Self-Regulatory Organizations; American Stock Exchange LLC; Notice of Filing and Order Granting Accelerated Approval to a Proposed Rule Change Relating to Dissemination of the Underlying Index Value for Portfolio Depositary Receipts and Index Fund Shares, 36672-36673 [E5-3278]
Download as PDF
36672
Federal Register / Vol. 70, No. 121 / Friday, June 24, 2005 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–51868; File No. SR–Amex—
2005–044]
Self-Regulatory Organizations;
American Stock Exchange LLC; Notice
of Filing and Order Granting
Accelerated Approval to a Proposed
Rule Change Relating to Dissemination
of the Underlying Index Value for
Portfolio Depositary Receipts and
Index Fund Shares
June 17, 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 April 22,
2005, the American Stock Exchange LLC
(‘‘Amex’’ 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 the Amex. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons. In addition, the
Commission is granting accelerated
approval of the proposed rule change.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Amex proposes to amend the
listing standards for Portfolio Depositary
Receipts (‘‘PDRs’’) and Index Fund
Shares (‘‘IFSs’’) to provide that the
current value of the underlying index
must be widely disseminated by one or
more major market data vendors at least
every 15 seconds during the time the
PDR or IFS trades on the Exchange. The
text of the proposed rule change is
available on the Amex’s Web site
(https://www.amex.com), at the Amex’s
principal office, 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 had received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item III below. The
Amex 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
Amex Rule 1000, Commentary .02
and Amex Rule 1000A, Commentary .03
provide listing standards for PDRs and
IFSs, respectively, to permit listing and
trading of these securities pursuant to
Rule 19b–4(e) under the Act.3 Rule 19b–
4(e) provides that the listing and trading
of a new derivative securities product
by a self-regulatory organization shall
not be deemed a proposed rule change,
pursuant to paragraph (c)(1) of Rule
19b–4, if the Commission has approved,
pursuant to Section 19(b) of the Act, the
self-regulatory organization’s trading
rules, procedures and listing standards
for the product class that would include
the new derivative securities product
and the self regulatory organization has
a surveillance program for the product
class.4
The Amex rules for PDRs and IFSs
currently provide that the current index
value for the index underlying a series
of PDRs (in the case of Amex Rule 1000)
and IFSs (in the case of Amex Rule
1000A) will be disseminated every 15
seconds over the consolidated tape. The
Amex believes that, rather than
identifying specifically in their rules the
index dissemination service (that is, the
consolidated tape), it is preferable to
reflect in the rules a requirement for
wide dissemination of the underlying
index values. This proposed rule change
would make clear that the value of the
underlying index must be widely
disseminated by a reputable index
dissemination service, such as the
Consolidated Tape Association, Reuters
or Bloomberg. The Amex believes that
the specific identity of the index
dissemination service is not necessary,
and the purpose of the rule would be
achieved, as long as the service used for
dissemination is reputable, accepted in
the investment community, and effects
appropriately wide dissemination of the
particular index.
The Exchange therefore proposes to
change the listing standards for PDRs
and IFSs to provide that the value of the
underlying index must be widely
disseminated by one or more major
market data vendors at least every 15
seconds during the time when the PDR
or IFS trades on the Exchange.
As currently is the case, if the official
index does not change during some or
3 17
CFR 240.19b–4(e).
Securities Exchange Act Release No. 40761
(December 8, 1998), 63 FR 70952 (December
22,1998).
all of the period when trading is
occurring (as is typically the case with
pre-market-open and after-hours
trading, and also with foreign indexes
because of time zone differences or
holidays in the countries where such
indexes’ components trade), then the
last official calculated index value must
remain available throughout the Amex
trading hours.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
provisions of Section 6(b) of the Act,5 in
general, and furthers the objectives of
Section 6(b)(5) of the Act,6 particular, in
that it is designed to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. The Amex believes that
clarifying the rules helps all market
participants.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change would impose
any burden on competition that is 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
Written comments on the proposed
rule change were neither solicited nor
received.
III. 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–Amex–2005–044 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Jonathan G. Katz, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–9303.
4 See
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
VerDate jul<14>2003
19:06 Jun 23, 2005
Jkt 205001
PO 00000
Frm 00116
Fmt 4703
Sfmt 4703
5 15
6 15
E:\FR\FM\24JNN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
24JNN1
Federal Register / Vol. 70, No. 121 / Friday, June 24, 2005 / Notices
All submissions should refer to File
Number SR–Amex–2005–044. 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, 100 F Street, NE., Washington,
DC 20549. Copies of such filing also will
be available for inspection and copying
at the principal office of the Amex. 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 publicly available. All
submissions should refer to File
Number SR–Amex–2005–044 and
should be submitted on or before July
15, 2005.
IV. Commission’s Findings and Order
Granting Accelerated Approval of
Proposed Rule Change
After careful consideration, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and the rules
and regulations thereunder, applicable
to a national securities exchange.7 In
particular, the Commission believes that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,8 which
requires among other things, that the
rules of the Exchange are 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, in general, to protect
investors and the public interest. The
Commission believes that the proposed
index dissemination requirement,
which is similar to the index
dissemination requirement used in the
listing standards for narrow-based index
7 In approving this proposal, the Commission has
considered its impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
8 15 U.S.C. 78f(b)(5).
VerDate jul<14>2003
19:06 Jun 23, 2005
Jkt 205001
options,9 will help to ensure the
transparency of current index values for
indexes underlying PDRs and IFSs.
The Amex has requested that the
Commission find good cause for
approving the proposed rule change
prior to the thirtieth day after
publication of notice thereof in the
Federal Register. The Commission notes
that it has recently approved a similar
proposal regarding the dissemination of
the underlying index value for PDRs
and IFSs traded on Nasdaq.10 The
Commission believes that granting
accelerated approval of the proposal
will allow the Amex to immediately
implement these similar listing
standards already in place on Nasdaq.
Accordingly, the Commission finds
good cause, pursuant to Section 19(b)(2)
of the Act,11 for approving the proposed
rule change prior to the thirtieth day
after the date of publication of notice
thereof in the Federal Register.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,12 that the
proposed rule change (SR–Amex–2005–
044) be, and hereby is, approved on an
accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.13
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E5–3278 Filed 6–23–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–51879; File No. SR–BSE–
2004–58]
Self-Regulatory Organizations; Boston
Stock Exchange, Inc.; Order Approving
Proposed Rule Change, and
Amendments No. 1, 2, 3, and 4 Thereto,
Relating to the Composition of the
Board of Directors and Executive
Committee of Boston Options
Exchange Regulation LLC
June 20, 2005.
I. Introduction
On December 9, 2004, the Boston
Stock Exchange, Inc. (‘‘BSE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’),1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend certain sections of the By-laws of
Boston Options Exchange Regulation
LLC (‘‘BOXR’’) relating to BSE Governor
representation on BOXR’s Board of
Directors (‘‘BOXR Board’’) and
Executive Committee. BOXR is a wholly
owned subsidiary of the Exchange and
the Exchange has delegated certain
functions to BOXR so that BOXR is
responsible for the regulatory oversight
of the Boston Options Exchange, a
facility of the BSE.
On December 13, 2004, the BSE filed
Amendment No. 1 to the proposed rule
change.3 On December 16, 2004, the
BSE filed Amendment No. 2 to the
proposed rule change.4 On March 8,
2005, the BSE filed Amendment No. 3
to the proposed rule change.5 On March
10, 2005, the BSE filed Amendment No.
4 to the proposed rule change.6 The
proposed rule change, as amended, was
published for comment in the Federal
Register on March 24, 2005.7 The
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 In Amendment No. 1, the Exchange revised the
proposed rule text. Amendment No. 1 replaced the
BSE’s original filing in its entirety.
4 In Amendment No. 2, the Exchange withdrew
its request that the proposed rule change become
immediately effective and requested that the
proposed rule change become effective pursuant to
Section 19(b)(2) of the Act.
5 In Amendment No. 3, the Exchange revised the
purpose section and rule text of the proposed rule
change. Amendment No. 3 replaced Amendment
No. 1, as amended by Amendment No. 2, in its
entirety.
6 In Amendment No. 4, the Exchange amended its
filing to reflect that Amendment No. 3 was
incorrectly filed pursuant to Rule 19(b)(3)(A) of the
Act and should have been filed pursuant to section
19(b)(2) of the Act.
7 See Securities Exchange Act Release No. 51388
(March 17, 2005), 70 FR 15135.
2 17
9 See e.g., Chicago Board Options Exchange Rule
24.2(b); International Securities Exchange Rule
2002(b); Pacific Exchange Rule 5.13; and
Philadelphia Stock Exchange Rule 1009A(b) (listing
standards for narrow-based index options requiring
that, among other things, the current underlying
index value be reported at least once every 15
seconds during the time the index option trades on
the exchange).
10 See Securities Exchange Act Release No. 51748
(May 26, 2005) (order approving File No. SR–
NASD–2005–024 relating to dissemination of the
underlying index value for PDRs and IFSs trading
on Nasdaq).
11 15 U.S.C. 78s(b)(2).
12 15 U.S.C. 78s(b)(2).
13 17 CFR 200.30–3(a)(12).
PO 00000
Frm 00117
Fmt 4703
Sfmt 4703
36673
E:\FR\FM\24JNN1.SGM
24JNN1
Agencies
[Federal Register Volume 70, Number 121 (Friday, June 24, 2005)]
[Notices]
[Pages 36672-36673]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E5-3278]
[[Page 36672]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-51868; File No. SR-Amex--2005-044]
Self-Regulatory Organizations; American Stock Exchange LLC;
Notice of Filing and Order Granting Accelerated Approval to a Proposed
Rule Change Relating to Dissemination of the Underlying Index Value for
Portfolio Depositary Receipts and Index Fund Shares
June 17, 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 April 22, 2005, the American Stock Exchange LLC (``Amex'' 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 the Amex. The Commission is
publishing this notice to solicit comments on the proposed rule change
from interested persons. In addition, the Commission is granting
accelerated approval of the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Amex proposes to amend the listing standards for Portfolio
Depositary Receipts (``PDRs'') and Index Fund Shares (``IFSs'') to
provide that the current value of the underlying index must be widely
disseminated by one or more major market data vendors at least every 15
seconds during the time the PDR or IFS trades on the Exchange. The text
of the proposed rule change is available on the Amex's Web site (http:/
/www.amex.com), at the Amex's principal office, 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 had received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below. The Amex 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
Amex Rule 1000, Commentary .02 and Amex Rule 1000A, Commentary .03
provide listing standards for PDRs and IFSs, respectively, to permit
listing and trading of these securities pursuant to Rule 19b-4(e) under
the Act.\3\ Rule 19b-4(e) provides that the listing and trading of a
new derivative securities product by a self-regulatory organization
shall not be deemed a proposed rule change, pursuant to paragraph
(c)(1) of Rule 19b-4, if the Commission has approved, pursuant to
Section 19(b) of the Act, the self-regulatory organization's trading
rules, procedures and listing standards for the product class that
would include the new derivative securities product and the self
regulatory organization has a surveillance program for the product
class.\4\
---------------------------------------------------------------------------
\3\ 17 CFR 240.19b-4(e).
\4\ See Securities Exchange Act Release No. 40761 (December 8,
1998), 63 FR 70952 (December 22,1998).
---------------------------------------------------------------------------
The Amex rules for PDRs and IFSs currently provide that the current
index value for the index underlying a series of PDRs (in the case of
Amex Rule 1000) and IFSs (in the case of Amex Rule 1000A) will be
disseminated every 15 seconds over the consolidated tape. The Amex
believes that, rather than identifying specifically in their rules the
index dissemination service (that is, the consolidated tape), it is
preferable to reflect in the rules a requirement for wide dissemination
of the underlying index values. This proposed rule change would make
clear that the value of the underlying index must be widely
disseminated by a reputable index dissemination service, such as the
Consolidated Tape Association, Reuters or Bloomberg. The Amex believes
that the specific identity of the index dissemination service is not
necessary, and the purpose of the rule would be achieved, as long as
the service used for dissemination is reputable, accepted in the
investment community, and effects appropriately wide dissemination of
the particular index.
The Exchange therefore proposes to change the listing standards for
PDRs and IFSs to provide that the value of the underlying index must be
widely disseminated by one or more major market data vendors at least
every 15 seconds during the time when the PDR or IFS trades on the
Exchange.
As currently is the case, if the official index does not change
during some or all of the period when trading is occurring (as is
typically the case with pre-market-open and after-hours trading, and
also with foreign indexes because of time zone differences or holidays
in the countries where such indexes' components trade), then the last
official calculated index value must remain available throughout the
Amex trading hours.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the provisions of Section 6(b) of the Act,\5\ in general, and furthers
the objectives of Section 6(b)(5) of the Act,\6\ particular, in that it
is designed to remove impediments to and perfect the mechanism of a
free and open market and a national market system and, in general, to
protect investors and the public interest. The Amex believes that
clarifying the rules helps all market participants.
---------------------------------------------------------------------------
\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change would
impose any burden on competition that is 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
Written comments on the proposed rule change were neither solicited
nor received.
III. 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-Amex-2005-044 on the subject line.
Paper Comments
Send paper comments in triplicate to Jonathan G. Katz,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-9303.
[[Page 36673]]
All submissions should refer to File Number SR-Amex-2005-044. 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, 100 F Street,
NE., Washington, DC 20549. Copies of such filing also will be available
for inspection and copying at the principal office of the Amex. 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 publicly available. All
submissions should refer to File Number SR-Amex-2005-044 and should be
submitted on or before July 15, 2005.
IV. Commission's Findings and Order Granting Accelerated Approval of
Proposed Rule Change
After careful consideration, the Commission finds that the proposed
rule change is consistent with the requirements of the Act and the
rules and regulations thereunder, applicable to a national securities
exchange.\7\ In particular, the Commission believes that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\8\ which
requires among other things, that the rules of the Exchange are
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, in general, to protect investors and the
public interest. The Commission believes that the proposed index
dissemination requirement, which is similar to the index dissemination
requirement used in the listing standards for narrow-based index
options,\9\ will help to ensure the transparency of current index
values for indexes underlying PDRs and IFSs.
---------------------------------------------------------------------------
\7\ In approving this proposal, the Commission has considered
its impact on efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
\8\ 15 U.S.C. 78f(b)(5).
\9\ See e.g., Chicago Board Options Exchange Rule 24.2(b);
International Securities Exchange Rule 2002(b); Pacific Exchange
Rule 5.13; and Philadelphia Stock Exchange Rule 1009A(b) (listing
standards for narrow-based index options requiring that, among other
things, the current underlying index value be reported at least once
every 15 seconds during the time the index option trades on the
exchange).
---------------------------------------------------------------------------
The Amex has requested that the Commission find good cause for
approving the proposed rule change prior to the thirtieth day after
publication of notice thereof in the Federal Register. The Commission
notes that it has recently approved a similar proposal regarding the
dissemination of the underlying index value for PDRs and IFSs traded on
Nasdaq.\10\ The Commission believes that granting accelerated approval
of the proposal will allow the Amex to immediately implement these
similar listing standards already in place on Nasdaq. Accordingly, the
Commission finds good cause, pursuant to Section 19(b)(2) of the
Act,\11\ for approving the proposed rule change prior to the thirtieth
day after the date of publication of notice thereof in the Federal
Register.
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release No. 51748 (May 26,
2005) (order approving File No. SR-NASD-2005-024 relating to
dissemination of the underlying index value for PDRs and IFSs
trading on Nasdaq).
\11\ 15 U.S.C. 78s(b)(2).
---------------------------------------------------------------------------
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\12\ that the proposed rule change (SR-Amex-2005-044) be, and
hereby is, approved on an accelerated basis.
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\13\
---------------------------------------------------------------------------
\13\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E5-3278 Filed 6-23-05; 8:45 am]
BILLING CODE 8010-01-P