Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to an Information Memorandum That Reflects the Changes to Disciplinary Proceedings at NYSE Regulation, Inc. as a Result of the Regulatory Consolidation With the National Association of Securities Dealers, Inc., 43310-43312 [E7-15096]
Download as PDF
43310
Federal Register / Vol. 72, No. 149 / Friday, August 3, 2007 / Notices
Nasdaq Market Center trading activity.
Recently, however, Nasdaq enhanced
the Risk Management product to allow
drop copies of execution reports on
trades taking place in other market
centers to be delivered to a clearing
firm’s Nasdaq Risk Management
workstation.
Nasdaq has decided to provide access
to this enhanced Risk Management
workstation functionality free of charge
to clearing firms for each away market
center from which the clearing firm
elects to have Nasdaq’s Risk
Management system receive execution
drop copies for a trial period ending
September 30, 2007 to provide an
incentive for clearing firms to take
advantage of this new Risk Management
functionality, and to enhance the
exposure of the new Risk Management
functionality to the marketplace. At the
end of the promotional trial period,
clearing firms will have the option to
discontinue their use of this new Risk
Management functionality or begin
paying for it at the normal $375 permonth per-workstation rate.
2. Statutory Basis
Nasdaq believes that the proposed
rule change is consistent with the
provisions of section 6 of the Act,6 in
general, and with section 6(b)(4) of the
Act,7 in particular, in that they provide
for the equitable allocation of reasonable
dues, fees and other charges among
members and issuers and other persons
using any facility or system which
Nasdaq operates or controls. In
particular, Nasdaq believes that its
proposal to waive this fee for a trial
period provides appropriate incentives
to encourage clearing firms’ use of
Nasdaq’s enhanced Risk Management
workstation functionality and drop copy
service on an equitable basis.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
mstockstill on PROD1PC66 with NOTICES
Nasdaq 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 purposes of the Act, as amended.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received from
Members, Participants, or Others
Written comments were neither
solicited nor received.
6 15
7 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
VerDate Aug<31>2005
18:17 Aug 02, 2007
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)(ii) of the Act 8 and
subparagraph (f)(2) of Rule 19b–4
thereunder because it establishes or
changes a due, fee, or other charge
imposed by Nasdaq on its members.9 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.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, 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–NASDAQ–2007–057 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–NASDAQ–2007–057. 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
8 15
9 17
Jkt 211001
PO 00000
U.S.C. 78s(b)(3)(a)(ii).
CFR 240.19b–4(f)(2).
Frm 00089
Fmt 4703
Sfmt 4703
the Commission’s Public Reference
Section, 100 F Street, NE., Washington,
DC 20549–1090, on official business
days between the hours of 10 a.m. and
3 p.m. 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–NASDAQ–2007–057 and
should be submitted on or before
August 24,2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.10
Nancy M. Morris,
Secretary.
[FR Doc. E7–15069 Filed 8–2–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56169; File No. SR–NYSE–
2007–69]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to an
Information Memorandum That
Reflects the Changes to Disciplinary
Proceedings at NYSE Regulation, Inc.
as a Result of the Regulatory
Consolidation With the National
Association of Securities Dealers, Inc.
July 30, 2007.
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on July 26,
2007, 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 substantially prepared by the
NYSE. The NYSE has designated the
proposed rule change as constituting a
stated policy, practice, or interpretation
with respect to the meaning,
administration, or enforcement of an
existing rule of the self-regulatory
organization under section 19(b)(3)(A)(i)
of the Act 3 and Rule 19b–4(f)(1)
thereunder,4 which renders the proposal
10 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)(i).
4 17 CFR 240.19b–4(f)(1).
1 15
E:\FR\FM\03AUN1.SGM
03AUN1
Federal Register / Vol. 72, No. 149 / Friday, August 3, 2007 / Notices
of firms (‘‘NYSE Member Firm Rules’’).5
However, NASD will not be
incorporating NYSE Rules 475, 476, and
476A, which are the Exchange’s rules
that govern disciplinary procedures at
the Exchange (the ‘‘NYSE Disciplinary
I. Self-Regulatory Organization’s
Rules’’).
Statement of the Terms of Substance of
In particular, in connection with the
the Proposed Rule Change
Transaction, certain staff and functions
of NYSE Regulation’s Division of
This filing consists of an NYSE
Enforcement will transfer to FINRA,
Regulation, Inc. (‘‘NYSE Regulation’’)
which will assume responsibility for all
Information Memo that reflects the
investigations and disciplinary
changes to disciplinary proceedings at
proceedings relating to violations of
NYSE Regulation as a result of the
NYSE Member Firm Rules by NYSE
regulatory consolidation with the
member organizations and members.
National Association of Securities
However, whether FINRA will conduct
Dealers, Inc (‘‘NASD’’). The text of the
existing NYSE Regulation Enforcement
proposed rule change, including the
actions pursuant to FINRA Code of
Information Memo, is available on the
NYSE’s Web site (https://www.nyse.com), Procedure or the NYSE Disciplinary
Rules will depend on the status of the
at the principal office of the NYSE, and
investigation as of the closing date.6
at the Commission’s Public Reference
The Information Memo advises NYSE
Room.
members and member organizations
II. Self-Regulatory Organization’s
how NYSE Regulation disciplinary
Statement of the Purpose of, and
actions will be handled following the
Statutory Basis for, the Proposed Rule
close of the Transaction. In particular,
Change
the Information Memo explains how the
status of the investigation as of the
In its filing with the Commission, the
closing date will govern which
NYSE included statements concerning
procedures will apply to a particular
the purpose of, and basis for, the
proposed rule change and discussed any investigation, as follows:
If NYSE Regulation asserted
comments it received on the proposed
rule change. The text of these statements jurisdiction over an individual or
may be examined at the places specified member organization pursuant to NYSE
in Item IV below. The NYSE has
5 NASD’s incorporation of the NYSE Member
prepared summaries, set forth in
Firm Rules is the subject of SR–NASD–2007–054.
sections A, B, and C below, of the most
See Securities Exchange Act Release No. 56147
(July 26, 2007). Pursuant to Section 17(d) of the Act
significant aspects of such statements.
effective upon receipt of this filing by
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
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
On November 28, 2006, NYSE
Regulation and NASD announced a plan
to consolidate their member regulation
operations into a combined
organization, which will be known as
the Financial Industry Regulatory
Authority (‘‘FINRA’’). FINRA will be the
sole U.S. private-sector provider of
member firm regulation for securities
firms that conduct business with the
public (the ‘‘Transaction’’). The purpose
of this filing is to submit to the
Commission an Information Memo
concerning changes to disciplinary
proceedings at NYSE Regulation
because of the Transaction.
As explained in the Information
Memo, FINRA will incorporate certain
NYSE rules that pertain to member
conduct, including rules relating to
financial and operational standards of
member organizations, books and
records, and other non-trading functions
VerDate Aug<31>2005
18:17 Aug 02, 2007
Jkt 211001
and Rule 17d–2 thereunder, FINRA and NYSE
Regulation have agreed on a plan to allocate
regulatory responsibility relating to the NYSE
Member Firm Rules to FINRA (the ‘‘17d–2
Agreement’’). See Securities Exchange Act Release
No. 56148 (July 26, 2007) (File No. 4–544).
6 In connection with the Transaction, the
Exchange has filed with the Commission a
proposed rule filing to amend NYSE Rule 2 to
require FINRA membership as a prerequisite to
becoming an NYSE member organization. See SR–
NYSE–2007–67. In addition, NASD has filed with
the Commission amendments to its membership
requirements to provide for a waive-in process to
approve current NYSE member organizations that
are not also NASD members (‘‘NYSE-only member
organizations’’) as FINRA members. See SR–NASD–
2007–56. If these two filings are approved and
NYSE-only member organizations are then
approved as FINRA members, FINRA will be
responsible for disciplinary proceedings described
herein pursuant to the 17d–2 Agreement. In that
interim period before the two filings are approved,
FINRA will have authority to conduct disciplinary
proceedings relating to the NYSE Member Firm
Rules pursuant to a Regulatory Services Agreement
among FINRA, NYSE Regulation, and the NYSE
(the ‘‘RSA’’).
Prior to the date that an NYSE-only member
organization is approved as a FINRA member, it
will continue to be subject to NYSE Regulation
disciplinary procedures. Accordingly, whether
NYSE Regulation or FINRA procedures will govern
disciplinary proceedings will be based on the date
that the NYSE-only member organization is
approved as a FINRA member, and not on the
closing date.
PO 00000
Frm 00090
Fmt 4703
Sfmt 4703
43311
Rule 477 before the closing date of the
Transaction, for those investigations
relating to NYSE Member Firm Rules,
depending on the date of termination
from the industry, FINRA may have
jurisdiction after the closing date of the
Transaction to continue any
investigation noticed in such letter and
to bring a disciplinary proceeding at the
conclusion of such investigation if it is
deemed appropriate. If FINRA does not
have jurisdiction, FINRA may continue
to investigate such matters, but any
resulting disciplinary proceedings will
be subject to the NYSE Disciplinary
Rules.7
The applicable disciplinary rules and
forum for any disciplinary proceedings
that may result from a current NYSE
Regulation investigation will depend on
whether NYSE Regulation has already
filed a Charge Memorandum or
Stipulation of Facts and Consent to
Penalty (‘‘Stipulation and Consent’’) as
of the closing date of the Transaction.
If NYSE Regulation has filed a Charge
Memorandum or Stipulation and
Consent as of the date of the closing,
such matter (including any later
appeals) will be adjudicated in
accordance with the NYSE Disciplinary
Rules and before the NYSE Hearing
Board. Pursuant to the RSA, NYSE
Regulation staff who will be transferring
to FINRA may continue to participate in
such proceedings.
If NYSE Regulation has not filed a
Charge Memorandum or Stipulation and
Consent as of the date of the closing in
connection with an investigation
relating to NYSE Member Firm Rules,
the matter (including any later appeals)
would be adjudicated by FINRA,
pursuant to the FINRA (currently
NASD) Code of Procedure, which
includes FINRA’s Acceptance, Waiver,
and Consent process.
NYSE Hearing Board decisions that
have been, or could be, appealed under
NYSE Rule 476 will be addressed
pursuant to the current NYSE
disciplinary rules. Matters initiated by
FINRA pursuant to its Code of
Procedure following the closing date,
even if initiated as the result of an
investigation that began at NYSE
Regulation, would be appealed in
accordance with FINRA’s rules and
procedures for such appeals.
The applicable rule and forum for
summary proceedings that are currently
adjudicated pursuant to NYSE Rule 475
will depend on whether NYSE
Regulation has notified the person or
entity in writing of the summary action
before the date of closing. If the
7 FINRA will have the authority to conduct such
disciplinary proceedings pursuant to the RSA.
E:\FR\FM\03AUN1.SGM
03AUN1
43312
Federal Register / Vol. 72, No. 149 / Friday, August 3, 2007 / Notices
notification in writing has occurred
before the date of closing, the matter
will be adjudicated pursuant to NYSE
Disciplinary Rules. If no such
notification has occurred, the matter
will be addressed by FINRA, pursuant
to FINRA rules.
Minor violations of Member Firm
Rules that are currently adjudicated
under NYSE Rule 476A (Imposition of
Fines for Minor Violation(s) of Rules)
(also known as summary fines) will be
handled as follows: If a summary fine
notice relating to any violation,
including violations of Member Firm
Rules, is issued before the date of
closing, the matter will be adjudicated
pursuant to NYSE rules. With respect to
matters arising after the date of closing,
NASD expects to file a rule change to
modify its Minor Rule Violation Plan
(‘‘MRVP’’) to include the NYSE Member
Firm Rules that, as of the date of such
filing, are listed in NYSE Rule 476A. If
the Commission approves that filing,
after the closing, FINRA will be
authorized to impose fines under
FINRA’s MRVP for minor violations by
dual members of the NYSE Member
Firm Rules enumerated in FINRA’s
MRVP.8
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of section 6 9 of the Act 10
in general and furthers the objectives of
section 6(b)(5) 11 in particular, in that it
is designed 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 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
mstockstill on PROD1PC66 with NOTICES
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
8 Pending approval of SR–NASD–2007–55,
FINRA will have the authority to impose MRVP
fines that relate to the NYSE Member Firm Rules
pursuant to the RSA.
9 15 U.S.C. 78f.
10 15 U.S.C. 78a.
11 15 U.S.C. 78f(b)(5).
VerDate Aug<31>2005
18:17 Aug 02, 2007
Jkt 211001
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)
of the Act 12 and Rule 19b–4(f)(1) 13
thereunder because it constitutes a
stated policy, practice or interpretation
with respect to the meaning,
administration, or enforcement of an
existing rule. At any time within 60
days of the filing of such proposed rule
change, the Commission may summarily
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSE–2007–69 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–NYSE–2007–69. 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, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the NYSE. 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–2007–69 and should
be submitted on or before August 24,
2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.14
Nancy M. Morris,
Secretary.
[FR Doc. E7–15096 Filed 8–2–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56166; File No. SR–Phlx–
2007–52]
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Notice of Filing and Order Granting
Accelerated Approval of Proposed
Rule Change Relating to Transaction
Charges Applicable to Linkage ‘‘P’’
and ‘‘P/A’’ Orders
July 30, 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 July 19,
2007, the Philadelphia Stock Exchange,
Inc. (‘‘Phlx’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Exchange. This order provides notice of
the proposed rule change and approves
the proposed rule change on an
accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Phlx proposes to extend, for a
one-year period, a pilot relating to
transaction fees applicable to the
execution of Principal Acting as Agent
14 17
12 15
U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(1).
PO 00000
Frm 00091
Fmt 4703
Sfmt 4703
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\03AUN1.SGM
03AUN1
Agencies
[Federal Register Volume 72, Number 149 (Friday, August 3, 2007)]
[Notices]
[Pages 43310-43312]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-15096]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-56169; File No. SR-NYSE-2007-69]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Relating to an Information Memorandum That Reflects the Changes to
Disciplinary Proceedings at NYSE Regulation, Inc. as a Result of the
Regulatory Consolidation With the National Association of Securities
Dealers, Inc.
July 30, 2007.
Pursuant to section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on July 26, 2007, 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 substantially prepared by the
NYSE. The NYSE has designated the proposed rule change as constituting
a stated policy, practice, or interpretation with respect to the
meaning, administration, or enforcement of an existing rule of the
self-regulatory organization under section 19(b)(3)(A)(i) of the Act
\3\ and Rule 19b-4(f)(1) thereunder,\4\ which renders the proposal
[[Page 43311]]
effective upon receipt of this filing by the Commission. The Commission
is publishing this notice to solicit comments on the proposed rule
change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(i).
\4\ 17 CFR 240.19b-4(f)(1).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
This filing consists of an NYSE Regulation, Inc. (``NYSE
Regulation'') Information Memo that reflects the changes to
disciplinary proceedings at NYSE Regulation as a result of the
regulatory consolidation with the National Association of Securities
Dealers, Inc (``NASD''). The text of the proposed rule change,
including the Information Memo, is available on the NYSE's Web site
(https://www.nyse.com), at the principal office of the NYSE, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the NYSE 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.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
On November 28, 2006, NYSE Regulation and NASD announced a plan to
consolidate their member regulation operations into a combined
organization, which will be known as the Financial Industry Regulatory
Authority (``FINRA''). FINRA will be the sole U.S. private-sector
provider of member firm regulation for securities firms that conduct
business with the public (the ``Transaction''). The purpose of this
filing is to submit to the Commission an Information Memo concerning
changes to disciplinary proceedings at NYSE Regulation because of the
Transaction.
As explained in the Information Memo, FINRA will incorporate
certain NYSE rules that pertain to member conduct, including rules
relating to financial and operational standards of member
organizations, books and records, and other non-trading functions of
firms (``NYSE Member Firm Rules'').\5\ However, NASD will not be
incorporating NYSE Rules 475, 476, and 476A, which are the Exchange's
rules that govern disciplinary procedures at the Exchange (the ``NYSE
Disciplinary Rules'').
---------------------------------------------------------------------------
\5\ NASD's incorporation of the NYSE Member Firm Rules is the
subject of SR-NASD-2007-054. See Securities Exchange Act Release No.
56147 (July 26, 2007). Pursuant to Section 17(d) of the Act and Rule
17d-2 thereunder, FINRA and NYSE Regulation have agreed on a plan to
allocate regulatory responsibility relating to the NYSE Member Firm
Rules to FINRA (the ``17d-2 Agreement''). See Securities Exchange
Act Release No. 56148 (July 26, 2007) (File No. 4-544).
---------------------------------------------------------------------------
In particular, in connection with the Transaction, certain staff
and functions of NYSE Regulation's Division of Enforcement will
transfer to FINRA, which will assume responsibility for all
investigations and disciplinary proceedings relating to violations of
NYSE Member Firm Rules by NYSE member organizations and members.
However, whether FINRA will conduct existing NYSE Regulation
Enforcement actions pursuant to FINRA Code of Procedure or the NYSE
Disciplinary Rules will depend on the status of the investigation as of
the closing date.\6\
---------------------------------------------------------------------------
\6\ In connection with the Transaction, the Exchange has filed
with the Commission a proposed rule filing to amend NYSE Rule 2 to
require FINRA membership as a prerequisite to becoming an NYSE
member organization. See SR-NYSE-2007-67. In addition, NASD has
filed with the Commission amendments to its membership requirements
to provide for a waive-in process to approve current NYSE member
organizations that are not also NASD members (``NYSE-only member
organizations'') as FINRA members. See SR-NASD-2007-56. If these two
filings are approved and NYSE-only member organizations are then
approved as FINRA members, FINRA will be responsible for
disciplinary proceedings described herein pursuant to the 17d-2
Agreement. In that interim period before the two filings are
approved, FINRA will have authority to conduct disciplinary
proceedings relating to the NYSE Member Firm Rules pursuant to a
Regulatory Services Agreement among FINRA, NYSE Regulation, and the
NYSE (the ``RSA'').
Prior to the date that an NYSE-only member organization is
approved as a FINRA member, it will continue to be subject to NYSE
Regulation disciplinary procedures. Accordingly, whether NYSE
Regulation or FINRA procedures will govern disciplinary proceedings
will be based on the date that the NYSE-only member organization is
approved as a FINRA member, and not on the closing date.
---------------------------------------------------------------------------
The Information Memo advises NYSE members and member organizations
how NYSE Regulation disciplinary actions will be handled following the
close of the Transaction. In particular, the Information Memo explains
how the status of the investigation as of the closing date will govern
which procedures will apply to a particular investigation, as follows:
If NYSE Regulation asserted jurisdiction over an individual or
member organization pursuant to NYSE Rule 477 before the closing date
of the Transaction, for those investigations relating to NYSE Member
Firm Rules, depending on the date of termination from the industry,
FINRA may have jurisdiction after the closing date of the Transaction
to continue any investigation noticed in such letter and to bring a
disciplinary proceeding at the conclusion of such investigation if it
is deemed appropriate. If FINRA does not have jurisdiction, FINRA may
continue to investigate such matters, but any resulting disciplinary
proceedings will be subject to the NYSE Disciplinary Rules.\7\
---------------------------------------------------------------------------
\7\ FINRA will have the authority to conduct such disciplinary
proceedings pursuant to the RSA.
---------------------------------------------------------------------------
The applicable disciplinary rules and forum for any disciplinary
proceedings that may result from a current NYSE Regulation
investigation will depend on whether NYSE Regulation has already filed
a Charge Memorandum or Stipulation of Facts and Consent to Penalty
(``Stipulation and Consent'') as of the closing date of the
Transaction.
If NYSE Regulation has filed a Charge Memorandum or Stipulation and
Consent as of the date of the closing, such matter (including any later
appeals) will be adjudicated in accordance with the NYSE Disciplinary
Rules and before the NYSE Hearing Board. Pursuant to the RSA, NYSE
Regulation staff who will be transferring to FINRA may continue to
participate in such proceedings.
If NYSE Regulation has not filed a Charge Memorandum or Stipulation
and Consent as of the date of the closing in connection with an
investigation relating to NYSE Member Firm Rules, the matter (including
any later appeals) would be adjudicated by FINRA, pursuant to the FINRA
(currently NASD) Code of Procedure, which includes FINRA's Acceptance,
Waiver, and Consent process.
NYSE Hearing Board decisions that have been, or could be, appealed
under NYSE Rule 476 will be addressed pursuant to the current NYSE
disciplinary rules. Matters initiated by FINRA pursuant to its Code of
Procedure following the closing date, even if initiated as the result
of an investigation that began at NYSE Regulation, would be appealed in
accordance with FINRA's rules and procedures for such appeals.
The applicable rule and forum for summary proceedings that are
currently adjudicated pursuant to NYSE Rule 475 will depend on whether
NYSE Regulation has notified the person or entity in writing of the
summary action before the date of closing. If the
[[Page 43312]]
notification in writing has occurred before the date of closing, the
matter will be adjudicated pursuant to NYSE Disciplinary Rules. If no
such notification has occurred, the matter will be addressed by FINRA,
pursuant to FINRA rules.
Minor violations of Member Firm Rules that are currently
adjudicated under NYSE Rule 476A (Imposition of Fines for Minor
Violation(s) of Rules) (also known as summary fines) will be handled as
follows: If a summary fine notice relating to any violation, including
violations of Member Firm Rules, is issued before the date of closing,
the matter will be adjudicated pursuant to NYSE rules. With respect to
matters arising after the date of closing, NASD expects to file a rule
change to modify its Minor Rule Violation Plan (``MRVP'') to include
the NYSE Member Firm Rules that, as of the date of such filing, are
listed in NYSE Rule 476A. If the Commission approves that filing, after
the closing, FINRA will be authorized to impose fines under FINRA's
MRVP for minor violations by dual members of the NYSE Member Firm Rules
enumerated in FINRA's MRVP.\8\
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\8\ Pending approval of SR-NASD-2007-55, FINRA will have the
authority to impose MRVP fines that relate to the NYSE Member Firm
Rules pursuant to the RSA.
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of section 6 \9\ of the Act \10\ in general and
furthers the objectives of section 6(b)(5) \11\ in particular, in that
it is designed 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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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78a.
\11\ 15 U.S.C. 78f(b)(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
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
The foregoing rule change has become effective pursuant to section
19(b)(3)(A) of the Act \12\ and Rule 19b-4(f)(1) \13\ thereunder
because it constitutes a stated policy, practice or interpretation with
respect to the meaning, administration, or enforcement of an existing
rule. 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.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(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-NYSE-2007-69 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-NYSE-2007-69. 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, 100 F Street,
NE., Washington, DC 20549, on official business days between the hours
of 10 a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the NYSE. 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-2007-69 and should be
submitted on or before August 24, 2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Nancy M. Morris,
Secretary.
[FR Doc. E7-15096 Filed 8-2-07; 8:45 am]
BILLING CODE 8010-01-P