Notice2025-13254

Proposed Collection; Comment Request; Extension: Rule 18a-1

Primary source

Metadata and text below are from the Federal Register, a public-domain U.S. government work. Always verify the official published version before relying on it for any legal matter.

Published
July 15, 2025

Issuing agencies

Securities and Exchange Commission

Full Text

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<title>Federal Register, Volume 90 Issue 133 (Tuesday, July 15, 2025)</title>
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[Federal Register Volume 90, Number 133 (Tuesday, July 15, 2025)]
[Notices]
[Page 31716]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-13254]



[[Page 31716]]

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SECURITIES AND EXCHANGE COMMISSION

[OMB Control No. 3235-0701]


Proposed Collection; Comment Request; Extension: Rule 18a-1

Upon Written Request, Copies Available From: Securities and Exchange 
Commission, Office of FOIA Services, 100 F Street NE, Washington, DC 
20549-2736

    Notice is hereby given that, pursuant to the Paperwork Reduction 
Act of 1995 (44 U.S.C. 3501 et seq.), the Securities and Exchange 
Commission (``SEC'' or ``Commission'') is soliciting comments on the 
proposed collection of information in Rule 18a-1.
    Rule 18a-1, 17 CFR 240.18a-1, establishes net capital requirements 
for nonbank security-based swap dealers that are not also broker-
dealers registered with the Commission (``stand-alone SBSDs''). First, 
under paragraphs (a)(2) and (d) of Rule 18a-1, a stand-alone SBSD may 
apply to the Commission to be authorized to use internal value-at-risk 
(``VaR) models to compute net capital, and a stand-alone SBSD 
authorized to use internal models must review and update the models it 
uses to compute market and credit risk, as well as back-test the 
models. Second, under paragraph (f) of Rule 18a-1, a stand-alone SBSD 
is required to comply with certain requirements of Exchange Act Rule 
15c3-4 (17 CFR 240.15c3-4). Rule 15c3-4 requires OTC derivatives 
dealers and firms subject to its provisions to establish, document, and 
maintain a system of internal risk management controls to assist the 
firm in managing the risks associated with business activities, 
including market, credit, leverage, liquidity, legal, and operational 
risks. Third, for purposes of calculating ``haircuts'' on credit 
default swaps, paragraph (c)(1)(vi)(B)(1)(iii) of Rule 18a-1 requires 
stand-alone SBSDs that are not using internal models to use an industry 
sector classification system that is documented and reasonable in terms 
of grouping types of companies with similar business activities and 
risk characteristics. Fourth, under paragraph (h) of Rule 18a-1, stand-
alone SBSDs are required to provide the Commission with certain written 
notices with respect to equity withdrawals. Fifth, under paragraph 
(c)(5) of Appendix D to Rule 18a-1 (17 CFR 240.18a-1d), stand-alone 
SBSDs are required to file with the Commission two copies of any 
proposed subordinated loan agreement (including nonconforming 
subordinated loan agreements) at least 30 days prior to the proposed 
execution date of the agreement. Finally, under paragraph (c)(1)(ix)(C) 
of Rule 18a-1, a nonbank SBSD may treat collateral held by a third-
party custodian to meet an initial margin requirement of a security-
based swap or swap customer as being held by the nonbank SBSD for 
purposes of the capital in lieu of margin charge provisions of the rule 
if certain conditions are met. In particular, the SBSD must execute an 
account control agreement and must maintain written documentation of 
its analysis that in the event of a legal challenge the account control 
agreement would be held to be legal, valid, binding, and enforceable 
under the applicable law.
    The collection of information is mandatory and is designed to 
ensure that stand-alone SBSDs maintain sufficient liquidity at all 
times to meet all unsubordinated obligations of their customers and 
counterparties and, should a nonbank SBSD fail, that there are 
sufficient resources for an orderly liquidation. These information 
collections facilitate the monitoring of the financial condition of 
nonbank SBSDs by the Commission. The information collected by the 
Commission under Rule 18a-1, as adopted, is kept confidential to the 
extent permitted by the Freedom of Information Act (5 U.S.C. 552 et 
seq.).
    The annual aggregate initial burden for all respondents is 
estimated to be 4,310 hours. The aggregate initial cost burden for all 
respondents is estimated to be $2,772,334. The aggregate annual burden 
for all respondents is estimated to be 28,933 hours. The aggregate 
annual cost burden for all respondents is estimated to be $3,732,600.
    An agency may not conduct or sponsor, and a person is not required 
to respond to, a collection of information unless it displays a 
currently valid OMB Control Number.
    Written comments are invited on: (a) whether this proposed 
collection of information is necessary for the proper performance of 
the functions of the SEC, including whether the information will have 
practical utility; (b) the accuracy of the SEC's estimate of the burden 
imposed by the proposed collection of information, including the 
validity of the methodology and the assumptions used; (c) ways to 
enhance the quality, utility, and clarity of the information to be 
collected; and (d) ways to minimize the burden of the collection of 
information on respondents, including through the use of automated, 
electronic collection techniques or other forms of information 
technology.
    Please direct your written comments on this 60-Day Collection 
Notice to Austin Gerig, Director/Chief Data Officer, Securities and 
Exchange Commission, c/o Tanya Ruttenberg via email to 
<a href="/cdn-cgi/l/email-protection#de8ebfaebbaca9b1acb58cbbbaabbdaab7b1b09fbdaa9eadbbbdf0b9b1a8"><span class="__cf_email__" data-cfemail="c090a1b0a5b2b7afb2ab92a5a4b5a3b4a9afae81a3b480b3a5a3eea7afb6">[email&#160;protected]</span></a> by September 15, 2025. There will be a 
second opportunity to comment on this SEC request following the Federal 
Register publishing a 30-Day Submission Notice.

    Dated: July 11, 2025.
Sherry R. Haywood,
Assistant Secretary.
[FR Doc. 2025-13254 Filed 7-14-25; 8:45 am]
BILLING CODE 8011-01-P


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Indexed from Federal Register on July 15, 2025.

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