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Stikeman Elliott LLP

OSC’s Proposed Priorities for 2026-2027

Stikeman Elliott LLP on

The Ontario Securities Commission (“OSC”) released its proposed Statement of Priorities for 2026-2027, outlining the initiatives on which the OSC intends to focus its resources and activities over the next fiscal year....more

Morgan Lewis

SFDR 2.0: EU Commission Proposes Overhaul of SFDR Regime

Morgan Lewis on

The European Commission has released a legislative proposal for the overhaul of the current Sustainable Finance Disclosure Regulation regime (SFDR 1.0), the EU’s disclosure framework for funds and other financial products...more

Hogan Lovells

UK FCA Discusses Possible Changes to Its Rules Regarding Consumer Access to Investments

Hogan Lovells on

The FCA has published a discussion paper in which it considers possible changes to its rules regarding consumer access to investments and invites feedback from consumers and the industry to help it formulate future policy. ...more

Hogan Lovells

Targeted Support Update – FCA Publishes Near-Final Rules on New Form of Advice

Hogan Lovells on

On 11 December 2025, the UK's Financial Conduct Authority (FCA) published PS25/22, which contains its near final rules on the new concept of “targeted support” which firms can use to help consumers make their investment...more

Hogan Lovells

The Payments Newsletter Including Digital Assets & Blockchain, December 2025

Hogan Lovells on

Key developments of interest over the last month include: China and Vietnam launching a cross-border QR code payment system to strengthen regional payment connectivity; Banks and EMIs facing detailed new information and...more

Paul Hastings LLP

OCC Conditionally Approves National Trust Bank Charter Applications and Issues Interpretive Letter 1188, SEC Issues Tokenization...

Paul Hastings LLP on

Last week, federal regulators took several notable steps affecting digital asset markets. The Office of the Comptroller of the Currency (OCC) announced conditional approval of five national trust bank charter applications. It...more

Skadden, Arps, Slate, Meagher & Flom LLP

Matters To Consider for the 2026 Annual Meeting and Reporting Season

Companies have important decisions to make as they prepare for the 2026 annual meeting and reporting season. We have compiled this overview of key issues — including SEC disclosure requirements, recent SEC guidance, executive...more

Allen Matkins

Equity Compensation and Profits Interest Incentive Structures in Companies

Allen Matkins on

With the end of the fiscal year approaching, we continue to see an uptick in the number of clients seeking counsel on structuring equity incentive plans. As our clients take a look back at the prior year’s performance and a...more

Skadden, Arps, Slate, Meagher & Flom LLP

White House Executive Order Aims To Restrict the Influence of Proxy Advisory Firms

On December 11, 2025, the White House issued an executive order intending to limit the perceived influence of two proxy advisory firms — Institutional Shareholder Services Inc. (ISS) and Glass Lewis & Co., LLC (Glass Lewis) —...more

Cooley LLP

What is the ‘500 Stockholder Rule’?

Cooley LLP on

Late-stage private companies sometimes ask us about the “500 stockholder rule” (or the “2,000 stockholder rule”) and whether they should be concerned about it. Companies subject to US securities laws may have special...more

Tarter Krinsky & Drogin LLP

Structuring Your European Capital in the U.S.: Choosing the Right Investment Instrument (SAFE, Convertible Note, or Stock)

Foreign investment in the U.S. market, particularly in high-growth technology companies, often begins with the formation of a Delaware corporation. This is a common choice for U.S. startups seeking capital, primarily due to...more

Thomas Fox - Compliance Evangelist

Compliance Tip of the Day – Preparing for an Investigation

Welcome to “Compliance Tip of the Day,” the podcast that brings you daily insights and practical advice for navigating the ever-evolving landscape of compliance and regulatory requirements. Whether you’re a seasoned...more

WilmerHale

Favorable Stock Buyback Regulations May Entitle Some Taxpayers to Refunds

WilmerHale on

On November 21, 2025, the Department of the Treasury (“Treasury”) and the Internal Revenue Service (“IRS”) issued final regulations (the “Final Regulations”) under Section 4501, which imposes a 1% excise tax on certain...more

Ankura

The Big Leap Into Stablecoins and Bitcoin

Ankura on

Stablecoins have come a long way from being a tool mostly used by crypto traders looking to avoid volatility. Today, they are sitting at the center of digital finance, attracting serious attention from policymakers, banks,...more

Thomas Fox - Compliance Evangelist

AI Today in 5: December 16, 2025, The Things to Never Tell a Chatbot Edition

Welcome to AI Today in 5, the newest edition to the Compliance Podcast Network. Each day, Tom Fox will bring you 5 stories about AI to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the AI Today In...more

Thomas Fox - Compliance Evangelist

Innovation in Compliance: Exploring Fractional and Adjunct Risk Professionals with Gerry Zack

Innovation comes in many areas, and compliance professionals need not only to be ready for it but also to embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in...more

Thomas Fox - Compliance Evangelist

Daily Compliance News: December 16, 2025, The Don’t Feed the Pig Edition

Welcome to the Daily Compliance News. Each day, Tom Fox, the Voice of Compliance, brings you compliance-related stories to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the Daily Compliance News....more

Hogan Lovells

UK FCA Publishes Final Rules on Consumer Composite Investments Regime

Hogan Lovells on

The FCA has published a policy statement setting out its final rules for providing information on Consumer Composite Investments (CCIs). The new regime for CCIs is the replacement for the Packaged Retail and Insurance-based...more

Thomas Fox - Compliance Evangelist

FCPA Compliance Report - Kristy Grant-Hart on the Evolution of Compliance in 2026: Navigating New Risks and Regulation

Welcome to the award-winning FCPA Compliance Report, the longest-running podcast in compliance. In this episode, Tom welcomes Kristy Grant-Hart, Head of Advisory Services at Diligent’s Spark Compliance Group, to discuss where...more

Thomas Fox - Compliance Evangelist

Compliance Tip of the Day – Your Investigative Protocol

Welcome to “Compliance Tip of the Day,” the podcast that brings you daily insights and practical advice for navigating the ever-evolving landscape of compliance and regulatory requirements. Whether you’re a seasoned...more

Thomas Fox - Compliance Evangelist

AI Today in 5: December 15, 2025, The Good, Bad & Ugly Edition

Welcome to AI Today in 5, the newest edition to the Compliance Podcast Network. Each day, Tom Fox will bring you 5 stories about AI to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the AI Today In...more

Hogan Lovells

UK FCA Consults on Rule Changes for Client Categorisation and Conflicts of Interest

Hogan Lovells on

On 8 December 2025, the FCA published a consultation paper (CP) on client categorisation and conflicts of interest. This consultation will be of particular interest to wealth managers and investment firms, as it may enable...more

Vinson & Elkins LLP

White House Executive Order Targets Proxy Advisory Firms and Signals Heightened Regulatory Scrutiny

Vinson & Elkins LLP on

On December 11, 2025, President Donald J. Trump signed an executive order titled “Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors.”...more

Sullivan & Worcester

SGX-Nasdaq Dual Listing Framework - Opening New Doors for East Asian Companies

Sullivan & Worcester on

On November 19, 2025, Singapore Exchange ("SGX") and Nasdaq announced a proposed "Global Listing Board" framework enabling companies to file a single prospectus acceptable to both Singapore and U.S. regulators....more

Cooley LLP

More on “Glass Lewis Releases Benchmark Policy Updates”

Cooley LLP on

Recently, I blogged about how Glass Lewis released its Benchmark Policy changes for 2026, which are included in this 90-page document. Here’s a Cooley Alert penned by Cooley’s Brad Goldberg, Beth Sasfai, Ali Murata, Michael...more

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