Submission for OMB Review; Comment Request, 28923-28924 [2016-10888]
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asabaliauskas on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 81, No. 90 / Tuesday, May 10, 2016 / Notices
16. In the event an Interfund Loan is
not paid according to its terms and the
default is not cured within two business
days from its maturity or from the time
the lending Fund makes a demand for
payment under the provisions of the
interfund lending agreement, the
InterFund Program Team will promptly
refer the loan for arbitration to an
independent arbitrator selected by the
Board of each Fund involved in the loan
who will serve as arbitrator of disputes
concerning Interfund Loans.3 The
arbitrator will resolve any dispute
promptly, and the arbitrator’s decision
will be binding on both Funds. The
arbitrator will submit, at least annually,
a written report to the Board setting
forth a description of the nature of any
dispute and the actions taken by the
Funds to resolve the dispute.
17. The InterFund Program Team will
prepare and submit to the Board for
review an initial report describing the
operations of the InterFund Program
and the procedures to be implemented
to ensure that all Funds are treated
fairly. After the commencement of the
InterFund Program, the InterFund
Program Team will report on the
operations of the InterFund Program at
the Board’s quarterly meetings. Each
Fund’s chief compliance officer, as
defined in rule 38a–1(a)(4) under the
Act, shall prepare an annual report for
the Board each year that the Fund
participates in the InterFund Program,
that evaluates the Fund’s compliance
with the terms and conditions of the
application and the procedures
established to achieve such compliance.
Each Fund’s chief compliance officer
will also annually file a certification
pursuant to Item 77Q3 of Form N–SAR
as such Form may be revised, amended
or superseded from time to time, for
each year that the Fund participates in
the InterFund Program, that certifies
that the Fund and the Adviser have
implemented procedures reasonably
designed to achieve compliance with
the terms and conditions of the order. In
particular, such certification will
address procedures designed to achieve
the following objectives:
(a) That the Interfund Loan Rate will
be higher than the Repo Rate but lower
than the Bank Loan Rate;
(b) compliance with the collateral
requirements as set forth in the
application;
(c) compliance with the percentage
limitations on interfund borrowing and
lending;
3 If the dispute involves Funds that do not have
a common Board, the Board of each affected Fund
will select an independent arbitrator that is
satisfactory to each Fund.
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17:33 May 09, 2016
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(d) allocation of interfund borrowing
and lending demand in an equitable
manner and in accordance with
procedures established by the Board;
and
(e) that the Interfund Loan Rate does
not exceed the interest rate on any third
party borrowings of a borrowing Fund at
the time of the Interfund Loan.
Additionally, each Fund’s
independent registered public
accountants, in connection with their
audit examination of the Fund, will
review the operation of the InterFund
Program for compliance with the
conditions of the application and their
review will form the basis, in part, of
the auditor’s report on internal
accounting controls in Form N–SAR.
18. No Fund will participate in the
InterFund Program, upon receipt of
requisite regulatory approval, unless it
has fully disclosed in its registration
statement on Form N–1A (or any
successor form adopted by the
Commission) all material facts about its
intended participation.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–10917 Filed 5–9–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[SEC File No. 270–389, OMB Control No.
3235–0444]
Submission for OMB Review;
Comment Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
Extension:
Rule 10b–10.
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.) (‘‘PRA’’), 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 10b–10 (17 CFR 240.10b–10) under
the Securities and Exchange Act of 1934
(15 U.S.C. 78a et seq.).
Rule 10b–10 requires broker-dealers
to convey specified information to
customers regarding their securities
transactions. This information includes
the date and time of the transaction, the
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28923
identity and number of shares bought or
sold, and whether the broker-dealer acts
as agent for the customer or as principal
for its own account. Depending on
whether the broker-dealer acts as agent
or principal, Rule 10b–10 requires the
disclosure of commissions, as well as
mark-up and mark-down information.
For transactions in debt securities, Rule
10b–10 requires the disclosure of
redemption and yield information. Rule
10b–10 potentially applies to all of the
approximately 4,183 firms registered
with the Commission that effect
transactions for or with customers.
Based on information provided by
registered broker-dealers to the
Commission in FOCUS Reports, the
Commission staff estimates that on
average, registered broker-dealers
process approximately 1,383,492,184
order tickets per month for transactions
for or with customers. Each order ticket
representing a transaction effected for or
with a customer results in one
confirmation. Therefore, the
Commission staff estimates that
approximately 16,601,906,208
confirmations are sent to customers
annually. The confirmations required by
Rule 10b–10 are generally processed
through automated systems. It takes
approximately 30 seconds to generate
and send a confirmation. Accordingly,
the Commission staff estimates that
broker-dealers spend approximately
138,349,218 hours per year complying
with Rule 10b–10.
The amount of confirmations sent and
the cost of sending each confirmation
varies from firm to firm. Smaller firms
generally send fewer confirmations than
larger firms because they effect fewer
transactions. The Commission staff
estimates the costs of producing and
sending a paper confirmation, including
postage, to be approximately 57 cents.
The Commission staff also estimates
that the cost of producing and sending
a wholly electronic confirmation is
approximately 39 cents. Based on
informal discussions with industry
participants, as well as representations
made in requests for exemptive and noaction letters relating to Rule 10b–10,
the staff estimates that broker-dealers
used electronic confirmations for
approximately 35 percent of
transactions. Based on these
calculations, Commission staff estimates
that 10,791,239, 035 paper
confirmations are mailed each year at a
cost of $6,151,006,250. Commission
staff also estimates that 5,810,667,173
wholly electronic confirmations are sent
each year at a cost of $2,266,160,197.
Accordingly, Commission staff
estimates that the total annual cost
associated with generating and
E:\FR\FM\10MYN1.SGM
10MYN1
28924
Federal Register / Vol. 81, No. 90 / Tuesday, May 10, 2016 / Notices
delivering to investors the information
required under Rule 10b–10 would be
$8,417,166,447.
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) Pamela
Dyson, 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: May 4, 2016.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–10888 Filed 5–9–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. IC–32102; File No. 812–14544]
Capitala Finance Corp., et al.; Notice of
Application
May 4, 2016.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of application for an
order under sections 17(d) and 57(i) of
the Investment Company Act of 1940
(the ‘‘Act’’) and rule 17d–1 under the
Act permitting certain joint transactions
otherwise prohibited by sections 17(d)
and 57(a)(4) of the Act and under rule
17d–1 under the Act.
AGENCY:
Applicants
request an order to permit a business
development company (‘‘BDC’’) and
certain closed end investment
companies to co-invest in portfolio
companies with each other and with
affiliated investment funds.
APPLICANTS: Capitala Finance Corp. (the
‘‘Company’’), Capitala Private Credit
Fund I, L.P. (the ‘‘Private Fund’’),
CapitalSouth Partners Fund II Limited
Partnership (‘‘Fund II SBIC’’),
CapitalSouth Partners SBIC Fund III,
L.P. (‘‘Fund III SBIC’’), and Capitala
asabaliauskas on DSK3SPTVN1PROD with NOTICES
SUMMARY OF APPLICATION:
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17:33 May 09, 2016
Jkt 238001
Investment Advisors, LLC (the ‘‘BDC
Adviser’’), on behalf of itself and its
successors.1
FILING DATES: The application was filed
on September 10, 2015 and amended on
February 26, 2016 and April 28, 2016.
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 31, 2016, 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: Brent J. Fields, Secretary,
U.S. Securities and Exchange
Commission, 100 F St. NE., Washington,
DC 20549–1090. Applicants: 4201
Congress St., Suite 360, Charlotte, NC
28209.
FOR FURTHER INFORMATION CONTACT: KayMario Vobis, Senior Counsel, at (202)
551–6728, or Mary Kay Frech, Branch
Chief, at (202) 551–6821 (Chief
Counsel’s Office, Division of Investment
Management).
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. The Company, a Maryland
corporation, is organized as a closedend management investment company
that has elected to be regulated as a BDC
within the meaning of section 2(a)(48) of
the Act.2 Applicants state that the
1 The term ‘‘successor,’’ as applied to each
Adviser (defined below), means an entity that
results from a reorganization into another
jurisdiction or change in the type of business
organization.
2 Section 2(a)(48) defines a BDC to be any closedend investment company that operates for the
purpose of making investments in securities
described in sections 55(a)(1) through 55(a)(3) of the
Act and makes available significant managerial
assistance with respect to the issuers of such
securities.
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Fmt 4703
Sfmt 4703
Company seeks to generate both current
income and capital appreciation
through investments in traditional
mezzanine and senior subordinated
loans; first-lien, senior secured positions
in ‘‘stretch’’ senior secured loans; as
well as equity interests, either in the
form of detachable ‘‘penny’’ warrants or
equity co-investments made pari passu
with financial sponsors. The board of
directors (‘‘Board’’) of the Company is
comprised of five directors, three of
whom are not ‘‘interested persons’’
within the meaning of section 2(a)(19) of
the Act (the ‘‘Non-Interested Directors’’).
2. The Private Fund is organized as a
limited partnership under Delaware
law, and would be an investment
company but for the exclusion from the
definition of investment company
provided by section 3(c)(7) of the Act.
Applicants state that the Private Fund’s
investment objectives and policies are
substantially similar to the Objectives
and Strategies of the Company.3
3. Fund II SBIC and Fund III SBIC (the
‘‘Existing SBIC Subsidiaries’’) are
Wholly-Owned Investment Subs 4 of the
Company. Fund II SBIC was organized
as a limited partnership under the laws
of the state of North Carolina and Fund
III SBIC was organized as a limited
partnership under the laws of the state
of Delaware. Both were organized to
make mezzanine investments, primarily
in later-stage, middle-market companies
located in the southeastern and middleAtlantic regions of the United States,
and have elected to be regulated as a
BDC within the meaning of section
2(a)(48) of the Act.
3 ‘‘Objectives and Strategies’’ means a Regulated
Fund’s (defined below) investment objectives and
strategies, as described in the Regulated Fund’s
registration statement on Form N–2, other filings
the Regulated Fund has made with the Commission
under the Securities Act of 1933 (the ‘‘Securities
Act’’), or under the Securities Exchange Act of
1934, and the Regulated Fund’s reports to
shareholders.
4 The term ‘‘Wholly-Owned Investment Sub’’
means an entity (i) that is wholly-owned by a
Regulated Fund (with the Regulated Fund at all
times holding, beneficially and of record, 100% of
the voting and economic interests); (ii) whose sole
business purpose is to hold one or more
investments on behalf of the Regulated Fund (and,
in the case of an SBIC Subsidiary, maintain a
license under the SBA Act and issue debentures
guaranteed by the SBA); (iii) with respect to which
the Regulated Fund’s Board has the sole authority
to make all determinations with respect to the
entity’s participation under the conditions of the
application; and (iv) that would be an investment
company but for section 3(c)(1) or 3(c)(7) of the Act.
An SBIC Subsidiary may be a Wholly-Owned
Investment Sub if it satisfies the conditions in this
definition. The term ‘‘SBIC Subsidiary’’ means an
entity that is licensed by the Small Business
Administration (the ‘‘SBA’’) to operate under the
Small Business Investment Act of 1958, as
amended, (the ‘‘SBA Act’’) as a small business
investment company.
E:\FR\FM\10MYN1.SGM
10MYN1
Agencies
[Federal Register Volume 81, Number 90 (Tuesday, May 10, 2016)]
[Notices]
[Pages 28923-28924]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-10888]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[SEC File No. 270-389, OMB Control No. 3235-0444]
Submission for OMB Review; Comment Request
Upon Written Request, Copies Available From: Securities and Exchange
Commission, Office of FOIA Services, 100 F Street NE., Washington, DC
20549-2736.
Extension:
Rule 10b-10.
Notice is hereby given that, pursuant to the Paperwork Reduction
Act of 1995 (44 U.S.C. 3501 et seq.) (``PRA''), 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
10b-10 (17 CFR 240.10b-10) under the Securities and Exchange Act of
1934 (15 U.S.C. 78a et seq.).
Rule 10b-10 requires broker-dealers to convey specified information
to customers regarding their securities transactions. This information
includes the date and time of the transaction, the identity and number
of shares bought or sold, and whether the broker-dealer acts as agent
for the customer or as principal for its own account. Depending on
whether the broker-dealer acts as agent or principal, Rule 10b-10
requires the disclosure of commissions, as well as mark-up and mark-
down information. For transactions in debt securities, Rule 10b-10
requires the disclosure of redemption and yield information. Rule 10b-
10 potentially applies to all of the approximately 4,183 firms
registered with the Commission that effect transactions for or with
customers.
Based on information provided by registered broker-dealers to the
Commission in FOCUS Reports, the Commission staff estimates that on
average, registered broker-dealers process approximately 1,383,492,184
order tickets per month for transactions for or with customers. Each
order ticket representing a transaction effected for or with a customer
results in one confirmation. Therefore, the Commission staff estimates
that approximately 16,601,906,208 confirmations are sent to customers
annually. The confirmations required by Rule 10b-10 are generally
processed through automated systems. It takes approximately 30 seconds
to generate and send a confirmation. Accordingly, the Commission staff
estimates that broker-dealers spend approximately 138,349,218 hours per
year complying with Rule 10b-10.
The amount of confirmations sent and the cost of sending each
confirmation varies from firm to firm. Smaller firms generally send
fewer confirmations than larger firms because they effect fewer
transactions. The Commission staff estimates the costs of producing and
sending a paper confirmation, including postage, to be approximately 57
cents. The Commission staff also estimates that the cost of producing
and sending a wholly electronic confirmation is approximately 39 cents.
Based on informal discussions with industry participants, as well as
representations made in requests for exemptive and no-action letters
relating to Rule 10b-10, the staff estimates that broker-dealers used
electronic confirmations for approximately 35 percent of transactions.
Based on these calculations, Commission staff estimates that
10,791,239, 035 paper confirmations are mailed each year at a cost of
$6,151,006,250. Commission staff also estimates that 5,810,667,173
wholly electronic confirmations are sent each year at a cost of
$2,266,160,197. Accordingly, Commission staff estimates that the total
annual cost associated with generating and
[[Page 28924]]
delivering to investors the information required under Rule 10b-10
would be $8,417,166,447.
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) Pamela Dyson, 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: May 4, 2016.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-10888 Filed 5-9-16; 8:45 am]
BILLING CODE 8011-01-P