Self-Regulatory Organizations; National Association of Securities Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to Extend Operation of NASD's Alternative Display Facility as a Temporary Pilot, 44133-44135 [E5-4087]
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Federal Register / Vol. 70, No. 146 / Monday, August 1, 2005 / Notices
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–DTC–2005–07 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.
All submissions should refer to File
Number SR–DTC–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 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 filings also
will be available for inspection and
copying at the principal office of DTC
and on DTC’s Web site at https://
www.dtc.org. 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–DTC–
2005–07 and should be submitted on or
before August 22, 2005.
For the Commission by the Division of
Market Regulation, pursuant to delegated
authority.5
Margaret H. McFarland,
Deputy Secretary.
[FR Doc. E5–4078 Filed 7–29–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–52122; File No. SR–NASD–
2005–092]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change to Extend Operation of
NASD’s Alternative Display Facility as
a Temporary Pilot
July 25, 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 July 20,
2005, the National Association of
Securities Dealers, Inc. (‘‘NASD’’) filed
with the Securities and Exchange
Commission (‘‘SEC’’ or the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which items have been prepared
by NASD. NASD has designated the
proposed rule change as a ‘‘noncontroversial’’ rule change pursuant to
Rule 19b–4(f)(6) under the Act,3 which
renders the proposal effective upon
filing with the Commission. 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
NASD is proposing to extend for nine
months, to April 26, 2006, the operation
of NASD’s Alternative Display Facility
(‘‘ADF’’) on a pilot basis. The ADF pilot
program, as approved by the SEC on
July 24, 2002, and extended on April 17,
2003, January 26, 2004, and October 26,
2004, will expire on July 26, 2005. The
pilot permits members to quote and
trade only Nasdaq-listed securities on or
through the ADF. The text of the
proposed rule change is below.
Proposed new language is in italics;
proposed deletions are in [brackets].
*
*
*
*
*
4000A. NASD ALTERNATIVE
DISPLAY FACILITY
NASD Alternative Display Facility
(‘‘ADF’’) is the facility to be operated by
NASD on a nine-month pilot basis for
members that choose to quote or effect
trades in Nasdaq securities (‘‘ADFeligible securities’’) otherwise than on
Nasdaq or on an exchange. The ADF
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
2 17
CFR 200.30–3(a)(12).
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14:01 Jul 29, 2005
Jkt 205001
will collect and disseminate quotations,
compare trades, and collect and
disseminate trade reports. Those NASD
members that utilize ADF systems for
quotation or trading activities must
comply with the Rule 4000A, Rule 5400
and Rule 6000A Series, as well as all
other applicable NASD Rules. The ADF
pilot will expire on [July 26, 2005] April
26, 2006.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NASD 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. NASD 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
On July 24, 2002, the Commission
approved SR–NASD–2002–97,4 which
authorizes NASD to operate the ADF on
a pilot basis for nine months. NASD
subsequently filed for immediate
effectiveness proposed rule changes SR–
NASD–2003–067 to extend the pilot
until January 26, 2004; 5 SR–NASD–
2004–012 to extend the pilot until
October 26, 2004; 6 and SR–NASD–
2004–160 to extend the pilot until July
26, 2005.7 As described in detail in SR–
NASD–2001–90, the ADF is a quotation
collection, trade comparison, and trade
reporting facility developed by NASD in
accordance with the Commission’s
SuperMontage Approval Order 8 and in
conjunction with Nasdaq’s anticipated
registration as a national securities
exchange.9 In addition, since the
Commission gave its initial approval to
the ADF pilot, NASD has filed several
other ADF-related rule change proposals
4100A. General
1 15
5 17
44133
PO 00000
Frm 00051
Fmt 4703
Sfmt 4703
4 Securities Exchange Act Release No. 46249 (July
24, 2002), 67 FR 49822 (July 31, 2002).
5 Securities Exchange Act Release No. 47633
(April 10, 2003), 68 FR 19043 (April 17, 2003).
6 Securities Exchange Act Release No. 49131
(January 27, 2004), 69 FR 5229 (February 3, 2004).
7 Securities Exchange Act Release No. 50601
(October 28, 2004), 69 FR 64611 (November 5,
2004).
8 Securities Exchange Act Release No. 43863
(January 19, 2001), 66 FR 8020 (January 26, 2001).
9 Securities Exchange Act Release No. 44396
(June 7, 2001), 66 FR 31952 (June 13, 2001).
E:\FR\FM\01AUN1.SGM
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44134
Federal Register / Vol. 70, No. 146 / Monday, August 1, 2005 / Notices
that have been incorporated into the
operation and administration of the
pilot.10
The ADF ultimately should provide
market participants the ability to quote
and trade Nasdaq and exchange-listed
securities. The current ADF pilot
program, however, permits operation of
the ADF with respect to Nasdaq
securities only. This is because several
regulatory issues relating to the trading
of exchange-listed securities on the ADF
have not been resolved.
The ADF has been operating
successfully during the pilot period. In
the SuperMontage approval order, the
Commission stated that the ADF met the
conditions set forth in that order to
provide an alternative quotation
collection, trade comparison, and trade
reporting facility. NASD believes that
the ADF has since continued to honor
those conditions. Meanwhile, the issues
related to trading exchange-listed
securities—and by extension, approval
of the operation of ADF on a permanent
basis—remain unresolved. Accordingly,
NASD believes it is appropriate to
10 On
January 30, 2003, NASD filed proposed rule
change SR–NASD–2003–009 to revise the
transaction and quotation-related fees applicable to
ADF activity during the pilot program. The rule
change proposal became effective upon filing, with
an implementation date of February 17, 2003. On
January 6, 2004, the Commission granted
accelerated approval to SR–NASD–2003–145, a
proposal to amend the ADF pilot rules to give
jurisdiction to a three-member subcommittee of
NASD’s Market Regulation Committee to review
system outage determinations under NASD Rule
4300A(f) and excused withdrawal denials under
NASD Rule 4619A. The rule change proposal
became effective contemporaneous with the
Commission’s approval. On December 4, 2003,
NASD filed for immediate effectiveness a proposed
rule change to amend NASD Rule 4613A(c) to
clarify that NASD may suspend quotations in the
ADF displayed by any market participant, including
an ECN, that are no longer reasonably related to the
prevailing market.
Additionally, NASD filed with the Commission
three other rule change proposals. On March 12,
2004, the Commission approved SR–NASD–2003–
175, a proposal to repeal NASD Rule 4613A(e)(1),
which requires members that display priced
quotations for a Nasdaq security in two or more
market centers to display the same priced
quotations for that security in each market center.
On August 18, 2004, the Commission approved SR–
NASD–2004–002, a proposed rule change to amend
NASD Rule 4300A to require an ADF Market
Participant to provide advance written notice to
NASD’s ADF Market Operations before denying
electronic access to its ADF quote to any NASD
member in the limited circumstances where a
broker-dealer fails to pay contractually obligated
costs for access to the Market Participant’s
quotations. On March 10, 2005, the Commission
approved SR–NASD–2004–159, a proposed rule
change to establish NASD Rule 4400A, which gives
NASD authority to receive and review complaints
against ADF Market Participants that allege denial
of direct or indirect access pursuant to NASD Rule
4300A. Telephone conversation between Philip
Shaikun, Associate General Counsel, NASD, and
Leah Mesfin, Special Counsel, Division of Market
Regulation, Commission, on July 23, 2005.
VerDate jul<14>2003
14:01 Jul 29, 2005
Jkt 205001
extend the pilot period for ADF trading
in Nasdaq securities for the shorter of
nine months or until approval or until
approval of the ADF on a permanent
basis.
The proposed rule change will
become effective upon filing, will be
implemented on July 26, 2005, and will
expire on April 26, 2006.
2. Statutory Basis
NASD believes that the rule proposal
is consistent with Section 15A(b)(6) of
the Act,11 which requires that NASD
rules must be designed to prevent
fraudulent and manipulative acts and
practices; to promote just and equitable
principles of trade; to foster cooperation
and coordination among persons
engaged in regulating, clearing, settling,
processing information and facilitating
transactions in securities; 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. In addition, this rule
proposal is consistent with Section
15A(b)(6) of the Act because it does not
permit unfair discrimination between
customers, issuers, brokers, or dealers;
fix minimum profits; impose any
schedule or fix rates of commissions,
allowances, discounts, or other fees to
be charged by members; or regulate
matters not related to the purposes of
the Act or the administration of NASD.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASD 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 were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
NASD asserts that the foregoing rule
change has become effective pursuant to
Section 19(b)(3)(A) of the Act 12 and
Rule 19b–4(f)(6) thereunder 13 because
the rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; or (iii) become operative
PO 00000
11 15
U.S.C. 78o–3(b)(6).
U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(6).
12 15
Frm 00052
Fmt 4703
Sfmt 4703
for 30 days from the day 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.14 NASD has requested
that the Commission waive the
requirement that the rule change not
become operative for 30 days after the
date of the filing. The Commission finds
good cause for the proposed rule change
to become operative prior to the 30th
day after the date of publication of the
notice of filing thereof and designates it
to be operative immediately because the
proposed rule change will prevent the
benefits provided by the current ADF
pilot program from lapsing.15
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
the 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
Number SR–NASD–2005–092 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. All submissions should
refer to File Number SR–NASD–2005–
092. 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.
14 In addition, Rule 19b–4(f)(6) requires a selfregulatory organization to submit to the
Commission written notice of its intent to file the
proposed rule change, along with a brief description
and text of 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 Commission
has waived that requirement in this case.
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. See 15 U.S.C. 78c(f).
E:\FR\FM\01AUN1.SGM
01AUN1
Federal Register / Vol. 70, No. 146 / Monday, August 1, 2005 / Notices
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 NASD. 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–NASD–2005–092 and
should be submitted on or before
August 22, 2005.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.16
Margaret H. McFarland,
Deputy Secretary.
[FR Doc. E5–4087 Filed 7–29–05; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–52121; File No. SR–NASD–
2005–088]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Non-NASD
Member Access to Nasdaq’s Brut
Facility
July 25, 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 July 15,
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 (‘‘SEC’’ or the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which items have been prepared
16 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
VerDate jul<14>2003
14:01 Jul 29, 2005
by Nasdaq. Nasdaq has designated the
proposed rule change as a ‘‘noncontroversial’’ rule change under Rule
19b–4(f)(6) under the Act,3 which
renders the proposal effective upon
filing with the Commission. 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
Nasdaq proposes to extend, through
December 31, 2005, the ability of nonNASD member firms to use Nasdaq’s
Brut Facility. The text of the proposed
rule change is below. Proposed new
language is in italics; proposed
deletions are in [brackets].
*
*
*
*
*
4901. Definitions
Unless stated otherwise, the terms
described below shall have the
following meaning:
(a) through (h) No Change.
(i) The term ‘‘Participant’’ shall mean
an NASD member that fulfills the
obligations contained in Rule 4902
regarding participation in the System.
Until [July] December 31, 2005, the term
‘‘Participant’’ shall also include nonNASD members that desire to use the
System and otherwise meet all other
requirements for System participation.
(j) through (w) 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,
Nasdaq 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. Nasdaq 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
Currently, Brut provides direct access
to its system to non-NASD member
entities. As part of the original approval
of Brut’s Rules, Nasdaq and Commission
Staff agreed to allow Brut to continue to
provide such non-NASD member access
3 17
Jkt 205001
PO 00000
CFR 240.19b–4(f)(6).
Frm 00053
Fmt 4703
Sfmt 4703
44135
until July 31, 2005. This filing seeks to
extend Brut’s ability to provide nonNASD member access through
December 31, 2005, while Nasdaq and
Commission staff continue to review
issues related to non-member
participation in facilities owned by selfregulatory organizations.
During the period of the above
extension, Nasdaq will continue,
pursuant to NASD Rule 4914, to
maintain procedures and internal
controls to restrict the flow of
confidential information between the
Brut System and the separate
introducing broker functions that Brut
performs for non-NASD member firms.
2. Statutory Basis
Nasdaq believes that the proposed
rule change is consistent with the
provisions of Section 15A of the Act,4 in
general and with Section 15A(b)(6) of
the Act,5 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to a free
and open market and a national market
system, and, in general, to protect
investors and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Nasdaq 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 were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective as a non-controversial proposal
pursuant to Section 19(b)(3)(A) of the
Exchange Act 6 and Rule 19b–4(f)(6) 7
thereunder because the rule change does
not: (i) Significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; or (iii) become
operative for 30 days from the day 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.
4 15
U.S.C. 78o–3.
U.S.C. 78o–3(b)(6).
6 15 U.S.C. 78s(b)(3)(A).
7 17 CFR 240.19b–4(f)(6).
5 15
E:\FR\FM\01AUN1.SGM
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Agencies
[Federal Register Volume 70, Number 146 (Monday, August 1, 2005)]
[Notices]
[Pages 44133-44135]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E5-4087]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-52122; File No. SR-NASD-2005-092]
Self-Regulatory Organizations; National Association of Securities
Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change to Extend Operation of NASD's Alternative Display Facility
as a Temporary Pilot
July 25, 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 July 20, 2005, the National Association of Securities Dealers, Inc.
(``NASD'') filed with the Securities and Exchange Commission (``SEC''
or the ``Commission'') the proposed rule change as described in Items I
and II below, which items have been prepared by NASD. NASD has
designated the proposed rule change as a ``non-controversial'' rule
change pursuant to Rule 19b-4(f)(6) under the Act,\3\ which renders the
proposal effective upon filing with the Commission. The Commission is
publishing this notice to solicit comments on the proposed rule change
from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NASD is proposing to extend for nine months, to April 26, 2006, the
operation of NASD's Alternative Display Facility (``ADF'') on a pilot
basis. The ADF pilot program, as approved by the SEC on July 24, 2002,
and extended on April 17, 2003, January 26, 2004, and October 26, 2004,
will expire on July 26, 2005. The pilot permits members to quote and
trade only Nasdaq-listed securities on or through the ADF. The text of
the proposed rule change is below. Proposed new language is in italics;
proposed deletions are in [brackets].
* * * * *
4000A. NASD ALTERNATIVE DISPLAY FACILITY
4100A. General
NASD Alternative Display Facility (``ADF'') is the facility to be
operated by NASD on a nine-month pilot basis for members that choose to
quote or effect trades in Nasdaq securities (``ADF-eligible
securities'') otherwise than on Nasdaq or on an exchange. The ADF will
collect and disseminate quotations, compare trades, and collect and
disseminate trade reports. Those NASD members that utilize ADF systems
for quotation or trading activities must comply with the Rule 4000A,
Rule 5400 and Rule 6000A Series, as well as all other applicable NASD
Rules. The ADF pilot will expire on [July 26, 2005] April 26, 2006.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, NASD 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. NASD 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
On July 24, 2002, the Commission approved SR-NASD-2002-97,\4\ which
authorizes NASD to operate the ADF on a pilot basis for nine months.
NASD subsequently filed for immediate effectiveness proposed rule
changes SR-NASD-2003-067 to extend the pilot until January 26, 2004;
\5\ SR-NASD-2004-012 to extend the pilot until October 26, 2004; \6\
and SR-NASD-2004-160 to extend the pilot until July 26, 2005.\7\ As
described in detail in SR-NASD-2001-90, the ADF is a quotation
collection, trade comparison, and trade reporting facility developed by
NASD in accordance with the Commission's SuperMontage Approval Order
\8\ and in conjunction with Nasdaq's anticipated registration as a
national securities exchange.\9\ In addition, since the Commission gave
its initial approval to the ADF pilot, NASD has filed several other
ADF-related rule change proposals
[[Page 44134]]
that have been incorporated into the operation and administration of
the pilot.\10\
---------------------------------------------------------------------------
\4\ Securities Exchange Act Release No. 46249 (July 24, 2002),
67 FR 49822 (July 31, 2002).
\5\ Securities Exchange Act Release No. 47633 (April 10, 2003),
68 FR 19043 (April 17, 2003).
\6\ Securities Exchange Act Release No. 49131 (January 27,
2004), 69 FR 5229 (February 3, 2004).
\7\ Securities Exchange Act Release No. 50601 (October 28,
2004), 69 FR 64611 (November 5, 2004).
\8\ Securities Exchange Act Release No. 43863 (January 19,
2001), 66 FR 8020 (January 26, 2001).
\9\ Securities Exchange Act Release No. 44396 (June 7, 2001), 66
FR 31952 (June 13, 2001).
\10\ On January 30, 2003, NASD filed proposed rule change SR-
NASD-2003-009 to revise the transaction and quotation-related fees
applicable to ADF activity during the pilot program. The rule change
proposal became effective upon filing, with an implementation date
of February 17, 2003. On January 6, 2004, the Commission granted
accelerated approval to SR-NASD-2003-145, a proposal to amend the
ADF pilot rules to give jurisdiction to a three-member subcommittee
of NASD's Market Regulation Committee to review system outage
determinations under NASD Rule 4300A(f) and excused withdrawal
denials under NASD Rule 4619A. The rule change proposal became
effective contemporaneous with the Commission's approval. On
December 4, 2003, NASD filed for immediate effectiveness a proposed
rule change to amend NASD Rule 4613A(c) to clarify that NASD may
suspend quotations in the ADF displayed by any market participant,
including an ECN, that are no longer reasonably related to the
prevailing market.
Additionally, NASD filed with the Commission three other rule
change proposals. On March 12, 2004, the Commission approved SR-
NASD-2003-175, a proposal to repeal NASD Rule 4613A(e)(1), which
requires members that display priced quotations for a Nasdaq
security in two or more market centers to display the same priced
quotations for that security in each market center. On August 18,
2004, the Commission approved SR-NASD-2004-002, a proposed rule
change to amend NASD Rule 4300A to require an ADF Market Participant
to provide advance written notice to NASD's ADF Market Operations
before denying electronic access to its ADF quote to any NASD member
in the limited circumstances where a broker-dealer fails to pay
contractually obligated costs for access to the Market Participant's
quotations. On March 10, 2005, the Commission approved SR-NASD-2004-
159, a proposed rule change to establish NASD Rule 4400A, which
gives NASD authority to receive and review complaints against ADF
Market Participants that allege denial of direct or indirect access
pursuant to NASD Rule 4300A. Telephone conversation between Philip
Shaikun, Associate General Counsel, NASD, and Leah Mesfin, Special
Counsel, Division of Market Regulation, Commission, on July 23,
2005.
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The ADF ultimately should provide market participants the ability
to quote and trade Nasdaq and exchange-listed securities. The current
ADF pilot program, however, permits operation of the ADF with respect
to Nasdaq securities only. This is because several regulatory issues
relating to the trading of exchange-listed securities on the ADF have
not been resolved.
The ADF has been operating successfully during the pilot period. In
the SuperMontage approval order, the Commission stated that the ADF met
the conditions set forth in that order to provide an alternative
quotation collection, trade comparison, and trade reporting facility.
NASD believes that the ADF has since continued to honor those
conditions. Meanwhile, the issues related to trading exchange-listed
securities--and by extension, approval of the operation of ADF on a
permanent basis--remain unresolved. Accordingly, NASD believes it is
appropriate to extend the pilot period for ADF trading in Nasdaq
securities for the shorter of nine months or until approval or until
approval of the ADF on a permanent basis.
The proposed rule change will become effective upon filing, will be
implemented on July 26, 2005, and will expire on April 26, 2006.
2. Statutory Basis
NASD believes that the rule proposal is consistent with Section
15A(b)(6) of the Act,\11\ which requires that NASD rules must be
designed to prevent fraudulent and manipulative acts and practices; to
promote just and equitable principles of trade; to foster cooperation
and coordination among persons engaged in regulating, clearing,
settling, processing information and facilitating transactions in
securities; 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. In addition, this rule
proposal is consistent with Section 15A(b)(6) of the Act because it
does not permit unfair discrimination between customers, issuers,
brokers, or dealers; fix minimum profits; impose any schedule or fix
rates of commissions, allowances, discounts, or other fees to be
charged by members; or regulate matters not related to the purposes of
the Act or the administration of NASD.
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\11\ 15 U.S.C. 78o-3(b)(6).
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B. Self-Regulatory Organization's Statement on Burden on Competition
NASD 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 were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
NASD asserts that the foregoing rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \12\ and Rule 19b-4(f)(6)
thereunder \13\ because the rule change does not: (i) Significantly
affect the protection of investors or the public interest; (ii) impose
any significant burden on competition; or (iii) become operative for 30
days from the day 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.\14\ NASD has requested that the Commission
waive the requirement that the rule change not become operative for 30
days after the date of the filing. The Commission finds good cause for
the proposed rule change to become operative prior to the 30th day
after the date of publication of the notice of filing thereof and
designates it to be operative immediately because the proposed rule
change will prevent the benefits provided by the current ADF pilot
program from lapsing.\15\
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(6).
\14\ In addition, Rule 19b-4(f)(6) requires a self-regulatory
organization to submit to the Commission written notice of its
intent to file the proposed rule change, along with a brief
description and text of 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
Commission has waived that requirement in this case.
\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. See 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 the 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 rule-comments@sec.gov. Please include
File Number SR-NASD-2005-092 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. All submissions should refer to File Number
SR-NASD-2005-092. 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.
[[Page 44135]]
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 NASD. 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-NASD-2005-092 and should be
submitted on or before August 22, 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).
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Margaret H. McFarland,
Deputy Secretary.
[FR Doc. E5-4087 Filed 7-29-05; 8:45 am]
BILLING CODE 8010-01-P