Self-Regulatory Organizations; American Stock Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Rules Pertaining to the Terms of Index Option Contracts, 14282-14284 [E8-5240]
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14282
Federal Register / Vol. 73, No. 52 / Monday, March 17, 2008 / Notices
U.S.C. 552b(c)(3) (5), (6), (7), (9)(B), and
(10) and 17 CFR 200.402(a)(3), (5), (6),
(7), 9(ii) and (10), permit consideration
of the scheduled matters at the Closed
Meeting.
Commissioner Casey, as duty officer,
voted to consider the items listed for the
closed meeting in closed session.
The subject matter of the Closed
Meeting scheduled for Wednesday,
March 19, 2008 will be:
Formal orders of investigation;
Institution and settlement of injunctive
actions;
Resolution of litigation claims;
Institution and settlement of
administrative proceedings of an
enforcement nature;
A collection matter;
A matter related to an enforcement
proceeding; and
A matter related to investigative
techniques and procedures.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact: The Office of the Secretary at
(202) 551–5400.
Dated: March 12, 2008.
Nancy M. Morris,
Secretary.
[FR Doc. E8–5283 Filed 3–14–08; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57449; File No. SR–Amex–
2008–13]
Self-Regulatory Organizations;
American Stock Exchange, LLC;
Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Amend Rules Pertaining to
the Terms of Index Option Contracts
pwalker on PROD1PC71 with NOTICES
March 7, 2008.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
19, 2008, 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 Amex.
Amex filed the proposed rule change as
a ‘‘non-controversial’’ proposed rule
change pursuant to Section 19(b)(3)(A)
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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16:19 Mar 14, 2008
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Amex proposes to add new
Commentary .05 to Rule 903C to allow
the listing of up to seven expiration
months for options on certain broadbased indexes.
The text of the proposed rule change
is available at https://www.amex.com,
the principal office of 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,
Amex included statements concerning
the purpose of and basis for the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. 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
of the Act 3 and Rule 19b–4(f)(6)
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 from interested persons.
1. Purpose
The Exchange proposes to add new
Commentary .05 to Amex Rule 903C
(Series of Stock Index Options) to allow
the Exchange to list up to seven (7)
expiration months for index options
based on broad-based securities indexes
(including reduced-value and jumbo)
upon which a constant three-month
volatility index is calculated. Currently,
subparagraphs (i) and (ii) to Rule
903C(a) permit the Exchange to list only
six (6) expiration months in any stock
index option at any one time.
Volatility products offer investors a
unique set of tools for hedging. For
example, the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’)
Volatility Index (‘‘VIX’’) options, first
introduced in February 2006, have
proven to be one of CBOE’s most
successful new products ever listed,
currently averaging over 90,000
contracts traded per day. In a recent
proposal, CBOE explained that it plans
to introduce new volatility products and
new volatility indexes in the near
future, including the CBOE S&P 500
3 15
4 17
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U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
Frm 00082
Fmt 4703
Sfmt 4703
Three-Month Volatility Index (‘‘VXV’’).5
Similar to the VIX, the VXV is a
measure of S&P 500 implied volatility,
the volatility implied by S&P option
prices. Instead of reflecting a constant
one-month implied volatility period,
however, VXV is designed to reflect the
implied volatility of an option with a
constant three months to expiration.
Since there is only one day on which an
option has exactly three months to
expiration, VXV is calculated as a
weighted average of options expiring
immediately before and immediately
after the three-month standard.
Accordingly, an index calculator would
need to use four consecutive expiration
months in order to calculate a constant
three-month volatility index.6
Under the current application of
subparagraphs (i) and (ii) of Amex Rule
903C(a), the Exchange generally lists
three consecutive near term months and
three months on a quarterly expiration
cycle. One of the three consecutive near
term months is always a quarterly
month; however, that near term contract
month (which is also a quarterly month)
is not included as part of the three
months listed on a quarterly expiration
cycle. Therefore, in order to permit the
addition of four consecutive near term
months under Rule 903C(a), the
Exchange would only be able to list two
months on a quarterly expiration cycle.
Because of customer demand and other
investment strategy reasons for having
three months on a quarterly expiration
cycle, the Exchange is seeking to
increase, from six to seven, the number
of expiration months for broad-based
security index options upon which a
constant three-month volatility index is
calculated.
Proposed Commentary .05 to Rule
903C will permit the Exchange to list up
to seven expiration months at any one
time for any broad-based security index
option contract 7 upon which any
exchange calculates a constant
three-month volatility index. As a
result, the Exchange, eight times a year,
would be able to add an additional
seventh expiration month in order to
5 CBOE calculates volatility indexes on other
broad-based security indexes, such as the Dow
Jones Industrial Average index (‘‘DJX’’), the Nasdaq100 index (‘‘NDX’’), and the Russell 2000 index
(‘‘RUT’’). CBOE may calculate a constant threemonth volatility index on DJX, NDX, or RUT in the
future. See Securities Exchange Act Release No.
56821 (November 20, 2007), 72 FR 66210
(November 27, 2007) (SR–CBOE–2007–82) (‘‘CBOE
Proposal’’).
6 See Id. In CBOE Proposal, CBOE provides
examples illustrating the need for a seventh month
in order to maintain four consecutive near term
contract months.
7 See Amex Rule 900C(b)(1). Examples of such
broad-based securities indexes include the S&P 500,
DJX, NDX and RUT.
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Federal Register / Vol. 73, No. 52 / Monday, March 17, 2008 / Notices
maintain four consecutive near term
contract months.
The Exchange believes that this
proposal is necessary for competitive
reasons based on the fact that the CBOE,
International Securities Exchange, LLC,
and NYSE Arca, Inc. all have the ability
to list up to seven expiration months for
broad-based securities indexes on which
a constant three-month volatility index
is calculated.8 This proposal will
similarly permit the Amex to
accommodate the listing of a fourth
consecutive near term expiration month
and maintain the listing of three months
on a quarterly expiration cycle, by
increasing, from six to seven, the
number of expiration months for broadbased securities indexes on which a
constant three-month volatility index is
calculated.
The Amex has analyzed its capacity
and represents that it believes the
Exchange and the Options Price
Reporting Authority (OPRA) have the
necessary systems capacity to handle
any additional quote and message traffic
associated with the additional listing of
a seventh contract month in order to
maintain four consecutive near term
contract months for those broad-based
securities index options upon which a
constant three-month volatility index is
calculated.
pwalker on PROD1PC71 with NOTICES
2. Statutory Basis
The Exchange believes the rule
proposal is consistent with Section 6 of
the Act,9 in general, and with Sections
(b)(5) of the Act,10 in particular, because
the proposed increase in the number of
options contract expiration month series
is limited to broad-based securities
indexes upon which a constant threemonth volatility index is calculated and
because the additional quote and
message traffic from any additional
index option series is not expected to
significantly impact current system
capacity. In addition, the Exchange
believes proposed rule change is
consistent with the provisions of
Section 6 of the Act,11 in general, and
with (b)(5) of the Act,12 in particular, in
that the proposal is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
8 See Securities Exchange Act Release Nos. 56821
(November 20, 2007), 72 FR 66210 (November 27,
2007) (SR–CBOE–2007–82); 57104 (January 4,
2008), 73 FR 2070 (January 11, 2008) (SR–ISE–
2007–113); 57284 (February 7, 2008), 73 FR 8387
(February 13, 2008) (SR–NYSEArca–2008–16).
9 15 U.S.C. 78f.
10 15 U.S.C. 78f(b)(5).
11 15 U.S.C. 78f.
12 15 U.S.C. 78f(b)(5).
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16:19 Mar 14, 2008
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in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, 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
Amex does not believe that the
proposed rule change will impose any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
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
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 13 and Rule 19b–
4(f)(6) thereunder.14
A proposed rule change filed under
19b–4(f)(6) may not become operative
prior to 30 days after the date of filing,
unless the Commission designates a
shorter time if such action is consistent
with the protection of investors and the
public interest.15 The Exchange has
requested that the Commission waive
the 30-day operative delay. The
Commission believes that waiving the
30-day operative delay is consistent
with the protection of investors and the
public interest. The Commission notes
that other self-regulatory organizations
recently adopted substantially similar
rule changes that were effective upon
filing,16 and that this filing raises no
new regulatory issues.
13 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
15 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
give the Commission written notice of its intent to
file the proposed rule change at least five business
days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. Amex has complied with this
requirement.
16 See Securities Exchange Act Release Nos.
57284 (February 7, 2008), 73 FR 8387 (February 13,
2008) (SR–NYSEArca–2008–16) and 57104 (January
4, 2008), 73 FR 2070 (January 11, 2008) (SR–ISE–
2007–113).
14 17
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Fmt 4703
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14283
The Commission notes the Exchange’s
representations that it possesses the
necessary systems capacity to handle
the additional traffic associated with the
additional listing of a seventh contract
month in order to maintain four
consecutive near term contract months
for those broad-based security index
options upon which the Exchange
calculates a constant three-month
volatility index. The Commission
hereby grants the Exchange’s request
and designates the proposal as operative
upon filing.17
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 rulecomments@sec.gov. Please include File
No. SR–Amex–2008–13 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–2008–13. 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
17 For purposes only of waiving the 30-day
operative delay of this proposal, the Commission
has considered the proposed rule’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
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Federal Register / Vol. 73, No. 52 / Monday, March 17, 2008 / Notices
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of such filing also will be available for
inspection and copying at the principal
office of 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
available publicly. All submissions
should refer to File Number SR–Amex–
2008–13 and should be submitted on or
before April 7, 2008.
For the Commission, by the Division
of Trading and Markets, pursuant to
delegated authority.18
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–5240 Filed 3–14–08; 8:45 am]
BILLING CODE 8011–01–P
proposed rule change, as amended, from
interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
certain CBOE rules to enable the listing
and trading on the Exchange of options
on the streetTRACKS Gold Trust. The
text of the proposed rule change is
available at the Exchange, the
Commission’s Public Reference Room,
and https://www.cboe.com.
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
CBOE included statements concerning
the purpose of and basis for the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
CBOE has prepared summaries, set forth
in Sections A, B, and C below, of the
most significant aspects of such
statements.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57465; File No. SR–CBOE–
2005–11]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change, as Modified by
Amendments No. 1 and 2, Relating to
the Listing and Trading on the
Exchange of Options on the
streetTRACKS Gold Trust
pwalker on PROD1PC71 with NOTICES
March 11, 2008.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 2 thereunder,
notice is hereby given that on January
25, 2005, the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
substantially prepared by the Exchange.
On April 12, 2005, the Exchange
submitted Amendment No. 1 to the
proposed rule change. On March 7,
2008, the Exchange submitted
Amendment No. 2 to the proposed rule
change. The Commission is publishing
this notice to solicit comments on the
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
217 CFR 240.19b–4.
115
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16:19 Mar 14, 2008
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The Exchange states that the purpose
of the proposed rule change is to permit
the listing and trading of options on the
streetTRACKS Gold Trust.
Currently, Interpretation and Policy
.06 to CBOE Rule 5.3 permits only
certain Units (also referred to herein as
exchange traded funds (‘‘ETFs’’)) to
underlie options traded on the
Exchange. Specifically, to be eligible as
an underlying security for options
traded on the Exchange, an ETF must
represent: (i) Interests in registered
investment companies (or series thereof)
organized as open-end management
investment companies, unit investment
trusts or similar entities that hold
portfolios of securities, and/or financial
instruments including, but not limited
to, stock index futures contracts, options
on futures, options on securities and
indexes, equity caps, collars and floors,
swap agreements, forward contracts,
repurchase agreements and reverse
purchase agreements (the ‘‘Financial
Instruments’’), and money market
instruments, including, but no limited
to, U.S. government securities and
repurchase agreements (the ‘‘Money
Market Instruments’’) comprising or
otherwise based on or representing
investments in indexes or portfolios of
securities and/or Financial Instruments
PO 00000
Frm 00084
Fmt 4703
Sfmt 4703
and Money Market Instruments (or that
hold securities in one or more other
registered investment companies that
themselves hold such portfolios of
securities and/or Financial Instruments
and Money Market Instruments); or (ii)
interests in a trust or similar entity that
holds a specified non-U.S. currency
deposited with the trust or similar entity
when aggregated in some specified
minimum number may be surrendered
to the trust by the beneficial owner to
receive the specified non-U.S. currency
and pays the beneficial owner interest
and other distributions on deposited
non-U.S. currency, if any, declared and
paid by the trust; or (iii) commodity
pool interests principally engaged,
directly or indirectly, in holding and/or
managing portfolios or baskets of
securities, commodity futures contracts,
options on commodity futures contracts,
swaps, forward contracts and/or options
on physical commodities and/or nonU.S. currency. The proposed rule
change would expand the types of ETFs
that may be approved for options
trading on the Exchange to include the
streetTRACKS Gold Trust.
Apart from allowing the
streetTRACKS Gold Trust to be an
underlying for options traded on the
Exchange as described above, the listing
standards for ETFs would remain
unchanged from those that apply under
current Exchange rules. ETFs on which
options may be listed and traded would
still have to be listed and traded on a
national securities exchange and satisfy
the other listing standards set forth in
Interpretation and Policy .06 to CBOE
Rule 5.3.
Specifically, in addition to satisfying
the aforementioned listing
requirements, Units would have to: (1)
Meet the criteria and guidelines under
Rule 5.3 Criteria for Underlying
Securities and Interpretation and Policy
.01 thereunder; or (2) be available for
creation or redemption each business
day from or through the issuer in cash
or in kind at a price related to net asset
value, and the issuer must be obligated
to issue Units in a specified aggregate
number even if some or all of the
investment assets required to be
deposited have not been received by the
issuer, subject to the condition that the
person obligated to deposit the
investments has undertaken to deliver
the investment assets as soon as
possible and such undertaking is
secured by the delivery and
maintenance of collateral consisting of
cash or cash equivalents satisfactory to
the issuer, as provided in the respective
prospectus.
The Exchange proposes that the
current continued listing standards for
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Agencies
[Federal Register Volume 73, Number 52 (Monday, March 17, 2008)]
[Notices]
[Pages 14282-14284]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-5240]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57449; File No. SR-Amex-2008-13]
Self-Regulatory Organizations; American Stock Exchange, LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Rules Pertaining to the Terms of Index Option Contracts
March 7, 2008.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on February 19, 2008, 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 Amex. Amex
filed the proposed rule change as a ``non-controversial'' proposed rule
change pursuant to Section 19(b)(3)(A) of the Act \3\ and Rule 19b-
4(f)(6) 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 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
Amex proposes to add new Commentary .05 to Rule 903C to allow the
listing of up to seven expiration months for options on certain broad-
based indexes.
The text of the proposed rule change is available at https://
www.amex.com, the principal office of 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, Amex included statements
concerning the purpose of and basis for the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. 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 Exchange proposes to add new Commentary .05 to Amex Rule 903C
(Series of Stock Index Options) to allow the Exchange to list up to
seven (7) expiration months for index options based on broad-based
securities indexes (including reduced-value and jumbo) upon which a
constant three-month volatility index is calculated. Currently,
subparagraphs (i) and (ii) to Rule 903C(a) permit the Exchange to list
only six (6) expiration months in any stock index option at any one
time.
Volatility products offer investors a unique set of tools for
hedging. For example, the Chicago Board Options Exchange, Incorporated
(``CBOE'') Volatility Index (``VIX'') options, first introduced in
February 2006, have proven to be one of CBOE's most successful new
products ever listed, currently averaging over 90,000 contracts traded
per day. In a recent proposal, CBOE explained that it plans to
introduce new volatility products and new volatility indexes in the
near future, including the CBOE S&P 500 Three-Month Volatility Index
(``VXV'').\5\ Similar to the VIX, the VXV is a measure of S&P 500
implied volatility, the volatility implied by S&P option prices.
Instead of reflecting a constant one-month implied volatility period,
however, VXV is designed to reflect the implied volatility of an option
with a constant three months to expiration. Since there is only one day
on which an option has exactly three months to expiration, VXV is
calculated as a weighted average of options expiring immediately before
and immediately after the three-month standard. Accordingly, an index
calculator would need to use four consecutive expiration months in
order to calculate a constant three-month volatility index.\6\
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\5\ CBOE calculates volatility indexes on other broad-based
security indexes, such as the Dow Jones Industrial Average index
(``DJX''), the Nasdaq-100 index (``NDX''), and the Russell 2000
index (``RUT''). CBOE may calculate a constant three-month
volatility index on DJX, NDX, or RUT in the future. See Securities
Exchange Act Release No. 56821 (November 20, 2007), 72 FR 66210
(November 27, 2007) (SR-CBOE-2007-82) (``CBOE Proposal'').
\6\ See Id. In CBOE Proposal, CBOE provides examples
illustrating the need for a seventh month in order to maintain four
consecutive near term contract months.
---------------------------------------------------------------------------
Under the current application of subparagraphs (i) and (ii) of Amex
Rule 903C(a), the Exchange generally lists three consecutive near term
months and three months on a quarterly expiration cycle. One of the
three consecutive near term months is always a quarterly month;
however, that near term contract month (which is also a quarterly
month) is not included as part of the three months listed on a
quarterly expiration cycle. Therefore, in order to permit the addition
of four consecutive near term months under Rule 903C(a), the Exchange
would only be able to list two months on a quarterly expiration cycle.
Because of customer demand and other investment strategy reasons for
having three months on a quarterly expiration cycle, the Exchange is
seeking to increase, from six to seven, the number of expiration months
for broad-based security index options upon which a constant three-
month volatility index is calculated.
Proposed Commentary .05 to Rule 903C will permit the Exchange to
list up to seven expiration months at any one time for any broad-based
security index option contract \7\ upon which any exchange calculates a
constant three-month volatility index. As a result, the Exchange, eight
times a year, would be able to add an additional seventh expiration
month in order to
[[Page 14283]]
maintain four consecutive near term contract months.
---------------------------------------------------------------------------
\7\ See Amex Rule 900C(b)(1). Examples of such broad-based
securities indexes include the S&P 500, DJX, NDX and RUT.
---------------------------------------------------------------------------
The Exchange believes that this proposal is necessary for
competitive reasons based on the fact that the CBOE, International
Securities Exchange, LLC, and NYSE Arca, Inc. all have the ability to
list up to seven expiration months for broad-based securities indexes
on which a constant three-month volatility index is calculated.\8\ This
proposal will similarly permit the Amex to accommodate the listing of a
fourth consecutive near term expiration month and maintain the listing
of three months on a quarterly expiration cycle, by increasing, from
six to seven, the number of expiration months for broad-based
securities indexes on which a constant three-month volatility index is
calculated.
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\8\ See Securities Exchange Act Release Nos. 56821 (November 20,
2007), 72 FR 66210 (November 27, 2007) (SR-CBOE-2007-82); 57104
(January 4, 2008), 73 FR 2070 (January 11, 2008) (SR-ISE-2007-113);
57284 (February 7, 2008), 73 FR 8387 (February 13, 2008) (SR-
NYSEArca-2008-16).
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The Amex has analyzed its capacity and represents that it believes
the Exchange and the Options Price Reporting Authority (OPRA) have the
necessary systems capacity to handle any additional quote and message
traffic associated with the additional listing of a seventh contract
month in order to maintain four consecutive near term contract months
for those broad-based securities index options upon which a constant
three-month volatility index is calculated.
2. Statutory Basis
The Exchange believes the rule proposal is consistent with Section
6 of the Act,\9\ in general, and with Sections (b)(5) of the Act,\10\
in particular, because the proposed increase in the number of options
contract expiration month series is limited to broad-based securities
indexes upon which a constant three-month volatility index is
calculated and because the additional quote and message traffic from
any additional index option series is not expected to significantly
impact current system capacity. In addition, the Exchange believes
proposed rule change is consistent with the provisions of Section 6 of
the Act,\11\ in general, and with (b)(5) of the Act,\12\ in particular,
in that the proposal is designed to prevent fraudulent and manipulative
acts and practices, to promote just and equitable principles of trade,
to foster cooperation and coordination with persons engaged in
regulating, clearing, settling, processing information with respect to,
and facilitating transactions in securities, 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.
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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(5).
\11\ 15 U.S.C. 78f.
\12\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
Amex does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \13\ and Rule 19b-
4(f)(6) thereunder.\14\
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under 19b-4(f)(6) may not become
operative prior to 30 days after the date of filing, unless the
Commission designates a shorter time if such action is consistent with
the protection of investors and the public interest.\15\ The Exchange
has requested that the Commission waive the 30-day operative delay. The
Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest.
The Commission notes that other self-regulatory organizations recently
adopted substantially similar rule changes that were effective upon
filing,\16\ and that this filing raises no new regulatory issues.
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\15\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
Amex has complied with this requirement.
\16\ See Securities Exchange Act Release Nos. 57284 (February 7,
2008), 73 FR 8387 (February 13, 2008) (SR-NYSEArca-2008-16) and
57104 (January 4, 2008), 73 FR 2070 (January 11, 2008) (SR-ISE-2007-
113).
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The Commission notes the Exchange's representations that it
possesses the necessary systems capacity to handle the additional
traffic associated with the additional listing of a seventh contract
month in order to maintain four consecutive near term contract months
for those broad-based security index options upon which the Exchange
calculates a constant three-month volatility index. The Commission
hereby grants the Exchange's request and designates the proposal as
operative upon filing.\17\
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\17\ For purposes only of waiving the 30-day operative delay of
this proposal, the Commission has considered the proposed rule's
impact on efficiency, competition, and capital formation. 15 U.S.C.
78c(f).
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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 No. SR-Amex-2008-13 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-2008-13. 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
[[Page 14284]]
proposed rule change between the Commission and any person, other than
those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room, on official business
days between the hours of 10 a.m. and 3 p.m. Copies of such filing also
will be available for inspection and copying at the principal office of
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
available publicly. All submissions should refer to File Number SR-
Amex-2008-13 and should be submitted on or before April 7, 2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-5240 Filed 3-14-08; 8:45 am]
BILLING CODE 8011-01-P