Notice 12 May 2025 co-investment, regulatory compliance, sec, investment companies, business development companies

⚖️SEC Notice on Joint Transactions for Investment Companies

The SEC has issued a notice regarding an application from Morgan Stanley and others, seeking permission for certain joint transactions prohibited under the Investment Company Act of 1940. The order would enable collaboration among business development companies and affiliated entities, potentially reshaping investment strategies and regulatory requirements in this sector.

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Notice 12 May 2025 securities regulation, financial exemptions, sec, investment companies, business compliance

📈SEC Notice on Adams Street Investment Company Exemption Application

The Securities and Exchange Commission (SEC) issued a notice regarding the application by Adams Street Private Equity Navigator Fund LLC and Adams Street Advisors, LLC, seeking an exemption under the Investment Company Act. This exemption would allow for multiple classes of shares and impose fees, providing a framework for enhanced investment management practices.

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Notice 12 May 2025 capital markets, regulation, investment, sec, business development companies

📈SEC Notice on Varagon Capital Joint Transactions Potential

The SEC has issued a notice regarding an application for an order under the Investment Company Act to allow certain business development companies and closed-end management investment companies to co-invest in portfolio companies. This could enable increased collaboration and investment opportunities among the entities involved.

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Notice 12 May 2025 business, legal, enforcement, regulation, washington dc, sec, compliance

🔒SEC Sunshine Act Meeting on Enforcement Matters Announcement

The SEC has scheduled a closed Sunshine Act meeting to discuss regulatory actions such as injunctive actions and administrative proceedings. The meeting will include relevant commissioners and staff, and details on any changes will be posted on the SEC's website. The agenda reflects the ongoing enforcement priorities and legal matters affecting the Commission's operations.

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Notice 9 May 2025 investment management, usa, compliance, regulation, sec, credit suisse, financial services, legal

⚖️SEC Temporary Order for Credit Suisse

The Securities and Exchange Commission has issued a temporary order allowing Credit Suisse Services AG and its affiliates to continue operations despite ongoing legal complexities. This exemption is critical for maintaining their investment advisory services while navigating significant compliance issues stemming from past convictions related to financial misconduct. The decision impacts direct operational and financial strategies within the firm.

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Notice 9 May 2025 nyse, options trading, financial regulation, flex options, sec, etf, bitcoin

📈NYSE American Proposes New FLEX Options for Bitcoin ETFs

The SEC notice details NYSE American's proposed amendment to enable FLEX Options on bitcoin-holding ETFs, including Grayscale and Bitwise. The rule aims to enhance trading flexibility and efficiency, facilitating investor access while maintaining regulatory safeguards against manipulation. This is anticipated to attract increased market participation and liquidity.

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Notice 9 May 2025 blackstone, regulation, sec, co-investment, investment companies

📈SEC Notice on Blackstone Private Credit Fund Joint Transactions

The SEC has issued a notice regarding an application by Blackstone entities for the permission to allow specific investment companies to co-invest in portfolio companies. This proposed relief addresses joint transactions that the Investment Company Act typically prohibits, potentially enabling increased capital collaboration and strategic investment flexibility among BDCs and closed-end management investment companies.

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Notice 9 May 2025 dtc, clearing agencies, capital policy, regulation, sec, financial compliance

💰Rule Change Proposal on Capital Policy and Replenishment Plan

The SEC has announced a proposed rule change by The Depository Trust Company to amend its Capital Policy and Capital Replenishment Plan. The revisions aim to update and clarify operational protocols, ensuring adequate capital reserves and alternate authorizations to enhance business continuity. Comments on the proposal are being solicited from interested parties.

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Notice 8 May 2025 cboe, academic discount, sec, equities, market data, financial data

📊Cboe Offers Academic Discounts on Historical Short Volume Reports

The Cboe EDGX Exchange has proposed a rule change to offer discounts on historical Short Volume Reports for qualifying academic purchasers, enhancing access to market data for research and educational purposes. The initiative aims to support academic study of market trends while competing with similar offerings from other exchanges.

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Notice 8 May 2025 compliance, sec, securities, regulation, sro, financial services

📜SEC Seeks Comments on Proposed Rule 31 and Form R31 Extension

The Securities and Exchange Commission announces a request for comments on the proposed collection of information under Rule 31 and Form R31. This collection aims to assess and adjust fees from national securities exchanges based on transaction volumes, requiring monthly reporting to ensure compliance with the Securities Exchange Act. The SEC invites input on the practicality and utility of this information gathering process.

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