Publication Date
2025-12-12
effective date
2026-01-01
jurisdiction
Oregon is Updating Licensing and Renewal Fees for Securities Division

Effective January 1, 2026, Oregon will increase its filing and renewal fees for investment companies and for agents.

  •  Investment company - Initial and renewal filing fee is now $500
  • Broker-dealer - Initial and renewal filing fee is now $250
  • State Investment Adviser - Initial and renewal filing fee is now $200
  • Federal Covered Investment Adviser - Initial and renewal filing fee is now $200

Please see the attachment for more updated fee's

AgentSync Actions
Our compliance experts are constantly searching for and analyzing industry updates. Their findings are then recorded in the Regulatory Updates section of the Compliance Library to explain how the update impacts the insurance industry. If a change impacts an AgentSync product, this will be highlighted to inform you that the product is being updated to ensure you remain in compliance.
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This update has been reviewed by AgentSync compliance experts for industry impact and necessary automation in the AgentSync platform.
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Fees

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