Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing of a Proposed Rule Change and Amendments No. 1 and 2 Thereto To List and Trade Exchange-Traded Notes of Barclays Bank PLC Linked to the Performance of the Euro/U.S. Dollar Exchange Rate, 5310-5314 [E7-1781]
Download as PDF
5310
Federal Register / Vol. 72, No. 23 / Monday, February 5, 2007 / Notices
2. Statutory Basis
Electronic Comments
The proposed rule change is
consistent with Section 6(b) of the Act,7
in general, and furthers the objectives of
Section 6(b)(5),8 in particular, in that it
is designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to, and
perfect the mechanism of a free and
open market and, in general, to protect
investors and the public interest.
• 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–NYSE–2006–67.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which NYSE consents, the
Commission will:
(A) By order approve such proposed
rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
NYSE has requested accelerated
approval of this proposed rule change
prior to the 30th day after the date of
publication of the notice of the filing
thereof. The Commission has
determined that a 15-day comment
period is appropriate in this case.
mstockstill on PROD1PC66 with NOTICES
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:
7 15
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
VerDate Aug<31>2005
15:07 Feb 02, 2007
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–NYSE–2006–67. 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
Number SR–NYSE–2006–67 and should
be submitted on or before February 20,
2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.9
Nancy M. Morris,
Secretary.
[FR Doc. E7–1777 Filed 2–2–07; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–55188; File No. SR–NYSE–
2006–66]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing of a Proposed Rule Change and
Amendments No. 1 and 2 Thereto To
List and Trade Exchange-Traded Notes
of Barclays Bank PLC Linked to the
Performance of the Euro/U.S. Dollar
Exchange Rate
January 29, 2007.
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 August
24, 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, II, and III below, which Items
have been prepared by the Exchange.
On December 26, 2006, the Exchange
submitted Amendment No. 1.3 On
January 23, 2007, the Exchange
submitted Amendment No. 2.4 The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to list and
trade exchange-traded notes (‘‘Notes’’)
of Barclays Bank PLC (‘‘Barclays’’)
linked to the performance of the euro/
U.S. dollar exchange rate (the ‘‘EUR/
USD exchange rate’’).
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
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
NYSE has prepared summaries, set forth
in Sections A, B, and C below, of the
most significant aspects of such
statements.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Amendment No. 1 replaced and superseded the
Exchange’s original submission in its entirety.
4 Amendment No. 2 replaced and superseded
Amendment No. 1 in its entirety.
2 17
9 17
Jkt 211001
SECURITIES AND EXCHANGE
COMMISSION
PO 00000
CFR 200.30–3(a)(12).
Frm 00053
Fmt 4703
Sfmt 4703
E:\FR\FM\05FEN1.SGM
05FEN1
Federal Register / Vol. 72, No. 23 / Monday, February 5, 2007 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
mstockstill on PROD1PC66 with NOTICES
1. Purpose
The Notes
Under Section 703.19 of the Listed
Company Manual (the ‘‘Manual’’), the
Exchange may approve for listing and
trading securities not otherwise covered
by the criteria of Sections 1 and 7 of the
Manual, provided the issue is suited for
auction market trading. The Exchange
proposes to list and trade, under Section
703.19 of the Manual, the Notes, which
are linked to the performance of the
EUR/USD exchange rate. Barclays
intends to issue the Notes under the
name ‘‘iPathSM Exchange Traded
Notes.’’
The Exchange believes that the Notes
will conform to the initial listing
standards for equity securities under
Section 703.19, as Barclays is an affiliate
of Barclays PLC, which is a listed
company in good standing. The Notes
will have a minimum life of one year,
the minimum public market value of the
Notes at the time of issuance will
exceed $4 million, there will be at least
one million Notes outstanding, and
there will be at least 400 holders at the
time of issuance. The Notes are a series
of medium-term debt securities of
Barclays that provide for a cash
payment at maturity or upon earlier
redemption at the holder’s option, based
on the performance of the EUR/USD
exchange rate subject to the adjustments
described below. The original issue
price of each Note will be $25. The
Notes will trade on the Exchange’s
equity trading floor, and the Exchange’s
existing equity trading rules will apply
to trading in the Notes.
The EUR/USD exchange rate is a
foreign exchange spot rate that measures
the relative values of two currencies, the
euro and the U.S. dollar. When the euro
appreciates relative to the U.S. dollar,
the EUR/USD exchange rate (and the
value of the Notes) increases; when the
euro depreciates relative to the U.S.
dollar, the EUR/USD exchange rate (and
the value of the Notes) decreases. The
EUR/USD exchange rate is expressed as
a rate that reflects the number of U.S.
dollars that can be exchanged for one
euro in the interbank market for
settlement in two days, as reported each
day shortly after 10 a.m. Eastern Time
(‘‘ET’’) on Reuters page 1FED or any
successor page.
The Notes will not have a minimum
principal amount that will be repaid
and, accordingly, payment on the Notes
prior to or at maturity may be less than
VerDate Aug<31>2005
15:07 Feb 02, 2007
Jkt 211001
the original issue price of the Notes. In
fact, the EUR/USD exchange rate must
increase for the investor to receive at
least the $25 original issue price per
Note at maturity or upon redemption. If
the EUR/USD exchange rate decreases
or does not increase sufficiently to offset
any negative effect of the adjustment
factor (described below), the investor
will receive less, and possibly
significantly less, than the $25 original
issue price per Note. In addition,
holders of the Notes will not receive any
interest payments from the Notes. The
Notes will have a term of 30 years. The
Notes are not callable.
If the Notes are held to maturity, the
holder will receive a cash payment at
maturity that is linked to the percentage
change in the EUR/USD exchange rate
between the inception date and the final
valuation date. The cash payment at
maturity will be equal to (1) the
reference currency amount times (2) the
EUR/USD exchange rate on the final
valuation date times (3) the adjustment
factor as determined on the final
valuation date. The reference currency
amount is the original issue price of the
Notes divided by the EUR/USD
exchange rate on the inception date.
The adjustment factor will be
calculated on a daily basis in the
following manner: The adjustment
factor on the inception date will equal
one. On each subsequent business day
until the final valuation date, the
adjustment factor will equal (1) the
adjustment factor on the immediately
preceding business day times (2) the
sum of one plus (a) the European
Overnight Index Average, as reported on
Reuters page EONIA or any successor
page on the immediately preceding
business day (the ‘‘EONIA’’) minus (b)
0.27% minus (c) the investor fee times
(3) the relevant daycount fraction. The
EONIA is the effective overnight
reference rate for the euro. It is
computed as a weighted average of all
overnight unsecured lending
transactions undertaken in the interbank
market, initiated within the euro area by
the contributing banks. The investor fee
is equal to 0.40% of the reference
currency amount per year and is the
only fee payable by investors in
connection with an investment in the
Notes. The daycount fraction on any
business day will be the number of
calendar days that have elapsed since
the immediately preceding business day
divided by 365. If the maturity date is
not a business day, the maturity date
will be the next following business day.
If the fifth business day before this day
does not qualify as a valuation date (as
described below), then the maturity date
will be the fifth business day following
PO 00000
Frm 00054
Fmt 4703
Sfmt 4703
5311
the final valuation date. In such event
penalty interest will not accrue or be
payable with respect to that deferred
payment.
Prior to maturity, holders may, subject
to certain restrictions, choose to redeem
their Notes on any redemption date
during the term of the Notes provided
that they present at least 100,000 Notes
for redemption. Holders may also act
through a broker or other financial
intermediary (such as a bank or other
financial institution not required to
register as a broker-dealer to engage in
securities transactions) that is willing to
bundle their Notes for redemption with
other investors’ securities. Barclays may
from time to time in its sole discretion
reduce, in part or in whole, the
minimum redemption amount of
100,000 Notes. Any such reduction will
be applied on a consistent basis for all
holders of the Notes at the time the
reduction becomes effective. If holders
redeem their Notes on a particular
redemption date, they will receive a
cash payment on such date in an
amount equal to the weekly redemption
value, which equals (1) the reference
currency amount times (2) the EUR/USD
exchange rate on the applicable
valuation date times (3) the adjustment
factor as determined on the applicable
valuation date. Holders must redeem at
least 100,000 Notes at one time in order
to exercise their right to redeem their
Notes on any redemption date. Barclays
may from time to time in its sole
discretion reduce, in part or in whole,
the minimum redemption amount of
100,000 Notes. Any such reduction will
be applied on a consistent basis for all
holders of Notes at the time the
reduction becomes effective. A
valuation date is each Thursday from
the first Thursday after issuance of the
Notes until the last Thursday before
maturity of the Notes (the ‘‘final
valuation date’’) inclusive or, if such
date is not a trading day, the next
succeeding trading day, not to exceed
five business days. A redemption date is
the second business day following a
valuation date (other than the final
valuation date). The final redemption
date will be the second business day
following the valuation date
immediately prior to the final valuation
date.
To redeem their Notes, Holders must
instruct their broker or other person
with whom they hold their Notes to take
the following steps:
• Deliver a notice of redemption to
Barclays via email by no later than 11
a.m. ET on the business day prior to the
applicable valuation date. If Barclays
receives notice by the time specified in
the preceding sentence, it will respond
E:\FR\FM\05FEN1.SGM
05FEN1
mstockstill on PROD1PC66 with NOTICES
5312
Federal Register / Vol. 72, No. 23 / Monday, February 5, 2007 / Notices
by sending a form of confirmation of
redemption;
• Deliver the signed confirmation of
redemption to Barclays via facsimile in
the specified form by 4 p.m. ET on the
same day. Barclays or its affiliate must
acknowledge receipt in order for
confirmation to be effective;
• Instruct their DTC custodian to
book a delivery vs. payment trade with
respect to their Notes on the valuation
date at a price equal to the applicable
Weekly Redemption Value, facing
Barclays Capital DTC 5101; and
• Cause their DTC custodian to
deliver the trade as booked for
settlement via DTC at or prior to 10 a.m.
ET on the applicable redemption date
(the third business day following the
valuation date).
If holders elect to redeem their Notes,
Barclays may request that Barclays
Capital Inc. (a broker-dealer) purchase
the Notes for the cash amount that
would otherwise have been payable by
Barclays upon redemption. In this case,
Barclays will remain obligated to
redeem the Notes if Barclays Capital Inc.
fails to purchase the Notes. Any Notes
purchased by Barclays Capital Inc. may
remain outstanding.
If an event of default occurs and the
maturity of the Notes is accelerated,
Barclays will pay the default amount in
respect of the principal of the Notes at
maturity. The default amount for the
Notes on any day will be an amount,
determined by the calculation agent in
its sole discretion, equal to the cost of
having a qualified financial institution,
of the kind and selected as described
below, expressly assume all Barclays’
payment and other obligations with
respect to the Notes as of that day and
as if no default or acceleration had
occurred, or to undertake other
obligations providing substantially
equivalent economic value to the
holders of the Notes with respect to the
Notes. That cost will equal:
• The lowest amount that a qualified
financial institution would charge to
effect this assumption or undertaking,
plus
• The reasonable expenses, including
reasonable attorneys’ fees, incurred by
the holders of the Notes in preparing
any documentation necessary for this
assumption or undertaking.
During the default quotation period
for the Notes (described below), the
holders of the Notes and/or Barclays
may request a qualified financial
institution to provide a quotation of the
amount it would charge to effect this
assumption or undertaking. If either
party obtains a quotation, it must notify
the other party in writing of the
quotation. The amount referred to in the
VerDate Aug<31>2005
15:07 Feb 02, 2007
Jkt 211001
first bullet point above will equal the
lowest—or, if there is only one, the
only—quotation obtained, and as to
which notice is so given, during the
default quotation period. With respect
to any quotation, however, the party not
obtaining the quotation may object, on
reasonable and significant grounds, to
the assumption or undertaking by the
qualified financial institution providing
the quotation and notify the other party
in writing of those grounds within two
business days after the last day of the
default quotation period, in which case
that quotation will be disregarded in
determining the default amount. The
default quotation period is the period
beginning on the day the default amount
first becomes due and ending on the
third business day after that day, unless:
• No quotation of the kind referred to
above is obtained, or
• Every quotation of that kind
obtained is objected to within five
business days after the due date as
described above.
If either of these two events occurs,
the default quotation period will
continue until the third business day
after the first business day on which
prompt notice of a quotation is given as
described above. If that quotation is
objected to as described above within
five business days after that first
business day, however, the default
quotation period will continue as
described in the prior sentence and this
sentence.
In any event, if the default quotation
period and the subsequent two business
day objection period have not ended
before the final valuation date, then the
default amount will equal the stated
principal amount of the Notes.
Where:
Current EUR/USD Exchange Rate =
The exchange rate as reported on that
day.
The Current EUR/USD Exchange Rate
used for the calculation of the Indicative
Value will be the EUR/USD exchange
rate disseminated by Bloomberg L.P.
during the course of the trading day on
a 15 second delayed basis.
Indicative Value
An intraday ‘‘Indicative Value’’ meant
to approximate the intrinsic economic
value of the Notes will be calculated
and published via the facilities of the
Consolidated Tape Association (‘‘CTA’’)
every 15 seconds throughout the NYSE
trading day on each day on which the
Notes are traded on the Exchange.
Additionally, Barclays or an affiliate
will calculate and publish the closing
Indicative Value of the Notes on each
trading day at www.ipathetn.com. The
last sale price of the Notes will also be
disseminated over the consolidated
tape, subject to a 20 minute delay. In
connection with the Notes, the term
‘‘Indicative Value’’ refers to the value at
a given time determined based on the
following equation:
Indicative Value = Reference Currency
Amount x Current EUR/USD
Exchange Rate x Current
Adjustment Factor
Trading Halts
PO 00000
Frm 00055
Fmt 4703
Sfmt 4703
Continued Listing Criteria
The Exchange prohibits the initial
and/or continued listing of any security
that is not in compliance with Rule
10A–3 under the Act.
The Exchange will delist the Notes:
• If, following the initial twelve
month period from the date of
commencement of trading of the Notes,
(i) the Notes have more than 60 days
remaining until maturity and there are
fewer than 50 beneficial holders of the
Notes for 30 or more consecutive trading
days; (ii) if fewer than 100,000 Notes
remain issued and outstanding; or (iii)
if the market value of all outstanding
Notes is less than $1,000,000.
• If, during the time the Notes trade
on the Exchange, the Indicative Value
ceases to be available on a 15 second
delayed basis.
• If, during the time the Notes trade
on the Exchange, the EUR/USD
exchange rate ceases to be calculated or
available on at least a 15 second delayed
basis from one or more major market
data vendors.
• If such other event shall occur or
condition exists which in the opinion of
the Exchange makes further dealings on
the Exchange inadvisable.
If the Exchange Rate or the Indicative
Value is not being disseminated as
required, the Exchange may halt trading
during the day on which the
interruption to the dissemination of the
Exchange Rate or the Indicative Value
first occurs. If the interruption to the
dissemination of the Exchange Rate or
the Indicative Value persists past the
trading day in which it occurred, the
Exchange will halt trading no later than
the beginning of the trading day
following the interruption.
Rules Applicable to Specialists in
Currency-Related Securities
The Exchange has filed proposed
Supplementary Material .10 to Rules
1300A and 1301A, which will apply the
provisions of Rule 1300A(b) and Rule
1301A to certain securities listed on the
Exchange pursuant to Section 703.19
(‘‘Other Securities’’) of the Exchange’s
E:\FR\FM\05FEN1.SGM
05FEN1
mstockstill on PROD1PC66 with NOTICES
Federal Register / Vol. 72, No. 23 / Monday, February 5, 2007 / Notices
Listed Company Manual.5 Specifically,
Rules 1300A(b) and 1301A will apply to
securities listed under Section 703.19
where the price of such securities is
based in whole or part on the price of
(a) a non-U.S. currency or currencies, (b)
any futures contracts or other
derivatives based on a non-U.S.
currency or currencies, or (c) any index
based on either (a) or (b) above. As a
result of application of Rule 1300A(b),
the specialist in the Notes, the
specialist’s member organization and
other specified persons will be
prohibited under paragraph (m) of
Exchange Rule 105 Guidelines from
acting as market maker or functioning in
any capacity involving market-making
responsibilities in the euro, options,
futures or options on futures on the
euro, or any other derivatives based on
the euro (collectively, ‘‘derivative
instruments’’). If the member
organization acting as specialist in the
Notes is entitled to an exemption under
NYSE Rule 98 from paragraph (m) of
NYSE Rule 105 Guidelines, then that
member organization could act in a
market making capacity in the euro or
derivative instruments based on the
euro, other than as a specialist in the
Notes themselves, in another market
center.
Under Rule 1301A(a), the member
organization acting as specialist in the
Notes (1) will be obligated to conduct all
trading in the Notes in its specialist
account, (subject only to the ability to
have one or more investment accounts,
all of which must be reported to the
Exchange), (2) will be required to file
with the Exchange and keep current a
list identifying all accounts for trading
in the euro or derivative instruments
based on the euro, which the member
organization acting as specialist may
have or over which it may exercise
investment discretion, and (3) will be
prohibited from trading in the euro or
derivative instruments based on the
euro, in an account in which a member
organization acting as specialist,
controls trading activities which have
not been reported to the Exchange as
required by Rule 1301.
Under Rule 1301A(b), the member
organization acting as specialist in the
Notes will be required to make available
to the Exchange such books, records or
other information pertaining to
transactions by the member organization
and other specified persons for its or
their own accounts in the euro or
derivative instruments based on the
euro, as may be requested by the
Exchange. This requirement is in
addition to existing obligations under
5 See
SR–NYSE–2006–68.
VerDate Aug<31>2005
15:07 Feb 02, 2007
Jkt 211001
Exchange rules regarding the production
of books and records.
Under Rule 1301A(c), in connection
with trading the euro or derivative
instruments based on the euro, the
specialist could not use any material
nonpublic information received from
any person associated with a member or
employee of such person regarding
trading by such person or employee in
the euro or derivative instruments based
on the euro.
Surveillance
The Exchange’s surveillance
procedures will incorporate and rely
upon existing Exchange surveillance
procedures governing equities with
respect to surveillance of the Notes. The
Exchange believes that these procedures
are adequate to monitor Exchange
trading of the Notes and to detect
violations of Exchange rules, thereby
deterring manipulation. In this regard,
the Exchange currently has the authority
under NYSE Rule 476 to request the
Exchange specialist in the Notes to
provide NYSE Regulation with
information that the specialist uses in
connection with pricing the Notes on
the Exchange, including specialist,
proprietary or other information
regarding securities, currencies, futures,
options on futures or other derivative
instruments. The Exchange believes it
also has authority to request any other
information from its members—
including floor brokers, specialists and
‘‘upstairs’’ firms—to fulfill its regulatory
obligations.
The Exchange’s current trading
surveillances focus on detecting
securities trading outside normal
patterns. When such situations are
detected, surveillance analysis follows
and investigations are opened, where
appropriate, to review the behavior of
all relevant parties for all relevant
trading violations.
The Exchange is able to obtain
information regarding trading in the
Notes, euro options and euro futures
through NYSE members, in connection
with such members’ proprietary or
customer trades which they effect on
any relevant market. In addition, the
Exchange may obtain trading
information via the Intermarket
Surveillance Group (‘‘ISG’’) from other
exchanges who are members or affiliates
of the ISG. Specifically, the NYSE can
obtain such information from the
Philadelphia Stock Exchange (the
‘‘Phlx’’) in connection with euro options
trading on the Phlx and from the
Chicago Mercantile Exchange (the
‘‘CME’’) and the Euronext.Liffe
Exchange (the ‘‘LIFFE’’) in connection
with euro futures trading on the CME
PO 00000
Frm 00056
Fmt 4703
Sfmt 4703
5313
and the LIFFE respectively.6 These
markets are the primary trading markets
in the world for exchange-traded
futures, options and options on futures
on the exchange rate between the dollar
and the euro. The Exchange also lists
and trades CurrencyShares based on the
euro and can therefore surveil the
trading of those CurrencyShares on the
Exchange and on NYSE Arca.
Trading Rules
The Exchange’s existing trading rules
will apply to trading of the Notes. The
Notes will trade between the hours of
9:30 a.m. and 4 p.m. ET and will be
subject to the equity margin rules of the
Exchange.
Suitability
Pursuant to Exchange Rule 405, the
Exchange will impose a duty of due
diligence on its members and member
firms to learn the essential facts relating
to every customer prior to trading the
Notes. With respect to suitability
recommendations and risks, the
Exchange will require members,
member organizations and employees
thereof recommending a transaction in
the Notes: (1) To determine that such
transaction is suitable for the customer,
and (2) to have a reasonable basis for
believing that the customer can evaluate
the special characteristics of, and is able
to bear the financial risks of, such
transaction.
Information Memorandum
The Exchange will, prior to trading
the Notes, distribute an information
memorandum to the membership
providing guidance with regard to
member firm compliance
responsibilities (including suitability
recommendations) when handling
transactions in the Notes. The
information memorandum will note to
members language in the prospectus
used by Barclays in connection with the
sale of the Notes regarding prospectus
delivery requirements for the Notes. In
the initial distribution of the Notes, and
during any subsequent distribution of
the Notes, NYSE member organizations
will deliver a prospectus to investors
purchasing from such distributors.
The information memorandum will
discuss the special characteristics and
risks of trading this type of security.
Specifically, the information
memorandum, among other things, will
discuss what the Notes are, how the
Notes are redeemed, applicable
Exchange rules, dissemination of
information regarding the Indicative
6 The Phlx is a full member and the CME and the
LIFFE are affiliate members of the ISG.
E:\FR\FM\05FEN1.SGM
05FEN1
5314
Federal Register / Vol. 72, No. 23 / Monday, February 5, 2007 / Notices
Value, the EUR/USD exchange rate,
trading information and applicable
suitability rules.
The information memorandum will
also notify members and member
organizations about the procedures for
redemptions of Notes and that Notes are
not individually redeemable but are
redeemable only in aggregations of at
least 100,000 Notes. The information
memorandum will also discuss any
relief, if granted, by the Commission or
the staff from any rules under the Act.
The information memorandum will also
reference that there is no regulated
source of last sale information regarding
currency exchange rates and that the
Commission has no jurisdiction over the
trading of currencies on which the value
of the Notes is based.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act,7
in general, and furthers the objectives of
Section 6(b)(5),8 in particular, in that it
is designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to, and
perfect the mechanism of a free and
open market and, in general, to protect
investors and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
mstockstill on PROD1PC66 with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which NYSE consents, the
Commission will:
(A) By order approve such proposed
rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
7 15
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
VerDate Aug<31>2005
15:07 Feb 02, 2007
Jkt 211001
NYSE has requested accelerated
approval of this proposed rule change
prior to the 30th day after the date of
publication of the notice of the filing
thereof. The Commission has
determined that a 15-day comment
period is appropriate in this case.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.9
Nancy M. Morris,
Secretary.
[FR Doc. E7–1781 Filed 2–2–07; 8:45 am]
BILLING CODE 8011–01–P
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–NYSE–2006–66.
DEPARTMENT OF TRANSPORTATION
Federal Aviation Administration
Agency Information Collection Activity
Seeking OMB Approval
Federal Aviation
Administration DOT.
ACTION: Notice.
AGENCY:
SUMMARY: The FAA invites public
comments about our intention to request
the Office of Management and Budget’s
(OMB) approval of a new information
collection. The Federal Register Notice
with a 60-day comment period soliciting
Paper Comments
comments on the following collection of
information was published on
• Send paper comments in triplicate
November 28, 2006, vol. 71, no. 228,
to Nancy M. Morris, Secretary,
page 68881. The New England Region
Securities and Exchange Commission,
Aviation Expo database performs
100 F Street, NE., Washington, DC
conference registration and helps plan
20549–1090.
the logistics and non-pilot for the expo.
All submissions should refer to File
DATES: Please submit comments by
Number SR–NYSE–2006–66. This file
March 7, 2007.
number should be included on the
FOR FURTHER INFORMATION CONTACT:
subject line if e-mail is used. To help the
Carla Mauney at Carla.Mauney@faa.gov.
Commission process and review your
SUPPLEMENTARY INFORMATION:
comments more efficiently, please use
only one method. The Commission will Federal Aviation Administration
post all comments on the Commission’s
Title: New England Region Aviation
Internet Web site https://www.sec.gov/
Expo Database.
rules/sro.shtml). Copies of the
Type of Request: Approval for a new
submission, all subsequent
collection.
amendments, all written statements
OMB Control Number: 212–XXXX.
with respect to the proposed rule
Forms(s): There are no FAA forms
change that are filed with the
associated with this collection.
Commission, and all written
Affected Public: An estimated 500
communications relating to the
Respondents.
proposed rule change between the
Frequency: This information is
Commission and any person, other than collected once annually.
those that may be withheld from the
Estimated Average Burden Per
public in accordance with the
Response: Approximately 15 seconds
provisions of 5 U.S.C. 552, will be
per response.
available for inspection and copying in
Estimated Annual Burden Hours: An
the Commission’s Public Reference
estimated 2 hours annually.
Room. Copies of the filing also will be
Abstract: The New England Region
available for inspection and copying at
Aviation Expo database performs
the principal office of the Exchange. All conference registration and helps plan
comments received will be posted
the logistics and non-pilot courses for
without change; the Commission does
the expo.
not edit personal identifying
ADDRESSES: Interested persons are
information from submissions. You
invited to submit written comments on
should submit only information that
the proposed information collection to
you wish to make available publicly. All the Office of Information and Regulatory
submissions should refer to File
Affairs, Office of Management and
Number SR–NYSE–2006–66 and should Budget. Comments should be addressed
be submitted on or before February 20,
2007.
9 17 CFR 200.30–3(a)(12).
PO 00000
Frm 00057
Fmt 4703
Sfmt 4703
E:\FR\FM\05FEN1.SGM
05FEN1
Agencies
[Federal Register Volume 72, Number 23 (Monday, February 5, 2007)]
[Notices]
[Pages 5310-5314]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-1781]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55188; File No. SR-NYSE-2006-66]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing of a Proposed Rule Change and Amendments No. 1 and 2
Thereto To List and Trade Exchange-Traded Notes of Barclays Bank PLC
Linked to the Performance of the Euro/U.S. Dollar Exchange Rate
January 29, 2007.
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 August 24, 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, II,
and III below, which Items have been prepared by the Exchange. On
December 26, 2006, the Exchange submitted Amendment No. 1.\3\ On
January 23, 2007, the Exchange submitted Amendment No. 2.\4\ The
Commission is publishing this notice to solicit comments on the
proposed rule change, as amended, from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Amendment No. 1 replaced and superseded the Exchange's
original submission in its entirety.
\4\ Amendment No. 2 replaced and superseded Amendment No. 1 in
its entirety.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to list and trade exchange-traded notes
(``Notes'') of Barclays Bank PLC (``Barclays'') linked to the
performance of the euro/U.S. dollar exchange rate (the ``EUR/USD
exchange rate'').
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the 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 NYSE has prepared summaries, set forth in Sections
A, B, and C below, of the most significant aspects of such statements.
[[Page 5311]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Notes
Under Section 703.19 of the Listed Company Manual (the ``Manual''),
the Exchange may approve for listing and trading securities not
otherwise covered by the criteria of Sections 1 and 7 of the Manual,
provided the issue is suited for auction market trading. The Exchange
proposes to list and trade, under Section 703.19 of the Manual, the
Notes, which are linked to the performance of the EUR/USD exchange
rate. Barclays intends to issue the Notes under the name
``iPathSM Exchange Traded Notes.''
The Exchange believes that the Notes will conform to the initial
listing standards for equity securities under Section 703.19, as
Barclays is an affiliate of Barclays PLC, which is a listed company in
good standing. The Notes will have a minimum life of one year, the
minimum public market value of the Notes at the time of issuance will
exceed $4 million, there will be at least one million Notes
outstanding, and there will be at least 400 holders at the time of
issuance. The Notes are a series of medium-term debt securities of
Barclays that provide for a cash payment at maturity or upon earlier
redemption at the holder's option, based on the performance of the EUR/
USD exchange rate subject to the adjustments described below. The
original issue price of each Note will be $25. The Notes will trade on
the Exchange's equity trading floor, and the Exchange's existing equity
trading rules will apply to trading in the Notes.
The EUR/USD exchange rate is a foreign exchange spot rate that
measures the relative values of two currencies, the euro and the U.S.
dollar. When the euro appreciates relative to the U.S. dollar, the EUR/
USD exchange rate (and the value of the Notes) increases; when the euro
depreciates relative to the U.S. dollar, the EUR/USD exchange rate (and
the value of the Notes) decreases. The EUR/USD exchange rate is
expressed as a rate that reflects the number of U.S. dollars that can
be exchanged for one euro in the interbank market for settlement in two
days, as reported each day shortly after 10 a.m. Eastern Time (``ET'')
on Reuters page 1FED or any successor page.
The Notes will not have a minimum principal amount that will be
repaid and, accordingly, payment on the Notes prior to or at maturity
may be less than the original issue price of the Notes. In fact, the
EUR/USD exchange rate must increase for the investor to receive at
least the $25 original issue price per Note at maturity or upon
redemption. If the EUR/USD exchange rate decreases or does not increase
sufficiently to offset any negative effect of the adjustment factor
(described below), the investor will receive less, and possibly
significantly less, than the $25 original issue price per Note. In
addition, holders of the Notes will not receive any interest payments
from the Notes. The Notes will have a term of 30 years. The Notes are
not callable.
If the Notes are held to maturity, the holder will receive a cash
payment at maturity that is linked to the percentage change in the EUR/
USD exchange rate between the inception date and the final valuation
date. The cash payment at maturity will be equal to (1) the reference
currency amount times (2) the EUR/USD exchange rate on the final
valuation date times (3) the adjustment factor as determined on the
final valuation date. The reference currency amount is the original
issue price of the Notes divided by the EUR/USD exchange rate on the
inception date.
The adjustment factor will be calculated on a daily basis in the
following manner: The adjustment factor on the inception date will
equal one. On each subsequent business day until the final valuation
date, the adjustment factor will equal (1) the adjustment factor on the
immediately preceding business day times (2) the sum of one plus (a)
the European Overnight Index Average, as reported on Reuters page EONIA
or any successor page on the immediately preceding business day (the
``EONIA'') minus (b) 0.27% minus (c) the investor fee times (3) the
relevant daycount fraction. The EONIA is the effective overnight
reference rate for the euro. It is computed as a weighted average of
all overnight unsecured lending transactions undertaken in the
interbank market, initiated within the euro area by the contributing
banks. The investor fee is equal to 0.40% of the reference currency
amount per year and is the only fee payable by investors in connection
with an investment in the Notes. The daycount fraction on any business
day will be the number of calendar days that have elapsed since the
immediately preceding business day divided by 365. If the maturity date
is not a business day, the maturity date will be the next following
business day. If the fifth business day before this day does not
qualify as a valuation date (as described below), then the maturity
date will be the fifth business day following the final valuation date.
In such event penalty interest will not accrue or be payable with
respect to that deferred payment.
Prior to maturity, holders may, subject to certain restrictions,
choose to redeem their Notes on any redemption date during the term of
the Notes provided that they present at least 100,000 Notes for
redemption. Holders may also act through a broker or other financial
intermediary (such as a bank or other financial institution not
required to register as a broker-dealer to engage in securities
transactions) that is willing to bundle their Notes for redemption with
other investors' securities. Barclays may from time to time in its sole
discretion reduce, in part or in whole, the minimum redemption amount
of 100,000 Notes. Any such reduction will be applied on a consistent
basis for all holders of the Notes at the time the reduction becomes
effective. If holders redeem their Notes on a particular redemption
date, they will receive a cash payment on such date in an amount equal
to the weekly redemption value, which equals (1) the reference currency
amount times (2) the EUR/USD exchange rate on the applicable valuation
date times (3) the adjustment factor as determined on the applicable
valuation date. Holders must redeem at least 100,000 Notes at one time
in order to exercise their right to redeem their Notes on any
redemption date. Barclays may from time to time in its sole discretion
reduce, in part or in whole, the minimum redemption amount of 100,000
Notes. Any such reduction will be applied on a consistent basis for all
holders of Notes at the time the reduction becomes effective. A
valuation date is each Thursday from the first Thursday after issuance
of the Notes until the last Thursday before maturity of the Notes (the
``final valuation date'') inclusive or, if such date is not a trading
day, the next succeeding trading day, not to exceed five business days.
A redemption date is the second business day following a valuation date
(other than the final valuation date). The final redemption date will
be the second business day following the valuation date immediately
prior to the final valuation date.
To redeem their Notes, Holders must instruct their broker or other
person with whom they hold their Notes to take the following steps:
Deliver a notice of redemption to Barclays via email by no
later than 11 a.m. ET on the business day prior to the applicable
valuation date. If Barclays receives notice by the time specified in
the preceding sentence, it will respond
[[Page 5312]]
by sending a form of confirmation of redemption;
Deliver the signed confirmation of redemption to Barclays
via facsimile in the specified form by 4 p.m. ET on the same day.
Barclays or its affiliate must acknowledge receipt in order for
confirmation to be effective;
Instruct their DTC custodian to book a delivery vs.
payment trade with respect to their Notes on the valuation date at a
price equal to the applicable Weekly Redemption Value, facing Barclays
Capital DTC 5101; and
Cause their DTC custodian to deliver the trade as booked
for settlement via DTC at or prior to 10 a.m. ET on the applicable
redemption date (the third business day following the valuation date).
If holders elect to redeem their Notes, Barclays may request that
Barclays Capital Inc. (a broker-dealer) purchase the Notes for the cash
amount that would otherwise have been payable by Barclays upon
redemption. In this case, Barclays will remain obligated to redeem the
Notes if Barclays Capital Inc. fails to purchase the Notes. Any Notes
purchased by Barclays Capital Inc. may remain outstanding.
If an event of default occurs and the maturity of the Notes is
accelerated, Barclays will pay the default amount in respect of the
principal of the Notes at maturity. The default amount for the Notes on
any day will be an amount, determined by the calculation agent in its
sole discretion, equal to the cost of having a qualified financial
institution, of the kind and selected as described below, expressly
assume all Barclays' payment and other obligations with respect to the
Notes as of that day and as if no default or acceleration had occurred,
or to undertake other obligations providing substantially equivalent
economic value to the holders of the Notes with respect to the Notes.
That cost will equal:
The lowest amount that a qualified financial institution
would charge to effect this assumption or undertaking, plus
The reasonable expenses, including reasonable attorneys'
fees, incurred by the holders of the Notes in preparing any
documentation necessary for this assumption or undertaking.
During the default quotation period for the Notes (described
below), the holders of the Notes and/or Barclays may request a
qualified financial institution to provide a quotation of the amount it
would charge to effect this assumption or undertaking. If either party
obtains a quotation, it must notify the other party in writing of the
quotation. The amount referred to in the first bullet point above will
equal the lowest--or, if there is only one, the only--quotation
obtained, and as to which notice is so given, during the default
quotation period. With respect to any quotation, however, the party not
obtaining the quotation may object, on reasonable and significant
grounds, to the assumption or undertaking by the qualified financial
institution providing the quotation and notify the other party in
writing of those grounds within two business days after the last day of
the default quotation period, in which case that quotation will be
disregarded in determining the default amount. The default quotation
period is the period beginning on the day the default amount first
becomes due and ending on the third business day after that day,
unless:
No quotation of the kind referred to above is obtained, or
Every quotation of that kind obtained is objected to
within five business days after the due date as described above.
If either of these two events occurs, the default quotation period
will continue until the third business day after the first business day
on which prompt notice of a quotation is given as described above. If
that quotation is objected to as described above within five business
days after that first business day, however, the default quotation
period will continue as described in the prior sentence and this
sentence.
In any event, if the default quotation period and the subsequent
two business day objection period have not ended before the final
valuation date, then the default amount will equal the stated principal
amount of the Notes.
Indicative Value
An intraday ``Indicative Value'' meant to approximate the intrinsic
economic value of the Notes will be calculated and published via the
facilities of the Consolidated Tape Association (``CTA'') every 15
seconds throughout the NYSE trading day on each day on which the Notes
are traded on the Exchange.
Additionally, Barclays or an affiliate will calculate and publish
the closing Indicative Value of the Notes on each trading day at
www.ipathetn.com. The last sale price of the Notes will also be
disseminated over the consolidated tape, subject to a 20 minute delay.
In connection with the Notes, the term ``Indicative Value'' refers to
the value at a given time determined based on the following equation:
Indicative Value = Reference Currency Amount x Current EUR/USD Exchange
Rate x Current Adjustment Factor
Where:
Current EUR/USD Exchange Rate = The exchange rate as reported on
that day.
The Current EUR/USD Exchange Rate used for the calculation of the
Indicative Value will be the EUR/USD exchange rate disseminated by
Bloomberg L.P. during the course of the trading day on a 15 second
delayed basis.
Continued Listing Criteria
The Exchange prohibits the initial and/or continued listing of any
security that is not in compliance with Rule 10A-3 under the Act.
The Exchange will delist the Notes:
If, following the initial twelve month period from the
date of commencement of trading of the Notes, (i) the Notes have more
than 60 days remaining until maturity and there are fewer than 50
beneficial holders of the Notes for 30 or more consecutive trading
days; (ii) if fewer than 100,000 Notes remain issued and outstanding;
or (iii) if the market value of all outstanding Notes is less than
$1,000,000.
If, during the time the Notes trade on the Exchange, the
Indicative Value ceases to be available on a 15 second delayed basis.
If, during the time the Notes trade on the Exchange, the
EUR/USD exchange rate ceases to be calculated or available on at least
a 15 second delayed basis from one or more major market data vendors.
If such other event shall occur or condition exists which
in the opinion of the Exchange makes further dealings on the Exchange
inadvisable.
Trading Halts
If the Exchange Rate or the Indicative Value is not being
disseminated as required, the Exchange may halt trading during the day
on which the interruption to the dissemination of the Exchange Rate or
the Indicative Value first occurs. If the interruption to the
dissemination of the Exchange Rate or the Indicative Value persists
past the trading day in which it occurred, the Exchange will halt
trading no later than the beginning of the trading day following the
interruption.
Rules Applicable to Specialists in Currency-Related Securities
The Exchange has filed proposed Supplementary Material .10 to Rules
1300A and 1301A, which will apply the provisions of Rule 1300A(b) and
Rule 1301A to certain securities listed on the Exchange pursuant to
Section 703.19 (``Other Securities'') of the Exchange's
[[Page 5313]]
Listed Company Manual.\5\ Specifically, Rules 1300A(b) and 1301A will
apply to securities listed under Section 703.19 where the price of such
securities is based in whole or part on the price of (a) a non-U.S.
currency or currencies, (b) any futures contracts or other derivatives
based on a non-U.S. currency or currencies, or (c) any index based on
either (a) or (b) above. As a result of application of Rule 1300A(b),
the specialist in the Notes, the specialist's member organization and
other specified persons will be prohibited under paragraph (m) of
Exchange Rule 105 Guidelines from acting as market maker or functioning
in any capacity involving market-making responsibilities in the euro,
options, futures or options on futures on the euro, or any other
derivatives based on the euro (collectively, ``derivative
instruments''). If the member organization acting as specialist in the
Notes is entitled to an exemption under NYSE Rule 98 from paragraph (m)
of NYSE Rule 105 Guidelines, then that member organization could act in
a market making capacity in the euro or derivative instruments based on
the euro, other than as a specialist in the Notes themselves, in
another market center.
---------------------------------------------------------------------------
\5\ See SR-NYSE-2006-68.
---------------------------------------------------------------------------
Under Rule 1301A(a), the member organization acting as specialist
in the Notes (1) will be obligated to conduct all trading in the Notes
in its specialist account, (subject only to the ability to have one or
more investment accounts, all of which must be reported to the
Exchange), (2) will be required to file with the Exchange and keep
current a list identifying all accounts for trading in the euro or
derivative instruments based on the euro, which the member organization
acting as specialist may have or over which it may exercise investment
discretion, and (3) will be prohibited from trading in the euro or
derivative instruments based on the euro, in an account in which a
member organization acting as specialist, controls trading activities
which have not been reported to the Exchange as required by Rule 1301.
Under Rule 1301A(b), the member organization acting as specialist
in the Notes will be required to make available to the Exchange such
books, records or other information pertaining to transactions by the
member organization and other specified persons for its or their own
accounts in the euro or derivative instruments based on the euro, as
may be requested by the Exchange. This requirement is in addition to
existing obligations under Exchange rules regarding the production of
books and records.
Under Rule 1301A(c), in connection with trading the euro or
derivative instruments based on the euro, the specialist could not use
any material nonpublic information received from any person associated
with a member or employee of such person regarding trading by such
person or employee in the euro or derivative instruments based on the
euro.
Surveillance
The Exchange's surveillance procedures will incorporate and rely
upon existing Exchange surveillance procedures governing equities with
respect to surveillance of the Notes. The Exchange believes that these
procedures are adequate to monitor Exchange trading of the Notes and to
detect violations of Exchange rules, thereby deterring manipulation. In
this regard, the Exchange currently has the authority under NYSE Rule
476 to request the Exchange specialist in the Notes to provide NYSE
Regulation with information that the specialist uses in connection with
pricing the Notes on the Exchange, including specialist, proprietary or
other information regarding securities, currencies, futures, options on
futures or other derivative instruments. The Exchange believes it also
has authority to request any other information from its members--
including floor brokers, specialists and ``upstairs'' firms--to fulfill
its regulatory obligations.
The Exchange's current trading surveillances focus on detecting
securities trading outside normal patterns. When such situations are
detected, surveillance analysis follows and investigations are opened,
where appropriate, to review the behavior of all relevant parties for
all relevant trading violations.
The Exchange is able to obtain information regarding trading in the
Notes, euro options and euro futures through NYSE members, in
connection with such members' proprietary or customer trades which they
effect on any relevant market. In addition, the Exchange may obtain
trading information via the Intermarket Surveillance Group (``ISG'')
from other exchanges who are members or affiliates of the ISG.
Specifically, the NYSE can obtain such information from the
Philadelphia Stock Exchange (the ``Phlx'') in connection with euro
options trading on the Phlx and from the Chicago Mercantile Exchange
(the ``CME'') and the Euronext.Liffe Exchange (the ``LIFFE'') in
connection with euro futures trading on the CME and the LIFFE
respectively.\6\ These markets are the primary trading markets in the
world for exchange-traded futures, options and options on futures on
the exchange rate between the dollar and the euro. The Exchange also
lists and trades CurrencyShares based on the euro and can therefore
surveil the trading of those CurrencyShares on the Exchange and on NYSE
Arca.
---------------------------------------------------------------------------
\6\ The Phlx is a full member and the CME and the LIFFE are
affiliate members of the ISG.
---------------------------------------------------------------------------
Trading Rules
The Exchange's existing trading rules will apply to trading of the
Notes. The Notes will trade between the hours of 9:30 a.m. and 4 p.m.
ET and will be subject to the equity margin rules of the Exchange.
Suitability
Pursuant to Exchange Rule 405, the Exchange will impose a duty of
due diligence on its members and member firms to learn the essential
facts relating to every customer prior to trading the Notes. With
respect to suitability recommendations and risks, the Exchange will
require members, member organizations and employees thereof
recommending a transaction in the Notes: (1) To determine that such
transaction is suitable for the customer, and (2) to have a reasonable
basis for believing that the customer can evaluate the special
characteristics of, and is able to bear the financial risks of, such
transaction.
Information Memorandum
The Exchange will, prior to trading the Notes, distribute an
information memorandum to the membership providing guidance with regard
to member firm compliance responsibilities (including suitability
recommendations) when handling transactions in the Notes. The
information memorandum will note to members language in the prospectus
used by Barclays in connection with the sale of the Notes regarding
prospectus delivery requirements for the Notes. In the initial
distribution of the Notes, and during any subsequent distribution of
the Notes, NYSE member organizations will deliver a prospectus to
investors purchasing from such distributors.
The information memorandum will discuss the special characteristics
and risks of trading this type of security. Specifically, the
information memorandum, among other things, will discuss what the Notes
are, how the Notes are redeemed, applicable Exchange rules,
dissemination of information regarding the Indicative
[[Page 5314]]
Value, the EUR/USD exchange rate, trading information and applicable
suitability rules.
The information memorandum will also notify members and member
organizations about the procedures for redemptions of Notes and that
Notes are not individually redeemable but are redeemable only in
aggregations of at least 100,000 Notes. The information memorandum will
also discuss any relief, if granted, by the Commission or the staff
from any rules under the Act. The information memorandum will also
reference that there is no regulated source of last sale information
regarding currency exchange rates and that the Commission has no
jurisdiction over the trading of currencies on which the value of the
Notes is based.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\7\ in general, and furthers the objectives of Section 6(b)(5),\8\
in particular, in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to remove impediments to, and perfect the
mechanism of a free and open market and, in general, to protect
investors and the public interest.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which NYSE consents, the Commission will:
(A) By order approve such proposed rule change, or
(B) Institute proceedings to determine whether the proposed rule
change should be disapproved.
NYSE has requested accelerated approval of this proposed rule
change prior to the 30th day after the date of publication of the
notice of the filing thereof. The Commission has determined that a 15-
day comment period is appropriate in this case.
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-NYSE-2006-66.
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-NYSE-2006-66. 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 Number SR-NYSE-2006-66 and should be submitted on or before
February 20, 2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\9\
---------------------------------------------------------------------------
\9\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Nancy M. Morris,
Secretary.
[FR Doc. E7-1781 Filed 2-2-07; 8:45 am]
BILLING CODE 8011-01-P