-Caveat Lector-

SEC Votes to Shut Down
Brokerage Firms Unprepared for Y2K
1.28 p.m. ET (1728 GMT) July 27, 1999 Reuters

WASHINGTON � Federal securities regulators will go to court starting Dec. 1
to shut down brokerage firms that are not ready for the Year 2000, under
new rules adopted Tuesday.

The Securities and Exchange Commission voted, 5-0, to approve the rules.
They set a target date of Aug. 31 for brokerage firms to complete their
Year 2000 compliance efforts but allow additional time for unprepared firms
to show that they will be ready no later than Nov. 15.

"Any firm that cannot achieve Y2K compliance in a timely fashion will be
required to cease doing business by Dec. 1," SEC Chairman Arthur Levitt
said before the vote.

"A few firms' lack of readiness could have adverse consequences for
countless others," Levitt said.

"We simply cannot allow firms to continue to operate if they threaten the
integrity of the system, or if they are not able to assure customers'
access to their funds and securities."

Richard Walker, the agency's enforcement director, said the regulators
would go into federal courts starting Dec. 1 seeking injunctions forcing
the unprepared brokerage firms to cease operations and notify their
customers.

He said the regulators expect they will only have to go after "a few"
problem firms.

The SEC estimates that only 1 percent or so of the 3,900 brokerage firms
covered by the new rules will be unprepared for the millennial date change.


Concerns about the Jan. 1, 2000, date stem from the fact that some computer
systems may read only the last two digits of a four-digit year and
interpret the year 2000 as 1900, potentially wreaking havoc on financial
transactions.

The new rules also apply to the 600 or so transfer agents that are not
banks. Transfer agents are responsible for keeping records of shareholders
of corporations and for issuing or canceling stock certificates when shares
are bought and sold.

The SEC has said failure of transfer agents to anticipate and fix Year 2000
computer problems could seriously disrupt corporations' dividend payments
and other transactions with their shareholders.
The market watchdog agency also requires mutual fund companies and publicly
traded corporations to disclose their readiness.

In the federal government's first major enforcement action related to the
Year 2000 problem, the SEC charged 37 relatively small brokerage firms last
October with failing to fully disclose the state of their computer
readiness. Some of the firms agreed to settle the charges by promising to
refrain from such violations in the future, being censured and paying civil
penalties ranging from $5,000 to $25,000.

In January, the SEC accused nine transfer agents of allegedly failing to
adequately disclose their readiness. Five of the agent companies settled
the charges and four contested them.

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