Self-Regulatory Organizations; Cboe BZX Exchange, Inc.; Notice of Designation of a Longer Period for Commission Action on Proposed Rule Change To List and Trade Shares of the iShares Gold Exposure ETF, a Series of the iShares U.S. ETF Trust, Under Exchange Rule 14.11(i), Managed Fund Shares, 8717-8718 [2018-04033]
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sradovich on DSK3GMQ082PROD with NOTICES
Federal Register / Vol. 83, No. 40 / Wednesday, February 28, 2018 / Notices
Adviser to the Regulated Fund (or
Advisers if there are more than one) will
provide their written recommendation
as to such Regulated Fund’s
participation to the Eligible Directors,
and the Regulated Fund will participate
in such Follow-On Investment solely to
the extent that the Required Majority
determines that it is in such Regulated
Fund’s best interests.
(c) If, with respect to any Follow-On
Investment:
(i) The amount of the opportunity is
not based on the Regulated Funds’ and
the Affiliated Funds’ outstanding
investments immediately preceding the
Follow-On Investment; and
(ii) the aggregate amount
recommended by the Adviser (or
Advisers if there are more than one) to
a Regulated Fund to be invested by the
Regulated Fund in the Follow-On
Investment, together with the amount
proposed to be invested by the other
participating Regulated Funds and the
Affiliated Funds in the same
transaction, exceeds the amount of the
opportunity; then the amount invested
by each such party will be allocated
among them pro rata based on each
participant’s capital available for
investment in the asset class being
allocated, up to the amount proposed to
be invested by each.
(d) The acquisition of Follow-On
Investments as permitted by this
condition will be considered a CoInvestment Transaction for all purposes
and subject to the other conditions set
forth in the application.
9. The Non-Interested Directors of
each Regulated Fund will be provided
quarterly for review all information
concerning Potential Co-Investment
Transactions and Co-Investment
Transactions, including investments
made by other Regulated Funds or
Affiliated Funds that a Regulated Fund
considered but declined to participate
in, so that the Non-Interested Directors
may determine whether all investments
made during the preceding quarter,
including those investments that the
Regulated Fund considered but declined
to participate in, comply with the
conditions of the Order. In addition, the
Non-Interested Directors will consider
at least annually the continued
appropriateness for such Regulated
Fund of participating in new and
existing Co-Investment Transactions.
10. Each Regulated Fund will
maintain the records required by section
57(f)(3) of the Act as if each of the
Regulated Funds were a BDC and each
of the investments permitted under
these conditions were approved by the
Required Majority under section 57(f) of
the Act.
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17:25 Feb 27, 2018
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11. No Non-Interested Director of a
Regulated Fund will also be a director,
general partner, managing member or
principal, or otherwise an ‘‘affiliated
person’’ (as defined in the Act), of any
Affiliated Fund.
12. The expenses, if any, associated
with acquiring, holding or disposing of
any securities acquired in a CoInvestment Transaction (including,
without limitation, the expenses of the
distribution of any such securities
registered for sale under the Securities
Act) will, to the extent not payable by
the applicable Adviser(s) under their
respective investment advisory
agreements with the Affiliated Funds
and the Regulated Funds, be shared by
the Regulated Funds and the Affiliated
Funds in proportion to the relative
amounts of the securities held or to be
acquired or disposed of, as the case may
be.
13. Any transaction fee 14 (including
break-up or commitment fees but
excluding broker’s fees contemplated by
section 17(e) or 57(k) of the Act, as
applicable) received in connection with
a Co-Investment Transaction will be
distributed to the participating
Regulated Funds and Affiliated Funds
on a pro rata basis based on the amounts
they invested or committed, as the case
may be, in such Co-Investment
Transaction. If any transaction fee is to
be held by an Adviser pending
consummation of the transaction, the
fee will be deposited into an account
maintained by the Adviser at a bank or
banks having the qualifications
prescribed in section 26(a)(1) of the Act,
and the account will earn a competitive
rate of interest that will also be divided
pro rata among the participating
Regulated Funds and Affiliated Funds
based on the amounts they invest in
such Co-Investment Transaction. None
of the Affiliated Funds, the applicable
Adviser(s), the other Regulated Funds or
any affiliated person of the Regulated
Funds or Affiliated Funds will receive
additional compensation or
remuneration of any kind as a result of
or in connection with a Co-Investment
Transaction (other than (a) in the case
of the Regulated Funds and the
Affiliated Funds, the pro rata
transaction fees described above and
fees or other compensation described in
condition 2(c)(iii)(C); and (b) in the case
of the Advisers, investment advisory
fees paid in accordance with the
Regulated Funds’ and the Affiliated
14 Applicants are not requesting and the staff is
not providing any relief for transaction fees
received in connection with any Co-Investment
Transaction.
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8717
Funds’ investment advisory
agreements).
14. If the Holders own in the aggregate
more than 25 percent of the Shares of
a Regulated Fund, then the Holders will
vote such Shares as directed by an
independent third party when voting on
(1) the election of directors; (2) the
removal of one or more directors; or (3)
any other matter under either the Act or
applicable State law affecting the
Board’s composition, size or manner of
election.
15. Each Regulated Fund’s chief
compliance officer, as defined in rule
38a–1(a)(4), will prepare an annual
report for its Board each year that
evaluates (and documents the basis of
that evaluation) the Regulated Fund’s
compliance with the terms and
conditions of the application and the
procedures established to achieve such
compliance.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2018–04086 Filed 2–27–18; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82758; File No. SR–
CboeBZX–2017–023]
Self-Regulatory Organizations; Cboe
BZX Exchange, Inc.; Notice of
Designation of a Longer Period for
Commission Action on Proposed Rule
Change To List and Trade Shares of
the iShares Gold Exposure ETF, a
Series of the iShares U.S. ETF Trust,
Under Exchange Rule 14.11(i),
Managed Fund Shares
February 22, 2018.
On December 21, 2017, Cboe BZX
Exchange, Inc. filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
list and trade shares of the iShares Gold
Exposure ETF, a series of the iShares
U.S. ETF Trust, under Exchange Rule
14.11(i) which governs the listing and
trading of Managed Fund Shares. The
proposed rule change was published for
comment in the Federal Register on
January 11, 2018.3 The Commission has
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 82444
(January 5, 2018), 83 FR 1438.
2 17
E:\FR\FM\28FEN1.SGM
28FEN1
8718
Federal Register / Vol. 83, No. 40 / Wednesday, February 28, 2018 / Notices
received no comment letters on the
proposed rule change.
Section 19(b)(2) of the Act 4 provides
that, within 45 days of the publication
of notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day after
publication of the notice for this
proposed rule change is February 25,
2018. The Commission is extending this
45-day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the proposed
rule change. Accordingly, the
Commission, pursuant to Section
19(b)(2) of the Act,5 designates April 11,
2018 as the date by which the
Commission shall either approve or
disapprove or institute proceedings to
determine whether to disapprove the
proposed rule change (File Number SR–
CboeBZX–2017–023).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2018–04033 Filed 2–27–18; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 33032]
Notice of Applications for
Deregistration Under Section 8(f) of the
Investment Company Act of 1940
sradovich on DSK3GMQ082PROD with NOTICES
February 23, 2018.
The following is a notice of
applications for deregistration under
section 8(f) of the Investment Company
Act of 1940 for the month of February
2018. A copy of each application may be
obtained via the Commission’s website
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. An order granting each
application will be issued unless the
4 15
U.S.C. 78s(b)(2).
5 Id.
6 17
CFR 200.30–3(a)(31).
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17:25 Feb 27, 2018
Jkt 244001
SEC orders a hearing. Interested persons
may request a hearing on any
application by writing to the SEC’s
Secretary at the address below and
serving the relevant applicant with a
copy of the request, personally or by
mail. Hearing requests should be
received by the SEC by 5:30 p.m. on
March 20, 2018, 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: Secretary,
U.S. Securities and Exchange
Commission, 100 F Street NE,
Washington, DC 20549–1090.
FOR FURTHER INFORMATION CONTACT:
Bradley Gude, Senior Counsel, at (202)
551–5590 or Chief Counsel’s Office at
(202) 551–6821; SEC, Division of
Investment Management, Chief
Counsel’s Office, 100 F Street NE,
Washington, DC 20549–8010.
Midwest Investors Program [File No.
811–01066]
Summary: Applicant, a unit
investment trust, seeks an order
declaring that it has ceased to be an
investment company. On June 1, 2017,
applicant made a liquidating
distribution to its shareholders, based
on net asset value. Expenses of $400
incurred in connection with the
liquidation were paid by Crossmark
Global Investments, Inc.
Filing Dates: The application was
filed on November 7, 2017, and
amended on February 2, 2018.
Applicant’s Address: 3700 West Sam
Houston Parkway South, Suite 250,
Houston, Texas 77042.
Scout Funds [File No. 811–09813]
Summary: Applicant, an open-end
investment company, seeks an order
declaring that it has ceased to be an
investment company. The applicant has
transferred its assets to Carillon Series
Trust, and, on November 17, 2017, made
a final distribution to its shareholders
based on net asset value. Expenses of
$1,949,125 incurred in connection with
the reorganization were split between
UMB Financial Corporation and
Carillon Tower Advisers, Inc. (or their
affiliates), with certain expenses being
borne solely by UMB Financial
Corporation.
PO 00000
Frm 00070
Fmt 4703
Sfmt 4703
Filing Dates: The application was
filed on February 6, 2018.
Applicant’s Address: 928 Grand
Boulevard, Kansas City, Missouri 64106.
Morgan Stanley Liquid Asset Fund Inc.
[File No. 811–02575]
Summary: Applicant, an open-end
investment company, seeks an order
declaring that it has ceased to be an
investment company. On May 23, 2017,
applicant made a liquidating
distribution to its shareholders, based
on net asset value. Expenses of $25,407
incurred in connection with the
liquidation were paid by the applicant.
Filing Dates: The application was
filed on February 9, 2018.
Applicant’s Address: c/o Morgan
Stanley Investment Management Inc.,
522 Fifth Avenue, New York, New York
10036.
Rainier Investment Management
Mutual Funds [File No. 811–08270]
Summary: Applicant, an open-end
investment company, seeks an order
declaring that it has ceased to be an
investment company. The applicant has
transferred its assets to Hennessy Funds
Trust, and, on December 4, 2017 and
January 16, 2018, made final
distributions to its shareholders based
on net asset value. Expenses of $470,000
incurred in connection with the
reorganization were split between
Rainier Investment Management, LLC
and Hennessy Advisors, Inc.
Filing Dates: The application was
filed on February 13, 2018.
Applicant’s Address: 601 Union
Street, Suite 3525, Seattle, Washington
98101.
PLIFunds Investment Plans [File No.
811–00769]
Summary: Applicant, a unit
investment trust, seeks an order
declaring that it has ceased to be an
investment company. On June 1, 2017,
applicant made a liquidating
distribution to its shareholders, based
on net asset value. Expenses of $500
incurred in connection with the
liquidation were paid by Crossmark
Global Investments, Inc.
Filing Dates: The application was
filed on November 7, 2017, and
amended on February 2, 2018 and
February 22, 2018.
Applicant’s Address: 3700 West Sam
Houston Parkway South, Suite 250,
Houston, Texas 77042.
E:\FR\FM\28FEN1.SGM
28FEN1
Agencies
[Federal Register Volume 83, Number 40 (Wednesday, February 28, 2018)]
[Notices]
[Pages 8717-8718]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2018-04033]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-82758; File No. SR-CboeBZX-2017-023]
Self-Regulatory Organizations; Cboe BZX Exchange, Inc.; Notice of
Designation of a Longer Period for Commission Action on Proposed Rule
Change To List and Trade Shares of the iShares Gold Exposure ETF, a
Series of the iShares U.S. ETF Trust, Under Exchange Rule 14.11(i),
Managed Fund Shares
February 22, 2018.
On December 21, 2017, Cboe BZX Exchange, Inc. filed with the
Securities and Exchange Commission (``Commission''), pursuant to
Section 19(b)(1) of the Securities Exchange Act of 1934 (``Act'') \1\
and Rule 19b-4 thereunder,\2\ a proposed rule change to list and trade
shares of the iShares Gold Exposure ETF, a series of the iShares U.S.
ETF Trust, under Exchange Rule 14.11(i) which governs the listing and
trading of Managed Fund Shares. The proposed rule change was published
for comment in the Federal Register on January 11, 2018.\3\ The
Commission has
[[Page 8718]]
received no comment letters on the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 82444 (January 5,
2018), 83 FR 1438.
---------------------------------------------------------------------------
Section 19(b)(2) of the Act \4\ provides that, within 45 days of
the publication of notice of the filing of a proposed rule change, or
within such longer period up to 90 days as the Commission may designate
if it finds such longer period to be appropriate and publishes its
reasons for so finding or as to which the self-regulatory organization
consents, the Commission shall either approve the proposed rule change,
disapprove the proposed rule change, or institute proceedings to
determine whether the proposed rule change should be disapproved. The
45th day after publication of the notice for this proposed rule change
is February 25, 2018. The Commission is extending this 45-day time
period.
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78s(b)(2).
---------------------------------------------------------------------------
The Commission finds that it is appropriate to designate a longer
period within which to take action on the proposed rule change so that
it has sufficient time to consider the proposed rule change.
Accordingly, the Commission, pursuant to Section 19(b)(2) of the
Act,\5\ designates April 11, 2018 as the date by which the Commission
shall either approve or disapprove or institute proceedings to
determine whether to disapprove the proposed rule change (File Number
SR-CboeBZX-2017-023).
---------------------------------------------------------------------------
\5\ Id.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\6\
---------------------------------------------------------------------------
\6\ 17 CFR 200.30-3(a)(31).
---------------------------------------------------------------------------
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2018-04033 Filed 2-27-18; 8:45 am]
BILLING CODE 8011-01-P