Self-Regulatory Organizations; The Depository Trust Company; Notice of Filing of Amended Proposed Rule Change To Implement the New Issue Information Dissemination Service for Municipal Securities, 15548-15550 [E8-5796]
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15548
Federal Register / Vol. 73, No. 57 / Monday, March 24, 2008 / Notices
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–CBOE–
2008–19 and should be submitted on or
before April 14, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–5795 Filed 3–21–08; 8:45 am]
BILLING CODE 8011–01–P
Section 6(b)(5) of the Act 6 because the
rules it would establish regarding stop
and stop-limit orders are similar to
requirements set forth in the rules of
other self-regulatory organizations.7
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,8 that the
proposed rule change (SR–CHX–2007–
09), 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. E8–5794 Filed 3–21–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57509; File No. SR–CHX–
2007–09]
Self-Regulatory Organizations;
Chicago Stock Exchange, Inc.; Order
Granting Approval to a Proposed Rule
Change To Amend the Exchange’s
Institutional Broker Rules To Add
Provisions Relating to the Handling of
Stop and Stop-Limit Orders
March 17, 2008.
On March 21, 2007, the Chicago Stock
Exchange, Inc. (‘‘CHX’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’),1 and
Rule 19b–4 thereunder,2 a proposed rule
change to amend its rules to add new
provisions relating to the handling of
stop and stop-limit orders by
institutional brokers. The proposed rule
change was published for comment in
the Federal Register on October 19,
2007.3 The Commission received no
comment letters on the proposal. This
order approves the proposed rule
change.
After careful review of the proposal,
the Commission finds that the proposed
rule change is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
a national securities exchange, and, in
particular, is consistent with Section
6(b) of the Act,4 and the rules and
regulations thereunder.5
The Commission finds specifically
that the proposal is consistent with
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 56657
(October 12, 2007), 72 FR 59316.
4 15 U.S.C. 78f(b).
5 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57513; File No. SR–DTC–
2007–10]
Self-Regulatory Organizations; The
Depository Trust Company; Notice of
Filing of Amended Proposed Rule
Change To Implement the New Issue
Information Dissemination Service for
Municipal Securities
March 17, 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
16, 2007, The Depository Trust
Company (‘‘DTC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) and on September 12,
2007, and March 3, 2008, amended the
proposed rule change described in Items
I, II, and III below, which items have
been prepared primarily by DTC. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
parties.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The proposed rule change seeks
approval to implement the New Issue
Information Dissemination System
(‘‘NIIDS’’) for municipal securities.
NIIDS is an automated system
developed by DTC at the request of the
Securities Industry and Financial
15 17
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1 15
VerDate Aug<31>2005
16:33 Mar 21, 2008
Jkt 214001
6 15
U.S.C. 78f(b)(5).
Rules of New York Stock Exchange LLC,
Rule 13; and Rules of Financial Industry Regulatory
Authority, Inc. (f/k/a National Association of
Securities Dealers, Inc.), Rule 5120(h).
8 15 U.S.C. 78s(b)(2).
9 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
7 See
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Fmt 4703
Sfmt 4703
Markets Association (‘‘SIFMA’’) 3 in
order to improve the mechanism for
disseminating new issue information
regarding municipal securities.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
DTC 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. DTC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.4
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
Currently, Municipal Securities
Rulemaking Board (‘‘MSRB’’) Rule G–14
generally requires municipal securities
dealers to report municipal securities
transactions to the MSRB within 15
minutes of the time of the trade.5 Interdealer trades eligible for comparison by
a clearing agency are required to be
submitted through NSCC’s Real Time
Trade Matching System (‘‘RTTM’’)
within the time frame in Rule G–14.
These trades are subsequently reported
to the MSRB by NSCC. NSCC requires
certain securities information in order to
process and report transactions
involving those securities. Therefore, it
is necessary that dealers trading newly
issued municipal securities have the
securities information needed for trade
submission by the time the trade
reporting is required.
Pursuant to current practice in the
municipal securities market, each
information vendor works separately to
obtain information from offering
documents and underwriters. Each
information vendor’s success depends
in large part upon the voluntary
cooperation of the underwriters. It is not
unusual for information vendors to have
inconsistent information or for some
information vendors to receive
information before others.
Consequently, critical new issue
information may be missing or
inaccurate in the automated trade
processing systems used by dealers to
report the initial trades in new issues.
3 The request originated from The Bond Market
Association (‘‘BMA’’), which has since merged with
the Securities Industry Association to form SIFMA.
4 The Commission has modified the text of the
summaries prepared by DTC.
5 MSRB Rule G–14 RTRS Procedures (a)(ii).
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Federal Register / Vol. 73, No. 57 / Monday, March 24, 2008 / Notices
This can result in late trade reports or
trade reports that must be canceled and
resubmitted or amended because they
contain inaccurate data.
NIIDS is designed to improve the
process by which new issue information
is provided by underwriters to
information vendors by collecting
information about a new issue from
underwriters in an electronic format and
making that data available immediately
to information vendors. NIIDS is
designed to ensure that information is
disseminated as quickly and efficiently
as possible after the information is made
available by the underwriters.6
To address concerns that dealers often
lack timely access to electronically
formatted securities information
necessary to process and to report
municipal securities transactions in
real-time, MSRB Rule G–14 includes a
three-hour exemption available to a
dealer transacting ‘‘when, as, and if
issued’’ municipal securities if the
dealer is not a syndicate manager or
member for this issue, has not traded
the issue in the previous year, and the
CUSIP number and indicative data of
the issue are not in the dealer’s
securities master file (‘‘Reporting
Exemption’’).7 The Reporting
Exemption will expire on or about June
30, 2008. In order to prepare for the
Reporting Exemption’s expiration,
SIFMA asked DTC to incorporate a
centralized automated mechanism for
the collection and dissemination on a
real-time basis of the required
information as part of the planned
reengineering of DTC’s underwriting
system. DTC built NIIDS to help make
the collection and dissemination of new
issue information with respect to
municipal securities more efficient for
the industry.
An industry working group of
municipal securities dealers, SIFMA
members, the MSRB, and DTC have
identified key data elements required
for the reporting, comparison,
confirmation, and settlement of trades
in municipal securities (‘‘NIIDS Data
Elements’’). Initially, DTC is proposing
to make NIIDS available to the
municipal securities industry on an
optional basis to allow dealers to have
some experience with NIIDS before the
MSRB mandates its use. DTC proposes
to make NIIDS for municipal securities
available to participants on an optional
basis in April 2008. DTC will mandate
the use of NIIDS for municipal
6 NIIDS is being incorporated into the update of
DTC’s underwriting system (‘‘UW Source’’). All
applicable NIIDS Data Elements must be input into
UW Source for a municipal issue to close at DTC.
7 MSRB Rule G–14 RTRS Procedures (a)(ii)(C).
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16:33 Mar 21, 2008
Jkt 214001
securities in June 2008, prior to the
expiration of the MSRB Reporting
Exemption. DTC periodically has been
informing participants of the upcoming
implementation of NIIDS and the NIIDS
Data Elements through periodically
issued Important Notices. Only DTC
participants or those entities specifically
authorized by a participant
(‘‘Correspondent’’) will be able to input
information into NIIDS.8
To commence the process, the
dissemination agent (‘‘Dissemination
Agent’’) for a new issue must input the
NIIDS Data Elements thereby requesting
that DTC make the information available
to the industry through NIIDS. DTC will
not confirm the NIIDS Data Elements
but rather will act as a conduit to pass
along such information to data vendors.
DTC anticipates the data vendors will
then disseminate the information to the
industry thereby allowing dealers to
make timely reporting of their
municipal trades. DTC will record the
name of the Dissemination Agent that
inputs the Data Elements and the time
such information is submitted. DTC will
begin disseminating the data when it
has received authorization from the
Dissemination Agent through NIIDS.
The Dissemination Agent, by triggering
the dissemination decision flag in the
NIIDS Data Elements, indicates the
information is being sent by it and is in
compliance with the terms and
conditions of NIIDS. In addition, NIIDS
will contain the contact information for
the Dissemination Agent that populated
the NIIDS Data Elements for a particular
issue to enable users of the data to
contact it with questions or comments.
DTC is proposing to provide NIIDS to
the industry in order to facilitate the
collection and dissemination of new
issue information in relation to
municipal securities. Because DTC does
not confirm the accuracy of NIIDS Data
Elements and only acts as a conduit of
the information, use of NIIDS 9 by any
party, including but not limited to
participants, correspondents, and
vendors (‘‘NIIDS Users’’) 10 will
constitute a waiver of any and all claims
direct or indirect against DTC and its
affiliates and an agreement that DTC
and its affiliates shall not be liable for
any loss in relation to the dissemination
or use of NIIDS Data Elements, which
are provided ‘‘as is.’’ Each NIIDS User
8 Participants will be required to identify an
authorized party at the Correspondent with whom
DTC may interact.
9 Use of NIIDS shall include but not be limited
to the population, dissemination, or processing of
NIIDS Data Elements.
10 Data vendors or others that wish to receive
NIIDS Data Elements must register in advance with
DTC.
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Fmt 4703
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15549
will agree to indemnify and hold
harmless DTC and its affiliates from and
against any and all losses, damages,
liabilities, costs, judgments, charges,
and expenses arising out of or relating
to the use of NIIDS.
The MSRB would like dealers to be
able to use NIIDS before requiring them
to so by rule.11 The MSRB has filed with
the Commission a rule change that
would require underwriters to use
NIIDS beginning June 30, 2008, to
coincide with the expiration of the
Reporting Exemption.12 DTC will
provide the municipal securities
industry the opportunity to use NIIDS
commencing April 2008. DTC intends to
mandate the use of NIIDS for municipal
securities in June 2008. DTC believes
that members of the municipal
securities industry will be using NIIDS
during the period NIIDS is optional
(‘‘Optional Period’’) to become
accustomed to using it. This may result
in Dissemination Agents inputting
incomplete NIIDS Data Elements while
getting acquainted with NIIDS.
Therefore, no one should rely on the
accuracy of the NIIDS Data Elements
during the Optional Period but rather
should continue to use existing
authorized sources of such information.
DTC will not charge a service fee to
underwriters that input or receive
information through NIIDS.
Additionally, DTC will not charge a
service fee to information vendors that
will receive information for further
dissemination through NIIDS. DTC will
charge a connectivity fee to
underwriters, service providers, and
information vendors that use NIIDS.
DTC believes that the proposed rule
change is consistent with the
requirements of Section 17A of the
Act 13 and the rules and regulations
thereunder because the proposed
changes promote the prompt and
accurate clearance and settlement of
securities transactions by streamlining
the collection and dissemination of new
issue information for municipal
securities throughout the industry.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
DTC does not believe that the
proposed rule change will have any
impact or impose any burden on
competition.
11 The MSRB received comment on proposed
rules that would require underwriters of municipal
securities to participate in NIIDS. See MSRB Notice
2007–10 (March 5, 2007) at https://www.msrb.org.
12 Securities Exchange Act Release No. 57002
(December 20, 2007), 72 FR 73939 (December 28,
2007) [File No. SR–MSRB–2007–07].
13 15 U.S.C. 78q–1.
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Federal Register / Vol. 73, No. 57 / Monday, March 24, 2008 / Notices
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments relating to the
proposed rule change have not been
solicited or received. DTC will notify
the Commission of any written
comments received by DTC.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within thirty-five days of the date of
publication of this notice in the Federal
Register or within such longer period:
(i) As the Commission may designate up
to ninety days of such date if it finds
such longer period to be appropriate
and publishes its reasons for so finding
or (ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve such proposed
rule change or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
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:
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
Section, 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 filings also will be
available for inspection and copying at
the principal office of DTC and on
DTC’s Web site at https://www.dtcc.com/
downloads/legal/rule_filings/2007/dtc/
2007-10.pdf, https://www.dtcc.com/
downloads/legal/rule_filings/2007/dtc/
2007-10-amendment.pdf, and https://
dtcc.com/downloads/legal/rule_filings/
2007/dtc/2007-10-amendment2.pdf. 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–DTC–2007–10 and should
be submitted on or before April 8, 2008.
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–5796 Filed 3–21–08; 8:45 am]
BILLING CODE 8011–01–P
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–DTC–2007–10 on the
subject line.
mstockstill on PROD1PC66 with NOTICES
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–DTC–2007–10. 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
VerDate Aug<31>2005
16:33 Mar 21, 2008
Jkt 214001
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57505; File No. SR–
NYSEArca–2008–20]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change and Amendment No. 1
Thereto To Adopt Listing Rules
Relating to Fixed Income Index-Linked
Securities, Futures-Linked Securities,
and Multifactor Index-Linked Securities
March 14, 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
14, 2008, NYSE Arca, Inc. (‘‘NYSE
Arca’’ or ‘‘Exchange’’), through its
wholly owned subsidiary, NYSE Arca
Equities, Inc. (‘‘NYSE Arca Equities’’),
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00078
Fmt 4703
Sfmt 4703
have been substantially prepared by the
Exchange. On March 14, 2008, the
Exchange filed Amendment No. 1 to the
proposed rule change. 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
The Exchange proposes to amend
NYSE Arca Equities Rule 5.2(j)(6),
which sets forth the Exchange’s listing
standards for Equity Index-Linked
Securities, Commodity-Linked
Securities, and Currency-Linked
Securities,3 to permit the listing and
trading of Fixed Income Index-Linked
Securities, Futures-Linked Securities,
and Multifactor Index-Linked Securities
thereunder. The text of the proposed
rule change is available at the Exchange,
the Commission’s Public Reference
Room, and https://www.nyse.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
Exchange 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.
3 Equity Index-Linked Securities are securities
that provide for the payment at maturity of a cash
amount based on the performance of an underlying
index or indexes of equity securities (‘‘Equity
Reference Asset’’). Commodity-Linked Securities
are securities that provide for the payment at
maturity of a cash amount based on the
performance of one or more physical commodities
or commodity futures, options or other commodity
derivatives or Commodity-Based Trust Shares (as
defined in NYSE Arca Equities Rule 8.201), or a
basket or index of any of the foregoing
(‘‘Commodity Reference Asset’’). Currency-Linked
Securities are securities that provide for the
payment at maturity of a cash amount based on the
performance of one or more currencies, or options
or currency futures or other currency derivatives or
Currency Trust Shares (as defined in NYSE Arca
Equities Rule 8.202), or a basket or index of any of
the foregoing (‘‘Currency Reference Asset’’). See
NYSE Arca Equities Rule 5.2(j)(6). As a result of the
proposed rule change, ‘‘Index-Linked Securities,’’
which currently include Equity Index-Linked
Securities, Commodity-Linked Securities, and
Currency-Linked Securities, will also include, by
definition, Fixed Income Index-Linked Securities,
Futures-Linked Securities, and Multifactor IndexLinked Securities.
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Agencies
[Federal Register Volume 73, Number 57 (Monday, March 24, 2008)]
[Notices]
[Pages 15548-15550]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-5796]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57513; File No. SR-DTC-2007-10]
Self-Regulatory Organizations; The Depository Trust Company;
Notice of Filing of Amended Proposed Rule Change To Implement the New
Issue Information Dissemination Service for Municipal Securities
March 17, 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 16, 2007, The Depository Trust Company (``DTC'') filed with
the Securities and Exchange Commission (``Commission'') and on
September 12, 2007, and March 3, 2008, amended the proposed rule change
described in Items I, II, and III below, which items have been prepared
primarily by DTC. The Commission is publishing this notice to solicit
comments on the proposed rule change, as amended, from interested
parties.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The proposed rule change seeks approval to implement the New Issue
Information Dissemination System (``NIIDS'') for municipal securities.
NIIDS is an automated system developed by DTC at the request of the
Securities Industry and Financial Markets Association (``SIFMA'') \3\
in order to improve the mechanism for disseminating new issue
information regarding municipal securities.
---------------------------------------------------------------------------
\3\ The request originated from The Bond Market Association
(``BMA''), which has since merged with the Securities Industry
Association to form SIFMA.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, DTC 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. DTC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of these
statements.\4\
---------------------------------------------------------------------------
\4\ The Commission has modified the text of the summaries
prepared by DTC.
---------------------------------------------------------------------------
(A) Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
Currently, Municipal Securities Rulemaking Board (``MSRB'') Rule G-
14 generally requires municipal securities dealers to report municipal
securities transactions to the MSRB within 15 minutes of the time of
the trade.\5\ Inter-dealer trades eligible for comparison by a clearing
agency are required to be submitted through NSCC's Real Time Trade
Matching System (``RTTM'') within the time frame in Rule G-14. These
trades are subsequently reported to the MSRB by NSCC. NSCC requires
certain securities information in order to process and report
transactions involving those securities. Therefore, it is necessary
that dealers trading newly issued municipal securities have the
securities information needed for trade submission by the time the
trade reporting is required.
---------------------------------------------------------------------------
\5\ MSRB Rule G-14 RTRS Procedures (a)(ii).
---------------------------------------------------------------------------
Pursuant to current practice in the municipal securities market,
each information vendor works separately to obtain information from
offering documents and underwriters. Each information vendor's success
depends in large part upon the voluntary cooperation of the
underwriters. It is not unusual for information vendors to have
inconsistent information or for some information vendors to receive
information before others. Consequently, critical new issue information
may be missing or inaccurate in the automated trade processing systems
used by dealers to report the initial trades in new issues.
[[Page 15549]]
This can result in late trade reports or trade reports that must be
canceled and resubmitted or amended because they contain inaccurate
data.
NIIDS is designed to improve the process by which new issue
information is provided by underwriters to information vendors by
collecting information about a new issue from underwriters in an
electronic format and making that data available immediately to
information vendors. NIIDS is designed to ensure that information is
disseminated as quickly and efficiently as possible after the
information is made available by the underwriters.\6\
---------------------------------------------------------------------------
\6\ NIIDS is being incorporated into the update of DTC's
underwriting system (``UW Source''). All applicable NIIDS Data
Elements must be input into UW Source for a municipal issue to close
at DTC.
---------------------------------------------------------------------------
To address concerns that dealers often lack timely access to
electronically formatted securities information necessary to process
and to report municipal securities transactions in real-time, MSRB Rule
G-14 includes a three-hour exemption available to a dealer transacting
``when, as, and if issued'' municipal securities if the dealer is not a
syndicate manager or member for this issue, has not traded the issue in
the previous year, and the CUSIP number and indicative data of the
issue are not in the dealer's securities master file (``Reporting
Exemption'').\7\ The Reporting Exemption will expire on or about June
30, 2008. In order to prepare for the Reporting Exemption's expiration,
SIFMA asked DTC to incorporate a centralized automated mechanism for
the collection and dissemination on a real-time basis of the required
information as part of the planned reengineering of DTC's underwriting
system. DTC built NIIDS to help make the collection and dissemination
of new issue information with respect to municipal securities more
efficient for the industry.
---------------------------------------------------------------------------
\7\ MSRB Rule G-14 RTRS Procedures (a)(ii)(C).
---------------------------------------------------------------------------
An industry working group of municipal securities dealers, SIFMA
members, the MSRB, and DTC have identified key data elements required
for the reporting, comparison, confirmation, and settlement of trades
in municipal securities (``NIIDS Data Elements''). Initially, DTC is
proposing to make NIIDS available to the municipal securities industry
on an optional basis to allow dealers to have some experience with
NIIDS before the MSRB mandates its use. DTC proposes to make NIIDS for
municipal securities available to participants on an optional basis in
April 2008. DTC will mandate the use of NIIDS for municipal securities
in June 2008, prior to the expiration of the MSRB Reporting Exemption.
DTC periodically has been informing participants of the upcoming
implementation of NIIDS and the NIIDS Data Elements through
periodically issued Important Notices. Only DTC participants or those
entities specifically authorized by a participant (``Correspondent'')
will be able to input information into NIIDS.\8\
---------------------------------------------------------------------------
\8\ Participants will be required to identify an authorized
party at the Correspondent with whom DTC may interact.
---------------------------------------------------------------------------
To commence the process, the dissemination agent (``Dissemination
Agent'') for a new issue must input the NIIDS Data Elements thereby
requesting that DTC make the information available to the industry
through NIIDS. DTC will not confirm the NIIDS Data Elements but rather
will act as a conduit to pass along such information to data vendors.
DTC anticipates the data vendors will then disseminate the information
to the industry thereby allowing dealers to make timely reporting of
their municipal trades. DTC will record the name of the Dissemination
Agent that inputs the Data Elements and the time such information is
submitted. DTC will begin disseminating the data when it has received
authorization from the Dissemination Agent through NIIDS. The
Dissemination Agent, by triggering the dissemination decision flag in
the NIIDS Data Elements, indicates the information is being sent by it
and is in compliance with the terms and conditions of NIIDS. In
addition, NIIDS will contain the contact information for the
Dissemination Agent that populated the NIIDS Data Elements for a
particular issue to enable users of the data to contact it with
questions or comments.
DTC is proposing to provide NIIDS to the industry in order to
facilitate the collection and dissemination of new issue information in
relation to municipal securities. Because DTC does not confirm the
accuracy of NIIDS Data Elements and only acts as a conduit of the
information, use of NIIDS \9\ by any party, including but not limited
to participants, correspondents, and vendors (``NIIDS Users'') \10\
will constitute a waiver of any and all claims direct or indirect
against DTC and its affiliates and an agreement that DTC and its
affiliates shall not be liable for any loss in relation to the
dissemination or use of NIIDS Data Elements, which are provided ``as
is.'' Each NIIDS User will agree to indemnify and hold harmless DTC and
its affiliates from and against any and all losses, damages,
liabilities, costs, judgments, charges, and expenses arising out of or
relating to the use of NIIDS.
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\9\ Use of NIIDS shall include but not be limited to the
population, dissemination, or processing of NIIDS Data Elements.
\10\ Data vendors or others that wish to receive NIIDS Data
Elements must register in advance with DTC.
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The MSRB would like dealers to be able to use NIIDS before
requiring them to so by rule.\11\ The MSRB has filed with the
Commission a rule change that would require underwriters to use NIIDS
beginning June 30, 2008, to coincide with the expiration of the
Reporting Exemption.\12\ DTC will provide the municipal securities
industry the opportunity to use NIIDS commencing April 2008. DTC
intends to mandate the use of NIIDS for municipal securities in June
2008. DTC believes that members of the municipal securities industry
will be using NIIDS during the period NIIDS is optional (``Optional
Period'') to become accustomed to using it. This may result in
Dissemination Agents inputting incomplete NIIDS Data Elements while
getting acquainted with NIIDS. Therefore, no one should rely on the
accuracy of the NIIDS Data Elements during the Optional Period but
rather should continue to use existing authorized sources of such
information.
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\11\ The MSRB received comment on proposed rules that would
require underwriters of municipal securities to participate in
NIIDS. See MSRB Notice 2007-10 (March 5, 2007) at https://
www.msrb.org.
\12\ Securities Exchange Act Release No. 57002 (December 20,
2007), 72 FR 73939 (December 28, 2007) [File No. SR-MSRB-2007-07].
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DTC will not charge a service fee to underwriters that input or
receive information through NIIDS. Additionally, DTC will not charge a
service fee to information vendors that will receive information for
further dissemination through NIIDS. DTC will charge a connectivity fee
to underwriters, service providers, and information vendors that use
NIIDS.
DTC believes that the proposed rule change is consistent with the
requirements of Section 17A of the Act \13\ and the rules and
regulations thereunder because the proposed changes promote the prompt
and accurate clearance and settlement of securities transactions by
streamlining the collection and dissemination of new issue information
for municipal securities throughout the industry.
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\13\ 15 U.S.C. 78q-1.
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(B) Self-Regulatory Organization's Statement on Burden on Competition
DTC does not believe that the proposed rule change will have any
impact or impose any burden on competition.
[[Page 15550]]
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants, or Others
Written comments relating to the proposed rule change have not been
solicited or received. DTC will notify the Commission of any written
comments received by DTC.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within thirty-five days of the date of publication of this notice
in the Federal Register or within such longer period: (i) As the
Commission may designate up to ninety days of such date if it finds
such longer period to be appropriate and publishes its reasons for so
finding or (ii) as to which the self-regulatory organization consents,
the Commission will:
(A) By order approve such proposed rule change or
(B) Institute proceedings to determine whether the proposed rule
change should be disapproved.
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-DTC-2007-10 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-DTC-2007-10. 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 Section, 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 filings also will be available for
inspection and copying at the principal office of DTC and on DTC's Web
site at https://www.dtcc.com/downloads/legal/rule_filings/2007/dtc/
2007-10.pdf, https://www.dtcc.com/downloads/legal/rule_filings/2007/
dtc/2007-10-amendment.pdf, and https://dtcc.com/downloads/legal/rule_
filings/2007/dtc/2007-10-amendment2.pdf. 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-DTC-2007-10 and should be submitted on
or before April 8, 2008.
For the Commission by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-5796 Filed 3-21-08; 8:45 am]
BILLING CODE 8011-01-P