Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Modify Fees for Members Using the Nasdaq Market Center, 8096-8098 [E8-2523]
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8096
Federal Register / Vol. 73, No. 29 / Tuesday, February 12, 2008 / Notices
members deliver a prospectus to
investors purchasing newly issued
Shares prior to or concurrently with the
confirmation of a transaction.
This approval order is based on the
Exchange’s representations.
The Commission notes that, if the
Shares should be delisted by the listing
exchange, the Exchange would no
longer have authority to trade the Shares
pursuant to this order.
The Commission also believes that the
Exchange’s proposal to amend Nasdaq
Rule 4420(m) is consistent with the Act.
The Commission notes that the
proposed modifications to Nasdaq Rule
4420(m) are substantially identical to a
proposal from NYSE Arca, Inc. (‘‘NYSE
Arca’’) that the Commission approved
and found consistent with the Act,23
and is approving this aspect of Nasdaq’s
proposal on the same basis.
The Commission finds good cause for
approving this proposal before the
thirtieth day after the publication of
notice thereof in the Federal Register.
As noted above, the Commission
previously found that the listing and
trading of the Shares on Amex is
consistent with the Act. In addition, the
Commission notes that the proposed
amendments to Nasdaq Rule 4420(m)
are substantially identical to a proposed
rule change submitted by NYSE Arca,
which was previously approved by the
Commission after an opportunity for
notice and comment. The Commission
presently is not aware of any regulatory
issue that should cause it to revisit these
findings or would preclude the trading
of the Shares on the Exchange pursuant
to UTP. Therefore, accelerating approval
of this proposal should benefit investors
by creating, without undue delay,
additional competition in the market for
the Shares.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,24 that the
proposed rule change (SR–NASDAQ–
2008–008) be, and it hereby is, approved
on an accelerated basis.
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–2468 Filed 2–11–08; 8:45 am]
BILLING CODE 8011–01–P
23 See Securities Exchange Act Release No. 57149
(January 15, 2008) 73 FR 3790 (January 22, 2008)
(SR–NYSEARCA–2007–122).
24 15 U.S.C. 78s(b)(2).
25 17 CFR 200.30–3(a)(12).
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57274; File No. SRNASDAQ–2008–009]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Modify
Fees for Members Using the Nasdaq
Market Center
February 5, 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 February
1, 2008, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’) 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 prepared
substantially by Nasdaq. Nasdaq has
designated this proposal as one
establishing or changing a member due,
fee, or other charge imposed by Nasdaq
under section 19(b)(3)(A)(ii) of the Act 3
and Rule 19b–4(f)(2) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq proposes to modify pricing for
Nasdaq members using the Nasdaq
Market Center. Nasdaq implemented
this proposed rule change on February
1, 2008. The text of the proposed rule
change is available at https://
www.nasdaq.complinet.com, the
principal offices of the Exchange, 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,
Nasdaq 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. Nasdaq has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
2 17
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Nasdaq is introducing changes to its
order execution pricing schedule to
lower fees for certain members that
execute high volumes of transactions
through the Nasdaq Market Center but
that do not qualify for current favorable
pricing because they provide lower
volumes of liquidity. Specifically, any
member that accesses an average of 55
million or more shares of liquidity
through the Nasdaq Market Center in a
month would pay a reduced fee for
accessing that liquidity unless the
member already qualifies for a more
favorable pricing level. For shares of
New York Stock Exchange (‘‘NYSE’’)
listed companies, the fee will be
$0.00285 per share executed in the
Nasdaq Market Center,5 and for
securities listed on Nasdaq and other
exchanges, the reduced fee will be
$0.00265 per share executed in the
Nasdaq Market Center.6 Members
qualifying for the reduced execution
charge would continue to pay fees for
routing to other exchanges at their
current levels, which are identical to the
current fees for accessing liquidity.
Second, Nasdaq is simplifying its
pricing schedule by eliminating a
reduced fee for orders that are
designated for routing directly to the
American Stock Exchange (‘‘Amex’’)
without attempting to execute in the
Nasdaq Market Center prior to routing.
As a result, for securities listed on
exchanges other than NYSE, the fee is
now $0.0035 per share for all orders
5 The fee represents a reduction from the current
execution fees of $0.0029 per share paid by
members with an average daily volume of (i) more
than 20 million shares of liquidity provided and (ii)
more than 35 million shares of liquidity accessed
and/or routed; and $0.003 per share executed for
members with lower volumes. Members with an
average daily volume of (i) more than 35 million
shares of liquidity provided and (ii) more than 55
million shares of liquidity accessed and/or routed;
or with an average daily volume of (i) more than
25 million shares of liquidity provided, and (ii)
more than 65 million shares of liquidity accessed
and/or routed, will continue to pay a lower rate of
$0.0028 per share executed.
6 The fee represents a reduction from the current
execution fees of $0.0028 per share paid by
members with an average daily volume of (i) more
than 20 million shares of liquidity provided and (ii)
more than 35 million shares of liquidity accessed
and/or routed; and $0.003 per share executed for
members with lower volumes. Members with an
average daily volume of (i) more than 35 million
shares of liquidity provided and (ii) more than 55
million shares of liquidity accessed and/or routed;
or with an average daily volume of (i) more than
25 million shares of liquidity provided, and (ii)
more than 65 million shares of liquidity accessed
and/or routed, will continue to pay a lower rate of
$0.0026 per share executed.
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Federal Register / Vol. 73, No. 29 / Tuesday, February 12, 2008 / Notices
designated for specialized routing,
including Directed Intermarket Sweep
Orders, orders that attempt to execute
solely against displayed interest in
Nasdaq, and orders that do not attempt
to execute in Nasdaq at all.
Third, Nasdaq is reducing one of the
volume levels required to qualify for a
reduced fee for routing orders to NYSE.
Members with an average daily volume
of more than 50 million shares of
liquidity (currently 60 million shares)
routed to NYSE without attempting to
execute in Nasdaq (other than Directed
Intermarket Sweep Orders) will qualify
for a fee of $0.0009 for orders that do
not attempt to execute in Nasdaq
(compared with the fee of $0.001 for
members with lower volumes).7
Finally, Nasdaq is modifying its fees
for routing odd lot transactions to NYSE
Arca. Currently, these fees apply only to
orders that are entered in Nasdaq as odd
lots and then executed at NYSE Arca.
The modified fees will apply to any
order executed at NYSE Arca as an odd
lot, regardless of how it is entered in
Nasdaq. For orders that attempt to
execute in Nasdaq prior to routing, the
fee will be $0.004 per share executed for
Nasdaq-listed securities and $0.03 for
other securities; for orders that do not
attempt to execute in Nasdaq, the fee
will be $0.005 per share executed for
Nasdaq-listed securities and $0.04 for
other securities. The change is designed
to allow Nasdaq to recoup charges that
NYSE Arca imposes on odd lots; the
higher fee for orders that do not check
Nasdaq before routing is designed to
further discourage the entry of odd lot
orders that have no opportunity for
executing prior to routing.
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2. Statutory Basis
Nasdaq believes that the proposed
rule change is consistent with the
provisions of section 6 of the Act,8 in
general, and with section 6(b)(4) of the
Act,9 in particular, in that it provides for
the equitable allocation of reasonable
dues, fees and other charges among
members and issuers and other persons
using any facility or system which
Nasdaq operates or controls. The
changes will result in a reduction in
execution fees for members that execute
high volumes of securities in Nasdaq
but without also providing high
volumes of liquidity, and will expand
the availability of reduced routing rates
for members using Nasdaq to route to
the NYSE. The changes will also
7 Members also qualify for the reduced fee if they
have an average daily volume of more than 35
million shares of liquidity provided.
8 15 U.S.C. 78f.
9 15 U.S.C. 78f(b)(4).
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rationalize fees for routing orders in
securities listed on exchanges other than
NYSE by eliminating a discount for
certain orders routed to Amex. Finally,
the proposed rule change will ensure
that Nasdaq fully recovers costs
incurred when routing odd lots to NYSE
Arca and will provide financial
disincentives for members to enter
orders that are likely to result in the
routing of odd lots. The impact of the
changes upon the net fees paid by a
particular market participant will
depend upon a number of variables,
including the types of securities that it
trades through Nasdaq, its monthly
volume, the order types it uses, and the
prices of its quotes and orders, but on
balance the change should result in a fee
decrease or unchanged fees for most
members. Nasdaq notes that it operates
in a highly competitive market in which
market participants can readily direct
order flow to competing venues if they
deem fee levels at a particular venue to
be excessive. Accordingly, to the extent
that certain routing fees are increasing,
Nasdaq believes that these fees remain
competitive with those charged by other
venues and therefore continue to be
reasonable and equitably allocated to
those members that opt to direct orders
to Nasdaq rather than competing
venues.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Nasdaq does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change
has been designated as a fee change
pursuant to section 19(b)(3)(A)(ii) of the
Act 10 and Rule 19b–4(f)(2) 11
thereunder, because it establishes or
changes a due, fee, or other charge
imposed on members by Nasdaq.
Accordingly, the proposal is effective
upon filing with the Commission. 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
10 15
11 17
PO 00000
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
Frm 00068
Fmt 4703
Sfmt 4703
8097
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2008–009 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–NASDAQ–2008–009. 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 Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make publicly available. All
submissions should refer to File
Number SR–NASDAQ–2008–009 and
should be submitted on or before March
4, 2008.
E:\FR\FM\12FEN1.SGM
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8098
Federal Register / Vol. 73, No. 29 / Tuesday, February 12, 2008 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–2523 Filed 2–11–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57272; File No. SR–NYSE–
2007–101]
Self-Regulatory Organizations; New
York Stock Exchange, LLC; Order
Granting Approval of Proposed Rule
Change Relating to Amendments to
NYSE Rule 104.21 (‘‘Specialist
Organizations—Additional Capital
Requirements’’)
February 5, 2008.
I. Introduction
On November 2, 2007, the New York
Stock Exchange LLC (‘‘NYSE’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
the ‘‘Commission’’), pursuant to section
19(b)(1) 1 of the Securities Exchange Act
of 1934 (‘‘Exchange Act’’) 2 and Rule
19b–4 thereunder,3 a proposal to amend
its Rule 104.21 regarding additional
capital requirements for specialist
organizations. The proposed rule change
was published for comment in the
Federal Register on December 28,
2007.4 The Commission received no
comments regarding the proposal. This
order approves the proposed rule
changes.
II. Description of the Proposal
mstockstill on PROD1PC66 with NOTICES
The proposed rule change would
reduce the total base capital
requirement that must be maintained as
net liquid assets for all specialists from
$1 billion to $250 million. NYSE
believes this amount will adequately
protect specialist organizations during
periods of market stress. Further, each
of the specialist organizations have
sources of funding that can provide
necessary liquidity during a period of
market stress. It is no longer necessary
for specialist organizations to maintain
the currently required levels of liquid
capital, as specialist positions and the
likelihood of losses have been reduced
dramatically due to changes in the
structure of the market.
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78(a) et seq.
3 17 CFR 240.19b–4.
4 See Securities Exchange Act Release No. 57000
(Dec. 20, 2007), 72 FR 73947.
1 15
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17:46 Feb 11, 2008
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III. Discussion
After careful review and based on the
Exchange’s representations, the
Commission finds that the proposed
rule changes are consistent with the Act
and the rules and regulations applicable
to a national securities exchange.5 In
particular, the Commission finds that
the proposed rule changes are consistent
with section 6(b)(5) 6 which requires,
among other things, that the rules of a
national securities exchange be
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.
The Commission believes it is
consistent with the Act for the Exchange
to amend NYSE Rule 104.21 as
proposed, because the level of
participation by specialist firms in
trading on the Exchange has declined
with the proliferation of electronic
trading and the significant change in the
Exchange’s trading system introduced
by the Hybrid Market.7 The NYSE has
noted that the increased efficiency with
which others can access the Exchange’s
market has increased liquidity and
decreased the market’s reliance on the
specialist to provide the contra side in
a continuous auction. While the NYSE
considers specialist participation to still
be an important feature of its Hybrid
Market, it has documented a lower
participation by specialist organizations.
This decreased participation means that
specialists are assuming less risk.
The Commission notes that FINRA,
on behalf of NYSE, will continue to
assess the specialists’ net liquid asset
requirements in relation to the Hybrid
Market and monitor their net liquid
assets on a daily basis. NYSE and
FINRA require notification for all
5 In approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
6 15 U.S.C. 78f(b)(5).
7 See Release No. 34–53539 (March 22, 2006); 71
FR 16353 (March 31, 2006) File No. SR–NYSE–
2004–05) (approving amendments to NYSE Rules
(approving the proposed rule change to establish
the NYSE Hybrid Market). The rule change created
a ‘‘Hybrid Market’’ by, among other things,
increasing the availability of automatic executions
in its existing automatic execution facility, NYSE
Direct+, and providing a means for participation in
the expanded automated market by its floor
members. The change altered the way NYSE’s
market operates by allowing more orders to be
executed directly in Direct+, which in essence
moves NYSE from a floor-based auction market
with limited automation order interaction to a more
automated market with limited floor-based auction
market availability.
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withdrawals of capital, and approval for
any withdrawal being made on less than
six months advance notice to the
Exchange.
IV. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Act,8 that the
proposed rule change (SR–NYSE–2007–
101), as amended, be, and hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–2470 Filed 2–11–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57270; File No. SR–OCC–
2007–20]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing of a Proposed Rule Change
Relating to the System for Theoretical
Analysis and Numerical Simulations
February 5, 2008.
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 notice is hereby given that on
December 14, 2007, The Options
Clearing Corporation (‘‘OCC’’) 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 prepared primarily by OCC.
The Commission is publishing 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 proposed rule change would
permit the incorporation of certain
forms of securities deposited as margin
collateral into OCC’s System for
Theoretical Analysis and Numerical
Simulations (‘‘STANS’’) risk
management methodology.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
OCC included statements concerning
the purpose of and basis for the
8 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
9 17
E:\FR\FM\12FEN1.SGM
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Agencies
[Federal Register Volume 73, Number 29 (Tuesday, February 12, 2008)]
[Notices]
[Pages 8096-8098]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-2523]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57274; File No. SR-NASDAQ-2008-009]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
To Modify Fees for Members Using the Nasdaq Market Center
February 5, 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 February 1, 2008, The NASDAQ Stock Market LLC (``Nasdaq'') 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 prepared substantially by Nasdaq. Nasdaq has designated
this proposal as one establishing or changing a member due, fee, or
other charge imposed by Nasdaq under section 19(b)(3)(A)(ii) of the Act
\3\ and Rule 19b-4(f)(2) 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.
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\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)(2).
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
Nasdaq proposes to modify pricing for Nasdaq members using the
Nasdaq Market Center. Nasdaq implemented this proposed rule change on
February 1, 2008. The text of the proposed rule change is available at
https://www.nasdaq.complinet.com, the principal offices of the Exchange,
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, Nasdaq 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. Nasdaq 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
Nasdaq is introducing changes to its order execution pricing
schedule to lower fees for certain members that execute high volumes of
transactions through the Nasdaq Market Center but that do not qualify
for current favorable pricing because they provide lower volumes of
liquidity. Specifically, any member that accesses an average of 55
million or more shares of liquidity through the Nasdaq Market Center in
a month would pay a reduced fee for accessing that liquidity unless the
member already qualifies for a more favorable pricing level. For shares
of New York Stock Exchange (``NYSE'') listed companies, the fee will be
$0.00285 per share executed in the Nasdaq Market Center,\5\ and for
securities listed on Nasdaq and other exchanges, the reduced fee will
be $0.00265 per share executed in the Nasdaq Market Center.\6\ Members
qualifying for the reduced execution charge would continue to pay fees
for routing to other exchanges at their current levels, which are
identical to the current fees for accessing liquidity.
---------------------------------------------------------------------------
\5\ The fee represents a reduction from the current execution
fees of $0.0029 per share paid by members with an average daily
volume of (i) more than 20 million shares of liquidity provided and
(ii) more than 35 million shares of liquidity accessed and/or
routed; and $0.003 per share executed for members with lower
volumes. Members with an average daily volume of (i) more than 35
million shares of liquidity provided and (ii) more than 55 million
shares of liquidity accessed and/or routed; or with an average daily
volume of (i) more than 25 million shares of liquidity provided, and
(ii) more than 65 million shares of liquidity accessed and/or
routed, will continue to pay a lower rate of $0.0028 per share
executed.
\6\ The fee represents a reduction from the current execution
fees of $0.0028 per share paid by members with an average daily
volume of (i) more than 20 million shares of liquidity provided and
(ii) more than 35 million shares of liquidity accessed and/or
routed; and $0.003 per share executed for members with lower
volumes. Members with an average daily volume of (i) more than 35
million shares of liquidity provided and (ii) more than 55 million
shares of liquidity accessed and/or routed; or with an average daily
volume of (i) more than 25 million shares of liquidity provided, and
(ii) more than 65 million shares of liquidity accessed and/or
routed, will continue to pay a lower rate of $0.0026 per share
executed.
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Second, Nasdaq is simplifying its pricing schedule by eliminating a
reduced fee for orders that are designated for routing directly to the
American Stock Exchange (``Amex'') without attempting to execute in the
Nasdaq Market Center prior to routing. As a result, for securities
listed on exchanges other than NYSE, the fee is now $0.0035 per share
for all orders
[[Page 8097]]
designated for specialized routing, including Directed Intermarket
Sweep Orders, orders that attempt to execute solely against displayed
interest in Nasdaq, and orders that do not attempt to execute in Nasdaq
at all.
Third, Nasdaq is reducing one of the volume levels required to
qualify for a reduced fee for routing orders to NYSE. Members with an
average daily volume of more than 50 million shares of liquidity
(currently 60 million shares) routed to NYSE without attempting to
execute in Nasdaq (other than Directed Intermarket Sweep Orders) will
qualify for a fee of $0.0009 for orders that do not attempt to execute
in Nasdaq (compared with the fee of $0.001 for members with lower
volumes).\7\
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\7\ Members also qualify for the reduced fee if they have an
average daily volume of more than 35 million shares of liquidity
provided.
---------------------------------------------------------------------------
Finally, Nasdaq is modifying its fees for routing odd lot
transactions to NYSE Arca. Currently, these fees apply only to orders
that are entered in Nasdaq as odd lots and then executed at NYSE Arca.
The modified fees will apply to any order executed at NYSE Arca as an
odd lot, regardless of how it is entered in Nasdaq. For orders that
attempt to execute in Nasdaq prior to routing, the fee will be $0.004
per share executed for Nasdaq-listed securities and $0.03 for other
securities; for orders that do not attempt to execute in Nasdaq, the
fee will be $0.005 per share executed for Nasdaq-listed securities and
$0.04 for other securities. The change is designed to allow Nasdaq to
recoup charges that NYSE Arca imposes on odd lots; the higher fee for
orders that do not check Nasdaq before routing is designed to further
discourage the entry of odd lot orders that have no opportunity for
executing prior to routing.
2. Statutory Basis
Nasdaq believes that the proposed rule change is consistent with
the provisions of section 6 of the Act,\8\ in general, and with section
6(b)(4) of the Act,\9\ in particular, in that it provides for the
equitable allocation of reasonable dues, fees and other charges among
members and issuers and other persons using any facility or system
which Nasdaq operates or controls. The changes will result in a
reduction in execution fees for members that execute high volumes of
securities in Nasdaq but without also providing high volumes of
liquidity, and will expand the availability of reduced routing rates
for members using Nasdaq to route to the NYSE. The changes will also
rationalize fees for routing orders in securities listed on exchanges
other than NYSE by eliminating a discount for certain orders routed to
Amex. Finally, the proposed rule change will ensure that Nasdaq fully
recovers costs incurred when routing odd lots to NYSE Arca and will
provide financial disincentives for members to enter orders that are
likely to result in the routing of odd lots. The impact of the changes
upon the net fees paid by a particular market participant will depend
upon a number of variables, including the types of securities that it
trades through Nasdaq, its monthly volume, the order types it uses, and
the prices of its quotes and orders, but on balance the change should
result in a fee decrease or unchanged fees for most members. Nasdaq
notes that it operates in a highly competitive market in which market
participants can readily direct order flow to competing venues if they
deem fee levels at a particular venue to be excessive. Accordingly, to
the extent that certain routing fees are increasing, Nasdaq believes
that these fees remain competitive with those charged by other venues
and therefore continue to be reasonable and equitably allocated to
those members that opt to direct orders to Nasdaq rather than competing
venues.
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\8\ 15 U.S.C. 78f.
\9\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
Nasdaq does not believe that the proposed rule change will result
in any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act, as amended.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change has been designated as a fee
change pursuant to section 19(b)(3)(A)(ii) of the Act \10\ and Rule
19b-4(f)(2) \11\ thereunder, because it establishes or changes a due,
fee, or other charge imposed on members by Nasdaq. Accordingly, the
proposal is effective upon filing with the Commission. 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.
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\10\ 15 U.S.C. 78s(b)(3)(A)(ii).
\11\ 17 CFR 240.19b-4(f)(2).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2008-009 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-NASDAQ-2008-009. 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 Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make publicly available. All
submissions should refer to File Number SR-NASDAQ-2008-009 and should
be submitted on or before March 4, 2008.
[[Page 8098]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-2523 Filed 2-11-08; 8:45 am]
BILLING CODE 8011-01-P