Regulatory Alerts2025-12-19 | SR 25-6SR 25-6: Status of Certain Investment Funds and their Portfolio Investments for Purposes of Regulation O and Reporting Requirements under Part 363 of FDIC Regulations
The Federal Reserve Board extends a no-action position allowing banks and asset managers to bypass Regulation O restrictions and FDIC reporting requirements for certain credit extensions to fund-related interests. This guidance applies to principal shareholders that are asset managers, provided they satisfy conditions demonstrating a lack of control over the bank. The statement remains effective until January 1, 2027, or until a final rule revising Regulation O takes effect, whichever occurs first.
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