News & Analysis as of

Exemptive Orders

Vedder

SEC Approves Intraday Trading and Settlement for Tokenized Money Market Fund

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On February 23, 2026, the SEC, for the first time, granted an exemptive order permitting continuous trading and settlement for an SEC-registered, tokenized government money market fund....more

K&L Gates LLP

United States: The Last Leg: SEC Extends Trading Relief to Share Class ETFs

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With this fourth SEC approval, share class ETFs are now ready to go live. Since late 2025, the SEC has provided exemptive relief to dozens of managers under Section 18(f), among other provisions, for mutual funds to...more

Tarter Krinsky & Drogin LLP

Section 16(a) Reporting Obligations Now Apply to Directors and Officers of Foreign Private Issuers, Subject to Key SEC Exemptions

Effective March 18, 2026, directors and officers (“D&Os”) of foreign private issuers (“FPIs”) with a class of equity securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange...more

Cozen O'Connor

SEC Adopts Final Rules for FPI Section 16 Reporting

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On February 27, 2026, the Securities and Exchange Commission (the SEC) adopted final rules to enact the requirements of the Holding Foreign Insiders Accountable Act (HFIA Act). These final rules, which mark a significant...more

Skadden, Arps, Slate, Meagher & Flom LLP

Raising the Limit: FINRA Amends Gift Rule (Rule 3220)

In February 2026, the Securities and Exchange Commission (SEC) approved and the Financial Industry Regulatory Authority (FINRA) adopted amendments to FINRA Rule 3220 (Influencing of Rewarding Employees or Others),...more

Katten Muchin Rosenman LLP

SEC Grants Exemption from Section 16(a) Reporting Requirements for Certain Foreign Private Issuers' Directors and Officers

As previously reported in our advisory, the "Holding Foreign Insiders Accountable Act" (the HFIAA) caused directors and officers of foreign private issuers (FPIs) with equity securities registered under the US Securities...more

Foley Hoag LLP - Public Companies & the Law

SEC Extends Section 16(a) Reporting to FPI Directors and Officers and Grants Conditional Relief in Six Jurisdictions

The SEC has adopted a final rule implementing the Holding Foreign Insiders Accountable Act that, effective March 18, 2026, subjects directors and officers of foreign private issuers to the insider ownership reporting regime...more

Alston & Bird

SEC Adopts Final Rules on Section 16 Reporting by Foreign Private Issuers and Offers Conditional Relief

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The recently enacted Holding Foreign Insiders Accountable (HFIA) Act was designed to make the holdings and transactions of directors and officers of foreign private issuers (FPIs) more transparent. Our Securities Group breaks...more

Wilson Sonsini Goodrich & Rosati

SEC Issues Exemptive Order for Section 16 Reports by Directors and Officers of Certain FPIs; Staff Issues New Guidance

On March 5, 2026, the U.S. Securities and Exchange Commission (SEC or Commission) issued an exemptive order relieving directors and officers of certain foreign private issuers (FPIs) from the Section 16(a) reporting...more

Patterson Belknap Webb & Tyler LLP

SEC Grants Targeted Exemption from Section 16(a) to Directors and Officers of Certain Foreign Private Issuers

On March 5, 2026, the U.S. Securities and Exchange Commission (the “SEC”) issued an exemptive order under Section 16(a)(5) of the U.S. Securities Exchange Act of 1934 (the “Exchange Act”)....more

BCLP

SEC Grants Conditional Exemption to Section 16 Reporting for Certain Foreign Private Issuer Insiders

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As discussed in our prior post, the Holding Foreign Insiders Accountable Act, adopted on December 18, 2025, eliminated the exemption to the Section 16(a) reporting requirements for directors and officers of foreign private...more

Goodwin

SEC Approves Conditional Exemptive Order for Beneficial Ownership Reporting by Certain FPI Directors and Officers

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On March 5, 2026, the U.S. Securities and Exchange Commission ("SEC") issued an order (the "Exemptive Order") that provides a conditional exemption from the reporting requirements of Section 16(a) of the Securities Exchange...more

White & Case LLP

SEC Exempts FPI Directors And Officers From Section 16 Reporting Obligations In Certain Jurisdictions

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On March 5, 2026, in advance of the March 18th compliance deadline, the U.S. Securities and Exchange Commission (“SEC”) issued an order granting directors and officers of certain foreign private issuers (“FPIs”) an exemption...more

Morrison & Foerster LLP

SEC Adopts Rules for Section 16 Reporting by Foreign Private Issuers and Grants Limited Exemptive Relief to Certain Filers

On February 27, 2026, the Securities and Exchange Commission (SEC) adopted final amendments to implement the Holding Foreign Insiders Accountable Act (HFIAA), which amended Section 16(a) of the Securities Exchange Act of 1934...more

Ropes & Gray LLP

SEC Grants Section 16(a) Exemption for Directors and Officers of Certain Foreign Private Issuers

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On March 5, 2026, the Securities and Exchange Commission (the SEC) issued an order exempting directors and officers of certain foreign private issuers (FPIs) in Canada, Chile, the European Economic Area, the Republic of...more

Goodwin

SEC Grants Conditional Section 16(a) Exemption for Certain Foreign Private Issuers

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On March 5, 2026, the SEC issued Release No. 34-104931, granting conditional exemptive relief from the Section 16(a) reporting requirements for directors and officers of certain foreign private issuers (FPIs). ...more

Mayer Brown Free Writings + Perspectives

SEC Issues Order Granting Directors and Officers of Certain Foreign Private Issuers an Exemption from Section 16(a) Filing...

On March 5, 2026, the Securities and Exchange Commission (the “SEC”) published an order granting an exemption from beneficial ownership reporting requirements under Section 16(a) of the Securities Exchange Act of 1934 (the...more

Cooley LLP

Just In! SEC Issues Order Providing Section 16(a) Relief for Certain Foreign Private Issuers!

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Here’s a note that Cooley’s Courtney Thorne posted on LinkedIn yesterday: “Less than an hour ago, the SEC issued an exemptive order – Release No. 34-104931 – granting conditional relief from the Section 16(a) insider...more

Dorsey & Whitney LLP

Section 16 Reporting by Insiders of SEC-reporting Foreign Private Issuers: CANADA IS EXEMPT!

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Good news! The SEC has issued exemptive relief under the Holding Foreign Insiders Accountable Act (the HFIAA). For those of you focused on more important things in life, like Major League Baseball’s opening day later this...more

Morrison & Foerster LLP

U.S. SEC Further Delays Compliance Dates for Institutional Money Manager Short Sale and Securities Lending Reporting Rules

On December 3, 2025, the United States Securities and Exchange Commission (SEC) issued an exemptive order (the “Order”) further delaying the implementation and compliance for short-sale and securities-lending reporting rules...more

Seward & Kissel LLP

Seward & Kissel Advises Guinness Atkinson on the Submission of an Application to Offer ETF Share Classes of its Existing Mutual...

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Who may be interested: Registered Investment Companies; Boards of Directors; Investment Advisers - Quick Take: Guinness Atkinson Funds, with the counsel of Seward & Kissel, has submitted an application seeking an exemptive...more

JAMS

The SEC’s Proposed Exemptive Order for Finders in Private Placements: An Uncertain Future for Regulatory Certainty - Perspectives...

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At age 79, Paul Anka, the crooner and songwriter, is more relevant than ever. In 2020, he appeared on Season 4 of “The Masked Singer,” enjoyed a popular resurgence courtesy of TikTok, reworked his anthem “My Way” for the...more

Skadden, Arps, Slate, Meagher & Flom LLP

SEC Adopts New Rule for Fund of Fund Arrangements

On October 7, 2020, the Securities and Exchange Commission (SEC) adopted Rule 12d1-4 (Final Rule or Rule 12d1-4) under the Investment Company Act of 1940 (1940 Act) in an effort to streamline and enhance the regulatory...more

Latham & Watkins LLP

Finders, Keepers: SEC Proposes Safe Harbor Framework for Unregistered Finders

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The proposal would significantly impact finders by granting tailored exemptive relief to individuals engaging in limited capital raising activity. Key Points: ..The Proposal would provide a conditional exemption that...more

Mintz - Public Finance Viewpoints

SEC’s Proposed Broker-Dealer Exemption May Apply to “Finders” for Municipal Securities

Today, the SEC published in the Federal Register a proposed notice of an exemptive order (the “Proposal”) that would, subject to limitations and conditions discussed below, exempt certain individuals seeking to find investors...more

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