Self-Regulatory Organizations; National Association of Securities Dealers, Inc.; Notice of Filing and Order Granting Accelerated Approval of a Proposed Rule Change and Amendment No. 1 Thereto to Establish a Two-Year Pilot Program Exempting from TRACE Reporting Transactions in Bonds Traded on a Facility of NYSE, 67673-67675 [E6-19728]
Download as PDF
Federal Register / Vol. 71, No. 225 / Wednesday, November 22, 2006 / Notices
associated with a member or employee
of such person regarding trading by
such person or employee in physical
gold, gold futures contracts, options on
gold futures, or any other gold
derivatives.
The Commission finds good cause for
approving the proposal, as amended,
prior to the 30th day after the date of
publication of the notice of filing thereof
in the Federal Register. As noted
previously, the Commission previously
found that the listing and trading of the
Shares on NYSE and, pursuant to UTP,
on NYSE Arca is consistent with the
Act.26 The Commission presently is not
aware of any regulatory issue that
should cause the Commission to revisit
these earlier findings. Therefore,
accelerating approval of the proposal
should benefit investors by creating,
without undue delay, additional
competition in the market for the
Shares.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,27 that the
proposed rule change, as amended (SR–
Nasdaq–2006–009), is approved on an
accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.28
Nancy M. Morris,
Secretary.
[FR Doc. E6–19733 Filed 11–21–06; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54768; File No. SR–NASD–
2006–110]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing and
Order Granting Accelerated Approval
of a Proposed Rule Change and
Amendment No. 1 Thereto to Establish
a Two-Year Pilot Program Exempting
from TRACE Reporting Transactions in
Bonds Traded on a Facility of NYSE
pwalker on PROD1PC61 with NOTICES
November 16, 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 19, 2006, the National
Association of Securities Dealers, Inc.
(‘‘NASD’’) filed with the Securities and
26 See
supra notes 6 and 23.
U.S.C. 78s(b)(2).
28 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
27 15
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22:25 Nov 21, 2006
Jkt 211001
Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have substantially
been prepared by NASD. On September
27, 2006, NASD filed Amendment No.
1 to the proposed rule change.3 The
Commission is publishing this notice to
solicit comments 4 on the proposed rule
change, as amended, from interested
persons and is approving the proposal
on an accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NASD is proposing to amend: (1)
NASD Rule 6230, to initiate a two-year
pilot program exempting certain
TRACE-eligible securities from
reporting requirements that otherwise
would apply; and (2) NASD Rules 6210
and 6230, to reflect the registration of
The NASDAQ Stock Market LLC as a
national securities exchange. Below is
the text of the proposed rule change, as
amended. Proposed new language is
italicized; proposed deletions are in
[brackets].
*
*
*
*
*
6200. TRADE REPORTING AND
COMPLIANCE ENGINE (TRACE)
*
*
*
*
*
6210. Definitions
The terms used in this Rule 6200
Series shall have the same meaning as
those defined in NASD’s By-Laws and
Rules unless otherwise specified.
(a) No Change.
(b) No Change.
(c) The term ‘‘reportable TRACE
transaction’’ shall mean any secondary
market transaction in a TRACE-eligible
security except transactions in TRACEeligible securities that are listed on a
national securities exchange registered
under Section 6 of the Securities
Exchange Act of 1934, when such
transactions are executed on, and
reported to the exchange and the
transaction information is disseminated
publicly[, or transactions in TRACEeligible securities that are listed and
quoted on the Nasdaq Stock Market, Inc.
3 Amendment No. 1, which replaces and
supersedes the original filing in its entirety, made
various technical changes to the proposal and
replaced a reference in the proposed rule text to
NYSE’s Automated Bond System with a reference
to ‘‘a facility of NYSE.’’
4 The Commission received one comment on the
proposed rule change prior to issuance of this
notice and order. See comment from Ron Klein,
Chairman, CEO, General Associates, Inc., dated
October 16, 2006. The commenter asked various
questions regarding the status of the filing, which
are resolved by the Commission’s action in this
notice and order.
PO 00000
Frm 00133
Fmt 4703
Sfmt 4703
67673
(Nasdaq), when such transactions are
reported to Nasdaq and the transaction
information is disseminated publicly].
(d)–(j) No Change.
*
*
*
*
*
6230. Transaction Reporting
(a) through (d) No Change.
(e) Transactions Exempt from Reporting
The following types of transactions
shall not be reported:
(1) Transactions that are part of a
primary distribution by an issuer.
(2) Transactions in TRACE-eligible
securities that are listed on a national
securities exchange, when such
transactions are executed on and
reported to the exchange and the
transaction information is disseminated
publicly[, and transactions in TRACEeligible securities that are listed and
quoted on Nasdaq, when such
transactions are reported to Nasdaq and
the transaction information is
disseminated publicly].
(3) Transactions where the buyer and
the seller have agreed to trade at a price
substantially unrelated to the current
market for the TRACE-eligible security
(e.g., to allow the seller to make a gift).
(4) For the duration of a two-year pilot
program, effective upon the later of
either: 1) approval of this rule by the
Commission, or 2) execution by NASD
and the New York Stock Exchange
(‘‘NYSE’’) of a data sharing agreement
addressing data related to transactions
covered by this Rule, transactions in
TRACE-eligible securities that are
executed on a facility of NYSE in
accordance with NYSE Rules 1400 and
1401 and reported to NYSE in
accordance with NYSE’s applicable
trade reporting rules and disseminated
publicly by NYSE.
(f) No Change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NASD included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item III below. NASD has prepared
summaries, set forth in Sections A, B,
and C below, of the most significant
aspects of such statements.
E:\FR\FM\22NON1.SGM
22NON1
67674
Federal Register / Vol. 71, No. 225 / Wednesday, November 22, 2006 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NASD is proposing to amend its Rule
6230 to exempt from Trade Reporting
and Compliance Engine (‘‘TRACE’’) 5
reporting requirements, for a period of
two years, transactions in TRACEeligible securities 6 executed on a
facility of the New York Stock Exchange
(‘‘NYSE’’) in accordance with NYSE
Rules 1400 and 1401, provided that
such transactions are reported pursuant
to applicable NYSE trade reporting rules
and publicly disseminated.7 NYSE has
sought exemptive relief from the
Commission that would facilitate
NYSE’s trading of certain corporate debt
securities that are not listed on NYSE.8
NASD has proposed to amend its Rule
6230 to address concerns regarding
duplicative trade reporting that would
result from the trading of those NYSETraded Bonds which otherwise would
be subject to both NASD’s and NYSE’s
trade reporting requirements.
NASD Rule 6230(e)(2) currently
exempts transactions in TRACE-eligible
securities that are listed on a national
securities exchange when such
transactions are executed on and
reported to the exchange and the
transaction information is disseminated
publicly. However, NYSE-Traded Bonds
will not be listed on NYSE 9 and the
proposed rule change would expand the
exemption from reporting under NASD
Rule 6230 to transactions in NYSETraded Bonds that are TRACE-eligible
securities that are reported to NYSE and
disseminated publicly.
NASD notes that the proposed rule
change is predicated on NASD’s
receiving certain information from
NYSE relating to transactions in NYSETraded Bonds that are TRACE-eligible
and NASD’s successful integration of
this information into its audit trail.10
5 See
NASD Rule 6210(b).
NASD Rule 6210(a).
7 See Securities Exchange Act Release Nos. 51999
(July 8, 2005), 70 FR 41067 (July 15, 2005) (SR–
NYSE–2004–69) (proposing NYSE Rules 1400 and
1401) (‘‘NYSE Corporate Debt Proposal’’) and 54767
(November 16, 2006) (SR–NYSE–2004–69)
(approving NYSE Corporate Debt Proposal).
8 See Securities Exchange Act Release No. 51998
(July 8, 2005), 70 FR 40748 (July 14, 2005) (File No.
S7–06–05). Debt securities traded on a facility of
NYSE, but not listed on NYSE, are herein referred
to as ‘‘NYSE–Traded Bonds.’’
9 See NYSE Corporate Debt Proposal, 70 FR at
41067, 41068 (discussing distinction between bonds
listed on NYSE and bonds traded on a facility of
NYSE).
10 In this regard, NASD and NYSE are in the
process of negotiating a data-sharing agreement
wherein, among other things, NYSE will agree to
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6 See
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Jkt 211001
The success of the proposed pilot
program will be heavily dependent on
NASD’s ability to effectively continue to
provide surveillance for corporate debt
trading in the over-the-counter (‘‘OTC’’)
market. NASD will evaluate the
effectiveness of the consolidated audit
trail during the pendency of the
proposed pilot program.
Finally, NASD is proposing to delete
references to ‘‘Nasdaq’’ and the ‘‘Nasdaq
Stock Market, Inc.’’ in NASD Rule 6210
and ‘‘Nasdaq’’ in NASD Rule 6230 to
reflect The NASDAQ Stock Market
LLC’s registration as a national
securities exchange.
The proposed rule change will
become effective upon the later of
either: (1) approval of this proposed rule
change by the Commission, or (2)
execution by NASD and NYSE of a datasharing agreement addressing data
related to transactions covered by the
proposed rule change.
2. Statutory Basis
NASD believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,11 which
requires, among other things, that
NASD’s rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. The proposed rule
change is being made to enhance
regulatory efficiency and reduce
duplicative trade reporting.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASD does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received from
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
provide NASD, on a T+1 basis, certain information
related to transactions in NYSE-Traded Bonds that
are TRACE-eligible securities. In turn, NASD
intends to consolidate this information into the
computer database housing NASD’s audit trail.
NASD intends to provide NYSE regulatory
personnel access, strictly for regulatory purposes
only, to that portion of NASD’s database reflecting
the information submitted by NYSE.
11 15 U.S.C. 78o–3(b)(6).
PO 00000
Frm 00134
Fmt 4703
Sfmt 4703
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–NASD–2006–110 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–NASD–2006–110. 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 NASD. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NASD–2006–110 and
should be submitted on or before
December 13, 2006.
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Change
After careful consideration, the
Commission finds that the proposed
rule change, as amended, is consistent
with the Act and the rules and
regulations thereunder applicable to a
national securities
12 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
E:\FR\FM\22NON1.SGM
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Federal Register / Vol. 71, No. 225 / Wednesday, November 22, 2006 / Notices
Specifically, the Commission believes
that the proposal is consistent with
Section 15A(b)(6) of the Act 13 in that it
is designed to promote just and
equitable principles of trade, to perfect
the mechanism of a free and open
market and a national market system,
and, in general, to protect investors and
the public interest. The Commission
also believes that the proposal is
consistent with Section 15A(b)(9) of the
Act 14 in that it does not impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act.
Any trade in unregistered corporate
debt securities on NYSE will
automatically be captured by NYSE’s
systems. The Commission understands
that NYSE will provide data on such
trades to NASD for surveillance
purposes. Therefore, NASD should be
able to obtain necessary surveillance
data without subjecting joint NYSE/
NASD members to a duplicative
reporting requirement. The Commission
concludes that it is reasonable and
consistent with the Act for NASD to
eliminate from its rules the requirement
that a trade executed on NYSE also be
reported to TRACE.15
Pursuant to Section 19(b)(2) of the
Act,16 the Commission finds good cause
for approving the proposed rule change,
as amended, before the thirtieth day
after the date of publication of notice of
filing thereof. Accelerating approval of
this proposed rule change will
immediately eliminate double-reporting
of certain bond trades and thereby
eliminate an unnecessary burden on
NYSE members trading corporate bonds
pursuant to the terms of an exemption
being granted in a related action today
by the Commission.17 The Commission
believes that NASD’s rule change raises
no issues of regulatory concern, because
NASD should have access to sufficient
regulatory information relating to the
exempted bond trades through the
information-sharing agreement it will
enter with NYSE. Therefore, the
Commission does not believe it is
necessary or appropriate to delay
approval and implementation of this
proposal pending a notice-and-comment
period.
13 15
U.S.C. 78o–3(b)(6).
U.S.C. 78o–3(b)(9).
15 The Commission will continue to monitor the
growth of intermarket competition in the corporate
bond markets and, in the event market
fragmentation becomes a concern, will consider
appropriate means to address the consolidation of
market information for corporate bonds.
16 15 U.S.C. 78s(b)(2).
17 See Securities Exchange Act Release No. 54766
(November 16, 2006) (File No. S7–06–05).
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14 15
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V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,18 that the
proposed rule change (SR–NASD–2006–
110), as amended, is hereby approved
on an accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.19
Nancy M. Morris,
Secretary.
[FR Doc. E6–19728 Filed 11–21–06; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–54755; File No. SR–NASD–
2006–007]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc; Order Approving
Proposed Rule Change Relating to
Option Position and Exercise Limits
and Position Reporting Obligations;
and Notice of Filing and Order
Granting Accelerated Approval to
Amendment No. 1 Thereto
November 15, 2006.
I. Introduction
On January 23, 2006, the National
Association of Securities Dealers, Inc.
(‘‘NASD’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Exchange Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend NASD Rule 2860, which relates
to position and exercise limits and
position reporting obligations for
members that hold positions in index
and equity options or that represent
customers holding such positions. The
proposed rule change was published for
comment in the Federal Register on
February 6, 2006.3 The Commission
received one comment on the proposal.4
In its comment letter, the Securities
Industry Association (‘‘SIA’’)
‘‘endorse[d] the adoption of clear and
objective criteria for identifying those
index options that would be exempt
from NASD option position and exercise
limits.’’ 5 However, the SIA also
18 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 53189
(January 30, 2006), 71 FR 6117.
4 See letter from John R. Vitha, Esq., Chairman,
Securities Industry Association Derivative Product
Committee, to Nancy M. Morris, Secretary,
Commission, dated May 23, 2006 (‘‘SIA Letter’’).
5 Id. at 1.
19 17
Frm 00135
Fmt 4703
recommended ‘‘streamlining the
relevant standards and easing the
operational steps necessary for NASD
member firms to verify compliance with
the Proposed Rule Change.’’ 6 In
response to this comment, NASD filed
Amendment No. 1 to the proposed rule
change on September 20, 2006.7 This
notice and order solicits comments from
interested persons on Amendment No. 1
and approves the proposal, as amended
by Amendment No. 1, on an accelerated
basis.
II. Description of the Proposal
SECURITIES AND EXCHANGE
COMMISSION
PO 00000
67675
Sfmt 4703
A. Position Limits for OTC Index
Options
NASD currently prohibits its
members, for their proprietary or agency
accounts, from holding positions in
over-the-counter (‘‘OTC’’) equity
options 8 that exceed certain position
limits.9 NASD also imposes exercise
limits on a member that holds OTC
equity options; the member may not
exercise, within a period of five
consecutive business days, a number of
option contracts that exceeds the same
number established for the position
limit.10 The position limits that NASD
imposes on its members for OTC equity
options are based on similar standards
established by the option exchanges for
‘‘standardized’’ equity options.11 In
contrast, NASD rules impose no
position limits on OTC index options,
but do not clarify what constitutes an
OTC index option for this purpose.
NASD believes that some indexes
underlying OTC options might have
economic characteristics more closely
resembling single securities than broadbased indexes. This could be the case,
for example, where the index consisted
of only a small number of securities or
if one or a few securities represented a
significant percentage of the index’s
weighting. In its initial filing, NASD
proposed 11 criteria an index would
have to meet to be sufficiently broadbased for an option on that index to be
6 Id.
7 The text of Amendment No. 1 is available on the
NASD’s Web site (https://www.nasd.com), at NASD’s
principal office, and at the Commission’s Public
Reference Room.
8 An ‘‘OTC option’’ for the purposes of this
approval order means any option contract not
issued or subject to issuance by the Options
Clearing Corporation (‘‘OCC’’).
9 These position limits vary depending on the
characteristics of the security underlying the OTC
option. See NASD Rule 2860(b)(3)(A)(viii).
10 See NASD Rule 2860(b)(4). NASD’s proposal
will impact its exercise limits in the same way as
it will change its position limits.
11 The term ‘‘standardized equity option’’ means
any equity options contract issued, or subject to
issuance by, The Options Clearing Corporation that
is not a FLEX Equity Option. See NASD Rule
2860(b)(2)(UU).
E:\FR\FM\22NON1.SGM
22NON1
Agencies
[Federal Register Volume 71, Number 225 (Wednesday, November 22, 2006)]
[Notices]
[Pages 67673-67675]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-19728]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54768; File No. SR-NASD-2006-110]
Self-Regulatory Organizations; National Association of Securities
Dealers, Inc.; Notice of Filing and Order Granting Accelerated Approval
of a Proposed Rule Change and Amendment No. 1 Thereto to Establish a
Two-Year Pilot Program Exempting from TRACE Reporting Transactions in
Bonds Traded on a Facility of NYSE
November 16, 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 19, 2006, the National Association of Securities Dealers,
Inc. (``NASD'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I and II below, which Items have substantially been prepared by
NASD. On September 27, 2006, NASD filed Amendment No. 1 to the proposed
rule change.\3\ The Commission is publishing this notice to solicit
comments \4\ on the proposed rule change, as amended, from interested
persons and is approving the proposal on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Amendment No. 1, which replaces and supersedes the original
filing in its entirety, made various technical changes to the
proposal and replaced a reference in the proposed rule text to
NYSE's Automated Bond System with a reference to ``a facility of
NYSE.''
\4\ The Commission received one comment on the proposed rule
change prior to issuance of this notice and order. See comment from
Ron Klein, Chairman, CEO, General Associates, Inc., dated October
16, 2006. The commenter asked various questions regarding the status
of the filing, which are resolved by the Commission's action in this
notice and order.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NASD is proposing to amend: (1) NASD Rule 6230, to initiate a two-
year pilot program exempting certain TRACE-eligible securities from
reporting requirements that otherwise would apply; and (2) NASD Rules
6210 and 6230, to reflect the registration of The NASDAQ Stock Market
LLC as a national securities exchange. Below is the text of the
proposed rule change, as amended. Proposed new language is italicized;
proposed deletions are in [brackets].
* * * * *
6200. TRADE REPORTING AND COMPLIANCE ENGINE (TRACE)
* * * * *
6210. Definitions
The terms used in this Rule 6200 Series shall have the same meaning
as those defined in NASD's By-Laws and Rules unless otherwise
specified.
(a) No Change.
(b) No Change.
(c) The term ``reportable TRACE transaction'' shall mean any
secondary market transaction in a TRACE-eligible security except
transactions in TRACE-eligible securities that are listed on a national
securities exchange registered under Section 6 of the Securities
Exchange Act of 1934, when such transactions are executed on, and
reported to the exchange and the transaction information is
disseminated publicly[, or transactions in TRACE-eligible securities
that are listed and quoted on the Nasdaq Stock Market, Inc. (Nasdaq),
when such transactions are reported to Nasdaq and the transaction
information is disseminated publicly]. (d)-(j) No Change.
* * * * *
6230. Transaction Reporting
(a) through (d) No Change.
(e) Transactions Exempt from Reporting
The following types of transactions shall not be reported:
(1) Transactions that are part of a primary distribution by an
issuer.
(2) Transactions in TRACE-eligible securities that are listed on a
national securities exchange, when such transactions are executed on
and reported to the exchange and the transaction information is
disseminated publicly[, and transactions in TRACE-eligible securities
that are listed and quoted on Nasdaq, when such transactions are
reported to Nasdaq and the transaction information is disseminated
publicly].
(3) Transactions where the buyer and the seller have agreed to
trade at a price substantially unrelated to the current market for the
TRACE-eligible security (e.g., to allow the seller to make a gift).
(4) For the duration of a two-year pilot program, effective upon
the later of either: 1) approval of this rule by the Commission, or 2)
execution by NASD and the New York Stock Exchange (``NYSE'') of a data
sharing agreement addressing data related to transactions covered by
this Rule, transactions in TRACE-eligible securities that are executed
on a facility of NYSE in accordance with NYSE Rules 1400 and 1401 and
reported to NYSE in accordance with NYSE's applicable trade reporting
rules and disseminated publicly by NYSE.
(f) No Change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, NASD included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below. NASD has prepared summaries, set forth in Sections A,
B, and C below, of the most significant aspects of such statements.
[[Page 67674]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
NASD is proposing to amend its Rule 6230 to exempt from Trade
Reporting and Compliance Engine (``TRACE'') \5\ reporting requirements,
for a period of two years, transactions in TRACE-eligible securities
\6\ executed on a facility of the New York Stock Exchange (``NYSE'') in
accordance with NYSE Rules 1400 and 1401, provided that such
transactions are reported pursuant to applicable NYSE trade reporting
rules and publicly disseminated.\7\ NYSE has sought exemptive relief
from the Commission that would facilitate NYSE's trading of certain
corporate debt securities that are not listed on NYSE.\8\ NASD has
proposed to amend its Rule 6230 to address concerns regarding
duplicative trade reporting that would result from the trading of those
NYSE-Traded Bonds which otherwise would be subject to both NASD's and
NYSE's trade reporting requirements.
---------------------------------------------------------------------------
\5\ See NASD Rule 6210(b).
\6\ See NASD Rule 6210(a).
\7\ See Securities Exchange Act Release Nos. 51999 (July 8,
2005), 70 FR 41067 (July 15, 2005) (SR-NYSE-2004-69) (proposing NYSE
Rules 1400 and 1401) (``NYSE Corporate Debt Proposal'') and 54767
(November 16, 2006) (SR-NYSE-2004-69) (approving NYSE Corporate Debt
Proposal).
\8\ See Securities Exchange Act Release No. 51998 (July 8,
2005), 70 FR 40748 (July 14, 2005) (File No. S7-06-05). Debt
securities traded on a facility of NYSE, but not listed on NYSE, are
herein referred to as ``NYSE-Traded Bonds.''
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NASD Rule 6230(e)(2) currently exempts transactions in TRACE-
eligible securities that are listed on a national securities exchange
when such transactions are executed on and reported to the exchange and
the transaction information is disseminated publicly. However, NYSE-
Traded Bonds will not be listed on NYSE \9\ and the proposed rule
change would expand the exemption from reporting under NASD Rule 6230
to transactions in NYSE-Traded Bonds that are TRACE-eligible securities
that are reported to NYSE and disseminated publicly.
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\9\ See NYSE Corporate Debt Proposal, 70 FR at 41067, 41068
(discussing distinction between bonds listed on NYSE and bonds
traded on a facility of NYSE).
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NASD notes that the proposed rule change is predicated on NASD's
receiving certain information from NYSE relating to transactions in
NYSE-Traded Bonds that are TRACE-eligible and NASD's successful
integration of this information into its audit trail.\10\ The success
of the proposed pilot program will be heavily dependent on NASD's
ability to effectively continue to provide surveillance for corporate
debt trading in the over-the-counter (``OTC'') market. NASD will
evaluate the effectiveness of the consolidated audit trail during the
pendency of the proposed pilot program.
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\10\ In this regard, NASD and NYSE are in the process of
negotiating a data-sharing agreement wherein, among other things,
NYSE will agree to provide NASD, on a T+1 basis, certain information
related to transactions in NYSE-Traded Bonds that are TRACE-eligible
securities. In turn, NASD intends to consolidate this information
into the computer database housing NASD's audit trail. NASD intends
to provide NYSE regulatory personnel access, strictly for regulatory
purposes only, to that portion of NASD's database reflecting the
information submitted by NYSE.
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Finally, NASD is proposing to delete references to ``Nasdaq'' and
the ``Nasdaq Stock Market, Inc.'' in NASD Rule 6210 and ``Nasdaq'' in
NASD Rule 6230 to reflect The NASDAQ Stock Market LLC's registration as
a national securities exchange.
The proposed rule change will become effective upon the later of
either: (1) approval of this proposed rule change by the Commission, or
(2) execution by NASD and NYSE of a data-sharing agreement addressing
data related to transactions covered by the proposed rule change.
2. Statutory Basis
NASD believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\11\ which requires, among
other things, that NASD's rules must be designed to prevent fraudulent
and manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. The proposed rule change is being made to enhance
regulatory efficiency and reduce duplicative trade reporting.
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\11\ 15 U.S.C. 78o-3(b)(6).
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B. Self-Regulatory Organization's Statement on Burden on Competition
NASD does not believe that the proposed rule change will result in
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received from Members, Participants, or Others
Written comments were neither solicited nor received.
III. 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-NASD-2006-110 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-NASD-2006-110. 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 NASD. All comments received will be posted without
change; the Commission does not edit personal identifying information
from submissions. You should submit only information that you wish to
make available publicly. All submissions should refer to File Number
SR-NASD-2006-110 and should be submitted on or before December 13,
2006.
IV. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Change
After careful consideration, the Commission finds that the proposed
rule change, as amended, is consistent with the Act and the rules and
regulations thereunder applicable to a national securities
[[Page 67675]]
association.\12\ Specifically, the Commission believes that the
proposal is consistent with Section 15A(b)(6) of the Act \13\ in that
it is designed to promote just and equitable principles of trade, to
perfect the mechanism of a free and open market and a national market
system, and, in general, to protect investors and the public interest.
The Commission also believes that the proposal is consistent with
Section 15A(b)(9) of the Act \14\ in that it does not impose any burden
on competition not necessary or appropriate in furtherance of the
purposes of the Act.
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\12\ In approving this proposal, the Commission has considered
the proposed rule's impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\13\ 15 U.S.C. 78o-3(b)(6).
\14\ 15 U.S.C. 78o-3(b)(9).
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Any trade in unregistered corporate debt securities on NYSE will
automatically be captured by NYSE's systems. The Commission understands
that NYSE will provide data on such trades to NASD for surveillance
purposes. Therefore, NASD should be able to obtain necessary
surveillance data without subjecting joint NYSE/NASD members to a
duplicative reporting requirement. The Commission concludes that it is
reasonable and consistent with the Act for NASD to eliminate from its
rules the requirement that a trade executed on NYSE also be reported to
TRACE.\15\
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\15\ The Commission will continue to monitor the growth of
intermarket competition in the corporate bond markets and, in the
event market fragmentation becomes a concern, will consider
appropriate means to address the consolidation of market information
for corporate bonds.
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Pursuant to Section 19(b)(2) of the Act,\16\ the Commission finds
good cause for approving the proposed rule change, as amended, before
the thirtieth day after the date of publication of notice of filing
thereof. Accelerating approval of this proposed rule change will
immediately eliminate double-reporting of certain bond trades and
thereby eliminate an unnecessary burden on NYSE members trading
corporate bonds pursuant to the terms of an exemption being granted in
a related action today by the Commission.\17\ The Commission believes
that NASD's rule change raises no issues of regulatory concern, because
NASD should have access to sufficient regulatory information relating
to the exempted bond trades through the information-sharing agreement
it will enter with NYSE. Therefore, the Commission does not believe it
is necessary or appropriate to delay approval and implementation of
this proposal pending a notice-and-comment period.
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\16\ 15 U.S.C. 78s(b)(2).
\17\ See Securities Exchange Act Release No. 54766 (November 16,
2006) (File No. S7-06-05).
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V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\18\ that the proposed rule change (SR-NASD-2006-110), as amended,
is hereby approved on an accelerated basis.
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\18\ 15 U.S.C. 78s(b)(2).
\19\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\19\
Nancy M. Morris,
Secretary.
[FR Doc. E6-19728 Filed 11-21-06; 8:45 am]
BILLING CODE 8011-01-P