Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Exchange Rule 36 (Communication Between Exchange and Exchange Members' Offices), 25816-25818 [E8-9995]
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sroberts on PROD1PC70 with NOTICES
25816
Federal Register / Vol. 73, No. 89 / Wednesday, May 7, 2008 / Notices
underwriters to: (i) Submit certain
information about a new issue of
municipal securities to Depository Trust
and Clearing Corporation’s New Issue
Information Dissemination System
(‘‘NIIDS’’) within set timeframes; and
(ii) set and disseminate a ‘‘Time of First
Execution’’ that allows time for market
participants to access necessary
information in preparation for trade
reporting prior to beginning trade
executions in the issue. A full
description of the proposal is contained
in the Commission’s Notice.
SIFMA stated in its comment letter
that it fully supports increased price
transparency in the municipal
marketplace and strongly supports the
development of the Depository Trust
and Clearing Corporation’s New Issue
Information Dissemination System.
However, SIFMA recommended that the
proposal not be effective on June 30,
2008 because firms have not had
sufficient time to review and test the
system and because current unexpected
market issues and issuance volume
related to auction-rate securities have
significantly increased the time
demands on the operations staff at the
various firms. GKST also supported
increased price transparency and the
proposal but believed that if the
Depository Trust and Clearing
Corporation cannot fix the problems
that have already been identified, the
cost of complying with the proposed
directive will be a severe burden to all
firms but relatively more so to smaller
firms. The RBDA also supported the
development and implementation of the
New Issue Information Dissemination
System as a way to enhance the overall
level of transparency in the municipal
market, but did not believe the June 30
deadline offered the market enough time
to fully test and implement the system.
All three commentators suggested
postponing the originally-proposed June
30, 2008 implementation date.
In Amendment No. 1, the MSRB
postponed the effective date of the
proposed rule change from June 30,
2008 to September 30, 2008. The MSRB
believes that the new effective date will
address commentators concerns and
will allow for the additional time
necessary for implementation of NIIDS.
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 7 and, in
particular, the requirements of Section
7 In
approving this proposed rule change, the
commission notes that it has considered the
proposed rule’s impact on efficiency, competition
and capital formation. 15 U.S.C. 78c(f).
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21:00 May 06, 2008
Jkt 214001
15B(b)(2)(C) of the Act 8 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.9 In particular, the
Commission finds that the proposed
rule change is consistent with the Act
because it will allow the municipal
securities industry to produce more
accurate trade reporting and
transparency. The proposal will be
effective on September 30, 2008, as
requested by the MSRB.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,10 that the
proposed rule change (SR–MSRB–2007–
08), as modified by Amendment No. 1,
be, and it hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–10024 Filed 5–6–08; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57746; File No. SR–NYSE–
2008–34]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Exchange Rule 36 (Communication
Between Exchange and Exchange
Members’ Offices)
April 30, 2008.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 29,
2008, the New York Stock Exchange
LLC (‘‘NYSE’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
8 15
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange seeks to extend its
current portable phone pilot (the
‘‘Pilot’’) operating pursuant to Exchange
Rule 36 from its scheduled April 30,
2008 expiration date to no later than the
approval of SR–NYSE–2008–20 5 or June
30, 2008, the earlier thereof.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange seeks to extend the
Pilot operating pursuant to Exchange
Rule 36 from the Pilot’s scheduled April
30, 2008 expiration date to no later than
the approval of SR–NYSE–2008–20 or
June 30, 2008, the earlier thereof.
Pursuant to the Pilot, Floor brokers
and Registered Competitive Market
Makers (‘‘RCMMs’’) are permitted to use
an Exchange authorized and provided
portable telephone on the Exchange
Floor provided certain conditions are
met. Such usage has been permitted on
a pilot basis. The current Pilot expires
on April 30, 2008. Through the rule
filing SR–NYSE–2008–20, the Exchange
seeks to have the amendment to
Exchange Rule 36 made permanent.
U.S.C. 78o–4(b)(2)(C).
9 Id.
3 15
10 15
U.S.C. 78s(b)(2).
11 17 CFR 200.30–3(a)(12).
1 15 U.S.C.78s(b)(1).
2 17 CFR 240.19b–4.
PO 00000
Items I and II below, which Items have
been substantially prepared by the
Exchange. The Exchange filed the
proposed rule change pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(6) thereunder,4 which renders
the proposal effective upon filing with
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
Frm 00176
Fmt 4703
Sfmt 4703
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
5 See Securities Exchange Act Release No. 57611
(April 3, 2008), 73 FR 19274 (April 9, 2008). The
comment period expires on April 30, 2008.
4 17
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Federal Register / Vol. 73, No. 89 / Wednesday, May 7, 2008 / Notices
Exchange filing SR–NYSE–2008–20 was
noticed for comment in the Federal
Register by the Commission on April 9,
2008. The comment period ends on
April 30, 2008. In order to avoid a lapse
of the operation of the Pilot pending the
approval of SR–NYSE–2008–20 by the
Commission, the Exchange proposes in
the instant filing to extend the operation
of the Pilot either for an additional two
months until June 30, 2008, or until the
approval of SR–NYSE–2008–20,
whichever occurs first.
sroberts on PROD1PC70 with NOTICES
Background
The Commission originally approved
the Pilot to be implemented for a sixmonth period 6 beginning no later than
June 23, 2003.7 Since the inception of
the Pilot, the Exchange has extended the
Pilot nine times, with the current Pilot
expiring on April 30, 2008.8
Exchange Rule 36 governs the
establishment of telephone or electronic
communications between the
Exchange’s Trading Floor and any other
location. Prior to the Pilot, Exchange
Rule 36 prohibited the use of portable
telephone communication between the
6 See Securities Exchange Act Release No. 47671
(April 11, 2003), 68 FR 19048 (April 17, 2003) (SR–
NYSE–2002–11).
7 See Securities Exchange Act Release No. 47992
(June 5, 2003), 68 FR 35047 (June 11, 2003) (SR–
NYSE–2003–19) (delaying the implementation date
for portable phones from on or about May 1, 2003,
to no later than June 23, 2003).
8 See Securities Exchange Act Release Nos. 48919
(December 12, 2003), 68 FR 70853 (December 19,
2003) (SR–NYSE–2003–38) (extending the Pilot for
an additional six months ending on June 16, 2004);
49954 (July 1, 2004), 69 FR 41323 (July 8, 2004)
(SR–NYSE–2004–30) (extending the Pilot for an
additional five months ending on November 30,
2004); 50777 (December 1, 2004), 69 FR 71090
(December 8, 2004) (SR–NYSE–2004–67) (extending
the Pilot for an additional four months ending
March 31, 2005); 51464 (March 31, 2005), 70 FR
17746 (April 7, 2005) (SR–NYSE–2005–20)
(extending the Pilot for additional four months
ending July 31, 2005); 52188 (August 1, 2005), 70
FR 46252 (August 9, 2005) (SR–NYSE–2005–53)
(extending the Pilot for an additional six months
ending January 31, 2006); 53277 (February 13,
2006), 71 FR 8877 (February 21, 2006) (SR–NYSE–
2006–03) (extending the Pilot for an additional six
months ending July 31, 2006); 54276 (August 4,
2006), 71 FR 45885 (August 10, 2006) (SR–NYSE–
2006–55) (extending the Pilot for an additional six
months ending January 31, 2007); 55218 (January
31, 2007), 72 FR 6025 (February 8, 2007) (SR–
NYSE–2007–05) (extending the Pilot for an
additional twelve months ending January 31, 2008);
and 57249 (January 31, 2008), 73 FR 7024 (February
6, 2008) (SR–NYSE–2008–10) (extending the Pilot
for an additional three months ending April 30,
2008). Also, the Exchange has incorporated RCMMs
into the Pilot and subsequently amended the Pilot
to allow RCMMs to use an Exchange authorized and
provided portable telephone on the Exchange Floor
to call to and receive calls from their upstairs
offices, the upstairs offices of their clearing firm,
and their booth locations on the NYSE Floor. See
Securities Exchange Act Release Nos. 53213
(February 2, 2006), 71 FR 7103 (February 10, 2006)
(SR–NYSE–2005–80) and 54215 (July 26, 2006), 71
FR 43551 (August 1, 2006) (SR–NYSE–2006–51).
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21:00 May 06, 2008
Jkt 214001
Trading Floor and any off-Floor
location.
During the operation of the Pilot,
Floor brokers and RCMMs may use
Exchange authorized and issued
portable telephones on the Floor. Floor
brokers are permitted to engage in direct
voice communication from the point of
sale to an off-Floor location, such as a
member firm’s trading desk or the office
of one of the broker’s customers. Such
communications permit the broker to
accept orders consistent with Exchange
rules governing the entry of orders on
the NYSE Floor, provide status and oral
execution reports as to orders
previously received, as well as ‘‘market
look’’ observations as have historically
been routinely transmitted from a
broker’s booth location.
Both incoming and outgoing calls are
allowed, provided the requirements of
all other Exchange rules have been met.
A Floor broker is not permitted to
represent and execute any order
received as a result of such voice
communication unless the order is first
properly recorded by the member and
entered into the Exchange’s Front End
Systemic Capture (‘‘FESC’’) electronic
database (Exchange Rule 123(e)).9 In
addition, Exchange rules require that
any Floor broker receiving orders from
the public over portable phones must be
properly qualified to engage in such
direct access business under Exchange
Rules 342 and 345, among others.10
The Pilot also allows RCMMs to use
an Exchange authorized portable phone
solely to call and receive calls from their
booths on the Floor, to communicate
with their or their member
organizations’ off-Floor office, and to
communicate with the off-Floor office of
their clearing member organization to
enter off-Floor orders and to discuss
matters related to the clearance and
settlement of transactions, provided the
off-Floor office uses a wired telephone
line for these discussions. RCMMs, who
trade for their own accounts on the
Floor subject to the requirements of
NYSE Rule 107A, are currently not
allowed to use a portable phone to
9 See Securities Exchange Act Release No. 43689
(December 7, 2000), 65 FR 79145 (December 18,
2000) (SR–NYSE–98–25). See also Securities
Exchange Act Release No. 44943 (October 16, 2001),
66 FR 53820 (October 24, 2001) (SR–NYSE–2001–
39) (discussing certain exceptions to FESC, such as
orders to offset an error, or a bona fide arbitrage,
which may be entered within 60 seconds after a
trade is executed).
10 For more information regarding Exchange
requirements for conducting a public business on
the Exchange Floor, see Information Memos 01–41
(November 21, 2001), 01–18 (July 11, 2001)
(available at https://www.nyse.com/regulation/) and
91–25 (July 8, 1991).
PO 00000
Frm 00177
Fmt 4703
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25817
conduct any agency business.11 For both
RCMMs and Floor brokers, use of a
portable telephone on the Exchange
Floor other than one authorized and
issued by the Exchange is prohibited.
Specialists are subject to separate
restrictions in Exchange Rule 36 on
their ability to engage in voice
communications from the specialist post
to an off-Floor location.12 The Pilot does
not apply to specialists, who would
continue to be prohibited from speaking
from the post to upstairs trading desks
or customers.13
The Exchange believes that the Pilot
is operating successfully in that there is
a reasonable degree of usage of portable
phones. During the period of January 31,
2008 through April 29, 2008, there have
been no significant regulatory concerns
identified with their usage.14 Moreover,
there have been no administrative or
technical problems, other than routine
telephone maintenance issues, that have
resulted from the operation of the Pilot
over the past few months.
Conclusion
The Exchange proposes to extend the
operation of the current Pilot for an
additional two months to June 30, 2008
or until the approval of SR–NYSE–
2008–20. The Exchange believes that the
approval of the Pilot’s continuation for
the earlier of an additional two months
or until the approval of SR–NYSE–
2008–20 will enable the Exchange to
continue to provide more direct,
efficient access to its trading crowds and
customers, increase the speed of order
transmittal and trade execution, and
provide an enhanced level of service to
customers in an increasingly
competitive environment. Therefore the
Exchange believes it is appropriate to
extend the Pilot to expire no later than
the approval of the pending filing to
11 Allowing RCMMs acting as Floor brokers to use
portable phones would involve further discussions
with the Commission and would be the subject of
a separate filing with the Commission.
12 See Securities Exchange Act Release No. 46560
(September 26, 2002), 67 FR 62088 (October 3,
2002) (SR–NYSE–00–31) (discussing restrictions on
specialists’ communications from the post).
13 Exchange Rule 36.30 provides that, with the
approval of the Exchange, a specialist unit may
maintain a telephone line at its stock trading post
location to the off-Floor offices of the specialist unit
or the unit’s clearing firm. Such telephone
connection shall not be used for the purpose of
transmitting to the Floor orders for the purchase or
sale of securities, but may be used to enter options
or futures hedging orders through the unit’s offFloor office or the unit’s clearing firm, or through
a member (on the Floor) of an options or futures
exchange.
14 The Exchange has received records of incoming
and outgoing telephone calls from January 31, 2008,
through March 31, 2008, for Floor brokers and
RCMMs and will continue to receive records of
such telephone calls on a monthly basis.
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Federal Register / Vol. 73, No. 89 / Wednesday, May 7, 2008 / Notices
make the amendment to Exchange Rule
36 permanent or to June 30, 2008.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with, and
furthers the objectives of, Section 6(b)(5)
of the Act,15 in that it is designed to
prevent fraudulent and manipulative
practices, to promote just and equitable
principles of trade, to remove
impediments to, and perfect the
mechanisms of, a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
sroberts on PROD1PC70 with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate if
consistent with the protection of
investors and the public interest, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 16 and Rule 19b–
4(f)(6) thereunder.17 At any time within
60 days of the filing of the proposed rule
change, the Commission may summarily
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
The Exchange requests that the
Commission waive the five-day prefiling period and 30-day operative
period under Rule 19b–4(f)(6)(iii).18 The
Commission has waived the five-day
pre-filing requirement for this proposed
rule change. Additionally, the Exchange
U.S.C. 78f(b)(5).
U.S.C. 78s(b)(3)(A).
17 17 CFR 240.19b–4(f)(6).
18 17 CFR 240.19b–4(f)(6)(iii).
16 15
21:00 May 06, 2008
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–NYSE–2008–34 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–NYSE–2008–34. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
19 For purposes only of waiving the 30-day
operative delay of this proposal, the Commission
has considered the proposed rule’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
15 15
VerDate Aug<31>2005
believes that the continuation of the
Pilot is in the public interest as it will
avoid inconvenience and interruption to
the public. The Commission believes
that it is consistent with the protection
of investors and the public interest to
waive the 30-day operative delay and
make this proposed rule change
immediately effective upon filing.19 The
Commission believes that the waiver of
the 30-day operative delay will allow
the Exchange to continue, without
interruption, the existing operation of
its Pilot until the earlier of the approval
of SR–NYSE–2008–20 or June 30, 2008.
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Frm 00178
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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–NYSE–2008–34 and should
be submitted on or before May 28, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–9995 Filed 5–6–08; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57751; File No. SR–
NYSEArca–2008–29]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
a Proposed Rule Change, as Modified
by Amendment No. 1 Thereto, To
Amend the Eligibility Criteria for
Components of an Index Underlying
Investment Company Units
May 1, 2008.
I. Introduction
On March 13, 2008, NYSE Arca, Inc.
(‘‘NYSE Arca’’ or ‘‘Exchange’’), through
its wholly owned subsidiary, NYSE
Arca Equities, Inc. (‘‘NYSE Arca
Equities’’), filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposal to amend Commentary .01 to
NYSE Arca Equities Rule 5.2(j)(3) to
modify the eligibility criteria for
components of an index underlying
Investment Company Units (‘‘Units’’).3
On March 24, 2008, the Exchange filed
Amendment No. 1 to the proposed rule
change. The proposed rule change was
published for comment in the Federal
Register on April 1, 2008.4 The
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Units are securities that represent an interest in
a registered investment company that could be
organized as a unit investment trust, an open-end
management investment company, or a similar
entity, that holds securities comprising, or
otherwise based on or representing an interest in,
an index or portfolio of securities or securities in
another registered investment company that holds
securities. See NYSE Arca Equities 5.2(j)(3).
4 See Securities Exchange Act Release No. 57561
(March 26, 2008), 73 FR 17390.
1 15
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Agencies
[Federal Register Volume 73, Number 89 (Wednesday, May 7, 2008)]
[Notices]
[Pages 25816-25818]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-9995]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57746; File No. SR-NYSE-2008-34]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Relating to Exchange Rule 36 (Communication Between Exchange and
Exchange Members' Offices)
April 30, 2008.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on April 29, 2008, the New York Stock Exchange LLC (``NYSE'' or
the ``Exchange'') filed with the Securities and Exchange Commission
(the ``Commission'') the proposed rule change as described in Items I
and II below, which Items have been substantially prepared by the
Exchange. The Exchange filed the proposed rule change pursuant to
Section 19(b)(3)(A) of the Act \3\ and Rule 19b-4(f)(6) thereunder,\4\
which renders the proposal effective upon filing with the Commission.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C.78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange seeks to extend its current portable phone pilot (the
``Pilot'') operating pursuant to Exchange Rule 36 from its scheduled
April 30, 2008 expiration date to no later than the approval of SR-
NYSE-2008-20 \5\ or June 30, 2008, the earlier thereof.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 57611 (April 3,
2008), 73 FR 19274 (April 9, 2008). The comment period expires on
April 30, 2008.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange seeks to extend the Pilot operating pursuant to
Exchange Rule 36 from the Pilot's scheduled April 30, 2008 expiration
date to no later than the approval of SR-NYSE-2008-20 or June 30, 2008,
the earlier thereof.
Pursuant to the Pilot, Floor brokers and Registered Competitive
Market Makers (``RCMMs'') are permitted to use an Exchange authorized
and provided portable telephone on the Exchange Floor provided certain
conditions are met. Such usage has been permitted on a pilot basis. The
current Pilot expires on April 30, 2008. Through the rule filing SR-
NYSE-2008-20, the Exchange seeks to have the amendment to Exchange Rule
36 made permanent.
[[Page 25817]]
Exchange filing SR-NYSE-2008-20 was noticed for comment in the Federal
Register by the Commission on April 9, 2008. The comment period ends on
April 30, 2008. In order to avoid a lapse of the operation of the Pilot
pending the approval of SR-NYSE-2008-20 by the Commission, the Exchange
proposes in the instant filing to extend the operation of the Pilot
either for an additional two months until June 30, 2008, or until the
approval of SR-NYSE-2008-20, whichever occurs first.
Background
The Commission originally approved the Pilot to be implemented for
a six-month period \6\ beginning no later than June 23, 2003.\7\ Since
the inception of the Pilot, the Exchange has extended the Pilot nine
times, with the current Pilot expiring on April 30, 2008.\8\
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 47671 (April 11,
2003), 68 FR 19048 (April 17, 2003) (SR-NYSE-2002-11).
\7\ See Securities Exchange Act Release No. 47992 (June 5,
2003), 68 FR 35047 (June 11, 2003) (SR-NYSE-2003-19) (delaying the
implementation date for portable phones from on or about May 1,
2003, to no later than June 23, 2003).
\8\ See Securities Exchange Act Release Nos. 48919 (December 12,
2003), 68 FR 70853 (December 19, 2003) (SR-NYSE-2003-38) (extending
the Pilot for an additional six months ending on June 16, 2004);
49954 (July 1, 2004), 69 FR 41323 (July 8, 2004) (SR-NYSE-2004-30)
(extending the Pilot for an additional five months ending on
November 30, 2004); 50777 (December 1, 2004), 69 FR 71090 (December
8, 2004) (SR-NYSE-2004-67) (extending the Pilot for an additional
four months ending March 31, 2005); 51464 (March 31, 2005), 70 FR
17746 (April 7, 2005) (SR-NYSE-2005-20) (extending the Pilot for
additional four months ending July 31, 2005); 52188 (August 1,
2005), 70 FR 46252 (August 9, 2005) (SR-NYSE-2005-53) (extending the
Pilot for an additional six months ending January 31, 2006); 53277
(February 13, 2006), 71 FR 8877 (February 21, 2006) (SR-NYSE-2006-
03) (extending the Pilot for an additional six months ending July
31, 2006); 54276 (August 4, 2006), 71 FR 45885 (August 10, 2006)
(SR-NYSE-2006-55) (extending the Pilot for an additional six months
ending January 31, 2007); 55218 (January 31, 2007), 72 FR 6025
(February 8, 2007) (SR-NYSE-2007-05) (extending the Pilot for an
additional twelve months ending January 31, 2008); and 57249
(January 31, 2008), 73 FR 7024 (February 6, 2008) (SR-NYSE-2008-10)
(extending the Pilot for an additional three months ending April 30,
2008). Also, the Exchange has incorporated RCMMs into the Pilot and
subsequently amended the Pilot to allow RCMMs to use an Exchange
authorized and provided portable telephone on the Exchange Floor to
call to and receive calls from their upstairs offices, the upstairs
offices of their clearing firm, and their booth locations on the
NYSE Floor. See Securities Exchange Act Release Nos. 53213 (February
2, 2006), 71 FR 7103 (February 10, 2006) (SR-NYSE-2005-80) and 54215
(July 26, 2006), 71 FR 43551 (August 1, 2006) (SR-NYSE-2006-51).
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Exchange Rule 36 governs the establishment of telephone or
electronic communications between the Exchange's Trading Floor and any
other location. Prior to the Pilot, Exchange Rule 36 prohibited the use
of portable telephone communication between the Trading Floor and any
off-Floor location.
During the operation of the Pilot, Floor brokers and RCMMs may use
Exchange authorized and issued portable telephones on the Floor. Floor
brokers are permitted to engage in direct voice communication from the
point of sale to an off-Floor location, such as a member firm's trading
desk or the office of one of the broker's customers. Such
communications permit the broker to accept orders consistent with
Exchange rules governing the entry of orders on the NYSE Floor, provide
status and oral execution reports as to orders previously received, as
well as ``market look'' observations as have historically been
routinely transmitted from a broker's booth location.
Both incoming and outgoing calls are allowed, provided the
requirements of all other Exchange rules have been met. A Floor broker
is not permitted to represent and execute any order received as a
result of such voice communication unless the order is first properly
recorded by the member and entered into the Exchange's Front End
Systemic Capture (``FESC'') electronic database (Exchange Rule
123(e)).\9\ In addition, Exchange rules require that any Floor broker
receiving orders from the public over portable phones must be properly
qualified to engage in such direct access business under Exchange Rules
342 and 345, among others.\10\
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\9\ See Securities Exchange Act Release No. 43689 (December 7,
2000), 65 FR 79145 (December 18, 2000) (SR-NYSE-98-25). See also
Securities Exchange Act Release No. 44943 (October 16, 2001), 66 FR
53820 (October 24, 2001) (SR-NYSE-2001-39) (discussing certain
exceptions to FESC, such as orders to offset an error, or a bona
fide arbitrage, which may be entered within 60 seconds after a trade
is executed).
\10\ For more information regarding Exchange requirements for
conducting a public business on the Exchange Floor, see Information
Memos 01-41 (November 21, 2001), 01-18 (July 11, 2001) (available at
https://www.nyse.com/regulation/) and 91-25 (July 8, 1991).
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The Pilot also allows RCMMs to use an Exchange authorized portable
phone solely to call and receive calls from their booths on the Floor,
to communicate with their or their member organizations' off-Floor
office, and to communicate with the off-Floor office of their clearing
member organization to enter off-Floor orders and to discuss matters
related to the clearance and settlement of transactions, provided the
off-Floor office uses a wired telephone line for these discussions.
RCMMs, who trade for their own accounts on the Floor subject to the
requirements of NYSE Rule 107A, are currently not allowed to use a
portable phone to conduct any agency business.\11\ For both RCMMs and
Floor brokers, use of a portable telephone on the Exchange Floor other
than one authorized and issued by the Exchange is prohibited.
Specialists are subject to separate restrictions in Exchange Rule
36 on their ability to engage in voice communications from the
specialist post to an off-Floor location.\12\ The Pilot does not apply
to specialists, who would continue to be prohibited from speaking from
the post to upstairs trading desks or customers.\13\
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\11\ Allowing RCMMs acting as Floor brokers to use portable
phones would involve further discussions with the Commission and
would be the subject of a separate filing with the Commission.
\12\ See Securities Exchange Act Release No. 46560 (September
26, 2002), 67 FR 62088 (October 3, 2002) (SR-NYSE-00-31) (discussing
restrictions on specialists' communications from the post).
\13\ Exchange Rule 36.30 provides that, with the approval of the
Exchange, a specialist unit may maintain a telephone line at its
stock trading post location to the off-Floor offices of the
specialist unit or the unit's clearing firm. Such telephone
connection shall not be used for the purpose of transmitting to the
Floor orders for the purchase or sale of securities, but may be used
to enter options or futures hedging orders through the unit's off-
Floor office or the unit's clearing firm, or through a member (on
the Floor) of an options or futures exchange.
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The Exchange believes that the Pilot is operating successfully in
that there is a reasonable degree of usage of portable phones. During
the period of January 31, 2008 through April 29, 2008, there have been
no significant regulatory concerns identified with their usage.\14\
Moreover, there have been no administrative or technical problems,
other than routine telephone maintenance issues, that have resulted
from the operation of the Pilot over the past few months.
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\14\ The Exchange has received records of incoming and outgoing
telephone calls from January 31, 2008, through March 31, 2008, for
Floor brokers and RCMMs and will continue to receive records of such
telephone calls on a monthly basis.
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Conclusion
The Exchange proposes to extend the operation of the current Pilot
for an additional two months to June 30, 2008 or until the approval of
SR-NYSE-2008-20. The Exchange believes that the approval of the Pilot's
continuation for the earlier of an additional two months or until the
approval of SR-NYSE-2008-20 will enable the Exchange to continue to
provide more direct, efficient access to its trading crowds and
customers, increase the speed of order transmittal and trade execution,
and provide an enhanced level of service to customers in an
increasingly competitive environment. Therefore the Exchange believes
it is appropriate to extend the Pilot to expire no later than the
approval of the pending filing to
[[Page 25818]]
make the amendment to Exchange Rule 36 permanent or to June 30, 2008.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with,
and furthers the objectives of, Section 6(b)(5) of the Act,\15\ in that
it is designed to prevent fraudulent and manipulative practices, to
promote just and equitable principles of trade, to remove impediments
to, and perfect the mechanisms of, a free and open market and a
national market system, and, in general, to protect investors and the
public interest.
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\15\ 15 U.S.C. 78f(b)(5).
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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 that is not necessary or appropriate
in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate if consistent with
the protection of investors and the public interest, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \16\ and Rule 19b-
4(f)(6) thereunder.\17\ At any time within 60 days of the filing of the
proposed rule change, the Commission may summarily abrogate such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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\16\ 15 U.S.C. 78s(b)(3)(A).
\17\ 17 CFR 240.19b-4(f)(6).
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The Exchange requests that the Commission waive the five-day pre-
filing period and 30-day operative period under Rule 19b-
4(f)(6)(iii).\18\ The Commission has waived the five-day pre-filing
requirement for this proposed rule change. Additionally, the Exchange
believes that the continuation of the Pilot is in the public interest
as it will avoid inconvenience and interruption to the public. The
Commission believes that it is consistent with the protection of
investors and the public interest to waive the 30-day operative delay
and make this proposed rule change immediately effective upon
filing.\19\ The Commission believes that the waiver of the 30-day
operative delay will allow the Exchange to continue, without
interruption, the existing operation of its Pilot until the earlier of
the approval of SR-NYSE-2008-20 or June 30, 2008.
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\18\ 17 CFR 240.19b-4(f)(6)(iii).
\19\ For purposes only of waiving the 30-day operative delay of
this proposal, the Commission has considered the proposed rule's
impact on efficiency, competition, and capital formation. 15 U.S.C.
78c(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic comments:
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NYSE-2008-34 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-NYSE-2008-34. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room, 100 F Street,
NE., Washington, DC 20549, on official business days between the hours
of 10 a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of 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-NYSE-2008-34 and should be
submitted on or before May 28, 2008.
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. E8-9995 Filed 5-6-08; 8:45 am]
BILLING CODE 8010-01-P