Proposed Collection; Comment Request, 4123-4125 [2019-02307]
Download as PDF
Federal Register / Vol. 84, No. 31 / Thursday, February 14, 2019 / Notices
(i) The amount of the opportunity
proposed to be made available to any
Regulated Fund is not based on the
Regulated Funds’ and the Affiliated
Funds’ outstanding investments in the
issuer or the security at issue, as
appropriate, immediately preceding the
Follow-On Investment; and
(ii) the aggregate amount
recommended by the Advisers to be
invested in the Follow-On Investment
by the participating Regulated Funds
and any participating Affiliated Funds,
collectively, exceeds the amount of the
investment opportunity, then the
Follow-On Investment opportunity will
be allocated among them pro rata based
on the size of the Internal Orders, as
described in section III.A.1.(b) of the
application.
(e) Other Conditions. The acquisition
of Follow-On Investments as permitted
by this Condition will be considered a
Co-Investment Transaction for all
purposes and subject to the other
Conditions set forth in the application.
10. Board Reporting, Compliance and
Annual Re-Approval.
(a) Each Adviser to a Regulated Fund
will present to the Board of each
Regulated Fund, on a quarterly basis,
and at such other times as the Board
may request, (i) a record of all
investments in Potential Co-Investment
Transactions made by any of the other
Regulated Funds or any of the Affiliated
Funds during the preceding quarter that
fell within the Regulated Fund’s thencurrent Objectives and Strategies and
Board-Established Criteria that were not
made available to the Regulated Fund,
and an explanation of why such
investment opportunities were not made
available to the Regulated Fund; (ii) a
record of all Follow-On Investments in
and Dispositions of investments in any
issuer in which the Regulated Fund
holds any investments by any Affiliated
Fund or other Regulated Fund during
the prior quarter; and (iii) all
information concerning Potential CoInvestment Transactions and CoInvestment Transactions, including
investments made by other Regulated
Funds or Affiliated Funds that the
Regulated Fund considered but declined
to participate in, so that the
Independent Directors, may determine
whether all Potential Co-Investment
Transactions and Co-Investment
Transactions during the preceding
quarter, including those investments
that the Regulated Fund considered but
declined to participate in, comply with
the Conditions.
(b) All information presented to the
Regulated Fund’s Board pursuant to this
Condition will be kept for the life of the
Regulated Fund and at least two years
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17:54 Feb 13, 2019
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thereafter, and will be subject to
examination by the Commission and its
staff.
(c) 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.
(d) The Independent Directors will
consider at least annually whether
continued participation in new and
existing Co-Investment Transactions is
in the Regulated Fund’s best interests.
11. Record Keeping. 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).
12. Director Independence. No
Independent Director of a Regulated
Fund will also be a director, general
partner, managing member or principal,
or otherwise be an ‘‘affiliated person’’
(as defined in the Act) of any Affiliated
Fund.
13. Expenses. The expenses, if any,
associated with acquiring, holding or
disposing of any securities acquired in
a Co-Investment 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 Advisers under their respective
advisory agreements with the Regulated
Funds and the Affiliated Funds, be
shared by the Regulated Funds and the
participating Affiliated Funds in
proportion to the relative amounts of the
securities held or being acquired or
disposed of, as the case may be.
14. Transaction Fees.29 Any
transaction fee (including break-up,
structuring, monitoring or commitment
fees but excluding brokerage or
underwriting compensation permitted
by Section 17(e) or 57(k)) received in
connection with any Co-Investment
Transaction will be distributed to the
participants 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
29 Applicants are not requesting and the
Commission is not providing any relief for
transaction fees received in connection with any
Co-Investment Transaction.
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4123
Adviser at a bank or banks having the
qualifications prescribed in Section
26(a)(1), and the account will earn a
competitive rate of interest that will also
be divided pro rata among the
participants. None of the Advisers, the
Affiliated Funds, the other Regulated
Funds or any affiliated person of the
Affiliated Funds or the Regulated Funds
will receive any additional
compensation or remuneration of any
kind as a result of or in connection with
a Co-Investment Transaction other than
(i) 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)(B)(z), (ii) brokerage or
underwriting compensation permitted
by Section 17(e) or 57(k) or (iii) in the
case of the Advisers, investment
advisory compensation paid in
accordance with investment advisory
agreements between the applicable
Regulated Fund(s) or Affiliated Fund(s)
and its Adviser.
15. Independence. 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.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–02285 Filed 2–13–19; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Proposed Collection; 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:
Form N–MFP and Rule 30b1–7, SEC File
No. 270–604, OMB Control No. 3235–
0657
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission
(‘‘Commission’’) is soliciting comments
on the collection of information
summarized below. The Commission
plans to submit this existing collection
E:\FR\FM\14FEN1.SGM
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Federal Register / Vol. 84, No. 31 / Thursday, February 14, 2019 / Notices
of information to the Office of
Management and Budget (‘‘OMB’’) for
extension and approval.
Section 30(b) of the Investment
Company Act of 1940 (‘‘Investment
Company Act’’) 1 provides that ‘‘[e]very
registered investment company shall file
with the Commission . . . such
information, documents, and reports
(other than financial statements), as the
Commission may require to keep
reasonably current the information and
documents contained in the registration
statement of such company . . . .’’ 2
Rule 30b1–7 under the Investment
Company Act, entitled ‘‘Monthly Report
for Money Market Funds,’’ provides that
every registered investment company, or
series thereof, that is regulated as a
money market funds under rule 2a–7 3
must file with the Commission a
monthly report of portfolio holdings on
Form N–MFP 4 no later than the fifth
business day of each month.5 Form N–
MFP sets forth the specific disclosure
items that money market funds must
provide. Filers must submit this report
electronically using the Commission’s
electronic filing system (‘‘EDGAR’’) in
Extensible Markup Language (‘‘XML’’)
format.
Compliance with rule 30b1–7 is
mandatory for any fund that holds itself
out as a money market fund in reliance
on rule 2a–7. Responses to the
disclosure requirements will not be kept
confidential. An agency may not
conduct or sponsor, and a person is not
required to respond to, a collection of
information unless it displays a
currently valid OMB control number.
The following estimates of average
burden hours and costs are made solely
for purposes of the Paperwork
Reduction Act and are not derived from
a comprehensive or even representative
survey or study of the cost of
Commission rules and forms. A fund
must comply with the requirement to
prepare Form N–MFP in order to hold
itself out to investors as a money market
fund or the equivalent of a money
market fund in reliance on rule 2a–7.
The collection of information is
mandatory for money market funds that
rely on rule 2a–7, and responses to the
information collections will not be kept
confidential.
The Commission estimates there are
currently 429 6 money market funds that
report information on Form N–MFP,
1 15
U.S.C. 80a–1 et seq.
U.S.C. 80a–30(b).
3 17 CFR 270.2a–7.
4 17 CFR 274.201.
5 17 CFR 270.30b1–7.
6 This estimate is based on staff review of reports
on Form N–MFP filed with the Commission for the
month ended February 28, 2018.
2 15
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17:54 Feb 13, 2019
Jkt 247001
with approximately 10 7 of them being
new money market funds that are filing
reports on Form N–PORT for the first
time.
We estimate that 35% of money
market funds (or 150 money market
funds, broken down into 146 existing
funds and 4 new funds) 8 license a
software solution and file reports on
Form N–MFP in house; we further
estimate that each fund that files reports
on Form N–MFP in house requires an
average of approximately 47 burden
hours to compile (including review of
the information), tag, and electronically
file the Form N–MFP for the first time
and an average of approximately 13
burden hours for subsequent filings.9
Therefore, we estimate the per fund
average annual hour burden is 96
hours 10 for existing funds and 130
hours 11 for new money market funds.
Based on an estimate of 146 existing
fund filers and 4 new fund filers each
year, we estimate that filing reports on
Form N–MFP in house takes 23,536
hours and costs funds, in aggregate,
$6,754,832 per year.12
We estimate that 65% of money
market funds (or 279 money market
funds, broken down into 272 existing
fund and 7 new funds) 13 retain the
services of a third party to provide data
aggregation and validation services as
part of the preparation and filing of
reports on Form N–MFP on the fund’s
behalf; we further estimate that each
fund requires an average of
approximately 26 burden hours to
compile and review the information
with the service provider prior to
electronically filing the report for the
first time and an average of
approximately 9 burden hours for
subsequent filings. Therefore, we
estimate the per fund average annual
hour burden is 108 hours 14 for existing
funds and 125 hours 15 for new money
market funds. Based on an estimate of
272 existing fund filers and 7 new fund
filers each year, we estimate that filing
reports on Form N–MFP using a service
provider takes 41,131 hours and costs
funds, in aggregate, $8,682,037 per
year.16 In sum, we estimate that filing
7 This estimate is based on staff review of reports
on Form N–MFP filed with the Commission for
2015 (1 new filer), 2016 (23 new filers), and 2017
(6 new filers). Amortizing those numbers over three
years provides an estimate of 10 new filers per year.
8 The estimate is based on the following
calculation: (429 money market funds × 35% = 150
money market funds. Of that amount, we estimate
that 4 are new money market funds (10 new money
market fund filers each year × 35% = 3.5 funds,
rounded to 4). Therefore, 150 money market
funds¥4 new money market funds = 146 existing
money market funds.
9 We understand that the required information is
currently maintained by money market funds
pursuant to other regulatory requirements or in the
ordinary course of business. Accordingly, for the
purposes of our analysis, we do not ascribe any
time to producing the required information.
10 This estimate is based on the following
calculation: 12 filings per year × 13 burden hours
per filing = 156 burden hours per year.
11 This estimate is based on the following
calculation: (First month’s initial filing × 47 burden
hours) + (11 subsequent month filings × 13 burden
hours per filing) = 190 burden hours per year.
12 These estimates are based on the following
calculations: Existing fund filers: (156 hours ×
blended hourly rate of $287 for a Financial
Reporting Manager ($280 per hour), Fund Senior
Accountant ($209 per hour), Senior Database
Administrator ($329 per hour), Senior Portfolio
Manager ($317 per hour), Compliance Manager
($298 per hour)) = $44,772. The blended hourly rate
was calculated as ($280 + $209 + $329 + $317 +
209)/5 = $287. There are 146 existing money market
funds who use in house solutions × 156 hours with
a monetized cost of $44,772 per fund = 22,776
hours with a monetized cost of $6,536,712.
New money market fund filers: (190 hours ×
blended hourly rate of $287 for a Financial
Reporting Manager ($280 per hour), Fund Senior
Accountant ($209 per hour), Senior Database
Administrator ($329 per hour), Senior Portfolio
Manager ($317 per hour), Compliance Manager
($298 per hour)) = $54,530. The blended hourly rate
was calculated as ($280 + $209 + $329 + $317 +
209)/5 = $287. Four new money market funds × 190
hours with a monetized cost of $54,530 per fund
= 760 hours with a monetized cost of $218,120.
Aggregate annual hourly burden for all funds
filing reports on Form N–MFP in house: 22,776
hours + 760 hours = 23,536 hours.
Aggregate annual costs for all funds filing reports
on Form N–MFP in house: $6,536,712 + $218,120=
$6,754,832.
13 The estimate is based on the following
calculation: (429 money market funds × 65% = 279
money market funds. Of that amount, we estimate
that 7 are new money market funds (10 new money
market fund filers each year × 65% = 6.5 funds,
rounded to 7). Therefore, 279 money market
funds¥7 new money market funds = 272 existing
money market funds.
14 This estimate is based on the following
calculation: 12 filings per year × 9 burden hours per
filing = 108 burden hours per year.
15 This estimate is based on the following
calculation: (First month’s initial filing × 26 burden
hours) + (11 subsequent month filings × 9 burden
hours per filing) = 125 burden hours per year.
16 These estimates are based on the following
calculations: Existing fund filers: (108 hours ×
blended hourly rate of $287 for a Financial
Reporting Manager ($280 per hour), Fund Senior
Accountant ($209 per hour), Senior Database
Administrator ($329 per hour), Senior Portfolio
Manager ($317 per hour), Compliance Manager
($298 per hour)) = $30,996. The blended hourly rate
was calculated as ($280 + $209 + $329 + $317 +
209)/5 = $287. There are 272 existing money market
funds who use a third-party service provider × 148
hours with a monetized cost of $30,996 per fund
= 40,256 hours with a monetized cost of $8,430,912.
New money market fund filers: (125 hours ×
blended hourly rate of $287 for a Financial
Reporting Manager ($280 per hour), Fund Senior
Accountant ($209 per hour), Senior Database
Administrator ($329 per hour), Senior Portfolio
Manager ($317 per hour), Compliance Manager
($298 per hour)) = $35,875. The blended hourly rate
was calculated as ($280 + $209 + $329 + $317 +
209)/5 = $287. Seven new money market funds ×
125 hours with a monetized cost of $35,875 per
fund = 875 hours with a monetized cost of
$251,125.
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Federal Register / Vol. 84, No. 31 / Thursday, February 14, 2019 / Notices
reports on Form N–MFP imposes a total
annual hour burden of 64,667 hours,17
at an aggregate cost of $15,436,869 on
all money market funds.18
Exchange Commission, C/O Candace
Kenner, 100 F Street NE, Washington,
DC 20549; or send an email to: PRA_
Mailbox@sec.gov.
Cost to Respondents
Cost burden is the cost of goods and
services purchased in connection with
complying with the collection of
information requirements of rule 30b1–
7 and Form N–MFP. The cost burden
does not include the cost of the hour
burden discussed in Item 12 above.
Based on discussions with industry
participants, we estimate that money
market funds that file reports on Form
N–MFP in house license a third-party
software solution to assist in filing their
reports at an average cost of $3,900 per
fund per year. In addition, we estimate
that money market funds that use a
service provider to prepare and file
reports on Form N–MFP pay an average
fee of $9,300 per fund per year. In sum,
we estimate that all money market funds
incur on average, in the aggregate,
external annual costs of $3,179,700.19
Written comments are invited on: (a)
Whether the collection of information is
necessary for the proper performance of
the functions of the Commission,
including whether the information has
practical utility; (b) the accuracy of the
Commission’s estimate of the burden of
the collection of information; (c) ways to
enhance the quality, utility, and clarity
of the information collected; and (d)
ways to minimize the burden of the
collection of information on
respondents, including through the use
of automated collection techniques or
other forms of information technology.
Consideration will be given to
comments and suggestions submitted in
writing within 60 days of this
publication.
Please direct your written comments
to Charles Riddle, Acting Director/Chief
Information Officer, Securities and
Dated: February 11, 2019.
Eduardo A. Aleman,
Deputy Secretary.
Aggregate annual hourly burden for all funds
filing reports on Form N–MFP in house: 40,256
hours + 875 hours = 41,131 hours.
Aggregate annual costs for all funds filing reports
on Form N–MFP in house: $8,430,912 + $251,125=
$8,682,037.
17 This estimate is based on the following
calculation: 23,536 hours for filers licensing a
software solution and filing in-house + 41,131
hours for filers using a third-party service provider
= 64,667 hours in total.
18 This estimate is based on the following
calculation: $6,754,832 (in-house filers) +
$8,682,037 (filers using a service provider) =
$15,436,869.
19 This estimate is based on the following
calculation: (150 money market funds (146 existing
funds + 4 new funds) that file reports on Form N–
MFP in house × $3,900 per fund, per year) + (279
money market funds (272 existing funds + 7 new
funds) that file reports on Form N–MFP using a
service provider × $9,300 per fund, per year) =
$3,179,700.
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17:54 Feb 13, 2019
Jkt 247001
[FR Doc. 2019–02307 Filed 2–13–19; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85082; File No. SR–C2–
2019–002]
Self-Regulatory Organizations; Cboe
C2 Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend the Options
Regulatory Fee
February 8, 2019.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on January
29, 2019, Cboe C2 Exchange, Inc. (the
‘‘Exchange’’ or ‘‘C2’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Cboe C2 Exchange, Inc. (the
‘‘Exchange’’ or ‘‘C2 Options’’) proposes
to amend its Fees Schedule relating to
the Options Regulatory Fee. The text of
the proposed rule change is provided in
Exhibit 5.
The text of the proposed rule change
is also available on the Exchange’s
website (https://markets.cboe.com/us/
options/regulation/rule_filings/ctwo/),
at the Exchange’s Office of the
Secretary, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00085
Fmt 4703
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4125
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to increase
the Options Regulatory Fee (‘‘ORF’’)
from $.0011 per contract to $.0012 per
contract in order to help ensure that
revenue collected from the ORF, in
combination with other regulatory fees
and fines, meets the Exchange’s total
regulatory costs.
The ORF is assessed by C2 Options to
each Trading Permit Holder (‘‘TPH’’) for
options transactions cleared by the TPH
that are cleared by the Options Clearing
Corporation (OCC) in the customer
range, regardless of the exchange on
which the transaction occurs. In other
words, the Exchange imposes the ORF
on all customer-range transactions
cleared by a TPH, even if the
transactions do not take place on the
Exchange. The ORF is collected by OCC
on behalf of the Exchange from the
Clearing Trading Permit Holder
(‘‘CTPH’’) or non-CTPH that ultimately
clears the transaction. With respect to
linkage transactions, C2 Options
reimburses its routing broker providing
Routing Services pursuant to C2
Options Rule 6.15 for options regulatory
fees it incurs in connection with the
Routing Services it provides.
Revenue generated from ORF, when
combined with all of the Exchange’s
other regulatory fees and fines, is
designed to recover a material portion of
the regulatory costs to the Exchange of
the supervision and regulation of TPH
customer options business. Regulatory
costs include direct regulatory expenses
and certain indirect expenses for work
allocated in support of the regulatory
function. The direct expenses include
in-house and third party service
provider costs to support the day to day
regulatory work such as surveillances,
investigations and examinations. The
indirect expenses include support from
such areas as human resources, legal,
information technology and accounting.
These indirect expenses are estimated to
be approximately 4% of C2 Options’
total regulatory costs for 2019. Thus,
direct expenses are estimated to be
approximately 96% of total regulatory
costs for 2019. In addition, it is C2
Options’ practice that revenue generated
from ORF not exceed more than 75% of
total annual regulatory costs. These
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Agencies
[Federal Register Volume 84, Number 31 (Thursday, February 14, 2019)]
[Notices]
[Pages 4123-4125]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2019-02307]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
Proposed Collection; 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:
Form N-MFP and Rule 30b1-7, SEC File No. 270-604, OMB Control
No. 3235-0657
Notice is hereby given that, pursuant to the Paperwork Reduction
Act of 1995 (44 U.S.C. 3501 et seq.), the Securities and Exchange
Commission (``Commission'') is soliciting comments on the collection of
information summarized below. The Commission plans to submit this
existing collection
[[Page 4124]]
of information to the Office of Management and Budget (``OMB'') for
extension and approval.
Section 30(b) of the Investment Company Act of 1940 (``Investment
Company Act'') \1\ provides that ``[e]very registered investment
company shall file with the Commission . . . such information,
documents, and reports (other than financial statements), as the
Commission may require to keep reasonably current the information and
documents contained in the registration statement of such company . . .
.'' \2\ Rule 30b1-7 under the Investment Company Act, entitled
``Monthly Report for Money Market Funds,'' provides that every
registered investment company, or series thereof, that is regulated as
a money market funds under rule 2a-7 \3\ must file with the Commission
a monthly report of portfolio holdings on Form N-MFP \4\ no later than
the fifth business day of each month.\5\ Form N-MFP sets forth the
specific disclosure items that money market funds must provide. Filers
must submit this report electronically using the Commission's
electronic filing system (``EDGAR'') in Extensible Markup Language
(``XML'') format.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 80a-1 et seq.
\2\ 15 U.S.C. 80a-30(b).
\3\ 17 CFR 270.2a-7.
\4\ 17 CFR 274.201.
\5\ 17 CFR 270.30b1-7.
---------------------------------------------------------------------------
Compliance with rule 30b1-7 is mandatory for any fund that holds
itself out as a money market fund in reliance on rule 2a-7. Responses
to the disclosure requirements will not be kept confidential. An agency
may not conduct or sponsor, and a person is not required to respond to,
a collection of information unless it displays a currently valid OMB
control number.
The following estimates of average burden hours and costs are made
solely for purposes of the Paperwork Reduction Act and are not derived
from a comprehensive or even representative survey or study of the cost
of Commission rules and forms. A fund must comply with the requirement
to prepare Form N-MFP in order to hold itself out to investors as a
money market fund or the equivalent of a money market fund in reliance
on rule 2a-7. The collection of information is mandatory for money
market funds that rely on rule 2a-7, and responses to the information
collections will not be kept confidential.
The Commission estimates there are currently 429 \6\ money market
funds that report information on Form N-MFP, with approximately 10 \7\
of them being new money market funds that are filing reports on Form N-
PORT for the first time.
---------------------------------------------------------------------------
\6\ This estimate is based on staff review of reports on Form N-
MFP filed with the Commission for the month ended February 28, 2018.
\7\ This estimate is based on staff review of reports on Form N-
MFP filed with the Commission for 2015 (1 new filer), 2016 (23 new
filers), and 2017 (6 new filers). Amortizing those numbers over
three years provides an estimate of 10 new filers per year.
---------------------------------------------------------------------------
We estimate that 35% of money market funds (or 150 money market
funds, broken down into 146 existing funds and 4 new funds) \8\ license
a software solution and file reports on Form N-MFP in house; we further
estimate that each fund that files reports on Form N-MFP in house
requires an average of approximately 47 burden hours to compile
(including review of the information), tag, and electronically file the
Form N-MFP for the first time and an average of approximately 13 burden
hours for subsequent filings.\9\ Therefore, we estimate the per fund
average annual hour burden is 96 hours \10\ for existing funds and 130
hours \11\ for new money market funds. Based on an estimate of 146
existing fund filers and 4 new fund filers each year, we estimate that
filing reports on Form N-MFP in house takes 23,536 hours and costs
funds, in aggregate, $6,754,832 per year.\12\
---------------------------------------------------------------------------
\8\ The estimate is based on the following calculation: (429
money market funds x 35% = 150 money market funds. Of that amount,
we estimate that 4 are new money market funds (10 new money market
fund filers each year x 35% = 3.5 funds, rounded to 4). Therefore,
150 money market funds-4 new money market funds = 146 existing money
market funds.
\9\ We understand that the required information is currently
maintained by money market funds pursuant to other regulatory
requirements or in the ordinary course of business. Accordingly, for
the purposes of our analysis, we do not ascribe any time to
producing the required information.
\10\ This estimate is based on the following calculation: 12
filings per year x 13 burden hours per filing = 156 burden hours per
year.
\11\ This estimate is based on the following calculation: (First
month's initial filing x 47 burden hours) + (11 subsequent month
filings x 13 burden hours per filing) = 190 burden hours per year.
\12\ These estimates are based on the following calculations:
Existing fund filers: (156 hours x blended hourly rate of $287 for a
Financial Reporting Manager ($280 per hour), Fund Senior Accountant
($209 per hour), Senior Database Administrator ($329 per hour),
Senior Portfolio Manager ($317 per hour), Compliance Manager ($298
per hour)) = $44,772. The blended hourly rate was calculated as
($280 + $209 + $329 + $317 + 209)/5 = $287. There are 146 existing
money market funds who use in house solutions x 156 hours with a
monetized cost of $44,772 per fund = 22,776 hours with a monetized
cost of $6,536,712.
New money market fund filers: (190 hours x blended hourly rate
of $287 for a Financial Reporting Manager ($280 per hour), Fund
Senior Accountant ($209 per hour), Senior Database Administrator
($329 per hour), Senior Portfolio Manager ($317 per hour),
Compliance Manager ($298 per hour)) = $54,530. The blended hourly
rate was calculated as ($280 + $209 + $329 + $317 + 209)/5 = $287.
Four new money market funds x 190 hours with a monetized cost of
$54,530 per fund = 760 hours with a monetized cost of $218,120.
Aggregate annual hourly burden for all funds filing reports on
Form N-MFP in house: 22,776 hours + 760 hours = 23,536 hours.
Aggregate annual costs for all funds filing reports on Form N-
MFP in house: $6,536,712 + $218,120= $6,754,832.
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We estimate that 65% of money market funds (or 279 money market
funds, broken down into 272 existing fund and 7 new funds) \13\ retain
the services of a third party to provide data aggregation and
validation services as part of the preparation and filing of reports on
Form N-MFP on the fund's behalf; we further estimate that each fund
requires an average of approximately 26 burden hours to compile and
review the information with the service provider prior to
electronically filing the report for the first time and an average of
approximately 9 burden hours for subsequent filings. Therefore, we
estimate the per fund average annual hour burden is 108 hours \14\ for
existing funds and 125 hours \15\ for new money market funds. Based on
an estimate of 272 existing fund filers and 7 new fund filers each
year, we estimate that filing reports on Form N-MFP using a service
provider takes 41,131 hours and costs funds, in aggregate, $8,682,037
per year.\16\ In sum, we estimate that filing
[[Page 4125]]
reports on Form N-MFP imposes a total annual hour burden of 64,667
hours,\17\ at an aggregate cost of $15,436,869 on all money market
funds.\18\
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\13\ The estimate is based on the following calculation: (429
money market funds x 65% = 279 money market funds. Of that amount,
we estimate that 7 are new money market funds (10 new money market
fund filers each year x 65% = 6.5 funds, rounded to 7). Therefore,
279 money market funds-7 new money market funds = 272 existing money
market funds.
\14\ This estimate is based on the following calculation: 12
filings per year x 9 burden hours per filing = 108 burden hours per
year.
\15\ This estimate is based on the following calculation: (First
month's initial filing x 26 burden hours) + (11 subsequent month
filings x 9 burden hours per filing) = 125 burden hours per year.
\16\ These estimates are based on the following calculations:
Existing fund filers: (108 hours x blended hourly rate of $287 for a
Financial Reporting Manager ($280 per hour), Fund Senior Accountant
($209 per hour), Senior Database Administrator ($329 per hour),
Senior Portfolio Manager ($317 per hour), Compliance Manager ($298
per hour)) = $30,996. The blended hourly rate was calculated as
($280 + $209 + $329 + $317 + 209)/5 = $287. There are 272 existing
money market funds who use a third-party service provider x 148
hours with a monetized cost of $30,996 per fund = 40,256 hours with
a monetized cost of $8,430,912.
New money market fund filers: (125 hours x blended hourly rate
of $287 for a Financial Reporting Manager ($280 per hour), Fund
Senior Accountant ($209 per hour), Senior Database Administrator
($329 per hour), Senior Portfolio Manager ($317 per hour),
Compliance Manager ($298 per hour)) = $35,875. The blended hourly
rate was calculated as ($280 + $209 + $329 + $317 + 209)/5 = $287.
Seven new money market funds x 125 hours with a monetized cost of
$35,875 per fund = 875 hours with a monetized cost of $251,125.
Aggregate annual hourly burden for all funds filing reports on
Form N-MFP in house: 40,256 hours + 875 hours = 41,131 hours.
Aggregate annual costs for all funds filing reports on Form N-
MFP in house: $8,430,912 + $251,125= $8,682,037.
\17\ This estimate is based on the following calculation: 23,536
hours for filers licensing a software solution and filing in-house +
41,131 hours for filers using a third-party service provider =
64,667 hours in total.
\18\ This estimate is based on the following calculation:
$6,754,832 (in-house filers) + $8,682,037 (filers using a service
provider) = $15,436,869.
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Cost to Respondents
Cost burden is the cost of goods and services purchased in
connection with complying with the collection of information
requirements of rule 30b1-7 and Form N-MFP. The cost burden does not
include the cost of the hour burden discussed in Item 12 above.
Based on discussions with industry participants, we estimate that
money market funds that file reports on Form N-MFP in house license a
third-party software solution to assist in filing their reports at an
average cost of $3,900 per fund per year. In addition, we estimate that
money market funds that use a service provider to prepare and file
reports on Form N-MFP pay an average fee of $9,300 per fund per year.
In sum, we estimate that all money market funds incur on average, in
the aggregate, external annual costs of $3,179,700.\19\
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\19\ This estimate is based on the following calculation: (150
money market funds (146 existing funds + 4 new funds) that file
reports on Form N-MFP in house x $3,900 per fund, per year) + (279
money market funds (272 existing funds + 7 new funds) that file
reports on Form N-MFP using a service provider x $9,300 per fund,
per year) = $3,179,700.
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Written comments are invited on: (a) Whether the collection of
information is necessary for the proper performance of the functions of
the Commission, including whether the information has practical
utility; (b) the accuracy of the Commission's estimate of the burden of
the collection of information; (c) ways to enhance the quality,
utility, and clarity of the information collected; and (d) ways to
minimize the burden of the collection of information on respondents,
including through the use of automated collection techniques or other
forms of information technology. Consideration will be given to
comments and suggestions submitted in writing within 60 days of this
publication.
Please direct your written comments to Charles Riddle, Acting
Director/Chief Information Officer, Securities and Exchange Commission,
C/O Candace Kenner, 100 F Street NE, Washington, DC 20549; or send an
email to: PRA_Mailbox@sec.gov.
Dated: February 11, 2019.
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019-02307 Filed 2-13-19; 8:45 am]
BILLING CODE 8011-01-P