Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto by the Chicago Board Options Exchange, Incorporated To Extend a Pilot Program and Eliminate the Rule Prohibiting Electronically Generated and Communicated Orders, 3404-3407 [E5-213]
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3404
Federal Register / Vol. 70, No. 14 / Monday, January 24, 2005 / Notices
rapid fire orders has been addressed
through systemic enhancements which,
according to ILA rules, automatically
cancel an ILA order if it can not be
immediately executed. Accordingly,
since the concerns behind the thirtysecond restriction never materialized,
and because systemic enhancements
have obviated the need for such a
restriction, the Exchange is seeking to
abolish the limitation. Moreover, the
Exchange believes that removing the
thirty-second restriction will encourage
more customers to utilize ILA, and
thereby have their orders immediately
executed, without the intervention of a
specialist.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the Act,4
in general, and Section 6(b)(5) 5 in
particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and is not designed to permit
unfair discrimination between
customers, brokers, or dealers, or to
regulate by virtue of any authority
matters not related to the administration
of the Exchange.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has designated the
proposed rule change as one that: (1)
Does not significantly affect the
protection of investors or the public
interest; (2) does not impose any
significant burden on competition; and
(3) does not become operative for 30
days from the date of filing, or such
shorter time as the Commission may
designate if consistent with the
protection of investors and the public
interest pursuant to Section 19(b)(3)(A)
4 15
U.S.C. 78f(b).
5 15 U.S.C. 78f(b)(5).
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of the Act 6 and Rule 19b–4(f)(6) 7
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 8 normally does not
become operative prior to thirty days
after the date of filing. However,
pursuant to Rule 19b–4(f)(6)(iii),9 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange seeks to have the
proposed rule change become operative
immediately so that it can eliminate a
restriction in its rules that is no longer
necessary.
The Commission, consistent with the
protection of investors and the public
interest, has determined to make the
proposed rule change effective as of the
date of this order.10 The Commission
believes that the proposal could
enhance the use of automatic executions
on the Exchange and may result in more
timely and orderly executions of orders.
At any time within 60 days of the
filing of such proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room. Copies of such filing also will be
available for inspection and copying at
the principal office of the BSE. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–BSE–2004–46 and should
be submitted on or before February 14,
2005.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.11
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5–212 Filed 1–21–05; 8:45 am]
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send E-mail to rulecomments@sec.gov. Please include File
Number SR–BSE–2004–46 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
• Send paper comments in triplicate
to Jonathan G. Katz, Secretary,
Securities and Exchange Commission,
450 Fifth Street, NW., Washington, DC
20549–0609.
All submissions should refer to File
Number SR–BSE–2004–46. This file
number should be included on the
6 15
7 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
8 Id.
CFR 240.19b–4(f)(6)(iii).
purposes of only accelerating the operative
date of this proposal, the Commission has
considered the rule’s impact on efficiency,
competition and capital formation. 15 U.S.C. 78c(f).
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9 17
10 For
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BILLING CODE 8010–01–P
[Release No. 34–51030; File No. SR–CBOE–
2004–91]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change and
Amendment No. 1 Thereto by the
Chicago Board Options Exchange,
Incorporated To Extend a Pilot
Program and Eliminate the Rule
Prohibiting Electronically Generated
and Communicated Orders
January 12, 2005.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that on December
29, 2004, the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’ or
‘‘Exchange’’) filed with the Securities
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\24JAN1.SGM
24JAN1
Federal Register / Vol. 70, No. 14 / Monday, January 24, 2005 / Notices
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. On January 7, 2005,
the Exchange filed Amendment No. 1 to
the proposed rule change.3 The
Exchange filed the proposal, as
amended, as a ‘‘non-controversial’’
proposed rule change pursuant to
Section 19(b)(3)(A)(iii) of the Act 4 and
Rule 19b–4(f)(6) thereunder.5 The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to extend the
pilot program in CBOE Rule 6.13
relating to market maker access to the
Exchange’s automatic execution system
and to eliminate CBOE Rule 6.8A
prohibiting the electronic generation
and communication of orders.
Below is the text of the proposed rule
change. Proposed additions are
italicized; proposed deletions are
[bracketed].
Rules of the Chicago Board Options
Exchange
*
*
*
*
*
Rule 6.8A. [Electronically Generated
and Communicated Orders] Reserved
[(a) Members may not enter, nor
permit the entry of, orders into the
Exchange’s Order Routing System if
those orders are created and
communicated electronically without
manual input (i.e., order entry must
involve manual input such as entering
the terms of an order into an order-entry
screen or manually selecting a displayed
order against which an off-setting order
should be sent), and if such orders are
eligible for execution on RAES at the
time they are sent. Nothing in this
paragraph, however, prohibits members
from electronically communicating to
the Exchange orders manually entered
by customers into front-end
communication systems (e.g., Internet
gateways, online networks, etc.). An
order is eligible for execution on RAES
if:
(1) Its size is equal to or less than the
maximum RAES order size for the
particular series;
(2) For public customer orders, the
order is marketable or is tradable
3 See Form 19b–4 dated January 7, 2005
(‘‘Amendment No. 1’’). Amendment No. 1 made
minor revisions to Item 7 of the proposed rule
change as originally filed.
4 15 U.S.C. 78s(b)(3)(A)(iii).
5 17 CFR 240.19b–4(f)(6).
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18:04 Jan 21, 2005
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pursuant to the RAES auto step-up
feature at the time it is sent; or for
broker-dealer orders, the order is
otherwise submitted in accordance with
Interpretation .01 of Rule 6.8; and
(3) If the order has either no
contingency or has a contingency that is
accepted for execution by the RAES
system.
A marketable order is a market order
or a limit order where the specified
price to sell is below or at the current
bid, or if to buy is above or at the
current offer. An order is tradable
pursuant to the RAES auto step-up
feature if the appropriate Floor
Procedure Committee has designated
the class as an automatic step-up class
and if the National Best Bid or Offer for
the particular series is reflected by the
current best bid or offer in another
market by no more than the step-up
amount as defined in Interpretation .02
of Rule 6.8.
(b) The Exchange’s Order Routing
System (‘‘ORS’’) is the Exchange’s
electronic order routing and delivery
system which routes orders to the
Exchange’s automatic and electronic
execution systems and to other
Exchange systems, such as handheld
terminals and trade match systems. The
ORS also delivers electronic fill reports
and order status reports.]
Rule 6.13. CBOE Hybrid System’s
Automatic Execution Feature
(a) No change.
(b) Automatic Execution.
(i) * * *
(A)–(B) No change.
(C) Access:
(i)–(ii) No Change.
(iii) 15-Second Limitation: With
respect to orders eligible for submission
pursuant to paragraph (b)(i)(C)(ii),
members shall neither enter nor permit
the entry of multiple orders on the same
side of the market in an option class
within any 15-second period for an
account or accounts of the same
beneficial owner. The appropriate FPC
may shorten the duration of this 15second period by providing notice to the
membership via a Regulatory Circular
that is issued at least one day prior to
implementation. The effectiveness of
this rule shall terminate on [January 12,
2005] October 12, 2005.
*
*
*
*
*
(ii)–(iv) No change.
(c) * * *
(i) No change.
(ii) * * *
(A) No change.
(B) [Electronic generation and
communication of orders in violation of
Rule 6.8A by non-trading crowd
participants.]
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3405
[(C)] Effecting transactions that
constitute manipulation as provided in
Rule 4.7 and Exchange Act Rule 10b–5.
(d)–(e) No change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Commission in 2004 approved on
a pilot basis CBOE Rule 6.13(b)(i)(C)(iii)
relating to the frequency with which
certain market participants could
submit orders for execution through the
Exchange’s Hybrid Trading System.6
Rule 6.13(b)(i)(C)(iii) provides in
relevant part:
(iii) 15-Second Limitation: With respect to
orders eligible for submission pursuant to
paragraph (b)(i)(C)(ii), members shall neither
enter nor permit the entry of multiple orders
on the same side of the market in an option
class within any 15-second period for an
account or accounts of the same beneficial
owner. The appropriate FPC may shorten the
duration of this 15-second period by
providing notice to the membership via a
Regulatory Circular that is issued at least one
day prior to implementation. The
effectiveness of this rule shall terminate on
January 12, 2005. * * *
Upon approval of CBOE Rule
6.13(b)(i)(C)(iii), the Exchange began
allowing orders from options market
makers to be eligible for automatic
execution, subject to the 15-second
limitation described above. As the pilot
period is scheduled to expire on January
12, 2005, the Exchange proposes to
extend the pilot program for a ninemonth period. The Exchange believes
that the pilot program has been
successful in attracting market maker
volume to the Exchange. In this regard,
the Exchange represents that during
November 2004, the number of average
6 See Securities Exchange Act Release No. 50005
(July 12, 2004), 69 FR 43032 (July 19, 2004) (SR–
CBOE–2004–33).
E:\FR\FM\24JAN1.SGM
24JAN1
3406
Federal Register / Vol. 70, No. 14 / Monday, January 24, 2005 / Notices
daily transactions involving options
market maker orders submitted through
the Exchange’s Order Routing System
(‘‘ORS’’) increased more than 300%
compared to pre-pilot period
transactions, and the average daily
volume involving options market maker
orders submitted through the
Exchange’s ORS almost doubled when
compared to pre-pilot period volume.
The Exchange notes that given the early
success of the pilot program, the
Exchange proposes to extend the pilot
program’s duration nine months, until
October 12, 2005.
The Exchange also proposes to delete
CBOE Rule 6.8A, Electronically
Generated and Communicated Orders,
and all other existing references to
CBOE Rule 6.8A. When the Exchange
adopted CBOE Rule 6.13(b)(i)(C)(iii),
CBOE market makers and Designated
Primary Market Makers (DPMs) did not
have the protections available to them
that they have today to prevent the
rapid influx of orders. For this reason,
CBOE Rule 6.8A when adopted was
necessary to prevent excessive
exposure. Today, market makers have
the ability to manage their exposure
more quickly and efficiently, thereby
obviating the need for the CBOE Rule
6.8A.7
2. Statutory Basis
The Exchange believes that the
extension of the pilot program will
allow the Exchange to continue to
provide auto-ex access to all options
market makers, and that elimination of
the electronic generation of orders
prohibition will enhance access to the
Exchange. Accordingly, the Exchange
believes the proposed rule change is
consistent with the Act 8 and the rules
and regulations under the Act
applicable to a national securities
exchange and, in particular, the
requirements of Section 6(b) of the Act.9
Specifically, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 10 requirements that
the rules of an exchange be designed to
promote just and equitable principles of
trade, to prevent fraudulent and
manipulative acts and, in general, to
protect investors and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposal.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing rule does not (i)
significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
for 30 days from the date on which it
was filed, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest, provided that the selfregulatory organization has given the
Commission written notice of its intent
to file the proposed rule change at least
five business days prior to the date of
filing of the proposed rule change or
such shorter time as designated by the
Commission, the proposed rule change
has become effective pursuant to
Section 19(b)(3)(A) of the Act 11 and
Rule 19b–4(f)(6) thereunder.12 At any
time within 60 days of the filing of such
proposed rule change, the Commission
may summarily abrogate such rule
change if it appears to the Commission
that such action is necessary or
appropriate in the public interest, for
the protection of investors, or otherwise
in furtherance of the purposes of the
Act.13
The Exchange has requested that the
Commission waive the 30-day operative
delay under Rule 19b–4(f)(6)(iii).14 The
Commission believes that the waiver of
the 30-day operative delay is consistent
with the protection of investors and the
public interest. Acceleration of the 30day operative period delay would allow
the pilot program to continue
uninterrupted and would remove
immediately the restriction on the entry
into the Exchange’s ORS of
11 15
7 In
this regard, the Exchange notes that the
Philadelphia Stock Exchange eliminated its
electronic generation rule in 2003. See Securities
Exchange Act Release No. 48648 (October 16, 2003),
68 FR 60762 (October 23, 2003) (SR–Phlx–2003–
37).
8 15 U.S.C. 78a et seq.
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(5).
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18:04 Jan 21, 2005
Jkt 205001
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
13 For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change under Section
19(b)(3)(C) of the Act, the Commission considers
that period to commence on January 7, 2005, the
date the Exchange filed Amendment No. 1 to the
proposed rule change. See 15 U.S.C. 78s(b)(3)(C).
14 17 CFR 240.19b–4(f)(6)(iii).
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12 17
Frm 00052
Fmt 4703
Sfmt 4703
electronically generated and
communicated orders.15 For this reason,
the Commission designates this
proposal to be operative upon filing
with the Commission.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–CBOE–2004–91 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Jonathan G. Katz, Secretary,
Securities and Exchange Commission,
450 Fifth Street, NW., Washington, DC
20549–0609.
All submissions should refer to File
Number SR–CBOE–2004–91. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room. Copies of the filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–CBOE–2004–91 and should
15 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
E:\FR\FM\24JAN1.SGM
24JAN1
Federal Register / Vol. 70, No. 14 / Monday, January 24, 2005 / Notices
3407
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B and C below, of
the most significant aspects of such
statements.
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
BILLING CODE 8010–01–P
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
No written comments were solicited
or received with respect to the proposed
rule change.
SECURITIES AND EXCHANGE
COMMISSION
1. Purpose
be submitted on or before February 14,
2005.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.16
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5–213 Filed 1–21–05; 8:45 am]
[Release No. 34–51027; File No. SR–CBOE–
2005–07]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by the
Chicago Board Options Exchange,
Inc., Relating to Fees for Transactions
in Options on the Standard & Poor’s
Depository Receipts
January 12, 2005.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on January
11, 2005, the Chicago Board Options
Exchange, Inc. (‘‘Exchange’’ or ‘‘CBOE’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to amend
its Fee Schedule to establish fees for
transactions in options on the Standard
& Poor’s Depository Receipts
(‘‘SPDRs’’). The text of the proposed
rule change is available on CBOE’s Web
site (https://www.cboe.org/legal/), at
CBOE’s Office of the Secretary, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
16 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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18:04 Jan 21, 2005
Jkt 205001
The Exchange proposes to amend its
Fee Schedule to establish fees for
transactions in options on SPDRs.
The transaction fee for customer
orders in options on SPDRs will be $.15
per contract.3 All other transaction fees
for options on SPDRs will be equal to
the transaction fees currently applied to
options on the Nasdaq-100 Index
Tracking Stock (‘‘QQQ’’). Specifically,
market-maker and DPM transaction fees
will be $.24 per contract, member firm
proprietary transaction fees will be $.20
for facilitation of customer orders and
$.24 for non-facilitation orders, brokerdealer transaction fees will be $.25 per
contract, non-member market-maker
transaction fees will be $.26 per
contract, and linkage fees will be $.24
per contract.
As per the current CBOE Fee
Schedule, the floor brokerage fee for
options on SPDRs will be $.04 per
contract and $.02 per contract for
crossed orders. The RAES Access Fee
will not apply as options on SPDRs will
trade on the Exchange’s Hybrid Trading
System. The $.22 marketing fee will
apply to market-maker, DPM and e–
DPM transactions in options on SPDRs.4
The proposed rule change is intended
to establish fees for CBOE’s options on
SPDRs that are competitive with the fees
charged by other exchanges for
transactions in options on SPDRs.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with Section
6(b)(4) of the Act,5 in that it provides for
the equitable allocation of reasonable
dues, fees and other charges among its
members and other persons using its
facilities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
3 Under the current CBOE Fee Schedule, the
customer transaction fee for all options on
exchange-traded funds (other than QQQ and DIA
options) is $.15 per contract.
4 See File No. SR–CBOE–2005–05.
5 15 U.S.C. 78f(b)(4).
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Fmt 4703
Sfmt 4703
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing rule change
establishes or changes a due, fee or
other charge imposed by the Exchange,
it has become effective pursuant to
Section 19(b)(3)(A)(ii) of the Act 6 and
Rule 19b–4(f)(2) 7 thereunder. At any
time within 60 days of the filing of the
proposed rule change, the Commission
may summarily abrogate such rule
change if it appears to the Commission
that such action is necessary or
appropriate in the public interest, for
the protection of investors, or otherwise
in furtherance of the purposes of the
Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an E-mail to rulecomments@sec.gov. Please include File
No. SR–CBOE–2005–07 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Jonathan G. Katz, Secretary,
Securities and Exchange Commission,
450 Fifth Street, NW., Washington, DC
20549–0609.
All submissions should refer to File
Number SR–CBOE–2005–07. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commissions
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
6 15
7 17
E:\FR\FM\24JAN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
CFR 19b–4(f)(2).
24JAN1
Agencies
[Federal Register Volume 70, Number 14 (Monday, January 24, 2005)]
[Notices]
[Pages 3404-3407]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E5-213]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-51030; File No. SR-CBOE-2004-91]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto by
the Chicago Board Options Exchange, Incorporated To Extend a Pilot
Program and Eliminate the Rule Prohibiting Electronically Generated and
Communicated Orders
January 12, 2005.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 \2\ thereunder, notice is hereby given
that on December 29, 2004, the Chicago Board Options Exchange,
Incorporated (``CBOE'' or ``Exchange'') filed with the Securities
[[Page 3405]]
and Exchange Commission (``Commission'') the proposed rule change as
described in Items I and II below, which Items have been prepared by
the Exchange. On January 7, 2005, the Exchange filed Amendment No. 1 to
the proposed rule change.\3\ The Exchange filed the proposal, as
amended, as a ``non-controversial'' proposed rule change pursuant to
Section 19(b)(3)(A)(iii) of the Act \4\ and Rule 19b-4(f)(6)
thereunder.\5\ The Commission is publishing this notice to solicit
comments on the proposed rule change, as amended, from interested
persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Form 19b-4 dated January 7, 2005 (``Amendment No. 1'').
Amendment No. 1 made minor revisions to Item 7 of the proposed rule
change as originally filed.
\4\ 15 U.S.C. 78s(b)(3)(A)(iii).
\5\ 17 CFR 240.19b-4(f)(6).
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to extend the pilot program in CBOE Rule 6.13
relating to market maker access to the Exchange's automatic execution
system and to eliminate CBOE Rule 6.8A prohibiting the electronic
generation and communication of orders.
Below is the text of the proposed rule change. Proposed additions
are italicized; proposed deletions are [bracketed].
Rules of the Chicago Board Options Exchange
* * * * *
Rule 6.8A. [Electronically Generated and Communicated Orders] Reserved
[(a) Members may not enter, nor permit the entry of, orders into
the Exchange's Order Routing System if those orders are created and
communicated electronically without manual input (i.e., order entry
must involve manual input such as entering the terms of an order into
an order-entry screen or manually selecting a displayed order against
which an off-setting order should be sent), and if such orders are
eligible for execution on RAES at the time they are sent. Nothing in
this paragraph, however, prohibits members from electronically
communicating to the Exchange orders manually entered by customers into
front-end communication systems (e.g., Internet gateways, online
networks, etc.). An order is eligible for execution on RAES if:
(1) Its size is equal to or less than the maximum RAES order size
for the particular series;
(2) For public customer orders, the order is marketable or is
tradable pursuant to the RAES auto step-up feature at the time it is
sent; or for broker-dealer orders, the order is otherwise submitted in
accordance with Interpretation .01 of Rule 6.8; and
(3) If the order has either no contingency or has a contingency
that is accepted for execution by the RAES system.
A marketable order is a market order or a limit order where the
specified price to sell is below or at the current bid, or if to buy is
above or at the current offer. An order is tradable pursuant to the
RAES auto step-up feature if the appropriate Floor Procedure Committee
has designated the class as an automatic step-up class and if the
National Best Bid or Offer for the particular series is reflected by
the current best bid or offer in another market by no more than the
step-up amount as defined in Interpretation .02 of Rule 6.8.
(b) The Exchange's Order Routing System ( ``ORS'') is the
Exchange's electronic order routing and delivery system which routes
orders to the Exchange's automatic and electronic execution systems and
to other Exchange systems, such as handheld terminals and trade match
systems. The ORS also delivers electronic fill reports and order status
reports.]
Rule 6.13. CBOE Hybrid System's Automatic Execution Feature
(a) No change.
(b) Automatic Execution.
(i) * * *
(A)-(B) No change.
(C) Access:
(i)-(ii) No Change.
(iii) 15-Second Limitation: With respect to orders eligible for
submission pursuant to paragraph (b)(i)(C)(ii), members shall neither
enter nor permit the entry of multiple orders on the same side of the
market in an option class within any 15-second period for an account or
accounts of the same beneficial owner. The appropriate FPC may shorten
the duration of this 15-second period by providing notice to the
membership via a Regulatory Circular that is issued at least one day
prior to implementation. The effectiveness of this rule shall terminate
on [January 12, 2005] October 12, 2005.
* * * * *
(ii)-(iv) No change.
(c) * * *
(i) No change.
(ii) * * *
(A) No change.
(B) [Electronic generation and communication of orders in violation
of Rule 6.8A by non-trading crowd participants.]
[(C)] Effecting transactions that constitute manipulation as
provided in Rule 4.7 and Exchange Act Rule 10b-5.
(d)-(e) No change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Commission in 2004 approved on a pilot basis CBOE Rule
6.13(b)(i)(C)(iii) relating to the frequency with which certain market
participants could submit orders for execution through the Exchange's
Hybrid Trading System.\6\ Rule 6.13(b)(i)(C)(iii) provides in relevant
part:
\6\ See Securities Exchange Act Release No. 50005 (July 12,
2004), 69 FR 43032 (July 19, 2004) (SR-CBOE-2004-33).
(iii) 15-Second Limitation: With respect to orders eligible for
submission pursuant to paragraph (b)(i)(C)(ii), members shall
neither enter nor permit the entry of multiple orders on the same
side of the market in an option class within any 15-second period
for an account or accounts of the same beneficial owner. The
appropriate FPC may shorten the duration of this 15-second period by
providing notice to the membership via a Regulatory Circular that is
issued at least one day prior to implementation. The effectiveness
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of this rule shall terminate on January 12, 2005. * * *
Upon approval of CBOE Rule 6.13(b)(i)(C)(iii), the Exchange began
allowing orders from options market makers to be eligible for automatic
execution, subject to the 15-second limitation described above. As the
pilot period is scheduled to expire on January 12, 2005, the Exchange
proposes to extend the pilot program for a nine-month period. The
Exchange believes that the pilot program has been successful in
attracting market maker volume to the Exchange. In this regard, the
Exchange represents that during November 2004, the number of average
[[Page 3406]]
daily transactions involving options market maker orders submitted
through the Exchange's Order Routing System (``ORS'') increased more
than 300% compared to pre-pilot period transactions, and the average
daily volume involving options market maker orders submitted through
the Exchange's ORS almost doubled when compared to pre-pilot period
volume. The Exchange notes that given the early success of the pilot
program, the Exchange proposes to extend the pilot program's duration
nine months, until October 12, 2005.
The Exchange also proposes to delete CBOE Rule 6.8A, Electronically
Generated and Communicated Orders, and all other existing references to
CBOE Rule 6.8A. When the Exchange adopted CBOE Rule 6.13(b)(i)(C)(iii),
CBOE market makers and Designated Primary Market Makers (DPMs) did not
have the protections available to them that they have today to prevent
the rapid influx of orders. For this reason, CBOE Rule 6.8A when
adopted was necessary to prevent excessive exposure. Today, market
makers have the ability to manage their exposure more quickly and
efficiently, thereby obviating the need for the CBOE Rule 6.8A.\7\
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\7\ In this regard, the Exchange notes that the Philadelphia
Stock Exchange eliminated its electronic generation rule in 2003.
See Securities Exchange Act Release No. 48648 (October 16, 2003), 68
FR 60762 (October 23, 2003) (SR-Phlx-2003-37).
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2. Statutory Basis
The Exchange believes that the extension of the pilot program will
allow the Exchange to continue to provide auto-ex access to all options
market makers, and that elimination of the electronic generation of
orders prohibition will enhance access to the Exchange. Accordingly,
the Exchange believes the proposed rule change is consistent with the
Act \8\ and the rules and regulations under the Act applicable to a
national securities exchange and, in particular, the requirements of
Section 6(b) of the Act.\9\ Specifically, the Exchange believes the
proposed rule change is consistent with the Section 6(b)(5) \10\
requirements that the rules of an exchange be designed to promote just
and equitable principles of trade, to prevent fraudulent and
manipulative acts and, in general, to protect investors and the public
interest.
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\8\ 15 U.S.C. 78a et seq.
\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposal.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing rule does not (i) significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest, provided that the self-regulatory organization
has given the Commission written notice of its intent to file the
proposed rule change at least five business days prior to the date of
filing of the proposed rule change or such shorter time as designated
by the Commission, the proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \11\ and Rule 19b-4(f)(6)
thereunder.\12\ At any time within 60 days of the filing of such
proposed rule change, the Commission may summarily abrogate such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.\13\
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6).
\13\ For purposes of calculating the 60-day period within which
the Commission may summarily abrogate the proposed rule change under
Section 19(b)(3)(C) of the Act, the Commission considers that period
to commence on January 7, 2005, the date the Exchange filed
Amendment No. 1 to the proposed rule change. See 15 U.S.C.
78s(b)(3)(C).
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The Exchange has requested that the Commission waive the 30-day
operative delay under Rule 19b-4(f)(6)(iii).\14\ The Commission
believes that the waiver of the 30-day operative delay is consistent
with the protection of investors and the public interest. Acceleration
of the 30-day operative period delay would allow the pilot program to
continue uninterrupted and would remove immediately the restriction on
the entry into the Exchange's ORS of electronically generated and
communicated orders.\15\ For this reason, the Commission designates
this proposal to be operative upon filing with the Commission.
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\14\ 17 CFR 240.19b-4(f)(6)(iii).
\15\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. 15 U.S.C. 78c(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-CBOE-2004-91 on the subject line.
Paper Comments
Send paper comments in triplicate to Jonathan G. Katz,
Secretary, Securities and Exchange Commission, 450 Fifth Street, NW.,
Washington, DC 20549-0609.
All submissions should refer to File Number SR-CBOE-2004-91. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room. Copies of the
filing also will be available for inspection and copying at the
principal office of the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-CBOE-2004-91 and should
[[Page 3407]]
be submitted on or before February 14, 2005.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5-213 Filed 1-21-05; 8:45 am]
BILLING CODE 8010-01-P