Self-Regulatory Organizations; National Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto, To Amend Exchange Rule 16 and the Fee Schedule To Modify Fees and Market Data Rebates for AutoEx Transactions and Other Changes, 9379-9381 [E8-3040]
Download as PDF
Federal Register / Vol. 73, No. 34 / Wednesday, February 20, 2008 / Notices
Matching System.8 This proposed fee
change is designed to take effect on
February 1, 2008.
These changes are designed to create
incentives for Exchange participants to
use the CHX Connect network and for
users of the CHX Connect network to
send orders to the Exchange’s Matching
System. The Exchange believes that
these fee changes equitably allocate fees
among CHX participants (including
those participants using the CHX
Connect network) while helping to
offset the costs of providing the
network.9
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b)(4) of the
Act 10 in that it provides for the
equitable allocation of reasonable dues,
fees and other charges among its
members.
B. Self Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule changes will impose
any burden on competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were either
solicited or received.
rwilkins on PROD1PC63 with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change is
filed pursuant to Section 19(b)(3)(A)(ii)
of the Act 11 and subparagraph (f)(2) of
Rule 19b-4 thereunder 12 because it
establishes or changes a due, fee, or
other charge applicable only to a
member imposed by a self-regulatory
organization. Accordingly, the proposal
is effective upon Commission receipt of
the filing. 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,
8 These credits may not be used to reduce the
overall fee below $5,000 per month.
9 The CHX had increased the monthly fee to
$10,000 per month, effective December 1, 2007.
Although the Exchange had notified affected
participants of the proposed change, at least one of
those participants voiced concerns about the fee
increase soon after it took effect. The Exchange has
determined that it is appropriate to continue to offer
the CHX Connect services, with a reduced monthly
fee and an additional incentive to place orders in
the Exchange’s Matching System for execution.
10 15 U.S.C. 78f(b)(4).
11 15 U.S.C. 78s(b)(3)(A)(ii).
12 17 CFR 240.19b–4(f)(2).
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16:47 Feb 19, 2008
Jkt 214001
or otherwise in furtherance of the
purposes of the Act.13
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–CHX–2008–01 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–CHX–2008–01. 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 CHX. 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
13 For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change under Section
19(b)(3)(C) of the Act, the Commission considers
the period to commence on February 11, 2008, the
date on which CHX filed Amendment No. 1. See 15
U.S.C. 78s(b)(3)(C).
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
9379
submissions should refer to File
Number SR–CHX–2008–01 and should
be submitted on or before March 12,
2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–3039 Filed 2–19–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57316; File No. SR–NSX–
2008–01]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change and
Amendment No. 1 Thereto, To Amend
Exchange Rule 16 and the Fee
Schedule To Modify Fees and Market
Data Rebates for AutoEx Transactions
and Other Changes
February 12, 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
30, 2008, the National Stock Exchange,
Inc. (‘‘NSX’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been substantially prepared by the
Exchange. On February 6, 2008, NSX
filed Amendment No. 1 to the proposed
rule change. The Exchange filed the
proposed rule change pursuant to
section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(2) thereunder,4 which renders
it effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change,
as amended, from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NSX proposes to amend Exchange
Rule 16 and the NSX BLADE SM Fee and
Rebate Schedule (the ‘‘Fee Schedule’’)
in order to (i) modify the fees and
market data rebates associated with
trading primarily in the automatic mode
of order execution (hereinafter
‘‘AutoEx’’) transactions, (ii) establish a
14 17
CFR 200.30–3(a)(12).
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)(2).
1 15
E:\FR\FM\20FEN1.SGM
20FEN1
9380
Federal Register / Vol. 73, No. 34 / Wednesday, February 20, 2008 / Notices
quarterly de minimis threshold amount
for tape credits, and (iii) substitute the
current Fee Schedule with a more
transparent Fee Schedule in a revised
format.
The text of the proposed rule change
is available at the https://www.nsx.com,
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,
NSX included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. The Exchange has
prepared summaries, set forth in
sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to modify
certain fees and rebates for trades
executed in AutoEx as set forth in Rule
11.13(b)(1). In addition, a de minimis
rebate threshold is proposed which
would eliminate market data rebates
below a certain quarterly amount.
Finally, the Fee Schedule is proposed to
be reformatted to best reflect the
foregoing.
rwilkins on PROD1PC63 with NOTICES
Liquidity Taking Fee in AutoEx
Specifically, with respect to securities
traded at one dollar or more in AutoEx,
the instant filing proposes reducing the
per share executed liquidity taking fee
from $0.0030 to $0.0025 across Tapes A,
B, and C in NSX BLADE for any ETP
Holder 5 who, as a liquidity provider,
has an average daily volume of at least
50,000 shares executed per trading day
(excluding partial trading days and
securities under one dollar) for the
month in which the executions
occurred. The current $0.0030 per share
executed liquidity taking fee would
remain unchanged with respect to ETP
Holders who do not reach such average
daily volume during the month. The
introduction of a reduced liquidity
taking fee upon meeting certain volume
requirements is intended to provide an
5 An
ETP Holder is a registered broker or dealer
that has been issued an Equity Trading Permit by
NSX. An ETP Holder will have the status of a
‘‘member’’ of the Exchange as that term is defined
in Section 3 of the Act.
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16:47 Feb 19, 2008
Jkt 214001
incentive to ETP Holders to post
liquidity at NSX, thereby bringing more
liquidity to the Exchange.
Liquidity Provider Rebates in AutoEx
Further, the Exchange proposes to
simplify the Fee Schedule by providing
for different rebates for adding liquidity
depending on whether the security is in
Tape A, B, or C, instead of whether the
security is identified a ‘‘Designated ETF
Share.’’ Thus, under the proposed Fee
Schedule, the rebate for adding liquidity
is reduced in Tape A and C securities
generally from $0.0030 per share
executed to $0.0026 per share executed.
The $0.0030 per share executed
liquidity providing rebate in Tape B
securities remains unchanged except for
those Exchange Traded Funds identified
as ‘‘Designated ETF Shares,’’ in which
case the per share executed liquidity
providing rebate is reduced under the
proposed Fee Schedule from $0.0035 to
$0.0030. The concept of ‘‘Designated
ETFs’’ and the associated fee and rebate
structure as set forth in the current Fee
Schedule is proposed to be eliminated
in its entirety and replaced by the
foregoing simplified rate structure.
However, the distinction between the
liquidity provider rebates for the Tape B
securities and the Tape A and C
securities corresponds to the previous
distinction between Designated ETF
Shares (which were largely Tape B
securities) and Tape A and C securities.
NSX made this distinction in its past
Fee Schedule between the rebates to
provide an incentive to increase trading
volume in the Designated ETF Shares.6
Since these shares are largely Tape B
securities that distinction has been
retained in this proposed Fee Schedule.
Moreover, NSX believes the proposed
liquidity provider rebates are not
unfairly discriminatory in that all ETP
Holders are eligible to trade in Tape A,
B, and C securities in AutoEx and may
do so at their discretion.
Tape Credits in AutoEx
The instant filing proposes to
eliminate tape credits for trade market
data across Tapes A, B, and C in all
AutoEx transactions, regardless of the
price of the security. Tape credits would
remain unchanged with respect to
transactions in the Order Delivery
mode.
De Minimis Rebate Threshold for
Market Data Revenue
The instant filing proposes to adopt
new Exchange Rule 16.2(b)(5) to
6 See Securities Exchange Act Release No. 56883
(December 3, 2007), 72 FR 69269 (December 7,
2007) (SR–NSX–2007–11).
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Frm 00108
Fmt 4703
Sfmt 4703
eliminate quarterly market data revenue
rebates which aggregate less than $250
per quarter with respect to any ETP
Holder. The Exchange believes that the
value of such rebates is outweighed by
the associated administrative burden
both to the Exchange and to ETP
Holders who receive such rebates.
Order Delivery and Other Fees and
Costs
The fees and/or rebates with respect
to transactions in the Order Delivery
mode of order interaction as set forth in
Rule 11.13(b)(2) remain unchanged,
except for the application of the de
minimis tape credit rebate threshold
discussed above. Moreover, for purposes
of clarification, the execution fee for
removing liquidity is the same whether
the contra-order is an AutoEx or Order
Delivery order.7 Thus, the fee for taking
liquidity from an Order Delivery firm is
reflected in the Fee Schedule as taking
liquidity in the AutoEx mode. Further,
there are no currently proposed changes
to the information contained in Section
III of the proposed Fee Schedule
regarding routing fees.
New Fee Schedule Format
Finally, in addition to the substantive
changes to the Fee Schedule as
described above, the instant filing
proposes the adoption of a new format
for its Fee Schedule, which the
Exchange believes is more transparent
and easier to navigate and understand.
The proposed Fee Schedule is renamed
as the Exchange’s ‘‘Fee and Rebate
Schedule’’ and includes the tape credit
amounts specified in Rule 16.2(b). The
proposed Fee Schedule provides
explanatory endnotes and cross
references applicable Exchange Rules
where necessary or applicable.
Rationale
The Exchange has determined that the
proposed rule change is necessary for
competitive reasons. Under the
proposed Fee Schedule, the fees paid by
a particular ETP Holder will depend on
a number of variables, including the
mode of order interaction (AutoEx or
Order Delivery), the types of securities
traded through NSX BLADE (Tapes A,
B, or C), the average daily monthly
7 Orders entered via Order Delivery/Automated
Response provide liquidity to the Exchange since
the Order Delivery/Automated Response mode was
designed to prevent an Order Delivery Firm from
having two executions for the same liquidity in two
different markets—at the Exchange and at the
Electronic Communication Network’s market. Thus,
by definition, an Order Delivery mode of execution
would never take liquidity away from the Exchange.
The contra-side of an Order Delivery Automated
Response will always be conducted using the
AutoEx Mode of Rule 11.3(b)(1).
E:\FR\FM\20FEN1.SGM
20FEN1
Federal Register / Vol. 73, No. 34 / Wednesday, February 20, 2008 / Notices
liquidity providing volume, and the
price of the securities (with a distinction
for those above and below $1.00). These
factors are taken into consideration and
reflected in the introduction of a
reduced liquidity taking fee (provided
certain volume thresholds are met) as an
incentive to ETP Holders to both post
and take liquidity at NSX and the more
simplified fee schedule for Tape B
securities (in lieu of the longer list of the
fees associated with specific Designated
ETF Shares 8). NSX 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 more attractive. Accordingly, the
proposed modifications attempt to keep
the fees reflected in the Fee Schedule
competitive with fees charged by other
venues and to continue to be reasonable
and equitably allocated to those ETP
Holders that opt to direct orders to NSX.
Based upon the information above, the
Exchange believes that the proposed
rule change is consistent with the
protection of investors and the public
interest.
Effective Date and Notice
The Exchange intends to make
operative the tape rebate structure and
new Fee Schedule in accordance with
the proposed rule change on February 1,
2008. Pursuant to Exchange Rule
16.1(c), the Exchange will ‘‘provide ETP
Holders with notice of all relevant dues,
fees, assessments and charges of the
Exchange’’ through the issuance of a
Regulatory Circular of the changes to the
Fee Schedule and will provide a copy
of the rule filing on the Exchange’s Web
site (https://www.nsx.com).
rwilkins on PROD1PC63 with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of section 6(b) of the
Act,9 in general, and section 6(b)(4) of
the Act,10 in particular, in that it is
designed to provide for the equitable
allocation of reasonable dues, fees and
other charges. Moreover, the proposed
liquidity provider rebates are not
discriminatory in that all ETP Holders
are eligible to trade in Tape A, B, and
C securities in AutoEx and may do so
at their discretion.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
8 See
supra note 6.
U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(4).
9 15
VerDate Aug<31>2005
16:47 Feb 19, 2008
Jkt 214001
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
Written comments on the proposed
rule change were neither solicited nor
received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change is
filed pursuant to section 19(b)(3)(A)(ii)
of the Act 11 and subparagraph (f)(2) of
Rule 19b–4 thereunder 12 because it
establishes or changes a due, fee, or
other charge applicable only to a
member imposed by a self-regulatory
organization. Accordingly, the proposal
is effective upon Commission receipt of
the filing. 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.13
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
9381
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 NSX. 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–NSX–2008–01 and should
be submitted on or before March 12,
2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–3040 Filed 2–19–08; 8:45 am]
• 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–NSX–2008–01 on the
subject line.
BILLING CODE 8011–01–P
Paper Comments
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of a
Proposed Rule Change, and
Amendment No. 1 Thereto, Relating to
the Listing and Trading of Six iShares
S&P GSCITM Commodity-Indexed
Trusts
• 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–NSX–2008–01. This file
number should be included on the
11 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
13 For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change under Section
19(b)(3)(C) of the Act, the Commission considers
the period to commence on February 6, 2008, the
date on which NSX filed Amendment No. 1. See 15
U.S.C. 78s(b)(3)(C).
12 17
PO 00000
Frm 00109
Fmt 4703
Sfmt 4703
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57318; File No. SR–
NYSEArca–2007–91]
February 12, 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 August
30, 2007, NYSE Arca, Inc. (‘‘NYSE
Arca’’ or ‘‘Exchange’’), through its
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\20FEN1.SGM
20FEN1
Agencies
[Federal Register Volume 73, Number 34 (Wednesday, February 20, 2008)]
[Notices]
[Pages 9379-9381]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-3040]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57316; File No. SR-NSX-2008-01]
Self-Regulatory Organizations; National Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
and Amendment No. 1 Thereto, To Amend Exchange Rule 16 and the Fee
Schedule To Modify Fees and Market Data Rebates for AutoEx Transactions
and Other Changes
February 12, 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 30, 2008, the National Stock Exchange, Inc. (``NSX'' or
``Exchange'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been substantially prepared by the
Exchange. On February 6, 2008, NSX filed Amendment No. 1 to the
proposed rule change. The Exchange filed the proposed rule change
pursuant to section 19(b)(3)(A) of the Act \3\ and Rule 19b-4(f)(2)
thereunder,\4\ which renders it effective upon filing with the
Commission. The Commission is publishing this notice to solicit
comments on the proposed rule change, as amended, from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NSX proposes to amend Exchange Rule 16 and the NSX BLADE
SM Fee and Rebate Schedule (the ``Fee Schedule'') in order
to (i) modify the fees and market data rebates associated with trading
primarily in the automatic mode of order execution (hereinafter
``AutoEx'') transactions, (ii) establish a
[[Page 9380]]
quarterly de minimis threshold amount for tape credits, and (iii)
substitute the current Fee Schedule with a more transparent Fee
Schedule in a revised format.
The text of the proposed rule change is available at the https://
www.nsx.com, 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, NSX included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to modify certain fees and rebates for
trades executed in AutoEx as set forth in Rule 11.13(b)(1). In
addition, a de minimis rebate threshold is proposed which would
eliminate market data rebates below a certain quarterly amount.
Finally, the Fee Schedule is proposed to be reformatted to best reflect
the foregoing.
Liquidity Taking Fee in AutoEx
Specifically, with respect to securities traded at one dollar or
more in AutoEx, the instant filing proposes reducing the per share
executed liquidity taking fee from $0.0030 to $0.0025 across Tapes A,
B, and C in NSX BLADE for any ETP Holder \5\ who, as a liquidity
provider, has an average daily volume of at least 50,000 shares
executed per trading day (excluding partial trading days and securities
under one dollar) for the month in which the executions occurred. The
current $0.0030 per share executed liquidity taking fee would remain
unchanged with respect to ETP Holders who do not reach such average
daily volume during the month. The introduction of a reduced liquidity
taking fee upon meeting certain volume requirements is intended to
provide an incentive to ETP Holders to post liquidity at NSX, thereby
bringing more liquidity to the Exchange.
---------------------------------------------------------------------------
\5\ An ETP Holder is a registered broker or dealer that has been
issued an Equity Trading Permit by NSX. An ETP Holder will have the
status of a ``member'' of the Exchange as that term is defined in
Section 3 of the Act.
---------------------------------------------------------------------------
Liquidity Provider Rebates in AutoEx
Further, the Exchange proposes to simplify the Fee Schedule by
providing for different rebates for adding liquidity depending on
whether the security is in Tape A, B, or C, instead of whether the
security is identified a ``Designated ETF Share.'' Thus, under the
proposed Fee Schedule, the rebate for adding liquidity is reduced in
Tape A and C securities generally from $0.0030 per share executed to
$0.0026 per share executed. The $0.0030 per share executed liquidity
providing rebate in Tape B securities remains unchanged except for
those Exchange Traded Funds identified as ``Designated ETF Shares,'' in
which case the per share executed liquidity providing rebate is reduced
under the proposed Fee Schedule from $0.0035 to $0.0030. The concept of
``Designated ETFs'' and the associated fee and rebate structure as set
forth in the current Fee Schedule is proposed to be eliminated in its
entirety and replaced by the foregoing simplified rate structure.
However, the distinction between the liquidity provider rebates for the
Tape B securities and the Tape A and C securities corresponds to the
previous distinction between Designated ETF Shares (which were largely
Tape B securities) and Tape A and C securities. NSX made this
distinction in its past Fee Schedule between the rebates to provide an
incentive to increase trading volume in the Designated ETF Shares.\6\
Since these shares are largely Tape B securities that distinction has
been retained in this proposed Fee Schedule. Moreover, NSX believes the
proposed liquidity provider rebates are not unfairly discriminatory in
that all ETP Holders are eligible to trade in Tape A, B, and C
securities in AutoEx and may do so at their discretion.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 56883 (December 3,
2007), 72 FR 69269 (December 7, 2007) (SR-NSX-2007-11).
---------------------------------------------------------------------------
Tape Credits in AutoEx
The instant filing proposes to eliminate tape credits for trade
market data across Tapes A, B, and C in all AutoEx transactions,
regardless of the price of the security. Tape credits would remain
unchanged with respect to transactions in the Order Delivery mode.
De Minimis Rebate Threshold for Market Data Revenue
The instant filing proposes to adopt new Exchange Rule 16.2(b)(5)
to eliminate quarterly market data revenue rebates which aggregate less
than $250 per quarter with respect to any ETP Holder. The Exchange
believes that the value of such rebates is outweighed by the associated
administrative burden both to the Exchange and to ETP Holders who
receive such rebates.
Order Delivery and Other Fees and Costs
The fees and/or rebates with respect to transactions in the Order
Delivery mode of order interaction as set forth in Rule 11.13(b)(2)
remain unchanged, except for the application of the de minimis tape
credit rebate threshold discussed above. Moreover, for purposes of
clarification, the execution fee for removing liquidity is the same
whether the contra-order is an AutoEx or Order Delivery order.\7\ Thus,
the fee for taking liquidity from an Order Delivery firm is reflected
in the Fee Schedule as taking liquidity in the AutoEx mode. Further,
there are no currently proposed changes to the information contained in
Section III of the proposed Fee Schedule regarding routing fees.
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\7\ Orders entered via Order Delivery/Automated Response provide
liquidity to the Exchange since the Order Delivery/Automated
Response mode was designed to prevent an Order Delivery Firm from
having two executions for the same liquidity in two different
markets--at the Exchange and at the Electronic Communication
Network's market. Thus, by definition, an Order Delivery mode of
execution would never take liquidity away from the Exchange. The
contra-side of an Order Delivery Automated Response will always be
conducted using the AutoEx Mode of Rule 11.3(b)(1).
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New Fee Schedule Format
Finally, in addition to the substantive changes to the Fee Schedule
as described above, the instant filing proposes the adoption of a new
format for its Fee Schedule, which the Exchange believes is more
transparent and easier to navigate and understand. The proposed Fee
Schedule is renamed as the Exchange's ``Fee and Rebate Schedule'' and
includes the tape credit amounts specified in Rule 16.2(b). The
proposed Fee Schedule provides explanatory endnotes and cross
references applicable Exchange Rules where necessary or applicable.
Rationale
The Exchange has determined that the proposed rule change is
necessary for competitive reasons. Under the proposed Fee Schedule, the
fees paid by a particular ETP Holder will depend on a number of
variables, including the mode of order interaction (AutoEx or Order
Delivery), the types of securities traded through NSX BLADE (Tapes A,
B, or C), the average daily monthly
[[Page 9381]]
liquidity providing volume, and the price of the securities (with a
distinction for those above and below $1.00). These factors are taken
into consideration and reflected in the introduction of a reduced
liquidity taking fee (provided certain volume thresholds are met) as an
incentive to ETP Holders to both post and take liquidity at NSX and the
more simplified fee schedule for Tape B securities (in lieu of the
longer list of the fees associated with specific Designated ETF Shares
\8\). NSX 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 more
attractive. Accordingly, the proposed modifications attempt to keep the
fees reflected in the Fee Schedule competitive with fees charged by
other venues and to continue to be reasonable and equitably allocated
to those ETP Holders that opt to direct orders to NSX. Based upon the
information above, the Exchange believes that the proposed rule change
is consistent with the protection of investors and the public interest.
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\8\ See supra note 6.\
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Effective Date and Notice
The Exchange intends to make operative the tape rebate structure
and new Fee Schedule in accordance with the proposed rule change on
February 1, 2008. Pursuant to Exchange Rule 16.1(c), the Exchange will
``provide ETP Holders with notice of all relevant dues, fees,
assessments and charges of the Exchange'' through the issuance of a
Regulatory Circular of the changes to the Fee Schedule and will provide
a copy of the rule filing on the Exchange's Web site (https://
www.nsx.com).
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of section 6(b) of the Act,\9\ in general, and
section 6(b)(4) of the Act,\10\ in particular, in that it is designed
to provide for the equitable allocation of reasonable dues, fees and
other charges. Moreover, the proposed liquidity provider rebates are
not discriminatory in that all ETP Holders are eligible to trade in
Tape A, B, and C securities in AutoEx and may do so at their
discretion.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange 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.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments on the proposed rule change were neither solicited
nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change is filed pursuant to section
19(b)(3)(A)(ii) of the Act \11\ and subparagraph (f)(2) of Rule 19b-4
thereunder \12\ because it establishes or changes a due, fee, or other
charge applicable only to a member imposed by a self-regulatory
organization. Accordingly, the proposal is effective upon Commission
receipt of the filing. 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.\13\
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\11\ 15 U.S.C. 78s(b)(3)(A)(ii).
\12\ 17 CFR 240.19b-4(f)(2).
\13\ For purposes of calculating the 60-day period within which
the Commission may summarily abrogate the proposed rule change under
Section 19(b)(3)(C) of the Act, the Commission considers the period
to commence on February 6, 2008, the date on which NSX filed
Amendment No. 1. See 15 U.S.C. 78s(b)(3)(C).
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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-NSX-2008-01 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-NSX-2008-01. 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 NSX. 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-NSX-2008-01 and should be
submitted on or before March 12, 2008.
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\14\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-3040 Filed 2-19-08; 8:45 am]
BILLING CODE 8011-01-P