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Committee approves securities bill to align state rules with national standards and streamline fee handling

INSURANCE & COMMERCE - SENATE · January 31, 2019
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Senators approved SB186, a securities department bill that updates the 'investment adviser' definition to match model acts, clarifies fee-handling and fund transfers for the securities department, and adds the department to a claimant list for certain tax offset mechanisms; staff said the changes speed processing of federal exemptions (Reg D) and will not remove disclosure obligations.

The Senate Insurance & Commerce Committee passed SB186 after a department presentation and member questions.

David Smith, general counsel for the Arkansas Securities Department, said the bill makes modest technical changes: it updates the definition of 'investment adviser' to align with the recent model act; it amends fund-handling…

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