Self-Regulatory Organizations; American Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto Revising the AEMI and AEMI-One Rules Relating to Portfolio Depositary Receipts and Index Fund Shares, 10793-10795 [E7-4190]
Download as PDF
Federal Register / Vol. 72, No. 46 / Friday, March 9, 2007 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55378; File No. SR–Amex–
2007–17]
Self-Regulatory Organizations;
American Stock Exchange LLC; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change and
Amendment No. 1 Thereto Revising the
AEMI and AEMI–One Rules Relating to
Portfolio Depositary Receipts and
Index Fund Shares
March 1, 2007.
jlentini on PROD1PC65 with NOTICES
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
5, 2007, the American Stock Exchange
LLC (‘‘Amex’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Amex. The Exchange filed the proposal
as a ‘‘non-controversial’’ rule change
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(6) thereunder,4
which renders the proposal effective
upon filing with the Commission. On
February 22, 2007, the Exchange filed
Amendment No. 1 to the proposed rule
change. 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 revise two
of its AEMI rules and two of its AEMI–
One rules, relating in each case to
portfolio depositary receipts (‘‘PDRs’’)
and index fund shares (‘‘IFSs’’) that
trade on the Amex, in order to conform
these rules to changes previously
approved by the Commission to the
corresponding legacy rules for these
securities. Among other things, these
proposed changes include generic
listing standards for series of PDRs and
IFSs that are based on international or
global indexes or on indexes previously
approved by the Commission for the
trading of PDRs, IFSs, options or other
specified index-based securities. The
proposed conforming rule changes
would not make any changes to the
manner in which PDRs and IFSs trade
on the AEMI platform, but are
concerned primarily with eligibility
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
2 17
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21:24 Mar 08, 2007
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criteria for index components, index
methodology and calculation, and
intraday dissemination of information
on estimated share value. The text of the
proposed rule change is available at
Amex, the Commission’s Public
Reference Room, and www.amex.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 IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange has recently adopted
two sets of rules in connection with the
operation of its new hybrid market
trading platform for equity products and
exchange traded funds, designated as
AEMI SM (the ‘‘Auction and Electronic
Market Integration’’ platform). The
initial version of AEMI is referred to as
‘‘AEMI–One’’ and is currently
operational on a pilot basis 5 through the
day prior to the final date set by the
Commission for full operation of all
automated trading centers that intend to
qualify their quotations for tradethrough protection under Rule 611 of
Regulation NMS 6 (the latter date being
referred to as the ‘‘Trading Phase
Date’’).7 On the Trading Phase Date, the
regular AEMI rules will become
effective 8 and the AEMI–One rules will
5 See Securities Exchange Act Release No. 54709
(Nov. 3, 2006), 71 FR 65847 (Nov. 9, 2006) (SR–
Amex–2006–72) (Order Approving a Proposed Rule
Change and Amendment No 1 Thereto, and Notice
of Filing and Order Granting Accelerated Approval
to Amendment No. 3, To Adopt New Rules To
Implement on a Pilot Basis an Initial Version of
AEMI, Its Proposed New Hybrid Market Trading
Platform For Equity Products and Exchange Traded
Funds).
6 17 CFR 242.611. The Order Protection Rule
requires trading centers to establish, maintain and
enforce written policies and procedures reasonably
designed to prevent the execution of trades at prices
inferior to protected quotations displayed by other
trading centers, subject to certain exceptions.
7 The Trading Phase Date is currently established
as March 5, 2007.
8 See Securities Exchange Act Release No. 54552
(Sept. 29, 2006), 71 FR 59546 (Oct. 10, 2006) (SR–
Amex–2005–104) (Order Approving a Proposed
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Sfmt 4703
10793
cease to be operative. As each security
is migrated from the legacy platform to
the AEMI platform during the AEMI–
One pilot, any legacy rule for which
there is a corresponding AEMI–One rule
will cease to be applicable and the
AEMI–One rule will then become the
applicable rule for that security (e.g.,
Rule 1000 will cease to apply and Rule
1000–AEMI–One will become
applicable). Other legacy rules with
respect to PDRs and IFSs without
corresponding AEMI–One or AEMI
counterpart rules (e.g., Rule 1001 or
Rule 1001A) will continue to be
applicable to AEMI and the AEMI–One
pilot.
The Exchange proposes to revise
Rules 1000–AEMI–One and 1000–AEMI
(relating to PDRs) and Rules 1000A–
AEMI–One 1000A–AEMI (relating to
IFSs) in order to conform these rules to
changes previously approved by the
Commission to the corresponding legacy
rules for these securities. In particular,
the Exchange is proposing to make the
same changes to these AEMI–One and
AEMI rules that were approved by the
Commission for legacy Rules 1000 and
1000A in Securities Exchange Act
Release Nos. 54739 and 55018.9 Among
other things, these proposed changes
include generic listing standards for
series of PDRs and IFSs that are based
on international or global indexes or on
indexes previously approved by the
Commission for the trading of PDRs,
IFSs, options or other specified indexbased securities. The proposed
conforming rule changes would not
make any changes to the manner in
which PDRs and IFSs trade on the AEMI
platform, but are concerned primarily
with eligibility criteria for index
components, index methodology and
calculation, and intraday dissemination
of information on estimated share value.
The Exchange states that the proposed
rule text is substantially identical to the
Rule Change and Amendments No. 1, 2, 3, 4, and
5 Thereto, and Notice of Filing and Order Granting
Accelerated Approval to Amendment No. 6, To
Establish a New Hybrid Trading System Known as
AEMI).
9 See Securities Exchange Act Release No. 54739
(Nov. 9, 2006), 71 FR 66993 (Nov. 17, 2006) (SR–
Amex–2006–78) (Order Granting Accelerated
Approval to Proposed Rule Change and
Amendment No. 1 Thereto and Notice of Filing and
Order Granting Accelerated Approval to
Amendment No. 2 Thereto Relating to Generic
Listing Standards for Series of Portfolio Depositary
Receipts and Index Fund Shares Based on
International or Global Indexes); see also Securities
Exchange Act Release No. 55018 (Dec. 28, 2006), 72
FR 1040 (Jan. 9, 2007) (SR–Amex–2006–109)
(Notice of Filing and Order Granting Accelerated
Approval of a Proposed Rule Change and
Amendment No. 1 Thereto Relating to Listing
Standards for Series of Portfolio Depositary
Receipts and Index Fund Shares).
E:\FR\FM\09MRN1.SGM
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10794
Federal Register / Vol. 72, No. 46 / Friday, March 9, 2007 / Notices
text of the existing legacy rules
mentioned above.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Act,10 in general, and furthers the
objectives of Section 6(b)(5) of the Act,11
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 a national market system and, in
general, to protect investors and the
public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change will impose
no 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
No written comments were solicited
or received with respect to the proposed
rule change.
jlentini on PROD1PC65 with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the forgoing rule change does
not: (1) Significantly affect the
protection of investors or the public
interest; (2) impose any significant
burden on competition; and (3) become
operative for 30 days after the date of
this filing (or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest), it has become effective
pursuant to Section 19(b)(3)(A) of the
Act 12 and Rule 19b–4(f)(6)
thereunder.13
Normally, a proposed rule change
filed under 19b–4(f)(6) may not become
operative prior to 30 days after the date
of filing. However, Rule 19b–
4(f)(6)(iii) 14 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. In
addition, Rule 19b–4(f)(6)(iii) requires
that a self-regulatory organization
submit to the Commission written
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
10 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
12 15 U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(6)(iii).
14 Id.
11 15
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21:24 Mar 08, 2007
Jkt 211001
prior to the date of filing of the
proposed rule change, or such shorter
time as designated by the Commission.
The Exchange has requested that the
Commission waive the five-day prefiling requirement and the 30-day
operative delay because all of the
securities trading on the Exchange are
trading on the AEMI platform under the
AEMI-One pilot and subject to the
AEMI-One rules (rather than the legacy
rules), which will be replaced by the
AEMI rules on the Trading Phase Date.15
In addition, recently, the Exchange
submitted another proposed rule change
that would revise legacy Rules 1000 and
1000A.16 The Exchange states that,
upon approval, those rules will require
another rule filing to provide for
changes to the corresponding AEMI-One
and AEMI rules, and believes that there
is likely to be less confusion regarding
the latter filing if the changes proposed
in the instant rule filing are approved
and become operative first.
The Commission has determined to
waive the five-day pre-filing notice
requirement. In addition, the
Commission believes that waiving the
30-day operative delay is consistent
with the protection of investors and the
public interest because such waiver
would permit a smoother transition to
the AEMI-One and AEMI rules. The
Commission notes that the proposed
rule text is substantially identical to the
text of CBOE’s existing legacy rules.17
For this reason, the Commission
designates the proposed rule change to
be effective and operative upon filing
with the Commission.18
At any time within 60 days of the
filing of such proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
15 The Exchange notes that, in contrast to the
Exchange’s AEMI-One rules, its AEMI rules (and
any changes thereto) will not actually become
effective and operative (as provided in Rule 1A–
AEMI) until the Trading Phase Date, currently
scheduled for March 5, 2007. That date is within
the 30-day delay period, so a waiver is needed.
16 See Securities Exchange Act Release No. 55240
(Feb. 5, 2007), 72 FR 6624 (SR–Amex–2007–07)
(Notice of Filing of Proposed Rule Change and
Amendment No. 1 Thereto Amending Existing
Rules for Portfolio Depositary Receipts and Index
Fund Shares).
17 See Securities Exchange Act Release Nos.
54739 and 55018, supra note 9. The same standards
previously approved by the Commission (eligibility
criteria for index components, index methodology
and calculation, and intraday dissemination of
information on estimated share values) that are
already in place with respect to securities trading
on the legacy platform will, as a result of this
proposed rule change, merely continue to apply to
those same securities once they are migrated to the
AEMI platform.
18 For the purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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Fmt 4703
Sfmt 4703
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.19
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–Amex–2007–17 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–Amex–2007–17. 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
19 For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change, the Commission
considers the period to commence on February 22,
2007, the date on which the Exchange filed
Amendment No. 1.
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Federal Register / Vol. 72, No. 46 / Friday, March 9, 2007 / Notices
Number SR–Amex–2007–17 and should
be submitted on or before March 30,
2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.20
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–4190 Filed 3–8–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55381; File No. SR–CBOE–
2007–18]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Request Permanent
Approval of a Pilot Program Relating to
Market-Makers Quoting Remotely
March 1, 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
22, 2007, the Chicago Board Options
Exchange, Incorporated (‘‘Exchange’’ or
‘‘CBOE’’) 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.
The Exchange filed the proposal as a
‘‘non-controversial’’ proposed rule
change pursuant to Section
19(b)(3)(A)(iii) of the Act 3 and Rule
19b–4(f)(6) thereunder.4 The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
jlentini on PROD1PC65 with NOTICES
CBOE proposes to amend CBOE Rule
8.3 to request permanent approval of a
pilot program relating to Market-Makers
quoting away from CBOE’s trading floor.
The text of the proposed rule change is
available on CBOE’s Web site (https://
www.cboe.org/Legal), at the CBOE’s
Office of the Secretary, and at the
Commission’s Public Reference Room.
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
1 15
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21:24 Mar 08, 2007
Jkt 211001
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
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to request permanent approval
of an existing Pilot Program that allows
a CBOE Market-Maker to submit
electronic quotations away from CBOE’s
trading floor in his/her appointed
Hybrid Classes and Hybrid 2.0 Classes.
In March 2005, CBOE amended its rules
relating to Market-Maker appointments
and quoting obligations.5 Among other
changes, CBOE amended Rule 8.3 to
provide that a Market-Maker may
submit electronic quotations from a
location outside of his/her appointed
trading station.6 Previously, MarketMakers were only permitted to stream
electronic quotations in their appointed
Hybrid and Hybrid 2.0 classes when
they were physically present in the
trading crowd. In making this change,
CBOE determined to request that it only
be approved on a pilot basis to give
CBOE the ability to evaluate the
effectiveness of allowing Market-Makers
to quote remotely. CBOE extended the
Pilot Program for an additional year last
March 2006.7 The current Pilot Program
is scheduled to expire on March 24,
2007.
CBOE believes that the Pilot Program
has been successful, in that it allows
Market-Makers to choose how they
5 See Securities Exchange Act Release No. 51429
(March 24, 2005), 70 FR 16536 (March 31, 2005)
(approving SR–CBOE–2004–58).
6 Last year, CBOE amended its rules to allow
Market-Makers to create a ‘‘Virtual Trading Crowd’’
appointment, and also modified the language in
Rule 8.3(c) such that it states a Market-Maker can
quote electronically away from CBOE’s trading floor
pursuant to the Pilot Program. (See Securities
Exchange Act Release No. 54182 (July 20, 2006), 71
FR 42692 (July 20, 2006) (approving SR–CBOE–
2006–51).)
7 See Securities Exchange Act Release No. 53410
(March 3, 2006), 71 FR 12747 (March 13, 2006)
(granting immediate effectiveness to SR–CBOE–
2006–24).
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Fmt 4703
Sfmt 4703
10795
would like to participate in CBOE’s
Hybrid Trading System, i.e.,
electronically, in open outcry, or both.
Although not all Market-Makers have
chosen to quote electronically away
from CBOE’s trading floor in their
appointed Hybrid Classes and Hybrid
2.0 Classes, those Market-Makers that
have availed themselves of this Pilot
Program continue to provide liquidity
and increased competition in their
appointed option classes when they
quote remotely. CBOE has not
experienced any negative effects of
allowing Market-Makers to quote from a
location away from CBOE’s trading
floor. Thus, CBOE believes it would be
appropriate and beneficial to
permanently approve the Pilot Program,
and permit Market-Makers to continue
to have the option to quote
electronically away from CBOE’s trading
floor.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations under the
Act applicable to a national securities
exchange and, in particular, the
requirements of Section 6(b) of the Act.8
Specifically, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) of the Act,9 which
requires that the rules of an exchange be
designed to promote just and equitable
principles of trade, to prevent
fraudulent and manipulative acts and,
in general, to protect investors and the
public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE 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
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(iii) of the Act 10 and
subparagraph (f)(6) of Rule 19b–4 11
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 15 U.S.C. 78s(b)(3)(A)(iii).
11 17 CFR 240.19b–4(f)(6).
9 15
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09MRN1
Agencies
[Federal Register Volume 72, Number 46 (Friday, March 9, 2007)]
[Notices]
[Pages 10793-10795]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-4190]
[[Page 10793]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55378; File No. SR-Amex-2007-17]
Self-Regulatory Organizations; American Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
and Amendment No. 1 Thereto Revising the AEMI and AEMI-One Rules
Relating to Portfolio Depositary Receipts and Index Fund Shares
March 1, 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 5, 2007, the American Stock Exchange LLC (``Amex'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been substantially prepared by the Amex. The
Exchange filed the proposal as a ``non-controversial'' rule change
pursuant to Section 19(b)(3)(A) of the Act \3\ and Rule 19b-4(f)(6)
thereunder,\4\ which renders the proposal effective upon filing with
the Commission. On February 22, 2007, the Exchange filed Amendment No.
1 to the proposed rule change. 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\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to revise two of its AEMI rules and two of
its AEMI-One rules, relating in each case to portfolio depositary
receipts (``PDRs'') and index fund shares (``IFSs'') that trade on the
Amex, in order to conform these rules to changes previously approved by
the Commission to the corresponding legacy rules for these securities.
Among other things, these proposed changes include generic listing
standards for series of PDRs and IFSs that are based on international
or global indexes or on indexes previously approved by the Commission
for the trading of PDRs, IFSs, options or other specified index-based
securities. The proposed conforming rule changes would not make any
changes to the manner in which PDRs and IFSs trade on the AEMI
platform, but are concerned primarily with eligibility criteria for
index components, index methodology and calculation, and intraday
dissemination of information on estimated share value. The text of the
proposed rule change is available at Amex, the Commission's Public
Reference Room, and www.amex.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 IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange has recently adopted two sets of rules in connection
with the operation of its new hybrid market trading platform for equity
products and exchange traded funds, designated as AEMI \SM\ (the
``Auction and Electronic Market Integration'' platform). The initial
version of AEMI is referred to as ``AEMI-One'' and is currently
operational on a pilot basis \5\ through the day prior to the final
date set by the Commission for full operation of all automated trading
centers that intend to qualify their quotations for trade-through
protection under Rule 611 of Regulation NMS \6\ (the latter date being
referred to as the ``Trading Phase Date'').\7\ On the Trading Phase
Date, the regular AEMI rules will become effective \8\ and the AEMI-One
rules will cease to be operative. As each security is migrated from the
legacy platform to the AEMI platform during the AEMI-One pilot, any
legacy rule for which there is a corresponding AEMI-One rule will cease
to be applicable and the AEMI-One rule will then become the applicable
rule for that security (e.g., Rule 1000 will cease to apply and Rule
1000-AEMI-One will become applicable). Other legacy rules with respect
to PDRs and IFSs without corresponding AEMI-One or AEMI counterpart
rules (e.g., Rule 1001 or Rule 1001A) will continue to be applicable to
AEMI and the AEMI-One pilot.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 54709 (Nov. 3,
2006), 71 FR 65847 (Nov. 9, 2006) (SR-Amex-2006-72) (Order Approving
a Proposed Rule Change and Amendment No 1 Thereto, and Notice of
Filing and Order Granting Accelerated Approval to Amendment No. 3,
To Adopt New Rules To Implement on a Pilot Basis an Initial Version
of AEMI, Its Proposed New Hybrid Market Trading Platform For Equity
Products and Exchange Traded Funds).
\6\ 17 CFR 242.611. The Order Protection Rule requires trading
centers to establish, maintain and enforce written policies and
procedures reasonably designed to prevent the execution of trades at
prices inferior to protected quotations displayed by other trading
centers, subject to certain exceptions.
\7\ The Trading Phase Date is currently established as March 5,
2007.
\8\ See Securities Exchange Act Release No. 54552 (Sept. 29,
2006), 71 FR 59546 (Oct. 10, 2006) (SR-Amex-2005-104) (Order
Approving a Proposed Rule Change and Amendments No. 1, 2, 3, 4, and
5 Thereto, and Notice of Filing and Order Granting Accelerated
Approval to Amendment No. 6, To Establish a New Hybrid Trading
System Known as AEMI).
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The Exchange proposes to revise Rules 1000-AEMI-One and 1000-AEMI
(relating to PDRs) and Rules 1000A-AEMI-One 1000A-AEMI (relating to
IFSs) in order to conform these rules to changes previously approved by
the Commission to the corresponding legacy rules for these securities.
In particular, the Exchange is proposing to make the same changes to
these AEMI-One and AEMI rules that were approved by the Commission for
legacy Rules 1000 and 1000A in Securities Exchange Act Release Nos.
54739 and 55018.\9\ Among other things, these proposed changes include
generic listing standards for series of PDRs and IFSs that are based on
international or global indexes or on indexes previously approved by
the Commission for the trading of PDRs, IFSs, options or other
specified index-based securities. The proposed conforming rule changes
would not make any changes to the manner in which PDRs and IFSs trade
on the AEMI platform, but are concerned primarily with eligibility
criteria for index components, index methodology and calculation, and
intraday dissemination of information on estimated share value. The
Exchange states that the proposed rule text is substantially identical
to the
[[Page 10794]]
text of the existing legacy rules mentioned above.
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\9\ See Securities Exchange Act Release No. 54739 (Nov. 9,
2006), 71 FR 66993 (Nov. 17, 2006) (SR-Amex-2006-78) (Order Granting
Accelerated Approval to Proposed Rule Change and Amendment No. 1
Thereto and Notice of Filing and Order Granting Accelerated Approval
to Amendment No. 2 Thereto Relating to Generic Listing Standards for
Series of Portfolio Depositary Receipts and Index Fund Shares Based
on International or Global Indexes); see also Securities Exchange
Act Release No. 55018 (Dec. 28, 2006), 72 FR 1040 (Jan. 9, 2007)
(SR-Amex-2006-109) (Notice of Filing and Order Granting Accelerated
Approval of a Proposed Rule Change and Amendment No. 1 Thereto
Relating to Listing Standards for Series of Portfolio Depositary
Receipts and Index Fund Shares).
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2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\10\ in general, and furthers the objectives of Section 6(b)(5) of
the Act,\11\ 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 a national market system and,
in general, to protect investors and the public interest.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change will impose no 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
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the forgoing rule change does not: (1) Significantly affect
the protection of investors or the public interest; (2) impose any
significant burden on competition; and (3) become operative for 30 days
after the date of this filing (or such shorter time as the Commission
may designate if consistent with the protection of investors and the
public interest), it has become effective pursuant to Section
19(b)(3)(A) of the Act \12\ and Rule 19b-4(f)(6) thereunder.\13\
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(6)(iii).
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Normally, a proposed rule change filed under 19b-4(f)(6) may not
become operative prior to 30 days after the date of filing. However,
Rule 19b-4(f)(6)(iii) \14\ permits the Commission to designate a
shorter time if such action is consistent with the protection of
investors and the public interest. In addition, Rule 19b-4(f)(6)(iii)
requires that a self-regulatory organization submit to the Commission
written 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. The
Exchange has requested that the Commission waive the five-day pre-
filing requirement and the 30-day operative delay because all of the
securities trading on the Exchange are trading on the AEMI platform
under the AEMI-One pilot and subject to the AEMI-One rules (rather than
the legacy rules), which will be replaced by the AEMI rules on the
Trading Phase Date.\15\ In addition, recently, the Exchange submitted
another proposed rule change that would revise legacy Rules 1000 and
1000A.\16\ The Exchange states that, upon approval, those rules will
require another rule filing to provide for changes to the corresponding
AEMI-One and AEMI rules, and believes that there is likely to be less
confusion regarding the latter filing if the changes proposed in the
instant rule filing are approved and become operative first.
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\14\ Id.
\15\ The Exchange notes that, in contrast to the Exchange's
AEMI-One rules, its AEMI rules (and any changes thereto) will not
actually become effective and operative (as provided in Rule 1A-
AEMI) until the Trading Phase Date, currently scheduled for March 5,
2007. That date is within the 30-day delay period, so a waiver is
needed.
\16\ See Securities Exchange Act Release No. 55240 (Feb. 5,
2007), 72 FR 6624 (SR-Amex-2007-07) (Notice of Filing of Proposed
Rule Change and Amendment No. 1 Thereto Amending Existing Rules for
Portfolio Depositary Receipts and Index Fund Shares).
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The Commission has determined to waive the five-day pre-filing
notice requirement. In addition, the Commission believes that waiving
the 30-day operative delay is consistent with the protection of
investors and the public interest because such waiver would permit a
smoother transition to the AEMI-One and AEMI rules. The Commission
notes that the proposed rule text is substantially identical to the
text of CBOE's existing legacy rules.\17\ For this reason, the
Commission designates the proposed rule change to be effective and
operative upon filing with the Commission.\18\
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\17\ See Securities Exchange Act Release Nos. 54739 and 55018,
supra note 9. The same standards previously approved by the
Commission (eligibility criteria for index components, index
methodology and calculation, and intraday dissemination of
information on estimated share values) that are already in place
with respect to securities trading on the legacy platform will, as a
result of this proposed rule change, merely continue to apply to
those same securities once they are migrated to the AEMI platform.
\18\ For the purposes only of waiving the 30-day operative
delay, the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of such proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors or otherwise in
furtherance of the purposes of the Act.\19\
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\19\ For purposes of calculating the 60-day period within which
the Commission may summarily abrogate the proposed rule change, the
Commission considers the period to commence on February 22, 2007,
the date on which the Exchange filed Amendment No. 1.
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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-Amex-2007-17 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-Amex-2007-17. 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
[[Page 10795]]
Number SR-Amex-2007-17 and should be submitted on or before March 30,
2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-4190 Filed 3-8-07; 8:45 am]
BILLING CODE 8010-01-P