Notice2025-21976

Agency Information Collection Activities; Submission for OMB Review; Comment Request; Extension: Rule 204-5

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Published
December 5, 2025

Issuing agencies

Securities and Exchange Commission

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<title>Federal Register, Volume 90 Issue 232 (Friday, December 5, 2025)</title>
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[Federal Register Volume 90, Number 232 (Friday, December 5, 2025)]
[Notices]
[Page 56216]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-21976]


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SECURITIES AND EXCHANGE COMMISSION

[OMB Control No. 3235-0767]


Agency Information Collection Activities; Submission for OMB 
Review; Comment Request; Extension: Rule 204-5

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 (the ``Commission'') has submitted to the Office of 
Management and Budget a request for extension of the previously 
approved collection of information discussed below.
    The title for the collection of information is: ``Rule 204-5 under 
the Investment Advisers Act of 1940.'' Rule 204-5 requires an 
investment adviser to deliver an electronic or paper version of the 
relationship summary to each retail investor before or at the time the 
adviser enters into an investment advisory contract with the retail 
investor. The purpose of the relationship summary is to assist retail 
investors in making an informed choice when choosing an investment firm 
and professional, and type of account. Retail investors can use the 
information required in the relationship summary to determine whether 
to hire or retain an investment adviser, as well as what types of 
accounts and services are appropriate for their needs.
    We estimate the total collection of information burden for rule 
204-5 to be 1,241,670 annual aggregate hours per year, or 124 hours per 
respondent, for a total annual aggregate monetized cost of $95,678,622, 
or $9,520 per adviser.
    The likely respondents to this information collection are 
approximately 10,050 investment advisers registered with the Commission 
that are required to deliver a relationship summary to retail investors 
pursuant to rule 204-5. We also note that these figures include the 291 
registered broker-dealers that are dually registered as investment 
advisers.
    The requirements of this collection of information are mandatory. 
Responses will not be kept confidential. 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.
    The public may view and comment on this information collection 
request at: <a href="https://www.reginfo.gov/public/do/PRAViewICR?ref_nbr=202509-3235-011">https://www.reginfo.gov/public/do/PRAViewICR?ref_nbr=202509-3235-011</a> or email comment to 
<a href="/cdn-cgi/l/email-protection#ace1eef482e3e1ee82e3e5feed82ffe9eff3c8c9dfc7f3c3cacac5cfc9deecc3c1ce82c9c3dc82cbc3da"><span class="__cf_email__" data-cfemail="afe2edf781e0e2ed81e0e6fdee81fceaecf0cbcadcc4f0c0c9c9c6cccaddefc0c2cd81cac0df81c8c0d9">[email&#160;protected]</span></a> within 30 days of the day 
after publication of this notice, by January 5, 2026.

    Dated: December 2, 2025.
Sherry R. Haywood,
Assistant Secretary.
[FR Doc. 2025-21976 Filed 12-4-25; 8:45 am]
BILLING CODE 8011-01-P


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Indexed from Federal Register on December 5, 2025.

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