Self-Regulatory Organizations; American Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to “Amex Only” Orders and Quotes, 4027-4028 [E8-1054]
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Federal Register / Vol. 73, No. 15 / Wednesday, January 23, 2008 / Notices
the benefit of the waiver will be passed
through to the Fund of Funds.
11. Any sales charges and/or service
fees charged with respect to shares of a
Fund of Funds will not exceed the
limits applicable to funds of funds set
forth in NASD Conduct Rule 2830.
12. No Underlying Fund will acquire
securities of any other investment
company or company relying on section
3(c)(1) or 3(c)(7) of the Act, in excess of
the limits contained in section
12(d)(1)(A) of the Act, except to the
extent that such Underlying Fund: (a)
Receives securities of another
investment company as a dividend or as
a result of a plan of reorganization of a
company (other than a plan devised for
the purpose of evading section 12(d)(1)
of the Act); or (b) acquires (or is deemed
to have acquired) securities of another
investment company pursuant to
exemptive relief from the Commission
permitting such Underlying Fund to: (i)
Acquire securities of one or more
affiliated investment companies for
short-term cash management purposes,
or (ii) engage in interfund borrowing
and lending transactions.
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–1057 Filed 1–22–08; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57154; File No. SR–Amex–
2008–03]
Self-Regulatory Organizations;
American Stock Exchange LLC; Notice
of Filing and Immediate Effectiveness
of a Proposed Rule Change Relating to
‘‘Amex Only’’ Orders and Quotes
ebenthall on PROD1PC69 with NOTICES
January 15, 2008.
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 January 9,
2008, the American Stock Exchange LLC
(‘‘Amex’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
substantially by the Amex. The Amex
has submitted the proposed rule change
under Section 19(b)(3)(A) of the Act 3
and Rule 19b–4(f)(6) thereunder,4 which
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
2 17
VerDate Aug<31>2005
15:17 Jan 22, 2008
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Amex proposes to amend Rule
131—AEMI, ‘‘Types of Orders,’’ to
provide for ‘‘Amex Only’’ orders and
quotes that will trade only at the Amex
or be cancelled.
The text of the proposed rule change
is available at https://www.amex.com,
the principal office of the Amex, and 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
Amex 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 Amex 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
BILLING CODE 8011–01–P
1 15
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
1. Purpose
The Amex proposes to add new
paragraph (z) to Rule 131—AEMI to
adopt a new order and a new quote
type: the ‘‘Amex Only’’ order (‘‘AOO’’)
and the ‘‘Amex Only’’ quote (‘‘AOQ’’).
AOOs and AOQs will enable quoting
and other market participants to post
liquidity on the AEMI Book that will
trade only at the Amex, and therefore
will not incur the costs of routing to
away markets. If any portion of an AOO
or AOQ would otherwise be required,
under Regulation NMS,5 to route to
another market to avoid a trade-through
or a locked or crossed market, AEMI
would automatically cancel that portion
of the AOO or AOQ. Additionally, if
auto-ex is disabled during the regular
trading session, all AOOs or AOQs on
the AEMI Book would be cancelled (and
all incoming AOOs and AOQs rejected),
because neither AOOs nor AOQs would
be permitted to participate in intra-day
pair-offs.
AOOs and AOQs may be entered only
during the pre-opening or regular
trading session. AOOs may be limit or
5 17
Jkt 214001
PO 00000
CFR 242.600 et seq.
Frm 00107
Fmt 4703
Sfmt 4703
4027
market orders. Quoting participants
entering AOQs are limited to one per
price point per side of the market in the
particular security being quoted, and
only those streaming quotes to the
Amex via proprietary systems will have
AOQ functionality, when
implemented.6
The Amex states that it is introducing
AOOs and AOQs in response to market
participants’ strong demands for more
flexible order and quote types that will
provide more control over transaction
charges—one of the primary present
drivers of order flow decisions. By using
AOOs and AOQs, market participants
on Amex will be able to be certain of
either trading immediately against the
contra side of the market on Amex,
posting all or part of their order/quote
on the AEMI Book, or cancelling the
order/quote. The Amex notes that
another market already has a similar
order type in place,7 so competitive
reasons also are driving the Amex’s
decision to offer comparable
functionality to liquidity providers.
2. Statutory Basis
The proposed rule change is designed
to be consistent with Regulation NMS,
as well as Section 6(b) of the Act,8 in
general, and furthers the objectives of
Section 6(b)(5) of the Act,9 in particular,
in that it is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Amex believes that the proposed
rule change does not impose any burden
on competition that is not necessary or
appropriate in furtherance of the
purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
6 See
Rule 131—AEMI, Commentary .04.
NYSE Rule 13 (‘‘Do Not Ship’’ or ‘‘DNS’’
Orders). See also Securities Exchange Act Release
No. 55768 (May 15, 2007), 72 FR 28532 (May 21,
2007) (File No. SR–NYSE–2007–24) (notice of filing
and immediate effectiveness of proposal to establish
the DNS order type).
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(5).
7 See
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23JAN1
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Federal Register / Vol. 73, No. 15 / Wednesday, January 23, 2008 / Notices
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Amex has designated the
proposed rule change as one that: (1)
Does not significantly affect the
protection of investors or the public
interest; (2) does not impose any
significant burden on competition; and
(3) does not become operative for 30
days from the date of filing, or such
shorter time as the Commission may
designate if consistent with the
protection of investors and the public
interest. In addition, as required under
Rule 19b–4(f)(6)(iii),10 the Amex
provided the Commission with written
notice of its intention to file the
proposed rule change, along with a brief
description of the text of the proposed
rule change, at least five business days
prior to filing the proposal with the
Commission. Therefore, the proposed
rule change has become effective
pursuant to Section 19(b)(3)(A) of the
Act 11 and Rule 19b–4(f)(6)
thereunder.12
The Amex has requested that the
Commission waive the 30-day operative
delay for competitive reasons. The
Commission hereby grants the Amex’s
request.13 AOOs and AOQs are
substantially similar to order types that
have been established on other
exchanges.14 The Amex’s proposal does
not appear to raise any novel regulatory
issues. Therefore, the Commission
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest.
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 is consistent with the Act.
10 17
CFR 240.19b–4(f)(6)(iii).
U.S.C. 78s(b)(3)(A).
12 17 CFR 240.19b–4(f)(6).
13 For purposes of waiving the 30-day operative
delay, the Commission has considered the
proposal’s impact on efficiency, competition, and
capital formation. See 15 U.S.C. 78c(f).
14 See note 7, supra. See also Philadelphia Stock
Exchange Rule 185(b)(1)(D) (providing for Limit
Orders and Reserve Orders with Do Not Route
instructions).
ebenthall on PROD1PC69 with NOTICES
11 15
VerDate Aug<31>2005
15:17 Jan 22, 2008
Jkt 214001
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–57157; File No. SR–BSE–
2006–16]
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Amex–2008–03 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
Station Place, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–Amex–2008–03. 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 rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the Amex. 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 publicly available. All
submissions should refer to File
Number SR–Amex–2008–03 and should
be submitted on or before February 13,
2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–1054 Filed 1–22–08; 8:45 am]
BILLING CODE 8011–01–P
15 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00108
Fmt 4703
Sfmt 4703
Self-Regulatory Organizations; Boston
Stock Exchange, Inc.; Notice of Filing
of Amendment No. 3 to the Proposed
Rule Change and Order Granting
Accelerated Approval of Proposed
Rule Change, as Modified by
Amendments No. 1 and 3 Thereto, To
Adopt a Universal Price Improvement
Period for Public Customer Orders
January 15, 2008.
I. Introduction
On December 11, 2006, the Boston
Stock Exchange, Inc. (‘‘BSE’’ 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 proposal to amend the
rules of the Boston Options Exchange
(‘‘BOX’’) to adopt a Universal Price
Improvement Period (‘‘UPIP’’), an
auction that offers the opportunity for
price improvement for eligible Public
Customer orders. On February 1, 2007,
BSE filed Amendment No. 1 to the
proposed rule change. The proposed
rule change, as amended, was published
for comment in the Federal Register on
February 9, 2007.3 The Commission
received three comment letters
regarding the proposal.4 BSE filed
Amendment No. 2 to the proposed rule
change and a response to the comment
letters on November 19, 2007.5 On
December 13, 2007, BSE withdrew
Amendment No. 2 and filed
Amendment No. 3 to the proposed rule
change. The Commission is publishing
this notice to solicit comments on the
proposed rule change, as amended, from
interested persons and is
simultaneously approving the proposed
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 55230
(February 2, 2007), 72 FR 6302 (‘‘Notice’’).
4 See letter from Michael T. Bickford, Senior Vice
President, American Stock Exchange LLC
(‘‘Amex’’), to Nancy M. Morris, Secretary,
Commission, dated March 2, 2007 (‘‘Amex Letter’’);
letter from Michael J. Simon, Secretary,
International Securities Exchange, LLC (‘‘ISE’’), to
Nancy M. Morris, Secretary, Commission, dated
March 5, 2007 (‘‘ISE Letter’’); and letter from
Matthew B. Hinerfeld, Managing Director and
Deputy General Counsel, Citadel Investment Group,
L.L.C. (‘‘Citadel’’), to Nancy Morris, Secretary,
Commission, dated March 6, 2007 (‘‘Citadel
Letter’’).
5 See letter to Nancy M. Morris, Secretary,
Commission, from John Katovich, Chief Legal
Officer, BSE, dated November 19, 2007 (‘‘BSE
Letter’’).
2 17
E:\FR\FM\23JAN1.SGM
23JAN1
Agencies
[Federal Register Volume 73, Number 15 (Wednesday, January 23, 2008)]
[Notices]
[Pages 4027-4028]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-1054]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57154; File No. SR-Amex-2008-03]
Self-Regulatory Organizations; American Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
Relating to ``Amex Only'' Orders and Quotes
January 15, 2008.
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 January 9, 2008, the American Stock Exchange LLC (``Amex'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared substantially by the Amex. The
Amex has submitted the proposed rule change under Section 19(b)(3)(A)
of the Act \3\ and Rule 19b-4(f)(6) thereunder,\4\ which renders the
proposal effective upon filing with the Commission. The Commission is
publishing this notice to solicit comments on the proposed rule change
from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Amex proposes to amend Rule 131--AEMI, ``Types of Orders,'' to
provide for ``Amex Only'' orders and quotes that will trade only at the
Amex or be cancelled.
The text of the proposed rule change is available at https://
www.amex.com, the principal office of the Amex, and 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 Amex 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 Amex 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 Amex proposes to add new paragraph (z) to Rule 131--AEMI to
adopt a new order and a new quote type: the ``Amex Only'' order
(``AOO'') and the ``Amex Only'' quote (``AOQ''). AOOs and AOQs will
enable quoting and other market participants to post liquidity on the
AEMI Book that will trade only at the Amex, and therefore will not
incur the costs of routing to away markets. If any portion of an AOO or
AOQ would otherwise be required, under Regulation NMS,\5\ to route to
another market to avoid a trade-through or a locked or crossed market,
AEMI would automatically cancel that portion of the AOO or AOQ.
Additionally, if auto-ex is disabled during the regular trading
session, all AOOs or AOQs on the AEMI Book would be cancelled (and all
incoming AOOs and AOQs rejected), because neither AOOs nor AOQs would
be permitted to participate in intra-day pair-offs.
---------------------------------------------------------------------------
\5\ 17 CFR 242.600 et seq.
---------------------------------------------------------------------------
AOOs and AOQs may be entered only during the pre-opening or regular
trading session. AOOs may be limit or market orders. Quoting
participants entering AOQs are limited to one per price point per side
of the market in the particular security being quoted, and only those
streaming quotes to the Amex via proprietary systems will have AOQ
functionality, when implemented.\6\
---------------------------------------------------------------------------
\6\ See Rule 131--AEMI, Commentary .04.
---------------------------------------------------------------------------
The Amex states that it is introducing AOOs and AOQs in response to
market participants' strong demands for more flexible order and quote
types that will provide more control over transaction charges--one of
the primary present drivers of order flow decisions. By using AOOs and
AOQs, market participants on Amex will be able to be certain of either
trading immediately against the contra side of the market on Amex,
posting all or part of their order/quote on the AEMI Book, or
cancelling the order/quote. The Amex notes that another market already
has a similar order type in place,\7\ so competitive reasons also are
driving the Amex's decision to offer comparable functionality to
liquidity providers.
---------------------------------------------------------------------------
\7\ See NYSE Rule 13 (``Do Not Ship'' or ``DNS'' Orders). See
also Securities Exchange Act Release No. 55768 (May 15, 2007), 72 FR
28532 (May 21, 2007) (File No. SR-NYSE-2007-24) (notice of filing
and immediate effectiveness of proposal to establish the DNS order
type).
---------------------------------------------------------------------------
2. Statutory Basis
The proposed rule change is designed to be consistent with
Regulation NMS, as well as Section 6(b) of the Act,\8\ in general, and
furthers the objectives of Section 6(b)(5) of the Act,\9\ in
particular, in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to remove impediments to and perfect the mechanism
of a free and open market and a national market system, and, in
general, to protect investors and the public interest.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Amex believes that the proposed rule change does not impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were solicited or received with respect to the
proposed rule change.
[[Page 4028]]
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Amex has designated the proposed rule change as one that: (1)
Does not significantly affect the protection of investors or the public
interest; (2) does not impose any significant burden on competition;
and (3) does not become operative for 30 days from the date of filing,
or such shorter time as the Commission may designate if consistent with
the protection of investors and the public interest. In addition, as
required under Rule 19b-4(f)(6)(iii),\10\ the Amex provided the
Commission with written notice of its intention to file the proposed
rule change, along with a brief description of the text of the proposed
rule change, at least five business days prior to filing the proposal
with the Commission. Therefore, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act \11\ and Rule 19b-
4(f)(6) thereunder.\12\
---------------------------------------------------------------------------
\10\ 17 CFR 240.19b-4(f)(6)(iii).
\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
The Amex has requested that the Commission waive the 30-day
operative delay for competitive reasons. The Commission hereby grants
the Amex's request.\13\ AOOs and AOQs are substantially similar to
order types that have been established on other exchanges.\14\ The
Amex's proposal does not appear to raise any novel regulatory issues.
Therefore, the Commission believes that waiving the 30-day operative
delay is consistent with the protection of investors and the public
interest.
---------------------------------------------------------------------------
\13\ For purposes of waiving the 30-day operative delay, the
Commission has considered the proposal's impact on efficiency,
competition, and capital formation. See 15 U.S.C. 78c(f).
\14\ See note 7, supra. See also Philadelphia Stock Exchange
Rule 185(b)(1)(D) (providing for Limit Orders and Reserve Orders
with Do Not Route instructions).
---------------------------------------------------------------------------
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 is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-Amex-2008-03 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, Station Place, 100 F
Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-Amex-2008-03. 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 rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room, 100 F Street,
NE., Washington, DC 20549, on official business days between the hours
of 10 a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Amex. 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 publicly available. All
submissions should refer to File Number SR-Amex-2008-03 and should be
submitted on or before February 13, 2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
---------------------------------------------------------------------------
\15\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-1054 Filed 1-22-08; 8:45 am]
BILLING CODE 8011-01-P