SEQ 001
MSG=ADMIN
Fee Schedule
CT Plan Fees
Fee Schedule
The complete CT Plan Fee Schedule for Tapes A, B and C, approved by the SEC on June 2026 and effective from the Operative Date.
Fees Effective from CT Plan Operative Date
Replaces CTA + UTP Fees with one single fee schedule
- Scope
- Tapes A · B · C
- Operative Date (Planned)
- APR 01 2027
SEQ 002
MSG=ADMIN
Fee Summary
A summary of fee changes
CT Plan fees become effective from Operative date above.
| Topic | Before: Legacy CTA & UTP Plans | New: CT Plan |
|---|---|---|
| Professional display fees | Before · CTA + UTPTape A tiered $45 / $27 / $23 / $19 per device; Tape B $23; Tape C $24 | New · CT PlanTape A is a single flat $26 — a cut for the vast majority of firms; Tapes B and C unchanged |
| Non-Professional fees | Before · CTA + UTPFlat $1.00 per person per Tape | New · CT PlanSliding scale from $0.90 down to $0.25 — lower at every tier, with deeper discounts at scale |
| Legacy Tape C fees | Before · CTA + UTPDelayed redistributor fee, delayed annual administrative fee, voice-response port fee, single-security Derived Data fee liability | New · CT PlanAll eliminated |
SEQ 003
MSG=ADMIN
Professional Fees
Professional usage fees
Tape A: four legacy Professional tiers collapse into a single flat rate of $26 per user, aligned with Tapes B and C. Because the majority of firms today pay $45 or $27 per device on Tape A, most customers will see their aggregate Tape A Professional fees reduced. Per Quote pricing is unchanged at $0.0075, now with a uniform definition and monthly caps at the applicable Professional or Non-Professional rate on every Tape.
| Tape | Legacy monthly fee per Professional | CT Plan monthly fee |
|---|---|---|
| Tape A | Legacy$45 / $27 / $23 / $19 (four tiers) | CT Plan$26 flat |
| Tape B | Legacy$23 | CT Plan$23 (unchanged) |
| Tape C | Legacy$24 | CT Plan$24 (unchanged) |
SEQ 004
MSG=ADMIN
Non-Professional Fees
Non-Professional usage fees
The flat $1.00 Non-Professional fee is replaced by a sliding scale on every Tape — so every firm pays less from the first subscriber, and discounts deepen as your usage grows. The scale works like tax brackets: each tier’s rate applies only to the portion of your Non-Professional base within that tier.
| Individuals engaged in Non-Professional Use | CT Plan fee per individual | vs. legacy $1.00 flat |
|---|---|---|
| 1 – 2,000 | CT Plan$0.90 | vs. legacy $1.0010% lower |
| 2,001 – 50,000 | CT Plan$0.75 | vs. legacy $1.0025% lower |
| 50,001 – 250,000 | CT Plan$0.60 | vs. legacy $1.0040% lower |
| 250,001 – 1,000,000 | CT Plan$0.40 | vs. legacy $1.0060% lower |
| 1,000,001 + | CT Plan$0.25 | vs. legacy $1.0075% lower |
SEQ 005
MSG=ADMIN
Fee Simplification
Simplification
CT Plan Fees were further simplified by eliminating a number of fees:
SEQ 006
MSG=ADMIN
Enterprise & Other Fees
Enterprise fees
All three Tapes maintain an Enterprise Cap on Non-Professional fees: $648,000 for Tapes A and C, and $490,000 for Tape B. The caps are now consistent in scope — Non-Professional usage only, as Tape C always was and the Tape A and B cap levels were reduced (from $686,400 and $520,000) specifically to offset the removal of Professional Usage from those caps.
Other fees
The remaining differences between the legacy schedules have been reconciled into a single, predictable structure. Broadcast fees now follow one simple household-based rate schedule on every Tape (adopting the Tape C-style rates, with a definition updated for internet-era distribution), replacing three different television rate cards, minimums and ticker maximums. The Multiple Feed Charge ($200) and the Late/Clearly Erroneous Reporting Charge ($2,500) apply uniformly across all Tapes.
SEQ 007
MSG=SUB
Subscribe
Join the Mailing List.
Updates on the transition, changes to CT Plan Policies, Agreements and administration procedures delivered straight to your inbox.
You’re on the list.
Thanks for registering — we’ll keep you up to date as the transition progresses.