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OCC Gratified By Changes To DOL Fiduciary Rule That Benefit Users Of Listed Options - Remains Focused On Whether Rule Limits Options Education Provided By Firms

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OCC, the world’s largest equity derivatives clearing organization and a leader of the U.S. Securities Markets Coalition, said today that it is gratified that the Department of Labor’s final fiduciary rule appropriately moved away from limiting the ability of investors to hold listed options in their retirement accounts.   However, OCC continues to review the final rule to determine whether it may inappropriately limit options education provided by firms to their retirement customers.

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