Self-Regulatory Organizations; Boston Stock Exchange, Inc.; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change Amending Its Make or Take Linkage Transaction Fees, 19914-19916 [E8-7781]
Download as PDF
19914
Federal Register / Vol. 73, No. 71 / Friday, April 11, 2008 / Notices
credited to the specialist account for
that month’s charges.
In order for a specialist to be subject
to the fee rebates under this proposal,
the Exchange will require that
specialists use the ‘‘Auto Route’’
functionality in ANTE for orders up to
1,000 contracts.8 Auto Route
automatically sends a P/A Order
through the Linkage to execute against
the NBBO at another options exchange.9
The Exchange believes that this
proposal to rebate specialist transaction
charges associated with P/A Orders is
necessary in order for the Exchange to
remain competitive with other options
exchanges that currently provide
transaction fee rebates/credits for
executing orders through the Linkage.
The Exchange states that both the
Chicago Board Options Exchange,
Incorporated and the Philadelphia Stock
Exchange, Inc. have fee rebate or credit
programs for fees incurred executing
orders through the Linkage.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Act,10 in general, and furthers the
objectives of Section 6(b)(4),11 in
particular, in that it is designed to
provide for the equitable allocation of
reasonable dues, fees, and other charges
among its members and issuers and
other persons using its facilities. The
Exchange believes that the proposal
provides for an equitable allocation of
reasonable fees among members
consistent with Section 6(b)(4),12 by
rebating/crediting transaction fees
incurred by a specialist as a result of the
obligation imposed by the sending of
P/A Orders through the Linkage.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
mstockstill on PROD1PC66 with NOTICES
The Exchange does not believe that
the proposed rule change will impose
any burden on competition.
8 As long as a specialist satisfies this condition,
such specialist would be eligible for the fee rebate,
regardless of the size of the order received. For
example, if the specialist satisfies the rebate
condition and sets the Auto Route functionality in
ANTE for orders up to 1,000 contracts, such
specialist would be eligible for the fee rebate even
though the order received is greater than 1,000
contracts and thereby not subject to auto routing but
to manual handling by the specialist. See April 1
E-mail, supra note 6.
9 Auto Route automatically sends a P/A Order
through the Linkage to execute against the NBBO
at another options exchange if such order is not
executable against the Amex best bid or offer. See
April 1 E-mail, supra note 6.
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(4).
12 Id.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change is
effective upon filing pursuant to Section
19(b)(3)(A)(ii) 13 of the Act and Rule
19b–4(f)(2) 14 thereunder, because it
establishes or changes a due, fee, or
other charge applicable only to a
member imposed by the Exchange. At
any time within 60 days of the filing of
the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Amex–2008–28 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–Amex–2008–28. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro/shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of such filing will also be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File No. SR–Amex–
2008–28 and should be submitted on or
before May 2, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–7656 Filed 4–10–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57630; File No. SR–BSE–
2008–22]
Self-Regulatory Organizations; Boston
Stock Exchange, Inc.; Notice of Filing
and Order Granting Accelerated
Approval of Proposed Rule Change
Amending Its Make or Take Linkage
Transaction Fees
April 7, 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 April 3,
2008, the Boston Stock Exchange
(‘‘BSE’’ 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
substantially prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule from interested persons
and is approving the proposed rule
change on an accelerated basis.
15 17
13 15
U.S.C. 78s(b)(3)(A)(ii).
14 17 CFR 240.19b–4(f)(2).
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\11APN1.SGM
11APN1
Federal Register / Vol. 73, No. 71 / Friday, April 11, 2008 / Notices
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to amend,
retroactively effective to March 28,
2008, the Liquidity Make or Take
Pricing Structure (‘‘Make or Take
Pricing’’)—Intermarket Linkage
Transaction fees (‘‘Linkage Fees’’)
portion of the Fee Schedule of the
Boston Options Exchange (‘‘BOX’’).3
The text of the proposed rule change is
available at the Exchange, the
Commission’s Public Reference Room,
and https://www.bostonoptions.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 III below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
mstockstill on PROD1PC66 with NOTICES
1. Purpose
The Exchange is proposing to amend,
retroactively effective to March 28,
2008, Section 7(c) of the BOX Fee
Schedule in order to revise the Make or
Take Pricing Linkage Fees portion of the
BOX Fee Schedule, so as to conform it
with fee changes the Exchange recently
proposed for Make or Take Pricing
within non-Penny Pilot Program
classes.4
Executions on BOX resulting from
orders sent via the Intermarket Option
Linkage (‘‘Linkage Orders’’) are subject
to the same billing treatment as other
broker-dealer orders. On September 6,
2007, the Exchange introduced the
Make or Take Pricing for all classes
contained in the Penny Pilot Program.5
3 Capitalized terms not otherwise defined herein
shall have the meanings prescribed under the BOX
Rules.
4 See Securities Exchange Act Release No. 57618
(April 4, 2008) (SR–BSE–2008–21) (eliminating the
Make or Take Pricing Structure for non-Penny Pilot
Program classes).
5 See Securities Exchange Act Release No. 56371
(September 7, 2007), 72 FR 52401 (September 13,
2007) (SR–BSE–2007–43). The Exchange may trade
options contracts in one-cent increments in certain
approved issues as part of the Penny Pilot Program
through March 27, 2009. See Securities Exchange
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19:21 Apr 10, 2008
Jkt 214001
Since Linkage Orders that are sent to
and executed on BOX take liquidity,
such orders are assessed a $0.45 per
contract fee for executed transactions in
issues participating in the Penny Pilot
Program.6
Furthermore, on November 30, 2007,
the Exchange filed a rule proposal with
the Commission, which added the
twenty five (25) most actively traded
options classes on BOX that at that time
were not included within the Penny
Pilot Program (‘‘M or T Non-Penny Pilot
Classes’’) to the Make or Take Pricing.7
Recently, nineteen (19) of these M or T
Non-Penny Pilot Classes were included
in an expansion of the Penny Pilot
Program.8 As a result, on March 28,
2008, the Exchange filed with the
Commission a proposal that eliminates
the Make or Take Pricing for M or T
Non-Penny Pilot Classes.9
In conjunction with the elimination of
this fee, the Exchange is now proposing
to also eliminate the $0.50 per contract
Make or Take Pricing for Linkage Orders
in these M or T Non-Penny Pilot
Classes. Consequently, the Linkage Fees
associated with the Make or Take
Pricing will only apply to Linkage
Orders in any class of options that is
included in the Penny Pilot Program.
The standard Linkage Fees shall apply
to those options classes that are not part
of the Penny Pilot Program.10 The
standard Linkage Fee is $0.20 per
contract. Because the Make or Take
Pricing for M or T Non-Penny Pilot
Classes was eliminated on March 28,
2008, and the Exchange is seeking to
reduce the fee charged, the Exchange
requests that the effective date of the
proposed rule change be retroactive to
March 28, 2008.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the
Act Release No. 56566 (September 27, 2007), 72 FR
56400 (October 3, 2007) (SR–BSE–2007–40).
6 See Securities Exchange Act Release No. 56371
(September 7, 2007), 72 FR 52401, 52402
(September 13, 2007) (SR–BSE–2007–43), which
provides that ‘‘Linkage Orders that are not executed
upon receipt are rejected back to the sender and are
never posted in the BOX Book. Therefore, a Linkage
Order would never be eligible to receive a credit of
the Transaction Fee.’’
7 See Securities Exchange Act Release No. 56948
(December 12, 2007), 72 FR 72426 (December 20,
2007) (SR–BSE–2007–52).
8 See Securities Exchange Act Release No. 57566
(March 26, 2008), 73 FR 18013 (April 2, 2008) (SR–
BSE–2008–20). This most recent expansion added
twenty eight (28) of the most actively traded
multiply listed options classes, according to
Clearing Corporation volume, to the Penny Pilot
Program.
9 See note 4 supra.
10 The BOX Fee Schedule can be found on the
BOX Web site at www.bostonoptions.com.
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19915
Act,11 in general, and Section 6(b)(4) of
the Act,12 in particular, in that it is
designed to provide for the equitable
allocation of reasonable dues, fees, and
other charges among its members and
issuers and other persons using its
facilities for the purpose of executing
Linkage Orders that are routed to the
Exchange from other market centers.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received comments on the proposed
rule change.
III. 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–BSE–2008–22 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–BSE–2008–22. 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
11 15
12 15
E:\FR\FM\11APN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
11APN1
19916
Federal Register / Vol. 73, No. 71 / Friday, April 11, 2008 / Notices
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–BSE–2008–22 and should
be submitted on or before May 2, 2008.
mstockstill on PROD1PC66 with NOTICES
IV. Commission’s Findings and Order
Granting Accelerated Approval of
Proposed Rule Change
After careful consideration, 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 exchange13 and, in
particular, with the requirements of
Section 6(b) of the Act.14 In particular,
the Commission finds that the
Exchange’s proposal is consistent with
Section 6(b)(4) of the Act,15 which
requires that the rules of the Exchange
provide for the equitable allocation or
reasonable dues, fees, and other charges
among its members and other persons
using its facilities. The Commission
notes that the proposal conforms
Linkage Fees with those fees charged on
other broker-dealer executions.
The Commission finds good cause,
pursuant to Section 19(b)(2) of the
Act,16 for approving the proposed rule
change prior to the 30th day after the
date of publication of the notice of the
filing thereof in the Federal Register.
The Commission notes that the Make or
Take Pricing for M or T Non-Penny Pilot
Classes was eliminated on March 28,
2008.17 Further, because the Exchange is
proposing to reduce the fee charged
from $0.50 per contract to $0.20 per
contract for those M or T Non-Penny
Pilot Classes not included in the Penny
Pilot Program expansion, granting
accelerated approval on a retroactive
basis would allow the Exchange to
13 In approving this rule, the Commission notes
that it has considered its impact on efficiency,
competition, and capital formation. 15 U.S.C. 78c(f).
14 15 U.S.C. 78f(b).
15 15 U.S.C. 78f(b)(4).
16 15 U.S.C. 78s(b)(2).
17 See note 4 supra.
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19:21 Apr 10, 2008
Jkt 214001
implement a lower fee for market
participants executing Linkage Orders at
the same time as the Exchange’s related
fee changes, which should benefit
investors and reduce confusion.18
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act 19 that the
proposed rule change (SR–BSE–2008–
22) is hereby approved on an
accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–7781 Filed 4–10–08; 8:45 am]
BILLING CODE 8011–01–P
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
FINRA is proposing to amend
Incorporated NYSE Rule Interpretation
344/02 (Research Analysts and
Supervisory Analysts) (the
‘‘Interpretation’’) to make a nonsubstantive, technical change to the
Interpretation text.4
Below is the text of the proposed rule
change. Proposed deletions are in
[brackets].
*
*
*
*
*
Rule 344 Research Analysts and
Supervisory Analysts
/01
/02
No Change.
Foreign Research Analysts
Exemption
SECURITIES AND EXCHANGE
COMMISSION
No change.
Supervisory Review
No Change.
[Release No. 34–57622; File No. SR–FINRA–
2008–012]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Technical
Amendments to Incorporated NYSE
Rule Interpretation 344/02
April 4, 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 April 4,
2008, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) (f/k/a
National Association of Securities
Dealers, Inc. (‘‘NASD’’)) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) a proposed
rule change as described in Items I and
II below, which items have been
prepared substantially by FINRA.
FINRA has designated the proposed rule
change as constituting a ‘‘noncontroversial’’ rule change under
paragraph (f)(6) of Rule 19b–4 under the
Act,3 which renders the proposal
effective upon receipt of this filing by
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
18 See
note 8 supra and accompanying text.
U.S.C. 78s(b)(2).
20 17 CFR 200.30–3(a)(12)
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
19 15
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Sfmt 4703
Disclosure
In publishing or otherwise
distributing globally branded research
reports partially or entirely prepared by
a foreign research analyst, a member
organization must prominently disclose:
(1) each affiliate contributing to the
research report;
(2) the names of the foreign research
analysts employed by each contributing
affiliate;
(3) that such research analysts are not
registered/qualified as research analysts
with the NYSE and/or NASD; and
(4) that such research analysts may
not be associated persons of the member
organization and therefore may not be
subject to the NYSE Rule 472
restrictions on communications with a
subject company, public appearances
and trading securities [company, public
appearances and trading securities] held
by a research analyst account.
The disclosures required by this Rule
must be presented on the front page of
the research report or the front page
must refer to the page on which the
disclosures can be found. In electronic
research reports, a member may
hyperlink to the disclosures. References
and disclosures must be clear,
comprehensive and prominent.
4 As part of the consolidation of NASD and NYSE
Member Regulation, FINRA incorporated into its
rulebook certain NYSE rules related to member firm
conduct (‘‘Incorporated NYSE Rules’’). As a result,
the current FINRA rulebook consists of two sets of
rules: (1) NASD Rules and (2) the Incorporated
NYSE Rules. While the NASD Rules generally apply
to all FINRA members, the Incorporated NYSE
Rules apply only to members of both FINRA and
the NYSE, referred to as Dual Members.
E:\FR\FM\11APN1.SGM
11APN1
Agencies
[Federal Register Volume 73, Number 71 (Friday, April 11, 2008)]
[Notices]
[Pages 19914-19916]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-7781]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57630; File No. SR-BSE-2008-22]
Self-Regulatory Organizations; Boston Stock Exchange, Inc.;
Notice of Filing and Order Granting Accelerated Approval of Proposed
Rule Change Amending Its Make or Take Linkage Transaction Fees
April 7, 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 April 3, 2008, the Boston Stock Exchange (``BSE'' 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 substantially prepared by the Exchange. The Commission is
publishing this notice to solicit comments on the proposed rule from
interested persons and is approving the proposed rule change on an
accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
[[Page 19915]]
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is proposing to amend, retroactively effective to
March 28, 2008, the Liquidity Make or Take Pricing Structure (``Make or
Take Pricing'')--Intermarket Linkage Transaction fees (``Linkage
Fees'') portion of the Fee Schedule of the Boston Options Exchange
(``BOX'').\3\ The text of the proposed rule change is available at the
Exchange, the Commission's Public Reference Room, and https://
www.bostonoptions.com.
---------------------------------------------------------------------------
\3\ Capitalized terms not otherwise defined herein shall have
the meanings prescribed under the BOX Rules.
---------------------------------------------------------------------------
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 III below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to amend, retroactively effective to
March 28, 2008, Section 7(c) of the BOX Fee Schedule in order to revise
the Make or Take Pricing Linkage Fees portion of the BOX Fee Schedule,
so as to conform it with fee changes the Exchange recently proposed for
Make or Take Pricing within non-Penny Pilot Program classes.\4\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 57618 (April 4,
2008) (SR-BSE-2008-21) (eliminating the Make or Take Pricing
Structure for non-Penny Pilot Program classes).
---------------------------------------------------------------------------
Executions on BOX resulting from orders sent via the Intermarket
Option Linkage (``Linkage Orders'') are subject to the same billing
treatment as other broker-dealer orders. On September 6, 2007, the
Exchange introduced the Make or Take Pricing for all classes contained
in the Penny Pilot Program.\5\ Since Linkage Orders that are sent to
and executed on BOX take liquidity, such orders are assessed a $0.45
per contract fee for executed transactions in issues participating in
the Penny Pilot Program.\6\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 56371 (September 7,
2007), 72 FR 52401 (September 13, 2007) (SR-BSE-2007-43). The
Exchange may trade options contracts in one-cent increments in
certain approved issues as part of the Penny Pilot Program through
March 27, 2009. See Securities Exchange Act Release No. 56566
(September 27, 2007), 72 FR 56400 (October 3, 2007) (SR-BSE-2007-
40).
\6\ See Securities Exchange Act Release No. 56371 (September 7,
2007), 72 FR 52401, 52402 (September 13, 2007) (SR-BSE-2007-43),
which provides that ``Linkage Orders that are not executed upon
receipt are rejected back to the sender and are never posted in the
BOX Book. Therefore, a Linkage Order would never be eligible to
receive a credit of the Transaction Fee.''
---------------------------------------------------------------------------
Furthermore, on November 30, 2007, the Exchange filed a rule
proposal with the Commission, which added the twenty five (25) most
actively traded options classes on BOX that at that time were not
included within the Penny Pilot Program (``M or T Non-Penny Pilot
Classes'') to the Make or Take Pricing.\7\ Recently, nineteen (19) of
these M or T Non-Penny Pilot Classes were included in an expansion of
the Penny Pilot Program.\8\ As a result, on March 28, 2008, the
Exchange filed with the Commission a proposal that eliminates the Make
or Take Pricing for M or T Non-Penny Pilot Classes.\9\
---------------------------------------------------------------------------
\7\ See Securities Exchange Act Release No. 56948 (December 12,
2007), 72 FR 72426 (December 20, 2007) (SR-BSE-2007-52).
\8\ See Securities Exchange Act Release No. 57566 (March 26,
2008), 73 FR 18013 (April 2, 2008) (SR-BSE-2008-20). This most
recent expansion added twenty eight (28) of the most actively traded
multiply listed options classes, according to Clearing Corporation
volume, to the Penny Pilot Program.
\9\ See note 4 supra.
---------------------------------------------------------------------------
In conjunction with the elimination of this fee, the Exchange is
now proposing to also eliminate the $0.50 per contract Make or Take
Pricing for Linkage Orders in these M or T Non-Penny Pilot Classes.
Consequently, the Linkage Fees associated with the Make or Take Pricing
will only apply to Linkage Orders in any class of options that is
included in the Penny Pilot Program. The standard Linkage Fees shall
apply to those options classes that are not part of the Penny Pilot
Program.\10\ The standard Linkage Fee is $0.20 per contract. Because
the Make or Take Pricing for M or T Non-Penny Pilot Classes was
eliminated on March 28, 2008, and the Exchange is seeking to reduce the
fee charged, the Exchange requests that the effective date of the
proposed rule change be retroactive to March 28, 2008.
---------------------------------------------------------------------------
\10\ The BOX Fee Schedule can be found on the BOX Web site at
www.bostonoptions.com.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Act,\11\ in general, and Section
6(b)(4) of the Act,\12\ in particular, in that it is designed to
provide for the equitable allocation of reasonable dues, fees, and
other charges among its members and issuers and other persons using its
facilities for the purpose of executing Linkage Orders that are routed
to the Exchange from other market centers.
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has neither solicited nor received comments on the
proposed rule change.
III. 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-BSE-2008-22 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-BSE-2008-22. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/
sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the
[[Page 19916]]
proposed rule change between the Commission and any person, other than
those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BSE-2008-22 and should be
submitted on or before May 2, 2008.
IV. Commission's Findings and Order Granting Accelerated Approval of
Proposed Rule Change
After careful consideration, 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\13\ and, in particular, with the requirements of Section 6(b)
of the Act.\14\ In particular, the Commission finds that the Exchange's
proposal is consistent with Section 6(b)(4) of the Act,\15\ which
requires that the rules of the Exchange provide for the equitable
allocation or reasonable dues, fees, and other charges among its
members and other persons using its facilities. The Commission notes
that the proposal conforms Linkage Fees with those fees charged on
other broker-dealer executions.
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\13\ In approving this rule, the Commission notes that it has
considered its impact on efficiency, competition, and capital
formation. 15 U.S.C. 78c(f).
\14\ 15 U.S.C. 78f(b).
\15\ 15 U.S.C. 78f(b)(4).
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The Commission finds good cause, pursuant to Section 19(b)(2) of
the Act,\16\ for approving the proposed rule change prior to the 30th
day after the date of publication of the notice of the filing thereof
in the Federal Register. The Commission notes that the Make or Take
Pricing for M or T Non-Penny Pilot Classes was eliminated on March 28,
2008.\17\ Further, because the Exchange is proposing to reduce the fee
charged from $0.50 per contract to $0.20 per contract for those M or T
Non-Penny Pilot Classes not included in the Penny Pilot Program
expansion, granting accelerated approval on a retroactive basis would
allow the Exchange to implement a lower fee for market participants
executing Linkage Orders at the same time as the Exchange's related fee
changes, which should benefit investors and reduce confusion.\18\
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\16\ 15 U.S.C. 78s(b)(2).
\17\ See note 4 supra.
\18\ See note 8 supra and accompanying text.
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V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the Act
\19\ that the proposed rule change (SR-BSE-2008-22) is hereby approved
on an accelerated basis.
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\19\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
Florence E. Harmon,
Deputy Secretary.
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\20\ 17 CFR 200.30-3(a)(12)
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[FR Doc. E8-7781 Filed 4-10-08; 8:45 am]
BILLING CODE 8011-01-P