Self-Regulatory Organizations; American Stock Exchange LLC; Boston Stock Exchange, Inc.; Chicago Board Options Exchange, Incorporated; Chicago Stock Exchange, Inc.; NASDAQ Stock Market LLC; National Stock Exchange, Inc.; NYSE Arca, Inc., and Philadelphia Stock Exchange, Inc.; Notice of Filing and Order Granting Accelerated Approval to Proposed Rule Changes Relating to Exchange to Exchange Billing Under the Linkage Plan, 59159-59161 [E6-16565]
Download as PDF
Federal Register / Vol. 71, No. 194 / Friday, October 6, 2006 / Notices
100 F Street, NE., Washington, DC
20549–1090.
SECURITIES AND EXCHANGE
COMMISSION
All submissions should refer to File
Number SR–Amex–2006–92. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Section. Copies of such filing also will
be available for inspection and copying
at the principal office of the Amex. 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–2006–92 and should
be submitted on or before October 27,
2006.
[Release No. 34–54548; File Nos. SR–Amex–
2006–85; SR–BSE–2006–41; SR–CBOE–
2006–80; SR–CHX–2006–28; SR–NASDAQ–
2006–038; SR–NSX–2006–11; SR–
NYSEArca–2006–69; SR–Phlx–2006–58]
For the Commission by the Division of
Market Regulation, pursuant to delegated
authority.12
Nancy M. Morris,
Secretary.
[FR Doc. E6–16547 Filed 10–5–06; 8:45 am]
cprice-sewell on PROD1PC66 with NOTICES
BILLING CODE 8011–01–P
Self-Regulatory Organizations;
American Stock Exchange LLC;
Boston Stock Exchange, Inc.; Chicago
Board Options Exchange,
Incorporated; Chicago Stock
Exchange, Inc.; NASDAQ Stock Market
LLC; National Stock Exchange, Inc.;
NYSE Arca, Inc., and Philadelphia
Stock Exchange, Inc.; Notice of Filing
and Order Granting Accelerated
Approval to Proposed Rule Changes
Relating to Exchange to Exchange
Billing Under the Linkage Plan
September 29, 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
September 12, 2006, September 22,
2006, September 27, 2006, September
26, 2006, September 27, 2006,
September 22, 2006, September 29,
2006, and September 18, 2006 the
American Stock Exchange LLC
(‘‘Amex’’), the Boston Stock Exchange,
Inc. (‘‘BSE’’), the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’), the
Chicago Stock Exchange, Inc. (‘‘CHX’’),
the NASDAQ Stock Market LLC
(‘‘Nasdaq’’), the National Stock
Exchange, Inc. (‘‘NSX’’), NYSE Arca,
Inc. (‘‘NYSE Arca’’), and the
Philadelphia Stock Exchange, Inc.
(‘‘Phlx’’) (collectively, the ‘‘Exchanges’’
and ‘‘Nasdaq’’), respectively, filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule changes as described in
Items I and II below. The Commission
is publishing this notice to solicit
comments on the proposed rule
changes, from interested persons, and is
approving the proposals on an
accelerated basis.
I. Self-Regulatory Organizations’
Statement of the Terms of Substance of
the Proposed Rule Changes
The Exchanges and Nasdaq each
propose to permit themselves to bill
directly, and to accept direct billing
from, other participants in the proposed
‘‘Plan for the Purpose of Creating and
Operating an Intermarket
Communications Linkage Pursuant to
Section 11A(a)(3)(B) of the Securities
Exchange Act of 1934’’ (‘‘Linkage Plan’’)
1 15
12 17
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
14:52 Oct 05, 2006
2 17
Jkt 211001
PO 00000
U.S.C. 78s(b)(1).
CFR 240. 19b–4.
Frm 00090
Fmt 4703
Sfmt 4703
59159
that are unable to implement
Sponsoring Member billing, as
described herein, on October 1, 2006.
These proposals do not require
changes to the Exchanges’ or Nasdaq’s
respective rule texts.
II. Self-Regulatory Organizations’
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Changes
In their filings with the Commission,
each Exchange and Nasdaq included
statements concerning the purpose of,
and basis for, the proposed rule changes
and discussed any comments it received
on the proposed rule changes. The text
of these statements may be examined at
the places specified in Item III below.
The Exchanges and Nasdaq have
prepared summaries, set forth in
Sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organizations’
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Changes
1. Purpose
On July 17, 2006, the Amex, the BSE,
Inc., the CBOE, the CHX, Inc., Nasdaq,
the NSX, the NYSE, and the NYSE Arca,
executed and filed with the Commission
the Linkage Plan. Phlx subsequently
executed the Linkage Plan on August 1,
2006.3 The Linkage Plan was filed with
the Commission pursuant to Rule 608 of
Regulation NMS under the Act.4 The
purpose of the proposed Linkage Plan is
to enable the Linkage Plan participants
to act jointly in planning, developing,
operating and regulating the NMS
Linkage System (‘‘Linkage’’) that will
electronically link the Linkage Plan
Participant Markets to one another, as
described in the Linkage Plan.5 The
Plan would run concurrently with the
ITS Plan from October 1, 2006 until
February 5, 2007.
The Linkage Plan provides that orders
must be sent to a Participant Market
through the auspices of a member of
that Participant Market (‘‘Sponsoring
Member’’). An order entered through the
Linkage must specify the member of the
destination market (either clearing
member or default Sponsoring Member).
3 See Securities Exchange Act Release No. 54239
(July 28, 2006); 71 FR 44328 (August 4, 2006). A
Linkage Plan, dated August 1, 2006, reflecting
Phlx’s inclusion as a Linkage Plan participant, was
received by the Commission on August 9, 2006.
4 17 CFR 242.608.
5 The Commission approved the Linkage Plan
today. See Securities Exchange Act No. (Sept. 29,
2006). Upon implementation of Rule 611 on
February 5, 2007, the ITS Plan Participants expect
to have submitted an amendment to eliminate the
ITS Plan.
E:\FR\FM\06OCN1.SGM
06OCN1
59160
Federal Register / Vol. 71, No. 194 / Friday, October 6, 2006 / Notices
Pursuant to the Linkage Plan, each
market should maintain within the
facilities of the Securities Industry
Automation Corporation (‘‘SIAC’’), the
facilities manager for the Linkage, a
database of default Sponsoring Members
for after-hours processing and billing for
orders sent to a market where the
originating firm is not a member of the
market to which the order is sent for
execution.
Historically, ITS Plan Participants
have not imposed transaction charges
for executions of commitments
delivered through ITS, although the ITS
Plan does not prohibit such charges.
Under the Linkage Plan, each
participant would be accessed through
its own members and could charge for
orders executed in its market through
the Linkage. The destination market
would bill the clearing or Sponsoring
Member for executions in that market,
pursuant to that market’s transaction fee
schedule, based on the monthly reports
provided by SIAC. Certain markets,
however, may be unable to supply
clearing or Sponsoring Member
information on orders routed through
the Linkage to other markets by October
1, 2006. In this case, the Linkage Plan
participants have agreed to bill each
other directly, based on data supplied
by SIAC.6
Example: A member of a selfregulatory organization (‘‘SRO’’) A that
is not a member of SRO B sends an
order through the Linkage to SRO B for
execution. In routing the transaction
through the Linkage, SRO A is unable to
include Sponsoring Member
information on the report. The
transaction will be included in a
monthly report provided to SRO B by
SIAC (without identifying Sponsoring
Member information), and SRO B may
bill SRO A directly for the transaction
in accordance with SRO B’s transaction
fee schedule applicable to the Linkage.
cprice-sewell on PROD1PC66 with NOTICES
2. Statutory Basis
The Exchanges and Nasdaq believe
that the proposed rule changes are
consistent with Sections 6(b) and 15A of
the Act,7 in general, and further the
objectives of Sections 6(b)(5) and
15A(b)(6) of the Act,8 in particular, in
that they are designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
6 The National Association of Securities Dealers,
Inc. (‘‘NASD’’) is not a member of the Linkage Plan.
In lieu of direct billing to or by the NASD, Linkage
Plan participants expect to bill Alternative Display
Facility (‘‘ADF’’) market participants directly and
would be directly billed by ADF market
participants, based upon data supplied by SIAC.
7 15 U.S.C. 78f(b) and 15 U.S.C. 78o.
8 15 U.S.C. 78f(b)(5) and 15 U.S.C. 78o–3(b)(6).
VerDate Aug<31>2005
14:52 Oct 05, 2006
Jkt 211001
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.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchanges and Nasdaq believe
that the proposed rule changes will
impose no 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 Exchanges and Nasdaq have
neither solicited nor received comments
on these proposals.
III. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
changes are consistent with the Act.
Comments may be submitted by any of
the following methods:
submissions, all subsequent
amendments, all written statements
with respect to the proposed rule
changes that are filed with the
Commission, and all written
communications relating to the
proposed rule changes 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 filings also will be
available for inspection and copying at
the principal offices of Amex, BSE,
CBOE, CHX, Nasdaq, NSX, NYSE Arca,
and 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 Numbers SR–Amex–
2006–85; SR–BSE–2006–41; SR–CBOE–
2006–80; SR–CHX–2006–28; SR–
NASDAQ–2006–038; SR–NSX–2006–11;
SR–NYSEArca–2006–69; and SR–Phlx–
2006–58 and should be submitted on or
before October 27, 2006.
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Changes
After careful consideration, the
Commission finds that the proposed
• Use the Commission’s Internet
rule changes are consistent with the
comment form (https://www.sec.gov/
requirements of the Act and the rules
rules/sro.shtml); or
and regulations thereunder, applicable
• Send an e-mail to ruleto a national securities exchange and a
comments@sec.gov. Please include File
national securities association.9 In
Numbers SR–Amex–2006–85; SR–BSE–
particular, the Commission finds that
2006–41; SR–CBOE–2006–80; SR–CHX–
the proposals are consistent with the
2006–28; SR–NASDAQ–2006–038; SR–
provisions of Section 6(b)(5) 10 and
NSX–2006–11; SR–NYSEArca–2006–69;
15A(b)(6) 11 in that they are designed to
and SR–Phlx–2006–58 on the subject
prevent fraudulent and manipulative
line.
acts and practices, to promote just and
Paper Comments
equitable principles of trade, to foster
cooperation and coordination with
• Send paper comments in triplicate
persons engaged in regulating, clearing,
to Nancy M. Morris, Secretary,
settling, processing information with
Securities and Exchange Commission,
respect to, and facilitating transactions
100 F Street, NE., Washington, DC
in securities, to remove impediments to
20549–1090.
and perfect the mechanism of, a free and
All submissions should refer to File
Numbers SR–Amex–2006–85; SR–BSE– open market and a national market
2006–41; SR–CBOE–2006–80; SR–CHX– system, and in general, to protect
investors and the public interest.
2006–28; SR–NASDAQ–2006–038; SR–
The Linkage Plan, the purpose of
NSX–2006–11; SR–NYSEArca–2006–69;
which is to enable its participants to act
and SR–Phlx–2006–58. These file
jointly in planning, developing,
numbers should be included on the
subject line if e-mail is used. To help the operating and regulating the NMS
Linkage System electronically linking
Commission process and review your
comments more efficiently, please use
9 In approving this
only one method. The Commission will considered its impactproposal, the Commission has
on efficiency, competition,
post all comments on the Commission’s and capital formation. See U.S.C. 78c(f).
10 15 U.S.C. 78f(b)(5).
Internet Web site (https://www.sec.gov/
11 15 U.S.C. 78o–3(b)(6).
rules/sro.shtml). Copies of the
Electronic Comments
PO 00000
Frm 00091
Fmt 4703
Sfmt 4703
E:\FR\FM\06OCN1.SGM
06OCN1
Federal Register / Vol. 71, No. 194 / Friday, October 6, 2006 / Notices
the Linkage Plan Participant Markets to
one another, has been approved and
will become operative on October 1,
2006. The Linkage Plan provides for a
mechanism for charging for orders
executed in each Participant Market
using the information about a clearing
or Sponsoring Member. Certain markets
have indicated that they may be unable
to supply clearing or Sponsoring
Member information on orders routed
through the Linkage to other markets,
thus under these proposed rule changes,
the participants have agreed to bill each
other directly, based on data supplied
by SIAC.
The Exchanges and Nasdaq each have
requested that the Commission approve
their proposed rule changes on an
accelerated basis. The Exchanges and
Nasdaq state that they expect the
Linkage Plan to become operative on
October 1, 2006, and that accelerated
approval would permit each Exchange
and Nasdaq to implement exchange to
exchange billing procedures at the start
of the Linkage Plan’s operation,
allowing Linkage Plan participants who
do not have a Sponsoring Member at
each destination market, to use the
Linkage Plan and pay fees directly to the
other Linkage Plan participants.
The Commission finds good cause,
pursuant to Section 19(b)(2) of the Act,
for approving the proposed rule changes
prior to the thirtieth day after the date
of publication of notice in the Federal
Register. Granting accelerated approval
would permit the Exchanges and
Nasdaq to implement exchange to
exchange billing procedures at the start
of the Linkage Plan’s operation enabling
Linkage Plan participants who were not
able to find a Sponsoring Member at
each of the destination markets, to use
the Linkage Plan and pay fees directly
to another Linkage Plan participant.
Accordingly, the Commission finds
that there is good cause, consistent with
Section 19(b)(2) of the Act, to approve
the proposed rule changes on an
accelerated basis.
cprice-sewell on PROD1PC66 with NOTICES
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule changes (SR–Amex–
2006–85; SR–BSE–2006–41; SR–CBOE–
2006–80; SR–CHX–2006–28; SR–
NASDAQ–2006–038; SR–NSX–2006–11;
SR–NYSEArca–2006–69; SR–Phlx–
2006–58) are hereby approved on an
accelerated basis.
12 17
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
14:52 Oct 05, 2006
Jkt 211001
59161
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.12
Nancy M. Morris,
Secretary.
[FR Doc. E6–16565 Filed 10–5–06; 8:45 am]
order approves the proposed rule
change, grants accelerated approval to
Amendment No. 2 to the proposed rule
change, and solicits comments from
interested persons on Amendment No.
2.
BILLING CODE 8011–01–P
II. Summary Description of the
Proposal
SECURITIES AND EXCHANGE
COMMISSION
BeX is an electronic securities
communications and trading facility for
equity securities designed to be used by
BSE Members, including Electronic
Access Members, and their customers.
BeX, a facility of the Exchange, was
developed, and is owned and operated,
by BSX Group, LLC (‘‘BSX’’).5 The
Commission recently approved rules to
implement the first phase of BeX,6
which is limited to securities listed
otherwise than on the NASDAQ Stock
Market LLC (‘‘Nasdaq’’) for which the
BSE obtained unlisted trading privileges
(‘‘UTP’’) after June 30, 2006 (‘‘BeX Phase
I’’). The Exchange now proposes to
implement the second phase of BeX
(‘‘BeX Phase II’’) as a fully-automated
electronic book for the display and
execution of orders in securities listed
on any exchange through introducing
new, as well as amending certain
existing, Rules of the Board of
Governors (‘‘BSE Rules’’).7 The BSE also
proposes to implement new Exchange
rules to satisfy the requirements of
Regulation NMS.8
BeX is a fully-automated electronic
book for the display and matching of
orders in eligible securities, without the
participation of a specialist.9 Securities
traded on BeX cannot also be traded by
a BSE specialist.10 The Exchange has
indicated that implementation of BeX is
scheduled to occur on October 30, 2006.
Accordingly, there no longer will be any
specialist participation in any
transactions on the BSE or otherwise as
of such implementation. The Exchange,
however, proposes to add rules to
[Release No. 34–54546; File No. SR–BSE–
2006–30]
Self-Regulatory Organizations; Boston
Stock Exchange, Inc.; Order Granting
Approval of Proposed Rule Change
and Notice of Filing and Order
Granting Accelerated Approval to
Amendment No. 2 Relating to the
Implementation of the Second Phase
of the Boston Equities Exchange
(‘‘BeX’’) Trading System
September 29, 2006.
I. Introduction
On August 3, 2006, the Boston Stock
Exchange, Inc. (‘‘BSE’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934, as amended
(‘‘Act’’),1 and Rule 19b–4 thereunder,2 a
proposed rule change in connection
with the implementation of the second
phase of the Boston Equities Exchange
(‘‘BeX’’) trading system. In addition, in
connection with satisfying the
requirements of Regulation NMS under
the Act, the BSE proposes several new
order types; rules to prevent locked or
crossed quotations; a new order routing
system; and an order protection rule.
The proposed rule change was
published for comment in the Federal
Register on August 16, 2006.3 The
Commission received no comments
regarding the proposal. On September
29, 2006, the BSE filed Amendment No.
2 to the proposed rule change.4 This
1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 54291
(August 8, 2006), 71 FR 47264.
4 In Amendment No. 2, BSE made several changes
to the proposed rule change, including: (1)
introducing a new order type to be known as a NonDisplayed Order; (2) amending the definition of a
Preferred Price Cross and ISO Cross; (3) clarifying
when certain provisions relating to Regulation NMS
become effective; (4) adding provisions for the
handling of odd-lot and mixed-lot orders, including
the ranking and display of odd-lots and mixed-lots;
(5) clarifying the ranking and display of Reserve
Orders; (6) adding a provision relating to the
anonymity of trades executed by a Member against
itself; (7) adding a provision relating to access to
BeX by Sponsored Participants; (8) stating that, for
purposes of Section 11(a) of the Act (15 U.S.C.
78k(a)) and Rule 11a2–2(T) (17 CFR 240.11a2–2(T))
thereunder, all orders for the accounts of Exchange
PO 00000
Frm 00092
Fmt 4703
Sfmt 4703
members will be transmitted to the BeX trading
system from off the floor (since the Exchange no
longer will have any physical trading floor) by
electronic means; and (9) making several clarifying
changes and correcting several technical errors
contained in the rule text. Amendment No. 1 was
withdrawn by BSE on September 29, 2006.
5 See Securities Exchange Act Release No. 54364
(August 25, 2006), 71 FR 52185 (September 1, 2006)
(approving the BeX facility and its governance
structure).
6 See Securities Exchange Act Release No. 54365
(August 25, 2006), 71 FR 52192 (September 1, 2006)
(‘‘BeX Phase I Order’’).
7 The BeX trading rules will be located in Chapter
XXXVII of the BSE Rules.
8 The rules relating to Regulation NMS
requirements will be located in Chapter XXXVIII of
the BSE Rules.
9 See BeX Phase I Order, supra note 6.
10 See Chapter XXXVII, Section 1 of the BSE
Rules.
E:\FR\FM\06OCN1.SGM
06OCN1
Agencies
[Federal Register Volume 71, Number 194 (Friday, October 6, 2006)]
[Notices]
[Pages 59159-59161]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-16565]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54548; File Nos. SR-Amex-2006-85; SR-BSE-2006-41; SR-
CBOE-2006-80; SR-CHX-2006-28; SR-NASDAQ-2006-038; SR-NSX-2006-11; SR-
NYSEArca-2006-69; SR-Phlx-2006-58]
Self-Regulatory Organizations; American Stock Exchange LLC;
Boston Stock Exchange, Inc.; Chicago Board Options Exchange,
Incorporated; Chicago Stock Exchange, Inc.; NASDAQ Stock Market LLC;
National Stock Exchange, Inc.; NYSE Arca, Inc., and Philadelphia Stock
Exchange, Inc.; Notice of Filing and Order Granting Accelerated
Approval to Proposed Rule Changes Relating to Exchange to Exchange
Billing Under the Linkage Plan
September 29, 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 September 12, 2006, September 22, 2006, September 27, 2006,
September 26, 2006, September 27, 2006, September 22, 2006, September
29, 2006, and September 18, 2006 the American Stock Exchange LLC
(``Amex''), the Boston Stock Exchange, Inc. (``BSE''), the Chicago
Board Options Exchange, Incorporated (``CBOE''), the Chicago Stock
Exchange, Inc. (``CHX''), the NASDAQ Stock Market LLC (``Nasdaq''), the
National Stock Exchange, Inc. (``NSX''), NYSE Arca, Inc. (``NYSE
Arca''), and the Philadelphia Stock Exchange, Inc. (``Phlx'')
(collectively, the ``Exchanges'' and ``Nasdaq''), respectively, filed
with the Securities and Exchange Commission (``Commission'') the
proposed rule changes as described in Items I and II below. The
Commission is publishing this notice to solicit comments on the
proposed rule changes, from interested persons, and is approving the
proposals on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240. 19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organizations' Statement of the Terms of Substance
of the Proposed Rule Changes
The Exchanges and Nasdaq each propose to permit themselves to bill
directly, and to accept direct billing from, other participants in the
proposed ``Plan for the Purpose of Creating and Operating an
Intermarket Communications Linkage Pursuant to Section 11A(a)(3)(B) of
the Securities Exchange Act of 1934'' (``Linkage Plan'') that are
unable to implement Sponsoring Member billing, as described herein, on
October 1, 2006.
These proposals do not require changes to the Exchanges' or
Nasdaq's respective rule texts.
II. Self-Regulatory Organizations' Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Changes
In their filings with the Commission, each Exchange and Nasdaq
included statements concerning the purpose of, and basis for, the
proposed rule changes and discussed any comments it received on the
proposed rule changes. The text of these statements may be examined at
the places specified in Item III below. The Exchanges and Nasdaq have
prepared summaries, set forth in Sections A, B, and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organizations' Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Changes
1. Purpose
On July 17, 2006, the Amex, the BSE, Inc., the CBOE, the CHX, Inc.,
Nasdaq, the NSX, the NYSE, and the NYSE Arca, executed and filed with
the Commission the Linkage Plan. Phlx subsequently executed the Linkage
Plan on August 1, 2006.\3\ The Linkage Plan was filed with the
Commission pursuant to Rule 608 of Regulation NMS under the Act.\4\ The
purpose of the proposed Linkage Plan is to enable the Linkage Plan
participants to act jointly in planning, developing, operating and
regulating the NMS Linkage System (``Linkage'') that will
electronically link the Linkage Plan Participant Markets to one
another, as described in the Linkage Plan.\5\ The Plan would run
concurrently with the ITS Plan from October 1, 2006 until February 5,
2007.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 54239 (July 28,
2006); 71 FR 44328 (August 4, 2006). A Linkage Plan, dated August 1,
2006, reflecting Phlx's inclusion as a Linkage Plan participant, was
received by the Commission on August 9, 2006.
\4\ 17 CFR 242.608.
\5\ The Commission approved the Linkage Plan today. See
Securities Exchange Act No. (Sept. 29, 2006). Upon implementation of
Rule 611 on February 5, 2007, the ITS Plan Participants expect to
have submitted an amendment to eliminate the ITS Plan.
---------------------------------------------------------------------------
The Linkage Plan provides that orders must be sent to a Participant
Market through the auspices of a member of that Participant Market
(``Sponsoring Member''). An order entered through the Linkage must
specify the member of the destination market (either clearing member or
default Sponsoring Member).
[[Page 59160]]
Pursuant to the Linkage Plan, each market should maintain within the
facilities of the Securities Industry Automation Corporation
(``SIAC''), the facilities manager for the Linkage, a database of
default Sponsoring Members for after-hours processing and billing for
orders sent to a market where the originating firm is not a member of
the market to which the order is sent for execution.
Historically, ITS Plan Participants have not imposed transaction
charges for executions of commitments delivered through ITS, although
the ITS Plan does not prohibit such charges. Under the Linkage Plan,
each participant would be accessed through its own members and could
charge for orders executed in its market through the Linkage. The
destination market would bill the clearing or Sponsoring Member for
executions in that market, pursuant to that market's transaction fee
schedule, based on the monthly reports provided by SIAC. Certain
markets, however, may be unable to supply clearing or Sponsoring Member
information on orders routed through the Linkage to other markets by
October 1, 2006. In this case, the Linkage Plan participants have
agreed to bill each other directly, based on data supplied by SIAC.\6\
---------------------------------------------------------------------------
\6\ The National Association of Securities Dealers, Inc.
(``NASD'') is not a member of the Linkage Plan. In lieu of direct
billing to or by the NASD, Linkage Plan participants expect to bill
Alternative Display Facility (``ADF'') market participants directly
and would be directly billed by ADF market participants, based upon
data supplied by SIAC.
---------------------------------------------------------------------------
Example: A member of a self-regulatory organization (``SRO'') A
that is not a member of SRO B sends an order through the Linkage to SRO
B for execution. In routing the transaction through the Linkage, SRO A
is unable to include Sponsoring Member information on the report. The
transaction will be included in a monthly report provided to SRO B by
SIAC (without identifying Sponsoring Member information), and SRO B may
bill SRO A directly for the transaction in accordance with SRO B's
transaction fee schedule applicable to the Linkage.
2. Statutory Basis
The Exchanges and Nasdaq believe that the proposed rule changes are
consistent with Sections 6(b) and 15A of the Act,\7\ in general, and
further the objectives of Sections 6(b)(5) and 15A(b)(6) of the Act,\8\
in particular, in that they are 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.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b) and 15 U.S.C. 78o.
\8\ 15 U.S.C. 78f(b)(5) and 15 U.S.C. 78o-3(b)(6).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchanges and Nasdaq believe that the proposed rule changes
will impose no 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 Exchanges and Nasdaq have neither solicited nor received
comments on these proposals.
III. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
changes are 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 Numbers SR-Amex-2006-85; SR-BSE-2006-41; SR-CBOE-2006-80; SR-CHX-
2006-28; SR-NASDAQ-2006-038; SR-NSX-2006-11; SR-NYSEArca-2006-69; and
SR-Phlx-2006-58 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 Numbers SR-Amex-2006-85; SR-
BSE-2006-41; SR-CBOE-2006-80; SR-CHX-2006-28; SR-NASDAQ-2006-038; SR-
NSX-2006-11; SR-NYSEArca-2006-69; and SR-Phlx-2006-58. These file
numbers 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 submissions, all subsequent amendments, all
written statements with respect to the proposed rule changes that are
filed with the Commission, and all written communications relating to
the proposed rule changes 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
filings also will be available for inspection and copying at the
principal offices of Amex, BSE, CBOE, CHX, Nasdaq, NSX, NYSE Arca, and
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 Numbers SR-
Amex-2006-85; SR-BSE-2006-41; SR-CBOE-2006-80; SR-CHX-2006-28; SR-
NASDAQ-2006-038; SR-NSX-2006-11; SR-NYSEArca-2006-69; and SR-Phlx-2006-
58 and should be submitted on or before October 27, 2006.
IV. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Changes
After careful consideration, the Commission finds that the proposed
rule changes are consistent with the requirements of the Act and the
rules and regulations thereunder, applicable to a national securities
exchange and a national securities association.\9\ In particular, the
Commission finds that the proposals are consistent with the provisions
of Section 6(b)(5) \10\ and 15A(b)(6) \11\ in that they are 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.
---------------------------------------------------------------------------
\9\ In approving this proposal, the Commission has considered
its impact on efficiency, competition, and capital formation. See
U.S.C. 78c(f).
\10\ 15 U.S.C. 78f(b)(5).
\11\ 15 U.S.C. 78o-3(b)(6).
---------------------------------------------------------------------------
The Linkage Plan, the purpose of which is to enable its
participants to act jointly in planning, developing, operating and
regulating the NMS Linkage System electronically linking
[[Page 59161]]
the Linkage Plan Participant Markets to one another, has been approved
and will become operative on October 1, 2006. The Linkage Plan provides
for a mechanism for charging for orders executed in each Participant
Market using the information about a clearing or Sponsoring Member.
Certain markets have indicated that they may be unable to supply
clearing or Sponsoring Member information on orders routed through the
Linkage to other markets, thus under these proposed rule changes, the
participants have agreed to bill each other directly, based on data
supplied by SIAC.
The Exchanges and Nasdaq each have requested that the Commission
approve their proposed rule changes on an accelerated basis. The
Exchanges and Nasdaq state that they expect the Linkage Plan to become
operative on October 1, 2006, and that accelerated approval would
permit each Exchange and Nasdaq to implement exchange to exchange
billing procedures at the start of the Linkage Plan's operation,
allowing Linkage Plan participants who do not have a Sponsoring Member
at each destination market, to use the Linkage Plan and pay fees
directly to the other Linkage Plan participants.
The Commission finds good cause, pursuant to Section 19(b)(2) of
the Act, for approving the proposed rule changes prior to the thirtieth
day after the date of publication of notice in the Federal Register.
Granting accelerated approval would permit the Exchanges and Nasdaq to
implement exchange to exchange billing procedures at the start of the
Linkage Plan's operation enabling Linkage Plan participants who were
not able to find a Sponsoring Member at each of the destination
markets, to use the Linkage Plan and pay fees directly to another
Linkage Plan participant.
Accordingly, the Commission finds that there is good cause,
consistent with Section 19(b)(2) of the Act, to approve the proposed
rule changes on an accelerated basis.
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the Act,
that the proposed rule changes (SR-Amex-2006-85; SR-BSE-2006-41; SR-
CBOE-2006-80; SR-CHX-2006-28; SR-NASDAQ-2006-038; SR-NSX-2006-11; SR-
NYSEArca-2006-69; SR-Phlx-2006-58) are hereby approved on an
accelerated basis.
---------------------------------------------------------------------------
\12\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\12\
Nancy M. Morris,
Secretary.
[FR Doc. E6-16565 Filed 10-5-06; 8:45 am]
BILLING CODE 8011-01-P