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Title 17
Volume 4 CHAPTER IV SUBCHAP A
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Chapter IV
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Subchapter A
Subchapter A - Regulations Under Section 15c Of The Securities Exchange Act Of 1934
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PART 400
PART 400 - RULES OF GENERAL APPLICATION
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SECTION 400.1
400.1 Scope of regulations.
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SECTION 400.2
400.2 Office responsible for regulations; filing of requests for exemptions, for interpretations and of other materials.
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SECTION 400.3
400.3 Definitions.
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SECTION 400.4
400.4 Information concerning associated persons of financial institutions that are government securities brokers or dealers.
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SECTION 400.5
400.5 Amendments to application for registration and to notice of status as a government securities broker or dealer.
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SECTION 400.6
400.6 Notice of withdrawal from business as a government securities broker or dealer by a financial institution.
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PART 401
PART 401 - EXEMPTIONS
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SECTION 401.1
401.1 Exemption for organizations handling transactions in United States Savings Bonds.
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SECTION 401.2
401.2 Exemption for depository institutions that submit tenders for the account of customers for purchase on original issue of United States Treasury securities.
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SECTION 401.3
401.3 Exemption for financial institutions that are engaged in limited government securities brokerage activities.
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SECTION 401.4
401.4 Exemption for financial institutions engaged in limited government securities dealer activities.
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SECTION 401.5
401.5 Exemption for corporate credit unions transacting limited government securities business with other credit unions.
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SECTION 401.6
401.6 Exemption for branches and agencies of foreign banks that deal solely with non-United States citizens resident offshore.
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SECTION 401.7
401.7 Exemption for certain foreign government securities brokers or dealers.
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PART 402
PART 402 - FINANCIAL RESPONSIBILITY
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SECTION 402.1
402.1 Application of part to registered brokers and dealers and financial institutions; special rules for futures commission merchants and government securities interdealer brokers; effective date.
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SECTION 402.2
402.2 Capital requirements for registered government securities brokers and dealers.
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SECTION 402.2a
402.2a Appendix A - Calculation of market risk haircut for purposes of § 402.2(g)(2).
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SECTION 402.2b
402.2b [Reserved]
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SECTION 402.2c
402.2c Appendix C - Consolidated computations of liquid capital and total haircuts for certain subsidiaries and affiliates.
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SECTION 402.2d
402.2d Appendix D - Modification of § 240.15c3-1d of this title, relating to satisfactory subordination agreements, for purposes of § 402.2.
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PART 403
PART 403 - PROTECTION OF CUSTOMER SECURITIES AND BALANCES
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SECTION 403.1
403.1 Application of part to registered brokers and dealers.
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SECTION 403.2
403.2 Hypothecation of customer securities.
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SECTION 403.3
403.3 Use of customers' free credit balances.
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SECTION 403.4
403.4 Customer protection - reserves and custody of securities.
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SECTION 403.5
403.5 Custody of securities held by financial institutions that are government securities brokers or dealers.
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SECTION 403.6
403.6 Compliance with part by futures commission merchants.
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SECTION 403.7
403.7 Effective dates.
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PART 404
PART 404 - RECORDKEEPING AND PRESERVATION OF RECORDS
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SECTION 404.1
404.1 Application of part to registered brokers and dealers.
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SECTION 404.2
404.2 Records to be made and kept current by registered government securities brokers and dealers; records of non-resident registered government securities brokers and dealers.
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SECTION 404.3
404.3 Records to be preserved by registered government securities brokers and dealers.
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SECTION 404.4
404.4 Records to be made and preserved by government securities brokers and dealers that are financial institutions.
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SECTION 404.5
404.5 Securities counts by registered government securities brokers and dealers.
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PART 405
PART 405 - REPORTS AND AUDIT
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SECTION 405.1
405.1 Application of part to registered brokers and dealers and to financial institutions; transition rule.
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SECTION 405.2
405.2 Reports to be made by registered government securities brokers and dealers.
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SECTION 405.3
405.3 Notification provisions for certain registered government securities brokers and dealers.
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SECTION 405.4
405.4 Financial recordkeeping and reporting of currency and foreign transactions by registered government securities brokers and dealers.
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SECTION 405.5
405.5 Risk assessment reporting requirements for registered government securities brokers and dealers.
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PART 420
PART 420 - LARGE POSITION REPORTING
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SECTION 420.1
420.1 Applicability.
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SECTION 420.2
420.2 Definitions.
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SECTION 420.3
420.3 Reporting.
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SECTION 420.4
420.4 Recordkeeping.
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SECTION 420.5
420.5 Applicability date.
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APPENDIX Appendix A
Appendix A to Part 420 - Separate Reporting Entity
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APPENDIX Appendix B
Appendix B to Part 420 - Sample Large Position Report
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PART 449
PART 449 - FORMS, SECTION 15C OF THE SECURITIES EXCHANGE ACT OF 1934
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SECTION 449.1
449.1 Form G-FIN, notification by financial institutions of status as government securities broker or dealer pursuant to section 15C(a)(1)(B)(i) of the Securities Exchange Act of 1934.
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SECTION 449.2
449.2 Form G-FINW, notification by financial institutions of cessation of status as government securities broker or dealer pursuant to section 15C(a)(1)(B)(i) of the Securities Exchange Act of 1934 and § 400.6 of this chapter.
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SECTION 449.3
449.3 Form G-FIN-4, notification by persons associated with financial institutions that are government securities brokers and dealers pursuant to section 15C(a)(1)(B)(i) of the Securities Exchange Act of 1934 and § 400.4 of this chapter.
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SECTION 449.4
449.4 Form G-FIN-5, notification of termination of association with a financial institution that is a government securities broker or dealer pursuant to section 15C(a)(1)(B)(i) of the Securities Exchange Act of 1934 and § 400.4 of this chapter.
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SECTION 449.5
449.5 Form G-405, information required of registered government securities brokers and dealers pursuant to section 15C of the Securities Exchange Act of 1934 and §§ 405.2 and 405.3 of this chapter.