Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.; Notice of Filing of Proposed Rule Change and Amendment No. 1 Thereto Relating to the Exchange's Business Conduct Committee and Disciplinary Rules, 30462-30464 [E6-8133]
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30462
Federal Register / Vol. 71, No. 102 / Friday, May 26, 2006 / Notices
The Exchange states that the purpose
of extending the Exchange’s payment for
order flow program for an additional
year is to remain competitive with other
options exchanges that administer
payment for order flow programs.
The proposal, consistent with the
Exchange’s current payment for order
flow program, will remain in effect as a
pilot program that is scheduled to
expire on May 27, 2007, the same date
as the one-year pilot program in effect
in connection with the provisions of
Exchange Rule 1080(l) relating to
Directed Orders.12
2. Statutory Basis
The Exchange believes that its
proposal to amend its schedule of fees
is consistent with section 6(b) of the
Act 13 in general, and furthers the
objectives of section 6(b)(4) of the Act 14
in particular, in that it is an equitable
allocation of reasonable, dues, fees and
other charges among Exchange
members.
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
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
jlentini on PROD1PC65 with NOTICES
The foregoing proposed rule change
has been designated as a fee change
pursuant to section 19(b)(3)(A)(ii) of the
Act 15 and Rule 19b–4(f)(2) 16
thereunder, because it establishes or
changes a due, fee, or other charge
imposed by the Exchange. Accordingly,
the proposal will take effect upon filing
with the Commission. At any time
within 60 days of the filing of such
proposed rule change, the Commission
may summarily abrogate such rule
change if it appears to the Commission
that such action is necessary or
appropriate in the public interest, for
the protection of investors, or otherwise
in furtherance of the purposes of the
Act.
12 See
supra note 6.
U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(4).
15 15 U.S.C. 78s(b)(3)(A)(ii).
16 17 CFR 240.19b–4(f)(2).
16:12 May 25, 2006
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–Phlx–2006–33 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–53846; File No. SR–Phlx–
2005–65]
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Notice of Filing of Proposed Rule
Change and Amendment No. 1 Thereto
Relating to the Exchange’s Business
Conduct Committee and Disciplinary
Rules
May 19, 2006.
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934
Paper Comments
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
• Send paper comments in triplicate
2, 2005, the Philadelphia Stock
to Nancy M. Morris, Secretary,
Exchange, Inc. (‘‘Phlx’’ or ‘‘Exchange’’)
Securities and Exchange Commission,
filed with the Securities and Exchange
100 F Street, NE., Washington, DC
20549–1090.
Commission (‘‘SEC’’ or ‘‘Commission’’)
All submissions should refer to File
the proposed rule change as described
Number SR–Phlx–2006–33. This file
in Items I, II, and III below, which Items
number should be included on the
have been prepared by the Phlx. On
subject line if e-mail is used. To help the May 16, 2006, the Phlx filed
Commission process and review your
Amendment No. 1 to the proposed rule
comments more efficiently, please use
change.3 The Commission is publishing
only one method. The Commission will this notice to solicit comments on the
post all comments on the Commission’s proposed rule change, as amended, from
Internet Web site (https://www.sec.gov/
interested persons.
rules/sro.shtml). Copies of the
I. Self-Regulatory Organization’s
submission, all subsequent
amendments, all written statements
Statement of the Terms of Substance of
with respect to the proposed rule
the Proposed Rule Change
change that are filed with the
The Phlx proposes to amend
Commission, and all written
Exchange By-Law Article X, Section 10–
communications relating to the
11, Business Conduct Committee and
proposed rule change between the
Commission and any person, other than Exchange Rules 960 and 970 to: (1)
Establish a Hearing Officer position; (2)
those that may be withheld from the
amend certain provisions relating to the
public in accordance with the
retention and compensation of Hearing
provisions of 5 U.S.C. 552, will be
Panelists; (3) amend the hearing process
available for inspection and copying in
the Commission’s Public Reference
as it relates to decisions issued by the
Room. Copies of the filing also will be
Hearing Panel; and (4) make other
available for inspection and copying at
minor, non-substantive changes to
the principal office of the Phlx. All
Exchange By-Law Article X, Section 10–
comments received will be posted
11, Business Conduct Committee and
without change; the Commission does
Rules 960 and 970. Specifically, the
not edit personal identifying
proposal discussed below would create
information from submissions. You
the new staff position of a ‘‘Hearing
should submit only information that
Officer,’’ who, along with two other
you wish to make available publicly. All Hearing Panelists, would hear contested
submissions should refer to File
disciplinary matters that previously
Number SR–Phlx–2006–33 and should
were heard by the Business Conduct
be submitted on or before June 16, 2006. Committee (‘‘BCC’’ or ‘‘Committee’’).
For the Commission, by the Division of
The text of the proposed rule change is
Market Regulation, pursuant to delegated
available on the Phlx’s Web site
authority.17
(https://www.phlx.com), at the Phlx’s
Nancy M. Morris,
Office of the Secretary, and at the
Secretary.
Commission’s Public Reference Room.
[FR Doc. E6–8097 Filed 5–25–06; 8:45 am]
13 15
VerDate Aug<31>2005
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
BILLING CODE 8010–01–P
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 SEE Amendment No. 1.
2 17
17 17
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PO 00000
CFR 200.30–3(a)(12).
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Federal Register / Vol. 71, No. 102 / Friday, May 26, 2006 / Notices
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
Phlx 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 Phlx 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
jlentini on PROD1PC65 with NOTICES
1. Purpose
Background: Currently, pursuant to
Exchange Rule 960.5(a), a hearing on a
Statement of Charges is held before a
Hearing Panel composed of three
persons appointed by the Chairman of
the BCC or the Chairman’s designee.
The presiding person of each Hearing
Panel is a member of the Committee.
The other two persons on the Hearing
Panel are members of the Exchange, or
general partners or officers of member
organizations, or such other persons
whom the Chairman of the BCC or the
Chairman’s designee considers to be
qualified.
Currently, pursuant to Exchange Rule
960.5(d), after the conclusion of the
hearing, the Hearing Panel reviews the
entire record of the proceeding and
submits a written hearing report to the
Committee containing proposed
findings of fact, conclusions of
violations and a recommendation as to
appropriate sanctions, to be considered
by the Committee at the next Committee
meeting after the report is completed.
After reviewing the entire record of
the disciplinary proceeding, the BCC, by
a majority of the members voting,
determines whether the Respondent has
committed violations and the
appropriate sanctions, if any.4 The BCC
then issues a written decision, including
in its decision a statement of findings
and conclusions, with the reasons
therefor, upon all material issues
presented in the record, and whether
each violation within the disciplinary
jurisdiction of the Exchange alleged in
the statement of charges has occurred.
Hearing Officer
The Exchange proposes to establish a
new permanent professional position of
Hearing Officer. The responsibilities of
4 See
Exchange Rule 960.8.
VerDate Aug<31>2005
16:12 May 25, 2006
Jkt 208001
the Hearing Officer would include, but
are not limited to: presiding over
hearings in contested disciplinary cases
authorized by the Exchange’s BCC,
conducting pre-hearing conferences,
ruling on procedural or discovery
matters, scheduling hearing sessions,
making all necessary evidentiary or
other rulings (in consultation with the
Hearing Panelists), regulating the
conduct of the hearing, imposing
appropriate sanctions for improper
conduct by a party or a party’s
representative, drafting and issuing
decisions on behalf of the Hearing Panel
and rendering decisions in connection
with Summary Disposition
Proceedings.5 The Hearing Officer
would not be permitted to be involved
in any manner in the investigation of
possible misconduct, to participate in
the consideration by the BCC of whether
to institute a disciplinary action, to
render a decision following a hearing
without the concurrence of a majority of
the Hearing Panel, to rule upon requests
to disqualify the Hearing Officer or any
member of the Hearing Panel, or to issue
citations for violations of Exchange
rules or floor procedure advices.6
The Hearing Officer would report to
the Audit Committee for all
performance and compensation
purposes to help ensure that the Hearing
Officer is completely neutral and
accountable to the Audit Committee
alone. The Hearing Officer would
merely report to the General Counsel or
his or her designee to comply with
policies and procedures applicable to all
employees of the Exchange, such as
reporting vacation time or sick leave.
Hearing Panelists
Consistent with current practice, the
Hearing Panelists would be selected
based on their background, experience
and training, which should qualify them
to consider and make determinations
regarding the subject matter to be
presented to the Hearing Panel. Other
factors to consider include the
availability of the individual Hearing
Panelists, the extent of their prior
service on Hearing Panels and any
relationship between such persons and
the Respondent, which might make it
inappropriate for such persons to serve
5 See
proposed Exchange Rule 960.6.
addition, in accordance with By-Law Article
X, Section 10–11, the jurisdiction of the Hearing
Officer and Hearing Panel shall not extend to the
enforcement of rules and regulations of the Floor
Procedure Committee or the Options Committee
relating to order, decorum, health, safety and
welfare on the trading floors, or to hearings held by
and sanctions imposed by such committees relating
to such matters, except as permitted by the rules of
the Exchange or any interpretation thereof, and any
regulations promulgated thereunder.
6 In
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30463
on the Hearing Panel. The BCC Chair, or
the Chair’s designee, would select the
Hearing Panelists for each matter from
a pool of qualified panelists.7
After being designated as a qualified
panelist, the Exchange intends to have
each prospective panelist complete a
mandatory training session to be
conducted by the Hearing Officer.
Qualified panelists would serve for
three-year terms. After that time, if a
panelist wished to continue serving, the
panelist would be required to submit an
updated application, which would be
reviewed by the BCC.
Currently, pursuant to Exchange Rule
960.5(a)(4), Hearing Panelists may be
compensated in extraordinary cases, as
determined by the Chair of the BCC, in
consultation with the Chairman of the
Board of Governors.8 The Exchange
proposes that Hearing Panelists be
compensated for all hearing sessions
and for one deliberation session per
disciplinary proceeding. A hearing
session would be defined as any
meeting between the parties and
Hearing Panelists, including pre-hearing
conferences. Hearing Panelists would be
compensated at a fixed rate for each
session that lasts four hours or less.9 For
example, if a hearing on a given day
lasted a total of six hours, Hearing
Panelists would be compensated for two
hearing sessions. This fixed and nonnegotiable rate would be the same for
each hearing session, and for one
deliberation session for which a Hearing
Panel renders a decision, but no
compensation would be paid for ‘‘study
time’’ (i.e., reviewing materials in
preparation for a pre-hearing conference
or hearing). If a case settled prior to a
hearing, panelists would not receive any
compensation, unless a pre-hearing
conference (which is included in the
definition of a hearing session and for
which compensation would be given)
was held. If a hearing were cancelled,
the panelists would not be entitled to
7 The Exchange intends to form a ‘‘pool’’ of prequalified Hearing Panelists for contested
disciplinary cases. In order to form this pool, the
staff intends to develop a questionnaire, using as a
model the questionnaire currently used by the
NASD for potential members of arbitration panels.
Members of the BCC would not be eligible to serve
as Hearing Panelists. However, as discussed in
proposed Rule 960.5(a)(7), if the Hearing Officer is
unable to preside over the hearing for any reason,
the Chair of the BCC shall appoint a qualified
replacement Hearing Officer for that hearing, which
could possibly include a member of the BCC.
8 Factors to be considered when determining
whether a case is extraordinary include, but are not
limited to, the anticipated length of time of the
hearing; the complexity and serious nature of the
matter; and the magnitude of the potential penalty.
9 Compensation for Hearing Panelists would be
subject to a cap amount per day, regardless of the
number of hearing sessions (or Board or Committee
meetings attended).
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Federal Register / Vol. 71, No. 102 / Friday, May 26, 2006 / Notices
compensation, but would be reimbursed
for any travel-related expenses incurred,
if applicable. If a Hearing Panelist is
also a member of the Board, any Board
or Standing Committee meetings that
are held on the same day as the hearing
would be considered a single meeting
for the purposes of compensation.
Issuance of Decisions
If an Offer of Settlement (‘‘Offer’’) is
submitted to the BCC before a hearing
commences, even if the Hearing
Panelists are selected, the Committee
would still consider the Offer and, if
accepted, issue a decision. If an Offer is
submitted after a hearing commences,
however, the Exchange staff would
promptly submit its position with
respect to such Offer. The Hearing
Panelists would then determine whether
to consider the Offer and, if considered,
whether to accept or reject the Offer.10
A decision issued by the Hearing
Panel would be considered final. Any
appeal of the decision would be taken
directly to the Exchange’s Board of
Governors.
The purpose of the proposal is to
replace the current BCC hearing process
described above to make it more
efficient. By having a permanent and
independent Hearing Officer and prescreened, qualified Hearing Panelists,
the formal hearing process should be
expedited and the sanctioning process
reconciled so that sanctions for similar
misconduct are imposed more
uniformly given that the same Hearing
Officer would preside over all hearings.
Pre-screening Hearing Panelists and
compensating them should also help to
ensure that qualified panelists are
selected to serve on Exchange Hearing
Panels. In addition, the Exchange
believes that having the Hearing Panel
issue a final decision directly, without
having to go to the BCC for review and
approval, should help expedite the
issuance of decisions.
2. Statutory Basis
jlentini on PROD1PC65 with NOTICES
The Exchange believes that its
proposal is consistent with section 6(b)
of the Act 11 in general, and furthers the
objectives of sections 6(b)(5), 6(b)(6) and
6(b)(7) of the Act 12 in particular, in that
this proposal should help to: (i) Protect
investors and the public interest; (ii)
appropriately discipline members,
10 The BCC will continue to hear any current
matters through their completion if a hearing has
already commenced. Thus, if the proposed rule
change is approved by the Commission and
implemented in the middle of an ongoing hearing,
the BCC will hear that matter through its
completion and will issue the decision accordingly.
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(5), (6) and (7).
VerDate Aug<31>2005
16:12 May 25, 2006
Jkt 208001
member organizations and persons
associated with members or member
organizations; and (iii) provide a fair
procedure for the disciplining of
members, member organizations and
persons associated with members or
member organizations.
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
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the Phlx consents, the
Commission will:
(A) By order approve such proposed
rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
The Commission is considering
granting accelerated approval of the
proposed rule change at the end of a 15day comment period.13
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 rulecomments@sec.gov. Please include File
Number SR–Phlx–2005–65 on the
subject line.
13 The Phlx has requested accelerated approval of
this proposed rule change prior to the 30th day after
the date of publication of the notice of the filing
thereof.
PO 00000
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Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–Phlx–2005–65. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room. Copies of the filing also will be
available for inspection and copying at
the principal office of the Phlx. 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–Phlx–2005–65 and should
be submitted on or before June 12, 2006.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.14
Nancy M. Morris,
Secretary.
[FR Doc. E6–8133 Filed 5–25–06; 8:45 am]
BILLING CODE 8010–01–P
SOCIAL SECURITY ADMINISTRATION
Agency Information Collection
Activities: Proposed Request and
Comment Request
The Social Security Administration
(SSA) publishes a list of information
collection packages that will require
clearance by the Office of Management
and Budget (OMB) in compliance with
Public Law 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. The information collection
packages that may be included in this
notice are for new information
14 17
E:\FR\FM\26MYN1.SGM
CFR 200.30–3(a)(12).
26MYN1
Agencies
[Federal Register Volume 71, Number 102 (Friday, May 26, 2006)]
[Notices]
[Pages 30462-30464]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-8133]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-53846; File No. SR-Phlx-2005-65]
Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.;
Notice of Filing of Proposed Rule Change and Amendment No. 1 Thereto
Relating to the Exchange's Business Conduct Committee and Disciplinary
Rules
May 19, 2006.
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 November 2, 2005, the Philadelphia Stock Exchange, Inc. (``Phlx'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I, II, and III below, which Items have been prepared by the Phlx.
On May 16, 2006, the Phlx filed Amendment No. 1 to the proposed rule
change.\3\ 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\ See Amendment No. 1.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Phlx proposes to amend Exchange By-Law Article X, Section 10-
11, Business Conduct Committee and Exchange Rules 960 and 970 to: (1)
Establish a Hearing Officer position; (2) amend certain provisions
relating to the retention and compensation of Hearing Panelists; (3)
amend the hearing process as it relates to decisions issued by the
Hearing Panel; and (4) make other minor, non-substantive changes to
Exchange By-Law Article X, Section 10-11, Business Conduct Committee
and Rules 960 and 970. Specifically, the proposal discussed below would
create the new staff position of a ``Hearing Officer,'' who, along with
two other Hearing Panelists, would hear contested disciplinary matters
that previously were heard by the Business Conduct Committee (``BCC''
or ``Committee''). The text of the proposed rule change is available on
the Phlx's Web site (https://www.phlx.com), at the Phlx's Office of the
Secretary, and at the Commission's Public Reference Room.
[[Page 30463]]
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 Phlx 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 Phlx 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
Background: Currently, pursuant to Exchange Rule 960.5(a), a
hearing on a Statement of Charges is held before a Hearing Panel
composed of three persons appointed by the Chairman of the BCC or the
Chairman's designee. The presiding person of each Hearing Panel is a
member of the Committee. The other two persons on the Hearing Panel are
members of the Exchange, or general partners or officers of member
organizations, or such other persons whom the Chairman of the BCC or
the Chairman's designee considers to be qualified.
Currently, pursuant to Exchange Rule 960.5(d), after the conclusion
of the hearing, the Hearing Panel reviews the entire record of the
proceeding and submits a written hearing report to the Committee
containing proposed findings of fact, conclusions of violations and a
recommendation as to appropriate sanctions, to be considered by the
Committee at the next Committee meeting after the report is completed.
After reviewing the entire record of the disciplinary proceeding,
the BCC, by a majority of the members voting, determines whether the
Respondent has committed violations and the appropriate sanctions, if
any.\4\ The BCC then issues a written decision, including in its
decision a statement of findings and conclusions, with the reasons
therefor, upon all material issues presented in the record, and whether
each violation within the disciplinary jurisdiction of the Exchange
alleged in the statement of charges has occurred.
---------------------------------------------------------------------------
\4\ See Exchange Rule 960.8.
---------------------------------------------------------------------------
Hearing Officer
The Exchange proposes to establish a new permanent professional
position of Hearing Officer. The responsibilities of the Hearing
Officer would include, but are not limited to: presiding over hearings
in contested disciplinary cases authorized by the Exchange's BCC,
conducting pre-hearing conferences, ruling on procedural or discovery
matters, scheduling hearing sessions, making all necessary evidentiary
or other rulings (in consultation with the Hearing Panelists),
regulating the conduct of the hearing, imposing appropriate sanctions
for improper conduct by a party or a party's representative, drafting
and issuing decisions on behalf of the Hearing Panel and rendering
decisions in connection with Summary Disposition Proceedings.\5\ The
Hearing Officer would not be permitted to be involved in any manner in
the investigation of possible misconduct, to participate in the
consideration by the BCC of whether to institute a disciplinary action,
to render a decision following a hearing without the concurrence of a
majority of the Hearing Panel, to rule upon requests to disqualify the
Hearing Officer or any member of the Hearing Panel, or to issue
citations for violations of Exchange rules or floor procedure
advices.\6\
---------------------------------------------------------------------------
\5\ See proposed Exchange Rule 960.6.
\6\ In addition, in accordance with By-Law Article X, Section
10-11, the jurisdiction of the Hearing Officer and Hearing Panel
shall not extend to the enforcement of rules and regulations of the
Floor Procedure Committee or the Options Committee relating to
order, decorum, health, safety and welfare on the trading floors, or
to hearings held by and sanctions imposed by such committees
relating to such matters, except as permitted by the rules of the
Exchange or any interpretation thereof, and any regulations
promulgated thereunder.
---------------------------------------------------------------------------
The Hearing Officer would report to the Audit Committee for all
performance and compensation purposes to help ensure that the Hearing
Officer is completely neutral and accountable to the Audit Committee
alone. The Hearing Officer would merely report to the General Counsel
or his or her designee to comply with policies and procedures
applicable to all employees of the Exchange, such as reporting vacation
time or sick leave.
Hearing Panelists
Consistent with current practice, the Hearing Panelists would be
selected based on their background, experience and training, which
should qualify them to consider and make determinations regarding the
subject matter to be presented to the Hearing Panel. Other factors to
consider include the availability of the individual Hearing Panelists,
the extent of their prior service on Hearing Panels and any
relationship between such persons and the Respondent, which might make
it inappropriate for such persons to serve on the Hearing Panel. The
BCC Chair, or the Chair's designee, would select the Hearing Panelists
for each matter from a pool of qualified panelists.\7\
---------------------------------------------------------------------------
\7\ The Exchange intends to form a ``pool'' of pre-qualified
Hearing Panelists for contested disciplinary cases. In order to form
this pool, the staff intends to develop a questionnaire, using as a
model the questionnaire currently used by the NASD for potential
members of arbitration panels. Members of the BCC would not be
eligible to serve as Hearing Panelists. However, as discussed in
proposed Rule 960.5(a)(7), if the Hearing Officer is unable to
preside over the hearing for any reason, the Chair of the BCC shall
appoint a qualified replacement Hearing Officer for that hearing,
which could possibly include a member of the BCC.
---------------------------------------------------------------------------
After being designated as a qualified panelist, the Exchange
intends to have each prospective panelist complete a mandatory training
session to be conducted by the Hearing Officer. Qualified panelists
would serve for three-year terms. After that time, if a panelist wished
to continue serving, the panelist would be required to submit an
updated application, which would be reviewed by the BCC.
Currently, pursuant to Exchange Rule 960.5(a)(4), Hearing Panelists
may be compensated in extraordinary cases, as determined by the Chair
of the BCC, in consultation with the Chairman of the Board of
Governors.\8\ The Exchange proposes that Hearing Panelists be
compensated for all hearing sessions and for one deliberation session
per disciplinary proceeding. A hearing session would be defined as any
meeting between the parties and Hearing Panelists, including pre-
hearing conferences. Hearing Panelists would be compensated at a fixed
rate for each session that lasts four hours or less.\9\ For example, if
a hearing on a given day lasted a total of six hours, Hearing Panelists
would be compensated for two hearing sessions. This fixed and non-
negotiable rate would be the same for each hearing session, and for one
deliberation session for which a Hearing Panel renders a decision, but
no compensation would be paid for ``study time'' (i.e., reviewing
materials in preparation for a pre-hearing conference or hearing). If a
case settled prior to a hearing, panelists would not receive any
compensation, unless a pre-hearing conference (which is included in the
definition of a hearing session and for which compensation would be
given) was held. If a hearing were cancelled, the panelists would not
be entitled to
[[Page 30464]]
compensation, but would be reimbursed for any travel-related expenses
incurred, if applicable. If a Hearing Panelist is also a member of the
Board, any Board or Standing Committee meetings that are held on the
same day as the hearing would be considered a single meeting for the
purposes of compensation.
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\8\ Factors to be considered when determining whether a case is
extraordinary include, but are not limited to, the anticipated
length of time of the hearing; the complexity and serious nature of
the matter; and the magnitude of the potential penalty.
\9\ Compensation for Hearing Panelists would be subject to a cap
amount per day, regardless of the number of hearing sessions (or
Board or Committee meetings attended).
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Issuance of Decisions
If an Offer of Settlement (``Offer'') is submitted to the BCC
before a hearing commences, even if the Hearing Panelists are selected,
the Committee would still consider the Offer and, if accepted, issue a
decision. If an Offer is submitted after a hearing commences, however,
the Exchange staff would promptly submit its position with respect to
such Offer. The Hearing Panelists would then determine whether to
consider the Offer and, if considered, whether to accept or reject the
Offer.\10\
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\10\ The BCC will continue to hear any current matters through
their completion if a hearing has already commenced. Thus, if the
proposed rule change is approved by the Commission and implemented
in the middle of an ongoing hearing, the BCC will hear that matter
through its completion and will issue the decision accordingly.
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A decision issued by the Hearing Panel would be considered final.
Any appeal of the decision would be taken directly to the Exchange's
Board of Governors.
The purpose of the proposal is to replace the current BCC hearing
process described above to make it more efficient. By having a
permanent and independent Hearing Officer and pre-screened, qualified
Hearing Panelists, the formal hearing process should be expedited and
the sanctioning process reconciled so that sanctions for similar
misconduct are imposed more uniformly given that the same Hearing
Officer would preside over all hearings.
Pre-screening Hearing Panelists and compensating them should also
help to ensure that qualified panelists are selected to serve on
Exchange Hearing Panels. In addition, the Exchange believes that having
the Hearing Panel issue a final decision directly, without having to go
to the BCC for review and approval, should help expedite the issuance
of decisions.
2. Statutory Basis
The Exchange believes that its proposal is consistent with section
6(b) of the Act \11\ in general, and furthers the objectives of
sections 6(b)(5), 6(b)(6) and 6(b)(7) of the Act \12\ in particular, in
that this proposal should help to: (i) Protect investors and the public
interest; (ii) appropriately discipline members, member organizations
and persons associated with members or member organizations; and (iii)
provide a fair procedure for the disciplining of members, member
organizations and persons associated with members or member
organizations.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(5), (6) and (7).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition 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
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the Phlx consents, the Commission will:
(A) By order approve such proposed rule change, or
(B) Institute proceedings to determine whether the proposed rule
change should be disapproved.
The Commission is considering granting accelerated approval of the
proposed rule change at the end of a 15-day comment period.\13\
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\13\ The Phlx has requested accelerated approval of this
proposed rule change prior to the 30th day after the date of
publication of the notice of the filing thereof.
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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, 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 Number SR-Phlx-2005-65 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2005-65. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/
sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room. Copies of the filing
also will be available for inspection and copying at the principal
office of the Phlx. 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-Phlx-2005-65 and should be submitted on or before June 12, 2006.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Nancy M. Morris,
Secretary.
[FR Doc. E6-8133 Filed 5-25-06; 8:45 am]
BILLING CODE 8010-01-P