Self-Regulatory Organizations; National Association of Securities Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposal Relating to Implementation of Certain Approved Rule Changes Reflecting the Complete Separation of Nasdaq from NASD, 78245-78247 [E6-22199]
Download as PDF
Federal Register / Vol. 71, No. 249 / Thursday, December 28, 2006 / Notices
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR-NASD–2006–
039), as amended, be, and it hereby is,
approved.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.24
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6–22197 Filed 12–27–06; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54984; File No. SR–NASD–
2006–135]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing and
Immediate Effectiveness of Proposal
Relating to Implementation of Certain
Approved Rule Changes Reflecting the
Complete Separation of Nasdaq from
NASD
December 20, 2006.
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),11 and Rule 19b–4 thereunder,2
notice is hereby given that on December
20, 2006, the National Association of
Securities Dealers, Inc. (‘‘NASD’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by NASD.
NASD has filed this proposal pursuant
to Section 19(b)(3)(A) of the Act 3 and
Rule 19b–4(f)(6) thereunder 4 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NASD has filed a proposed rule
change relating to a phased
implementation of SR–NASD–2006–
104, which was approved by the
Commission on November 21, 2006.5
Specifically, NASD is proposing to
23 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 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
5 ≤See Securities Exchange Act Release No.
54798, 71 FR 69156 (November 29, 2006) (order
approving SR–NASD–2006–104).
sroberts on PROD1PC70 with NOTICES
24 17
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20:03 Dec 27, 2006
Jkt 211001
implement on December 20, 2006,
amendments to the Plan of Allocation
and Delegation of Functions by NASD to
Subsidiaries (‘‘Delegation Plan’’) and the
By-Laws of NASD, NASD Regulation
and NASD Dispute Resolution, and the
deletion of The Nasdaq Stock Market
Inc. (‘‘Nasdaq’’) By-Laws, which were
previously approved in SR–NASD–
2006–104, to reflect Nasdaq’s complete
separation from NASD, and, on that
same date, dissolve NASD’s controlling
share in Nasdaq.
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 IV below. NASD has prepared
summaries, set forth in Sections A, B,
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Background
On June 30, 2006, the Commission
approved proposed rule change SR–
NASD–2005–087, which, among other
things, amended NASD’s Delegation
Plan, By-Laws and NASD rules to reflect
the operation of The NASDAQ Stock
Market LLC (the ‘‘Nasdaq Exchange’’) as
a national securities exchange for
Nasdaq-listed securities.6 For a
transitional period that commenced on
August 1, 2006, the Nasdaq Exchange
has been operating as an exchange for
Nasdaq-listed securities only. Nasdaq,
as a subsidiary of NASD, continues to
perform its obligations under the
Delegation Plan with respect to overthe-counter (‘‘OTC’’) quoting, trading
and execution of non-Nasdaq exchangelisted securities, including the operation
of, among other things, its
SuperIntermarket (‘‘SiM’’) trading
platform. Nasdaq no longer performs
any functions under the Delegation Plan
relating to Nasdaq-listed securities.
On November 21, 2006, the
Commission approved SR–NASD–2006–
104.7 Pursuant to SR–NASD–2006–104,
NASD proposed to delete the Nasdaq
6 See Securities Exchange Act Release No. 54084
(June 30, 2006), 71 FR 38935 (July 10, 2006) (order
approving SR–NASD–2005–087).
7 See note 5 supra.
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Fmt 4703
Sfmt 4703
78245
By-Laws and amend the Delegation
Plan, the By-Laws of NASD, NASD
Regulation and NASD Dispute
Resolution, and NASD rules to reflect
the separation of Nasdaq from NASD
upon the operation of the Nasdaq
Exchange as a national securities
exchange for non-Nasdaq exchangelisted securities. In addition, NASD
proposed to amend NASD rules for OTC
quoting and trading in non-Nasdaq
exchange-listed securities to reflect the
manner in which NASD will be
satisfying its regulatory obligations
under the Exchange Act and the rules
thereunder on a temporary basis until
NASD’s Alternative Display Facility
(‘‘ADF’’) is able to satisfy those
obligations (‘‘Modified SiM Rules’’).8
Finally, NASD proposed to expand the
scope of the NASD/Nasdaq Trade
Reporting Facility rules to include trade
reporting in non-Nasdaq exchange-listed
securities and make other clarifying and
conforming changes. As approved, SR–
NASD–2006–104 will be effective on the
date on which the Nasdaq Exchange
operates as a national securities
exchange with respect to non-Nasdaq
exchange-listed securities. When SR–
NASD–2006–104 was originally filed,
that date was anticipated to be October
2006; however, it is now anticipated to
be in the first quarter of 2007.
Separation of Nasdaq from NASD and
Proposed Phased Implementation of
SR–NASD–2006–104
As noted above, Nasdaq continues to
exercise regulatory authority under the
Delegation Plan. Therefore, NASD
retains control of Nasdaq through a
single share of Series D Preferred Stock
(the ‘‘Series D Share’’) that allows NASD
to cast a majority of the votes in any
matter submitted to Nasdaq’s
stockholders, including the election of
Nasdaq directors. Once the delegation to
Nasdaq is no longer necessary, the
Series D Share will automatically lose
its voting rights and will be redeemed
by Nasdaq for $1.00.
In light of the delay in
implementation of portions of SR–
NASD–2006–104, NASD is proposing to
eliminate its delegation and effectuate
8 This is one of the conditions required by the
Commission before the Nasdaq Exchange can
operate as an exchange for non-Nasdaq exchangelisted securities. The Commission approved the
Nasdaq Exchange application on January 13, 2006.
See Securities Exchange Act Release No. 53128, 71
FR 3550 (January 23, 2006) (File No. 10–131). See
also Securities Exchange Act Release No. 54085
(June 30, 2006), 71 FR 38910 (July 10, 2006), which
modified the conditions set forth in the Nasdaq
Exchange approval order to allow the Nasdaq
Exchange to operate as a national securities
exchange solely with respect to Nasdaq-listed
securities.
E:\FR\FM\28DEN1.SGM
28DEN1
78246
Federal Register / Vol. 71, No. 249 / Thursday, December 28, 2006 / Notices
sroberts on PROD1PC70 with NOTICES
complete separation with Nasdaq,
including dissolution of the Series D
Share, prior to commencement of
operation of the Nasdaq Exchange as an
exchange for non-Nasdaq exchangelisted securities. However, for a
transitional period, Nasdaq will
continue to perform the same services it
does today, including operation of the
SiM trading platform, on NASD’s behalf
via the Transitional System and
Regulatory Services Agreement. NASD
anticipates that this transitional period
will be brief, commencing on December
20, 2006 and concluding once SR–
NASD–2006–104 is fully implemented
in the first quarter of 2007.
To effectuate this phased
implementation, NASD is proposing to
implement on December 20, 2006
certain portions of SR–NASD–2006–104
to reflect the separation of Nasdaq from
NASD and that Nasdaq will no longer be
operating under the Delegation Plan.
Specifically, NASD is proposing to: (1)
Remove references in the Delegation
Plan to Nasdaq as a subsidiary and
remove the delegation of authority to
Nasdaq (Section III) and the delegation
of authority relating to Stockwatch
(Section IV); (2) revise the NASD ByLaws, NASD Regulation By-Laws and
NASD Dispute Resolution By-Laws to
remove references to Nasdaq as a
subsidiary of NASD; and (3) delete the
Nasdaq By-Laws. During this
transitional period, references to
‘‘Nasdaq’’ in NASD’s rules shall be
deemed to mean ‘‘Nasdaq operating on
behalf of NASD via the Transitional
System and Regulatory Services
Agreement.’’ Additionally, NASD notes
that during this transitional period, the
Market Operations Review Committee,
which was validly constituted pursuant
to a delegation by the NASD Board, will
continue to exist in its current form and
perform the functions set forth in NASD
Rules 5265 and 11890. All remaining
changes approved in SR–NASD–2006–
104 will become effective on the date
upon which the Nasdaq Exchange
operates as an exchange for non-Nasdaq
exchange-listed securities.9 As such,
9 As permitted by the terms of the Transitional
System and Regulatory Services Agreement, NASD
may, in its sole discretion, determine to continue
to use Nasdaq as a vendor to operate SiM, even
upon the Nasdaq Exchange’s operation as an
exchange for non-Nasdaq exchange-listed securities.
In that event, the current rules relating to SiM will
remain in place and the approved rule changes in
SR–NASD–2006–104 relating to Modified SiM
Rules will not be implemented. All other rule
changes that are part of SR–NASD–2006–104 (e.g.,
amendments to the NASD/Nasdaq Trade Reporting
Facility Rules) will become operative upon the
operation of NASD’s ADF for non-Nasdaq
exchange-listed securities as approved by the
Commission on September 28, 2006. See Securities
Exchange Act Release No. 54537 (September 28,
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20:03 Dec 27, 2006
Jkt 211001
during this transitional period, there
will be no changes from the perspective
of users or participants of NASD
facilities operated by Nasdaq.
NASD has filed the proposed rule
change for immediate effectiveness.
NASD is proposing that the operative
date of the proposed rule change be
December 20, 2006, the date on which
NASD proposes to effectuate the
complete separation of Nasdaq from
NASD.
2. Statutory Basis
NASD believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,10 which
requires, among other things, that NASD
rules 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. NASD
believes that the proposed rule change
will provide an effective mechanism
and regulatory framework for
effectuating Nasdaq’s complete
separation from NASD.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASD does not believe that the
proposed rule change would 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. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the proposal does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
for 30 days after the date of the filing,
or such shorter time as the Commission
may designate if consistent with the
protection of investors and the public
interest, the proposed rule change has
become effective pursuant to Section
19(b)(3)(A) of the Act 11 and Rule 19b–
4(f)(6) thereunder.12
2006), 71 FR 59173 (October 6, 2006) (order
approving SR–NASD–2006–91). NASD will submit
a filing to the Commission to effectuate this.
10 15 U.S.C. 78o–3(b)(6).
11 15 U.S.C. 78s(b)(3)(A).
12 17 CFR 240.19b–4(f)(6). As required by Rule
19b–4(f)(6)(iii) of the Act, NASD provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
PO 00000
Frm 00119
Fmt 4703
Sfmt 4703
NASD has requested that the
Commission waive the 30-day operative
delay under Rule 19b–4(f)(6)(iii),13 and
designate the proposed rule change
effective immediately. The Commission
believes that it is consistent with the
protection of investors and the public
interest to waive the 30-day operative
delay,14 as such waiver is necessary so
that the complete separation of Nasdaq
from NASD can be effectuated on
December 20, 2006.15
At any time within 60 days of the
filing of such proposed rule change the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
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–2006–135 on the
subject line.
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–NASD–2006–135. 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
description of the text of the proposed rule change,
at least five business days prior to the date of the
filing of the proposed rule change.
13 17 CFR 240.19b–4(f)(6)(iii).
14 For purposes only of waiving the 30-day
operative delay of this proposal, the Commission
has considered the proposed rule’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
15 Furthermore, the amendments proposed herein
were subject to notice and comment and approved
by the Commission on November 21, 2006. See note
5 supra.
E:\FR\FM\28DEN1.SGM
28DEN1
Federal Register / Vol. 71, No. 249 / Thursday, December 28, 2006 / Notices
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–2006–135 and
should be submitted on or before
January 18, 2007.
19b–4(f)(6) thereunder,4 which renders
the proposal effective upon filing with
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6–22199 Filed 12–27–06; 8:45 am]
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54970; File No. SR–NYSE–
2006–114]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to Amend
Exchange Rule 123A.30 to Eliminate
the Two Tick Rule to Allow for the
Execution of CAP-DI Orders at
Consecutive Destabilizing Prices
Without Floor Official Approval
sroberts on PROD1PC70 with NOTICES
December 19, 2006.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
14, 2006, the New York Stock Exchange
LLC (‘‘NYSE’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Exchange. The Exchange filed the
proposed rule change as a ‘‘noncontroversial’’ rule change pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
16 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
1 15
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20:03 Dec 27, 2006
Jkt 211001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to amend
Exchange Rule 123A.30 to allow a CAPDI order to be executed at consecutive
destabilizing prices without Floor
Official approval.
The text of the proposed rule change
is available at NYSE, the Commission’s
Public Reference Room, and
www.nyse.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Exchange Rules 13 and 123A.30
describe a type of percentage order 5
called a ‘‘convert and parity,
destabilizing, immediate-or-cancel’’
(CAP-DI) order and the manner in
which such orders are elected or
converted and executed.
CAP-DI orders are ‘‘elected’’ into limit
orders when a trade on the Exchange
occurs at or within a CAP-DI order’s
limit price. The size and price of such
limit order is the same as the electing
trade. The election and execution of
CAP-DI orders is automatic.
CAP-DI orders may also be
‘‘converted’’ into limit orders to trade
with the NYSE bid and offer or to
4 17
CFR 240.19b–4(f)(6).
orders are limited price orders to buy
or sell a certain volume of the specified security
after a trade occurs at or within the order’s limit.
As such, all percentage orders, including CAP-DI
orders, are referred to as ‘‘go along orders’’ because
they generally want to trade at prices established by
other market participants and do not want to
initiate a significant price change or lag behind the
market.
5 Percentage
PO 00000
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Fmt 4703
Sfmt 4703
78247
establish a new NYSE best bid or offer
as prescribed by Rule 123A.30. When
first adopted, CAP-DI orders were
converted by specialists in accordance
with the instructions of the Floor broker
who entered the order. Today, CAP-DI
orders are automatically converted and
trade in certain situations—when the
specialist trades for its dealer account in
an automatic execution.6 In that
situation, CAP-DI orders that have been
entered and are capable of trading at
that price are automatically converted
and trade along with the specialist.7
This process benefits customers by
ensuring that CAP-DI orders are
executed in accordance with their
expectations—i.e. that they participate
in NYSE trades at or within their limit
and thereby do not lag behind the
market.
The ‘‘D’’ designation on CAP-DI
orders stands for ‘‘destabilizing’’ and
allows the order to be converted to
participate in stabilizing or destabilizing
transactions 8 or to bid (offer) in a
destabilizing manner.9
The ‘‘I’’ designation of the CAP-DI
order stands for ‘‘immediate execution
or cancel’’ and allows for the
cancellation of any converted portion of
the order that is not executed
immediately at the price of the electing
transaction or better. Any portion that is
not immediately executed reverts to its
status as a CAP-DI order, eligible for
subsequent election or conversion and
execution.
CAP-DI orders are subject to certain
restrictions on conversions to trade and
quote that were intended to minimize
the specialist’s ability to move the price
direction of a security through the
conversion of the CAP-DI orders.10
Thus, Exchange Rule 123A.30 provides
that CAP-DI orders may not be
converted ‘‘at consecutively higher or
lower prices such that consecutive up or
down ticks (as the case may be), follow
one another in rapid succession, unless
[the specialist] obtains the prior
6 This occurs either because the specialist has
algorithmically generated a trading message or is
part of a quote that is automatically executed.
7 By its terms (convert and parity), specialists and
CAP-DI orders trade on parity.
8 A ‘‘destabilizing’’ trade is a trade that follows
the direction of the market as, for example, a
purchase on a plus tick or a sale on a minus tick.
A stabilizing trade is one that counters the direction
of the market as, for example, a purchase on a
minus tick or a sale on a plus tick.
9 Rule 123A.30 sets forth certain size and
maximum price restrictions on CAP-DI conversions.
The Exchange is not proposing to amend these
requirements.
10 See Securities Exchange Act Release No. 24505
(May 22, 1987), 52 FR 20484 (June 1, 1987) (SR–
NYSE–85–1) (approving amendment to Rule
123A.30 permitting conversion of percentage orders
on destabilizing ticks under certain restrictions).
E:\FR\FM\28DEN1.SGM
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Agencies
[Federal Register Volume 71, Number 249 (Thursday, December 28, 2006)]
[Notices]
[Pages 78245-78247]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-22199]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54984; File No. SR-NASD-2006-135]
Self-Regulatory Organizations; National Association of Securities
Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposal
Relating to Implementation of Certain Approved Rule Changes Reflecting
the Complete Separation of Nasdaq from NASD
December 20, 2006.
Pursuant to section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\1 and Rule 19b-4 thereunder,\2\ notice is hereby given
that on December 20, 2006, the National Association of Securities
Dealers, Inc. (``NASD'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I and II below, which Items have been substantially prepared by
NASD. NASD has filed this proposal pursuant to Section 19(b)(3)(A) of
the Act \3\ and Rule 19b-4(f)(6) thereunder \4\ which renders the
proposal effective upon filing with the Commission. The Commission is
publishing this notice to solicit comments on the proposed rule change
from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NASD has filed a proposed rule change relating to a phased
implementation of SR-NASD-2006-104, which was approved by the
Commission on November 21, 2006.\5\ Specifically, NASD is proposing to
implement on December 20, 2006, amendments to the Plan of Allocation
and Delegation of Functions by NASD to Subsidiaries (``Delegation
Plan'') and the By-Laws of NASD, NASD Regulation and NASD Dispute
Resolution, and the deletion of The Nasdaq Stock Market Inc.
(``Nasdaq'') By-Laws, which were previously approved in SR-NASD-2006-
104, to reflect Nasdaq's complete separation from NASD, and, on that
same date, dissolve NASD's controlling share in Nasdaq.
---------------------------------------------------------------------------
\5\ >See Securities Exchange Act Release No. 54798, 71 FR 69156
(November 29, 2006) (order approving SR-NASD-2006-104).
---------------------------------------------------------------------------
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 IV below. NASD has prepared summaries, set forth in Sections A, B,
and C below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Background
On June 30, 2006, the Commission approved proposed rule change SR-
NASD-2005-087, which, among other things, amended NASD's Delegation
Plan, By-Laws and NASD rules to reflect the operation of The NASDAQ
Stock Market LLC (the ``Nasdaq Exchange'') as a national securities
exchange for Nasdaq-listed securities.\6\ For a transitional period
that commenced on August 1, 2006, the Nasdaq Exchange has been
operating as an exchange for Nasdaq-listed securities only. Nasdaq, as
a subsidiary of NASD, continues to perform its obligations under the
Delegation Plan with respect to over-the-counter (``OTC'') quoting,
trading and execution of non-Nasdaq exchange-listed securities,
including the operation of, among other things, its SuperIntermarket
(``SiM'') trading platform. Nasdaq no longer performs any functions
under the Delegation Plan relating to Nasdaq-listed securities.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 54084 (June 30,
2006), 71 FR 38935 (July 10, 2006) (order approving SR-NASD-2005-
087).
---------------------------------------------------------------------------
On November 21, 2006, the Commission approved SR-NASD-2006-104.\7\
Pursuant to SR-NASD-2006-104, NASD proposed to delete the Nasdaq By-
Laws and amend the Delegation Plan, the By-Laws of NASD, NASD
Regulation and NASD Dispute Resolution, and NASD rules to reflect the
separation of Nasdaq from NASD upon the operation of the Nasdaq
Exchange as a national securities exchange for non-Nasdaq exchange-
listed securities. In addition, NASD proposed to amend NASD rules for
OTC quoting and trading in non-Nasdaq exchange-listed securities to
reflect the manner in which NASD will be satisfying its regulatory
obligations under the Exchange Act and the rules thereunder on a
temporary basis until NASD's Alternative Display Facility (``ADF'') is
able to satisfy those obligations (``Modified SiM Rules'').\8\ Finally,
NASD proposed to expand the scope of the NASD/Nasdaq Trade Reporting
Facility rules to include trade reporting in non-Nasdaq exchange-listed
securities and make other clarifying and conforming changes. As
approved, SR-NASD-2006-104 will be effective on the date on which the
Nasdaq Exchange operates as a national securities exchange with respect
to non-Nasdaq exchange-listed securities. When SR-NASD-2006-104 was
originally filed, that date was anticipated to be October 2006;
however, it is now anticipated to be in the first quarter of 2007.
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\7\ See note 5 supra.
\8\ This is one of the conditions required by the Commission
before the Nasdaq Exchange can operate as an exchange for non-Nasdaq
exchange-listed securities. The Commission approved the Nasdaq
Exchange application on January 13, 2006. See Securities Exchange
Act Release No. 53128, 71 FR 3550 (January 23, 2006) (File No. 10-
131). See also Securities Exchange Act Release No. 54085 (June 30,
2006), 71 FR 38910 (July 10, 2006), which modified the conditions
set forth in the Nasdaq Exchange approval order to allow the Nasdaq
Exchange to operate as a national securities exchange solely with
respect to Nasdaq-listed securities.
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Separation of Nasdaq from NASD and Proposed Phased Implementation of
SR-NASD-2006-104
As noted above, Nasdaq continues to exercise regulatory authority
under the Delegation Plan. Therefore, NASD retains control of Nasdaq
through a single share of Series D Preferred Stock (the ``Series D
Share'') that allows NASD to cast a majority of the votes in any matter
submitted to Nasdaq's stockholders, including the election of Nasdaq
directors. Once the delegation to Nasdaq is no longer necessary, the
Series D Share will automatically lose its voting rights and will be
redeemed by Nasdaq for $1.00.
In light of the delay in implementation of portions of SR-NASD-
2006-104, NASD is proposing to eliminate its delegation and effectuate
[[Page 78246]]
complete separation with Nasdaq, including dissolution of the Series D
Share, prior to commencement of operation of the Nasdaq Exchange as an
exchange for non-Nasdaq exchange-listed securities. However, for a
transitional period, Nasdaq will continue to perform the same services
it does today, including operation of the SiM trading platform, on
NASD's behalf via the Transitional System and Regulatory Services
Agreement. NASD anticipates that this transitional period will be
brief, commencing on December 20, 2006 and concluding once SR-NASD-
2006-104 is fully implemented in the first quarter of 2007.
To effectuate this phased implementation, NASD is proposing to
implement on December 20, 2006 certain portions of SR-NASD-2006-104 to
reflect the separation of Nasdaq from NASD and that Nasdaq will no
longer be operating under the Delegation Plan. Specifically, NASD is
proposing to: (1) Remove references in the Delegation Plan to Nasdaq as
a subsidiary and remove the delegation of authority to Nasdaq (Section
III) and the delegation of authority relating to Stockwatch (Section
IV); (2) revise the NASD By-Laws, NASD Regulation By-Laws and NASD
Dispute Resolution By-Laws to remove references to Nasdaq as a
subsidiary of NASD; and (3) delete the Nasdaq By-Laws. During this
transitional period, references to ``Nasdaq'' in NASD's rules shall be
deemed to mean ``Nasdaq operating on behalf of NASD via the
Transitional System and Regulatory Services Agreement.'' Additionally,
NASD notes that during this transitional period, the Market Operations
Review Committee, which was validly constituted pursuant to a
delegation by the NASD Board, will continue to exist in its current
form and perform the functions set forth in NASD Rules 5265 and 11890.
All remaining changes approved in SR-NASD-2006-104 will become
effective on the date upon which the Nasdaq Exchange operates as an
exchange for non-Nasdaq exchange-listed securities.\9\ As such, during
this transitional period, there will be no changes from the perspective
of users or participants of NASD facilities operated by Nasdaq.
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\9\ As permitted by the terms of the Transitional System and
Regulatory Services Agreement, NASD may, in its sole discretion,
determine to continue to use Nasdaq as a vendor to operate SiM, even
upon the Nasdaq Exchange's operation as an exchange for non-Nasdaq
exchange-listed securities. In that event, the current rules
relating to SiM will remain in place and the approved rule changes
in SR-NASD-2006-104 relating to Modified SiM Rules will not be
implemented. All other rule changes that are part of SR-NASD-2006-
104 (e.g., amendments to the NASD/Nasdaq Trade Reporting Facility
Rules) will become operative upon the operation of NASD's ADF for
non-Nasdaq exchange-listed securities as approved by the Commission
on September 28, 2006. See Securities Exchange Act Release No. 54537
(September 28, 2006), 71 FR 59173 (October 6, 2006) (order approving
SR-NASD-2006-91). NASD will submit a filing to the Commission to
effectuate this.
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NASD has filed the proposed rule change for immediate
effectiveness. NASD is proposing that the operative date of the
proposed rule change be December 20, 2006, the date on which NASD
proposes to effectuate the complete separation of Nasdaq from NASD.
2. Statutory Basis
NASD believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\10\ which requires, among
other things, that NASD rules 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. NASD believes that the proposed rule change will
provide an effective mechanism and regulatory framework for
effectuating Nasdaq's complete separation from NASD.
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\10\ 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 would 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. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the proposal does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days after the date of the filing, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest, the proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \11\ and Rule 19b-4(f)(6)
thereunder.\12\
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6). As required by Rule 19b-
4(f)(6)(iii) of the Act, NASD provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description of the text of the proposed rule change, at least
five business days prior to the date of the filing of the proposed
rule change.
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NASD has requested that the Commission waive the 30-day operative
delay under Rule 19b-4(f)(6)(iii),\13\ and designate the proposed rule
change effective immediately. The Commission believes that it is
consistent with the protection of investors and the public interest to
waive the 30-day operative delay,\14\ as such waiver is necessary so
that the complete separation of Nasdaq from NASD can be effectuated on
December 20, 2006.\15\
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\13\ 17 CFR 240.19b-4(f)(6)(iii).
\14\ For purposes only of waiving the 30-day operative delay of
this proposal, the Commission has considered the proposed rule's
impact on efficiency, competition, and capital formation. 15 U.S.C.
78c(f).
\15\ Furthermore, the amendments proposed herein were subject to
notice and comment and approved by the Commission on November 21,
2006. See note 5 supra.
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At any time within 60 days of the filing of such proposed rule
change the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-2006-135 on the subject line.
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-NASD-2006-135. 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
[[Page 78247]]
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-2006-135
and should be submitted on or before January 18, 2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6-22199 Filed 12-27-06; 8:45 am]
BILLING CODE 8011-01-P