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New SEC Interpretation of Section 28(e) for Soft Dollars

ROGER D. BLANC (Partner at Willkie Farr & Gallagher in New York, NY)

Journal of Investment Compliance

ISSN: 1528-5812

Article publication date: 1 January 2002

30

Abstract

This is an analysis of the December 2001 interpretive release concerning the soft‐dollar “safe harbor” under 28(e) of the Securities Exchange Act of 1934. The article examines the interpretation as it applies to asset managers in connection with the allocation of brokerage on a “soft dollar” basis.

Citation

BLANC, R.D. (2002), "New SEC Interpretation of Section 28(e) for Soft Dollars", Journal of Investment Compliance, Vol. 2 No. 3, pp. 55-57. https://doi.org/10.1108/eb045919

Publisher

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MCB UP Ltd

Copyright © 2002, MCB UP Limited

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