Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change To Trade Shares of the CurrencySharesSM, 8828-8831 [E7-3291]
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8828
Federal Register / Vol. 72, No. 38 / Tuesday, February 27, 2007 / Notices
open outcry, the mechanism has not
been used frequently enough to supply
sufficient evidence to evaluate the
effectiveness of the Pilot Program. In
order to allow for additional time to
compile sufficient evidence as to the
effectiveness of the Pilot Program, NYSE
Arca proposes to extend the Pilot
Program for an additional one-year
period ending February 15, 2008. At the
end of the extended Pilot Program, the
Exchange believes it will be able supply
the Commission with a report
summarizing the effectiveness of the
program.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,8 in general, and
furthers the objectives of Section
6(b)(5),9 in particular, in that it is
designed to facilitate transactions in
securities, to promote just and equitable
principles of trade, and 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.
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
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 10 and Rule 19b–
4(f)(6) thereunder.11
8 15
U.S.C. 78f.
U.S.C. 78f(b)(5).
10 15 U.S.C. 78s(b)(3)(A).
11 17 CFR 240.19b–4(f)(6). Rule 19b–4(f)(6) also
requires the self-regulatory organization to give the
Commission notice of its intent to file the proposed
rule change, along with a brief description and text
of the proposed rule change, at least five business
days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. NYSE Arca has satisfied the five-day
pre-filing requirement.
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9 15
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At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
NYSE Arca has requested that the
Commission waive the 30-day operative
delay. The Commission believes that
waiver of the 30-day operative delay is
consistent with the protection of
investors and the public interest
because the proposal raises no new
regulatory issues and will merely allow
the Exchange more time to assess the
effectiveness of the Pilot Program.
Accordingly, the Commission
designates the proposal to be effective
and operative upon filing with the
Commission.12
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2007–16 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
Station Place, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2007–16. 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
12 For purposes only of waiving the 30-day
operative delay of this proposal, the Commission
has considered the proposed rule’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
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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 NYSE Arca. 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–NYSEArca–2007–16 and
should be submitted on or before March
20, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.13
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–3286 Filed 2–26–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55320; File No. SR–
NYSEArca–2007–15]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and Order
Granting Accelerated Approval of
Proposed Rule Change To Trade
Shares of the CurrencySharesSM
Japanese Yen Trust Pursuant to
Unlisted Trading Privileges
February 21, 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 February
12, 2007, NYSE Arca, Inc. (the
‘‘Exchange’’), through its wholly-owned
subsidiary, NYSE Arca Equities, Inc.
(‘‘NYSE Arca Equities’’), filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been
substantially prepared by the Exchange.
This Order provides notice of the
proposed rule change and approves the
proposed rule change on an accelerated
basis.
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Federal Register / Vol. 72, No. 38 / Tuesday, February 27, 2007 / Notices
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange, through NYSE Arca
Equities, proposes to trade shares (the
‘‘Shares’’) of the CurrencyShares SM
Japanese Yen Trust (the ‘‘Trust’’)
pursuant to unlisted trading privileges
(‘‘UTP’’). The text of the proposed rule
change is available at the Exchange, the
Commission’s Public Reference Room,
and https://www.nyse.com.
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 III 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
Pursuant to NYSE Arca Equities Rule
8.202, which permits the listing and
trading of ‘‘Currency Trust Shares,’’ 3
the Exchange proposes to trade pursuant
to UTP the Shares of the Trust. The
Commission has recently approved the
listing and trading of the Shares on the
New York Stock Exchange LLC
(‘‘NYSE’’).4 The Exchange currently
trades Shares of the Euro Currency
Trust, CurrencyShares SM Australian
Dollar Trust, CurrencyShares SM British
Pound Sterling Trust,
CurrencyShares SM Canadian Dollar
Trust, CurrencyShares SM Mexican Peso
Trust, CurrencyShares SM Swedish
Krona Trust, and CurrencyShares SM
Swiss Franc Trust (the ‘‘CurrencyShares
Trusts’’).5
cprice-sewell on PROD1PC62 with NOTICES
3 Currency
Trust Shares are securities issued by
a trust that represent investors’ discrete,
identifiable, and undivided beneficial ownership
interest in the non-U.S. currency deposited into the
trust. See Securities Exchange Act Release No.
53253 (February 8, 2006), 71 FR 8029 (February 15,
2006) (SR–PCX–2005–123) (granting the Exchange
accelerated approval of its proposed listing and
trading standards for Currency Trust Shares and
approving the UTP trading of shares of the Euro
Currency Trust).
4 See Securities Exchange Act Release No. 55268
(February 9, 2007), 72 FR 7793 (February 20, 2007)
(SR–NYSE–2007–03) (‘‘NYSE Order’’).
5 See supra note 3. See also Securities Exchange
Act Release No. 54043 (June 26, 2006), 71 FR 37967,
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The Shares issued by the Trust
represent units of fractional, undivided,
and beneficial interests in, and
ownership of, the Trust. The Exchange
states that the investment objective of
the Trust is for the Shares to reflect the
price of the Japanese Yen. A detailed
discussion of the Trust, its assets and
expenses, the creation and redemption
of the Shares, the valuation of the
Japanese Yen, the calculation
methodology of the IIV (as defined
herein), and distributions, among
others, can be found in the NYSE Order.
The Trust’s Web site (https://
www.currencyshares.com) provides
information on: (1) The spot price for
the Japanese Yen, including the bid and
offer and the midpoint between the bid
and offer for the Japanese Yen spot
price; (2) an intraday indicative value
(‘‘IIV’’) per Share, updated at least every
15 seconds;6 (3) a delayed indicative
value (subject to a 20-minute delay),
used for calculating premium/discount
information; (4) premium/discount
information, calculated on a 20-minute
delayed basis; (5) the net asset value
(‘‘NAV’’) of the Trust, calculated each
business day; (6) accrued interest per
Share; (7) the daily Federal Reserve
Bank of New York Noon Buying Rate;
(8) the Basket Amount;7 and (9) the last
sale price of the Shares as traded in the
U.S. market, subject to a 20-minute
delay. The Trust’s Web site
disseminates the foreign currency spot
price for the Japanese Yen and the IIV
per Share at least every 15 seconds
during NYSE Arca Marketplace’s
opening and late trading sessions, as
well as during its core trading session.8
The Exchange states that currently,
the Consolidated Tape Plan does not
provide for dissemination of the spot
price of a foreign currency over the
Consolidated Tape System (‘‘CTS’’).
(July 3, 2006) (SR–NYSEArca–2006–26) (granting
accelerated approval for the Exchange to trade
shares of six of the CurrencyShares Trusts pursuant
to UTP); Securities Exchange Act Release No. 54020
(June 20, 2006), 71 FR 36579 (June 27, 2006) (SR–
NYSE–2006–35) (granting approval for the original
listing and trading of six of the CurrencyShares
Trusts on NYSE).
6 The IIV is analogous to the intraday optimized
portfolio value (sometimes referred to as the IOPV)
and the indicative portfolio value associated with
the trading of exchange-traded funds.
7 The Basket Amount is the amount required to
be deposited for the purchase of a Basket of Shares.
A Basket of Shares consists of a block of 50,000
Shares.
8 Pursuant to NYSE Arca Equities Rule 7.34(a),
the NYSE Arca Marketplace trading hours for
exchange-traded funds are as follows: (1) 4 a.m. to
9:30 a.m. Eastern Time (‘‘ET’’) (opening trading
session); (2) 9:30 a.m. to 4:15 p.m. ET (core trading
session); and (3) 4:15 p.m. to 8 p.m. ET (late trading
session). The Exchange states that the currency spot
price is available on the Trust’s Web site without
interruption 24 hours a day, seven days a week.
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However, the last sale price for the
Shares is disseminated through the CTS,
as is the case for all equity securities
traded on the Exchange (including
exchange-traded funds). Currency price
and market information on the Japanese
Yen and other foreign currencies is
available on a 24-hour basis through
public Web sites, major market data
vendors, and professional and
subscription services. Foreign currency
futures and options prices, including
information on current and past trading
sessions, are also available on a realtime and delayed basis from various
financial information sources. In
addition, the Exchange states that
current foreign currency spot prices are
also generally available with bid/ask
spreads from foreign currency dealers.
The Exchange represents that it will
cease trading the Shares if the original
listing market stops trading the Shares
due a regulatory halt or such listing
market delists the Shares.9 UTP trading
in the Shares would be governed by the
trading halt provisions of NYSE Arca
Equities Rule 7.34 relating to temporary
interruptions in the calculation or wide
dissemination of the IIV or the value
(spot price) of the underlying
currency.10 Additionally, the Exchange
may cease trading the Shares if such
other event shall occur or condition
exists, which, in the opinion of the
Exchange, makes further dealings on the
Exchange inadvisable.11
The Exchange states that the Shares
would trade as equity securities, and
therefore, the Exchange’s rules
governing the trading of equity
securities would govern the trading of
such Shares. The Shares would trade on
the NYSE Arca Marketplace from 4 a.m.
ET until 8 p.m. ET. The Exchange
represents that its equity trading rules
would govern transactions in the Shares
during all trading sessions. The Shares
would be deemed ‘‘Eligible Listed
Securities,’’ as defined in NYSE Arca
Equities Rule 7.55, for purposes of the
Intermarket Trading System Plan, and
therefore would be subject to the trade9 E-mail from Timothy J. Malinowski, Director,
NYSE Group, Inc., to Edward Cho, Special Counsel,
Division of Market Regulation, Commission, dated
February 20, 2007 (clarifying when the Exchange
will halt trading of the Shares).
10 The Exchange represents that the provisions of
NYSE Arca Equities Rule 7.34(a), which address, in
part, interruptions in the calculation or wide
dissemination of the value of an underlying index,
shall also apply to interruptions in the calculation
or wide dissemination of the value (spot price) of
an underlying currency. For purposes of trading the
Shares pursuant to UTP, the applicable value would
be the Japanese Yen spot price.
11 See, e.g., NYSE Arca Equities Rule 7.12
(Trading Halts Due to Extraordinary Market
Volatility).
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Federal Register / Vol. 72, No. 38 / Tuesday, February 27, 2007 / Notices
through restrictions of NYSE Arca
Equities Rule 7.56.
The Exchange intends to utilize its
existing surveillance procedures
applicable to derivative products to
monitor trading in the Shares. The
Exchange represents that these
procedures are adequate to properly
monitor Exchange trading of the Shares
in all trading sessions and to deter and
detect violations of Exchange rules. The
Exchange is able to obtain information
regarding trading in the Shares and
options and futures on the Japanese Yen
through proprietary or customer trades
which ETP Holders 12 effect on any
relevant market. In addition, the
Exchange may obtain trading
information via the Intermarket
Surveillance Group from other
exchanges who are members or affiliates
thereof. The Exchange states that its
general policy prohibits the distribution
of material, non-public information by
its employees.13
Prior to the commencement of
trading, the Exchange will inform its
ETP Holders in an Information Bulletin
of the special characteristics and risks
associated with trading the Shares.
Specifically, the Bulletin will discuss
the following: (1) The procedures for
purchases and redemptions of Shares;
(2) NYSE Arca Equities Rule 9.2(a),
which imposes a duty of due diligence
on its ETP Holders to learn the essential
facts relating to every customer prior to
trading the Shares; (3) how information
regarding the IIV and the Japanese Yen
is disseminated; (4) the requirement that
ETP Holders deliver a prospectus to
investors purchasing newly issued
Shares prior to or concurrently with the
confirmation of a transaction; and (5)
other relevant information.
cprice-sewell on PROD1PC62 with NOTICES
2. Statutory Basis
The proposal is consistent with
Section 6(b) of the Act 14 in general and
Section 6(b)(5) of the Act 15 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
12 An ETP Holder is a registered broker or dealer
that has been issued an Equity Trading Permit (ETP)
by NYSE Arca Equities.
13 The Exchange further states that the Sponsor
(Rydex Specialized Products LLC), the Trustee (The
Bank of New York), the Depository (JPMorgan
Chase Bank, N.A., London Branch), and the
Distributor (Rydex Distributors, Inc.) are not
affiliated with the Exchange or one another, with
the exception that the Sponsor and Distributor are
affiliated.
14 15 U.S.C. 78f(b).
15 15 U.S.C. 78f(b)(5).
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15:22 Feb 26, 2007
Jkt 211001
the public interest. In addition, the
proposal is consistent with Rule 12f–5
under the Act 16 because the Exchange
deems the Shares to be equity securities,
thus rendering trading in the Shares
subject to the Exchange’s existing rules
governing the trading of equity
securities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purpose of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
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 offices 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–NYSEArca–2007–15 and
should be submitted on or before March
20, 2007.
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Change
The Exchange has neither solicited
After careful review, the Commission
nor received written comments on the
finds that the proposed rule change is
proposed rule change.
consistent with the requirements of the
III. Solicitation of Comments
Act and the rules and regulations
thereunder applicable to a national
Interested persons are invited to
securities exchange.17 In particular, the
submit written data, views, and
Commission finds that the proposed
arguments concerning the foregoing,
rule change is consistent with Section
including whether the proposed rule
6(b)(5) of the Act,18 which requires that
change is consistent with the Act.
an exchange have rules designed, among
Comments may be submitted by any of
other things, to promote just and
the following methods:
equitable principles of trade, to remove
Electronic Comments
impediments to and perfect the
• Use the Commission’s Internet
mechanism of a free and open market
comment form (https://www.sec.gov/
and a national market system, and, in
rules/sro.shtml); or
general, to protect investors and the
• Send an e-mail to rulepublic interest. The Commission
comments@sec.gov. Please include File
believes that this proposal should
Number SR–NYSEArca–2007–15 on the benefit investors by increasing
subject line.
competition among markets that trade
the Shares. The Commission notes that
Paper Comments
it previously approved the original
• Send paper comments in triplicate
listing and trading of the Shares on
to Nancy M. Morris, Secretary,
NYSE.19
Securities and Exchange Commission,
In addition, the Commission finds
100 F Street, NE., Washington, DC
that the proposal is consistent with
20549–1090.
Section 12(f) of the Act,20 which permits
All submissions should refer to File
an exchange to trade, pursuant to UTP,
Number SR–NYSEArca–2007–15. This
a security that is listed and registered on
file number should be included on the
another exchange.21 The Commission
subject line if e-mail is used. To help the notes that it previously approved for
Commission process and review your
17 In approving this rule change, the Commission
comments more efficiently, please use
only one method. The Commission will notes that it has considered the proposed rule’s
impact on efficiency, competition, and capital
post all comments on the Commission’s formation. See 15 U.S.C. 78c(f).
Internet Web site (https://www.sec.gov/
18 15 U.S.C. 78f(b)(5).
19 See supra note 4.
rules/sro.shtml). Copies of the
20 15 U.S.C. 78l(f).
submission, all subsequent
21 Section 12(a) of the Act, 15 U.S.C. 78l(a),
amendments, all written statements
generally prohibits a broker-dealer from trading a
with respect to the proposed rule
security on a national securities exchange unless
change that are filed with the
the security is registered on that exchange pursuant
Commission, and all written
to Section 12 of the Act. Section 12(f) of the Act
excludes from this restriction trading in any
communications relating to the
security to which an exchange ‘‘extends UTP.’’
proposed rule change between the
When an exchange extends UTP to a security, it
Commission and any person, other than allows its members to trade the security as if it were
16 17
PO 00000
listed and registered on the exchange even though
it is not so listed and registered.
CFR 240.12f–5.
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Federal Register / Vol. 72, No. 38 / Tuesday, February 27, 2007 / Notices
trading pursuant to UTP on the
Exchange the shares issued by the
CurrencyShares Trusts, which are
similar to the Shares issued by the
Trust.22 The Commission finds that the
proposal is consistent with Rule 12f-5
under the Act,23 which provides that an
exchange shall not extend UTP to a
security unless the exchange has in
effect a rule or rules providing for
transactions in the class or type of
security to which the exchange extends
UTP. The Exchange has represented that
it meets this requirement because it
deems the Shares to be equity securities,
thus rendering trading in the Shares
subject to the Exchange’s existing rules
governing the trading of equity
securities.
The Commission further believes that
the proposal is consistent with Section
11A(a)(1)(C)(iii) of the Act,24 which sets
forth Congress’ finding that it is in the
public interest and appropriate for the
protection of investors and the
maintenance of fair and orderly markets
to assure the availability to brokers,
dealers, and investors of information
with respect to quotations for and
transactions in securities. The last sale
price of the Shares is available through
CTS. Although the CTS does not
provide for dissemination of the spot
price of the Japanese Yen, the Trust’s
Web site disseminates the spot price
every five to ten seconds, as well as the
IIV per Share at least every 15 seconds,
the NAV once daily, the Basket Amount,
and the last sale price of the Shares. In
addition, currency prices and market
information on the Japanese Yen,
including futures and options prices, are
available through various major market
data vendors, financial information
sources, and professional and
subscription services. If the listing
market halts trading in the Shares, or
the IIV or the value of the underlying
currency is not being calculated or
disseminated, the Exchange would halt
trading in the Shares.
The Commission notes that, if the
Shares should be delisted by the listing
exchange, the Exchange would no
longer have authority to trade the Shares
pursuant to this Order.
In support of this proposal, the
Exchange has made the following
representations:
(1) The Exchange’s surveillance
procedures are adequate to address any
concerns associated with the trading of
the Shares on a UTP basis.
(2) The Exchange would inform its
members in an Information Bulletin of
supra note 5.
CFR 240.12f–5.
24 15 U.S.C. 78k–1(a)(1)(C)(iii).
the special characteristics and risks
associated with trading the Shares,
including suitability recommendation
requirements.
(3) The Exchange would require its
members to deliver a prospectus or
product description to investors
purchasing Shares prior to or
concurrently with a transaction in such
Shares and will note this prospectus
delivery requirement in the Information
Bulletin.
This approval order is conditioned on
the Exchange’s adherence to these
representations.
The Commission finds good cause for
approving this proposal before the
thirtieth day after the publication of
notice thereof in the Federal Register.
As noted above, the Commission
previously approved the original listing
and trading of the Shares on NYSE and
the trading of shares issued by the
CurrencyShares Trusts, which are
similar to the Shares issued by the
Trust, pursuant to UTP on the
Exchange. The Commission presently is
not aware of any regulatory issue that
should cause it to revisit those findings
or would preclude the trading of the
Shares on the Exchange pursuant to
UTP. Accelerating approval of this
proposal should benefit investors by
creating, without undue delay,
additional competition in the market for
such Shares.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,25 that the
proposed rule change (SR–NYSEArca–
2007–15) be, and it hereby is, approved
on an accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.26
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–3291 Filed 2–26–07; 8:45 am]
25 15
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26 17
Jkt 211001
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U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
Frm 00154
Fmt 4703
[Release No. 34–55321; File No. SR–Phlx–
2006–85]
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Order Granting Accelerated Approval
of Proposed Rule Change Relating To
Listing Standards for Basket Linked
Notes
February 21, 2007.
I. Introduction
On December 12, 2006, the
Philadelphia Stock Exchange, Inc.
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposal to amend Phlx
Rule 803—Criteria for Listing—Tier 1, to
increase the number of underlying
securities that may be linked to a Basket
Linked Note (‘‘BLN’’). The proposed
rule change was published for comment
in the Federal Register on January 31,
2007 for a 15-day comment period.3 The
Commission received no comments
regarding the proposal. This order
approves the proposed rule change on
an accelerated basis.
II. Description of the Proposal
A BLN is non-convertible debt of an
issuer whose value is based, at least in
part, on the performance of highly
capitalized, actively traded common
stock, or non-convertible preferred stock
of other issuers.4 Rule 803(k) currently
permits the Exchange to list and trade
BLNs linked to more than one equity
security but no more than 20.5 Phlx
proposes to amend Rule 803(k) to
increase the number of underlying
securities that may be linked to a BLN
from no more than 20 to no more than
30.
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 55173
(January 25, 2007), 72 FR 4552.
4 Phlx Rule 803(k)(3) currently requires, among
other things, that each of the underlying securities
linked to a BLN either: (i) Have a minimum market
capitalization of $3 billion and during the 12
months preceding listing are shown to have traded
at least 2.5 million shares; (ii) have a minimum
market capitalization of $1.5 billion and during the
12 months preceding listing are shown to have
traded at least 10 million shares; or (iii) have a
minimum market capitalization of $500 million and
during the 12 months preceding listing are shown
to have traded at least 15 million shares.
5 See Securities Exchange Act Release No. 43690
(December 7, 2000), 65 FR 78523 (December 15,
2000) (SR–Phlx–2000–90).
2 17
22 See
23 17
SECURITIES AND EXCHANGE
COMMISSION
1 15
BILLING CODE 8010–01–P
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E:\FR\FM\27FEN1.SGM
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Agencies
[Federal Register Volume 72, Number 38 (Tuesday, February 27, 2007)]
[Notices]
[Pages 8828-8831]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-3291]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55320; File No. SR-NYSEArca-2007-15]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Order Granting Accelerated Approval of Proposed Rule Change To
Trade Shares of the CurrencySharesSM Japanese Yen Trust
Pursuant to Unlisted Trading Privileges
February 21, 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 February 12, 2007, NYSE Arca, Inc. (the ``Exchange''), through its
wholly-owned subsidiary, NYSE Arca Equities, Inc. (``NYSE Arca
Equities''), filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been substantially prepared by the Exchange.
This Order provides notice of the proposed rule change and approves the
proposed rule change on an accelerated basis.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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[[Page 8829]]
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange, through NYSE Arca Equities, proposes to trade shares
(the ``Shares'') of the CurrencyShares SM Japanese Yen Trust
(the ``Trust'') pursuant to unlisted trading privileges (``UTP''). The
text of the proposed rule change is available at the Exchange, the
Commission's Public Reference Room, and https://www.nyse.com.
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 III 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
Pursuant to NYSE Arca Equities Rule 8.202, which permits the
listing and trading of ``Currency Trust Shares,'' \3\ the Exchange
proposes to trade pursuant to UTP the Shares of the Trust. The
Commission has recently approved the listing and trading of the Shares
on the New York Stock Exchange LLC (``NYSE'').\4\ The Exchange
currently trades Shares of the Euro Currency Trust, CurrencyShares
SM Australian Dollar Trust, CurrencyShares SM
British Pound Sterling Trust, CurrencyShares SM Canadian
Dollar Trust, CurrencyShares SM Mexican Peso Trust,
CurrencyShares SM Swedish Krona Trust, and CurrencyShares
SM Swiss Franc Trust (the ``CurrencyShares Trusts'').\5\
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\3\ Currency Trust Shares are securities issued by a trust that
represent investors' discrete, identifiable, and undivided
beneficial ownership interest in the non-U.S. currency deposited
into the trust. See Securities Exchange Act Release No. 53253
(February 8, 2006), 71 FR 8029 (February 15, 2006) (SR-PCX-2005-123)
(granting the Exchange accelerated approval of its proposed listing
and trading standards for Currency Trust Shares and approving the
UTP trading of shares of the Euro Currency Trust).
\4\ See Securities Exchange Act Release No. 55268 (February 9,
2007), 72 FR 7793 (February 20, 2007) (SR-NYSE-2007-03) (``NYSE
Order'').
\5\ See supra note 3. See also Securities Exchange Act Release
No. 54043 (June 26, 2006), 71 FR 37967, (July 3, 2006) (SR-NYSEArca-
2006-26) (granting accelerated approval for the Exchange to trade
shares of six of the CurrencyShares Trusts pursuant to UTP);
Securities Exchange Act Release No. 54020 (June 20, 2006), 71 FR
36579 (June 27, 2006) (SR-NYSE-2006-35) (granting approval for the
original listing and trading of six of the CurrencyShares Trusts on
NYSE).
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The Shares issued by the Trust represent units of fractional,
undivided, and beneficial interests in, and ownership of, the Trust.
The Exchange states that the investment objective of the Trust is for
the Shares to reflect the price of the Japanese Yen. A detailed
discussion of the Trust, its assets and expenses, the creation and
redemption of the Shares, the valuation of the Japanese Yen, the
calculation methodology of the IIV (as defined herein), and
distributions, among others, can be found in the NYSE Order.
The Trust's Web site (https://www.currencyshares.com) provides
information on: (1) The spot price for the Japanese Yen, including the
bid and offer and the midpoint between the bid and offer for the
Japanese Yen spot price; (2) an intraday indicative value (``IIV'') per
Share, updated at least every 15 seconds;\6\ (3) a delayed indicative
value (subject to a 20-minute delay), used for calculating premium/
discount information; (4) premium/discount information, calculated on a
20-minute delayed basis; (5) the net asset value (``NAV'') of the
Trust, calculated each business day; (6) accrued interest per Share;
(7) the daily Federal Reserve Bank of New York Noon Buying Rate; (8)
the Basket Amount;\7\ and (9) the last sale price of the Shares as
traded in the U.S. market, subject to a 20-minute delay. The Trust's
Web site disseminates the foreign currency spot price for the Japanese
Yen and the IIV per Share at least every 15 seconds during NYSE Arca
Marketplace's opening and late trading sessions, as well as during its
core trading session.\8\
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\6\ The IIV is analogous to the intraday optimized portfolio
value (sometimes referred to as the IOPV) and the indicative
portfolio value associated with the trading of exchange-traded
funds.
\7\ The Basket Amount is the amount required to be deposited for
the purchase of a Basket of Shares. A Basket of Shares consists of a
block of 50,000 Shares.
\8\ Pursuant to NYSE Arca Equities Rule 7.34(a), the NYSE Arca
Marketplace trading hours for exchange-traded funds are as follows:
(1) 4 a.m. to 9:30 a.m. Eastern Time (``ET'') (opening trading
session); (2) 9:30 a.m. to 4:15 p.m. ET (core trading session); and
(3) 4:15 p.m. to 8 p.m. ET (late trading session). The Exchange
states that the currency spot price is available on the Trust's Web
site without interruption 24 hours a day, seven days a week.
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The Exchange states that currently, the Consolidated Tape Plan does
not provide for dissemination of the spot price of a foreign currency
over the Consolidated Tape System (``CTS''). However, the last sale
price for the Shares is disseminated through the CTS, as is the case
for all equity securities traded on the Exchange (including exchange-
traded funds). Currency price and market information on the Japanese
Yen and other foreign currencies is available on a 24-hour basis
through public Web sites, major market data vendors, and professional
and subscription services. Foreign currency futures and options prices,
including information on current and past trading sessions, are also
available on a real-time and delayed basis from various financial
information sources. In addition, the Exchange states that current
foreign currency spot prices are also generally available with bid/ask
spreads from foreign currency dealers.
The Exchange represents that it will cease trading the Shares if
the original listing market stops trading the Shares due a regulatory
halt or such listing market delists the Shares.\9\ UTP trading in the
Shares would be governed by the trading halt provisions of NYSE Arca
Equities Rule 7.34 relating to temporary interruptions in the
calculation or wide dissemination of the IIV or the value (spot price)
of the underlying currency.\10\ Additionally, the Exchange may cease
trading the Shares if such other event shall occur or condition exists,
which, in the opinion of the Exchange, makes further dealings on the
Exchange inadvisable.\11\
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\9\ E-mail from Timothy J. Malinowski, Director, NYSE Group,
Inc., to Edward Cho, Special Counsel, Division of Market Regulation,
Commission, dated February 20, 2007 (clarifying when the Exchange
will halt trading of the Shares).
\10\ The Exchange represents that the provisions of NYSE Arca
Equities Rule 7.34(a), which address, in part, interruptions in the
calculation or wide dissemination of the value of an underlying
index, shall also apply to interruptions in the calculation or wide
dissemination of the value (spot price) of an underlying currency.
For purposes of trading the Shares pursuant to UTP, the applicable
value would be the Japanese Yen spot price.
\11\ See, e.g., NYSE Arca Equities Rule 7.12 (Trading Halts Due
to Extraordinary Market Volatility).
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The Exchange states that the Shares would trade as equity
securities, and therefore, the Exchange's rules governing the trading
of equity securities would govern the trading of such Shares. The
Shares would trade on the NYSE Arca Marketplace from 4 a.m. ET until 8
p.m. ET. The Exchange represents that its equity trading rules would
govern transactions in the Shares during all trading sessions. The
Shares would be deemed ``Eligible Listed Securities,'' as defined in
NYSE Arca Equities Rule 7.55, for purposes of the Intermarket Trading
System Plan, and therefore would be subject to the trade-
[[Page 8830]]
through restrictions of NYSE Arca Equities Rule 7.56.
The Exchange intends to utilize its existing surveillance
procedures applicable to derivative products to monitor trading in the
Shares. The Exchange represents that these procedures are adequate to
properly monitor Exchange trading of the Shares in all trading sessions
and to deter and detect violations of Exchange rules. The Exchange is
able to obtain information regarding trading in the Shares and options
and futures on the Japanese Yen through proprietary or customer trades
which ETP Holders \12\ effect on any relevant market. In addition, the
Exchange may obtain trading information via the Intermarket
Surveillance Group from other exchanges who are members or affiliates
thereof. The Exchange states that its general policy prohibits the
distribution of material, non-public information by its employees.\13\
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\12\ An ETP Holder is a registered broker or dealer that has
been issued an Equity Trading Permit (ETP) by NYSE Arca Equities.
\13\ The Exchange further states that the Sponsor (Rydex
Specialized Products LLC), the Trustee (The Bank of New York), the
Depository (JPMorgan Chase Bank, N.A., London Branch), and the
Distributor (Rydex Distributors, Inc.) are not affiliated with the
Exchange or one another, with the exception that the Sponsor and
Distributor are affiliated.
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Prior to the commencement of trading, the Exchange will inform its
ETP Holders in an Information Bulletin of the special characteristics
and risks associated with trading the Shares. Specifically, the
Bulletin will discuss the following: (1) The procedures for purchases
and redemptions of Shares; (2) NYSE Arca Equities Rule 9.2(a), which
imposes a duty of due diligence on its ETP Holders to learn the
essential facts relating to every customer prior to trading the Shares;
(3) how information regarding the IIV and the Japanese Yen is
disseminated; (4) the requirement that ETP Holders deliver a prospectus
to investors purchasing newly issued Shares prior to or concurrently
with the confirmation of a transaction; and (5) other relevant
information.
2. Statutory Basis
The proposal is consistent with Section 6(b) of the Act \14\ in
general and Section 6(b)(5) of the Act \15\ 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. In addition, the proposal
is consistent with Rule 12f-5 under the Act \16\ because the Exchange
deems the Shares to be equity securities, thus rendering trading in the
Shares subject to the Exchange's existing rules governing the trading
of equity securities.
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\14\ 15 U.S.C. 78f(b).
\15\ 15 U.S.C. 78f(b)(5).
\16\ 17 CFR 240.12f-5.
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purpose 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. 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-NYSEArca-2007-15 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-NYSEArca-2007-15.
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 offices 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-NYSEArca-2007-15 and should be submitted on or before
March 20, 2007.
IV. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Change
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities
exchange.\17\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\18\ which
requires that an exchange have rules designed, among other things, to
promote just and equitable principles of trade, to remove impediments
to and perfect the mechanism of a free and open market and a national
market system, and, in general, to protect investors and the public
interest. The Commission believes that this proposal should benefit
investors by increasing competition among markets that trade the
Shares. The Commission notes that it previously approved the original
listing and trading of the Shares on NYSE.\19\
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\17\ In approving this rule change, the Commission notes that it
has considered the proposed rule's impact on efficiency,
competition, and capital formation. See 15 U.S.C. 78c(f).
\18\ 15 U.S.C. 78f(b)(5).
\19\ See supra note 4.
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In addition, the Commission finds that the proposal is consistent
with Section 12(f) of the Act,\20\ which permits an exchange to trade,
pursuant to UTP, a security that is listed and registered on another
exchange.\21\ The Commission notes that it previously approved for
[[Page 8831]]
trading pursuant to UTP on the Exchange the shares issued by the
CurrencyShares Trusts, which are similar to the Shares issued by the
Trust.\22\ The Commission finds that the proposal is consistent with
Rule 12f-5 under the Act,\23\ which provides that an exchange shall not
extend UTP to a security unless the exchange has in effect a rule or
rules providing for transactions in the class or type of security to
which the exchange extends UTP. The Exchange has represented that it
meets this requirement because it deems the Shares to be equity
securities, thus rendering trading in the Shares subject to the
Exchange's existing rules governing the trading of equity securities.
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\20\ 15 U.S.C. 78l(f).
\21\ Section 12(a) of the Act, 15 U.S.C. 78l(a), generally
prohibits a broker-dealer from trading a security on a national
securities exchange unless the security is registered on that
exchange pursuant to Section 12 of the Act. Section 12(f) of the Act
excludes from this restriction trading in any security to which an
exchange ``extends UTP.'' When an exchange extends UTP to a
security, it allows its members to trade the security as if it were
listed and registered on the exchange even though it is not so
listed and registered.
\22\ See supra note 5.
\23\ 17 CFR 240.12f-5.
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The Commission further believes that the proposal is consistent
with Section 11A(a)(1)(C)(iii) of the Act,\24\ which sets forth
Congress' finding that it is in the public interest and appropriate for
the protection of investors and the maintenance of fair and orderly
markets to assure the availability to brokers, dealers, and investors
of information with respect to quotations for and transactions in
securities. The last sale price of the Shares is available through CTS.
Although the CTS does not provide for dissemination of the spot price
of the Japanese Yen, the Trust's Web site disseminates the spot price
every five to ten seconds, as well as the IIV per Share at least every
15 seconds, the NAV once daily, the Basket Amount, and the last sale
price of the Shares. In addition, currency prices and market
information on the Japanese Yen, including futures and options prices,
are available through various major market data vendors, financial
information sources, and professional and subscription services. If the
listing market halts trading in the Shares, or the IIV or the value of
the underlying currency is not being calculated or disseminated, the
Exchange would halt trading in the Shares.
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\24\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
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The Commission notes that, if the Shares should be delisted by the
listing exchange, the Exchange would no longer have authority to trade
the Shares pursuant to this Order.
In support of this proposal, the Exchange has made the following
representations:
(1) The Exchange's surveillance procedures are adequate to address
any concerns associated with the trading of the Shares on a UTP basis.
(2) The Exchange would inform its members in an Information
Bulletin of the special characteristics and risks associated with
trading the Shares, including suitability recommendation requirements.
(3) The Exchange would require its members to deliver a prospectus
or product description to investors purchasing Shares prior to or
concurrently with a transaction in such Shares and will note this
prospectus delivery requirement in the Information Bulletin.
This approval order is conditioned on the Exchange's adherence to
these representations.
The Commission finds good cause for approving this proposal before
the thirtieth day after the publication of notice thereof in the
Federal Register. As noted above, the Commission previously approved
the original listing and trading of the Shares on NYSE and the trading
of shares issued by the CurrencyShares Trusts, which are similar to the
Shares issued by the Trust, pursuant to UTP on the Exchange. The
Commission presently is not aware of any regulatory issue that should
cause it to revisit those findings or would preclude the trading of the
Shares on the Exchange pursuant to UTP. Accelerating approval of this
proposal should benefit investors by creating, without undue delay,
additional competition in the market for such Shares.
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\25\ that the proposed rule change (SR-NYSEArca-2007-15) be, and it
hereby is, approved on an accelerated basis.
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\25\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\26\
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\26\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-3291 Filed 2-26-07; 8:45 am]
BILLING CODE 8010-01-P