Self-Regulatory Organizations; New York Stock Exchange LLC; Order Granting Accelerated Approval of Proposed Rule Change and Amendment No. 1 Thereto Relating to Proposed Amendments to Rule 600 To Provide Guidance Regarding New and Pending Arbitration Claims in Light of the Consolidation of NYSE Regulation Into NASD DR, 45077-45079 [E7-15619]
Download as PDF
Federal Register / Vol. 72, No. 154 / Friday, August 10, 2007 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56202, File No. SR–MSRB–
2007–01]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Order Approving Proposed
Rule Change to MSRB Rule G–14,
Reports of Sales or Purchases
Relating to Reporting of Transactions
in Certain Special Trading Situations
August 3, 2007.
On June 13, 2007, the Municipal
Securities Rulemaking Board (‘‘MSRB’’),
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 proposed rule
change consisting of an amendment to
and interpretation of its Rule G–14,
Reports of Sales or Purchases. The
MSRB proposed an effective date for
this proposed rule change of January 2,
2008. The proposed rule change was
published for comment in the Federal
Register on July 3, 2007.3 The
Commission received no comment
letters regarding the proposal. This
order approves the proposed rule
change.
The proposed rule change would: (i)
Clarify transaction reporting
requirements and require use of the
existing M9c0 special condition
indicator on trade reports of three types
of transactions arising in certain special
trading situations that do not represent
typical arm’s-length transactions
negotiated in the secondary market; (ii)
provide an end-of-day exception from
real-time transaction reporting for trade
reports containing the M2c0 or M9c0
special condition indicator; and (iii)
create two new special condition
indicators for purposes of reporting
certain inter-dealer transactions ‘‘late.’’
A full description of the proposal is
contained in the Commission’s Notice.
The Commission finds that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to the MSRB 4 and, in
particular, the requirements of Section
15B(b)(2)(C) of the Act 5 and the rules
and regulations thereunder. Section
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 55957
(June 26, 2007), 72 FR 36532 (July 3, 2007)
(‘‘Commission’s Notice’’).
4 In approving this rule the Commission notes
that it has considered the proposed rule’s impact on
efficiency, competition and capital formation. 15
U.S.C. 78c(f).
5 15 U.S.C. 78o–4(b)(2)(C).
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2 17
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15B(b)(2)(C) of the Act requires, among
other things, that the MSRB’s rules be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in municipal
securities, to remove impediments to
and perfect the mechanism of a free and
open market in municipal securities,
and, in general, to protect investors and
the public interest.6 In particular, the
Commission finds that the proposed
rule change is consistent with the Act
because it will allow the municipal
securities industry to produce more
accurate trade reporting and
transparency and will enhance
surveillance data used by enforcement
agencies. The proposal will be effective
January 2, 2008, as requested by the
MSRB.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,7 that the
proposed rule change (SR–MSRB–2007–
01) be, and it hereby is, approved.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.8
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–15598 Filed 8–9–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56208; File No. SR–NYSE–
2007–48]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Granting Accelerated Approval of
Proposed Rule Change and
Amendment No. 1 Thereto Relating to
Proposed Amendments to Rule 600 To
Provide Guidance Regarding New and
Pending Arbitration Claims in Light of
the Consolidation of NYSE Regulation
Into NASD DR
August 6, 2007.
I. Introduction
On May 23, 2007, the New York Stock
Exchange LLC (‘‘NYSE’’ 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
6 Id.
7 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
8 17
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Fmt 4703
Sfmt 4703
45077
19b–4 thereunder,2 a proposed rule
change amending NYSE Rule 600 and
proposing new NYSE Rule 600A. On
June 4, 2007, the Commission published
for comment the proposed rule change
in the Federal Register.3 The
Commission received one comment on
the proposal.4 On June 21, 2007, the
NYSE filed Amendment No. 1 to revise
the proposed rule change.5 On July 11,
2007, the Commission published for
comment the proposed rule change, as
amended, in the Federal Register.6 The
Commission received no comments on
the proposed rule change, as amended.
This order approves the proposed rule
change, as amended, on an accelerated
basis.
II. Description of the Proposal
NYSE proposes to amend current Rule
600 and adopt a new Rule 600A. The
purpose of the proposed rule change is
to provide guidance regarding both new
and pending arbitration claims in light
of the consolidation of the member firm
regulation function of NYSE Regulation,
Inc. (‘‘NYSE Regulation’’) with the
National Association of Securities
Dealers, Inc. (‘‘NASD’’).7 On July 30,
2007,8 NYSE Regulation ceased to
provide an arbitration program, and its
arbitration department (‘‘NYSE
Arbitration’’) was consolidated with that
of NASD Dispute Resolution, Inc.
(‘‘NASD DR’’).9 Because the
consolidation has already occurred, the
effective date of this rule change will be
when the Commission approves this
proposed rule change (SR–NYSE–2007–
48) (‘‘Effective Date’’). As a result, on
2 17
CFR 240.19b–4.
Securities Exchange Act Release No. 55818
(May 25, 2007), 72 FR 30898 (June 4, 2007).
4 See letter from Jill Gross and Nathan Perrone,
Pace Investor Rights Project, dated June 25, 2007
(‘‘Pace’’).
5 Amendment No. 1 replaced and superseded the
original filing in its entirety.
6 See Securities Exchange Act Release No. 56015
(July 5, 2007), 72 FR 37891 (July 11, 2007).
7 On July 26, 2007, the Commission approved a
proposed rule change filed by NASD to amend
NASD’s Certificate of Incorporation to reflect its
name change to Financial Industry Regulatory
Authority Inc., or FINRA, in connection with the
consolidation of the member firm regulatory
functions of NASD and NYSE Regulation. See
Securities Exchange Act Release No. 56146 (July 26,
2007), 72 FR 42190 (Aug. 1, 2007) (SR–NASD–
2007–053).
8 The consolidation of the member firm regulatory
functions did not occur until July 30, 2007, when
definitive agreements were signed by the NYSE and
NASD. Id.
9 NASD DR is now doing business as FINRA DR.
NASD DR now administers NYSE Arbitration,
which is governed by NYSE Regulation Rules 600
through 639. NASD DR also administers an
arbitration program for NYSE Arca, Inc. (‘‘NYSE
Arca’’) and NYSE Arca Equities, Inc. (‘‘NYSE Arca
Equities’’), respectively governed by NYSE Arca
and NYSE Arca Equities Rule 12.
3 See
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45078
Federal Register / Vol. 72, No. 154 / Friday, August 10, 2007 / Notices
sroberts on PROD1PC70 with PROPOSALS
and after July 30, 2007, all arbitration
claims filed prior to the Effective Date,
and previously subject to NYSE
Regulation rules and administration,
will be administered by NASD DR
pursuant to a Regulatory Services
Agreement with the NYSE.
The proposed amendments provide
that NYSE Arbitration Rules 600
through 639, and Rule 347, will only
apply to NYSE arbitration cases pending
prior to the Effective Date, and that,
thereafter, disputes between NYSE
member organizations, associated
persons, and/or their customers will be
arbitrated under the NASD DR Codes of
Arbitration Procedure.
The rules governing the
administration of any particular
arbitration will depend on the date the
case was filed. This will ensure that any
person that filed an arbitration under a
particular set of arbitration rules will
continue to have the case administered
pursuant to those rules through to the
case’s conclusion. There are two
categories of cases. First, NYSE
arbitration cases filed before the
Effective Date will continue to be
governed by existing NYSE Regulation
arbitration rules, as will pending NYSE
Arca and NYSE Arca Equities cases filed
on or after February 1, 2007.10 Second,
those NYSE Arca and NYSE Arca
Equities cases filed on or prior to
January 31, 2007 are (and will continue
to be) governed by Rule 12.11
Proposed Exchange Rule 600A(a)
provides detailed guidance concerning
claims involving member organizations
and/or associated persons that are
asserted on and after the Effective Date.
First, any dispute, claim or controversy
between or among member
organizations and/or associated persons
shall be arbitrated pursuant to the
NASD DR Codes of Arbitration
Procedure. Second, any dispute, claim
or controversy between a customer or a
non-member and a member organization
and/or associated person arising in
connection with the business of such
member organization and/or in
connection with the activities of an
associated person shall be arbitrated
pursuant to NASD DR Codes of
Arbitration Procedure as provided by
10 See Securities Exchange Act Release No. 55142
(January 19, 2007), 72 FR 3898 (January 26, 2007)
(SR–NYSEArca–2006–54) and Securities Exchange
Act Release No. 55141 (January 19, 2007), 72 FR
3897 (January 26, 2007) (SR–NYSEArca–2006–55).
11 The Commission also is considering rule filings
that would consolidate the NYSE Arca arbitration
program into NASD DR. See Securities Exchange
Act Release No. 56071 (July 13, 2007), 72 FR 40184
(July 23, 2007) (SR–NYSEArca–2007–59); and
Securities Exchange Act Release No. 56070 (July 13,
2007), 72 FR 40188 (July 23, 2007) (SR–NYSEArca–
2007–60).
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16:37 Aug 09, 2007
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any duly executed and enforceable
written agreement, or upon the demand
of the customer or non-member. This
obligation to arbitrate shall extend only
to those matters that are permitted to be
arbitrated under NASD DR Codes of
Arbitration Procedure.
In almost all cases the change from
NYSE to NASD DR arbitration rules
should not result in material,
substantive differences to persons
participating in the arbitration process.
However, one difference is the treatment
of employment discrimination claims.
NASD DR rules provide that any claim
alleging employment discrimination,
including any sexual harassment claims,
in violation of a statute, will be eligible
for arbitration pursuant to either a predispute or a post-dispute agreement to
arbitrate. In contrast, Exchange Rule
600(f) and Exchange Rule 347(b) permit
claims to be arbitrated only when the
parties have agreed to arbitrate the claim
after it has arisen.
Rule 347(a) provides that a
controversy between a registered
representative and a member
organization ‘‘arising out of the
employment or termination of
employment of such registered
representative’’ shall be arbitrated at the
request of any party. These employment
claims will continue to be covered by
NASD DR Rule 13200(a), which requires
the arbitration of disputes arising out of
the ‘‘business activities’’ of a member or
an associated person and is between or
among members, members and
associated persons, or associated
persons. Accordingly, Rule 600 will be
amended to provide that Rule 347 will
apply only to claims filed before the
Effective Date.
Proposed Rule 600A(b) will explicitly
retain the Exchange’s enforcement
authority related to arbitration.
Proposed Rule 600A(c) also will retain
the substance of current Exchange Rule
637, regarding the obligation to honor
arbitration awards and will specify that
failure to submit a matter to arbitration
as required by Rule 600A will subject
the member organization to Exchange
disciplinary action. Finally, proposed
Rule 600A(d) will specify that the
submission of any matter to arbitration
as provided for under the Rule will in
no way limit or preclude any right,
action or determination by the Exchange
that it would otherwise be authorized to
adopt, administer or enforce.
III. Summary of Comment Received
The Commission received one
comment on the proposal.12 The
commenter supported the proposed rule
12 Pace.
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Fmt 4703
Sfmt 4703
change because it would reduce
confusion for investors. The commenter
also noted that the regulatory
consolidation is beneficial for investors
with claims up to $50,000 because
existing NASD rules provide greater
investor choice and lower forum costs
than the NYSE.13
The commenter also urged NASD to
adopt a rule, similar to a pending NYSE
rule, that would permit one arbitrator to
hear claims up to $200,000, instead of
$50,000 under existing NASD rules.14
As this additional point related to
matters not covered by the proposed
rule change, it is beyond the scope of
the proposed rule change.
IV. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change, as
amended, is consistent with the
requirements of section 6(b)(5) 15 of the
Act, which requires, among other
things, that the rules of an Exchange be
designed to promote just and equitable
principles of trade and to protect
investors and the public interest. The
Commission believes that the proposed
rule change will streamline the
arbitration process and provide for a
unified and more efficient arbitration
forum with one set of arbitration rules
and administrative procedures. This
will allow resources to be devoted to
maintaining and improving the NASD
DR program, rather than splitting
resources between two mainly
duplicative programs. The Commission
also believes the proposed rule change
will provide for a clear and orderly
transition. As a result, the proposed rule
change will better protect investors and
the public interest.16
The Commission finds good cause to
approve the proposed rule change, as
amended, prior to the thirtieth day after
the proposal was published for
comment in the Federal Register. This
approval allows the proposed rule
change to take effect without delay.
Because the proposed rule change will
provide for a clear and orderly
transition from NYSE Arbitration to
NASD DR, accelerated approval is
necessary to provide clarity to investors
regarding the appropriate forums for
pending and future arbitration claims.
In light of the recent consolidation,
accelerated approval of the proposed
rule change also will allow NASD DR
13 Id.
14 Id.
15 15
U.S.C. 78f(b)(5).
approving the proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition and capital
formation. See 15 U.S.C. 78c(f).
16 In
E:\FR\FM\10AUN1.SGM
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Federal Register / Vol. 72, No. 154 / Friday, August 10, 2007 / Notices
and NYSE Regulation to ensure that
their arbitration programs are fully
consolidated in a timely and efficient
manner, without any further delay or
uncertainty.
For these reasons, the Commission
finds good cause, consistent with
section 19(b)(2) of the Act, to grant
accelerated approval to the proposed
rule change.
V. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Act 17 that the
proposed rule change, as modified by
Amendment No. 1 (SR–NYSE–2007–48),
be, and hereby is, approved on an
accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.18
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–15619 Filed 8–9–07; 8:45 am]
(SSA), Social Security Administration,
DCBFM, Attn: Reports Clearance
Officer, 1333 Annex Building, 6401
Security Blvd., Baltimore, MD
21235,Fax: 410–965–6400, E-mail
address: OPLM.RCO@ssa.gov
The information collections listed
below have been submitted to OMB for
clearance. Your comments on the
information collections would be most
useful if received by OMB and SSA
within 30 days from the date of this
publication. You can obtain a copy of
the OMB clearance packages by
emailing OPLM.RCO@ssa.gov.
1. Consent Based Social Security
Number Verification Process—0960–
NEW.
Note: Please note that we published the 60day Federal Register Notice for this collection
on December 30, 2005, at 70 FR 77439. For
the year and a half following that date, we
have communicated with multiple
businesses interested in this collection and
have significantly altered our business
process plan based on their comments.
BILLING CODE 8010–01–P
Background
SOCIAL SECURITY ADMINISTRATION
sroberts on PROD1PC70 with PROPOSALS
Agency Information Collection
Activities: Comment Request
The Social Security Administration
(SSA) publishes a list of information
collection packages that will require
clearance by the Office of Management
and Budget (OMB) in compliance with
Public Law 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. The information collection
packages that are included in this notice
are for new information collections and
revisions to OMB-approved information
collections.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and on ways
to minimize burden on respondents,
including the use of automated
collection techniques or other forms of
information technology. Written
comments and recommendations
regarding the information collection(s)
should be submitted to the OMB Desk
Officer and the SSA Reports Clearance
Officer. The information can be mailed,
faxed or emailed to the individuals at
the addresses and fax numbers listed
below:
(OMB), Office of Management and
Budget, Attn: Desk Officer for SSA,
Fax: 202–395–6974, E-mail address:
OIRA_Submission@omb.eop.gov
17 15
18 17
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
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16:37 Aug 09, 2007
Jkt 211001
The Social Security Administration
(SSA) has provided limited fee based
Social Security Number (SSN)
verification service to private businesses
and other requesters that obtain a valid,
signed consent form from the Social
Security Number Holder. Based on the
consent forms, SSA verifies the Number
Holders’ SSNs for the requesting party.
The Privacy Act of 1974, 5 U.S.C.
552a(b), section 1106 of the Social
Security Act, 42 U.S.C. 1306, and SSA
regulation at 20 CFR 401.100 establish
the legal authority for SSA to provide
SSN verifications to third party
requesters based on consent. Currently,
the consent-based SSN verification
service for high volume requesters is a
paper-driven, labor-intensive process. In
recent years, the demand for SSN
verification has grown within the
business community. As a result, SSA is
developing an Agency strategy to
perform fee based SSN verifications
with consent in a high volume,
centralized process.
The Consent Based Social Security
Number Verification (CBSV) process is
the first phase of the Agency’s long term
strategy to provide the business
community with fee based disclosures
with consent in high volume. SSA is
developing CBSV as a user-friendly,
Internet-based application with
safeguards that will protect the public’s
information. In addition to the benefit of
providing high volume, centralized SSN
verification services to the business
community in a secure manner, CBSV
also will provide the Agency with
PO 00000
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Fmt 4703
Sfmt 4703
45079
inherent cost and workload
management benefits.
SSA is in the planning stage of
developing the Agency’s second phase
of the fee-based web service system
which would provide private industry
and other third party requesters with
disability and retirement data (including
insured status information, dates of
entitlement, and benefit amounts). This
process, the Consent Based Benefit
Information System (CBBI), would assist
private insurance or pension benefit
companies to determine private
entitlements and coordinate entitlement
to such benefits. These actions help the
requesters to reduce and/or eliminate
the overpayment of these benefits to
their insured clients. Similar to the
CBSV process, companies would be
required to enter into a legal agreement
with SSA, obtain written consent from
the record holder, reimburse SSA, and
follow SSA’s established systems
security and audit guidelines.
The CBSV Collection
The CBSV is a fee-based automated
SSN verification service that can be
used by private businesses and other
requesting parties who register with
SSA to use the system and have
obtained valid consent from Number
Holders. The purpose of the information
collection is to verify for the requesting
party that the submitted name and SSN
match or do not match the information
contained in the SSA records. After
completing a registration process and
paying the fee, the requesting party can
submit a file through the CBSV Internet
application containing names of
Number Holders who have given valid
consent, along with each Number
Holder’s accompanying SSN and date of
birth (if available) or obtain real-time
results using a web service application
or SSA’s Business Services Online
(BSO) application. The Agency matches
the information against SSA’s Master
File of Social Security Numbers, using
SSN, name, date of birth and gender
code (if available). If batch mode was
used, the requesting party retrieves the
results file from SSA; the results file
indicates a match or no match for each
SSN submitted.
Under the CBSV process, the
requesting party does not submit the
consent forms to SSA. SSA will require
each requesting party to retain a valid
consent form for each SSN verification
request for a period of seven years. The
requesting party is permitted to retain
the consent forms in either electronic or
paper format.
To ensure the integrity of the CBSV
Process, SSA has added a strong audit
component that requires audits (called
E:\FR\FM\10AUN1.SGM
10AUN1
Agencies
[Federal Register Volume 72, Number 154 (Friday, August 10, 2007)]
[Notices]
[Pages 45077-45079]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-15619]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-56208; File No. SR-NYSE-2007-48]
Self-Regulatory Organizations; New York Stock Exchange LLC; Order
Granting Accelerated Approval of Proposed Rule Change and Amendment No.
1 Thereto Relating to Proposed Amendments to Rule 600 To Provide
Guidance Regarding New and Pending Arbitration Claims in Light of the
Consolidation of NYSE Regulation Into NASD DR
August 6, 2007.
I. Introduction
On May 23, 2007, the New York Stock Exchange LLC (``NYSE'' 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
proposed rule change amending NYSE Rule 600 and proposing new NYSE Rule
600A. On June 4, 2007, the Commission published for comment the
proposed rule change in the Federal Register.\3\ The Commission
received one comment on the proposal.\4\ On June 21, 2007, the NYSE
filed Amendment No. 1 to revise the proposed rule change.\5\ On July
11, 2007, the Commission published for comment the proposed rule
change, as amended, in the Federal Register.\6\ The Commission received
no comments on the proposed rule change, as amended. This order
approves the proposed rule change, as amended, on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 55818 (May 25,
2007), 72 FR 30898 (June 4, 2007).
\4\ See letter from Jill Gross and Nathan Perrone, Pace Investor
Rights Project, dated June 25, 2007 (``Pace'').
\5\ Amendment No. 1 replaced and superseded the original filing
in its entirety.
\6\ See Securities Exchange Act Release No. 56015 (July 5,
2007), 72 FR 37891 (July 11, 2007).
---------------------------------------------------------------------------
II. Description of the Proposal
NYSE proposes to amend current Rule 600 and adopt a new Rule 600A.
The purpose of the proposed rule change is to provide guidance
regarding both new and pending arbitration claims in light of the
consolidation of the member firm regulation function of NYSE
Regulation, Inc. (``NYSE Regulation'') with the National Association of
Securities Dealers, Inc. (``NASD'').\7\ On July 30, 2007,\8\ NYSE
Regulation ceased to provide an arbitration program, and its
arbitration department (``NYSE Arbitration'') was consolidated with
that of NASD Dispute Resolution, Inc. (``NASD DR'').\9\ Because the
consolidation has already occurred, the effective date of this rule
change will be when the Commission approves this proposed rule change
(SR-NYSE-2007-48) (``Effective Date''). As a result, on
[[Page 45078]]
and after July 30, 2007, all arbitration claims filed prior to the
Effective Date, and previously subject to NYSE Regulation rules and
administration, will be administered by NASD DR pursuant to a
Regulatory Services Agreement with the NYSE.
---------------------------------------------------------------------------
\7\ On July 26, 2007, the Commission approved a proposed rule
change filed by NASD to amend NASD's Certificate of Incorporation to
reflect its name change to Financial Industry Regulatory Authority
Inc., or FINRA, in connection with the consolidation of the member
firm regulatory functions of NASD and NYSE Regulation. See
Securities Exchange Act Release No. 56146 (July 26, 2007), 72 FR
42190 (Aug. 1, 2007) (SR-NASD-2007-053).
\8\ The consolidation of the member firm regulatory functions
did not occur until July 30, 2007, when definitive agreements were
signed by the NYSE and NASD. Id.
\9\ NASD DR is now doing business as FINRA DR. NASD DR now
administers NYSE Arbitration, which is governed by NYSE Regulation
Rules 600 through 639. NASD DR also administers an arbitration
program for NYSE Arca, Inc. (``NYSE Arca'') and NYSE Arca Equities,
Inc. (``NYSE Arca Equities''), respectively governed by NYSE Arca
and NYSE Arca Equities Rule 12.
---------------------------------------------------------------------------
The proposed amendments provide that NYSE Arbitration Rules 600
through 639, and Rule 347, will only apply to NYSE arbitration cases
pending prior to the Effective Date, and that, thereafter, disputes
between NYSE member organizations, associated persons, and/or their
customers will be arbitrated under the NASD DR Codes of Arbitration
Procedure.
The rules governing the administration of any particular
arbitration will depend on the date the case was filed. This will
ensure that any person that filed an arbitration under a particular set
of arbitration rules will continue to have the case administered
pursuant to those rules through to the case's conclusion. There are two
categories of cases. First, NYSE arbitration cases filed before the
Effective Date will continue to be governed by existing NYSE Regulation
arbitration rules, as will pending NYSE Arca and NYSE Arca Equities
cases filed on or after February 1, 2007.\10\ Second, those NYSE Arca
and NYSE Arca Equities cases filed on or prior to January 31, 2007 are
(and will continue to be) governed by Rule 12.\11\
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release No. 55142 (January 19,
2007), 72 FR 3898 (January 26, 2007) (SR-NYSEArca-2006-54) and
Securities Exchange Act Release No. 55141 (January 19, 2007), 72 FR
3897 (January 26, 2007) (SR-NYSEArca-2006-55).
\11\ The Commission also is considering rule filings that would
consolidate the NYSE Arca arbitration program into NASD DR. See
Securities Exchange Act Release No. 56071 (July 13, 2007), 72 FR
40184 (July 23, 2007) (SR-NYSEArca-2007-59); and Securities Exchange
Act Release No. 56070 (July 13, 2007), 72 FR 40188 (July 23, 2007)
(SR-NYSEArca-2007-60).
---------------------------------------------------------------------------
Proposed Exchange Rule 600A(a) provides detailed guidance
concerning claims involving member organizations and/or associated
persons that are asserted on and after the Effective Date. First, any
dispute, claim or controversy between or among member organizations
and/or associated persons shall be arbitrated pursuant to the NASD DR
Codes of Arbitration Procedure. Second, any dispute, claim or
controversy between a customer or a non-member and a member
organization and/or associated person arising in connection with the
business of such member organization and/or in connection with the
activities of an associated person shall be arbitrated pursuant to NASD
DR Codes of Arbitration Procedure as provided by any duly executed and
enforceable written agreement, or upon the demand of the customer or
non-member. This obligation to arbitrate shall extend only to those
matters that are permitted to be arbitrated under NASD DR Codes of
Arbitration Procedure.
In almost all cases the change from NYSE to NASD DR arbitration
rules should not result in material, substantive differences to persons
participating in the arbitration process. However, one difference is
the treatment of employment discrimination claims. NASD DR rules
provide that any claim alleging employment discrimination, including
any sexual harassment claims, in violation of a statute, will be
eligible for arbitration pursuant to either a pre-dispute or a post-
dispute agreement to arbitrate. In contrast, Exchange Rule 600(f) and
Exchange Rule 347(b) permit claims to be arbitrated only when the
parties have agreed to arbitrate the claim after it has arisen.
Rule 347(a) provides that a controversy between a registered
representative and a member organization ``arising out of the
employment or termination of employment of such registered
representative'' shall be arbitrated at the request of any party. These
employment claims will continue to be covered by NASD DR Rule 13200(a),
which requires the arbitration of disputes arising out of the
``business activities'' of a member or an associated person and is
between or among members, members and associated persons, or associated
persons. Accordingly, Rule 600 will be amended to provide that Rule 347
will apply only to claims filed before the Effective Date.
Proposed Rule 600A(b) will explicitly retain the Exchange's
enforcement authority related to arbitration. Proposed Rule 600A(c)
also will retain the substance of current Exchange Rule 637, regarding
the obligation to honor arbitration awards and will specify that
failure to submit a matter to arbitration as required by Rule 600A will
subject the member organization to Exchange disciplinary action.
Finally, proposed Rule 600A(d) will specify that the submission of any
matter to arbitration as provided for under the Rule will in no way
limit or preclude any right, action or determination by the Exchange
that it would otherwise be authorized to adopt, administer or enforce.
III. Summary of Comment Received
The Commission received one comment on the proposal.\12\ The
commenter supported the proposed rule change because it would reduce
confusion for investors. The commenter also noted that the regulatory
consolidation is beneficial for investors with claims up to $50,000
because existing NASD rules provide greater investor choice and lower
forum costs than the NYSE.\13\
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\12\ Pace.
\13\ Id.
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The commenter also urged NASD to adopt a rule, similar to a pending
NYSE rule, that would permit one arbitrator to hear claims up to
$200,000, instead of $50,000 under existing NASD rules.\14\ As this
additional point related to matters not covered by the proposed rule
change, it is beyond the scope of the proposed rule change.
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\14\ Id.
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IV. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change, as amended, is consistent with the requirements of section
6(b)(5) \15\ of the Act, which requires, among other things, that the
rules of an Exchange be designed to promote just and equitable
principles of trade and to protect investors and the public interest.
The Commission believes that the proposed rule change will streamline
the arbitration process and provide for a unified and more efficient
arbitration forum with one set of arbitration rules and administrative
procedures. This will allow resources to be devoted to maintaining and
improving the NASD DR program, rather than splitting resources between
two mainly duplicative programs. The Commission also believes the
proposed rule change will provide for a clear and orderly transition.
As a result, the proposed rule change will better protect investors and
the public interest.\16\
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\15\ 15 U.S.C. 78f(b)(5).
\16\ In approving the proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition and
capital formation. See 15 U.S.C. 78c(f).
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The Commission finds good cause to approve the proposed rule
change, as amended, prior to the thirtieth day after the proposal was
published for comment in the Federal Register. This approval allows the
proposed rule change to take effect without delay. Because the proposed
rule change will provide for a clear and orderly transition from NYSE
Arbitration to NASD DR, accelerated approval is necessary to provide
clarity to investors regarding the appropriate forums for pending and
future arbitration claims. In light of the recent consolidation,
accelerated approval of the proposed rule change also will allow NASD
DR
[[Page 45079]]
and NYSE Regulation to ensure that their arbitration programs are fully
consolidated in a timely and efficient manner, without any further
delay or uncertainty.
For these reasons, the Commission finds good cause, consistent with
section 19(b)(2) of the Act, to grant accelerated approval to the
proposed rule change.
V. Conclusion
It is therefore ordered, pursuant to section 19(b)(2) of the Act
\17\ that the proposed rule change, as modified by Amendment No. 1 (SR-
NYSE-2007-48), be, and hereby is, approved on an accelerated basis.
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\17\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-15619 Filed 8-9-07; 8:45 am]
BILLING CODE 8010-01-P