place, Central Hong Kong,
Hong Kong; and the Settling Firm, 23
Great Winchester Street, London, EC2P
2AX, United Kingdom.
FOR FURTHER INFORMATION CONTACT:
David J. Marcinkus, Senior Counsel, at
202–551–6882 or David P. Bartels,
Branch Chief, at 202–551–6821
(Division of Investment Management,
Chief Counsel’s Office).
SUPPLEMENTARY INFORMATION: The
following is a temporary order and
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. DB AG, a stock corporation under
the laws of Germany, is a financial
services firm. Each of the Applicants,
except Harvest, is either a direct or
indirect wholly-owned subsidiary of DB
AG. DIMA, a corporation organized
under the laws of Delaware, is an
investment adviser registered under the
Investment Advisers Act of 1940 (the
‘‘Advisers Act’’). DeAWMI, a
corporation organized under the laws of
Germany, is an investment adviser
registered under the Advisers Act.
DIAL, a corporation organized under the
laws of Australia, is an investment
adviser registered under the Advisers
Act. RREEF, a Delaware limited liability
company, is an investment adviser
registered under the Advisers Act.
DAAM Global, a UK limited company,
is an investment adviser registered
under the Advisers Act. DBX Advisors,
a Delaware limited liability company, is
an investment adviser registered under
the Advisers Act. DBX Strategic
Advisors, a Delaware limited liability
company, is an investment adviser
registered under the Advisers Act. DDI,
a corporation organized under the laws
of Delaware, is a broker-dealer
registered under the Securities
Exchange Act of 1934. Harvest, a Hong
Kong limited company by shares, is the
wholly owned subsidiary of a joint
PO 00000
Frm 00067
Fmt 4703
Sfmt 4703
23827
venture in which DB AG has an indirect
minority interest.
2. The Settling Firm, a UK limited
company, is an indirect wholly owned
subsidiary of DB AG. The Settling Firm
employs London-based employees
across DB AG’s businesses. Applicants
state that the Settling Firm is a service
company that does not serve as an
investment adviser, principal
underwriter, or depositor for any Fund
(defined below). Applicants represent
that the Settling Firm does not engage,
has not engaged, and will not engage in
Fund Servicing Activities (defined
below).
3. Each of the Fund Servicing
Applicants serves either as investment
adviser (as defined in section 2(a)(20) of
the Act) to investment companies
registered under the Act or series of
such companies (‘‘Funds’’) or as
principal underwriter (as defined in
section 2(a)(29) of the Act) to open-end
management investment companies
registered under the Act (‘‘Open-End
Funds’’). While the Settling Firm does
not serve, and no existing company of
which the Settling Firm is an ‘‘affiliated
person’’ within the meaning of section
2(a)(3) of the Act (‘‘Affiliated Person’’),
other than the Fund Servicing
Applicants, currently serves as an
investment adviser or depositor of any
Fund or employees’ securities company
(‘‘ESC’’) or investment company that has
elected to be treated as a business
development company under the Act, or
principal underwriter for any Open-End
Fund, unit investment trust registered
under the Act, or face-amount certificate
company registered under the Act (such
activities, collectively, (‘‘Fund Servicing
Activities’’), Applicants request that any
relief granted also apply to any existing
company of which the Settling Firm is
an Affiliated Person and to any other
company of which the Settling Firm
may become an Affiliated Person in the
future (together with the Fund Servicing
Applicants, the ‘‘Covered Persons’’).
4. On April 23, 2015, the DOJ filed a
one-count criminal information (the
‘‘Information’’) in the District Court
charging the Settling Firm with one
count of wire fraud, in violation of Title
18, United States Code, Section 1343.1
The Information charges that between
approximately 2003 and at least 2010
the Settling Firm engaged in a scheme
to defraud counterparties to interest rate
derivatives trades executed on its behalf
by manipulating certain benchmark
interest rates to which the profitability
of those trades was tied. The
Information charges that, in furtherance
1 Information, United States v. DB Group (UK)
Ltd., No. 3:15–cr–62 (D. Conn.).
E:\FR\FM\29APN1.SGM
29APN1
mstockstill on DSK4VPTVN1PROD with NOTICES
23828
Federal Register / Vol. 80, No. 82 / Wednesday, April 29, 2015 / Notices
of this scheme, on or about July 20,
2006, the Settling Firm transmitted, or
caused the transmission of (i) an
electronic chat between a submitter for
the London Interbank Offered Rate for
U.S. Dollar (‘‘USD LIBOR’’) employed
by the Settling Firm and a derivatives
trader employed by Deutsche Bank AG
who was located in the United States at
the time of the chat, (ii) a subsequent
USD LIBOR submission from the
Settling Firm to Thomson Reuters and
(iii) a subsequent publication of a USD
LIBOR rate through international and
interstate wires.
5. Pursuant to a plea agreement (the
‘‘Plea Agreement’’), the Settling Firm
entered a plea of guilty in the District
Court. In the Plea Agreement, the
Settling Firm agreed to, among other
things, a monetary fine and to full
cooperation with law enforcement. On
April 23, 2015, the District Court
entered a judgment against the Settling
Firm (the ‘‘Judgment’’).
6. In addition to the Plea Agreement,
DOJ also filed a two-count criminal
information (the ‘‘DB AG Information’’)
in the District Court charging DB AG
with one count of wire fraud and one
count of price-fixing. The DB AG
Information charges that, between 2003
and 2010, DB AG engaged in a scheme
to defraud counterparties to interest rate
derivatives trades executed on its behalf
by manipulating certain benchmark
interest rates to which the profitability
of those trades was tied. In connection
with the DB AG Information, DB AG
entered into a deferred prosecution
agreement with DOJ on April 23, 2015
(the ‘‘Deferred Prosecution
Agreement’’). In the Deferred
Prosecution Agreement, DB AG agrees,
among other things, to (i) full
cooperation with law enforcement, (ii)
installation of an independent
compliance monitor, (iii) strengthening
its internal controls as recommended by
the monitor and as required by certain
other U.S. and non-U.S. regulatory
agencies that have addressed the
relevant misconduct, and (iv) payment
of a monetary fine.
7. In connection with the same
misconduct described above, on April
23, 2015 the U.S. Commodity Futures
Trading Commission entered an order
(the ‘‘CFTC Order’’) on consent, finding
that DB AG made false reports
regarding, attempted to manipulate, and
in some cases successfully manipulated,
certain benchmark interest rates. The
CFTC Order requires DB AG to cease
and desist from certain violations of the
Commodity Exchange Act, to pay a
monetary fine, and to agree to certain
remedial undertakings.
VerDate Sep<11>2014
17:18 Apr 28, 2015
Jkt 235001
8. In connection with the same
misconduct described above, on April
23, 2015, the U.K. Financial Conduct
Authority entered a final notice (the
‘‘FCA Final Notice’’) finding that DB AG
violated Principles 3, 5 and 11 of the
FCA’s Principles for Business and
imposing a monetary fine.
9. On April 23, 2015, the New York
State Department of Financial Services
entered a consent order against DB AG
(the ‘‘DFS Order’’) relating to the same
misconduct described above and
imposing a civil monetary fine and
certain undertakings, including
engaging an independent compliance
monitor.
10. In response to the misconduct
described above, Applicants represent
that they have engaged in various
remedial measures. Applicants state that
this has included implementing a ‘‘three
lines of defense’’ model for benchmark
submissions. According to Applicants,
this restructuring involved segregating
benchmark submission activities from
other bank activities to reduce conflicts,
creating an independent control group
that monitors benchmark submissions
and engaging in regular internal and
external audits. Applicants state that DB
AG has also formed a governance body
to oversee these lines of defense and
resolve material issues. Applicants
further state that they have adopted
specific standards, guidelines, policies
and training for benchmark
submissions, which did not exist during
the period of misconduct. Applicants
assert that they have been careful to
ensure that the new control framework
meets the requirements of regulatory
undertakings required in previously
announced settlements concerning
similar misconduct.
Applicants’ Legal Analysis
1. Section 9(a)(1) of the Act provides,
in pertinent part, that a person may not
serve or act as an investment adviser or
depositor of any registered investment
company or a principal underwriter for
any registered open-end investment
company or registered unit investment
trust, if such person within ten years
has been convicted of any felony or
misdemeanor arising out of such
person’s conduct, as, among other
things, an investment adviser, a broker
or dealer, or a bank. Section 2(a)(10) of
the Act defines the term ‘‘convicted’’ to
include a plea of guilty. Section 9(a)(3)
of the Act extends the prohibitions of
section 9(a)(1) to a company any
affiliated person of which has been
disqualified under the provisions of
section 9(a)(1). Section 2(a)(3) of the Act
defines ‘‘affiliated person’’ to include,
among others, any person directly or
PO 00000
Frm 00068
Fmt 4703
Sfmt 4703
indirectly controlling, controlled by, or
under common control with, the other
person. Applicants state that the
Settling Firm is an Affiliated Person of
each of the other Applicants within the
meaning of section 2(a)(3). Applicants
state that the guilty plea would, upon
entry of the Judgment, result in a
disqualification of each Applicant for
ten years under section 9(a) of the Act
because the Settling Firm would become
the subject of a conviction described in
section 9(a)(1).
2. Section 9(c) of the Act provides that
the Commission shall grant an
application for exemption from the
disqualification provisions of section
9(a) if it is established that these
provisions, as applied to Applicants, are
unduly or disproportionately severe or
that the Applicants’ conduct has been
such as not to make it against the public
interest or the protection of investors to
grant the exemption. Applicants have
filed an application pursuant to section
9(c) seeking temporary and permanent
orders exempting the Applicants and
other Covered Persons from the
disqualification provisions of section
9(a) of the Act. The Fund Servicing
Applicants and other Covered Persons
(but not the Settling Firm) may, if the
relief is granted, in the future act in any
of the capacities contemplated by
section 9(a) of the Act subject to the
conditions of the Temporary Order and
the Permanent Order.
3. Applicants believe they meet the
standard for exemption specified in
section 9(c) of the Act. Applicants state
that the prohibitions of section 9(a) as
applied to them would be unduly and
disproportionately severe and that the
conduct of the Fund Servicing
Applicants has been such as not to make
it against the public interest or the
protection of investors to grant the
exemption from section 9(a).
4. Applicants assert that the conduct
underlying the Plea Agreement (the
‘‘Conduct’’) did not involve any of
Applicants acting as an investment
adviser or depositor of any Fund, ESC
or business development company or
principal underwriter for any Open-End
Fund, unit investment trust registered
under the Act, or face amount certificate
company registered under the Act.
Applicants state that the Conduct
similarly did not involve any Fund, ESC
or business development company with
respect to which Applicants engaged in
Fund Servicing Activities.
5. Applicants further represent that (a)
none of the current or former directors,
officers or employees of the Fund
Servicing Applicants had any
knowledge of, or had any involvement
in, the Conduct; (b) except as discussed
E:\FR\FM\29APN1.SGM
29APN1
mstockstill on DSK4VPTVN1PROD with NOTICES
Federal Register / Vol. 80, No. 82 / Wednesday, April 29, 2015 / Notices
below, no current or former employee of
the Settling Firm or of any Covered
Person who previously has been or who
subsequently may be identified by the
Settling Firm, DB AG or any U.S. or
non-U.S. regulatory or enforcement
agencies as having been responsible for
the Conduct will be an officer, director,
or employee of any Applicant or of any
other Covered Person; (iii) no employee
of the Settling Firm or of any Covered
Person who was involved in the
Conduct had any, or will have any
future, involvement in the Covered
Persons’ activities in any capacity
described in section 9(a) of the Act; and
(iv) because the personnel of the Fund
Serving Applicants did not have any
involvement in the Conduct,
shareholders of the Funds were not
affected any differently than if the
Funds had received services from any
other non-affiliated investment adviser
or principal underwriter.
6. Applicants represent that they have
taken all possible steps, consistent with
German and other relevant foreign
employment law, to terminate the
employment of all individuals
responsible for the Conduct. However,
as a consequence of proceedings under
German labor law, four individuals who
were identified as being responsible for
the Conduct and were terminated are
currently employed in non-risk-taking
positions. Applicants state that DB AG
has entered into court-mediated
settlements with these individuals.
Pursuant to the settlements, the two
more senior employees will remain on
paid leave through the end of 2015 and
then will have no association with DB
AG. Applicants represent that, although
the two more junior employees have
returned to DB AG, these employees (a)
will not serve in risk-taking roles or the
roles in which they served during the
Conduct; (b) will not be employed by
the Covered Persons relying on the relief
or otherwise involved in the Fund
Servicing Activities; and (c) will not be
in a compliance monitoring role or have
any influence over policy-making
concerning the Fund Servicing
Activities. DB AG states that it will take
action to terminate any additional
employee who is determined to have
been responsible for the Conduct.
7. Except as discussed above,
Applicants have agreed that neither they
nor any of the other Covered Persons
will employ any of the current or former
employees of the Settling Firm or any
Covered Person who previously have
been or who subsequently may be
identified by the Settling Firm, DB AG
or any U.S. or non-U.S. regulatory or
enforcement agencies as having been
responsible for the Conduct in any
VerDate Sep<11>2014
17:18 Apr 28, 2015
Jkt 235001
capacity without first making a further
application to the Commission pursuant
to section 9(c). Applicants also have
agreed that each Applicant (and any
Covered Person that acts in any capacity
described in section 9(a) of the Act) will
adopt and implement policies and
procedures reasonably designed to
ensure compliance with the terms and
conditions of the order granted under
section 9(c). In addition, the Settling
Firm has agreed to comply in all
material respects with the material
terms and conditions of the Plea
Agreement, and DB AG has agreed to
comply in all material respects with the
material terms and conditions of the
Deferred Prosecution Agreement, CFTC
Order, FCA Final Notice and DFS Order.
8. Applicants state that (a) inability of
the Fund Servicing Applicants to
continue providing investment advisory
services to Funds would result in the
Funds and their shareholders facing
potential hardship and (b) the inability
of DDI to continue to serve as principal
underwriters to the Open-End Funds
would similarly result in potential
hardship to the Open-End Funds and
their shareholders. Applicants represent
that they will distribute to the board of
trustees/directors of the Funds (the
‘‘Boards’’) written materials describing
the circumstances that led to the Plea
Agreement, any impact on the Funds,
and the application. The written
materials will include an offer to
discuss the materials at an in-person
meeting with each Board for which
Applicants provide Fund Servicing
Activities, including the directors who
are not ‘‘interested persons’’ of the Fund
as defined in section 2(a)(19) of the Act,
and their independent legal counsel as
defined in rule 0–1(a)(6) under the Act.
Applicants state that they will provide
the Boards with the information
concerning the Plea Agreement and the
application that is necessary for those
Funds to fulfill their disclosure and
other obligations under the federal
securities laws and will provide them a
copy of the Judgment as entered by the
District Court.
9. Applicants state that if the Fund
Servicing Applicants were barred under
section 9(a) of the Act from engaging in
Fund Servicing Activities and were
unable to obtain the requested
exemption, the effect on their
businesses and employees would be
severe because they have committed
substantial resources to establishing an
expertise in the provision of Fund
Servicing Activities. Applicants further
state that prohibiting them from
providing Fund Servicing Activities
would not only adversely affect their
business, but would also adversely
PO 00000
Frm 00069
Fmt 4703
Sfmt 4703
23829
affect their employees who are involved
in those activities.
10. Applicants argue that section 9(a)
should not operate to bar them from
serving the Funds and their
shareholders in the absence of improper
activities relating to their Fund
Servicing Activities. Applicants state
that the section 9(a) disqualification
would disrupt the operations of the
Funds as they sought to engage new
advisers and distributors. Applicants
assert that these effects would be
unduly severe and disproportionately
harsh given the Fund Servicing
Applicants’ lack of involvement in the
Conduct. Moreover, Applicants state
that the Settling Firm and DB AG have
taken remedial actions to address the
Conduct, as outlined in the application.
Applicants also assert that the Conduct
did not constitute conduct that would
make it against the public interest or
protection of investors to issue the
Orders.
11. Applicants state that certain of the
Applicants and their affiliates have
received exemptive orders under section
9(c), as described in greater detail in the
application.
Applicants’ Conditions
Applicants agree that any order
granted by the Commission pursuant to
the application will be subject to the
following conditions:
1. Any temporary exemption granted
pursuant to the application shall be
without prejudice to, and shall not limit
the Commission’s rights in any manner
with respect to, any Commission
investigation of, or administrative
proceedings involving or against,
Covered Persons, including, without
limitation, the consideration by the
Commission of a permanent exemption
from Section 9(a) of the Act requested
pursuant to the application or the
revocation or removal of any temporary
exemptions granted under the Act in
connection with the application.
2. Except as set out in Section IV.E of
the application, neither the Applicants
nor any of the other Covered Persons
will employ any of the current or former
employees of the Settling Firm or any
Covered Person who previously has
been or who subsequently may be
identified by the Settling Firm, DB AG,
or any U.S. or non-U.S. regulatory or
enforcement agency as having been
responsible for the Conduct, without
first making a further application to the
Commission pursuant to section 9(c).
3. Each Applicant and Covered Person
will adopt and implement policies and
procedures reasonably designed to
ensure that it will comply with the
terms and conditions of the Orders
E:\FR\FM\29APN1.SGM
29APN1
23830
Federal Register / Vol. 80, No. 82 / Wednesday, April 29, 2015 / Notices
within 60 days of the date of the
Permanent Order or, with respect to
condition 4, such later date as may be
contemplated by the Plea Agreement,
the Deferred Prosecution Agreement, the
CFTC Order, the FCA Final Notice, and
the DFS Order.
4. The Settling Firm will comply in
all material respects with the material
terms and conditions of the Plea
Agreement, and DB AG will comply in
all material respects with the material
terms and undertakings of the Deferred
Prosecution Agreement, the CFTC
Order, the FCA Final Notice, and the
DFS Order.
5. Applicants will provide written
notification to the Chief Counsel of the
Commission’s Division of Investment
Management with a copy to the Chief
Counsel of the Commission’s Division of
Enforcement of a material violation of
the terms and conditions of the Orders
within 30 days of discovery of the
material violation.
Temporary Order
The Commission has considered the
matter and finds that Applicants have
made the necessary showing to justify
granting a temporary exemption.
Accordingly,
It is hereby ordered, pursuant to
section 9(c) of the Act, that Applicants
and any other Covered Persons are
granted a temporary exemption from the
provisions of section 9(a), solely with
respect to the Judgment, subject to the
representations and conditions in the
application, from April 23, 2015, until
the date the Commission takes final
action on their application for a
permanent order.
By the Commission.
Brent J. Fields,
Secretary.
[FR Doc. 2015–09965 Filed 4–28–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
31575; 812–14438]
Gabelli ETMF Trust, et al.; Notice of
Application
April 23, 2015.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application for an
order under section 6(c) of the
Investment Company Act of 1940
(‘‘Act’’) for an exemption from sections
2(a)(32), 5(a)(1), 22(d) and 22(e) of the
Act and rule 22c-1 under the Act, under
sections 6(c) and 17(b) of the Act for an
mstockstill on DSK4VPTVN1PROD with NOTICES
AGENCY:
VerDate Sep<11>2014
17:18 Apr 28, 2015
Jkt 235001
exemption from sections 17(a)(1) and
(a)(2) of the Act, and under section
12(d)(1)(J) of the Act for an exemption
from sections 12(d)(1)(A) and (B) of the
Act.
Applicants: Gabelli ETMF Trust (the
‘‘Trust’’), Gabelli Funds, LLC (the
‘‘Adviser’’) and G.distributors, LLC (the
‘‘Distributor’’).
Summary of Application: Applicants
request an order (‘‘Order’’) that permits:
(a) Actively managed series of certain
open-end management investment
companies to issue shares (‘‘Shares’’)
redeemable in large aggregations only
(‘‘Creation Units’’); (b) secondary market
transactions in Shares to occur at the
next-determined net asset value plus or
minus a market-determined premium or
discount that may vary during the
trading day; (c) certain series to pay
redemption proceeds, under certain
circumstances, more than seven days
from the tender of Shares for
redemption; (d) certain affiliated
persons of the series to deposit
securities into, and receive securities
from, the series in connection with the
purchase and redemption of Creation
Units; (e) certain registered management
investment companies and unit
investment trusts outside of the same
group of investment companies as the
series to acquire Shares; and (f) certain
series to create and redeem Shares in
kind in a master-feeder structure. The
Order would incorporate by reference
terms and conditions of a previous order
granting the same relief sought by
applicants, as that order may be
amended from time to time (‘‘Reference
Order’’).1
Filing Dates: The application was
filed on March 30, 2015.
Hearing or Notification of Hearing: An
order granting the requested relief 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 May 18, 2015, and
should be accompanied by proof of
service on applicants, in the form of an
affidavit or, for lawyers, a certificate of
service. Pursuant to rule 0–5 under the
Act, hearing requests should state the
nature of the writer’s interest, any facts
bearing upon the desirability of a
hearing on the matter, 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: The Commission: Brent J.
Fields, Secretary, U.S. Securities and
Exchange Commission, 100 F Street NE.,
Washington, DC 20549–1090.
Applicants: One Corporate Center, Rye,
NY 10580–1422.
FOR FURTHER INFORMATION CONTACT: Jean
E. Minarick, Senior Counsel, or Daniele
Marchesani, 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
1. The Trust will be registered as an
open-end management investment
company under the Act and is a
statutory trust organized under the laws
of Delaware. Applicants seek relief with
respect to seven Funds (as defined
below, and those Funds, the ‘‘Initial
Funds’’). The portfolio positions of each
Fund will consist of securities and other
assets selected and managed by its
Adviser or Subadviser (as defined
below) to pursue the Fund’s investment
objective.
2. The Adviser, a New York limited
liability company, will be the
investment adviser to the Initial Funds.
An Adviser (as defined below) will
serve as investment adviser to each
Fund. The Adviser is, and any other
Adviser will be, registered as an
investment adviser under the
Investment Advisers Act of 1940
(‘‘Advisers Act’’). The Adviser may
retain one or more subadvisers (each a
‘‘Subadviser’’) to manage the portfolios
of the Funds. Any Subadviser will be
registered, or not subject to registration,
under the Advisers Act.
3. The Distributor is a Delaware
limited liability company and a brokerdealer registered under the Securities
Exchange Act of 1934 and will act as the
principal underwriter of Shares of the
Funds. Applicants request that the
requested relief apply to any distributor
of Shares, whether affiliated or
unaffiliated with the Adviser (included
in the term ‘‘Distributor’’). Any
Distributor will comply with the terms
and conditions of the Order.
Applicants’ Requested Exemptive Relief
1 Eaton
Vance Management, et al., Investment
Company Act Rel. Nos. 31333 (Nov. 6, 2014)
(notice) and 31361 (Dec. 2, 2014) (order).
PO 00000
Frm 00070
Fmt 4703
Sfmt 4703
4. Applicants seek the requested
Order under section 6(c) of the Act for
E:\FR\FM\29APN1.SGM
29APN1
Agencies
[Federal Register Volume 80, Number 82 (Wednesday, April 29, 2015)]
[Notices]
[Pages 23826-23830]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-09965]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. IC--31577; 812-14448]
Deutsche Bank AG, et al.; Notice of Application and Temporary
Order
April 23, 2015.
AGENCY: Securities and Exchange Commission (``Commission'').
ACTION: Temporary order and notice of application for a permanent
order under
[[Page 23827]]
section 9(c) of the Investment Company Act of 1940 (``Act'').
-----------------------------------------------------------------------
SUMMARY: Applicants have received a temporary order (the ``Temporary
Order'') exempting them from section 9(a) of the Act, with respect to a
guilty plea entered April 23, 2015, by DB Group Services (UK) Ltd. (the
``Settling Firm'') in the U.S. District Court for the District of
Connecticut (the ``District Court'') in connection with a plea
agreement between the Settling Firm and the U.S. Department of Justice
(``DOJ''), until the Commission takes final action on an application
for a permanent order. Applicants have also requested a permanent order
(the ``Permanent Order,'' and with the Temporary Order, the
``Orders'').
Applicants: Deutsche Investment Management Americas, Inc. (``DIMA''),
Deutsche Asset & Wealth Management International GmbH (``DeAWMI''),
Deutsche Investments Australia Limited (``DIAL''), RREEF America L.L.C.
(``RREEF''), Deutsche Alternative Asset Management (Global) Limited
(``DAAM Global''), DBX Advisors LLC (``DBX Advisors''), DBX Strategic
Advisors LLC (``DBX Strategic Advisors''), DeAWM Distributors, Inc.
(``DDI''), Harvest Global Investments Limited (``Harvest'') (each, a
``Fund Servicing Applicant''); and the Settling Firm (with the Fund
Servicing Applicants, the ``Applicants''), and Deutsche Bank AG (``DB
AG'').
Filing Date: The application was filed on April 23, 2015.
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 May 18, 2015, and should be accompanied by proof of service on
applicants, in the form of an affidavit or, for lawyers, a certificate
of service. Pursuant to rule 0-5 under the Act, hearing requests should
state the nature of the writer's interest, any facts bearing upon the
desirability of a hearing on the matter, 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: DB AG, Taunusanlage
12, 60325 Frankfurt am Main, Germany; DIMA, DBX Advisors, and DBX
Strategic Advisors, 345 Park Avenue, New York, NY 10154; DeAWMI,
Mainzer Landstrasse 178-190, Frankfurt am Main, 60327, Germany; DIAL,
Deutsche Bank Place, Level 16, CNR Hunter and Phillip Streets, Sydney,
NSW 2000, Australia; RREEF and DDI, 222 South Riverside Plaza, Chicago,
IL 60606; DAAM Global, Winchester House, 1 Great Winchester Street,
London, United Kingdom EC2N 2DB; Harvest, 31/F One Exchange Square, 8
Connaught Place, Central Hong Kong, Hong Kong; and the Settling Firm,
23 Great Winchester Street, London, EC2P 2AX, United Kingdom.
FOR FURTHER INFORMATION CONTACT: David J. Marcinkus, Senior Counsel, at
202-551-6882 or David P. Bartels, Branch Chief, at 202-551-6821
(Division of Investment Management, Chief Counsel's Office).
SUPPLEMENTARY INFORMATION: The following is a temporary order and
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. DB AG, a stock corporation under the laws of Germany, is a
financial services firm. Each of the Applicants, except Harvest, is
either a direct or indirect wholly-owned subsidiary of DB AG. DIMA, a
corporation organized under the laws of Delaware, is an investment
adviser registered under the Investment Advisers Act of 1940 (the
``Advisers Act''). DeAWMI, a corporation organized under the laws of
Germany, is an investment adviser registered under the Advisers Act.
DIAL, a corporation organized under the laws of Australia, is an
investment adviser registered under the Advisers Act. RREEF, a Delaware
limited liability company, is an investment adviser registered under
the Advisers Act. DAAM Global, a UK limited company, is an investment
adviser registered under the Advisers Act. DBX Advisors, a Delaware
limited liability company, is an investment adviser registered under
the Advisers Act. DBX Strategic Advisors, a Delaware limited liability
company, is an investment adviser registered under the Advisers Act.
DDI, a corporation organized under the laws of Delaware, is a broker-
dealer registered under the Securities Exchange Act of 1934. Harvest, a
Hong Kong limited company by shares, is the wholly owned subsidiary of
a joint venture in which DB AG has an indirect minority interest.
2. The Settling Firm, a UK limited company, is an indirect wholly
owned subsidiary of DB AG. The Settling Firm employs London-based
employees across DB AG's businesses. Applicants state that the Settling
Firm is a service company that does not serve as an investment adviser,
principal underwriter, or depositor for any Fund (defined below).
Applicants represent that the Settling Firm does not engage, has not
engaged, and will not engage in Fund Servicing Activities (defined
below).
3. Each of the Fund Servicing Applicants serves either as
investment adviser (as defined in section 2(a)(20) of the Act) to
investment companies registered under the Act or series of such
companies (``Funds'') or as principal underwriter (as defined in
section 2(a)(29) of the Act) to open-end management investment
companies registered under the Act (``Open-End Funds''). While the
Settling Firm does not serve, and no existing company of which the
Settling Firm is an ``affiliated person'' within the meaning of section
2(a)(3) of the Act (``Affiliated Person''), other than the Fund
Servicing Applicants, currently serves as an investment adviser or
depositor of any Fund or employees' securities company (``ESC'') or
investment company that has elected to be treated as a business
development company under the Act, or principal underwriter for any
Open-End Fund, unit investment trust registered under the Act, or face-
amount certificate company registered under the Act (such activities,
collectively, (``Fund Servicing Activities''), Applicants request that
any relief granted also apply to any existing company of which the
Settling Firm is an Affiliated Person and to any other company of which
the Settling Firm may become an Affiliated Person in the future
(together with the Fund Servicing Applicants, the ``Covered Persons'').
4. On April 23, 2015, the DOJ filed a one-count criminal
information (the ``Information'') in the District Court charging the
Settling Firm with one count of wire fraud, in violation of Title 18,
United States Code, Section 1343.\1\ The Information charges that
between approximately 2003 and at least 2010 the Settling Firm engaged
in a scheme to defraud counterparties to interest rate derivatives
trades executed on its behalf by manipulating certain benchmark
interest rates to which the profitability of those trades was tied. The
Information charges that, in furtherance
[[Page 23828]]
of this scheme, on or about July 20, 2006, the Settling Firm
transmitted, or caused the transmission of (i) an electronic chat
between a submitter for the London Interbank Offered Rate for U.S.
Dollar (``USD LIBOR'') employed by the Settling Firm and a derivatives
trader employed by Deutsche Bank AG who was located in the United
States at the time of the chat, (ii) a subsequent USD LIBOR submission
from the Settling Firm to Thomson Reuters and (iii) a subsequent
publication of a USD LIBOR rate through international and interstate
wires.
---------------------------------------------------------------------------
\1\ Information, United States v. DB Group (UK) Ltd., No. 3:15-
cr-62 (D. Conn.).
---------------------------------------------------------------------------
5. Pursuant to a plea agreement (the ``Plea Agreement''), the
Settling Firm entered a plea of guilty in the District Court. In the
Plea Agreement, the Settling Firm agreed to, among other things, a
monetary fine and to full cooperation with law enforcement. On April
23, 2015, the District Court entered a judgment against the Settling
Firm (the ``Judgment'').
6. In addition to the Plea Agreement, DOJ also filed a two-count
criminal information (the ``DB AG Information'') in the District Court
charging DB AG with one count of wire fraud and one count of price-
fixing. The DB AG Information charges that, between 2003 and 2010, DB
AG engaged in a scheme to defraud counterparties to interest rate
derivatives trades executed on its behalf by manipulating certain
benchmark interest rates to which the profitability of those trades was
tied. In connection with the DB AG Information, DB AG entered into a
deferred prosecution agreement with DOJ on April 23, 2015 (the
``Deferred Prosecution Agreement''). In the Deferred Prosecution
Agreement, DB AG agrees, among other things, to (i) full cooperation
with law enforcement, (ii) installation of an independent compliance
monitor, (iii) strengthening its internal controls as recommended by
the monitor and as required by certain other U.S. and non-U.S.
regulatory agencies that have addressed the relevant misconduct, and
(iv) payment of a monetary fine.
7. In connection with the same misconduct described above, on April
23, 2015 the U.S. Commodity Futures Trading Commission entered an order
(the ``CFTC Order'') on consent, finding that DB AG made false reports
regarding, attempted to manipulate, and in some cases successfully
manipulated, certain benchmark interest rates. The CFTC Order requires
DB AG to cease and desist from certain violations of the Commodity
Exchange Act, to pay a monetary fine, and to agree to certain remedial
undertakings.
8. In connection with the same misconduct described above, on April
23, 2015, the U.K. Financial Conduct Authority entered a final notice
(the ``FCA Final Notice'') finding that DB AG violated Principles 3, 5
and 11 of the FCA's Principles for Business and imposing a monetary
fine.
9. On April 23, 2015, the New York State Department of Financial
Services entered a consent order against DB AG (the ``DFS Order'')
relating to the same misconduct described above and imposing a civil
monetary fine and certain undertakings, including engaging an
independent compliance monitor.
10. In response to the misconduct described above, Applicants
represent that they have engaged in various remedial measures.
Applicants state that this has included implementing a ``three lines of
defense'' model for benchmark submissions. According to Applicants,
this restructuring involved segregating benchmark submission activities
from other bank activities to reduce conflicts, creating an independent
control group that monitors benchmark submissions and engaging in
regular internal and external audits. Applicants state that DB AG has
also formed a governance body to oversee these lines of defense and
resolve material issues. Applicants further state that they have
adopted specific standards, guidelines, policies and training for
benchmark submissions, which did not exist during the period of
misconduct. Applicants assert that they have been careful to ensure
that the new control framework meets the requirements of regulatory
undertakings required in previously announced settlements concerning
similar misconduct.
Applicants' Legal Analysis
1. Section 9(a)(1) of the Act provides, in pertinent part, that a
person may not serve or act as an investment adviser or depositor of
any registered investment company or a principal underwriter for any
registered open-end investment company or registered unit investment
trust, if such person within ten years has been convicted of any felony
or misdemeanor arising out of such person's conduct, as, among other
things, an investment adviser, a broker or dealer, or a bank. Section
2(a)(10) of the Act defines the term ``convicted'' to include a plea of
guilty. Section 9(a)(3) of the Act extends the prohibitions of section
9(a)(1) to a company any affiliated person of which has been
disqualified under the provisions of section 9(a)(1). Section 2(a)(3)
of the Act defines ``affiliated person'' to include, among others, any
person directly or indirectly controlling, controlled by, or under
common control with, the other person. Applicants state that the
Settling Firm is an Affiliated Person of each of the other Applicants
within the meaning of section 2(a)(3). Applicants state that the guilty
plea would, upon entry of the Judgment, result in a disqualification of
each Applicant for ten years under section 9(a) of the Act because the
Settling Firm would become the subject of a conviction described in
section 9(a)(1).
2. Section 9(c) of the Act provides that the Commission shall grant
an application for exemption from the disqualification provisions of
section 9(a) if it is established that these provisions, as applied to
Applicants, are unduly or disproportionately severe or that the
Applicants' conduct has been such as not to make it against the public
interest or the protection of investors to grant the exemption.
Applicants have filed an application pursuant to section 9(c) seeking
temporary and permanent orders exempting the Applicants and other
Covered Persons from the disqualification provisions of section 9(a) of
the Act. The Fund Servicing Applicants and other Covered Persons (but
not the Settling Firm) may, if the relief is granted, in the future act
in any of the capacities contemplated by section 9(a) of the Act
subject to the conditions of the Temporary Order and the Permanent
Order.
3. Applicants believe they meet the standard for exemption
specified in section 9(c) of the Act. Applicants state that the
prohibitions of section 9(a) as applied to them would be unduly and
disproportionately severe and that the conduct of the Fund Servicing
Applicants has been such as not to make it against the public interest
or the protection of investors to grant the exemption from section
9(a).
4. Applicants assert that the conduct underlying the Plea Agreement
(the ``Conduct'') did not involve any of Applicants acting as an
investment adviser or depositor of any Fund, ESC or business
development company or principal underwriter for any Open-End Fund,
unit investment trust registered under the Act, or face amount
certificate company registered under the Act. Applicants state that the
Conduct similarly did not involve any Fund, ESC or business development
company with respect to which Applicants engaged in Fund Servicing
Activities.
5. Applicants further represent that (a) none of the current or
former directors, officers or employees of the Fund Servicing
Applicants had any knowledge of, or had any involvement in, the
Conduct; (b) except as discussed
[[Page 23829]]
below, no current or former employee of the Settling Firm or of any
Covered Person who previously has been or who subsequently may be
identified by the Settling Firm, DB AG or any U.S. or non-U.S.
regulatory or enforcement agencies as having been responsible for the
Conduct will be an officer, director, or employee of any Applicant or
of any other Covered Person; (iii) no employee of the Settling Firm or
of any Covered Person who was involved in the Conduct had any, or will
have any future, involvement in the Covered Persons' activities in any
capacity described in section 9(a) of the Act; and (iv) because the
personnel of the Fund Serving Applicants did not have any involvement
in the Conduct, shareholders of the Funds were not affected any
differently than if the Funds had received services from any other non-
affiliated investment adviser or principal underwriter.
6. Applicants represent that they have taken all possible steps,
consistent with German and other relevant foreign employment law, to
terminate the employment of all individuals responsible for the
Conduct. However, as a consequence of proceedings under German labor
law, four individuals who were identified as being responsible for the
Conduct and were terminated are currently employed in non-risk-taking
positions. Applicants state that DB AG has entered into court-mediated
settlements with these individuals. Pursuant to the settlements, the
two more senior employees will remain on paid leave through the end of
2015 and then will have no association with DB AG. Applicants represent
that, although the two more junior employees have returned to DB AG,
these employees (a) will not serve in risk-taking roles or the roles in
which they served during the Conduct; (b) will not be employed by the
Covered Persons relying on the relief or otherwise involved in the Fund
Servicing Activities; and (c) will not be in a compliance monitoring
role or have any influence over policy-making concerning the Fund
Servicing Activities. DB AG states that it will take action to
terminate any additional employee who is determined to have been
responsible for the Conduct.
7. Except as discussed above, Applicants have agreed that neither
they nor any of the other Covered Persons will employ any of the
current or former employees of the Settling Firm or any Covered Person
who previously have been or who subsequently may be identified by the
Settling Firm, DB AG or any U.S. or non-U.S. regulatory or enforcement
agencies as having been responsible for the Conduct in any capacity
without first making a further application to the Commission pursuant
to section 9(c). Applicants also have agreed that each Applicant (and
any Covered Person that acts in any capacity described in section 9(a)
of the Act) will adopt and implement policies and procedures reasonably
designed to ensure compliance with the terms and conditions of the
order granted under section 9(c). In addition, the Settling Firm has
agreed to comply in all material respects with the material terms and
conditions of the Plea Agreement, and DB AG has agreed to comply in all
material respects with the material terms and conditions of the
Deferred Prosecution Agreement, CFTC Order, FCA Final Notice and DFS
Order.
8. Applicants state that (a) inability of the Fund Servicing
Applicants to continue providing investment advisory services to Funds
would result in the Funds and their shareholders facing potential
hardship and (b) the inability of DDI to continue to serve as principal
underwriters to the Open-End Funds would similarly result in potential
hardship to the Open-End Funds and their shareholders. Applicants
represent that they will distribute to the board of trustees/directors
of the Funds (the ``Boards'') written materials describing the
circumstances that led to the Plea Agreement, any impact on the Funds,
and the application. The written materials will include an offer to
discuss the materials at an in-person meeting with each Board for which
Applicants provide Fund Servicing Activities, including the directors
who are not ``interested persons'' of the Fund as defined in section
2(a)(19) of the Act, and their independent legal counsel as defined in
rule 0-1(a)(6) under the Act. Applicants state that they will provide
the Boards with the information concerning the Plea Agreement and the
application that is necessary for those Funds to fulfill their
disclosure and other obligations under the federal securities laws and
will provide them a copy of the Judgment as entered by the District
Court.
9. Applicants state that if the Fund Servicing Applicants were
barred under section 9(a) of the Act from engaging in Fund Servicing
Activities and were unable to obtain the requested exemption, the
effect on their businesses and employees would be severe because they
have committed substantial resources to establishing an expertise in
the provision of Fund Servicing Activities. Applicants further state
that prohibiting them from providing Fund Servicing Activities would
not only adversely affect their business, but would also adversely
affect their employees who are involved in those activities.
10. Applicants argue that section 9(a) should not operate to bar
them from serving the Funds and their shareholders in the absence of
improper activities relating to their Fund Servicing Activities.
Applicants state that the section 9(a) disqualification would disrupt
the operations of the Funds as they sought to engage new advisers and
distributors. Applicants assert that these effects would be unduly
severe and disproportionately harsh given the Fund Servicing
Applicants' lack of involvement in the Conduct. Moreover, Applicants
state that the Settling Firm and DB AG have taken remedial actions to
address the Conduct, as outlined in the application. Applicants also
assert that the Conduct did not constitute conduct that would make it
against the public interest or protection of investors to issue the
Orders.
11. Applicants state that certain of the Applicants and their
affiliates have received exemptive orders under section 9(c), as
described in greater detail in the application.
Applicants' Conditions
Applicants agree that any order granted by the Commission pursuant
to the application will be subject to the following conditions:
1. Any temporary exemption granted pursuant to the application
shall be without prejudice to, and shall not limit the Commission's
rights in any manner with respect to, any Commission investigation of,
or administrative proceedings involving or against, Covered Persons,
including, without limitation, the consideration by the Commission of a
permanent exemption from Section 9(a) of the Act requested pursuant to
the application or the revocation or removal of any temporary
exemptions granted under the Act in connection with the application.
2. Except as set out in Section IV.E of the application, neither
the Applicants nor any of the other Covered Persons will employ any of
the current or former employees of the Settling Firm or any Covered
Person who previously has been or who subsequently may be identified by
the Settling Firm, DB AG, or any U.S. or non-U.S. regulatory or
enforcement agency as having been responsible for the Conduct, without
first making a further application to the Commission pursuant to
section 9(c).
3. Each Applicant and Covered Person will adopt and implement
policies and procedures reasonably designed to ensure that it will
comply with the terms and conditions of the Orders
[[Page 23830]]
within 60 days of the date of the Permanent Order or, with respect to
condition 4, such later date as may be contemplated by the Plea
Agreement, the Deferred Prosecution Agreement, the CFTC Order, the FCA
Final Notice, and the DFS Order.
4. The Settling Firm will comply in all material respects with the
material terms and conditions of the Plea Agreement, and DB AG will
comply in all material respects with the material terms and
undertakings of the Deferred Prosecution Agreement, the CFTC Order, the
FCA Final Notice, and the DFS Order.
5. Applicants will provide written notification to the Chief
Counsel of the Commission's Division of Investment Management with a
copy to the Chief Counsel of the Commission's Division of Enforcement
of a material violation of the terms and conditions of the Orders
within 30 days of discovery of the material violation.
Temporary Order
The Commission has considered the matter and finds that Applicants
have made the necessary showing to justify granting a temporary
exemption.
Accordingly,
It is hereby ordered, pursuant to section 9(c) of the Act, that
Applicants and any other Covered Persons are granted a temporary
exemption from the provisions of section 9(a), solely with respect to
the Judgment, subject to the representations and conditions in the
application, from April 23, 2015, until the date the Commission takes
final action on their application for a permanent order.
By the Commission.
Brent J. Fields,
Secretary.
[FR Doc. 2015-09965 Filed 4-28-15; 8:45 am]
BILLING CODE 8011-01-P