28 Feb 2025

đŸ“ˆConditional Exemption Order Impacting Broker-Dealers and Money Market Funds

Submission for OMB Review; Comment Request; Extension: Order Granting a Conditional Exemption Under the Securities Exchange Act of 1934 From the Confirmation Requirements of Exchange Act Rule 10b-10(a) for Certain Transactions in Money Market Funds

Summary ?

The SEC issued a notice regarding a conditional exemption from certain transaction confirmation requirements under the Securities Exchange Act for money market funds. This exemption allows broker-dealers to provide monthly reports to investors instead of immediate confirmations, impacting operational compliance and reporting efficiency.

Agencies

  • Securities and Exchange Commission

Business Impact ?

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The regulatory text details updated compliance requirements for broker-dealers concerning the confirmation of transactions in money market funds. This affects operational practices and potential costs for financial firms, specifically regarding customer notifications and adjustments to reporting processes.

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