Options Price Reporting Authority; Notice of Filing and Order Approving on a Temporary Basis Not To Exceed 120 Days a Proposed Amendment to the Plan for Reporting of Consolidated Options Last Sale Reports and Quotation Information, as Modified by Amendment No. 1 Thereto, To Modify Various Provisions of the OPRA Plan and the OPRA Fee Schedule To Reflect the Elimination of Separate Fees for Access to Market Data Concerning Certain Foreign Currency Options, 71720-71722 [E7-24484]
Download as PDF
71720
Federal Register / Vol. 72, No. 242 / Tuesday, December 18, 2007 / Notices
‘‘Standard Review Plan on Antitrust
Reviews’’ (NUREG–1574, published
December 1997) have been omitted from
NUREG–1574, Rev. 2. New guidance has
been incorporated on the appropriate
disposition of existing antitrust license
conditions during direct license
transfers and on the review of
applications to amend antitrust license
conditions outside of license transfers.
NUREG–1574, Rev. 2 also provides
guidance regarding the NRC’s
responsibility to refer certain antitrust
matters to the Attorney General, and
regarding the NRC’s enforcement of
antitrust license conditions. NUREG–
1574, Rev. 2 supersedes the Standard
Review Plan on Antitrust Reviews,
NUREG–1574, in its entirety.
Notice of the availability of the draft
version of NUREG–1574, Rev. 2 for
public comment was published in the
Federal Register on June 7, 2007 (72 FR
31627). Comments were received from
the Nuclear Energy Institute (NEI) dated
July 9, 2007. NEI stated that the draft
NUREG–1574, Rev. 2 correctly focuses
the NRC staff’s evaluation of antitrust
issues as it conducts limited reviews of
existing antitrust license conditions in
the context of certain license transfers
and license amendment requests related
to existing antitrust license conditions.
According to NEI, the nuclear energy
industry believes the draft of NUREG–
1574, Rev. 2 accurately sets forth the
state of the law as it applies to NRC
licensees. NEI recommended no changes
to the draft NUREG–1574, Rev. 2. No
other comments were received.
With the exception of some minor
editorial changes, the text of the draft
NUREG–1574, Rev. 2 was carried over
to the final NUREG–1574, Rev. 2.
Congressional Review Act (CRA)
Dated at Rockville, Maryland, this 12th day
of December, 2007.
For the Nuclear Regulatory Commission.
yshivers on PROD1PC62 with NOTICES
Michael J. Case,
Director, Division of Policy and Rulemaking,
Office of Nuclear Reactor Regulation.
[FR Doc. E7–24471 Filed 12–17–07; 8:45 am]
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Jkt 214001
[Release No. 34–56949; File No. SR–OPRA–
2007–03]
Options Price Reporting Authority;
Notice of Filing and Order Approving
on a Temporary Basis Not To Exceed
120 Days a Proposed Amendment to
the Plan for Reporting of Consolidated
Options Last Sale Reports and
Quotation Information, as Modified by
Amendment No. 1 Thereto, To Modify
Various Provisions of the OPRA Plan
and the OPRA Fee Schedule To Reflect
the Elimination of Separate Fees for
Access to Market Data Concerning
Certain Foreign Currency Options
December 12, 2007.
I. Introduction
Pursuant to section 11A of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 608 thereunder,2
notice is hereby given that on October
9, 2007, the Options Price Reporting
Authority (‘‘OPRA’’) submitted to the
Securities and Exchange Commission
(‘‘Commission’’) an amendment to the
Plan for Reporting of Consolidated
Options Last Sale Reports and
Quotation Information (‘‘OPRA Plan’’).3
The proposed amendment would amend
various provisions of the OPRA Plan in
order to reflect the elimination of the
separate fees for access to market data
concerning Foreign Currency Options
(‘‘FCOs’’) that currently apply to certain
FCOs traded on the Phlx. The OPRA Fee
Schedule would similarly be revised to
reflect the elimination of the separate
FCO service access fees. On November
14, 2007, OPRA submitted Amendment
No. 1 to the proposal.4 On December 11,
2007, OPRA submitted a revised version
of Exhibit II to Amendment No. 1 to the
1 15
Under the Congressional Review Act
(CRA) of 1996, the NRC has determined
that this action is not a major rule and
has verified this determination with the
Office of Management and Budget.
BILLING CODE 7590–01–P
SECURITIES AND EXCHANGE
COMMISSION
U.S.C. 78k–1.
CFR 242.608.
3 The OPRA Plan is a national market system plan
approved by the Commission pursuant to Section
11A of the Act and Rule 608 thereunder (formerly
Rule 11Aa3–2). See Securities Exchange Act
Release No. 17638 (March 18, 1981), 22 S.E.C.
Docket 484 (March 31, 1981). The full text of the
OPRA Plan is available at https://
www.opradata.com.
The OPRA Plan provides for the collection and
dissemination of last sale and quotation information
on options that are traded on the participant
exchanges. The six participants to the OPRA Plan
are the American Stock Exchange LLC, the Boston
Stock Exchange, Inc., the Chicago Board Options
Exchange, Incorporated, the International Securities
Exchange, LLC (‘‘ISE’’), NYSE Arca, Inc., and the
Philadelphia Stock Exchange, Inc. (‘‘Phlx’’).
4 Amendment No. 1 did not make any substantive
changes to the text of the proposed OPRA Plan
amendment, but instead provided a revised Exhibit
I to the original filing and offered a new Exhibit II
to the proposal. Amendment No. 1 replaced the
original filing in its entirety.
2 17
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Frm 00106
Fmt 4703
Sfmt 4703
proposal, which it requested be
substituted for the original version of
Exhibit II.5 This order approves the
proposal as modified by Amendment
No. 1 for a temporary period not to
exceed 120 days, and solicits comment
on the proposal from interested persons.
II. Description and Purpose of the
Amendment
Effective March 14, 1995, the OPRA
Plan was amended to authorize the
imposition of separate, unbundled
access charges for market information
pertaining to FCOs.6 Subsequently,
effective January 1, 1996, separate
access charges for market information
were imposed by OPRA, and subject to
the exception described below, such
separate charges have remained in effect
since that time.7 More recently, OPRA
adopted a temporary exception to the
separate FCO access fees for ‘‘new’’
FCOs first listed on any exchange on or
after December 6, 2005, pursuant to
which access to market information
pertaining to such securities has been
included within OPRA’s basic
information service, and has required
payment only of OPRA’s basic service
access fees.8 This temporary exception,
which is set forth in Section VIII(c)(iii)
of the OPRA Plan, is scheduled to
expire by its terms on December 31,
2007, at which time, absent further
action, all FCOs would become subject
to separate FCO service access fees.
Currently, certain classes of FCOs
traded on the Phlx are subject to the
separate FCO access fees, while other
classes of FCOs traded on that exchange
(those first listed on or after December
6, 2005) are subject to OPRA’s basic
service access fees. The only other
exchange currently trading FCOs is the
ISE, where all of the FCOs were listed
subsequent to December 6, 2005, and
thus are subject only to OPRA’s basic
service access fees.
Phlx recently informed OPRA that for
business reasons it has ceased listing
new series of physical delivery FCOs to
replace expiring series, and instead
provides a market for foreign currency
derivative securities through the listing
of new classes of U.S. dollar-settled
5 The revised Exhibit II made technical changes
to the original and corrected an outdated reference
to the ‘‘NASD,’’ which is now called ‘‘FINRA.’’
6 See Securities Exchange Act Release No. 35487
(March 14, 1995), 60 FR 14984 (March 21, 1995)
(File No. S7–8–90).
7 See Securities Exchange Act Release No. 36613
(December 20, 1995), 60 FR 67144 (December 28,
1995) (SR–OPRA–95–5).
8 See Securities Exchange Act Release Nos. 52901
(December 6, 2005), 70 FR 74061 (December 14,
2005) (SR–OPRA–2005–03) and 55049 (January 5,
2007), 72 FR 1568 (January 12, 2007) (SR–OPRA–
2006–02).
E:\FR\FM\18DEN1.SGM
18DEN1
yshivers on PROD1PC62 with NOTICES
Federal Register / Vol. 72, No. 242 / Tuesday, December 18, 2007 / Notices
FCOs, sometimes referred to as World
Currency Options. Under the current
OPRA Plan, access to market data
concerning all options, including the
new U.S. dollar-settled FCOs as well as
individual equity options and cashsettled index options, is subject to
OPRA’s basic service access fees. In the
case of U.S. dollar-settled FCOs, this
reflects the temporary exception
described above, whereas in the case of
equity and index options it is because
OPRA has never adopted separate
access fees for its index option service,
but instead has made index options
subject to the same basic service access
fees that apply to equity options.
The purpose of this proposed
amendment is to maintain this same fee
structure after the temporary exception
for FCOs expires at the end of 2007.
Trading in existing classes of physical
delivery FCOs on Phlx will be restricted
to closing transactions until the last
outstanding class expires on March 14,
2008, if the remaining positions in these
classes are not closed out sooner. Thus
by that date, if not sooner, there will no
longer be any physical delivery FCOs
traded on the Phlx that are subject to the
existing separate FCO service access
fees. At that time, assuming the
effectiveness of this proposed
amendment, access to market data for
all options, including U.S. dollar-settled
FCOs and all other FCO securities, will
require payment only of OPRA’s basic
service access fees.
As noted, pursuant to the temporary
exception in the OPRA Plan for ‘‘new’’
FCOs, all of the FCOs currently traded
on ISE are subject only to OPRA’s basic
service access fees, and none are subject
to the separate FCO service access fees.
However, unless the OPRA Plan is
amended to eliminate the separate
access fees for FCOs, upon the
expiration of the temporary exception,
FCOs traded on ISE would become
subject to the separate FCO service
access fees. In order to avoid making
this change to the status quo on ISE, the
effect of which would be to subject FCO
subscribers to what for them would be
a new, additional, access fee for
continued access to FCO market
information, ISE joined with Phlx in
authorizing the elimination of the
separate FCO access fees, and in
requesting OPRA to amend the OPRA
Plan to reflect the elimination of these
separate fees.
As proposed to be amended, the
OPRA Plan will treat FCOs in exactly
the same manner in which it now treats
index options. Specifically, similar to
index options, the OPRA Plan will
continue to provide for a separate FCO
accounting center and provide a
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15:19 Dec 17, 2007
Jkt 214001
framework for the possible future
imposition of a separate access fees
when and if authorized by the parties
that provide a market in those
securities, subject to satisfying the
requirements of the Act.
Because the proposed amendment
cannot become effective until the
elimination by expiration or by closing
transaction of the last remaining open
position in physical delivery FCOs
traded on Phlx that are subject to the
separate FCO service access fees, which
could be as late as March 14, 2008, and
because it is necessary to retain the
temporary exception from the separate
FCO service access charges until these
separate charges no longer apply, OPRA
proposes to extend the temporary
exception, currently scheduled to expire
on December 31, 2007, until as late as
March 14, 2008. Accordingly, this
proposed amendment includes an
extension of the temporary exception
provided for in section VIII(c)(iii) of the
OPRA Plan until such time as there is
no longer any open interest in physical
delivery FCOs traded on the Phlx that
are subject to the separate FCO service
access fees. In no event will this be later
than March 14, 2008. The Phlx has
undertaken to advise OPRA when that
last remaining open interest no longer
exists, so that the separate FCO service
access fees and the temporary exception
can be removed from the OPRA Plan
effective as of that time, in accordance
with this proposed OPRA Plan
amendment.
The text of the proposed amendment
to the OPRA Plan and the proposed
changes to the OPRA Fee Schedule are
available at OPRA, the Commission’s
Public Reference Room, and https://
opradata.com/pdf/
proposed_amendments.pdf.
III. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed OPRA
Plan amendment 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
No. SR–OPRA–2007–03 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
71721
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR-OPRA–2007–03. 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 plan
amendment that are filed with the
Commission, and all written
communications relating to the
proposed plan amendment 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 OPRA. 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–OPRA–2007–03 and should
be submitted on or before January 8,
2008.
IV. Discussion
After careful review, the Commission
finds that the proposed OPRA Plan
amendment, as modified by
Amendment No. 1, is sufficient under
the Act and the rules and regulations
thereunder for temporary approval of
not more than 120 days.9 Specifically,
the Commission believes that the
proposed OPRA Plan amendment, is
sufficient under section 11A of the
Act 10 and Rule 608(b)(4) 11 thereunder
for temporary approval not to exceed
120 days in that it is in the public
interest and appropriate for the
protection of investors and the
maintenance of fair and orderly markets
to preserve the status quo by extending
the deadline set forth in section
VIII(c)(iii) of the OPRA Plan until such
9 In approving the proposed OPR Plan
Amendment, the Commission has considered its
impact on efficiency, competition, and capital
formation. 15 U.S.C. 78c(f).
10 15 U.S.C. 78k–1.
11 17 CFR 242.608(b)(4).
E:\FR\FM\18DEN1.SGM
18DEN1
71722
Federal Register / Vol. 72, No. 242 / Tuesday, December 18, 2007 / Notices
time as there is no longer any open
interest in physical delivery FCOs
traded on the Phlx that are subject to the
separate FCO service access fee. The
Commission believes that OPRA’s
proposal, which would amend various
provisions of the OPRA Plan and the
OPRA Fee Schedule in order to reflect
the elimination of the separate fees for
access to market data concerning FCOs
that currently apply to certain FCOs
traded on the Phlx, is appropriate in
light of Phlx’s decision to cease listing
new series of physical delivery FCOs to
replace expiring series. The proposed
amendment would maintain the same
fee structure after the temporary
exception would otherwise expire on
December 31, 2007. Further, once the
remaining positions in existing classes
of physical delivery FCOs listed on the
Phlx are Phlx are closed-out, access to
market data for all options, including
dollar-settled FCOs and all other FCO
securities will require payment of the
same fee, OPRA’s basic service access
fee.
Finally, the Commission finds that it
is appropriate to put the proposed
OPRA Plan amendment, as modified by
Amendment No.1, into effect summarily
upon publication of notice on a
temporary basis not to exceed 120 days
to extend for a brief period the
temporary exception provided for in
section VIII(c)(iii) of the OPRA Plan and
thus preserve the status quo. Absent
such extension, the ISE would become
subject to the separate FCO service
access fee. Accordingly, the
Commission finds that is necessary or
appropriate in the public interest, for
the protection of investors or the
maintenance of fair and orderly markets,
to remove impediments to, and perfect
the mechanism of, a national market
system to approve the proposed OPRA
Plan amendment, as modified by
Amendment No. 1 thereto, on a
temporary basis not to exceed 120 days.
V. Conclusion
yshivers on PROD1PC62 with NOTICES
It is therefore ordered, pursuant to
Section 11A of the Act,12 and Rule 608
thereunder,13 that the proposed OPRA
Plan amendment (SR-OPRA–2007–03),
as modified by Amendment No. 1, be,
and it hereby is, approved on a
temporary basis not to exceed 120 days.
12 15
13 17
U.S.C. 78k–1.
CFR 242.608.
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15:19 Dec 17, 2007
Jkt 214001
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–24484 Filed 12–17–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56950; File No. SR–OPRA–
2007–04]
Options Price Reporting Authority;
Notice of Filing and Immediate
Effectiveness of Proposed Amendment
To Revise OPRA’s Fee Schedule
December 12, 2007.
Pursuant to Section 11A of the
Securities Exchange Act of 1934
(‘‘Act’’)1 and Rule 608 thereunder,2
notice is hereby given that on October
16, 2007 the Options Price Reporting
Authority (‘‘OPRA’’) submitted to the
Securities and Exchange Commission
(‘‘Commission’’) an amendment to the
Plan for Reporting of Consolidated
Options Last Sale Reports and
Quotation Information (‘‘OPRA Plan’’).3
Specifically, OPRA proposes to revise
the device-based professional subscriber
fees charged by OPRA in respect of its
Basic Service. Similarly, the proposal
would make a conforming change to
OPRA’s Enterprise Rate Professional
Subscriber Fee (‘‘Enterprise Rate’’). On
November 14, 2007, OPRA submitted a
revised Exhibit I, which it requested be
substituted for the Exhibit I attached to
the original filing.4 On December 11,
2007, OPRA submitted a further revised
Exhibit I, which it asked be substituted
for the Exhibit I submitted on November
14, 2007.5 The Commission is
14 17
CFR 200.30–3(a)(29).
U.S.C. 78k–1.
2 17 CFR 242.608.
3 The OPRA Plan is a national market system plan
approved by the Commission pursuant to Section
11A of the Act and Rule 608 thereunder (formerly
Rule 11Aa3–2). See Securities Exchange Act
Release No. 17638 (March 18, 1981), 22 S.E.C.
Docket 484 (March 31, 1981). The full text of the
OPRA Plan is available at https://
www.opradata.com.
The OPRA Plan provides for the collection and
dissemination of last sale and quotation information
on options that are traded on the participant
exchanges. The six participants to the OPRA Plan
are the American Stock Exchange LLC, the Boston
Stock Exchange, Inc., the Chicago Board Options
Exchange, Incorporated, the International Securities
Exchange, Inc. (‘‘ISE’’), the NYSE Arca, Inc., and the
Philadelphia Stock Exchange, Inc. (‘‘Phlx’’).
4 The second revised Exhibit I reflects technical
changes and sets forth the entire OPRA Fee
Schedule. As originally filed, Exhibit I included
only that portion of the OPRA Fee Schedule
pertaining to OPRA’s professional subscriber fees.
5 The revised Exhibit I made technical changes to
the prior version of Exhibit I and corrected an
1 15
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
publishing this notice to solicit
comments from interested persons on
the proposed OPRA Plan amendment.
I. Description and Purpose of the
Amendment
The purpose of the amendment is to
make incremental increases in OPRA’s
device-based professional subscriber
fees in respect of its Basic Service and
in respect of the Enterprise Rate charged
to those subscribers who elect that rate
in place of device-based fees. These
increases would be phased in over a
three-year period. Specifically, OPRA
proposes to increase the current $20
monthly per device fee by $1.00 in each
of the years 2008, 2009, and 2010.
OPRA also proposes to increase the
Enterprise Rate, currently a monthly fee
of $20 times the number of a
subscriber’s U.S.-based registered
representatives, by this same amount in
each of these years. These increases
would become effective on January 1 of
each year.
OPRA’s Basic Service currently
consists of market data and related
information pertaining to equity
options, index options, and most (soon
to be all) foreign currency options
(‘‘OPRA Data’’).6 Professional
subscribers are persons who subscribe
to receive OPRA Data and do not qualify
for the reduced fees charged to
nonprofessional subscribers. OPRA’s
Enterprise Rate is based on the number
of a professional subscriber’s U.S.-based
registered representatives and
independent investment advisers who
contract with the subscriber to provide
advisory services to the subscriber’s
customers.
The proposed increases in the devicebased professional subscriber fees and
in the Enterprise Rate are intended to
generate additional revenues for OPRA
and its participating exchanges that are
needed to cover actual and anticipated
increases in the costs of collecting,
consolidating, processing, and
disseminating options market
outdated reference to the ‘‘NASD,’’ which is now
called ‘‘FINRA.’’
6 Commencing January 1, 1996, OPRA data
pertaining to foreign currency options (‘‘FCOs’’)
was made subject to separate FCO Service access
fees. However, pursuant to an exception for FCOs
first listed on any exchange on or after December
6, 2005, these separate access fees do not currently
apply to most of the FCOs traded on the Phlx, or
to any of the FCOs traded on the ISE, which are the
only two exchanges currently providing a market in
FCOs. OPRA has recently filed a Plan amendment
(SR–OPRA–2007–03) that proposes the elimination
of all remaining separate access fees for FCOs. Upon
the effectiveness of that amendment, which OPRA
anticipates will occur no later than March 14, 2008,
access to market information pertaining to all FCOs
would be included within OPRA’s Basic Service
and would require payment only of OPRA’s Basic
Service access fees.
E:\FR\FM\18DEN1.SGM
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Agencies
[Federal Register Volume 72, Number 242 (Tuesday, December 18, 2007)]
[Notices]
[Pages 71720-71722]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-24484]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-56949; File No. SR-OPRA-2007-03]
Options Price Reporting Authority; Notice of Filing and Order
Approving on a Temporary Basis Not To Exceed 120 Days a Proposed
Amendment to the Plan for Reporting of Consolidated Options Last Sale
Reports and Quotation Information, as Modified by Amendment No. 1
Thereto, To Modify Various Provisions of the OPRA Plan and the OPRA Fee
Schedule To Reflect the Elimination of Separate Fees for Access to
Market Data Concerning Certain Foreign Currency Options
December 12, 2007.
I. Introduction
Pursuant to section 11A of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 608 thereunder,\2\ notice is hereby given that
on October 9, 2007, the Options Price Reporting Authority (``OPRA'')
submitted to the Securities and Exchange Commission (``Commission'') an
amendment to the Plan for Reporting of Consolidated Options Last Sale
Reports and Quotation Information (``OPRA Plan'').\3\ The proposed
amendment would amend various provisions of the OPRA Plan in order to
reflect the elimination of the separate fees for access to market data
concerning Foreign Currency Options (``FCOs'') that currently apply to
certain FCOs traded on the Phlx. The OPRA Fee Schedule would similarly
be revised to reflect the elimination of the separate FCO service
access fees. On November 14, 2007, OPRA submitted Amendment No. 1 to
the proposal.\4\ On December 11, 2007, OPRA submitted a revised version
of Exhibit II to Amendment No. 1 to the proposal, which it requested be
substituted for the original version of Exhibit II.\5\ This order
approves the proposal as modified by Amendment No. 1 for a temporary
period not to exceed 120 days, and solicits comment on the proposal
from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78k-1.
\2\ 17 CFR 242.608.
\3\ The OPRA Plan is a national market system plan approved by
the Commission pursuant to Section 11A of the Act and Rule 608
thereunder (formerly Rule 11Aa3-2). See Securities Exchange Act
Release No. 17638 (March 18, 1981), 22 S.E.C. Docket 484 (March 31,
1981). The full text of the OPRA Plan is available at https://
www.opradata.com.
The OPRA Plan provides for the collection and dissemination of
last sale and quotation information on options that are traded on
the participant exchanges. The six participants to the OPRA Plan are
the American Stock Exchange LLC, the Boston Stock Exchange, Inc.,
the Chicago Board Options Exchange, Incorporated, the International
Securities Exchange, LLC (``ISE''), NYSE Arca, Inc., and the
Philadelphia Stock Exchange, Inc. (``Phlx'').
\4\ Amendment No. 1 did not make any substantive changes to the
text of the proposed OPRA Plan amendment, but instead provided a
revised Exhibit I to the original filing and offered a new Exhibit
II to the proposal. Amendment No. 1 replaced the original filing in
its entirety.
\5\ The revised Exhibit II made technical changes to the
original and corrected an outdated reference to the ``NASD,'' which
is now called ``FINRA.''
---------------------------------------------------------------------------
II. Description and Purpose of the Amendment
Effective March 14, 1995, the OPRA Plan was amended to authorize
the imposition of separate, unbundled access charges for market
information pertaining to FCOs.\6\ Subsequently, effective January 1,
1996, separate access charges for market information were imposed by
OPRA, and subject to the exception described below, such separate
charges have remained in effect since that time.\7\ More recently, OPRA
adopted a temporary exception to the separate FCO access fees for
``new'' FCOs first listed on any exchange on or after December 6, 2005,
pursuant to which access to market information pertaining to such
securities has been included within OPRA's basic information service,
and has required payment only of OPRA's basic service access fees.\8\
This temporary exception, which is set forth in Section VIII(c)(iii) of
the OPRA Plan, is scheduled to expire by its terms on December 31,
2007, at which time, absent further action, all FCOs would become
subject to separate FCO service access fees.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 35487 (March 14,
1995), 60 FR 14984 (March 21, 1995) (File No. S7-8-90).
\7\ See Securities Exchange Act Release No. 36613 (December 20,
1995), 60 FR 67144 (December 28, 1995) (SR-OPRA-95-5).
\8\ See Securities Exchange Act Release Nos. 52901 (December 6,
2005), 70 FR 74061 (December 14, 2005) (SR-OPRA-2005-03) and 55049
(January 5, 2007), 72 FR 1568 (January 12, 2007) (SR-OPRA-2006-02).
---------------------------------------------------------------------------
Currently, certain classes of FCOs traded on the Phlx are subject
to the separate FCO access fees, while other classes of FCOs traded on
that exchange (those first listed on or after December 6, 2005) are
subject to OPRA's basic service access fees. The only other exchange
currently trading FCOs is the ISE, where all of the FCOs were listed
subsequent to December 6, 2005, and thus are subject only to OPRA's
basic service access fees.
Phlx recently informed OPRA that for business reasons it has ceased
listing new series of physical delivery FCOs to replace expiring
series, and instead provides a market for foreign currency derivative
securities through the listing of new classes of U.S. dollar-settled
[[Page 71721]]
FCOs, sometimes referred to as World Currency Options. Under the
current OPRA Plan, access to market data concerning all options,
including the new U.S. dollar-settled FCOs as well as individual equity
options and cash-settled index options, is subject to OPRA's basic
service access fees. In the case of U.S. dollar-settled FCOs, this
reflects the temporary exception described above, whereas in the case
of equity and index options it is because OPRA has never adopted
separate access fees for its index option service, but instead has made
index options subject to the same basic service access fees that apply
to equity options.
The purpose of this proposed amendment is to maintain this same fee
structure after the temporary exception for FCOs expires at the end of
2007. Trading in existing classes of physical delivery FCOs on Phlx
will be restricted to closing transactions until the last outstanding
class expires on March 14, 2008, if the remaining positions in these
classes are not closed out sooner. Thus by that date, if not sooner,
there will no longer be any physical delivery FCOs traded on the Phlx
that are subject to the existing separate FCO service access fees. At
that time, assuming the effectiveness of this proposed amendment,
access to market data for all options, including U.S. dollar-settled
FCOs and all other FCO securities, will require payment only of OPRA's
basic service access fees.
As noted, pursuant to the temporary exception in the OPRA Plan for
``new'' FCOs, all of the FCOs currently traded on ISE are subject only
to OPRA's basic service access fees, and none are subject to the
separate FCO service access fees. However, unless the OPRA Plan is
amended to eliminate the separate access fees for FCOs, upon the
expiration of the temporary exception, FCOs traded on ISE would become
subject to the separate FCO service access fees. In order to avoid
making this change to the status quo on ISE, the effect of which would
be to subject FCO subscribers to what for them would be a new,
additional, access fee for continued access to FCO market information,
ISE joined with Phlx in authorizing the elimination of the separate FCO
access fees, and in requesting OPRA to amend the OPRA Plan to reflect
the elimination of these separate fees.
As proposed to be amended, the OPRA Plan will treat FCOs in exactly
the same manner in which it now treats index options. Specifically,
similar to index options, the OPRA Plan will continue to provide for a
separate FCO accounting center and provide a framework for the possible
future imposition of a separate access fees when and if authorized by
the parties that provide a market in those securities, subject to
satisfying the requirements of the Act.
Because the proposed amendment cannot become effective until the
elimination by expiration or by closing transaction of the last
remaining open position in physical delivery FCOs traded on Phlx that
are subject to the separate FCO service access fees, which could be as
late as March 14, 2008, and because it is necessary to retain the
temporary exception from the separate FCO service access charges until
these separate charges no longer apply, OPRA proposes to extend the
temporary exception, currently scheduled to expire on December 31,
2007, until as late as March 14, 2008. Accordingly, this proposed
amendment includes an extension of the temporary exception provided for
in section VIII(c)(iii) of the OPRA Plan until such time as there is no
longer any open interest in physical delivery FCOs traded on the Phlx
that are subject to the separate FCO service access fees. In no event
will this be later than March 14, 2008. The Phlx has undertaken to
advise OPRA when that last remaining open interest no longer exists, so
that the separate FCO service access fees and the temporary exception
can be removed from the OPRA Plan effective as of that time, in
accordance with this proposed OPRA Plan amendment.
The text of the proposed amendment to the OPRA Plan and the
proposed changes to the OPRA Fee Schedule are available at OPRA, the
Commission's Public Reference Room, and https://opradata.com/pdf/
proposed_amendments.pdf.
III. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed OPRA
Plan amendment 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 No. SR-OPRA-2007-03 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-OPRA-2007-03. 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 plan amendment that are
filed with the Commission, and all written communications relating to
the proposed plan amendment 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 OPRA. 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-OPRA-2007-03 and should be
submitted on or before January 8, 2008.
IV. Discussion
After careful review, the Commission finds that the proposed OPRA
Plan amendment, as modified by Amendment No. 1, is sufficient under the
Act and the rules and regulations thereunder for temporary approval of
not more than 120 days.\9\ Specifically, the Commission believes that
the proposed OPRA Plan amendment, is sufficient under section 11A of
the Act \10\ and Rule 608(b)(4) \11\ thereunder for temporary approval
not to exceed 120 days in that it is in the public interest and
appropriate for the protection of investors and the maintenance of fair
and orderly markets to preserve the status quo by extending the
deadline set forth in section VIII(c)(iii) of the OPRA Plan until such
[[Page 71722]]
time as there is no longer any open interest in physical delivery FCOs
traded on the Phlx that are subject to the separate FCO service access
fee. The Commission believes that OPRA's proposal, which would amend
various provisions of the OPRA Plan and the OPRA Fee Schedule in order
to reflect the elimination of the separate fees for access to market
data concerning FCOs that currently apply to certain FCOs traded on the
Phlx, is appropriate in light of Phlx's decision to cease listing new
series of physical delivery FCOs to replace expiring series. The
proposed amendment would maintain the same fee structure after the
temporary exception would otherwise expire on December 31, 2007.
Further, once the remaining positions in existing classes of physical
delivery FCOs listed on the Phlx are Phlx are closed-out, access to
market data for all options, including dollar-settled FCOs and all
other FCO securities will require payment of the same fee, OPRA's basic
service access fee.
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\9\ In approving the proposed OPR Plan Amendment, the Commission
has considered its impact on efficiency, competition, and capital
formation. 15 U.S.C. 78c(f).
\10\ 15 U.S.C. 78k-1.
\11\ 17 CFR 242.608(b)(4).
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Finally, the Commission finds that it is appropriate to put the
proposed OPRA Plan amendment, as modified by Amendment No.1, into
effect summarily upon publication of notice on a temporary basis not to
exceed 120 days to extend for a brief period the temporary exception
provided for in section VIII(c)(iii) of the OPRA Plan and thus preserve
the status quo. Absent such extension, the ISE would become subject to
the separate FCO service access fee. Accordingly, the Commission finds
that is necessary or appropriate in the public interest, for the
protection of investors or the maintenance of fair and orderly markets,
to remove impediments to, and perfect the mechanism of, a national
market system to approve the proposed OPRA Plan amendment, as modified
by Amendment No. 1 thereto, on a temporary basis not to exceed 120
days.
V. Conclusion
It is therefore ordered, pursuant to Section 11A of the Act,\12\
and Rule 608 thereunder,\13\ that the proposed OPRA Plan amendment (SR-
OPRA-2007-03), as modified by Amendment No. 1, be, and it hereby is,
approved on a temporary basis not to exceed 120 days.
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\12\ 15 U.S.C. 78k-1.
\13\ 17 CFR 242.608.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(29).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-24484 Filed 12-17-07; 8:45 am]
BILLING CODE 8011-01-P