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SEC Proposes Securities Lending Transaction Reporting Requirements

January 24, 2022

Our recent client alert discusses the SEC’s recent securities lending proposal, which, if adopted, would create a new reporting and disclosure framework for the securities lending market. Rule 10c-1 would require any person who loans a security on behalf of itself or another person to report to FINRA certain material terms of those loans and…

SEC Proposes Alternative to “WORM” Books and Records Retention for Broker-Dealers and Security-Based Swap Entities

January 6, 2022

SEC Staff Provides Form CRS Observations, Expectations, and Best Practices

December 29, 2021

SEC Commissioner Roisman to Depart in January

December 22, 2021

FINRA Extends the Registration Qualification Window from Two to Five Years After Termination

December 10, 2021

SEC Division of Examinations Publishes Observations from its Registered Investment Company Initiatives

November 3, 2021

FINRA Adds Continuing Membership Application Requirement to Address Brokers With a History of Misconduct

July 23, 2021

Time’s Up! Broker-Dealers Must Comply with the Customer Protection Rule When Borrowing Customer Securities

April 21, 2021

CFTC Announces New Climate Risk Unit — the “CRU”

March 19, 2021

Climate Clash at the Commission?

March 10, 2021

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