Law

Nationally Recognized Statistical Rating Organizations

(Rules 17g-1 to 17Ad-27)

Rule 17g-1 – Application for registration as a nationally recognized statistical rating organization.

Rule 17g-2 – Records to be made and retained by nationally recognized statistical rating organizations.

Rule 17g-3 – Annual financial and other reports to be filed or furnished by nationally recognized statistical rating organizations.

Rule 17g-4 – Prevention of misuse of material nonpublic information.

Rule 17g-5 – Conflicts of interest.

Rule 17g-6 – Prohibited acts and practices.

Rule 17g-7 – Disclosure requirements.

Rule 17g-8 – Policies, procedures, and internal controls.

Rule 17g-9 – Standards of training, experience, and competence for credit analysts.

Rule 17g-10 – Certification of providers of third-party due diligence services in connection with asset-backed securities.

Rule 17h-1T – Risk assessment recordkeeping requirements for associated persons of brokers and dealers.

Rule 17h-2T – Risk assessment reporting requirements for brokers and dealers.

Rule 17Ab2-1 – Registration of clearing agencies.

Rule 17Ab2-2 – Determinations affecting covered clearing agencies.

Rule 17Ac2-1 – Application for registration of transfer agents.

Rule 17Ac2-2 – Annual reporting requirement for registered transfer agents.

Rule 17Ac3-1 – Withdrawal from registration with the Commission.

Rule 17Ad-1 – Definitions.

Rule 17Ad-2 – Turnaround, processing, and forwarding of items.

Rule 17Ad-3 – Limitations on expansion.

Rule 17Ad-4 – Applicability of Rule 17Ad-2, Rule 17Ad-3 and Rule 17Ad-6(a) (1) through (7) and (11).

Rule 17Ad-5 – Written inquiries and requests.

Rule 17Ad-6 – Recordkeeping.

Rule 17Ad-7 – Record retention.

Rule 17Ad-8 – Securities position listings.

Rule 17Ad-9 – Definitions.

Rule 17Ad-10 – Prompt posting of certificate detail to master securityholder files, maintenance of accurate securityholder files, communications between co-transfer agents and recordkeeping transfer agents, maintenance of current control book, retention of certificate detail and “buy-in” of physical over-issuance.

Rule 17Ad-11 – Reports regarding aged record differences, buy-ins and failure to post certificate detail to master securityholder and subsidiary files.

Rule 17Ad-12 – Safeguarding of funds and securities.

Rule 17Ad-13 – Annual study and evaluation of internal accounting control.

Rule 17Ad-14 – Tender agents.

Rule 17Ad-15 – Signature guarantees.

Rule 17Ad-16 – Notice of assumption or termination of transfer agent services.

Rule 17Ad-17 – Lost securityholders and unresponsive payees.

Rule 17Ad-18 – Year 2000 Reports to be made by certain transfer agents.

Rule 17Ad-19 – Requirements for cancellation, processing, storage, transportation, and destruction or other disposition of securities certificates.

Rule 17Ad-20 – Issuer restrictions or prohibitions on ownership by securities intermediaries.

Rule 17Ad-21T – Operational capability in a Year 2000 environment.

Rule 17Ad-22 – Standards for clearing agencies.

Rule 17Ad-24 – Exemption from clearing agency definition for certain registered security-based swap dealers, registered security-based swap execution facilities, and entities engaging in dealing activity in security-based swaps that are eligible for an exception under § 240.3a71–2(a) (or subject to the period set forth in § 240.3a71–2(b)).

Rule 17Ad-25 – Clearing agency boards of directors and conflicts of interest.

Rule 17Ad-26 – Recovery and orderly wind-down plans of covered clearing agencies.

Rule 17Ad-27 – Straight-through processing by clearing agencies that provide a central matching service.