News & Analysis as of

Aggregation Rules

Verrill Dana LLP

Tax Alert: Understanding the New Pass-Through Business Deduction Rules Under Code Section 199A

by Verrill Dana LLP on

Due to the significant changes to the Internal Revenue Code (“Code”) made by the Tax Cuts and Jobs Act (“Tax Act”) at the end of last year, the Department of the Treasury has been very busy issuing guidance and proposed...more

McNair Law Firm, P.A.

New IRS Proposed 199A Regulations Provide Guidance on 20% Profit Pass-Through Deduction

by McNair Law Firm, P.A. on

On August 8th, the IRS released its much-awaited Proposed Regulations on the new Section 199A 20% profit deduction for pass-through businesses. The new deduction applies to essentially all types of businesses other than C...more

Perkins Coie

FCC Expands Spectrum Available for 5G Wireless Deployment

by Perkins Coie on

The Federal Communications Commission (FCC) recently adopted a number of orders and proposed rules affecting the availability and use of millimeter-wave spectrum for advanced fifth generation (5G) wireless networks. This is...more

McDermott Will & Emery

Actual Control, Not Common Interest, Guides Real Party-in-Interest Inquiry

by McDermott Will & Emery on

In a decision granting in part and denying in part a petition for inter partes review (IPR), the Patent Trial and Appeal Board (PTAB) held that membership in a defensive patent aggregator does not by itself render members...more

Orrick, Herrington & Sutcliffe LLP

Orrick's Financial Industry Week In Review

CFTC Staff Issues Interpretive Guidance Regarding Exemption from Aggregation - On May 2, 2018, the Commodity Futures Trading Commission's ("CFTC") Division of Market Oversight issued a CFTC staff letter with interpretive...more

Orrick - Structured Finance Group

CFTC Staff Issues Interpretive Guidance Regarding Exemption from Aggregation

On May 2, 2018, the Commodity Futures Trading Commission’s (“CFTC“) Division of Market Oversight issued a CFTC staff letter with interpretive guidance regarding CFTC Regulation 150.4(b)(1), an exemption from position...more

Stroock & Stroock & Lavan LLP

SIFMA’s New Data Aggregation Principles and What They Mean for the Financial Sector

Last week, the Securities Industry and Financial Markets Association (“SIFMA”), a trade group for the United States securities industry, issued a set of Data Aggregation Principles (“the Principles”). In general, data...more

Jones Day

The European Securitisation Regulation: The Countdown Continues ESMA Consultation Paper—Draft Technical Standards on...

by Jones Day on

Regulation (EU) 2017/2402 laying down a general framework for securitisation and creating a specific framework for simple, transparent and standardised securitisation ("Regulation") came into force on 18 January 2018 and will...more

Latham & Watkins LLP

Community Choice Aggregators in California: Key Considerations for Financing CCA PPAs

by Latham & Watkins LLP on

Financing energy projects that have entered into PPAs with CCAs presents unique challenges for lenders and investors. Key Points: ..In recent years, CCAs have begun supplying energy to a growing number of consumers in...more

Morrison & Foerster LLP

CFPB Outlines Principles for Consumer-Authorized Financial Data Sharing and Aggregation

by Morrison & Foerster LLP on

On October 18, the Consumer Financial Protection Bureau (CFPB or Bureau) released a set of guiding principles for participants in the financial data sharing and aggregation industry. The publication of the consumer protection...more

Katten Muchin Rosenman LLP

Corporate and Financial Weekly Digest - Volume XII, Issue 31

by Katten Muchin Rosenman LLP on

CFTC - CFTC Suspends Need of Formal Notice for Position Disaggregation Relief - On August 10, the Commodity Futures Trading Commission (the CFTC) issued no-action relief, eliminating the need for certain persons...more

Thompson Coburn LLP

News aggregators – Link, don’t replace, your sources

by Thompson Coburn LLP on

By one account, Bill O’Reilly’s news website includes long quotations from other news organizations, including the mainstream news organizations he often criticizes. That practice suggests a question: How much can a news...more

Hogan Lovells

China: CIRC Publishes Final Requirements for Collateral in Cross-border Reinsurance Transactions

by Hogan Lovells on

On 9 August 2016, the China Insurance Regulatory Commission (“CIRC“) issued the Notice on Matters Relating to Collateral Provided by Offshore Reinsurers (Draft) (the “Draft Notice“) for public consultation. On 13 March 2017,...more

Cooley LLP

Blog: The Supreme Court considers meaning of the words “a series of related matters or transactions” within an aggregation clause

by Cooley LLP on

In the recent Supreme Court decision AIG Europe Ltd v Woodman & Ors [2017] UKSC 18 the court considered the meaning of the words “a series of related matters or transactions” within an aggregation clause in order to determine...more

Dechert LLP

The importance of aggregation clauses in professional clauses in professional indemnity insurance policies

by Dechert LLP on

UK Supreme Court clarifies effect of aggregation wording: AIG Europe Limited v Woodman - In a long awaited judgment, which will affect all organisations with professional indemnity insurance, the Supreme Court has...more

Ropes & Gray LLP

CFTC Extends Deadline for Notice Filings under Amended Position-Limit Aggregation Rules

by Ropes & Gray LLP on

On February 6, 2017, the Division of Market Oversight of the U.S. Commodity Futures Trading Commission (the “CFTC”) issued temporary no-action relief from the notice filing requirements applicable to persons who rely on...more

Ropes & Gray LLP

CFTC Adopts Amended Position Limit Aggregation Rules – Action by Asset Managers May Be Required

by Ropes & Gray LLP on

The U.S. Commodity Futures Trading Commission (the “CFTC”) has issued amended aggregation rules for determining compliance with speculative position limits established by the CFTC in futures contracts and options thereon. The...more

Shearman & Sterling LLP

US Commodity Futures Trading Commission Reproposes Position Limits Rule and Finalizes Aggregate Positions Rule

by Shearman & Sterling LLP on

The Commodity Futures Trading Commission voted unanimously to repropose regulations implementing limits on speculative futures and swaps positions as called for in the Dodd-Frank Act. In a separate vote, the CFTC approved...more

Katten Muchin Rosenman LLP

CFTC Finalizes Aggregation Rules and Re-Proposes Position Limits Rule

by Katten Muchin Rosenman LLP on

On December 5, the Commodity Futures Trading Commission (CFTC) issued final regulations regarding the aggregation of positions and accounts to assess compliance with speculative position limits, as well as to add a potential...more

Akin Gump Strauss Hauer & Feld LLP

CFTC Adopts Amendments to Position Limit Aggregation Rules

Key Points - - Unless an exemption from aggregation is available, all positions in accounts for which any person controls the trading or holds a 10 percent or greater ownership or equity interest must be aggregated...more

Katten Muchin Rosenman LLP

Corporate and Financial Weekly Digest - Volume XI, Issue 47

by Katten Muchin Rosenman LLP on

SEC/CORPORATE - Supreme Court Rules on Insider Trading Involving Family and Friends - In its first insider trading decision in nearly two decades, the US Supreme Court ruled unanimously to uphold an insider trading...more

Cadwalader, Wickersham & Taft LLP

CFTC Finalizes Aggregation of Positions Rule

On December 5, 2016, the Commodity Futures Trading Commission (“CFTC”) unanimously approved a final rule amending the requirements to aggregate positions subject to a CFTC-set speculative position limit (“Final Aggregation...more

Jackson Walker

EPA Finalizes GHG Regulations for the Oil and Gas Industry and Clarifies which Sources May Be Aggregated for Permitting Purposes

by Jackson Walker on

The EPA is moving forward with the second stage of the Climate Action Plan – regulation of methane emissions from the oil and gas industry. Even while the first stage in President Obama’s Climate Action Plan, the Clean Power...more

Cooley LLP

Blog: Court Of Appeal Considers Interpretation Of Aggregation Clause In Solicitors’ Professional Indemnity Insurance

by Cooley LLP on

In AIG Europe Limited (Appellant) v OC320201 LLP (formerly The International Law Partnership LLP) & 5 others (Respondents) & The Law Society of England and Wales (acting in its regulatory capacity as the Solicitors Regulatory...more

Cozen O'Connor

No Closure Yet on the Issue of Aggregation of Claims Against Solicitors

by Cozen O'Connor on

The Court of Appeal in AIG Europe Ltd v OC320301 LLP (formerly The International Law Partnership LLP) has ordered a retrial of the question of whether actions brought by 214 investors in two failed holiday property schemes in...more

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