Self-Regulatory Organizations; National Association of Securities Dealers, Inc.; Order Approving Proposed Rule Change and Amendment Nos. 1, 2, and 3 Thereto and Notice of Filing and Order Granting Accelerated Approval to Amendment No. 4 to Revise Rule 10322 of the NASD Code of Arbitration Procedure Pertaining to Subpoenas and the Power to Direct Appearances, 1353-1356 [E7-207]
Download as PDF
Federal Register / Vol. 72, No. 7 / Thursday, January 11, 2007 / Notices
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding, or
(ii) as to which the Exchange consents,
the Commission will:
(A) by order approve the proposed
rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
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:
cprice-sewell on PROD1PC66 with NOTICES
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–CBOE–2006–112 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–CBOE–2006–112. 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 the filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
VerDate Aug<31>2005
15:52 Jan 10, 2007
Jkt 211001
Number SR–CBOE–2006–112 and
should be submitted on or before
February 1, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–208 Filed 1–10–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55038; File No. SR–NASD–
2005–079]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Order Approving
Proposed Rule Change and
Amendment Nos. 1, 2, and 3 Thereto
and Notice of Filing and Order
Granting Accelerated Approval to
Amendment No. 4 to Revise Rule
10322 of the NASD Code of Arbitration
Procedure Pertaining to Subpoenas
and the Power to Direct Appearances
January 3, 2007.
I. Introduction
On June 17, 2005, the National
Association of Securities Dealers, Inc.
(‘‘NASD’’) filed with the Securities and
Exchange Commission (‘‘SEC’’ or the
‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (the ‘‘Exchange Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to revise Rule 10322 of the
NASD Code of Arbitration Procedure
(the ‘‘Code’’), which pertains to
subpoenas and the power to direct
appearances. On July 13, 2005, the
Commission published for comment the
proposed rule change in the Federal
Register.3 The Commission received
twelve comments on the proposal.4 On
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 51981
(July 6, 2005), 70 FR 40411 (July 13, 2005).
4 Comment letters were submitted by Richard
Skora, dated July 12, 2005; Seth E. Lipner, Deutsch
& Lipner, dated July 13, 2005; Steve Buchwalter,
Law Offices of Steve A. Buchwalter, P.C., dated July
13, 2005; Steven B. Caruso, Maddox Hargett &
Caruso, P.C., dated July 19, 2005; Dennis M. Pape,
dated July 20, 2005; Al Van Kampen, Rohde & Van
Kampen PLLC, dated July 25, 2005; Phil Cutler,
Cutler Nylander & Hayton, dated August 1, 2005;
Avery B. Goodman, A.B. Goodman Law Firm, Ltd.,
dated August 1, 2005 and August 2, 2005; Jill Gross,
Director, Barbara Black, Director, and Richard
Downey, Student Intern, Pace Investor Rights
Project, dated August 2, 2005; Tim Canning, dated
August 3, 2005; and Rosemary J. Shockman,
President, Public Investors Arbitration Bar
Association, dated August 4, 2005.
1 15
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1353
March 29, 2006, May 12, 2006, and July
7, 2006, NASD submitted Amendment
Nos. 1, 2, and 3, respectively, to the
proposed rule change. The Commission
published the proposed rule change, as
amended, for comment in the Federal
Register on July 18, 2006.5 The
Commission received twenty-six
comment letters on the proposal, as
amended.6 On November 30, 2006,
NASD submitted Amendment No. 4 to
the proposed rule change.7 This notice
and order solicits comments from
interested persons on Amendment No. 4
and approves the proposal, as amended,
on an accelerated basis. The text of the
proposed rule change is available at
www.nasd.com, at the principal offices
of NASD, and at the Commission’s
Public Reference Room.
5 See Securities Exchange Act Release No. 54134
(July 12, 2006), 71 FR 40762 (July 18, 2006).
6 Comment letters were submitted by Gary M.
Berne, Stoll Stoll Berne Lokting & Shlachter P.C.,
dated April 13, 2006 (‘‘Berne’’); Robert S. Banks, Jr.,
President, Public Investors Arbitration Bar
Association, dated April 28, 2006 (‘‘PIABA 1’’);
Bryan Lantagne, Chair, Broker-Dealer Arbitration
Project Group, North American Securities
Administrators Association, Inc., dated May 1, 2006
(‘‘NASAA’’); Martin L. Feinberg, dated May 5, 2006
(‘‘Feinberg 1’’); Seth E. Lipner, Deutsch Lipner,
dated July 17, 2006 (‘‘Lipner 1’’); Philip M.
Aidikoff, Aidikoff, Uhl & Bakhtiari, dated July 19,
2006 (‘‘Aidikoff’’); Martin L. Feinberg, dated July
19, 2006 (‘‘Feinberg 2’’); Thomas C. Wagner,
VanDeusen & Wagner LLC, dated July 19, 2006
(‘‘Wagner 1’’); Steven B. Caruso, Maddox Hargett
Caruso, P.C., dated July 21, 2006 (‘‘Caruso’’); Joseph
C. Korsak, dated July 21, 2006 (‘‘Korsak’’); Herbert
E. Pounds, Jr., dated July 21, 2006 (‘‘Pounds’’); John
Miller, dated July 21, 2006 (‘‘Miller’’); Richard M.
Layne, Layne Lewis LLP, dated July 21, 2006
(‘‘Layne’’); Sarah G. Anderson, dated July 21, 2006
(‘‘Anderson’’); Jay Salamon, dated July 21, 2006
(‘‘Salamon’’); Steph D. M [sic], dated July 21, 2006
(‘‘Steph M’’); Thomas C. Wagner, VanDeusen
Wagner LLC, dated July 21, 2006 (‘‘Wagner 2’’); W.
Scott Greco, Greco & Greco, P.C., dated July 21,
2006 (‘‘Greco’’); Carl J. Carlson, Carlson & Dennett,
P.S., dated July 24, 2006 (‘‘Carlson’’); Laurence S.
Schultz, Driggers, Schultz & Herbst, P.C., dated July
28, 2006 (‘‘Schultz’’); Ryan P. Smith, Vice
President, Wachovia Securities, dated August 7,
2006 (‘‘Wachovia’’); Robert S. Banks, Jr., President,
Public Investors Arbitration Bar Association, dated
August 14, 2006 (‘‘PIABA 2’’); Jim Parker, Johnson,
Rial & Parker, P.C., dated September 7, 2006
(‘‘Parker’’); Alan S. Brodherson, Law Offices of Alan
S. Brodherson, dated November 20, 2006
(‘‘Brodherson’’); Seth E. Lipner, Deutsch Lipner,
dated December 6, 2006 (‘‘Lipner 2’’); and Steven
B. Caruso, President, Public Investors Arbitration
Bar Association, dated December 7, 2006 (‘‘PIABA
3’’).
7 The PIABA 3 and Lipner 2 letters were received
by the Commission after the submission of
Amendment No. 4 by NASD. Both commenters
noted NASD’s submission of Amendment No. 4 and
recommended expedited approval of the proposal,
with one commenter stating ‘‘the proposed
revisions will both protect public investors and
represent a significant step toward reducing the
discovery abuses that permeate the arbitration
process.’’ (PIABA 3).
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Federal Register / Vol. 72, No. 7 / Thursday, January 11, 2007 / Notices
II. Description of the Proposed Rule
Change
In the initial rule filing, NASD
proposed to revise Rule 10322 of the
Code to provide for a 10-day notice
requirement before a party issues a
subpoena to a non-party for pre-hearing
discovery.8 In addition, NASD proposed
clarifying the requirements regarding
the service of subpoenas by specifying
that a party that issues a subpoena must
serve a copy of the subpoena to all
parties and the entity receiving the
subpoena on the same day.
In Amendment No. 1, NASD proposed
to allow only arbitrators to issue
subpoenas for both parties and nonparties, whether for discovery or for
appearance at a hearing. In Amendment
No. 2, NASD clarified the process for
issuing a subpoena to both parties and
non-parties. In Amendment No. 3,
NASD clarified that, in most cases, a
public arbitrator will rule on all motions
requesting a subpoena.9
In Amendment No. 4, NASD
responded to comments on Amendment
Nos. 1, 2, and 3 and amended the
proposed rule change to authorize the
arbitration panel to determine the
amount of costs incurred as a result of
subpoenaed documents and by whom
such costs should be borne. NASD also
amended the proposed rule change to
provide that the party requesting the
subpoena may respond to objections
within 10 calendar days of receipt of the
objections. In addition, NASD clarified
that certain references to days are
references to calendar days.
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III. Summary of Comments Received
and NASD Response
In Amendment No. 4, NASD
responded to comments on the amended
proposal.
Who Should Pay for Subpoenaed
Documents
NASD noted that more than half of
the comments discussed which party
should be responsible for the costs
associated with the production of
documents obtained in response to a
subpoena.10 Specifically, NASD stated
that commenters: (1) Expressed the view
that the proposal would inappropriately
require a party requesting documents
from another party to be responsible for
the costs associated with the document
production, (2) argued that the costs
associated with the production of any
documents, including subpoenaed
8 See
infra note 3.
infra note 5.
10 See Anderson, Carlson, Caruso, Feinberg 1 and
2, Greco, Korsak, Layne, Miller, PIABA 2, Pounds,
Salamon, Schultz, Steph M, and Wagner 2.
9 See
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15:52 Jan 10, 2007
Jkt 211001
documents, should be determined and
assessed by the panel in its award, (3)
stated that treating subpoenaed
documents differently from other
discovery-related documents could lead
to gamesmanship, confusion, and delay
in the discovery process, and (4)
indicated that this aspect of the
proposal would pose a considerable
burden on public customers and could
prevent them from adequately preparing
their cases if they are unable to
reimburse the other party for copies of
subpoenaed documents.
NASD agreed that the panel should
have the authority to determine the
amount of costs incurred as a result of
subpoenaed documents and by whom
such costs should be borne. Therefore,
NASD proposed in Amendment No. 4 to
delete the following sentence from
proposed Rule 10322(e): ‘‘The party
requesting the documents shall be
responsible for the reasonable costs
associated with the production of the
copies.’’ NASD noted that because Rules
10205(c) and 10332(c) of the Code
already provide arbitrators with
authority to make cost determinations, it
is NASD’s belief that this issue does not
need to be further addressed by the
proposal.
Whether Counsel Should be Able to
Issue Subpoenas
NASD noted that four commenters
objected to the proposal to limit the
power to issue subpoenas to
arbitrators.11 Specifically, NASD stated
commenters: (1) Noted that they had not
experienced any significant problems
with the current rule (which also allows
counsel of record to issue subpoenas as
provided by law), and stated that there
was no reason to revise the rule, (2)
expressed the view that limiting to
arbitrators the authority to issue
subpoenas would result in additional
delays, costs, and gamesmanship in the
discovery process, and (3) speculated
that arbitrators who tire of counsel
making numerous requests for
subpoenas may capriciously deny the
issuance of a subpoena merely to limit
the amount of time spent on discovery
issues.
NASD disagreed with these
comments, stating it believes that
providing arbitrators with greater
control over the issuance of subpoenas
will help to protect investors, associated
persons, and other parties from abuse in
the discovery process. NASD also stated
that the establishment of a uniform,
nationwide rule will reduce potential
confusion for parties and their counsel
regarding whether they have the ability
11 See
PO 00000
Berne, Brodherson, Parker, and Wachovia.
Frm 00046
Fmt 4703
Sfmt 4703
to issue subpoenas, minimize
gamesmanship in the subpoena process,
and make the rule easier to administer.
Which Arbitrators Should Have
Authority to Decide Subpoena Requests
NASD noted that two commenters (1)
stated that only public arbitrators
should have the authority to decide
subpoena requests and that non-public
arbitrators should not be involved in
resolving discovery issues in those cases
where one of the parties is a public
customer, and (2) suggested that, at the
very least, a non-public arbitrator
should be able to decide a subpoena
request only if all parties agree.12
NASD stated that the rule, as
proposed, is in accordance with the
suggestions made by these commenters
and affirmed that the arbitrator ruling
on a motion requesting a subpoena will
be a public arbitrator unless a customer
previously consented to a non-standard
panel composition.13
Necessity of Motions for Subpoenas
NASD noted that two commenters
asserted that parties should not be
required to include a motion as part of
a subpoena request, and indicated that
this would add unnecessary complexity
and delay to the discovery process.14
NASD disagreed, stating it believes that
requiring a motion would not place a
significant burden on parties and may
provide a benefit to the panel.
Automatic Exchange of Subpoenaed
Documents
NASD noted that two commenters
suggested revising the proposal to
require or allow for the automatic
exchange of documents received in
response to all subpoenas.15 NASD
disagreed, stating that another party
may not want such documents or may
not wish to be potentially responsible
for the costs associated with the
production of such documents. NASD
also noted that the proposal does not
limit the ability of the parties to agree
to automatically exchange all
documents received in response to
subpoenas.
Time Frame for Ruling on Subpoena
Requests
NASD noted that one commenter
suggested revising the proposal to
require the panel to rule on all subpoena
motions within 10 days to ensure that
parties are able to conduct discovery in
a timely and orderly manner.16 NASD
12 See
NASAA and PIABA 1.
See Rule 10308(b)(1).
14 See Berne and PIABA 1.
15 See Feinberg 1 and 2, and Salamon.
16 See Wachovia letter.
13
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Federal Register / Vol. 72, No. 7 / Thursday, January 11, 2007 / Notices
disagreed, stating that the proposal
would require the panel to rule
promptly on a motion for a subpoena.
NASD also indicated it does not believe
that it is appropriate to establish a
specific time frame within which the
panel must rule on a subpoena request,
particularly because there may be
occasions when a panel will need to
consider several complex motions at the
same time.
Clarifications to the Proposed Rule
Change
NASD noted that two commenters
suggested clarifying revisions to
proposed Rule 10322(c).17 One
commenter stated that the rule is
potentially ambiguous regarding the
time frame during which an arbitrator
should rule on the issuance and scope
of a subpoena.18 In this commenter’s
view the proposal could be read to mean
that an arbitrator is required to rule
promptly and not consider any
objections that have been raised to a
subpoena. The other commenter
suggested that, to avoid confusion, the
rule should contain a time period
within which a party must respond to
any objections to its proposed
subpoena.19 This commenter also
suggested amending paragraphs (c) and
(e) of proposed Rule 10322 to clarify
whether the time periods in those
paragraphs are based on calendar or
business days.
To reduce any potential ambiguities
in the rule, NASD proposed in
Amendment No. 4 to amend the
proposed rule change to provide that the
party that requested the subpoena may
respond to objections within 10
calendar days of receipt of the
objections and to clarify certain
references to days are references to
calendar days.20
Conforming the Proposal with the
Federal Arbitration Act
NASD noted that one commenter
stated that the proposed rule should be
revised to conform to the Federal
Arbitration Act (FAA), which the
commenter states requires a majority of
the arbitrators to sign a subpoena.21
17 See
Caruso and Feinberg 2.
Feinberg 2.
19 See Caruso.
20 NASD also noted that the pending revisions to
the NASD Code of Arbitration Procedure for
Customer Disputes and the NASD Code of
Arbitration Procedure for Industry Disputes would
clarify that the term ‘‘day’’ means calendar day,
except as otherwise provided. See Securities
Exchange Act Release Nos. 51856 (June 15, 2005)
(SR–NASD–2003–158), 70 FR 36442 (June 23, 2005)
and 51857 (June 15, 2005) (SR–NASD–2004–011),
70 FR 36430 (June 23, 2005).
21 See Feinberg 1 and 2.
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18 See
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15:52 Jan 10, 2007
Jkt 211001
NASD responded that because the
proposal would allow only arbitrators to
issue subpoenas, it would provide nonparties with more protection than
current Rule 103222. NASD also stated
it believes that subpoenas issued by a
single arbitrator are valid and noted that
it has received few, if any, complaints
regarding the validity of such subpoenas
from participants in the NASD forum.
NASD also noted that commenter
expressed the view that the proposal,
under the FAA, is unwieldy with
respect to the service of subpoenas. The
commenter stated that the FAA provides
that an arbitration subpoena ‘‘shall be
served in the same manner as subpoenas
to appear and testify before the court.’’
The commenter asserted that federal
courts have interpreted this provision to
require the personal service of an
arbitral subpoena. Consequently, the
commenter contended that, under the
FAA, the proposal would require
personal service of all subpoenas issued
in NASD’s forum.
In response, NASD pointed out that
before a party may participate in
NASD’s arbitral forum, it must submit a
Uniform Submission Agreement in
which the party agrees to abide by the
Code.22 NASD stated that under the
Code, service can be effectuated by a
variety of methods, including mail,
overnight mail service, hand delivery,
and facsimile.23 Citing Volt Information
Sciences, Inc. v. Board of Trustees of
Leland Stanford Junior University, 489
U.S. 468 (1989), NASD also noted that
the Supreme Court has found that the
FAA does not prevent the enforcement
of arbitration agreements that contain
different rules than those set forth in the
FAA. NASD indicated it believes that
service under the proposal can be
accomplished by any of the various
methods provided for in the Code rather
than personal service exclusively.
Issues Beyond the Scope of the
Proposed Rule Change
Finally, NASD noted that two
commenters raised issues that are
beyond the scope of the proposed rule
change. One commenter expressed
views related to the composition of
arbitration panels and the definition of
public arbitrator.24 The other
commenter suggested revisions to the
22 The Uniform Submission Agreement provides,
‘‘The undersigned parties hereby submit the present
matter in controversy, as set forth in the attached
statement of claim, answers, and all related
counterclaims and/or third-party claims which may
be asserted, to arbitration in accordance with the
Constitution, By-Laws, Rules, Regulations, and/or
Code of Arbitration Procedure of the sponsoring
organization.’’
23 See NASD Rule 10314(c).
24 See NASAA.
PO 00000
Frm 00047
Fmt 4703
Sfmt 4703
1355
Code regarding the time period within
which a panel must be appointed.25
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning Amendment No.
4, including whether Amendment No. 4
is consistent with the Exchange 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 e-mail to rulecomments@sec.gov. Please include File
Number SR–NASD–2005–079 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–2005–079. 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–2005–079 and
should be submitted on or before
February 1, 2007.
V. Discussion and Findings
After careful review, the Commission
finds that the proposed rule change is
25 See
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Wachovia.
11JAN1
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Federal Register / Vol. 72, No. 7 / Thursday, January 11, 2007 / Notices
consistent with the requirements of the
Exchange Act and the rules and
regulations thereunder applicable to
NASD, and in particular, with the
requirements of Section 15A(b)(6) 26 of
the Exchange Act.27 Section 15A(b)(6)
requires, among other things, that
NASD’s 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.
The Commission believes that the
proposed rule change is designed to
accomplish these ends by permitting
only arbitrators to issues subpoenas and
by making the arbitration subpoena
process more orderly and efficient.
Accelerated Approval of Amendment
No. 4
The Commission finds good cause for
approving Amendment No. 4 to the
proposed rule change prior to the
thirtieth day after the amendment is
published for comment in the Federal
Register pursuant to Section 19(b)(2) of
the Act. Amendment No. 4 amends the
proposed rule change to authorize the
arbitration panel to determine the
amount of costs incurred as a result of
subpoenaed documents and by whom
such costs should be borne. Amendment
No. 4 also provides that the party that
requested the subpoena may respond to
objections within 10 calendar days of
receipt of the objections. In addition,
Amendment No. 4 amends the proposed
rule change to clarify that certain
references to days are references to
calendar days. The Commission
anticipates that these changes will
provide for greater clarity with respect
to the subpoena process and will
provide for a more equitable allocation
of costs concerning subpoena
documents. Accordingly, the
Commission finds that accelerated
approval of Amendment No. 4 is
appropriate.
VI. Conclusions
cprice-sewell on PROD1PC66 with NOTICES
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,28 that the
proposed rule change, as amended (SR–
NASD–2005–079), be, and hereby is,
approved.
26 15
U.S.C. 78o–3(b)(6).
approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
28 15 U.S.C. 78s(b)(2).
27 In
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15:52 Jan 10, 2007
Jkt 211001
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.29
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–207 Filed 1–10–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55041; File No. SR–NSX–
2006–17]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Modify a
Fee Schedule for Transactions
Executed Through NSX BLADESM and
To Modify a Fee Schedule for ITS
Transactions
January 4, 2007.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’)1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
13, 2006, National Stock Exchange, Inc.
(‘‘NSX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III below, which Items have been
prepared substantially by the Exchange.
The Exchange filed the proposed rule
change pursuant to Section 19(b)(3)(A)
of the Act 3 and Rule 19b–4(f)(2)
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
The Exchange proposes to implement
a liquidity provider rebate and liquidity
taker fee for transactions executed in
Tape A and Tape B securities through
NSX BLADESM (‘‘NSX BLADE’’), the
Exchange’s new trading system, and to
modify its Fee Schedule applicable to
transactions executed in Tape C
securities through NSX BLADE.5 The
29 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).
4 17 CFR 240.19b–4(f)(2).
5 Securities are being transitioned from the
Exchange’s legacy system, National Securities
Trading System (‘‘NSTS’’) to NSX BLADE.
Securities will only be traded on one system; once
transitioned, that security will only be traded on
NSX BLADE. As of December 22, 2006, all Tape C
securities have been transitioned to NSX BLADE,
and the Exchange anticipates that all Tape A and
1 15
PO 00000
Frm 00048
Fmt 4703
Sfmt 4703
Exchange also proposes corresponding
changes to the Exchange’s ITS
Transactions Fee Schedule. The text of
the proposed rule change is is available
at www.nsx.com/RulesFilings.asp, NSX,
and the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NSX included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. The Exchange has
prepared summaries, set forth in
Sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange has created NSX
BLADE, a new trading platform that
utilizes a strict price/time priority
system as the ultimate replacement for
the Exchange’s current system, NSTS.6
In connection with the new trading
platform, the Exchange filed a rule
change proposing new trading rules for
NSX BLADE.7 The Exchange also
amended its rules to add a Chapter XVI
to set forth, in its own chapter, rules
relating to fees, dues, assessments and a
tape rebate program. The rule change
adding Chapter XVI was filed pursuant
to Section 19(b)(3)(A) of the Act, which
rendered it effective upon filing.8
In the instant rule filing, the Exchange
is filing a proposed Fee Schedule under
Rule 16.1(a) and 16.1(c) of Chapter XVI
for executions in Tape A, B and C
Tape B securities will be transitioned to NSX
BLADE in mid-January 2007. Until transitioned,
Tape A and Tape B securities will continue to be
traded on NSTS exclusively. See e-mail from Lori
A. Ragus, Senior Regulatory Counsel, NSX, to
Joseph P. Morra, Special Counsel, SEC, dated
December 22, 2006.
6 See footnote 5, supra.
7 See Securities Exchange Act Release No. 54391
(August 31, 2006), 71 FR 52836 (September 7, 2006)
(SR–NSX–2006–08) (approval order).
8 See Securities Exchange Act Release No. 54194
(July 24, 2006), 71 FR 43258 (July 31, 2006)(SR–
NSX–2006–10). SR–NSX–2006–10 was effective
upon filing on July 13, 2006. Rule 16.3 provides
that the new Chapter XVI would become effective
upon written notice by the Exchange to the ETP
Holders. Notice was provided declaring Chapter
XVI effective on October 2 and 19, 2006 respecting
ITS transactions and transactions in NSX BLADE,
respectively.
E:\FR\FM\11JAN1.SGM
11JAN1
Agencies
[Federal Register Volume 72, Number 7 (Thursday, January 11, 2007)]
[Notices]
[Pages 1353-1356]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-207]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55038; File No. SR-NASD-2005-079]
Self-Regulatory Organizations; National Association of Securities
Dealers, Inc.; Order Approving Proposed Rule Change and Amendment Nos.
1, 2, and 3 Thereto and Notice of Filing and Order Granting Accelerated
Approval to Amendment No. 4 to Revise Rule 10322 of the NASD Code of
Arbitration Procedure Pertaining to Subpoenas and the Power to Direct
Appearances
January 3, 2007.
I. Introduction
On June 17, 2005, the National Association of Securities Dealers,
Inc. (``NASD'') filed with the Securities and Exchange Commission
(``SEC'' or the ``Commission''), pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the ``Exchange Act'') \1\ and Rule
19b-4 thereunder,\2\ a proposed rule change to revise Rule 10322 of the
NASD Code of Arbitration Procedure (the ``Code''), which pertains to
subpoenas and the power to direct appearances. On July 13, 2005, the
Commission published for comment the proposed rule change in the
Federal Register.\3\ The Commission received twelve comments on the
proposal.\4\ On March 29, 2006, May 12, 2006, and July 7, 2006, NASD
submitted Amendment Nos. 1, 2, and 3, respectively, to the proposed
rule change. The Commission published the proposed rule change, as
amended, for comment in the Federal Register on July 18, 2006.\5\ The
Commission received twenty-six comment letters on the proposal, as
amended.\6\ On November 30, 2006, NASD submitted Amendment No. 4 to the
proposed rule change.\7\ This notice and order solicits comments from
interested persons on Amendment No. 4 and approves the proposal, as
amended, on an accelerated basis. The text of the proposed rule change
is available at www.nasd.com, at the principal offices of NASD, and at
the Commission's Public Reference Room.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 51981 (July 6,
2005), 70 FR 40411 (July 13, 2005).
\4\ Comment letters were submitted by Richard Skora, dated July
12, 2005; Seth E. Lipner, Deutsch & Lipner, dated July 13, 2005;
Steve Buchwalter, Law Offices of Steve A. Buchwalter, P.C., dated
July 13, 2005; Steven B. Caruso, Maddox Hargett & Caruso, P.C.,
dated July 19, 2005; Dennis M. Pape, dated July 20, 2005; Al Van
Kampen, Rohde & Van Kampen PLLC, dated July 25, 2005; Phil Cutler,
Cutler Nylander & Hayton, dated August 1, 2005; Avery B. Goodman,
A.B. Goodman Law Firm, Ltd., dated August 1, 2005 and August 2,
2005; Jill Gross, Director, Barbara Black, Director, and Richard
Downey, Student Intern, Pace Investor Rights Project, dated August
2, 2005; Tim Canning, dated August 3, 2005; and Rosemary J.
Shockman, President, Public Investors Arbitration Bar Association,
dated August 4, 2005.
\5\ See Securities Exchange Act Release No. 54134 (July 12,
2006), 71 FR 40762 (July 18, 2006).
\6\ Comment letters were submitted by Gary M. Berne, Stoll Stoll
Berne Lokting & Shlachter P.C., dated April 13, 2006 (``Berne'');
Robert S. Banks, Jr., President, Public Investors Arbitration Bar
Association, dated April 28, 2006 (``PIABA 1''); Bryan Lantagne,
Chair, Broker-Dealer Arbitration Project Group, North American
Securities Administrators Association, Inc., dated May 1, 2006
(``NASAA''); Martin L. Feinberg, dated May 5, 2006 (``Feinberg 1'');
Seth E. Lipner, Deutsch Lipner, dated July 17, 2006 (``Lipner 1'');
Philip M. Aidikoff, Aidikoff, Uhl & Bakhtiari, dated July 19, 2006
(``Aidikoff''); Martin L. Feinberg, dated July 19, 2006 (``Feinberg
2''); Thomas C. Wagner, VanDeusen & Wagner LLC, dated July 19, 2006
(``Wagner 1''); Steven B. Caruso, Maddox Hargett Caruso, P.C., dated
July 21, 2006 (``Caruso''); Joseph C. Korsak, dated July 21, 2006
(``Korsak''); Herbert E. Pounds, Jr., dated July 21, 2006
(``Pounds''); John Miller, dated July 21, 2006 (``Miller''); Richard
M. Layne, Layne Lewis LLP, dated July 21, 2006 (``Layne''); Sarah G.
Anderson, dated July 21, 2006 (``Anderson''); Jay Salamon, dated
July 21, 2006 (``Salamon''); Steph D. M [sic], dated July 21, 2006
(``Steph M''); Thomas C. Wagner, VanDeusen Wagner LLC, dated July
21, 2006 (``Wagner 2''); W. Scott Greco, Greco & Greco, P.C., dated
July 21, 2006 (``Greco''); Carl J. Carlson, Carlson & Dennett, P.S.,
dated July 24, 2006 (``Carlson''); Laurence S. Schultz, Driggers,
Schultz & Herbst, P.C., dated July 28, 2006 (``Schultz''); Ryan P.
Smith, Vice President, Wachovia Securities, dated August 7, 2006
(``Wachovia''); Robert S. Banks, Jr., President, Public Investors
Arbitration Bar Association, dated August 14, 2006 (``PIABA 2'');
Jim Parker, Johnson, Rial & Parker, P.C., dated September 7, 2006
(``Parker''); Alan S. Brodherson, Law Offices of Alan S. Brodherson,
dated November 20, 2006 (``Brodherson''); Seth E. Lipner, Deutsch
Lipner, dated December 6, 2006 (``Lipner 2''); and Steven B. Caruso,
President, Public Investors Arbitration Bar Association, dated
December 7, 2006 (``PIABA 3'').
\7\ The PIABA 3 and Lipner 2 letters were received by the
Commission after the submission of Amendment No. 4 by NASD. Both
commenters noted NASD's submission of Amendment No. 4 and
recommended expedited approval of the proposal, with one commenter
stating ``the proposed revisions will both protect public investors
and represent a significant step toward reducing the discovery
abuses that permeate the arbitration process.'' (PIABA 3).
---------------------------------------------------------------------------
[[Page 1354]]
II. Description of the Proposed Rule Change
In the initial rule filing, NASD proposed to revise Rule 10322 of
the Code to provide for a 10-day notice requirement before a party
issues a subpoena to a non-party for pre-hearing discovery.\8\ In
addition, NASD proposed clarifying the requirements regarding the
service of subpoenas by specifying that a party that issues a subpoena
must serve a copy of the subpoena to all parties and the entity
receiving the subpoena on the same day.
---------------------------------------------------------------------------
\8\ See infra note 3.
---------------------------------------------------------------------------
In Amendment No. 1, NASD proposed to allow only arbitrators to
issue subpoenas for both parties and non-parties, whether for discovery
or for appearance at a hearing. In Amendment No. 2, NASD clarified the
process for issuing a subpoena to both parties and non-parties. In
Amendment No. 3, NASD clarified that, in most cases, a public
arbitrator will rule on all motions requesting a subpoena.\9\
---------------------------------------------------------------------------
\9\ See infra note 5.
---------------------------------------------------------------------------
In Amendment No. 4, NASD responded to comments on Amendment Nos. 1,
2, and 3 and amended the proposed rule change to authorize the
arbitration panel to determine the amount of costs incurred as a result
of subpoenaed documents and by whom such costs should be borne. NASD
also amended the proposed rule change to provide that the party
requesting the subpoena may respond to objections within 10 calendar
days of receipt of the objections. In addition, NASD clarified that
certain references to days are references to calendar days.
III. Summary of Comments Received and NASD Response
In Amendment No. 4, NASD responded to comments on the amended
proposal.
Who Should Pay for Subpoenaed Documents
NASD noted that more than half of the comments discussed which
party should be responsible for the costs associated with the
production of documents obtained in response to a subpoena.\10\
Specifically, NASD stated that commenters: (1) Expressed the view that
the proposal would inappropriately require a party requesting documents
from another party to be responsible for the costs associated with the
document production, (2) argued that the costs associated with the
production of any documents, including subpoenaed documents, should be
determined and assessed by the panel in its award, (3) stated that
treating subpoenaed documents differently from other discovery-related
documents could lead to gamesmanship, confusion, and delay in the
discovery process, and (4) indicated that this aspect of the proposal
would pose a considerable burden on public customers and could prevent
them from adequately preparing their cases if they are unable to
reimburse the other party for copies of subpoenaed documents.
---------------------------------------------------------------------------
\10\ See Anderson, Carlson, Caruso, Feinberg 1 and 2, Greco,
Korsak, Layne, Miller, PIABA 2, Pounds, Salamon, Schultz, Steph M,
and Wagner 2.
---------------------------------------------------------------------------
NASD agreed that the panel should have the authority to determine
the amount of costs incurred as a result of subpoenaed documents and by
whom such costs should be borne. Therefore, NASD proposed in Amendment
No. 4 to delete the following sentence from proposed Rule 10322(e):
``The party requesting the documents shall be responsible for the
reasonable costs associated with the production of the copies.'' NASD
noted that because Rules 10205(c) and 10332(c) of the Code already
provide arbitrators with authority to make cost determinations, it is
NASD's belief that this issue does not need to be further addressed by
the proposal.
Whether Counsel Should be Able to Issue Subpoenas
NASD noted that four commenters objected to the proposal to limit
the power to issue subpoenas to arbitrators.\11\ Specifically, NASD
stated commenters: (1) Noted that they had not experienced any
significant problems with the current rule (which also allows counsel
of record to issue subpoenas as provided by law), and stated that there
was no reason to revise the rule, (2) expressed the view that limiting
to arbitrators the authority to issue subpoenas would result in
additional delays, costs, and gamesmanship in the discovery process,
and (3) speculated that arbitrators who tire of counsel making numerous
requests for subpoenas may capriciously deny the issuance of a subpoena
merely to limit the amount of time spent on discovery issues.
---------------------------------------------------------------------------
\11\ See Berne, Brodherson, Parker, and Wachovia.
---------------------------------------------------------------------------
NASD disagreed with these comments, stating it believes that
providing arbitrators with greater control over the issuance of
subpoenas will help to protect investors, associated persons, and other
parties from abuse in the discovery process. NASD also stated that the
establishment of a uniform, nationwide rule will reduce potential
confusion for parties and their counsel regarding whether they have the
ability to issue subpoenas, minimize gamesmanship in the subpoena
process, and make the rule easier to administer.
Which Arbitrators Should Have Authority to Decide Subpoena Requests
NASD noted that two commenters (1) stated that only public
arbitrators should have the authority to decide subpoena requests and
that non-public arbitrators should not be involved in resolving
discovery issues in those cases where one of the parties is a public
customer, and (2) suggested that, at the very least, a non-public
arbitrator should be able to decide a subpoena request only if all
parties agree.\12\
---------------------------------------------------------------------------
\12\ See NASAA and PIABA 1.
---------------------------------------------------------------------------
NASD stated that the rule, as proposed, is in accordance with the
suggestions made by these commenters and affirmed that the arbitrator
ruling on a motion requesting a subpoena will be a public arbitrator
unless a customer previously consented to a non-standard panel
composition.\13\
---------------------------------------------------------------------------
\13\ See Rule 10308(b)(1).
---------------------------------------------------------------------------
Necessity of Motions for Subpoenas
NASD noted that two commenters asserted that parties should not be
required to include a motion as part of a subpoena request, and
indicated that this would add unnecessary complexity and delay to the
discovery process.\14\ NASD disagreed, stating it believes that
requiring a motion would not place a significant burden on parties and
may provide a benefit to the panel.
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\14\ See Berne and PIABA 1.
---------------------------------------------------------------------------
Automatic Exchange of Subpoenaed Documents
NASD noted that two commenters suggested revising the proposal to
require or allow for the automatic exchange of documents received in
response to all subpoenas.\15\ NASD disagreed, stating that another
party may not want such documents or may not wish to be potentially
responsible for the costs associated with the production of such
documents. NASD also noted that the proposal does not limit the ability
of the parties to agree to automatically exchange all documents
received in response to subpoenas.
---------------------------------------------------------------------------
\15\ See Feinberg 1 and 2, and Salamon.
---------------------------------------------------------------------------
Time Frame for Ruling on Subpoena Requests
NASD noted that one commenter suggested revising the proposal to
require the panel to rule on all subpoena motions within 10 days to
ensure that parties are able to conduct discovery in a timely and
orderly manner.\16\ NASD
[[Page 1355]]
disagreed, stating that the proposal would require the panel to rule
promptly on a motion for a subpoena. NASD also indicated it does not
believe that it is appropriate to establish a specific time frame
within which the panel must rule on a subpoena request, particularly
because there may be occasions when a panel will need to consider
several complex motions at the same time.
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\16\ See Wachovia letter.
---------------------------------------------------------------------------
Clarifications to the Proposed Rule Change
NASD noted that two commenters suggested clarifying revisions to
proposed Rule 10322(c).\17\ One commenter stated that the rule is
potentially ambiguous regarding the time frame during which an
arbitrator should rule on the issuance and scope of a subpoena.\18\ In
this commenter's view the proposal could be read to mean that an
arbitrator is required to rule promptly and not consider any objections
that have been raised to a subpoena. The other commenter suggested
that, to avoid confusion, the rule should contain a time period within
which a party must respond to any objections to its proposed
subpoena.\19\ This commenter also suggested amending paragraphs (c) and
(e) of proposed Rule 10322 to clarify whether the time periods in those
paragraphs are based on calendar or business days.
---------------------------------------------------------------------------
\17\ See Caruso and Feinberg 2.
\18\ See Feinberg 2.
\19\ See Caruso.
---------------------------------------------------------------------------
To reduce any potential ambiguities in the rule, NASD proposed in
Amendment No. 4 to amend the proposed rule change to provide that the
party that requested the subpoena may respond to objections within 10
calendar days of receipt of the objections and to clarify certain
references to days are references to calendar days.\20\
---------------------------------------------------------------------------
\20\ NASD also noted that the pending revisions to the NASD Code
of Arbitration Procedure for Customer Disputes and the NASD Code of
Arbitration Procedure for Industry Disputes would clarify that the
term ``day'' means calendar day, except as otherwise provided. See
Securities Exchange Act Release Nos. 51856 (June 15, 2005) (SR-NASD-
2003-158), 70 FR 36442 (June 23, 2005) and 51857 (June 15, 2005)
(SR-NASD-2004-011), 70 FR 36430 (June 23, 2005).
---------------------------------------------------------------------------
Conforming the Proposal with the Federal Arbitration Act
NASD noted that one commenter stated that the proposed rule should
be revised to conform to the Federal Arbitration Act (FAA), which the
commenter states requires a majority of the arbitrators to sign a
subpoena.\21\ NASD responded that because the proposal would allow only
arbitrators to issue subpoenas, it would provide non-parties with more
protection than current Rule 103222. NASD also stated it believes that
subpoenas issued by a single arbitrator are valid and noted that it has
received few, if any, complaints regarding the validity of such
subpoenas from participants in the NASD forum.
---------------------------------------------------------------------------
\21\ See Feinberg 1 and 2.
---------------------------------------------------------------------------
NASD also noted that commenter expressed the view that the
proposal, under the FAA, is unwieldy with respect to the service of
subpoenas. The commenter stated that the FAA provides that an
arbitration subpoena ``shall be served in the same manner as subpoenas
to appear and testify before the court.'' The commenter asserted that
federal courts have interpreted this provision to require the personal
service of an arbitral subpoena. Consequently, the commenter contended
that, under the FAA, the proposal would require personal service of all
subpoenas issued in NASD's forum.
In response, NASD pointed out that before a party may participate
in NASD's arbitral forum, it must submit a Uniform Submission Agreement
in which the party agrees to abide by the Code.\22\ NASD stated that
under the Code, service can be effectuated by a variety of methods,
including mail, overnight mail service, hand delivery, and
facsimile.\23\ Citing Volt Information Sciences, Inc. v. Board of
Trustees of Leland Stanford Junior University, 489 U.S. 468 (1989),
NASD also noted that the Supreme Court has found that the FAA does not
prevent the enforcement of arbitration agreements that contain
different rules than those set forth in the FAA. NASD indicated it
believes that service under the proposal can be accomplished by any of
the various methods provided for in the Code rather than personal
service exclusively.
---------------------------------------------------------------------------
\22\ The Uniform Submission Agreement provides, ``The
undersigned parties hereby submit the present matter in controversy,
as set forth in the attached statement of claim, answers, and all
related counterclaims and/or third-party claims which may be
asserted, to arbitration in accordance with the Constitution, By-
Laws, Rules, Regulations, and/or Code of Arbitration Procedure of
the sponsoring organization.''
\23\ See NASD Rule 10314(c).
---------------------------------------------------------------------------
Issues Beyond the Scope of the Proposed Rule Change
Finally, NASD noted that two commenters raised issues that are
beyond the scope of the proposed rule change. One commenter expressed
views related to the composition of arbitration panels and the
definition of public arbitrator.\24\ The other commenter suggested
revisions to the Code regarding the time period within which a panel
must be appointed.\25\
---------------------------------------------------------------------------
\24\ See NASAA.
\25\ See Wachovia.
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning Amendment No. 4, including whether Amendment No. 4
is consistent with the Exchange 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 e-mail to rule-comments@sec.gov. Please include File
Number SR-NASD-2005-079 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-2005-079. 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-2005-079 and should be submitted on or before February 1, 2007.
V. Discussion and Findings
After careful review, the Commission finds that the proposed rule
change is
[[Page 1356]]
consistent with the requirements of the Exchange Act and the rules and
regulations thereunder applicable to NASD, and in particular, with the
requirements of Section 15A(b)(6) \26\ of the Exchange Act.\27\ Section
15A(b)(6) requires, among other things, that NASD's 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. The Commission believes that the
proposed rule change is designed to accomplish these ends by permitting
only arbitrators to issues subpoenas and by making the arbitration
subpoena process more orderly and efficient.
---------------------------------------------------------------------------
\26\ 15 U.S.C. 78o-3(b)(6).
\27\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
---------------------------------------------------------------------------
Accelerated Approval of Amendment No. 4
The Commission finds good cause for approving Amendment No. 4 to
the proposed rule change prior to the thirtieth day after the amendment
is published for comment in the Federal Register pursuant to Section
19(b)(2) of the Act. Amendment No. 4 amends the proposed rule change to
authorize the arbitration panel to determine the amount of costs
incurred as a result of subpoenaed documents and by whom such costs
should be borne. Amendment No. 4 also provides that the party that
requested the subpoena may respond to objections within 10 calendar
days of receipt of the objections. In addition, Amendment No. 4 amends
the proposed rule change to clarify that certain references to days are
references to calendar days. The Commission anticipates that these
changes will provide for greater clarity with respect to the subpoena
process and will provide for a more equitable allocation of costs
concerning subpoena documents. Accordingly, the Commission finds that
accelerated approval of Amendment No. 4 is appropriate.
VI. Conclusions
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\28\ that the proposed rule change, as amended (SR-NASD-2005-079),
be, and hereby is, approved.
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\28\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\29\
---------------------------------------------------------------------------
\29\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-207 Filed 1-10-07; 8:45 am]
BILLING CODE 8011-01-P