Self-Regulatory Organizations; Municipal Securities Rulemaking Board; Notice of Filing of Amendment Nos. 1 and 2 and Order Granting Accelerated Approval of Proposed Rule Change as Modified by Amendment Nos. 1 and 2 Thereto Relating to an Amendment to the Municipal Securities Information Library® System To Establish a Pilot System for Consolidated Dissemination of Disclosure Documents and Related Information Through an Internet-Based Public Access Portal, 18022-18026 [E8-6837]
Download as PDF
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from time to time add or delete
applicable CNS Securities from the list.
Commission of any written comments
they receive.
(b) Procedure VII (CNS Accounting
Operation)
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.
Procedure VII will be revised to
incorporate the processing of
transactions in Eligible ID Net Securities
into the CNS Accounting Operation.
The revisions will also reflect: (i) That
Members will not be able to exempt
deliveries from an ID Netting Subscriber
Account, (ii) the prioritization of ID Net
Service deliveries and deliveries of the
component securities of index receipts
in the CNS allocation algorithm behind
deliveries associated with
reorganizations and buy-ins, and (iii)
that ID Net Service transactions will be
recorded on the Miscellaneous Activity
Report on the night of T+2 and removals
of such transactions from the ID Net
Service will also be recorded on that
report.
(c) Procedure XV (Clearing Fund
Formula and Other Matters)
Procedure XV will be revised to
indicate the exclusion of ID Net Service
transactions from the ID offset process
for the purposes of calculating the
volatility component of a subscriber’s
Clearing Fund requirement. In addition
language will be revised and added with
respect to the calculation of mark-tomarket to reflect the changes to the
formula as described above.
DTC and NSCC believe that the
proposed rule changes are consistent
with the requirements of Section 17A of
the Act 11 and the rules and regulations
thereunder applicable to DTC and NSCC
in that they promote the prompt and
accurate clearance and settlement of
securities transactions by leveraging the
capabilities of the DTC and NSCC
systems to provide for more streamlined
securities deliveries and extend netting
benefits and efficiencies to ID
transactions.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
DTC and NSCC do not believe that the
proposed rule changes would have any
impact or impose any burden on
competition.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments have not been
solicited with respect to the proposed
rule change, and none have been
received. DTC and NSCC will notify the
11 15
U.S.C. 78q–1.
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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, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
the Commission’s Public Reference
Section, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 am and 3 pm.
Copies of such filings also will be
available for inspection and copying at
the principal offices of DTC and NSCC
and on DTC’s Web site at https://
www.dtcc.com/downloads/legal/
rule_filings/2007/dtc/2007-14.pdf and
on NSCC’s Web site at https://
www.dtcc.com/downloads/legal/
rule_filings/2007/nscc/2007-14.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
Numbers SR–DTC–2007–14 and SR–
NSCC–2007–14 and should be
submitted on or before April 23, 2008.
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–6808 Filed 4–1–08; 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
Numbers SR–DTC–2007–14 and SR–
NSCC–2007–14 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
Numbers SR–DTC–2007–14 and SR–
NSCC–2007–14. 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
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57577, File No. SR–MSRB–
2007–06]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Notice of Filing of Amendment
Nos. 1 and 2 and Order Granting
Accelerated Approval of Proposed
Rule Change as Modified by
Amendment Nos. 1 and 2 Thereto
Relating to an Amendment to the
Municipal Securities Information
Library System To Establish a Pilot
System for Consolidated
Dissemination of Disclosure
Documents and Related Information
Through an Internet-Based Public
Access Portal
March 28, 2008.
I. Introduction
On November 15, 2007, the Municipal
Securities Rulemaking Board (‘‘MSRB’’
or ‘‘Board’’), 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
establish a pilot system (the ‘‘pilot
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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portal’’) for the consolidated
dissemination, through an Internetbased public access portal, of disclosure
documents and related information that
the MSRB currently receives through its
existing facilities. The proposed rule
change was published for comment in
the Federal Register on December 28,
2007.3 The Commission directly
received one comment letter regarding
the proposal.4 On January 30, 2008, the
MSRB filed Amendment No. 1 to the
proposal.5 On March 7, 2008, the MSRB
filed Amendment No. 2 to the
proposal.6 The text of Amendment Nos.
1 and 2 is available on the MSRB’s Web
site (https://www.msrb.org), at the
MSRB’s principal office, and at the
Commission’s Public Reference Room.
This order provides notice of the
proposed rule change as modified by
Amendment Nos. 1 and 2 and approves
the proposed rule change as amended
on an accelerated basis.
II. Description of the Proposal
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MSRB Rule G–36 requires that a
broker, dealer or municipal securities
dealer that acts as managing or sole
underwriter for most primary offerings
of municipal securities send the official
statement (‘‘OS’’) and Form G–36(OS) to
the Municipal Securities Information
Library or ‘‘MSIL’’ system.7 In
3 See Securities Exchange Act Release No. 57004
(December 20, 2007), 72 FR 73941 (December 28,
2007) (‘‘Commission’s Notice’’).
4 See letter from Peter J. Schmitt, CEO, DPC
DATA Inc. (‘‘DPC DATA’’), dated January 23, 2008.
The MSRB forwarded to the Commission a
comment letter it received on this rule filing. See
supra note 5. The Commission considered both
comment letters.
5 In Amendment No. 1, the MSRB stated that ‘‘the
pilot portal would be established and operated
pending establishment of a permanent Internetbased public access system to be known as the
Electronic Municipal Market Access system
(‘‘EMMA’’),’’ and amended Exhibit 2 of the
proposed rule change by submitting a comment
letter about the proposed rule received by the
MSRB from Philip Moyer, CEO, EDGAR Online,
Inc. (‘‘EDGAR Online’’), to Ernesto A. Lanza, Senior
Associate General Counsel, MSRB, dated December
17, 2007. The Commission notes that a proposal to
establish any permanent system would be required
to be submitted to the Commission for Commission
consideration as a proposed rule change pursuant
to Section 19(b) of the Act.
6 In Amendment No. 2, the MSRB partially
amended the text of the proposed rule change to
clarify that the pilot portal would be implemented
as a service of EMMA as a pilot facility within the
MSIL system. In addition, the MSRB discusses the
comment letter included in Amendment No. 1 (the
EDGAR Online letter), together with the comment
letter received by the Commission in response to
the Commission’s Notice (the DPC DATA Inc.
letter). Finally, Amendment No. 2 requests that the
Commission approve an operational date for the
pilot portal of March 31, 2008.
7 Municipal Securities Information Library and
MSIL are registered trademarks of the MSRB. The
MSIL system’s OS/ARD system was initially
approved by the Commission in 1991 and amended
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addition, if the offering is an advance
refunding and an escrow deposit
agreement or other advance refunding
document (‘‘ARD’’) has been prepared,
the ARD and Form G–36(ARD) also
must be sent to the MSIL system by the
managing or sole underwriter. OSs and
ARDs collected by the MSIL system
currently are made available in paper
form, subject to copying charges, at the
MSRB’s public access facility in
Alexandria, Virginia, and electronically
by paid subscription on a daily overnight basis and by purchase of annual
back-log collections.
The proposed rule change would
establish, on a pilot basis, an Internetbased public access portal to provide
free access to OSs and ARDs received by
the MSRB under Rule G–36. Copies of
all such OSs and ARDs received by the
MSRB on or after implementation of the
pilot portal will be made available to the
public as portable document format
(PDF) files for viewing, printing and
downloading at the pilot portal
promptly after acceptance and
processing, and will remain publicly
available for the life of the municipal
securities. The pilot portal will provide
on-line search functions utilizing the
MSIL system computer to ensure that
users of the pilot portal are able to
readily identify and access documents
that relate to specific municipal
securities based on a broad range of
search parameters. The pilot portal will
be designed to provide a user searching
for a particular municipal security with
a comprehensive display of relevant
information concerning such security
available from the MSRB’s various
information systems on a single screen
or related set of screens. The pilot portal
will provide basic identifying
information for the security, direct
access to the OS submitted by the
underwriter to the MSIL system, price
information from the MSRB’s Real-Time
Transaction Reporting System (‘‘RTRS’’)
for the most recent trades in such
security (as well as historical price
information), and, if the security has
been advance refunded by a refunding
issue, any ARDs submitted by the
underwriter to the MSIL system in
connection with such advance
refunding.
The proposed rule change consists of
an amendment to the MSRB’s existing
Official Statement and Advance
Refunding Document (OS/ARD) system
of the MSIL system, under which the
in 2001 to establish the current optional electronic
submission system. See Securities Exchange Act
Release No. 29298 (June 13, 1991), 56 FR 28194
(June 19, 1991) (SR–MSRB–1990–2); Securities
Exchange Act Release No. 44458 (June 20, 2001),
66 FR 34495 (June 28, 2001) (SR–MSRB–2001–03).
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MSRB proposes to establish and operate
the pilot portal while it develops a
proposal to establish a permanent
Internet-based public access system (the
‘‘permanent system’’).8 The MSRB
requests approval of the pilot portal for
a period of one year from the date it
becomes operational, subject to earlier
termination upon Commission
consideration and approval, pursuant to
Section 19(b) of the Act, of a permanent
system. The pilot portal would operate
for a limited period of time for
electronic submissions of all OSs and
ARDs to the MSRB and free public
access to such documents through a
centralized Internet-based portal.9
The MSRB requests that the
Commission find good cause, pursuant
to Section 19(b)(2) of the Act, for
approving Amendment Nos. 1 and 2
prior to the thirtieth day after
publication of notice of filing of
Amendment Nos. 1 and 2 in the Federal
Register. The MSRB believes that the
Commission has good cause for granting
accelerated approval of Amendment
Nos. 1 and 2 because the amendments
do not substantively alter the original
proposed rule change.
A full description of the proposal is
contained in the Commission’s Notice.
III. Summary of Comments and the
MSRB’s Response
As previously noted, the MSRB
received one comment letter from
EDGAR Online relating to this proposed
rule change, which it forwarded to the
Commission. The Commission directly
received one comment letter from DPC
DATA regarding the proposed rule
change.10 In its comment letter, EDGAR
Online strongly supported the MSRB’s
proposed rule change, stating that the
proposed portal will encourage
transparency in the municipal securities
market and create a healthy ecosystem
of information that will ultimately
benefit both the investment community
and the municipalities that seek access
8 Proposed rule changes to establish a permanent
system were not included by the MSRB in this
filing regarding the pilot portal. The establishment
of a permanent system would be considered by the
Commission following a proposed rule change
filing by the MSRB pursuant to Section 19(b) of the
Act.
9 The MSRB has stated it is developing an ‘‘access
equals delivery’’ standard for OS dissemination
under Rule G–32, concerning disclosures in
connection with new issues. Neither the ‘‘access
equals delivery’’ standard nor any kind of
permanent system were included by the MSRB in
the filing subject to this order. Such issues would
be considered by the Commission following a filing
by the MSRB pursuant to Section 19(b) of the Act.
10 Comment letter submitted by Peter J. Schmitt,
CEO of DPC DATA Inc., dated January 23, 2008,
https://www.sec.gov/comments/sr-msrb-2007-06/
msrb200706-1.htm.
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to public markets. Although EDGAR
Online recommended that the
Commission build a publicly accessible
storage and dissemination system for all
municipal filings, EDGAR Online
strongly supported the MSRB’s
proposed rule change.
In commenting on this proposed rule
change, DPC DATA, a Nationally
Recognized Municipal Securities
Information Repository (NRMSIR),
expressed concerns about the proposed
portal.11 It stated that the MSRB’s plans
for its proposed MSIL-based Web portal
go well beyond its organizational
mandate as stated in Section
15B(b)(2)(C) of the Act. It indicated a
belief that some of the proposed
features, such as nine-digit CUSIP
searches, are well in excess of those
provided by the Commission’s EDGAR
system. Further, it expressed concern
that ‘‘by providing value-added content
and features on its proposed Web portal,
the MSRB will not only effectively take
over the business of providing valueadded content to commercial firms, but
it will fund this activity with fees
collected from broker/dealers.’’ DPC
DATA urged the Commission to restrain
the MSRB from offering what it viewed
as value-added content and features
that, in its view, will necessarily inflict
economic harm on existing data
vendors, and inflict the harm unevenly.
In Amendment No. 2, the MSRB
stated that it has carefully reviewed the
statements made by EDGAR Online and
DPC DATA and continues to believe
that the proposal is consistent with its
statutory mandate under the Act. The
MSRB concluded that developing the
pilot portal through the adaptation and
upgrading of existing internal MSRB
systems—including but not limited to
the MSIL system, the Real-Time
Transaction Reporting System, and the
MSRB’s in-house access control
systems—combined with the creation of
a custom user interface designed for use
by retail investors, is the most prudent
and efficient manner of achieving the
MSRB’s goal of ensuring equal access
for all market participants to the critical
disclosure information needed by
investors in the municipal securities
market.
In addition, the MSRB continues to
believe that the proposal, including the
functionalities thereof, will not impose
any burden on competition not
necessary or appropriate in furtherance
11 DPC Data also expressed a number of concerns
about other aspects of the MSRB’s plans for the
EMMA system, such as the inclusion of continuing
disclosure documents, that are not the subject of
this proposed rule change. Only the comments
about the subject of this proposed rule change are
discussed in this order.
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15:36 Apr 01, 2008
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of the purposes of the Act. The MSRB
represented that documents and
information provided through the portal
will be available to all persons on an
equal basis. The MSRB also stated in
Amendment No. 2 that it will continue
to make the full collection of documents
available by subscription on an equal
basis without imposing restrictions on
subscribers from re-disseminating such
documents or from otherwise offering
value-added services and products
based on such documents on terms
determined by each subscriber. The
MSRB believes that any incidental
impact on commercial enterprises
would not create an unequal burden
among such enterprises. The MSRB also
believes that the experience of private
enterprises involved in the
dissemination of EDGAR materials and
related value-added services, such as
those described by EDGAR Online,
supports the MSRB’s conclusion that
EMMA will not have an inappropriate
impact on the marketplace for such
services and in fact may very well
promote further growth and innovation
in this area.
The MSRB believes that EMMA’s
functionalities further its core mission
by modernizing the dissemination of
documents and are needed for the
purposes for which the pilot portal is
being created, and that such
functionalities are not inconsistent with
any statutory limitations placed on
MSRB activities. The MSRB believes
that none of these functionalities
constitute value-added services that
compete inappropriately with the
private sector. Rather, the MSRB
believes that these functionalities are
critical for EMMA’s operation as an
assured, free centralized source of
information for retail investors that
provides investors with the necessary
tools to find the information for which
they are searching and to understand
such information once it is found.
IV. Commission Discussion of
Comments and the MSRB’s Responses
In its evaluation of the proposed rule
changes and the MSRB’s responses to
the comments received by the
Commission, the Commission has
carefully considered DPC DATA’s and
EDGAR Online’s comments. In its
evaluation of DPC DATA’s comments,
the Commission has particularly noted
DPC DATA’s statement that the
proposed pilot portal and the MSRB’s
planned permanent system 12 should
12 Again, the Commission notes that the proposed
rule change before it concerns only the pilot portal
proposed to be implemented within MSIL.
Accordingly, the specific features of any permanent
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not compete with vendors in offering
value-added features and services
related to the handling of disclosure
documents and that the proposed rule
change would impose an unequal
burden on competition.
Section 15B(b)(2)(C) of the Act
requires that, before approving Board
rules, the Commission find that the
proposed rules do not impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act. Pursuant to current
MSRB Rule G–36, which was
approved 13 by the Commission after
notice and comment pursuant to Section
19(b) of the Act, and as a result of the
establishment of the MSIL system, also
approved 14 by the Commission after
notice and comment pursuant to Section
19(b), the MSRB has collected and
disseminated official statements,
advance refunding documents, and
associated indexing information for
many years. OSs and ARDs collected by
the MSIL system currently are made
available in paper form, subject to
copying charges, at the MSRB’s public
access facility in Alexandria, Virginia,
and electronically by paid subscription
on a daily over-night basis and by
purchase of annual back-log collections.
By making use of the Internet for access
to OSs and ARDs, the pilot portal would
modernize the method of delivery of
such documents to investors and others,
and make them more readily accessible
by investors and others, but not alter the
availability of such documents to
commercial vendors or their ability to
disseminate such information, together
with whatever value-added products
they may wish to provide.
The MSRB has proposed for the pilot
portal to provide on-line search
functions utilizing its existing MSIL
system computer index to ensure that
users of the pilot portal are able to
readily identify and access documents
that relate to specific municipal
securities based on a broad range of
search parameters. The Commission
includes a variety of search methods in
its EDGAR system and believes that a
search function is an important
component of an information system,
such as the pilot portal, because without
it users could have significant difficulty
system to be proposed by the MSRB would be
subject to Commission review, including notice and
comment pursuant to Section 19(b), at such time as
the MSRB files it as a proposed rule change.
13 Securities Exchange Act Release No. 28081
(June 1, 1990), 55 FR 23333 (June 7, 1990) (SR–
MSRB–89–9).
14 Securities Exchange Act Release No. 29298
(June 13, 1991), 56 FR 28194 (June 19, 1991) (SR–
MSRB–90–2).
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accessing all the documents and
navigating the system.
As noted above, the pilot portal
would also integrate information from
the MSRB’s RTRS into the pilot system,
and thereby provide price information
for the most recent trades in a security
(as well as historical price information),
and, if the security has been advance
refunded by a refunding issue, provide
any ARDs submitted by the underwriter
to the MSIL system in connection with
such advance refunding. The MSRB
imposes no restrictions on the
redissemination of RTRS data. As a
result, the Commission does not view
the inclusion of RTRS information in
the pilot portal to significantly alter the
current competitive situation for
information vendors, who may obtain
this information and provide associated
value-added products if they desire to
do so.
The MSRB has stated that documents
provided through the pilot portal will be
available to all persons on an equal
basis and that the MSRB will continue
to make the full collection of documents
available by subscription on an equal
basis without imposing restrictions on
subscribers from re-disseminating such
documents or from otherwise offering
value-added service and products 15
based on such documents on terms
determined by each subscriber. For all
of these reasons, the Commission
believes that the proposed rule change
does not impose any burden on
competition not necessary or
appropriate in furtherance of the
purposes of the Act.
The Commission does not believe the
proposal exceeds the Board’s authority
under Section 15B of the Act. As the
Commission stated in its release
approving Rule G–36,16 Section
15B(b)(2)(C) is a broad grant of authority
to the Board to, among other purposes,
remove impediments to and perfect the
mechanism of a free and open market in
municipal securities, and, in general, to
protect investors and the public
interest.17 It is important for market
professionals and investors to have
access to complete and timely
descriptive information about municipal
securities and municipal securities
issuers. The pilot portal should enhance
access to information about new
offerings of municipal securities. The
Commission believes that the
15 The Commission notes that information
vendors were able to provide value-added services
with regard to the information obtained from
EDGAR.
16 Securities Exchange Act Release No. 28081
(June 1, 1990), 55 FR 23333 (June 7, 1990) (SR–
MSRB–89–9).
17 15 U.S.C. 78o–4(b)(2)(C).
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information contained in official
statements and advance refunding
documents is valuable to investors and
should be widely available. Investors in
municipal securities, municipal
analysts, investment advisors, and the
broker-dealers who effect transactions in
the municipal market would benefit
from easier access to current OSs and
ARDs. The Commission also believes
that the proposed rule change does not
implicate Section 15B(d)(2) of the Act,
commonly known as the Tower
Amendment, because it imposes no
requirements, directly or indirectly, on
issuers—it instead enhances access to
information already being provided by
the MSRB. Further, the Commission
believes that establishment of the pilot
portal should help prevent fraudulent
and manipulative acts and practices and
protect investors and the public interest
by enhancing the availability of
disclosure information contained in OSs
and ARDs.
V. Commission’s Findings and Order
Granting Accelerated Approval of
Proposed Rule Change
The Commission finds that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to the MSRB 18 and, in
particular, the requirements of Section
15B(b)(2)(C) of the Act 19 and the rules
and regulations thereunder. Section
15B(b)(2)(C) of the Act requires, among
other things, that the MSRB’s rules be
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 municipal
securities, to remove impediments to
and perfect the mechanism of a free and
open market in municipal securities,
and, in general, to protect investors and
the public interest.20
In particular, the Commission finds
that the pilot facility will remove
impediments to and help perfect the
mechanisms of a free and open market
in municipal securities, assist in
preventing fraudulent and manipulative
acts and practices, and will in general
promote investor protection and the
public interest by improving access for
all market participants to the critical
disclosure information needed by
18 In approving this rule the Commission notes
that it has considered the proposed rule’s impact on
efficiency, competition and capital formation. 15
U.S.C. 78c(f).
19 15 U.S.C. 78o–4(b)(2)(C).
20 Id.
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18025
investors in the municipal securities
market.
The Commission also finds good
cause to approve Amendment Nos. 1
and 2 to the proposed rule change prior
to the thirtieth day after the date of
publication of notice of filing of the
amendments in the Federal Register.
The proposed rule change was
published in the Federal Register on
December 28, 2007.21 Amendment Nos.
1 and 2 do not substantively change the
proposal as published in the Federal
Register. The amendments included a
comment letter on this proposal filed
with the MSRB, responded to the
comment letter filed with the MSRB and
the comment letter filed with the
Commission, provided a name for the
public access portal and requested a
delayed operational date for the pilot
facility. The Commission finds that it is
in the public interest to approve the
proposed rule change as soon as
possible to expedite its implementation.
Accordingly, the Commission believes
good cause exists, consistent with
Sections 15B(b)(2)(C) and 19(b) of the
Act,22 to approve Amendment Nos. 1
and 2 to the proposed rule change on an
accelerated basis. The Commission
approves an operational date for the
pilot portal of March 31, 2008, as
requested by the MSRB.
VI. 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–MSRB–2007–06 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–MSRB–2007–06. 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
21 See
22 15
E:\FR\FM\02APN1.SGM
supra note 3.
U.S.C. 78o–4(b)(2)(C), and 78s(b).
02APN1
18026
Federal Register / Vol. 73, No. 64 / Wednesday, April 2, 2008 / Notices
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the MSRB. 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–MSRB–2007–06 and should
be submitted on or before April 23,
2008.
VII. Conclusion
On the basis of the foregoing, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and in
particular Section 15B(b)(2)(C) of the
Act and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–MSRB–2007–
06), as modified by Amendment Nos. 1
and 2, be, and it hereby is, approved on
an accelerated basis from March 31,
2008 to March 31, 2009, subject to
earlier termination upon Commission
consideration and approval, pursuant to
Section 19(b) of the Act, of a permanent
system.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–6837 Filed 4–1–08; 8:45 am]
rmajette on PROD1PC64 with NOTICES
BILLING CODE 8011–01–P
[Release No. 34–57574; File No. SR–NSX–
2008–08]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of a Proposed Rule Change To Extend
the Effective Period for Rule 2.12,
Regarding Third-Party Routing
Services in Respect of Orders Entered
into NSX BLADE
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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
March 27, 2008.
Pursuant to Section 19(b)(3)(A) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on March 24,
2008, the National Stock Exchange, Inc.
(‘‘NSX’’ 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
by the Exchange. The Exchange filed the
proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
Section 19(b)(3)(A)(iii) of the Act 3 and
Rule 19b–4(f)(6) thereunder.4 The
Commission is publishing this notice to
solicit comment on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to extend
the effective period for Rule 2.12, which
describes the terms under which the
Exchange provides routing services
procured from a third party with respect
to orders entered into its trading system,
NSX BLADE. The Exchange is also
proposing to extend the delay in
effectiveness of Rule 2.11, which relates
to the outbound routing function of the
Exchange’s affiliate, NSX Securities,
LLC (‘‘NSX Securities’’).
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nsx.com, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
2 17
23 15
24 17
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
15:36 Apr 01, 2008
Jkt 214001
PO 00000
Frm 00079
Fmt 4703
Sfmt 4703
1. Purpose
The Exchange is proposing to amend
Exchange Rules 2.11 and 2.12 to extend
the effective period for Rule 2.12
(relating to the Exchange’s use of a third
party to provide outbound routing of
orders from the Exchange to other
trading centers (‘‘Routing Services’’))
through September 30, 2008, and to
delay the effectiveness of Rule 2.11
(relating to the outbound routing
function of the Exchange’s affiliate, NSX
Securities) until October 1, 2008.
Rule 2.11 provides for certain terms
and conditions under which NSX
Securities, an affiliate of the Exchange,
will provide Routing Services. Rule 2.11
was approved by the Commission in
connection with the approval of the
Exchange’s new trading rules relating to
NSX BLADE on August 31, 2006.5 The
Exchange filed and received approval
for the addition of Rule 2.12, which
provides for terms and conditions of the
Exchange’s use of a third party to
provide Routing Services.6 The
Exchange subsequently filed to extend
the effective period for Rule 2.12.7
Rule 2.12 currently is effective
through March 31, 2008, with Rule 2.11
becoming effective on April 1, 2008. In
connection with the rule filing adding
Rule 2.12,8 the Exchange requested this
finite period of effectiveness so that the
Exchange could offer routing services
through NSX BLADE while NSX
Securities completed its registration
process as a broker-dealer with the
National Association of Securities
Dealers, Inc. (and thus became available
to provide routing services),9 and while
5 See Securities Exchange Act Release No. 54391,
71 FR 52836 (September 7, 2006) (SR–NSX–2006–
08).
6 See Securities Exchange Act Release No. 54808
(November 21, 2006), 71 FR 69163 (November 29,
2006) (SR–NSX–2006–15)
7 See Securities Exchange Act Release Nos. 55624
(April 12, 2007), 72 FR 19732 (April 19, 2007) (SR
NSX 2007–04); 56067 (July 13, 2007), 72 FR 39650
(July 19, 2007) (SR–NSX–2007–08); and 56587
(October 1, 2007), 72 FR 57087 (October 5, 2007)
(SR–NSX–2007–10).
8 See Securities Exchange Act Release No. 54808
(November 21, 2006), 71 FR 69163 (November 29,
2006) (SR–NSX–2006–15).
9 In January 2007, NSX Securities’ application for
registration as a broker-dealer was approved by the
E:\FR\FM\02APN1.SGM
02APN1
Agencies
[Federal Register Volume 73, Number 64 (Wednesday, April 2, 2008)]
[Notices]
[Pages 18022-18026]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-6837]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57577, File No. SR-MSRB-2007-06]
Self-Regulatory Organizations; Municipal Securities Rulemaking
Board; Notice of Filing of Amendment Nos. 1 and 2 and Order Granting
Accelerated Approval of Proposed Rule Change as Modified by Amendment
Nos. 1 and 2 Thereto Relating to an Amendment to the Municipal
Securities Information Library[supreg] System To Establish a Pilot
System for Consolidated Dissemination of Disclosure Documents and
Related Information Through an Internet-Based Public Access Portal
March 28, 2008.
I. Introduction
On November 15, 2007, the Municipal Securities Rulemaking Board
(``MSRB'' or ``Board''), 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 establish a pilot system (the
``pilot
[[Page 18023]]
portal'') for the consolidated dissemination, through an Internet-based
public access portal, of disclosure documents and related information
that the MSRB currently receives through its existing facilities. The
proposed rule change was published for comment in the Federal Register
on December 28, 2007.\3\ The Commission directly received one comment
letter regarding the proposal.\4\ On January 30, 2008, the MSRB filed
Amendment No. 1 to the proposal.\5\ On March 7, 2008, the MSRB filed
Amendment No. 2 to the proposal.\6\ The text of Amendment Nos. 1 and 2
is available on the MSRB's Web site (https://www.msrb.org), at the
MSRB's principal office, and at the Commission's Public Reference Room.
This order provides notice of the proposed rule change as modified by
Amendment Nos. 1 and 2 and approves the proposed rule change as amended
on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 57004 (December 20,
2007), 72 FR 73941 (December 28, 2007) (``Commission's Notice'').
\4\ See letter from Peter J. Schmitt, CEO, DPC DATA Inc. (``DPC
DATA''), dated January 23, 2008. The MSRB forwarded to the
Commission a comment letter it received on this rule filing. See
supra note 5. The Commission considered both comment letters.
\5\ In Amendment No. 1, the MSRB stated that ``the pilot portal
would be established and operated pending establishment of a
permanent Internet-based public access system to be known as the
Electronic Municipal Market Access system (``EMMA''),'' and amended
Exhibit 2 of the proposed rule change by submitting a comment letter
about the proposed rule received by the MSRB from Philip Moyer, CEO,
EDGAR Online, Inc. (``EDGAR Online''), to Ernesto A. Lanza, Senior
Associate General Counsel, MSRB, dated December 17, 2007. The
Commission notes that a proposal to establish any permanent system
would be required to be submitted to the Commission for Commission
consideration as a proposed rule change pursuant to Section 19(b) of
the Act.
\6\ In Amendment No. 2, the MSRB partially amended the text of
the proposed rule change to clarify that the pilot portal would be
implemented as a service of EMMA as a pilot facility within the MSIL
system. In addition, the MSRB discusses the comment letter included
in Amendment No. 1 (the EDGAR Online letter), together with the
comment letter received by the Commission in response to the
Commission's Notice (the DPC DATA Inc. letter). Finally, Amendment
No. 2 requests that the Commission approve an operational date for
the pilot portal of March 31, 2008.
---------------------------------------------------------------------------
II. Description of the Proposal
MSRB Rule G-36 requires that a broker, dealer or municipal
securities dealer that acts as managing or sole underwriter for most
primary offerings of municipal securities send the official statement
(``OS'') and Form G-36(OS) to the Municipal Securities Information
Library[supreg] or ``MSIL'' system.\7\ In addition, if the offering is
an advance refunding and an escrow deposit agreement or other advance
refunding document (``ARD'') has been prepared, the ARD and Form G-
36(ARD) also must be sent to the MSIL system by the managing or sole
underwriter. OSs and ARDs collected by the MSIL system currently are
made available in paper form, subject to copying charges, at the MSRB's
public access facility in Alexandria, Virginia, and electronically by
paid subscription on a daily over-night basis and by purchase of annual
back-log collections.
---------------------------------------------------------------------------
\7\ Municipal Securities Information Library and MSIL are
registered trademarks of the MSRB. The MSIL system's OS/ARD system
was initially approved by the Commission in 1991 and amended in 2001
to establish the current optional electronic submission system. See
Securities Exchange Act Release No. 29298 (June 13, 1991), 56 FR
28194 (June 19, 1991) (SR-MSRB-1990-2); Securities Exchange Act
Release No. 44458 (June 20, 2001), 66 FR 34495 (June 28, 2001) (SR-
MSRB-2001-03).
---------------------------------------------------------------------------
The proposed rule change would establish, on a pilot basis, an
Internet-based public access portal to provide free access to OSs and
ARDs received by the MSRB under Rule G-36. Copies of all such OSs and
ARDs received by the MSRB on or after implementation of the pilot
portal will be made available to the public as portable document format
(PDF) files for viewing, printing and downloading at the pilot portal
promptly after acceptance and processing, and will remain publicly
available for the life of the municipal securities. The pilot portal
will provide on-line search functions utilizing the MSIL system
computer to ensure that users of the pilot portal are able to readily
identify and access documents that relate to specific municipal
securities based on a broad range of search parameters. The pilot
portal will be designed to provide a user searching for a particular
municipal security with a comprehensive display of relevant information
concerning such security available from the MSRB's various information
systems on a single screen or related set of screens. The pilot portal
will provide basic identifying information for the security, direct
access to the OS submitted by the underwriter to the MSIL system, price
information from the MSRB's Real-Time Transaction Reporting System
(``RTRS'') for the most recent trades in such security (as well as
historical price information), and, if the security has been advance
refunded by a refunding issue, any ARDs submitted by the underwriter to
the MSIL system in connection with such advance refunding.
The proposed rule change consists of an amendment to the MSRB's
existing Official Statement and Advance Refunding Document (OS/ARD)
system of the MSIL system, under which the MSRB proposes to establish
and operate the pilot portal while it develops a proposal to establish
a permanent Internet-based public access system (the ``permanent
system'').\8\ The MSRB requests approval of the pilot portal for a
period of one year from the date it becomes operational, subject to
earlier termination upon Commission consideration and approval,
pursuant to Section 19(b) of the Act, of a permanent system. The pilot
portal would operate for a limited period of time for electronic
submissions of all OSs and ARDs to the MSRB and free public access to
such documents through a centralized Internet-based portal.\9\
---------------------------------------------------------------------------
\8\ Proposed rule changes to establish a permanent system were
not included by the MSRB in this filing regarding the pilot portal.
The establishment of a permanent system would be considered by the
Commission following a proposed rule change filing by the MSRB
pursuant to Section 19(b) of the Act.
\9\ The MSRB has stated it is developing an ``access equals
delivery'' standard for OS dissemination under Rule G-32, concerning
disclosures in connection with new issues. Neither the ``access
equals delivery'' standard nor any kind of permanent system were
included by the MSRB in the filing subject to this order. Such
issues would be considered by the Commission following a filing by
the MSRB pursuant to Section 19(b) of the Act.
---------------------------------------------------------------------------
The MSRB requests that the Commission find good cause, pursuant to
Section 19(b)(2) of the Act, for approving Amendment Nos. 1 and 2 prior
to the thirtieth day after publication of notice of filing of Amendment
Nos. 1 and 2 in the Federal Register. The MSRB believes that the
Commission has good cause for granting accelerated approval of
Amendment Nos. 1 and 2 because the amendments do not substantively
alter the original proposed rule change.
A full description of the proposal is contained in the Commission's
Notice.
III. Summary of Comments and the MSRB's Response
As previously noted, the MSRB received one comment letter from
EDGAR Online relating to this proposed rule change, which it forwarded
to the Commission. The Commission directly received one comment letter
from DPC DATA regarding the proposed rule change.\10\ In its comment
letter, EDGAR Online strongly supported the MSRB's proposed rule
change, stating that the proposed portal will encourage transparency in
the municipal securities market and create a healthy ecosystem of
information that will ultimately benefit both the investment community
and the municipalities that seek access
[[Page 18024]]
to public markets. Although EDGAR Online recommended that the
Commission build a publicly accessible storage and dissemination system
for all municipal filings, EDGAR Online strongly supported the MSRB's
proposed rule change.
---------------------------------------------------------------------------
\10\ Comment letter submitted by Peter J. Schmitt, CEO of DPC
DATA Inc., dated January 23, 2008, https://www.sec.gov/comments/sr-
msrb-2007-06/msrb200706-1.htm.
---------------------------------------------------------------------------
In commenting on this proposed rule change, DPC DATA, a Nationally
Recognized Municipal Securities Information Repository (NRMSIR),
expressed concerns about the proposed portal.\11\ It stated that the
MSRB's plans for its proposed MSIL-based Web portal go well beyond its
organizational mandate as stated in Section 15B(b)(2)(C) of the Act. It
indicated a belief that some of the proposed features, such as nine-
digit CUSIP searches, are well in excess of those provided by the
Commission's EDGAR system. Further, it expressed concern that ``by
providing value-added content and features on its proposed Web portal,
the MSRB will not only effectively take over the business of providing
value-added content to commercial firms, but it will fund this activity
with fees collected from broker/dealers.'' DPC DATA urged the
Commission to restrain the MSRB from offering what it viewed as value-
added content and features that, in its view, will necessarily inflict
economic harm on existing data vendors, and inflict the harm unevenly.
---------------------------------------------------------------------------
\11\ DPC Data also expressed a number of concerns about other
aspects of the MSRB's plans for the EMMA system, such as the
inclusion of continuing disclosure documents, that are not the
subject of this proposed rule change. Only the comments about the
subject of this proposed rule change are discussed in this order.
---------------------------------------------------------------------------
In Amendment No. 2, the MSRB stated that it has carefully reviewed
the statements made by EDGAR Online and DPC DATA and continues to
believe that the proposal is consistent with its statutory mandate
under the Act. The MSRB concluded that developing the pilot portal
through the adaptation and upgrading of existing internal MSRB
systems--including but not limited to the MSIL system, the Real-Time
Transaction Reporting System, and the MSRB's in-house access control
systems--combined with the creation of a custom user interface designed
for use by retail investors, is the most prudent and efficient manner
of achieving the MSRB's goal of ensuring equal access for all market
participants to the critical disclosure information needed by investors
in the municipal securities market.
In addition, the MSRB continues to believe that the proposal,
including the functionalities thereof, will not impose any burden on
competition not necessary or appropriate in furtherance of the purposes
of the Act. The MSRB represented that documents and information
provided through the portal will be available to all persons on an
equal basis. The MSRB also stated in Amendment No. 2 that it will
continue to make the full collection of documents available by
subscription on an equal basis without imposing restrictions on
subscribers from re-disseminating such documents or from otherwise
offering value-added services and products based on such documents on
terms determined by each subscriber. The MSRB believes that any
incidental impact on commercial enterprises would not create an unequal
burden among such enterprises. The MSRB also believes that the
experience of private enterprises involved in the dissemination of
EDGAR materials and related value-added services, such as those
described by EDGAR Online, supports the MSRB's conclusion that EMMA
will not have an inappropriate impact on the marketplace for such
services and in fact may very well promote further growth and
innovation in this area.
The MSRB believes that EMMA's functionalities further its core
mission by modernizing the dissemination of documents and are needed
for the purposes for which the pilot portal is being created, and that
such functionalities are not inconsistent with any statutory
limitations placed on MSRB activities. The MSRB believes that none of
these functionalities constitute value-added services that compete
inappropriately with the private sector. Rather, the MSRB believes that
these functionalities are critical for EMMA's operation as an assured,
free centralized source of information for retail investors that
provides investors with the necessary tools to find the information for
which they are searching and to understand such information once it is
found.
IV. Commission Discussion of Comments and the MSRB's Responses
In its evaluation of the proposed rule changes and the MSRB's
responses to the comments received by the Commission, the Commission
has carefully considered DPC DATA's and EDGAR Online's comments. In its
evaluation of DPC DATA's comments, the Commission has particularly
noted DPC DATA's statement that the proposed pilot portal and the
MSRB's planned permanent system \12\ should not compete with vendors in
offering value-added features and services related to the handling of
disclosure documents and that the proposed rule change would impose an
unequal burden on competition.
---------------------------------------------------------------------------
\12\ Again, the Commission notes that the proposed rule change
before it concerns only the pilot portal proposed to be implemented
within MSIL. Accordingly, the specific features of any permanent
system to be proposed by the MSRB would be subject to Commission
review, including notice and comment pursuant to Section 19(b), at
such time as the MSRB files it as a proposed rule change.
---------------------------------------------------------------------------
Section 15B(b)(2)(C) of the Act requires that, before approving
Board rules, the Commission find that the proposed rules do not impose
any burden on competition not necessary or appropriate in furtherance
of the purposes of the Act. Pursuant to current MSRB Rule G-36, which
was approved \13\ by the Commission after notice and comment pursuant
to Section 19(b) of the Act, and as a result of the establishment of
the MSIL system, also approved \14\ by the Commission after notice and
comment pursuant to Section 19(b), the MSRB has collected and
disseminated official statements, advance refunding documents, and
associated indexing information for many years. OSs and ARDs collected
by the MSIL system currently are made available in paper form, subject
to copying charges, at the MSRB's public access facility in Alexandria,
Virginia, and electronically by paid subscription on a daily over-night
basis and by purchase of annual back-log collections. By making use of
the Internet for access to OSs and ARDs, the pilot portal would
modernize the method of delivery of such documents to investors and
others, and make them more readily accessible by investors and others,
but not alter the availability of such documents to commercial vendors
or their ability to disseminate such information, together with
whatever value-added products they may wish to provide.
---------------------------------------------------------------------------
\13\ Securities Exchange Act Release No. 28081 (June 1, 1990),
55 FR 23333 (June 7, 1990) (SR-MSRB-89-9).
\14\ Securities Exchange Act Release No. 29298 (June 13, 1991),
56 FR 28194 (June 19, 1991) (SR-MSRB-90-2).
---------------------------------------------------------------------------
The MSRB has proposed for the pilot portal to provide on-line
search functions utilizing its existing MSIL system computer index to
ensure that users of the pilot portal are able to readily identify and
access documents that relate to specific municipal securities based on
a broad range of search parameters. The Commission includes a variety
of search methods in its EDGAR system and believes that a search
function is an important component of an information system, such as
the pilot portal, because without it users could have significant
difficulty
[[Page 18025]]
accessing all the documents and navigating the system.
As noted above, the pilot portal would also integrate information
from the MSRB's RTRS into the pilot system, and thereby provide price
information for the most recent trades in a security (as well as
historical price information), and, if the security has been advance
refunded by a refunding issue, provide any ARDs submitted by the
underwriter to the MSIL system in connection with such advance
refunding. The MSRB imposes no restrictions on the redissemination of
RTRS data. As a result, the Commission does not view the inclusion of
RTRS information in the pilot portal to significantly alter the current
competitive situation for information vendors, who may obtain this
information and provide associated value-added products if they desire
to do so.
The MSRB has stated that documents provided through the pilot
portal will be available to all persons on an equal basis and that the
MSRB will continue to make the full collection of documents available
by subscription on an equal basis without imposing restrictions on
subscribers from re-disseminating such documents or from otherwise
offering value-added service and products \15\ based on such documents
on terms determined by each subscriber. For all of these reasons, the
Commission believes that the proposed rule change does not impose any
burden on competition not necessary or appropriate in furtherance of
the purposes of the Act.
---------------------------------------------------------------------------
\15\ The Commission notes that information vendors were able to
provide value-added services with regard to the information obtained
from EDGAR.
---------------------------------------------------------------------------
The Commission does not believe the proposal exceeds the Board's
authority under Section 15B of the Act. As the Commission stated in its
release approving Rule G-36,\16\ Section 15B(b)(2)(C) is a broad grant
of authority to the Board to, among other purposes, remove impediments
to and perfect the mechanism of a free and open market in municipal
securities, and, in general, to protect investors and the public
interest.\17\ It is important for market professionals and investors to
have access to complete and timely descriptive information about
municipal securities and municipal securities issuers. The pilot portal
should enhance access to information about new offerings of municipal
securities. The Commission believes that the information contained in
official statements and advance refunding documents is valuable to
investors and should be widely available. Investors in municipal
securities, municipal analysts, investment advisors, and the broker-
dealers who effect transactions in the municipal market would benefit
from easier access to current OSs and ARDs. The Commission also
believes that the proposed rule change does not implicate Section
15B(d)(2) of the Act, commonly known as the Tower Amendment, because it
imposes no requirements, directly or indirectly, on issuers--it instead
enhances access to information already being provided by the MSRB.
Further, the Commission believes that establishment of the pilot portal
should help prevent fraudulent and manipulative acts and practices and
protect investors and the public interest by enhancing the availability
of disclosure information contained in OSs and ARDs.
---------------------------------------------------------------------------
\16\ Securities Exchange Act Release No. 28081 (June 1, 1990),
55 FR 23333 (June 7, 1990) (SR-MSRB-89-9).
\17\ 15 U.S.C. 78o-4(b)(2)(C).
---------------------------------------------------------------------------
V. Commission's Findings and Order Granting Accelerated Approval of
Proposed Rule Change
The Commission finds that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder applicable to the MSRB \18\ and, in particular, the
requirements of Section 15B(b)(2)(C) of the Act \19\ and the rules and
regulations thereunder. Section 15B(b)(2)(C) of the Act requires, among
other things, that the MSRB's rules be 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 municipal
securities, to remove impediments to and perfect the mechanism of a
free and open market in municipal securities, and, in general, to
protect investors and the public interest.\20\
---------------------------------------------------------------------------
\18\ In approving this rule the Commission notes that it has
considered the proposed rule's impact on efficiency, competition and
capital formation. 15 U.S.C. 78c(f).
\19\ 15 U.S.C. 78o-4(b)(2)(C).
\20\ Id.
---------------------------------------------------------------------------
In particular, the Commission finds that the pilot facility will
remove impediments to and help perfect the mechanisms of a free and
open market in municipal securities, assist in preventing fraudulent
and manipulative acts and practices, and will in general promote
investor protection and the public interest by improving access for all
market participants to the critical disclosure information needed by
investors in the municipal securities market.
The Commission also finds good cause to approve Amendment Nos. 1
and 2 to the proposed rule change prior to the thirtieth day after the
date of publication of notice of filing of the amendments in the
Federal Register. The proposed rule change was published in the Federal
Register on December 28, 2007.\21\ Amendment Nos. 1 and 2 do not
substantively change the proposal as published in the Federal Register.
The amendments included a comment letter on this proposal filed with
the MSRB, responded to the comment letter filed with the MSRB and the
comment letter filed with the Commission, provided a name for the
public access portal and requested a delayed operational date for the
pilot facility. The Commission finds that it is in the public interest
to approve the proposed rule change as soon as possible to expedite its
implementation.
---------------------------------------------------------------------------
\21\ See supra note 3.
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Accordingly, the Commission believes good cause exists, consistent
with Sections 15B(b)(2)(C) and 19(b) of the Act,\22\ to approve
Amendment Nos. 1 and 2 to the proposed rule change on an accelerated
basis. The Commission approves an operational date for the pilot portal
of March 31, 2008, as requested by the MSRB.
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\22\ 15 U.S.C. 78o-4(b)(2)(C), and 78s(b).
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VI. 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-MSRB-2007-06 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-MSRB-2007-06. 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
[[Page 18026]]
post all comments on the Commission's Internet Web site (https://
www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent
amendments, all written statements with respect to the proposed rule
change that are filed with the Commission, and all written
communications relating to the proposed rule change between the
Commission and any person, other than those that may be withheld from
the public in accordance with the provisions of 5 U.S.C. 552, will be
available for inspection and copying in the Commission's Public
Reference Room, 100 F Street, NE., Washington, DC 20549, on official
business days between the hours of 10 a.m. and 3 p.m. Copies of such
filing also will be available for inspection and copying at the
principal office of the MSRB. 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-MSRB-2007-06 and should be submitted on or before April
23, 2008.
VII. Conclusion
On the basis of the foregoing, the Commission finds that the
proposed rule change is consistent with the requirements of the Act and
in particular Section 15B(b)(2)(C) of the Act and the rules and
regulations thereunder.
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\23\ that the proposed rule change (SR-MSRB-2007-06), as modified
by Amendment Nos. 1 and 2, be, and it hereby is, approved on an
accelerated basis from March 31, 2008 to March 31, 2009, subject to
earlier termination upon Commission consideration and approval,
pursuant to Section 19(b) of the Act, of a permanent system.
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\23\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
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\24\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-6837 Filed 4-1-08; 8:45 am]
BILLING CODE 8011-01-P