Political Contributions by Certain Investment Advisers: Ban on Third-Party Solicitation; Order With Respect to FINRA Rule 2030, 66526 [2016-23225]
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Federal Register / Vol. 81, No. 188 / Wednesday, September 28, 2016 / Rules and Regulations
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[FR Doc. 2016–22830 Filed 9–27–16; 8:45 am]
BILLING CODE 4910–13–P
SECURITIES AND EXCHANGE
COMMISSION
17 CFR Part 275
[Release No. IA–4532; File No. S7–16–16]
sradovich on DSK3GMQ082PROD with RULES
Political Contributions by Certain
Investment Advisers: Ban on ThirdParty Solicitation; Order With Respect
to FINRA Rule 2030
Securities and Exchange
Commission.
ACTION: Order.
AGENCY:
The Securities and Exchange
Commission (‘‘Commission’’ or ‘‘SEC’’)
is issuing an order finding that
SUMMARY:
VerDate Sep<11>2014
17:53 Sep 27, 2016
Jkt 238001
Financial Industry Regulatory Authority
(‘‘FINRA’’) rule 2030 (the ‘‘FINRA Pay
to Play Rule’’) imposes substantially
equivalent or more stringent restrictions
on broker-dealers than rule 206(4)–5
(the ‘‘SEC Pay to Play Rule) under the
Investment Advisers Act of 1940 (the
‘‘Advisers Act’’) imposes on investment
advisers and is consistent with the
objectives of the SEC Pay to Play Rule.
DATES: This Order was issued by the
Commission on September 20, 2016.
ADDRESSES: Secretary, Securities and
Exchange Commission, 100 F Street NE.,
Washington, DC 20549–1090.
FOR FURTHER INFORMATION CONTACT:
Sirimal R. Mukerjee, Senior Counsel,
Melissa Roverts Harke, Senior Special
Counsel, or Sara Cortes, Assistant
Director, at (202) 551–6787 or IArules@
sec.gov, Investment Adviser Regulation
Office, Division of Investment
Management, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–8549.
SUPPLEMENTARY INFORMATION: The SEC
Pay to Play Rule [17 CFR 275.206(4)–5]
under the Advisers Act [15 U.S.C. 80b]
prohibits an investment adviser from
providing advisory services for
compensation to a government client for
two years after the adviser or certain of
its executives or employees (‘‘covered
associates’’) make a contribution to
certain elected officials or candidates.
Rule 206(4)–5 also prohibits an adviser
and its covered associates from
providing or agreeing to provide,
directly or indirectly, payment to any
third-party for a solicitation of advisory
business from any government entity on
behalf of such adviser, unless such
third-party is a ‘‘regulated person’’
(‘‘third-party solicitor ban’’). Rule
206(4)–5 defines a ‘‘regulated person’’ as
an SEC-registered investment adviser, a
registered broker or dealer subject to pay
to play restrictions adopted by a
registered national securities association
that prohibit members from engaging in
distribution or solicitation activities if
certain political contributions have been
made, or a registered municipal advisor
subject to pay to play restrictions
adopted by the Municipal Securities
Rulemaking Board that prohibit
members from engaging in distribution
or solicitation activities if certain
political contributions have been made.
In addition, in order for a broker-dealer
or municipal advisor to be a regulated
person under rule 206(4)–5, the
Commission must find, by order, that
these pay to play rules impose
substantially equivalent or more
stringent restrictions on broker-dealers
or municipal advisors than the SEC Pay
to Play Rule imposes on investment
PO 00000
Frm 00040
Fmt 4700
Sfmt 4700
advisers and are consistent with the
objectives of the SEC Pay to Play Rule.
On December 16, 2015, the Financial
Industry Regulatory Authority
(‘‘FINRA’’) proposed a rule change
(Exchange Act Rel. No. 76767 (Dec. 24,
2015) [80 FR 81650 (Dec. 30, 2015)]) to
adopt the FINRA Pay to Play Rule,
which would establish pay to play rules
for its member firms. On August 25,
2016, the Commission approved the
FINRA Pay to Play Rule (Exchange Act
Rel. No. 78683 (Aug. 25, 2016) [81 FR
60051 (Aug. 31, 2016)]).
On August 25, 2016, the Commission
also issued a notice of intent to issue an
order (Investment Advisers Act Rel. No.
4511 (Aug. 25, 2016) [81 FR 60653
(Sept. 2, 2016)]) finding that the FINRA
Pay to Play Rule imposes substantially
equivalent or more stringent restrictions
on brokers-dealers than the SEC Pay to
Play Rule imposes on investment
advisers and is consistent with the
objectives of the SEC Pay to Play Rule.
The notice gave interested persons an
opportunity to request a hearing and
stated that an order would be issued
unless a hearing was ordered. The
Commission has not received a request
for a hearing.
Accordingly, the Commission hereby
finds that the FINRA Pay to Play Rule
imposes substantially equivalent or
more stringent restrictions on brokerdealers than the SEC Pay to Play Rule
imposes on investment advisers and is
consistent with the objectives of the SEC
Pay to Play Rule.
By the Commission.
Dated: September 20, 2016.
Brent J. Fields,
Secretary.
[FR Doc. 2016–23225 Filed 9–27–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
17 CFR Part 275
[Release No. IA–4531; File No. S7–17–16]
Political Contributions by Certain
Investment Advisers: Ban on ThirdParty Solicitation; Order With Respect
to MSRB Rule G–37
Securities and Exchange
Commission.
ACTION: Order.
AGENCY:
The Securities and Exchange
Commission (‘‘Commission’’ or ‘‘SEC’’)
is issuing an order finding that
Municipal Securities Rulemaking Board
(‘‘MSRB’’) rule G–37 (the ‘‘MSRB Pay to
Play Rule’’) imposes substantially
SUMMARY:
E:\FR\FM\28SER1.SGM
28SER1
Agencies
[Federal Register Volume 81, Number 188 (Wednesday, September 28, 2016)]
[Rules and Regulations]
[Page 66526]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-23225]
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SECURITIES AND EXCHANGE COMMISSION
17 CFR Part 275
[Release No. IA-4532; File No. S7-16-16]
Political Contributions by Certain Investment Advisers: Ban on
Third-Party Solicitation; Order With Respect to FINRA Rule 2030
AGENCY: Securities and Exchange Commission.
ACTION: Order.
-----------------------------------------------------------------------
SUMMARY: The Securities and Exchange Commission (``Commission'' or
``SEC'') is issuing an order finding that Financial Industry Regulatory
Authority (``FINRA'') rule 2030 (the ``FINRA Pay to Play Rule'')
imposes substantially equivalent or more stringent restrictions on
broker-dealers than rule 206(4)-5 (the ``SEC Pay to Play Rule) under
the Investment Advisers Act of 1940 (the ``Advisers Act'') imposes on
investment advisers and is consistent with the objectives of the SEC
Pay to Play Rule.
DATES: This Order was issued by the Commission on September 20, 2016.
ADDRESSES: Secretary, Securities and Exchange Commission, 100 F Street
NE., Washington, DC 20549-1090.
FOR FURTHER INFORMATION CONTACT: Sirimal R. Mukerjee, Senior Counsel,
Melissa Roverts Harke, Senior Special Counsel, or Sara Cortes,
Assistant Director, at (202) 551-6787 or IArules@sec.gov, Investment
Adviser Regulation Office, Division of Investment Management,
Securities and Exchange Commission, 100 F Street NE., Washington, DC
20549-8549.
SUPPLEMENTARY INFORMATION: The SEC Pay to Play Rule [17 CFR 275.206(4)-
5] under the Advisers Act [15 U.S.C. 80b] prohibits an investment
adviser from providing advisory services for compensation to a
government client for two years after the adviser or certain of its
executives or employees (``covered associates'') make a contribution to
certain elected officials or candidates. Rule 206(4)-5 also prohibits
an adviser and its covered associates from providing or agreeing to
provide, directly or indirectly, payment to any third-party for a
solicitation of advisory business from any government entity on behalf
of such adviser, unless such third-party is a ``regulated person''
(``third-party solicitor ban''). Rule 206(4)-5 defines a ``regulated
person'' as an SEC-registered investment adviser, a registered broker
or dealer subject to pay to play restrictions adopted by a registered
national securities association that prohibit members from engaging in
distribution or solicitation activities if certain political
contributions have been made, or a registered municipal advisor subject
to pay to play restrictions adopted by the Municipal Securities
Rulemaking Board that prohibit members from engaging in distribution or
solicitation activities if certain political contributions have been
made. In addition, in order for a broker-dealer or municipal advisor to
be a regulated person under rule 206(4)-5, the Commission must find, by
order, that these pay to play rules impose substantially equivalent or
more stringent restrictions on broker-dealers or municipal advisors
than the SEC Pay to Play Rule imposes on investment advisers and are
consistent with the objectives of the SEC Pay to Play Rule.
On December 16, 2015, the Financial Industry Regulatory Authority
(``FINRA'') proposed a rule change (Exchange Act Rel. No. 76767 (Dec.
24, 2015) [80 FR 81650 (Dec. 30, 2015)]) to adopt the FINRA Pay to Play
Rule, which would establish pay to play rules for its member firms. On
August 25, 2016, the Commission approved the FINRA Pay to Play Rule
(Exchange Act Rel. No. 78683 (Aug. 25, 2016) [81 FR 60051 (Aug. 31,
2016)]).
On August 25, 2016, the Commission also issued a notice of intent
to issue an order (Investment Advisers Act Rel. No. 4511 (Aug. 25,
2016) [81 FR 60653 (Sept. 2, 2016)]) finding that the FINRA Pay to Play
Rule imposes substantially equivalent or more stringent restrictions on
brokers-dealers than the SEC Pay to Play Rule imposes on investment
advisers and is consistent with the objectives of the SEC Pay to Play
Rule. The notice gave interested persons an opportunity to request a
hearing and stated that an order would be issued unless a hearing was
ordered. The Commission has not received a request for a hearing.
Accordingly, the Commission hereby finds that the FINRA Pay to Play
Rule imposes substantially equivalent or more stringent restrictions on
broker-dealers than the SEC Pay to Play Rule imposes on investment
advisers and is consistent with the objectives of the SEC Pay to Play
Rule.
By the Commission.
Dated: September 20, 2016.
Brent J. Fields,
Secretary.
[FR Doc. 2016-23225 Filed 9-27-16; 8:45 am]
BILLING CODE 8011-01-P