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Regulatory Requirements Filing Requirements Financial Industry Regulatory Authority (FINRA)

Fenwick & West LLP

FINRA Fee Cap Increase Coming in July

Fenwick & West LLP on

Some issuers will be subject to higher FINRA fee caps beginning July 1, 2025. Section 7 of Schedule A to the FINRA By-Laws sets forth the fees associated with filing documents pursuant to the Corporate Financing Rule....more

Mayer Brown Free Writings + Perspectives

Private Placement Filer Form

Last week, the updated form to be used by placement agents in connection with private placements that is required to be filed with FINRA pursuant to Rule 5123 became effective.  As we had previously blogged, FINRA has amended...more

Carlton Fields

Expect Focus - Volume II, June 2018

Carlton Fields on

New York Pushes Mutual Fund Active Share Disclosure - New York’s Attorney General issued a report on its recent investigation of fees charged by actively managed equity mutual funds and a metric known as “Active Share.”...more

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