Self-Regulatory Organizations; American Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto Relating to the Handling of Immediate or Cancel Orders in Options, 42687-42689 [E6-11986]
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Federal Register / Vol. 71, No. 144 / Thursday, July 27, 2006 / Notices
on Thursday, July 27, 2006: An
adjudicatory matter.
The Commission determined that no
earlier notice thereof was possible.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items. For further
information and to ascertain what, if
any, matters have been added, deleted
or postponed, please contact the Office
of the Secretary at (202) 551–5400.
Dated: July 25, 2006.
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 06–6536 Filed 7–25–06; 11:14 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[File No. 500–1]
In the Matter of Solomon Alliance
Group, Inc.; Order of Suspension of
Trading
July 25, 2006.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Solomon
Alliance Group, Inc. because it has not
filed any periodic reports since the
period ended September 30, 2001.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
company.
Therefore, it is ordered, pursuant to
section 12(k) of the Securities Exchange
Act of 1934, that trading in securities of
the above-listed company is suspended
for the period from 9:30 a.m. EDT on
July 25, 2006, through 11:59 p.m. EDT
on August 7, 2006.
By the Commission.
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 06–6535 Filed 7–25–06; 11:27 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54181; File No. SR–Amex–
2006–61]
Self-Regulatory Organizations;
American Stock Exchange LLC; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change and
Amendment No. 1 Thereto Relating to
the Handling of Immediate or Cancel
Orders in Options
July 20, 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 June 26,
2006, the American Stock Exchange LLC
(‘‘Amex’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been
substantially prepared by the Exchange.
On July 18, 2006, the Exchange filed
Amendment No. 1 to the proposed rule
change.3 The Exchange has designated
this proposal as constituting a stated
policy, practice, or interpretation with
respect to the meaning, administration,
or enforcement of an existing rule of the
Exchange pursuant to Section
19(b)(3)(A)(i) of the Act 4 and Rule 19b–
4(f)(1) thereunder,5 which renders the
proposal effective upon filing with the
Commission.6 The Commission is
publishing this notice to solicit
comments on the proposed rule change,
as amended, from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to clarify the
appropriate handling of immediate or
cancel (‘‘IOC’’) orders in options.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.amex.com, at the Office of
the Secretary of the Exchange, and at the
Commission’s Public Reference Room.
42687
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 provide an
interpretation in connection with the
appropriate handling of IOC orders in
options for the benefit of its members
and the marketplace.
An IOC order in options, as set forth
in Amex Rule 950—ANTE(e)(v), is
defined as a market or limited price
order which is to be executed in whole
or in part as soon as such order is
represented in the ANTE System. Any
portion of an IOC order that is not so
executed is treated as cancelled.
Consistent with Amex Rule 958A–
ANTE (‘‘Firm Quote Rule’’), IOC orders
must be executed as soon as they are
represented in ANTE. Amex Rule
958A—ANTE(c) provides that the
responsible broker or dealer 7 must
execute customer orders in an amount
up to their published quotation size. In
connection with broker dealer orders,
the responsible broker or dealer is
obligated to execute broker-dealer
orders up to the quotation size
established by the Exchange, which
quotation size must be at least one (1)
contract.
The appropriate handling of IOC
orders in a linked environment has
become increasingly complex. Section
8(c) of the intermarket options linkage
plan 8 (‘‘Linkage Plan’’ or ‘‘Linkage’’)
BILLING CODE 8010–01–P
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 In Amendment No. 1, the Exchange proposes to
revise the proposed rule text to make it more clear.
4 15 U.S.C. 78s(b)(3)(A)(i).
5 17 CFR 240.19b–4(f)(1).
6 For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change the Commission
considers the period to commence on July 18, 2006,
the date on which the Exchange filed Amendment
No. 1. See 15 U.S.C. 78s(b)(3)(C).
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2 17
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Frm 00063
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7 Amex Rule 958A—ANTE(a)(ii) includes
specialists and registered options traders in the
definition of a responsible broker or dealer. Remote
registered options traders and supplemental
registered options traders are also included in the
definition of responsible broker or dealer, subject to
certain conditions.
8 See Plan for the Purpose of Creating and
Operating an Intermarket Options Linkage,
Securities Exchange Act Release Nos. 43086 (July
28, 2000), 65 FR 48023 (August 4, 2000) (Amex,
CBOE and ISE); 43573 (November 14, 2000), 65 FR
70851 (November 28, 2000) (Phlx); 43574
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42688
Federal Register / Vol. 71, No. 144 / Thursday, July 27, 2006 / Notices
rwilkins on PROD1PC63 with NOTICES
and Amex Rule 942(a)(1) both provide
that, absent reasonable justification and
during normal market conditions,
members should not effect tradethroughs. A recent change to the
Linkage Plan and Amex Rule 940
provides a limited exception to tradethrough liability under ‘‘trade and
ship.’’ 9 Under ‘‘trade and ship,’’ an
Amex member may trade an order at a
price that is one-tick inferior to the
national best bid or offer (‘‘NBBO’’) if
the member contemporaneously
transmits to the market(s) disseminating
the NBBO, Linkage Order(s) 10 to satisfy
all interest at the NBBO price. Any
execution the member receives from the
NBBO market must then (pursuant to
agency obligations) be reassigned to any
customer order underlying the Linkage
Order that was transmitted to trade
against the market disseminating the
NBBO. As a result, if an executable
order is received when the Amex is not
the NBBO, the specialist is required to
either ‘‘step-up’’ and execute at the
NBBO, use the ‘‘trade or ship’’ option or
route the order away, via the Linkage, to
the options exchange(s) disseminating
the NBBO. The ‘‘trade or ship’’ option
may be of limited use because the
member may be unwilling to trade at a
price one-tick inferior to the NBBO and
‘‘take out’’ the NBBO market. In
addition, because of the IOC condition,
the Exchange believes routing the order
to another options exchange quoting at
the NBBO would not be consistent with
the obligation to provide an immediate
execution, while executing the order at
the Amex best bid or offer would result
in a trade-through.11
Both the Linkage Plan and related
Amex Rule 942 provide that, absent
reasonable justification and during
normal market conditions, Exchange
members should not effect tradethroughs. Therefore, a pattern or
practice of trading through bids and
offers will subject a member to
disciplinary action pursuant to Amex
Rule 942(d).
(November 16, 2000), 65 FR 70850 (November 28,
2000) (PCX n/k/a NYSEArca) and 49198 (February
5, 2004) 69 FR 7029 (February 12, 2004) (BSE).
9 See Securities Exchange Act Release No. 52414
(September 13, 2005), 70 FR 55186 (September 20,
2005).
10 A ‘‘Linkage Order’’ is defined in Amex Rule
940(b)(10) to mean an immediate or cancel order
routed through the Linkage as permitted under the
Linkage Plan.
11 A trade through is defined in Amex Rule
940(b)(19) as a transaction in an options series at
a price that is inferior to the NBBO, but shall not
include a transaction that occurs at a price one
minimum quoting increment inferior to the NBBO
provided a Linkage Order is contemporaneously
sent to each Participant Exchange disseminating the
NBBO for the full size of the Participant Exchange’s
bid (offer) that represents the NBBO.
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16:46 Jul 26, 2006
Jkt 208001
Currently, when an IOC order is
routed to the specialist, ANTE will
cancel the order if it is not marketable.12
However, if the order is marketable on
the Amex but would result in a tradethrough because the Amex is not at the
NBBO when the order is represented,
such order will be routed to the ANTE
display book for manual handling by the
specialist. At this point, if the specialist
is not willing to ‘‘step up’’ and match
the NBBO or employ ‘‘trade and ship,’’
the specialist is faced with the choice of
either trading-through the away market
or not executing the order, in violation
of the Commission’s Quote Rule.
Consistent with the ‘‘immediate’’
condition of an IOC order, the Exchange
believes that the specialist should have
the ability to cancel such orders if the
responsible broker or dealer is not
willing to match the NBBO or ‘‘trade
and ship.’’ The Exchange believes that
this interpretation is consistent with the
definition and expected operation of
IOC order types. Accordingly, the
proposed interpretation of the definition
of an options IOC order would clarify
that such a cancellation is permissible.
Because of the dual obligations to honor
disseminated quotes and to avoid a
pattern or practice of effecting tradethroughs of superior bids and offers, the
Exchange believes this interpretation is
warranted.
The amendment to paragraph (v) of
Amex Rule 950—ANTE(e) would
provide legal and regulatory certainty
for IOC orders to be cancelled when
they are represented in the ANTE
system, if the Amex were not quoting at
the NBBO.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act 13
in general and furthers the objectives of
Section 6(b)(5) 14 in particular, in that it
is designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, to protect
investors and the public interest and is
not designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
12 The ANTE system immediately executes
marketable IOC orders that are routed to the
specialist book. If an IOC order is not marketable,
ANTE will cancel the order.
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(5).
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Frm 00064
Fmt 4703
Sfmt 4703
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
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 solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change relates to a stated policy,
practice, or interpretation with respect
to the meaning, administration, or
enforcement of an existing rule of the
Exchange, the proposed rule change has
become effective pursuant to Section
19(b)(3)(A)(i) of the Act 15 and Rule 19b–
4(f)(1) thereunder.16
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
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.17
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–Amex–2006–61 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–Amex–2006–61. This file
number should be included on the
subject line if e-mail is used. To help the
15 15
U.S.C. 78s(b)(3)(A)(i).
CFR 240.19b–4(f)(1).
17 See supra at note 6.
16 17
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Federal Register / Vol. 71, No. 144 / Thursday, July 27, 2006 / Notices
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 such filing also will be
available for inspection and copying at
the principal office of the Exchange. 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–Amex–2006–61 and should
be submitted on or before August 17,
2006.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.18
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E6–11986 Filed 7–26–06; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
Release No. 34–54183; File No. SR–Amex–
2006–68]
Self-Regulatory Organizations;
American Stock Exchange LLC; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change Applying the
Allocation Algorithm in Rule
935(a)(4)—ANTE to Supplemental
Registered Options Traders
rwilkins on PROD1PC63 with NOTICES
July 20, 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 July 13,
2006, the American Stock Exchange LLC
(‘‘Amex’’ or ‘‘Exchange’’) submitted to
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
18 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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18:18 Jul 26, 2006
Jkt 208001
been substantially prepared by Amex.
The Exchange filed the proposal as a
‘‘non-controversial’’ proposed rule
change pursuant to Section
19(b)(3)(A)(iii) of the Act 3 and Rule
19b–4(f)(6) thereunder,4 which renders
it 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
Amex seeks to apply the allocation
algorithm in Amex Rule 935(a)(4)—
ANTE to a Supplemental Registered
Options Trader (‘‘SROT’’) interacting
with its own firm’s orders. The text of
the proposed rule change is available on
Amex’s Web site (https://
www.amex.com), at Amex’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,
Amex 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
On March 14, 2006, the Exchange
submitted a proposal to amend Amex
Rule 935—ANTE to revise the manner
in which executed contracts are
allocated when more than one market
participant is either quoting, or has
orders, at the Amex best bid or offer at
the time the execution occurs. However,
by the time this filing was approved on
May 12, 2006,5 other changes to Amex
Rule 935—ANTE were approved.6
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
5 See Securities Exchange Act Release No. 53798
(May 12, 2006), 71 FR 29193 (May 19, 2006) (SR–
Amex–2006–25).
6 See Securities Exchange Act Release Nos. 53635
(April 12, 2006), 71 FR 20144 (April 19, 2006) (SR–
Amex–2005–075) (establishing a new class of
registered options trader called an SROT) and
53652 (April 13, 2006), 71 FR 20422 (April 20,
2006) (SR–Amex–2005–100) (establishing a new
PO 00000
3 15
4 17
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Fmt 4703
Sfmt 4703
42689
The Exchange seeks to apply the
allocation algorithm set forth in Amex
Rule 935—ANTE to an SROT interacting
with its own firm’s orders. The
Exchange proposes that after non-broker
dealer customer orders are executed, the
ANTE system would allocate to SROTs
the greater of either 40% of the
contracts, or the amount the SROT
would be entitled to receive pursuant to
the allocation algorithm set forth in
Amex Rule 935(a)(4)—ANTE. The
balance of the contracts would be
allocated to the specialist, registered
options traders, RROTs, or other SROTs,
pursuant to Amex Rule 935(a)(4)—
ANTE.
If the SROT receives contracts
pursuant to proposed paragraph (a)(7)(i)
of Amex Rule 935—ANTE, then the
specialist, registered options trader,
RROT, or any other SROT would receive
contracts pursuant to the allocation
algorithm in Amex Rule 935(a)(4)—
ANTE. In particular, whenever an SROT
interacts with its own firm’s orders, the
specialist would not be entitled to the
specialist guarantee set forth in Amex
Rule 935(a)(5)—ANTE.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,7 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,8 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, 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; and is not designed to
permit unfair discrimination between
customers, issuers, brokers, or dealers.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange believes that the
proposed rule change will impose no
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
class of registered options trader called a Remote
Registered Options Trader (‘‘RROT’’)).
7 15 U.S.C. 78f(b).
8 15 U.S.C. 78f(b)(5).
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Agencies
[Federal Register Volume 71, Number 144 (Thursday, July 27, 2006)]
[Notices]
[Pages 42687-42689]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-11986]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54181; File No. SR-Amex-2006-61]
Self-Regulatory Organizations; American Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
and Amendment No. 1 Thereto Relating to the Handling of Immediate or
Cancel Orders in Options
July 20, 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 June 26, 2006, the American Stock Exchange LLC (``Amex'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II
and III below, which Items have been substantially prepared by the
Exchange. On July 18, 2006, the Exchange filed Amendment No. 1 to the
proposed rule change.\3\ The Exchange has designated this proposal as
constituting a stated policy, practice, or interpretation with respect
to the meaning, administration, or enforcement of an existing rule of
the Exchange pursuant to Section 19(b)(3)(A)(i) of the Act \4\ and Rule
19b-4(f)(1) thereunder,\5\ which renders the proposal effective upon
filing with the Commission.\6\ The Commission is publishing this notice
to solicit comments on the proposed rule change, as amended, from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ In Amendment No. 1, the Exchange proposes to revise the
proposed rule text to make it more clear.
\4\ 15 U.S.C. 78s(b)(3)(A)(i).
\5\ 17 CFR 240.19b-4(f)(1).
\6\ For purposes of calculating the 60-day period within which
the Commission may summarily abrogate the proposed rule change the
Commission considers the period to commence on July 18, 2006, the
date on which the Exchange filed Amendment No. 1. See 15 U.S.C.
78s(b)(3)(C).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to clarify the appropriate handling of
immediate or cancel (``IOC'') orders in options.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.amex.com, at the Office of the Secretary of the
Exchange, 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 provide an interpretation in connection
with the appropriate handling of IOC orders in options for the benefit
of its members and the marketplace.
An IOC order in options, as set forth in Amex Rule 950--ANTE(e)(v),
is defined as a market or limited price order which is to be executed
in whole or in part as soon as such order is represented in the ANTE
System. Any portion of an IOC order that is not so executed is treated
as cancelled.
Consistent with Amex Rule 958A-ANTE (``Firm Quote Rule''), IOC
orders must be executed as soon as they are represented in ANTE. Amex
Rule 958A--ANTE(c) provides that the responsible broker or dealer \7\
must execute customer orders in an amount up to their published
quotation size. In connection with broker dealer orders, the
responsible broker or dealer is obligated to execute broker-dealer
orders up to the quotation size established by the Exchange, which
quotation size must be at least one (1) contract.
---------------------------------------------------------------------------
\7\ Amex Rule 958A--ANTE(a)(ii) includes specialists and
registered options traders in the definition of a responsible broker
or dealer. Remote registered options traders and supplemental
registered options traders are also included in the definition of
responsible broker or dealer, subject to certain conditions.
---------------------------------------------------------------------------
The appropriate handling of IOC orders in a linked environment has
become increasingly complex. Section 8(c) of the intermarket options
linkage plan \8\ (``Linkage Plan'' or ``Linkage'')
[[Page 42688]]
and Amex Rule 942(a)(1) both provide that, absent reasonable
justification and during normal market conditions, members should not
effect trade-throughs. A recent change to the Linkage Plan and Amex
Rule 940 provides a limited exception to trade-through liability under
``trade and ship.'' \9\ Under ``trade and ship,'' an Amex member may
trade an order at a price that is one-tick inferior to the national
best bid or offer (``NBBO'') if the member contemporaneously transmits
to the market(s) disseminating the NBBO, Linkage Order(s) \10\ to
satisfy all interest at the NBBO price. Any execution the member
receives from the NBBO market must then (pursuant to agency
obligations) be reassigned to any customer order underlying the Linkage
Order that was transmitted to trade against the market disseminating
the NBBO. As a result, if an executable order is received when the Amex
is not the NBBO, the specialist is required to either ``step-up'' and
execute at the NBBO, use the ``trade or ship'' option or route the
order away, via the Linkage, to the options exchange(s) disseminating
the NBBO. The ``trade or ship'' option may be of limited use because
the member may be unwilling to trade at a price one-tick inferior to
the NBBO and ``take out'' the NBBO market. In addition, because of the
IOC condition, the Exchange believes routing the order to another
options exchange quoting at the NBBO would not be consistent with the
obligation to provide an immediate execution, while executing the order
at the Amex best bid or offer would result in a trade-through.\11\
---------------------------------------------------------------------------
\8\ See Plan for the Purpose of Creating and Operating an
Intermarket Options Linkage, Securities Exchange Act Release Nos.
43086 (July 28, 2000), 65 FR 48023 (August 4, 2000) (Amex, CBOE and
ISE); 43573 (November 14, 2000), 65 FR 70851 (November 28, 2000)
(Phlx); 43574 (November 16, 2000), 65 FR 70850 (November 28, 2000)
(PCX n/k/a NYSEArca) and 49198 (February 5, 2004) 69 FR 7029
(February 12, 2004) (BSE).
\9\ See Securities Exchange Act Release No. 52414 (September 13,
2005), 70 FR 55186 (September 20, 2005).
\10\ A ``Linkage Order'' is defined in Amex Rule 940(b)(10) to
mean an immediate or cancel order routed through the Linkage as
permitted under the Linkage Plan.
\11\ A trade through is defined in Amex Rule 940(b)(19) as a
transaction in an options series at a price that is inferior to the
NBBO, but shall not include a transaction that occurs at a price one
minimum quoting increment inferior to the NBBO provided a Linkage
Order is contemporaneously sent to each Participant Exchange
disseminating the NBBO for the full size of the Participant
Exchange's bid (offer) that represents the NBBO.
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Both the Linkage Plan and related Amex Rule 942 provide that,
absent reasonable justification and during normal market conditions,
Exchange members should not effect trade-throughs. Therefore, a pattern
or practice of trading through bids and offers will subject a member to
disciplinary action pursuant to Amex Rule 942(d).
Currently, when an IOC order is routed to the specialist, ANTE will
cancel the order if it is not marketable.\12\ However, if the order is
marketable on the Amex but would result in a trade-through because the
Amex is not at the NBBO when the order is represented, such order will
be routed to the ANTE display book for manual handling by the
specialist. At this point, if the specialist is not willing to ``step
up'' and match the NBBO or employ ``trade and ship,'' the specialist is
faced with the choice of either trading-through the away market or not
executing the order, in violation of the Commission's Quote Rule.
Consistent with the ``immediate'' condition of an IOC order, the
Exchange believes that the specialist should have the ability to cancel
such orders if the responsible broker or dealer is not willing to match
the NBBO or ``trade and ship.'' The Exchange believes that this
interpretation is consistent with the definition and expected operation
of IOC order types. Accordingly, the proposed interpretation of the
definition of an options IOC order would clarify that such a
cancellation is permissible. Because of the dual obligations to honor
disseminated quotes and to avoid a pattern or practice of effecting
trade-throughs of superior bids and offers, the Exchange believes this
interpretation is warranted.
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\12\ The ANTE system immediately executes marketable IOC orders
that are routed to the specialist book. If an IOC order is not
marketable, ANTE will cancel the order.
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The amendment to paragraph (v) of Amex Rule 950--ANTE(e) would
provide legal and regulatory certainty for IOC orders to be cancelled
when they are represented in the ANTE system, if the Amex were not
quoting at the NBBO.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the Act
\13\ in general and furthers the objectives of Section 6(b)(5) \14\ in
particular, in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to foster cooperation and coordination with
persons engaged in facilitating transactions in securities, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, to protect investors and the public interest
and is not designed to permit unfair discrimination between customers,
issuers, brokers, or dealers.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not 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 solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change relates to a stated
policy, practice, or interpretation with respect to the meaning,
administration, or enforcement of an existing rule of the Exchange, the
proposed rule change has become effective pursuant to Section
19(b)(3)(A)(i) of the Act \15\ and Rule 19b-4(f)(1) thereunder.\16\
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\15\ 15 U.S.C. 78s(b)(3)(A)(i).
\16\ 17 CFR 240.19b-4(f)(1).
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At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the 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.\17\
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\17\ See supra at note 6.
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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-Amex-2006-61 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-Amex-2006-61. This file
number should be included on the subject line if e-mail is used. To
help the
[[Page 42689]]
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 such filing also will be
available for inspection and copying at the principal office of the
Exchange. 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-
Amex-2006-61 and should be submitted on or before August 17, 2006.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Jill M. Peterson,
Assistant Secretary.
[FR Doc. E6-11986 Filed 7-26-06; 8:45 am]
BILLING CODE 8010-01-P