Self-Regulatory Organizations; International Securities Exchange, Inc.; Notice of Filing of Proposed Rule Change and Amendment No. 1 Thereto Relating to the Establishment of the Second Market, 51240-51242 [E6-14273]
Download as PDF
51240
Federal Register / Vol. 71, No. 167 / Tuesday, August 29, 2006 / Notices
by facilitating the uniform public
disclosure of order execution
information by all market centers. The
Commission believes that it is necessary
and appropriate in the public interest,
for the maintenance of fair and orderly
markets, to remove impediments to, and
perfect mechanisms of, a national
market system to allow Nasdaq to
become a participant in the Joint-SRO
Plan. The Commission finds, therefore,
that approving the amendment to the
Joint-SRO Plan is appropriate and
consistent with Section 11A of the Act.7
III. Conclusion
It is therefore ordered, pursuant to
Section 11A(a)(3)(B) of the Act 8 and
Rule 608 of Regulation NMS,9 that the
amendment to the Joint-SRO Plan to add
Nasdaq as a participant is approved and
Nasdaq is authorized to act jointly with
the other participants to the Joint-SRO
Plan in planning, developing, operating,
or regulating the Plan as a means of
facilitating a national market system.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.10
Nancy M. Morris,
Secretary.
[FR Doc. E6–14309 Filed 8–28–06; 8:45 am]
BILLING CODE 8010–01–P
Self-Regulatory Organizations;
International Securities Exchange, Inc.;
Notice of Filing of Proposed Rule
Change and Amendment No. 1 Thereto
Relating to the Establishment of the
Second Market
August 21, 2006.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on July 5,
2006, the International Securities
Exchange, Inc. (‘‘ISE’’ 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 prepared by the ISE. On
August 16, 2006, ISE filed Amendment
No. 1 to the proposed rule change.3 The
jlentini on PROD1PC65 with NOTICES
U.S.C. 78k–1.
U.S.C. 78k–1(a)(3)(B).
9 17 CFR 242.608.
10 17 CFR 200.30–3(a)(29).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Amendment No. 1 replaces and supersedes the
original filing in its entirety.
VerDate Aug<31>2005
17:07 Aug 28, 2006
Jkt 208001
The ISE is proposing to adopt Second
Market rules for the listing and trading
of low-volume options classes. The text
of the proposed rule change, as
amended, is available on the ISE’s Web
site (https://www.iseoptions.com), at the
principal office of the ISE, 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
ISE 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 ISE has prepared
summaries, set forth in Sections A, B,
and C below, of the most significant
aspects of such statements.
1. Purpose
[Release No. 34–54340; File No. SR–ISE–
2006–40]
8 15
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
7 15
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
The ISE currently trades options on
approximately 900 equity securities that
qualify for options trading pursuant to
the listing standards contained in ISE
Rule 502. The listing standards for
underlying securities are uniform across
all of the options exchanges, and there
are many additional underlying equity
securities that qualify for options
trading under these standards which the
ISE does not currently list for trading,
but are traded on one or more of the
other options exchanges. In general, the
Exchange has chosen not to list and
trade these options classes based on the
low average daily trading volume
(‘‘ADV’’) they have on the other options
exchanges. The purpose of this proposal
is to adopt rules for the listing and
trading of these low-volume options
classes that qualify for listing under ISE
Rule 502 in a ‘‘Second Market.’’
Establishing the Second Market would
allow the Exchange to provide an
opportunity for additional members to
provide liquidity as market makers, and
to apply a modified fee structure to this
segment of the options market.
Under the proposal, the Exchange
would initially list eligible equity
PO 00000
Frm 00058
Fmt 4703
Sfmt 4703
options classes (excluding options on
exchange traded funds) that trade on
another options exchange and that have
an ADV below 500 contracts over a sixmonth period in the Second Market and
those with an ADV of over 1500
contracts in the existing market (the
‘‘First Market’’). The proposed rules
allow the Exchange to list such options
classes with an ADV between 500 and
1500 contracts initially in either market,
which is necessary to take into account
other factors to ensure that options
classes are placed in the appropriate
market (e.g., whether the volume trend
over the six-month period is up or
down, or whether the underlying
security is going to be or has been part
of a corporate action). Starting one year
after the Second Market initiates
trading,4 the Exchange would review
the market in which options classes are
listed every three months, and options
classes would be moved from the First
to the Second Market when their ADV
in the prior six-month period falls
below 300 contracts,5 and moved from
the Second to the First Market when
their ADV in the prior six-month period
exceeds 750 contracts.
Under the proposal, all members
approved to operate ISE market maker
memberships would be eligible to be
Competitive Market Makers in the
Second Market. In addition, members
that are only approved as Electronic
Access Members may also register as
Competitive Market Makers in the
Second Market,6 but would pay a $0.10
transaction surcharge over those market
makers that own or lease ISE market
maker memberships. The Exchange
believes that providing greater access to
4 Initially, the Exchange intends to add options
classes to the Second Market over several months.
The Exchange believes it is important to provide
participants in the Second Market a period of
continuity in Second Market products before
moving options between the First Market and
Second Market. Therefore, if for example, the
Exchange were to initiate trading in September
2006, it would not conduct the first review to move
options classes from the First Market to the Second
Market, and vise versa, until September 2007. The
first review would look at the industry ADV of each
options class over the previous 6 months. Three
months later, the Exchange would again review the
industry ADV of each options class over the
previous 6 months, and repeat this same review
every three months thereafter.
5 Such options classes would remain in the
Second Market for at least twelve (12) months
before being returned to the First Market.
6 Under proposed ISE Rule 902, members that are
only Electronic Access Members that want to
become Competitive Market Makers in the Second
Market would be required to complete the same
market maker application and meet the same
standards that are applied to Competitive Market
Makers under the Exchange’s existing rules.
Members that are only Electronic Access Members
are not eligible to be Primary Market Makers in the
Second Market.
E:\FR\FM\29AUN1.SGM
29AUN1
Federal Register / Vol. 71, No. 167 / Tuesday, August 29, 2006 / Notices
jlentini on PROD1PC65 with NOTICES
make markets in the Second Market
would help it attract additional liquidity
for these low-volume options classes
from firms that do not currently
participate on the ISE as market makers,
while assuring that such market makers
do not have an inappropriate cost
advantage over market makers that have
purchased or leased ISE market maker
memberships. Only Primary Market
Makers in the First Market may be
Primary Market Makers in the Second
Market. All market makers would pay
the same $2,000 monthly access fee for
the right to quote in the Second Market.
Market making requirements in the
Second Market would be mostly the
same as those currently applied in the
First Market. As in the First Market, a
Primary Market Maker would be
appointed for each class traded in the
Second Market (‘‘SMPMMs’’). SMPMMs
would have all of the same obligations
in their appointed options as Primary
Market Makers in the First Market,
including, among other things, entering
continuous quotations in all of the
series of all of the options classes to
which they are appointed and satisfying
requirements related to the Plan for
Creating and Operating an Intermarket
Option Linkage. Competitive Market
Makers in the Second Market
(‘‘SMCMMs’’) would be considered
‘‘appointed’’ to all of the options classes
listed in the Second Market and, among
other things, must continuously quote
all of the series of any options class in
which they choose to make markets.7
An SMCMM would be able to choose
whether to make markets in one or more
Second Market options classes on a
daily basis. SMCMMs would be
7 In the First Market, Competitive Market Makers
are appointed to a group of options, but are only
required to enter continuous quotes in a minimum
number of those appointed options pursuant to ISE
Rule 804(e)(2). Similarly in the Second Market,
SMCMMs would be considered appointed to all of
the Second Market options, but would not be
required to enter continuous quotations in a
minimum number of Second Market options
classes. Therefore, in both the First and the Second
Markets, there may be options classes to which a
Competitive Market Maker is appointed for which
it is not making markets. Other ISE rules regarding
obligations and requirements related to market
maker quotations in appointed options, such as ISE
Rule 803(b), currently are (and would be) applicable
only when a Competitive Market Maker is quoting
in an appointed option and do not create an
obligation for Competitive Market Makers to
continuously quote all appointed options classes.
Other than the minimum quotation requirement for
Competitive Market Makers in the First Market, the
rules applicable to Competitive Market Makers in
the First Market and the Second Market for options
classes in which they are appointed would be the
same. Because SMCMMs would be appointed to all
options classes in the Second Market, the rules
applicable to Competitive Market Makers in the
First Market in options classes to which they are
not appointed would not apply to SMCMMs (i.e.,
ISE Rule 805(b)).
VerDate Aug<31>2005
17:07 Aug 28, 2006
Jkt 208001
permitted to quote in all of the options
classes listed in the Second Market, but
would not be required to quote a
minimum number of Second Market
options. Accordingly, SMCMMs would
be able to choose to make markets in as
many or as few options classes as they
wish. Finally, SMPMMs and SMCMMs
would be permitted to execute a limited
percentage of their volume in Second
Market options in which they are not
currently making markets.8
The Exchange proposes several
changes to its fee schedule for the
Second Market as follows: (1) Members
would be charged an execution fee of
$.05 per contract for public customer
orders; (2) a $.10 per contract surcharge
would be applied to transactions
executed by market makers that do not
own or lease an ISE market maker
membership (i.e., Electronic Access
Members that make markets in the
Second Market); (3) Second Market
options would be excluded from the
payment for order flow fee; (4) market
makers would be charged a $2,000 per
month access fee (there would be no
additional access fee for Electronic
Access Members to send orders to the
Second Market); and (5) firms that are
only market makers in the Second
Market (i.e., Electronic Access Members
that make markets in the Second
Market) would be charged the same
$5,000 annual regulatory fee paid by
Competitive Market Makers in the First
Market.
2. Statutory Basis
The Exchange believes that the basis
under the Act for this proposed rule
change is the requirement under Section
6(b)(4) 9 that an exchange have an
equitable allocation of reasonable dues,
fees and other charges among its
members and other persons using its
facilities, and the requirement under
8 As explained in note 7 above, ISE Rule 805(b)
regarding options classes in which a Competitive
Market Maker in the First Market is not appointed
would not apply to SMCMMs. The Rule permits
such Competitive Market Makers to enter orders in
options classes to which they are not appointed,
limited to 25% of their total volume. Since
SMCMMs would be considered appointed to all of
the options classes in the Second Market, the
Exchange proposes to adopt a parallel rule to ISE
Rule 805(b) for SMCMMs that allows them to enter
orders in options classes in which they are not
currently making markets (as opposed to in which
they are not appointed), limited to 25% of their
total volume. The proposed rule specifies that
SMCMMs may only enter orders in options classes
that they are not quoting when the SMCMMs are
making markets in at least one options class. If a
SMCMM chooses not to make markets in any
Second Market options classes on a particular day,
it would not be permitted to enter any orders in
Second Market options.
9 15 U.S.C. 78f(b)(4).
PO 00000
Frm 00059
Fmt 4703
Sfmt 4703
51241
Section 6(b)(5) 10 that an exchange have
rules that are designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism for a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. In particular, the
proposal is designed to attract liquidity
in low-volume options classes by
providing for open access to market
makers.
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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
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 Exchange consents,
the Commission will:
(a) by order approve such proposed
rule change, as amended, or
(b) institute proceedings to determine
whether the proposed rule change, as
amended, should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the amended
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
No. SR–ISE–2006–40 on the subject
line.
10 15
E:\FR\FM\29AUN1.SGM
U.S.C. 78f(b)(5).
29AUN1
51242
Federal Register / Vol. 71, No. 167 / Tuesday, August 29, 2006 / Notices
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
Station Place, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–ISE–2006–40. 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 such filing also will be
available for inspection and copying at
the principal office of the ISE. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–ISE–2006–40 and should be
submitted on or before September 19,
2006.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.11
Nancy M. Morris,
Secretary.
[FR Doc. E6–14273 Filed 8–28–06; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54347; File No. SR–CBOE–
2006–72]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to the Extension
of the Pilot Period Applicable to
CBOE’s Listing and Trading of Options
on the iShares MSCI Emerging Markets
Index Fund
August 22, 2006.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on August
21, 2006, the Chicago Board Options
Exchange, Incorporated (‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange filed
this 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 the proposed rule change
effective upon filing with the
commission.5 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
The Chicago Board Options Exchange,
Incorporated (‘‘CBOE’’ or ‘‘Exchange’’)
proposes to extend the pilot period
applicable to CBOE’s listing and trading
of options on the iShares MSCI
Emerging Markets Index Fund (‘‘Fund
Options’’). CBOE is not proposing any
textual changes to the rules of CBOE.
The text of the proposed rule change is
available on the Exchange’s website
(https://www.cboe.com), the Office of the
Secretary, CBOE, and at the
Commission’s Public Reference Room.
jlentini on PROD1PC65 with NOTICES
1 15
11 17
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
5 The Exchange requested the Commission to
waive the five-day pre-filing notice requirement and
the 30-day operative delay, as specified in Rule
19b–4(f)(6)(iii). 17 CFR 240.19b–4(f)(6)(iii).
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
17:07 Aug 28, 2006
Jkt 208001
PO 00000
Frm 00060
Fmt 4703
Sfmt 4703
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CBOE 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 those
statements may be examined at the
places specified in Item IV below. The
CBOE has prepared summaries, set forth
in sections A, B, and C below, of the
most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On April 10, 2006, the Securities and
Exchange Commission (‘‘Commission’’)
approved a CBOE proposal (SR–CBOE–
2006–32) to list and trade Fund
Options.6 SR–CBOE–2006–32 was
approved for a sixty-day pilot period
that was due to expire on June 9, 2006
(‘‘Pilot’’). On May 31, 2006, CBOE filed
SR–CBOE–2006–56 which extended the
Pilot for an additional 90 days, until
September 7, 2006.7
The Fund Options will continue to
meet substantially all of the listing and
maintenance standards in CBOE Rules
5.3.06 and 5.4.08, respectively. For the
requirements that are not met, the
Exchange continues to represent that
sufficient mechanisms exist that would
provide the Exchange with adequate
surveillance and regulatory information
with respect to the Fund. Continuation
of the Pilot would permit the Exchange
to continue to work with the Bolsa
Mexicana de Valores (‘‘Bolsa’’) to
develop a surveillance sharing
agreement.8
CBOE now proposes to extend the
Pilot for an additional 90 days, until
December 7, 2006.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to a national
securities exchange and, in particular,
the requirements of Section 6(b) of the
6 See Securities Exchange Act Release No. 53621
(April 10, 2006), 71 FR 19568 (April 14, 2006) (SR–
CBOE–2006–32).
7 See Securities Exchange Act Release No. 53930
(June 1, 2006), 71 FR 33322 (June 8, 2006) (granting
immediate effectiveness to SR–CBOE–2006–56).
8 Telephone conference between Patrick Sexton,
Associate General Counsel, Exchange and Geoffrey
Pemble, Special Counsel, Division of Market
Regulation, Commission, on August 22, 2006.
E:\FR\FM\29AUN1.SGM
29AUN1
Agencies
[Federal Register Volume 71, Number 167 (Tuesday, August 29, 2006)]
[Notices]
[Pages 51240-51242]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-14273]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54340; File No. SR-ISE-2006-40]
Self-Regulatory Organizations; International Securities Exchange,
Inc.; Notice of Filing of Proposed Rule Change and Amendment No. 1
Thereto Relating to the Establishment of the Second Market
August 21, 2006.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on July 5, 2006, the International Securities Exchange, Inc.
(``ISE'' 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 prepared by the ISE.
On August 16, 2006, ISE 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\ Amendment No. 1 replaces and supersedes the original filing
in its entirety.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE is proposing to adopt Second Market rules for the listing
and trading of low-volume options classes. The text of the proposed
rule change, as amended, is available on the ISE's Web site (https://
www.iseoptions.com), at the principal office of the ISE, 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 ISE 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 ISE 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 ISE currently trades options on approximately 900 equity
securities that qualify for options trading pursuant to the listing
standards contained in ISE Rule 502. The listing standards for
underlying securities are uniform across all of the options exchanges,
and there are many additional underlying equity securities that qualify
for options trading under these standards which the ISE does not
currently list for trading, but are traded on one or more of the other
options exchanges. In general, the Exchange has chosen not to list and
trade these options classes based on the low average daily trading
volume (``ADV'') they have on the other options exchanges. The purpose
of this proposal is to adopt rules for the listing and trading of these
low-volume options classes that qualify for listing under ISE Rule 502
in a ``Second Market.'' Establishing the Second Market would allow the
Exchange to provide an opportunity for additional members to provide
liquidity as market makers, and to apply a modified fee structure to
this segment of the options market.
Under the proposal, the Exchange would initially list eligible
equity options classes (excluding options on exchange traded funds)
that trade on another options exchange and that have an ADV below 500
contracts over a six-month period in the Second Market and those with
an ADV of over 1500 contracts in the existing market (the ``First
Market''). The proposed rules allow the Exchange to list such options
classes with an ADV between 500 and 1500 contracts initially in either
market, which is necessary to take into account other factors to ensure
that options classes are placed in the appropriate market (e.g.,
whether the volume trend over the six-month period is up or down, or
whether the underlying security is going to be or has been part of a
corporate action). Starting one year after the Second Market initiates
trading,\4\ the Exchange would review the market in which options
classes are listed every three months, and options classes would be
moved from the First to the Second Market when their ADV in the prior
six-month period falls below 300 contracts,\5\ and moved from the
Second to the First Market when their ADV in the prior six-month period
exceeds 750 contracts.
---------------------------------------------------------------------------
\4\ Initially, the Exchange intends to add options classes to
the Second Market over several months. The Exchange believes it is
important to provide participants in the Second Market a period of
continuity in Second Market products before moving options between
the First Market and Second Market. Therefore, if for example, the
Exchange were to initiate trading in September 2006, it would not
conduct the first review to move options classes from the First
Market to the Second Market, and vise versa, until September 2007.
The first review would look at the industry ADV of each options
class over the previous 6 months. Three months later, the Exchange
would again review the industry ADV of each options class over the
previous 6 months, and repeat this same review every three months
thereafter.
\5\ Such options classes would remain in the Second Market for
at least twelve (12) months before being returned to the First
Market.
---------------------------------------------------------------------------
Under the proposal, all members approved to operate ISE market
maker memberships would be eligible to be Competitive Market Makers in
the Second Market. In addition, members that are only approved as
Electronic Access Members may also register as Competitive Market
Makers in the Second Market,\6\ but would pay a $0.10 transaction
surcharge over those market makers that own or lease ISE market maker
memberships. The Exchange believes that providing greater access to
[[Page 51241]]
make markets in the Second Market would help it attract additional
liquidity for these low-volume options classes from firms that do not
currently participate on the ISE as market makers, while assuring that
such market makers do not have an inappropriate cost advantage over
market makers that have purchased or leased ISE market maker
memberships. Only Primary Market Makers in the First Market may be
Primary Market Makers in the Second Market. All market makers would pay
the same $2,000 monthly access fee for the right to quote in the Second
Market.
---------------------------------------------------------------------------
\6\ Under proposed ISE Rule 902, members that are only
Electronic Access Members that want to become Competitive Market
Makers in the Second Market would be required to complete the same
market maker application and meet the same standards that are
applied to Competitive Market Makers under the Exchange's existing
rules. Members that are only Electronic Access Members are not
eligible to be Primary Market Makers in the Second Market.
---------------------------------------------------------------------------
Market making requirements in the Second Market would be mostly the
same as those currently applied in the First Market. As in the First
Market, a Primary Market Maker would be appointed for each class traded
in the Second Market (``SMPMMs''). SMPMMs would have all of the same
obligations in their appointed options as Primary Market Makers in the
First Market, including, among other things, entering continuous
quotations in all of the series of all of the options classes to which
they are appointed and satisfying requirements related to the Plan for
Creating and Operating an Intermarket Option Linkage. Competitive
Market Makers in the Second Market (``SMCMMs'') would be considered
``appointed'' to all of the options classes listed in the Second Market
and, among other things, must continuously quote all of the series of
any options class in which they choose to make markets.\7\ An SMCMM
would be able to choose whether to make markets in one or more Second
Market options classes on a daily basis. SMCMMs would be permitted to
quote in all of the options classes listed in the Second Market, but
would not be required to quote a minimum number of Second Market
options. Accordingly, SMCMMs would be able to choose to make markets in
as many or as few options classes as they wish. Finally, SMPMMs and
SMCMMs would be permitted to execute a limited percentage of their
volume in Second Market options in which they are not currently making
markets.\8\
---------------------------------------------------------------------------
\7\ In the First Market, Competitive Market Makers are appointed
to a group of options, but are only required to enter continuous
quotes in a minimum number of those appointed options pursuant to
ISE Rule 804(e)(2). Similarly in the Second Market, SMCMMs would be
considered appointed to all of the Second Market options, but would
not be required to enter continuous quotations in a minimum number
of Second Market options classes. Therefore, in both the First and
the Second Markets, there may be options classes to which a
Competitive Market Maker is appointed for which it is not making
markets. Other ISE rules regarding obligations and requirements
related to market maker quotations in appointed options, such as ISE
Rule 803(b), currently are (and would be) applicable only when a
Competitive Market Maker is quoting in an appointed option and do
not create an obligation for Competitive Market Makers to
continuously quote all appointed options classes. Other than the
minimum quotation requirement for Competitive Market Makers in the
First Market, the rules applicable to Competitive Market Makers in
the First Market and the Second Market for options classes in which
they are appointed would be the same. Because SMCMMs would be
appointed to all options classes in the Second Market, the rules
applicable to Competitive Market Makers in the First Market in
options classes to which they are not appointed would not apply to
SMCMMs (i.e., ISE Rule 805(b)).
\8\ As explained in note 7 above, ISE Rule 805(b) regarding
options classes in which a Competitive Market Maker in the First
Market is not appointed would not apply to SMCMMs. The Rule permits
such Competitive Market Makers to enter orders in options classes to
which they are not appointed, limited to 25% of their total volume.
Since SMCMMs would be considered appointed to all of the options
classes in the Second Market, the Exchange proposes to adopt a
parallel rule to ISE Rule 805(b) for SMCMMs that allows them to
enter orders in options classes in which they are not currently
making markets (as opposed to in which they are not appointed),
limited to 25% of their total volume. The proposed rule specifies
that SMCMMs may only enter orders in options classes that they are
not quoting when the SMCMMs are making markets in at least one
options class. If a SMCMM chooses not to make markets in any Second
Market options classes on a particular day, it would not be
permitted to enter any orders in Second Market options.
---------------------------------------------------------------------------
The Exchange proposes several changes to its fee schedule for the
Second Market as follows: (1) Members would be charged an execution fee
of $.05 per contract for public customer orders; (2) a $.10 per
contract surcharge would be applied to transactions executed by market
makers that do not own or lease an ISE market maker membership (i.e.,
Electronic Access Members that make markets in the Second Market); (3)
Second Market options would be excluded from the payment for order flow
fee; (4) market makers would be charged a $2,000 per month access fee
(there would be no additional access fee for Electronic Access Members
to send orders to the Second Market); and (5) firms that are only
market makers in the Second Market (i.e., Electronic Access Members
that make markets in the Second Market) would be charged the same
$5,000 annual regulatory fee paid by Competitive Market Makers in the
First Market.
2. Statutory Basis
The Exchange believes that the basis under the Act for this
proposed rule change is the requirement under Section 6(b)(4) \9\ that
an exchange have an equitable allocation of reasonable dues, fees and
other charges among its members and other persons using its facilities,
and the requirement under Section 6(b)(5) \10\ that an exchange have
rules that are designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism for a free and open market and
a national market system, and, in general, to protect investors and the
public interest. In particular, the proposal is designed to attract
liquidity in low-volume options classes by providing for open access to
market makers.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f(b)(4).
\10\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
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
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties.
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 Exchange consents, the Commission will:
(a) by order approve such proposed rule change, as amended, or
(b) institute proceedings to determine whether the proposed rule
change, as amended, should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the amended
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 No. SR-ISE-2006-40 on the subject line.
[[Page 51242]]
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, Station Place, 100 F
Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2006-40. 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 such
filing also will be available for inspection and copying at the
principal office of the ISE. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-ISE-2006-40 and should be submitted on or before
September 19, 2006.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\11\
---------------------------------------------------------------------------
\11\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Nancy M. Morris,
Secretary.
[FR Doc. E6-14273 Filed 8-28-06; 8:45 am]
BILLING CODE 8010-01-P