Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change, as Modified by Amendment No. 2, Relating to Exchange Rule 103A(a)(3) To Address Changes in the Way the Exchange Delivers Education Programs to its Members and To Clarify That the Mandatory Education Requirement Applies to All Individuals Qualified To Use a Trading License, 68932-68934 [E7-23587]
Download as PDF
68932
Federal Register / Vol. 72, No. 234 / Thursday, December 6, 2007 / Notices
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
Section, 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 filings also will be
available for inspection and copying at
the principal office of NSCC and on
NSCC’s Web site at https://
www.dtcc.com/downloads/legal/
rule_filings/2007/nscc/2007–06.pdf. 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–NSCC–2007–06 and should
be submitted on or before December 21,
2007.
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–23594 Filed 12–5–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56851; File No. SR–NYSE–
2007–106]
mstockstill on PROD1PC66 with NOTICES
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change, as Modified by
Amendment No. 2, Relating to
Exchange Rule 103A(a)(3) To Address
Changes in the Way the Exchange
Delivers Education Programs to its
Members and To Clarify That the
Mandatory Education Requirement
Applies to All Individuals Qualified To
Use a Trading License
and Rule 19b–4 thereunder,2 notice is
hereby given that on November 16,
2007, the New York Stock Exchange
LLC (‘‘NYSE’’ or the ‘‘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
Exchange. The NYSE has designated the
proposed rule change as one concerned
solely with the administration of the
Exchange pursuant to section
19(b)(3)(A)(iii) of the Act,3 and Rule
19b–4(f)(3) thereunder,4 which renders
the proposal effective upon filing with
the Commission. On November 26,
2007, the Exchange submitted
Amendment No. 1 to the proposed rule
change. The Exchange withdrew
Amendment No. 1 on November 27,
2007. The Exchange submitted
Amendment No. 2 to the proposed rule
change on November 27, 2007.5 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
NYSE is proposing to amend Rule
103A(a)(3) to address changes in the
way the Exchange delivers education
programs to its members and to clarify
that the mandatory education
requirement applies to all individuals
qualified to use a trading license, and
not just to members who are active on
the trading Floor.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
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. NYSE has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
November 28, 2007.
Pursuant to section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (‘‘Act’’)
10 17
1 15
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
VerDate Aug<31>2005
18:57 Dec 05, 2007
Jkt 214001
2 17
CFR 240.19b–4.
U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(3).
5 In Amendment No. 2, the Exchange made a
technical change to the rule text.
3 15
PO 00000
Frm 00076
Fmt 4703
Sfmt 4703
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to amend
NYSE Rule 103A to reflect certain
changes to how the Exchange delivers
its continuing education program, and
to reflect changes to the Exchange’s
membership structure, which affects
who must complete the program.
Since its inception, the Exchange’s
Floor Member Continuing Education
Program (‘‘FMCE Program’’), which
NYSE Regulation manages, has evolved
from providing semi-annual stand-up
presentations to delivering computerbased educational modules in a learning
laboratory. Because of limitations
associated with these delivery methods,
NYSE Regulation is currently upgrading
the FMCE Program to permit more
efficient and cost-effective delivery to
participants via the Internet.
In connection with these changes, the
Exchange is proposing to amend Rule
103A(a)(3) to remove the reference to
‘‘semi-annual’’ education programs, and
is proposing to shorten the time in
which program participants must
complete the program elements. In
addition, due to changes in the NYSE’s
membership structure, in which one
trading license may be used by multiple
qualified individuals over the course of
a year, the Exchange is proposing to
amend Rule 103A(a)(3) to clarify that
the education requirement applies to all
individuals qualified to use a trading
license, not just those who are actively
working as ‘‘members’’ on the Floor.
Background
NYSE Rule 103A requires the
Exchange to provide, and Exchange
Floor members to take, continuing
education. Over the years, the method
by which the Exchange delivered the
required education components has
evolved from in-person lectures to large
groups of members to individualized
computer-assisted training in a learning
laboratory setting. That evolution
reflected an ongoing assessment by the
Exchange of the most efficient way to
deliver timely continuing education and
training to a large group of Floor
members.
When the Exchange delivered the
FMCE Program in person or in a
learning laboratory, participants were
required to participate in these meetings
during extended business hours. The
current language of Rule 103A(a)(3)
reflects meeting room and laboratory
space limitations by requiring the
Exchange to deliver the FMCE Program
E:\FR\FM\06DEN1.SGM
06DEN1
mstockstill on PROD1PC66 with NOTICES
Federal Register / Vol. 72, No. 234 / Thursday, December 6, 2007 / Notices
twice a year and allowing participants
120 days from the time that they were
originally scheduled to take continuing
education to complete the requirement.
To address the space and time
limitations associated with the FMCE
Program, NYSE Regulation is in the
process of modernizing its method for
delivering the FMCE Program. As
redesigned, NYSE Regulation will offer
the FMCE Program via a web-based
interactive program that participants
can access from an Internet-capable
computer. Participants will no longer
need to come to a learning laboratory at
the Exchange facility or schedule
specific times with the Exchange to
complete the program. Instead,
participants will be able to access the
FMCE Program from their member
organization offices, under the
supervision of their member firm at a
time that is mutually convenient for the
participant and the member
organization. Changes to Rule 103A are
necessary in order to keep the rule
consistent with the new delivery
method.
In addition to the changes
necessitated by changes to the program
delivery method, the Exchange is also
proposing to amend Rule 103A to clarify
who is required to complete the FMCE
Program. Rule 103A currently applies to
all Exchange ‘‘members,’’ which, until
2006, referred to individuals who
owned or leased seats on the Exchange.
In 2006, the Exchange changed its
membership structure from seats that
were held by particular individuals
within a member organization, to
trading licenses that are not specific to
particular individuals within a member
organization.
Under the new membership structure,
in order to become a member
organization, an incorporated entity
must, among other things, purchase a
trading license. Holders of a trading
license may then designate one or more
individuals to use the license, each of
whom must complete the qualifications
necessary to be ‘‘members’’ of the
Exchange. Although one license holder
may have more than one qualified
member associated with it, only one
such qualified individual may use the
trading license on a given trading day.
The individual using the license on a
given day is the ‘‘active member’’ for
that day.
Substituting another qualified
individual to use a license can happen
on as little as one day’s notice to the
Exchange. Accordingly, all qualified
individuals who could use the license,
including those who are not regularly
active on the Floor, must remain current
with the FMCE Program requirements.
VerDate Aug<31>2005
18:57 Dec 05, 2007
Jkt 214001
As currently drafted, however, Rule
103A, which refers to ‘‘members’’ only,
does not clearly articulate this
requirement.
Proposed Amendments
The Exchange proposes to amend
Rule 103A(a)(3) by: (i) Updating the rule
to reflect the Exchange’s new delivery
method; and (ii) clarifying that all
individuals qualified to use a trading
license must meet the mandatory
education requirements under the rule.
First, since the new delivery method
will not require Floor members to
physically attend Floor member
continuing education sessions, the
Exchange is proposing to amend Rule
103A(a)(3) by eliminating references to
meetings in general.
Second, the Exchange proposes to
eliminate the requirement that the
Exchange provide continuing member
education on a semi-annual basis and
instead amend the rule to reflect the
versatility of the new delivery method.
Going forward, the Exchange intends to
annually provide an equivalent amount
of education in terms of topics and
participation time as it did when the
FMCE Program was delivered semiannually. In the semi-annual mode, the
NYSE usually delivered six educational
modules, in two sessions of three
modules each. This would no longer be
the case under the new program;
instead, the Exchange plans to deliver
education modules on a rolling basis
over the course of the year. The
Exchange believes that spacing the
educational experience gradually over a
year’s time (an approach that is newly
possible with the new delivery method)
will be more effective as a learning
experience, and enable the Exchange to
provide training that is more timely in
view of changes to the regulatory
landscape.
Third, the Exchange proposes to
change the timeframe within which
Floor members must complete
continuing education. Currently, Rule
103A allows FMCE participants to
complete their requirement within 120
days of being scheduled to attend an
educational meeting. The 120-day
window was predicated on certain
physical constraints the Exchange faced
in delivering previous versions of the
program. Under the old delivery
methods, the Exchange had to schedule
sufficient original education meetings to
accommodate over 1,300 participants.
Given the size of available meeting
rooms (maximum seating capacity 70
persons) for the in-person delivery
method and later the seating capacity of
the learning laboratory (maximum of 14
persons) and the additional need to
PO 00000
Frm 00077
Fmt 4703
Sfmt 4703
68933
provide make-up sessions for
participants who could not attend their
originally scheduled meeting, the
Exchange needed a relatively large
timeframe within which to provide
educational opportunities. Because no
such constraints will exist using the
new delivery method, the Exchange
proposes to change the time allowed for
completion of an educational module
from 120 to 60 days from the time that
the module is assigned to the program
participants.6
While anticipating the use of the 60day deadline in most cases, the
Exchange proposes to build flexibility
into the rule by providing the option of
designating a different timeframe where
warranted. For example, training for
Floor members in a certain regulatory
topic may be deemed urgent and the
Exchange could shorten the deadline
accordingly.
Finally, the Exchange proposes
amending the rule to clarify that all
qualified members, i.e., all members
qualified to work on the Floor of the
Exchange, regardless of whether they
are active members, are required to
complete the mandatory FMCE Program
requirements.
2. Statutory Basis
The basis under the Act for this
proposed rule change is the requirement
under Section 6(b)(5) 7 that an Exchange
have rules that are designed to promote
the 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.
6 In order to ensure the integrity of the program,
once the program is in place, firms will be required
to certify pursuant to NYSE Rule 342.30(e) that the
firm’s Floor members (and qualified substitutes)
have completed the educational requirements
contained in Rule 103A. As a result, the Exchange
expects firms will implement procedures for
ensuring that their Floor members and qualified
substitutes have completed the program, which
procedures could include supervising individuals
on firm premises while they complete the program.
Given the generally small size of member firms’
Floor staffs, the Exchange believes that 60 days
should be ample time for a firm to ensure that its
members and qualified substitutes have completed
the program requirements. To assist compliance
staff in this regard, the system being implemented
by the Exchange contains tools for compliance
officers to monitor the completion status of their
firms’ employees.
7 15 U.S.C. 78f(b)(5).
E:\FR\FM\06DEN1.SGM
06DEN1
68934
Federal Register / Vol. 72, No. 234 / Thursday, December 6, 2007 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received from
Members, Participants or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change is
effective upon filing pursuant to section
19(b)(3)(A)(iii) 8 of the Act and Rule
19b–4(f)(3) 9 thereunder. The proposed
rule change goes solely to the
administration of the self-regulatory
organization in that it is not a
substantive change to NYSE Rule 103A
(that is, it neither increases nor
decreases the scope of the education
requirement under NYSE Rule 103A),
but merely updates the rule to reflect
the introduction of a new method for
delivering the educational material.
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:
mstockstill on PROD1PC66 with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSE–2007–106 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–2007–106. 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 on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of such filing will also 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–
2007–106 and should be submitted on
or before December 27, 2007.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–23587 Filed 12–5–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56870; File No. SR–NYSE–
2007–105]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
Fees Charged to Member
Organizations for the Use of the OnLine Comparison System
November 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 November
14, 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 and II below, which Items have
been substantially prepared by the
NYSE. The Commission is publishing
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
8 15
U.S.C. 78s(b)(3)(A)(iii).
9 17 CFR 240.19b–4(f)(3).
VerDate Aug<31>2005
18:57 Dec 05, 2007
1 15
Jkt 214001
PO 00000
Frm 00078
Fmt 4703
Sfmt 4703
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
The NYSE proposes to reduce from
$0.15 to $0.10 per trade the fee charged
with respect to trades submitted to the
On-Line Comparison System (‘‘OCS’’)
for trade date comparison.3 At the same
time, the Exchange will eliminate all
OCS access fees. The text of the
proposed rule change is available at the
Exchange, on the Exchange’s Web site at
https://www.nyse.com, 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
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
Effective January 1, 2008, the
Exchange proposes to reduce from $0.15
to $0.10 per trade the fee charged with
respect to trades submitted to the OCS
for trade date comparison. At the same
time, the Exchange will eliminate all
OCS access fees. OCS access fees are
annual charges paid by members to
access OCS. It has recently been the
Exchange’s experience that the revenues
derived from OCS access fees and usage
fees have exceeded the Exchange’s costs
in maintaining the system. As such, the
fee revisions are intended to more
closely align the revenues derived from
OCS fees with the actual cost of running
OCS.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act 4 in general, and
3 The OCS is an interactive system, which is used
to perform comparison processing, such as
matching of initial trade submission, correction
processing and questioned trade resolution.
4 15 U.S.C. 78f(b).
E:\FR\FM\06DEN1.SGM
06DEN1
Agencies
[Federal Register Volume 72, Number 234 (Thursday, December 6, 2007)]
[Notices]
[Pages 68932-68934]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-23587]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-56851; File No. SR-NYSE-2007-106]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change,
as Modified by Amendment No. 2, Relating to Exchange Rule 103A(a)(3) To
Address Changes in the Way the Exchange Delivers Education Programs to
its Members and To Clarify That the Mandatory Education Requirement
Applies to All Individuals Qualified To Use a Trading License
November 28, 2007.
Pursuant to section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') and Rule 19b-4 thereunder,\2\ notice is hereby given
that on November 16, 2007, the New York Stock Exchange LLC (``NYSE'' or
the ``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
Exchange. The NYSE has designated the proposed rule change as one
concerned solely with the administration of the Exchange pursuant to
section 19(b)(3)(A)(iii) of the Act,\3\ and Rule 19b-4(f)(3)
thereunder,\4\ which renders the proposal effective upon filing with
the Commission. On November 26, 2007, the Exchange submitted Amendment
No. 1 to the proposed rule change. The Exchange withdrew Amendment No.
1 on November 27, 2007. The Exchange submitted Amendment No. 2 to the
proposed rule change on November 27, 2007.\5\ 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)(ii).
\4\ 17 CFR 240.19b-4(f)(3).
\5\ In Amendment No. 2, the Exchange made a technical change to
the rule text.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NYSE is proposing to amend Rule 103A(a)(3) to address changes in
the way the Exchange delivers education programs to its members and to
clarify that the mandatory education requirement applies to all
individuals qualified to use a trading license, and not just to members
who are active on the trading Floor.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, 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. 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
The Exchange is proposing to amend NYSE Rule 103A to reflect
certain changes to how the Exchange delivers its continuing education
program, and to reflect changes to the Exchange's membership structure,
which affects who must complete the program.
Since its inception, the Exchange's Floor Member Continuing
Education Program (``FMCE Program''), which NYSE Regulation manages,
has evolved from providing semi-annual stand-up presentations to
delivering computer-based educational modules in a learning laboratory.
Because of limitations associated with these delivery methods, NYSE
Regulation is currently upgrading the FMCE Program to permit more
efficient and cost-effective delivery to participants via the Internet.
In connection with these changes, the Exchange is proposing to
amend Rule 103A(a)(3) to remove the reference to ``semi-annual''
education programs, and is proposing to shorten the time in which
program participants must complete the program elements. In addition,
due to changes in the NYSE's membership structure, in which one trading
license may be used by multiple qualified individuals over the course
of a year, the Exchange is proposing to amend Rule 103A(a)(3) to
clarify that the education requirement applies to all individuals
qualified to use a trading license, not just those who are actively
working as ``members'' on the Floor.
Background
NYSE Rule 103A requires the Exchange to provide, and Exchange Floor
members to take, continuing education. Over the years, the method by
which the Exchange delivered the required education components has
evolved from in-person lectures to large groups of members to
individualized computer-assisted training in a learning laboratory
setting. That evolution reflected an ongoing assessment by the Exchange
of the most efficient way to deliver timely continuing education and
training to a large group of Floor members.
When the Exchange delivered the FMCE Program in person or in a
learning laboratory, participants were required to participate in these
meetings during extended business hours. The current language of Rule
103A(a)(3) reflects meeting room and laboratory space limitations by
requiring the Exchange to deliver the FMCE Program
[[Page 68933]]
twice a year and allowing participants 120 days from the time that they
were originally scheduled to take continuing education to complete the
requirement. To address the space and time limitations associated with
the FMCE Program, NYSE Regulation is in the process of modernizing its
method for delivering the FMCE Program. As redesigned, NYSE Regulation
will offer the FMCE Program via a web-based interactive program that
participants can access from an Internet-capable computer. Participants
will no longer need to come to a learning laboratory at the Exchange
facility or schedule specific times with the Exchange to complete the
program. Instead, participants will be able to access the FMCE Program
from their member organization offices, under the supervision of their
member firm at a time that is mutually convenient for the participant
and the member organization. Changes to Rule 103A are necessary in
order to keep the rule consistent with the new delivery method.
In addition to the changes necessitated by changes to the program
delivery method, the Exchange is also proposing to amend Rule 103A to
clarify who is required to complete the FMCE Program. Rule 103A
currently applies to all Exchange ``members,'' which, until 2006,
referred to individuals who owned or leased seats on the Exchange. In
2006, the Exchange changed its membership structure from seats that
were held by particular individuals within a member organization, to
trading licenses that are not specific to particular individuals within
a member organization.
Under the new membership structure, in order to become a member
organization, an incorporated entity must, among other things, purchase
a trading license. Holders of a trading license may then designate one
or more individuals to use the license, each of whom must complete the
qualifications necessary to be ``members'' of the Exchange. Although
one license holder may have more than one qualified member associated
with it, only one such qualified individual may use the trading license
on a given trading day. The individual using the license on a given day
is the ``active member'' for that day.
Substituting another qualified individual to use a license can
happen on as little as one day's notice to the Exchange. Accordingly,
all qualified individuals who could use the license, including those
who are not regularly active on the Floor, must remain current with the
FMCE Program requirements. As currently drafted, however, Rule 103A,
which refers to ``members'' only, does not clearly articulate this
requirement.
Proposed Amendments
The Exchange proposes to amend Rule 103A(a)(3) by: (i) Updating the
rule to reflect the Exchange's new delivery method; and (ii) clarifying
that all individuals qualified to use a trading license must meet the
mandatory education requirements under the rule.
First, since the new delivery method will not require Floor members
to physically attend Floor member continuing education sessions, the
Exchange is proposing to amend Rule 103A(a)(3) by eliminating
references to meetings in general.
Second, the Exchange proposes to eliminate the requirement that the
Exchange provide continuing member education on a semi-annual basis and
instead amend the rule to reflect the versatility of the new delivery
method. Going forward, the Exchange intends to annually provide an
equivalent amount of education in terms of topics and participation
time as it did when the FMCE Program was delivered semi-annually. In
the semi-annual mode, the NYSE usually delivered six educational
modules, in two sessions of three modules each. This would no longer be
the case under the new program; instead, the Exchange plans to deliver
education modules on a rolling basis over the course of the year. The
Exchange believes that spacing the educational experience gradually
over a year's time (an approach that is newly possible with the new
delivery method) will be more effective as a learning experience, and
enable the Exchange to provide training that is more timely in view of
changes to the regulatory landscape.
Third, the Exchange proposes to change the timeframe within which
Floor members must complete continuing education. Currently, Rule 103A
allows FMCE participants to complete their requirement within 120 days
of being scheduled to attend an educational meeting. The 120-day window
was predicated on certain physical constraints the Exchange faced in
delivering previous versions of the program. Under the old delivery
methods, the Exchange had to schedule sufficient original education
meetings to accommodate over 1,300 participants. Given the size of
available meeting rooms (maximum seating capacity 70 persons) for the
in-person delivery method and later the seating capacity of the
learning laboratory (maximum of 14 persons) and the additional need to
provide make-up sessions for participants who could not attend their
originally scheduled meeting, the Exchange needed a relatively large
timeframe within which to provide educational opportunities. Because no
such constraints will exist using the new delivery method, the Exchange
proposes to change the time allowed for completion of an educational
module from 120 to 60 days from the time that the module is assigned to
the program participants.\6\
---------------------------------------------------------------------------
\6\ In order to ensure the integrity of the program, once the
program is in place, firms will be required to certify pursuant to
NYSE Rule 342.30(e) that the firm's Floor members (and qualified
substitutes) have completed the educational requirements contained
in Rule 103A. As a result, the Exchange expects firms will implement
procedures for ensuring that their Floor members and qualified
substitutes have completed the program, which procedures could
include supervising individuals on firm premises while they complete
the program. Given the generally small size of member firms' Floor
staffs, the Exchange believes that 60 days should be ample time for
a firm to ensure that its members and qualified substitutes have
completed the program requirements. To assist compliance staff in
this regard, the system being implemented by the Exchange contains
tools for compliance officers to monitor the completion status of
their firms' employees.
---------------------------------------------------------------------------
While anticipating the use of the 60-day deadline in most cases,
the Exchange proposes to build flexibility into the rule by providing
the option of designating a different timeframe where warranted. For
example, training for Floor members in a certain regulatory topic may
be deemed urgent and the Exchange could shorten the deadline
accordingly.
Finally, the Exchange proposes amending the rule to clarify that
all qualified members, i.e., all members qualified to work on the Floor
of the Exchange, regardless of whether they are active members, are
required to complete the mandatory FMCE Program requirements.
2. Statutory Basis
The basis under the Act for this proposed rule change is the
requirement under Section 6(b)(5) \7\ that an Exchange have rules that
are designed to promote the 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.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
[[Page 68934]]
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 proposed rule change is effective upon filing
pursuant to section 19(b)(3)(A)(iii) \8\ of the Act and Rule 19b-
4(f)(3) \9\ thereunder. The proposed rule change goes solely to the
administration of the self-regulatory organization in that it is not a
substantive change to NYSE Rule 103A (that is, it neither increases nor
decreases the scope of the education requirement under NYSE Rule 103A),
but merely updates the rule to reflect the introduction of a new method
for delivering the educational material.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78s(b)(3)(A)(iii).
\9\ 17 CFR 240.19b-4(f)(3).
---------------------------------------------------------------------------
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 e-mail to rule-comments@sec.gov. Please include File
Number SR-NYSE-2007-106 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-2007-106. 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 on official business
days between the hours of 10 a.m. and 3 p.m. Copies of such filing will
also 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-2007-106 and should be submitted on or before December 27, 2007.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
---------------------------------------------------------------------------
\10\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-23587 Filed 12-5-07; 8:45 am]
BILLING CODE 8011-01-P