Self-Regulatory Organizations; International Securities Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto Relating to Fee Changes for Transactions in Options on the Standard & Poor's Depository Receipts®, 37455-37456 [E5-3384]
Download as PDF
Federal Register / Vol. 70, No. 124 / Wednesday, June 29, 2005 / Notices
that matches fees to costs and pays
rebates to its members. Furthermore,
Cantor and RCG were the only parties to
submit negative comments on the
proposed rule change. The Commission
did not receive comments from any
FICC members or potential FICC
members, other than from Cantor and
RCG, stating that the proposed rule
change would make it too expensive for
them to remain or to become a member
of FICC. Accordingly, for the reasons
discussed above, the Commission finds
that the proposed rule change is
consistent with section 17A(b)(3)(I) of
the Act in that it does not impose a
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act.
VI. Conclusion
On the basis of the foregoing, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and in
particular with the requirements of
Section 17A of the Act and the rules and
regulations thereunder applicable.
It is therefore ordered, pursuant to
section 19(b)(2) of the Act, that the
proposed rule change (File No. SR–
FICC–2004–15) be and hereby is
approved.
For the Commission by the Division of
Market Regulation, pursuant to delegated
authority.16
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5–3381 Filed 6–28–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–51901; File No. SR–ISE–
2005–06]
Self-Regulatory Organizations;
International Securities Exchange, Inc.;
Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change and Amendment No. 1 Thereto
Relating to Fee Changes for
Transactions in Options on the
Standard & Poor’s Depository
Receipts
June 22, 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 May 20,
2005, the International Securities
Exchange, Inc. (‘‘Exchange’’ or ‘‘ISE’’)
filed with the Securities and Exchange
16 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate jul<14>2003
17:40 Jun 28, 2005
Jkt 205001
Commission (‘‘Commission’’) the
proposed rule change as described in
items I, II, and III below, which items
have been prepared by the Exchange.
On June 15, 2005, the Exchange filed
Amendment No. 1 to the proposed rule
change.3 ISE has designated this
proposal as one establishing or changing
a due, fee, or other charge imposed by
a self-regulatory organization pursuant
to section 19(b)(3)(A) of the Act,4 and
Rule 19b–4(f)(2) thereunder,5 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
37455
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
Schedule of Fees to adopt a $.10 per
contract surcharge fee for certain
transactions in options on SPDRs.6
The Exchange’s Schedule of Fees
currently has in place a surcharge fee
item that calls for a $.10 per contract fee
for transactions in certain licensed
products. The Exchange entered into a
license agreement with Standard and
Poor’s, a unit of McGraw-Hill
Companies, Inc., authorizing the
Exchange to list SPDR options. The
Exchange is adopting this fee for
I. Self-Regulatory Organization’s
transactions in SPDR options to defray
Statement of the Terms of Substance of
the licensing costs. The Exchange
the Proposed Rule Change
believes that charging the participants
The ISE proposes to amend its
that trade these instruments is the most
equitable means of recovering the costs
Schedule of Fees to adopt a $.10 per
of the license. However, because
contract surcharge for certain
competitive pressures in the industry
transactions in options based on the
have resulted in the waiver of
Standard & Poor’s Depository
transaction fees for Public Customers,7
Receipts, or SPDRs (‘‘SPDRs’’). The
the Exchange proposes to exclude
text of the proposed rule change is
Public Customer Orders 8 from this
available on the Exchange’s Internet
Web site (https://www.iseoptions.com), at surcharge fee. Accordingly, this
surcharge fee will only be charged to
the Exchange’s Office of the Secretary,
Exchange members with respect to nonand at the Commission’s Public
Public Customer Orders (e.g., Market
Reference Room.
Maker and Firm Proprietary orders) and
shall apply to Linkage Orders under a
II. Self-Regulatory Organization’s
pilot program that is set to expire on
Statement of the Purpose of, and
July 31, 2005.9
Statutory Basis for, the Proposed Rule
Additionally, if it is concluded by the
Change
courts, after all avenues of appeal, that
In its filing with the Commission, the
no license from Standard and Poor’s
Exchange included statements
was required by the Exchange to list
concerning the purpose of, and basis for, SPDR options, then upon any refund by
the proposed rule change and discussed Standard and Poor’s, the Exchange shall
any comments it received on the
submit a rule filing to the Commission
proposed rule change. The text of these
providing for a reimbursement of the
surcharge fees paid by members to the
statements may be examined at the
Exchange as a result of this surcharge
places specified in item IV below. The
fee.
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
2. Statutory Basis
the most significant aspects of such
The Exchange believes that the
statements.
proposed rule change is consistent with
section 6(b) of the Act 10 in general, and
3 In Amendment No. 1, the Exchange made nonfurthers the objectives of section 6(b)(4)
substantive changes to clarify the purpose for the
fee change. The effective date of the original
proposed rule change is May 20, 2005, and the
effective date of Amendment No. 1 is June 15, 2005.
For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change, as amended,
under Section 19(b)(3)(C) of the Act, the
Commission considers the period to commence on
June 15, 2005, the date on which the Exchange
submitted Amendment No. 1. See 15 U.S.C.
78s(b)(3)(C).
4 15 U.S.C. 78s(b)(3)(A).
5 5 17 CFR 240.19b–4(f)(2).
PO 00000
Frm 00135
Fmt 4703
Sfmt 4703
6 The Exchange represents that these fees will be
charged only to Exchange members.
7 Public Customer is defined in ISE Rule
100(a)(32) as a person that is not a broker or dealer
in securities.
8 Public Customer Order is defined in ISE Rule
100(a)(33) as an order for the account of a Public
Customer.
9 See ISE Rule 1900(10) (defining Linkage
Orders). The surcharge fee will apply to the
following Linkage Orders: Principal Acting as Agent
Orders and Principal Orders.
10 15 U.S.C. 78f(b).
E:\FR\FM\29JNN1.SGM
29JNN1
37456
Federal Register / Vol. 70, No. 124 / Wednesday, June 29, 2005 / Notices
of the Act 11 in particular, 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
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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties with
respect to this proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change
has been designated as a fee change
pursuant to section 19(b)(3)(A)(ii) of the
Act 12 and Rule 19b–4(f)(2) 13
thereunder. Accordingly, the proposed
rule change is effective upon filing with
the Commission. At any time within 60
days of the filing of the amended
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.14
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
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:
Paper Comments
• Send paper comments in triplicate
to Jonathan G. Katz, Secretary,
Securities and Exchange Commission,
Station Place, 100 F Street, NE.,
Washington, DC 20549–9303.
All submissions should refer to File
Number SR–ISE–2005–06. 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
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 ISE. 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–ISE–2005–06 and should be
submitted on or before July 20, 2005.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.15
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5–3384 Filed 6–28–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–51905; File No. SR–NASD–
2005–006]
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–ISE–2005–06 on the subject
line.
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing of
Proposed Rule Change and
Amendments Nos. 1 and 2 Thereto to
Require Semi-Annual Financial
Reporting by Foreign Private Issuers
June 22, 2005.
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934
11 15
U.S.C. 78f(b)(4).
12 15 U.S.C. 78s(b)(3)(A)(ii).
13 17 CFR 19b–4(f)(2).
14 See supra note 3.
VerDate jul<14>2003
17:40 Jun 28, 2005
15 17
Jkt 205001
PO 00000
CFR 200.30–3(a)(12).
Frm 00136
Fmt 4703
Sfmt 4703
(‘‘Act’’),1 and Rule 19b–4 thereunder, 2
notice is hereby given that on January
18, 2005, the National Association of
Securities Dealers, Inc. (‘‘NASD’’),
through its subsidiary, the Nasdaq Stock
Market, Inc. (‘‘Nasdaq’’), filed with the
Securities and Exchange Commission
(‘‘Commission’’ or ‘‘SEC’’) the proposed
rule change as described in Items I, II,
and III below, which Items have been
prepared by Nasdaq. Nasdaq submitted
Amendment No. 1 to its proposed rule
change on February 4, 2005 3 and
submitted Amendment No. 2 to its
proposed rule change on June 6, 2005 4.
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 the Substance
of the Proposed Rule Change
Nasdaq proposes to require that
foreign private issuers listed on Nasdaq
provide semi-annual financial
information. Nasdaq will implement the
proposed rule change for interim
periods ending after January 1, 2006.
The text of the proposed rule change
is below. Proposed additions are
italicized.5
4350. Qualitative Listing Requirements
for Nasdaq National Market and
Nasdaq SmallCap Market Issuers
Except for Limited Partnerships
Nasdaq shall review the issuer’s past
corporate governance activities. This
review may include activities taking
place while the issuer is listed on
Nasdaq or an exchange that imposes
corporate governance requirements, as
well as activities taking place after a
formerly listed issuer is no longer listed
on Nasdaq or an exchange that imposes
corporate governance requirements.
Based on such review, Nasdaq may take
any appropriate action, including
placing of restrictions on or additional
requirements for listing, or the denial of
listing of a security if Nasdaq
determines that there have been
violations or evasions of such corporate
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Amendment No. 1 modified the proposed rule
language to require that interim financial
information be published on a press release that
would also be submitted on a Form 6-K. As
originally proposed, the rule language required that
interim financial information be submitted on a
press release or on a Form 6–K.
4 Amendment No. 2 made technical corrections to
the filing and replaced and superceded the original
filing and Amendment No. 1 in its entirety.
5 The proposed rule change is marked to show
changes to the rule text appearing in the electronic
NASD Manual available at https://www.nasd.com.
No pending rule filings would affect the text of this
rule.
2 17
E:\FR\FM\29JNN1.SGM
29JNN1
Agencies
[Federal Register Volume 70, Number 124 (Wednesday, June 29, 2005)]
[Notices]
[Pages 37455-37456]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E5-3384]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-51901; File No. SR-ISE-2005-06]
Self-Regulatory Organizations; International Securities Exchange,
Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change and Amendment No. 1 Thereto Relating to Fee Changes for
Transactions in Options on the Standard & Poor's Depository
Receipts[reg]
June 22, 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 May 20, 2005, the International Securities Exchange, Inc.
(``Exchange'' or ``ISE'') 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. On June 15, 2005, the Exchange filed Amendment No. 1 to the
proposed rule change.\3\ ISE has designated this proposal as one
establishing or changing a due, fee, or other charge imposed by a self-
regulatory organization pursuant to section 19(b)(3)(A) of the Act,\4\
and Rule 19b-4(f)(2) thereunder,\5\ which renders the proposal
effective upon filing with the Commission. The Commission is publishing
this notice to solicit comments on the proposed rule change, as
amended, from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ In Amendment No. 1, the Exchange made non-substantive
changes to clarify the purpose for the fee change. The effective
date of the original proposed rule change is May 20, 2005, and the
effective date of Amendment No. 1 is June 15, 2005. For purposes of
calculating the 60-day period within which the Commission may
summarily abrogate the proposed rule change, as amended, under
Section 19(b)(3)(C) of the Act, the Commission considers the period
to commence on June 15, 2005, the date on which the Exchange
submitted Amendment No. 1. See 15 U.S.C. 78s(b)(3)(C).
\4\ 15 U.S.C. 78s(b)(3)(A).
\5\ 5 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE proposes to amend its Schedule of Fees to adopt a $.10 per
contract surcharge for certain transactions in options based on the
Standard & Poor's Depository Receipts[reg], or SPDRs[reg] (``SPDRs'').
The text of the proposed rule change is available on the Exchange's
Internet Web site (https://www.iseoptions.com), at the Exchange'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 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 Exchange proposes to amend its Schedule of Fees to adopt a $.10
per contract surcharge fee for certain transactions in options on
SPDRs.\6\
---------------------------------------------------------------------------
\6\ The Exchange represents that these fees will be charged only
to Exchange members.
---------------------------------------------------------------------------
The Exchange's Schedule of Fees currently has in place a surcharge
fee item that calls for a $.10 per contract fee for transactions in
certain licensed products. The Exchange entered into a license
agreement with Standard and Poor's, a unit of McGraw-Hill Companies,
Inc., authorizing the Exchange to list SPDR options. The Exchange is
adopting this fee for transactions in SPDR options to defray the
licensing costs. The Exchange believes that charging the participants
that trade these instruments is the most equitable means of recovering
the costs of the license. However, because competitive pressures in the
industry have resulted in the waiver of transaction fees for Public
Customers,\7\ the Exchange proposes to exclude Public Customer Orders
\8\ from this surcharge fee. Accordingly, this surcharge fee will only
be charged to Exchange members with respect to non-Public Customer
Orders (e.g., Market Maker and Firm Proprietary orders) and shall apply
to Linkage Orders under a pilot program that is set to expire on July
31, 2005.\9\
---------------------------------------------------------------------------
\7\ Public Customer is defined in ISE Rule 100(a)(32) as a
person that is not a broker or dealer in securities.
\8\ Public Customer Order is defined in ISE Rule 100(a)(33) as
an order for the account of a Public Customer.
\9\ See ISE Rule 1900(10) (defining Linkage Orders). The
surcharge fee will apply to the following Linkage Orders: Principal
Acting as Agent Orders and Principal Orders.
---------------------------------------------------------------------------
Additionally, if it is concluded by the courts, after all avenues
of appeal, that no license from Standard and Poor's was required by the
Exchange to list SPDR options, then upon any refund by Standard and
Poor's, the Exchange shall submit a rule filing to the Commission
providing for a reimbursement of the surcharge fees paid by members to
the Exchange as a result of this surcharge fee.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with section 6(b) of the Act \10\ in general, and furthers the
objectives of section 6(b)(4)
[[Page 37456]]
of the Act \11\ in particular, in that it provides for the equitable
allocation of reasonable dues, fees and other charges among its members
and other persons using its facilities.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
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 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
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties with respect to this proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change has been designated as a fee
change pursuant to section 19(b)(3)(A)(ii) of the Act \12\ and Rule
19b-4(f)(2) \13\ thereunder. Accordingly, the proposed rule change is
effective upon filing with the Commission. At any time within 60 days
of the filing of the amended 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.\14\
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78s(b)(3)(A)(ii).
\13\ 17 CFR 19b-4(f)(2).
\14\ See supra note 3.
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
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:
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 No. SR-ISE-2005-06 on the subject line.
Paper Comments
Send paper comments in triplicate to Jonathan G. Katz,
Secretary, Securities and Exchange Commission, Station Place, 100 F
Street, NE., Washington, DC 20549-9303.
All submissions should refer to File Number SR-ISE-2005-06. 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 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 ISE. 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-ISE-2005-06 and should be submitted on or before July
20, 2005.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\15\
---------------------------------------------------------------------------
\15\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E5-3384 Filed 6-28-05; 8:45 am]
BILLING CODE 8010-01-P