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Tag: Rule Proposal

Forum Comment Letter - Guidance re Investment Adviser Portfolio Trading Practices

October 01, 2008

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Commission Proposes Rules on Asset-Backed Securities

April 08, 2010

At yesterday's open meeting of the SEC, the Commission approve the proposal of rules and rule amendments governing asset-backed securities. According to SEC Chair, Mary L. Schapiro: The rules we are proposing stem from lessons learned during the financial crisis . . . These rules… read more

Annette Nazareth on the Proposed Large Trader Reporting System

May 03, 2010

As we reported in our April 19 post, the SEC has proposed new rules that would create a system tracking large traders, and potentially enhance the agency's "ability to identify large market participants, collect information on their trades, and analyze their trading activities."  The… read more

SEC Proposes Stock-by-Stock Circuit Breaker Rules

May 21, 2010

Responding to the May 6 "Flash Crash," the SEC has announced that the national exchanges and FINRA are filing proposed rules under which trading could be paused for individual stocks if the price moves 10 percent or more in a five minute period.  According to… read more

SEC Proposes Consolidated Audit Trail to Track Suspicious Activity

May 27, 2010

At yesterday's open meeting, the Securities and Exchange Commission approved the issuance of rule proposals that would allow the SEC and self regulatory organizations to track trade data across multiple markets, products and participants simultaneously, in real time. This "consolidated audit trail," if adopted, would… read more

SEC Proposes Rules to Improve Municipal Securities Disclosures

May 28, 2010

At Wednesday's open meeting, the SEC approved rule proposals intended to improve the timeliness and quality of municipal securities disclosures. Though the Commission does not have statutory authority over municipal securities, the rule proposals seek to provide enhanced information to municipal securities investors by further… read more

SEC Publishes Consolidated Audit Trail Rule Proposal

June 03, 2010

The SEC has published the text of the consolidated audit trail rule release proposed at their May 26 open meeting.  The purpose of the proposed rule is to allow the SEC and self regulatory organizations to track trade data across multiple markets, products and participants… read more

SEC Expected to Publish Stock-by-Stock Rule Proposals this Week

June 07, 2010

In a June 4 statement by SEC spokesman, John Nestor, the Commission staff announced that it expects to present its stock-by-stock circuit breaker rule proposing release to the Commission sometime this week.  The SEC announced on May 18, following the May 6 "Flash… read more

SEC Publishes Target Date Fund Rule Proposals

June 22, 2010

On June 16, the SEC approved the proposal of amendments to its mutual fund advertising rules, Securities Act rules 156 and 482 and Investment Company Act rule 34b-1. The rules  are intended to address the concerns about investor misunderstanding arising from target date fund names… read more

SEC to Propose 12b-1 Reforms July 21

July 19, 2010

The SEC has announced that at an open meeting on July 21 it will consider proposing amendments to reform rules governing distribution fees paid by mutual funds.  In particular, the Commission will consider: . . .  a recommendation to propose for public comment a new… read more

CFTC Proposes Commodities Rules that May Affect Mutual Funds

January 31, 2011

At an open meeting on January 26, 2011, the CFTC approved rule proposals that, if adopted, could affect certain mutual funds whose portfolios may buy and sell commodities. Under current CFTC rules, registered investment companies are generally excluded from the definition of "commodity pool operator." The… read more

CFTC Publishes Commodities Rules that May Affect Mutual Funds

February 24, 2011

  As we reported in our January 31, 2011 post, the CFTC recently approved rule proposals that, if adopted, could affect certain mutual funds whose portfolios may buy and sell commodities. Under current CFTC rules, registered investment companies are generally excluded from the definition of… read more

SEC’s Rule Proposal re Money Funds and Credit Rating Agencies

March 14, 2011

As we first reported on March 4, a recent Securities and Exchange Commission proposal would remove the use of credit ratings from the rules governing money market funds.  The SEC took this action in response to Section 939A of the Dodd-Frank Act, which requires… read more

SEC Proposes New Rules Governing Credit Rating Agencies

May 26, 2011

At its open meeting last week, the SEC proposed new rules implementing certain provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act and intended to enhance the SEC's existing rules governing credit ratings and Nationally Recognized Statistical Rating Organizations (NRSROs).   Under the… read more