Self-Regulatory Organizations; Chicago Board Options Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto Relating to Transaction Fees for Options on the Mini-Nasdaq-100 Index and Options on the Nasdaq-100 Index, 12917-12919 [E5-1153]
Download as PDF
Federal Register / Vol. 70, No. 50 / Wednesday, March 16, 2005 / Notices
the requirements of Section 6(b)(5)
thereunder.17 The proposed rule
change, as amended, would facilitate
the listing and trading of options on
certain types of narrow-based securities
indexes on the Exchange for the benefit
Electronic Comments
of its members and their customers,
• Use the Commission’s Internet
specifically those that are calculated
comment form (https://www.sec.gov/
using the modified capitalizationrules/sro.shtml); or
weighted methodology and otherwise
• Send an e-mail to rulemeet all applicable generic listing
comments@sec.gov. Please include File
standards under CBOE Rule 24.2(b). The
Number SR–CBOE–2005–08 on the
Commission also notes that the
subject line.
modified capitalization-weighted
Paper Comments
methodology is an established method
• Send paper comments in triplicate
for calculating securities indexes,
to Jonathan G. Katz, Secretary,
including the Nasdaq 100 index, and
Securities and Exchange Commission,
has been approved, pursuant to Rule
450 Fifth Street, NW., Washington, DC
19b–4(e) under the Act,18 as a generic
20549–0609.
listing standard for index-based
All submissions should refer to File
securities.19 Accordingly, the
Number SR–CBOE–2005–08. This file
Commission believes that approving
number should be included on the
subject line if e-mail is used. To help the this proposed rule change, as amended,
would promote a fair, orderly, and
Commission process and review your
competitive options market.
comments more efficiently, please use
only one method. The Commission will
The Exchange has requested that this
post all comments on the Commission’s proposed rule change, as amended, be
Internet Web site (https://www.sec.gov/
given accelerated effectiveness pursuant
rules/sro.shtml). Copies of the
to Section 19(b)(2) of the Act.20 The
submission, all subsequent
Commission finds good cause for
amendments, all written statements
approving this proposed rule change, as
with respect to the proposed rule
amended, prior to the thirtieth day after
change that are filed with the
the date of publication of notice thereof
Commission, and all written
in the Federal Register. The
communications relating to the
Commission believes that accelerating
proposed rule change between the
the effectiveness of the proposed rule
Commission and any person, other than
change, as amended, would facilitate
those that may be withheld from the
the availability of additional investment
public in accordance with the
choices to investors. In addition, the
provisions of 5 U.S.C. 552, will be
Commission notes that it has previously
available for inspection and copying in
approved the modified market
the Commission’s Public Reference
Room. Copies of such filing also will be capitalization methodology in generic
listing standards for other derivative
available for inspection and copying at
products. Accordingly, the Commission
the principal office of the CBOE. All
believes that there is good cause,
comments received will be posted
consistent with Sections 6(b)(5) and
without change; the Commission does
19(b)(2) of the Act,21 to approve the
not edit personal identifying
proposal, as amended, on an accelerated
information from submissions. You
basis.
should submit only information that
you wish to make available publicly. All
V. Conclusion
submissions should refer to File
Number SR–CBOE–2005–08 and should
It is therefore ordered, pursuant to
be submitted by April 6, 2005.
Section 19(b)(2) of the Act,22 that the
proposed rule change, as amended, (SR–
IV. Commission’s Findings and Order
CBOE–2005–10) is hereby approved on
Granting Accelerated Approval of
an accelerated basis.
Proposed Rule Change
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
The Commission finds that the
proposed rule change, as amended, is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange,16 and, in particular,
16 In approving this rule, the Commission notes
that it has considered its impact on efficiency,
competition and capital formation. 15 U.S.C. 78c(f).
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16:45 Mar 15, 2005
Jkt 205001
U.S.C. 78f(b)(5).
CFR 240.19b–4(e).
19 See Securities Exchange Act Release Nos.
51256 (February 25, 2005), 70 FR 10447 (March 3,
2005); 49932 (June 28, 2004), 69 FR 40994 (July 7,
2004) (Order approving the CBOE’s micro narrowbased securities index generic listing standards).
20 15 U.S.C. 78s(b)(2).
21 15 U.S.C. 78f(b)(5) and 78s(b)(2).
22 15 U.S.C. 78s(b)(2).
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17 15
18 17
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12917
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.23
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5–1141 Filed 3–15–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–51351; File No. SR–CBOE–
2005–14]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Inc.; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change and Amendment No. 1 Thereto
Relating to Transaction Fees for
Options on the Mini-Nasdaq-100 Index
and Options on the Nasdaq-100 Index
March 9, 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
31, 2005, the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by CBOE. On March 2, 2005, CBOE
amended the proposed rule change
(‘‘Amendment No. 1’’).3 The proposed
rule change, as amended, has been filed
by CBOE as a non-controversial filing
pursuant to Section 19(b)(3)(A) of the
Act,4 and Rule 19b–4(f)(6) thereunder,5
which renders the proposal effective
upon filing with the Commission.6 The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
parties.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
CBOE proposes to amend its Fee
Schedule relating to transaction fees for
options on the Mini-Nasdaq-100 Index
(‘‘MNX’’) and the Nasdaq-100 Index
(‘‘NDX’’). The text of the proposed rule
23 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 In Amendment No. 1, the Exchange changed the
basis under Rule 19b–4 for filing the proposed rule
change from paragraph (f)(2) to paragraph (f)(6) of
Rule 19b–4 and made certain clarifying changes.
4 15 U.S.C. 78s(b)(3)(A).
5 17 CFR 240.19b–4(f)(6).
6 The Exchange requested the Commission to
waive the five-day pre-filing notice requirement and
the 30-day operative delay, as specified in Rule
19b–4(f)(6)(iii). 17 CFR 240.19b–4(f)(6)(iii).
1 15
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12918
Federal Register / Vol. 70, No. 50 / Wednesday, March 16, 2005 / Notices
change is available on the CBOE Web
site (https://www.cboe.com), at the Office
of the Secretary, CBOE, and at the
Commission.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CBOE 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. CBOE 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 Exchange proposes to amend its
Fee Schedule to amend certain
transaction fees for MNX and NDX
options and to expand the application of
the license fee that is currently charged
to the MNX Designated Primary MarketMaker (‘‘DPM’’) and MNX marketmakers.
Specifically, the Exchange proposes to
reduce public customer transaction fees
to $.15 per contract for transactions in
MNX and NDX options. Currently, MNX
customer transaction fees are $.20 per
contract and NDX customer transaction
fees are $.45 if the premium is greater
than or equal to $1 and $.25 if the
premium is less than $1.
Member firm proprietary transaction
fees for MNX and NDX options are
currently $.20 per contract for
facilitation of customer orders and $.24
per contract for non-facilitation orders.
The Exchange proposes to increase the
transaction fee for facilitation of MNX
and NDX customer orders to $.24 per
contract, making it equivalent to the fee
for non-facilitation orders. The
facilitation transaction fee increase will
help the Exchange offset the proposed
fee reductions. Broker-dealer transaction
fees for MNX and NDX options are
currently $.45 per contract if the
premium is greater than or equal to $1
and $.25 per contract if the premium is
less than $1. The Exchange proposes to
reduce MNX and NDX broker-dealer
transaction fees to $.25 per contract
regardless of the premium.
The Exchange proposes to expand the
application of the license fee that is
currently charged to the MNX DPM and
MNX market-makers. Currently, the
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16:45 Mar 15, 2005
Jkt 205001
Exchange charges the MNX DPM and
MNX market-makers a license fee of
$.10 per contract, in addition to the
regular transaction fee of $.24 per
contract, to assist the Exchange in
offsetting some of the royalty fees that
the Exchange must pay to the Nasdaq
Stock Market (‘‘Nasdaq’’) for its license
to trade the MNX product. The
Exchange also has paid royalty fees to
Nasdaq for its license to the trade the
NDX product but to date has not
imposed any license fee on the market
participants who trade NDX. The
Exchange proposes to assess the $.10
license fee to transactions of all market
participants in MNX and NDX options
except for public customers (i.e., CBOE
and non-member market-maker,
member firm and broker-dealer). The
license fee would apply to linkage
orders, except for Satisfaction Orders.7
The Exchange notes that the proposed
application of the license fee to linkage
orders is similar to the surcharge
imposed on certain linkage orders by
the International Securities Exchange.
Expanding the application of the license
fee would further assist the Exchange in
recovering some of its costs for its
licenses to trade the MNX and NDX
products, and is similar to surcharge
fees charged by other exchanges.8
The Exchange believes the proposed
fee changes would help the Exchange to
compete more effectively for order flow
in these products. The Exchange intends
to implement these fee changes on
February 1, 2005.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,9 in general, and
furthers the objectives of Section 6(b)(4)
of the Act 10 in particular, in that it is
designed to provide for the equitable
allocation of reasonable dues, fees, and
other charges among CBOE members
and other persons using its facilities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change would impose any
burden on competition that is not
7 Linkage order transaction fees are currently in
effect as a pilot program that is due to expire on
July 31, 2005. The Commission notes that in
Amendment No. 1, the Exchange clarified that the
MNX and NDX license fee as applied to linkage
orders, except for Satisfaction Orders, is
incorporated in CBOE’s pilot program for linkage
transaction fees that expires on July 31, 2005.
8 See, e.g. Securities Exchange Act Release No.
47564 (March 24, 2003), 68 FR 15256 (March 28,
2003) (SR–ISE–2003–13).
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(4).
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Frm 00083
Fmt 4703
Sfmt 4703
necessary or appropriate in furtherance
of purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change,
as amended, has become effective
pursuant to Section 19(b)(3)(A) of the
Act 11 and Rule 19b–4(f)(6) thereunder 12
because the proposed rule change: (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)
of the Act 13 and Rule 19b–4(f)(6) 14
thereunder.
The Exchange has requested that the
Commission waive the five-day prefiling notice requirement and the 30-day
operative delay.15 The Commission is
exercising its authority to waive the
five-day pre-filing notice requirement
and believes that the waiver of the 30day operative delay is consistent with
the protection of investors and the
public interest. Acceleration of the
operative delay would allow CBOE to
implement as of February 1, 2005, new
and revised fees applicable to MNX and
NDX options that in the case of their
application to linkage transactions is
similar to those charged by another
exchange.16 In addition, accelerating the
operative date should allow public
customers to benefit promptly from the
reduced transaction fees in these index
option classes. For these reasons, the
Commission designates the proposed
rule change, as amended, to be effective
upon filing with the Commission.17
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
11 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
13 15 U.S.C. 78s(b)(3)(A).
14 17 CFR 240.19b–4(f)(6).
15 17 CFR 240.19b–4(f)(6)(iii).
16 See supra note 7.
17 For 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).
12 17
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Federal Register / Vol. 70, No. 50 / Wednesday, March 16, 2005 / Notices
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in the furtherance of the
purposes of the Act.18
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–2005–14 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–2005–14. 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
Section. Copies of such filing also will
be available for inspection and copying
at the principal office of the CBOE. 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
18 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 March 2, 2005, the date
the Exchange filed Amendment No. 1 to the
proposed rule change. See 15 U.S.C. 78s(b)(3)(C).
VerDate jul<14>2003
18:35 Mar 15, 2005
Jkt 205001
submissions should refer to File
Number SR–CBOE–2005–14 and should
be submitted on or before April 6, 2005.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.19
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5–1153 Filed 3–15–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–51355; File No. SR–FICC–
2004–08]
Self-Regulatory Organizations; Fixed
Income Clearing Corporation; Order
Approving Proposed Rule Change To
Provide Interpretive Guidance to
Members Regarding the Criteria Used
To Place Members on Surveillance
Status
March 10, 2005.
I. Introduction
On March 29, 2004, the Fixed Income
Clearing Corporation (‘‘FICC’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) and on
February 28, 2005,1 and March 3, 2005,
amended 2 proposed rule change SR–
FICC–2004–08 pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’).3 Notice of the proposal
was published in the Federal Register
on November 23, 2004.4 No comment
letters were received. For the reasons
discussed below, the Commission is
approving the proposed rule change.
II. Description
FICC is seeking to provide
interpretive guidance to members
pertaining to the member surveillance
rules of the Government Securities
Division (‘‘GSD’’) and the MortgageBacked Securities Division (‘‘MBSD’’) of
FICC.
1. Background
Prior to the Commission’s approval of
SR–FICC–2003–03,5 the GSD had the
ability to place a member in a
surveillance status class depending on
CFR 200.30–3(a)(12).
February 28, 2005, amendment was
withdrawn by FICC on March 3, 2005.
2 In the March 3, 2005, amendment, FICC
elaborated on how it applies and monitors the
matrix. The amendment did not modify the
substance of the proposed rule change and therefore
did not require republication of notice.
3 15 U.S.C. 78s(b)(1).
4 Securities Exchange Act Release No. 50671
(November 16, 2004), 69 FR 68200.
5 Securities Exchange Act Release No. 49158
(January 30, 2004), 69 FR 5624 (February 5, 2004).
PO 00000
19 17
1 The
Frm 00084
Fmt 4703
Sfmt 4703
12919
whether the member satisfied one or
more of the enumerated financial and
operational criteria. Upon approval of
SR–FICC–2003–03, FICC implemented
new criteria for placing members on
surveillance. Specifically, all domestic
broker-dealers and banks that are GSD
netting members and/or MBSD clearing
members are now assigned a rating that
is generated by entering financial data of
the member into a risk assessment
matrix (‘‘Matrix’’). The Matrix is used by
FICC and its affiliated clearing agency,
National Securities Clearing
Corporation. Specifically, in order to
run the Matrix, credit risk staff uses the
financial data of each applicable FICC
member and the financial data of each
applicable member of NSCC. In this
way, each applicable member of GSD,
MBSD, and NSCC is rated against other
applicable members of FICC and NSCC.
Members who receive a low rating are
placed on an internal ‘‘watch list’’ and
are monitored more closely. All
members that are not domestic banks or
broker-dealers are not included in the
Matrix process but are monitored by
FICC’s credit risk staff using financial
criteria deemed relevant by FICC.
FICC will continually evaluate the
methodology and its effectiveness and
make such changes as it deems prudent
and practicable within such time frame
as is determined to be appropriate by
FICC. FICC will update the Commission
staff on its evaluations of the Matrix
pursuant to a schedule developed by
FICC, NSCC, and Commission staff.
2. Clarification of Rules Provisions
In describing the process by which
credit risk staff will implement the
Matrix process and review members,
FICC included in SR–FICC–2003–03
explanatory footnotes 2 and 3. FICC at
this time wishes to clarify its procedures
with regard to application of the Matrix.
Credit risk staff approaches its
analysis of members pursuant to the
new procedures in the following
manner. First, as mentioned above,
domestic broker-dealers and domestic
banks are run through the Matrix and
assigned a rating. Low-rated members
are placed on the watch list. At this
point, credit risk staff may downgrade a
particular member’s score based on
various qualitative factors. For example,
one qualitative factor might be that the
member in question received a qualified
audit opinion on its annual audit. In
order to protect FICC and its other
members, it is important that credit risk
staff maintain the discretion to
downgrade a member’s rating on the
Matrix and thus subject the member to
closer monitoring. All rated members,
including those on the watch list, are
E:\FR\FM\16MRN1.SGM
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Agencies
[Federal Register Volume 70, Number 50 (Wednesday, March 16, 2005)]
[Notices]
[Pages 12917-12919]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E5-1153]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-51351; File No. SR-CBOE-2005-14]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change and Amendment No. 1 Thereto Relating to Transaction Fees for
Options on the Mini-Nasdaq-100 Index and Options on the Nasdaq-100
Index
March 9, 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 31, 2005, the Chicago Board Options Exchange, Incorporated
(``CBOE'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I and II below, which Items have been prepared by CBOE. On March
2, 2005, CBOE amended the proposed rule change (``Amendment No.
1'').\3\ The proposed rule change, as amended, has been filed by CBOE
as a non-controversial filing pursuant to Section 19(b)(3)(A) of the
Act,\4\ and Rule 19b-4(f)(6) thereunder,\5\ which renders the proposal
effective upon filing with the Commission.\6\ The Commission is
publishing this notice to solicit comments on the proposed rule change,
as amended, from interested parties.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ In Amendment No. 1, the Exchange changed the basis under
Rule 19b-4 for filing the proposed rule change from paragraph (f)(2)
to paragraph (f)(6) of Rule 19b-4 and made certain clarifying
changes.
\4\ 15 U.S.C. 78s(b)(3)(A).
\5\ 17 CFR 240.19b-4(f)(6).
\6\ The Exchange requested the Commission to waive the five-day
pre-filing notice requirement and the 30-day operative delay, as
specified in Rule 19b-4(f)(6)(iii). 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
CBOE proposes to amend its Fee Schedule relating to transaction
fees for options on the Mini-Nasdaq-100 Index (``MNX'') and the Nasdaq-
100 Index (``NDX''). The text of the proposed rule
[[Page 12918]]
change is available on the CBOE Web site (https://www.cboe.com), at the
Office of the Secretary, CBOE, and at the Commission.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, CBOE 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. CBOE 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 Exchange proposes to amend its Fee Schedule to amend certain
transaction fees for MNX and NDX options and to expand the application
of the license fee that is currently charged to the MNX Designated
Primary Market-Maker (``DPM'') and MNX market-makers.
Specifically, the Exchange proposes to reduce public customer
transaction fees to $.15 per contract for transactions in MNX and NDX
options. Currently, MNX customer transaction fees are $.20 per contract
and NDX customer transaction fees are $.45 if the premium is greater
than or equal to $1 and $.25 if the premium is less than $1.
Member firm proprietary transaction fees for MNX and NDX options
are currently $.20 per contract for facilitation of customer orders and
$.24 per contract for non-facilitation orders. The Exchange proposes to
increase the transaction fee for facilitation of MNX and NDX customer
orders to $.24 per contract, making it equivalent to the fee for non-
facilitation orders. The facilitation transaction fee increase will
help the Exchange offset the proposed fee reductions. Broker-dealer
transaction fees for MNX and NDX options are currently $.45 per
contract if the premium is greater than or equal to $1 and $.25 per
contract if the premium is less than $1. The Exchange proposes to
reduce MNX and NDX broker-dealer transaction fees to $.25 per contract
regardless of the premium.
The Exchange proposes to expand the application of the license fee
that is currently charged to the MNX DPM and MNX market-makers.
Currently, the Exchange charges the MNX DPM and MNX market-makers a
license fee of $.10 per contract, in addition to the regular
transaction fee of $.24 per contract, to assist the Exchange in
offsetting some of the royalty fees that the Exchange must pay to the
Nasdaq Stock Market (``Nasdaq'') for its license to trade the MNX
product. The Exchange also has paid royalty fees to Nasdaq for its
license to the trade the NDX product but to date has not imposed any
license fee on the market participants who trade NDX. The Exchange
proposes to assess the $.10 license fee to transactions of all market
participants in MNX and NDX options except for public customers (i.e.,
CBOE and non-member market-maker, member firm and broker-dealer). The
license fee would apply to linkage orders, except for Satisfaction
Orders.\7\ The Exchange notes that the proposed application of the
license fee to linkage orders is similar to the surcharge imposed on
certain linkage orders by the International Securities Exchange.
Expanding the application of the license fee would further assist the
Exchange in recovering some of its costs for its licenses to trade the
MNX and NDX products, and is similar to surcharge fees charged by other
exchanges.\8\
---------------------------------------------------------------------------
\7\ Linkage order transaction fees are currently in effect as a
pilot program that is due to expire on July 31, 2005. The Commission
notes that in Amendment No. 1, the Exchange clarified that the MNX
and NDX license fee as applied to linkage orders, except for
Satisfaction Orders, is incorporated in CBOE's pilot program for
linkage transaction fees that expires on July 31, 2005.
\8\ See, e.g. Securities Exchange Act Release No. 47564 (March
24, 2003), 68 FR 15256 (March 28, 2003) (SR-ISE-2003-13).
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The Exchange believes the proposed fee changes would help the
Exchange to compete more effectively for order flow in these products.
The Exchange intends to implement these fee changes on February 1,
2005.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\9\ in general, and furthers the
objectives of Section 6(b)(4) of the Act \10\ in particular, in that it
is designed to provide for the equitable allocation of reasonable dues,
fees, and other charges among CBOE members and other persons using its
facilities.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change would impose
any burden on competition that is not necessary or appropriate in
furtherance of purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change, as amended, has become
effective pursuant to Section 19(b)(3)(A) of the Act \11\ and Rule 19b-
4(f)(6) thereunder \12\ because the proposed rule change: (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) of the Act \13\ and Rule 19b-4(f)(6) \14\ thereunder.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6).
\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(6).
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The Exchange has requested that the Commission waive the five-day
pre-filing notice requirement and the 30-day operative delay.\15\ The
Commission is exercising its authority to waive the five-day pre-filing
notice requirement and believes that the waiver of the 30-day operative
delay is consistent with the protection of investors and the public
interest. Acceleration of the operative delay would allow CBOE to
implement as of February 1, 2005, new and revised fees applicable to
MNX and NDX options that in the case of their application to linkage
transactions is similar to those charged by another exchange.\16\ In
addition, accelerating the operative date should allow public customers
to benefit promptly from the reduced transaction fees in these index
option classes. For these reasons, the Commission designates the
proposed rule change, as amended, to be effective upon filing with the
Commission.\17\
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\15\ 17 CFR 240.19b-4(f)(6)(iii).
\16\ See supra note 7.
\17\ For 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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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
[[Page 12919]]
Commission that such action is necessary or appropriate in the public
interest, for the protection of investors, or otherwise in the
furtherance of the purposes of the Act.\18\
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\18\ 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 March 2, 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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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-2005-14 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-2005-14. 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 Section. Copies of
such filing also will be available for inspection and copying at the
principal office of the CBOE. 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-2005-14 and should be submitted on or before April
6, 2005.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\19\
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\19\ 17 CFR 200.30-3(a)(12).
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J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5-1153 Filed 3-15-05; 8:45 am]
BILLING CODE 8010-01-P