Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Fee Changes, 50848-50850 [E8-19985]
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50848
Federal Register / Vol. 73, No. 168 / Thursday, August 28, 2008 / Notices
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
jlentini on PROD1PC65 with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has designated the
proposed rule change as one that: (i)
Does not significantly affect the
protection of investors or the public
interest; (ii) does not impose any
significant burden on competition; and
(iii) by its terms, does not 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.
Additionally, the Exchange provided
the Commission with written notice of
its intention to file the proposed rule
change at least five business days before
its filing. Therefore, the foregoing rule
change has become effective pursuant to
Section 19(b)(3)(A) of the Act 14 and
Rule 19b–4(f)(6) thereunder.15
A proposed rule change filed under
Rule 19b–4(f)(6) under the Act normally
may not become operative prior to 30
days after the date of filing. However,
Rule 19b–4(f)(6)(iii) under the Act 16
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. The Exchange has
requested that the Commission waive
the 30-day operative delay, which
would make the rule change effective
and operative upon filing. The Exchange
believes that waiver of the 30-day
operative delay is consistent with the
protection of investors and the public
interest as it will allow the Exchange to
continue to list options on the EEM
Fund. For this reason, the Commission
designates that the proposed rule
change has become effective and
operative immediately.17
14 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6)(iii).
17 For purposes only of waiving the operative
delay for this proposal, the Commission has
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–ISE–2008–66 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, Station Place, 100 F Street,
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–ISE–2008–66. 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
15 17
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information from submissions. You
should submit only information that
you wish to make publicly available. All
submissions should refer to File
Number SR–ISE–2008–66 and should be
submitted on or before September 18,
2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–19943 Filed 8–27–08; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
Release No. 34–58411; File No. SR–ISE–
2008–65]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Relating to Fee Changes
August 22, 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 August
12, 2008, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission the proposed
rule change, as described in Items I, II,
and III below, which items have been
prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments 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 ISE is proposing to amend its
Schedule of Fees to establish fees for
transactions in options on 12 Premium
Products.3 The text of the proposed rule
change is available at the Exchange.
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
self-regulatory organization 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
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Premium Product is defined in the Schedule of
Fees as the products enumerated therein.
1 15
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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Federal Register / Vol. 73, No. 168 / Thursday, August 28, 2008 / Notices
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
jlentini on PROD1PC65 with NOTICES
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 its Schedule of Fees
to establish fees for transactions in
options on the iShares DJ U.S. Financial
Sector Index Fund (‘‘IYF’’),4 the Market
Vectors Coal ETF (‘‘KOL’’),5 the SPDR
KBW Regional Banking ETF (‘‘KRE’’),6
4 iShares is a registered trademark of Barclays
Global Investors, N.A. (‘‘BGI’’), a wholly owned
subsidiary of Barclays Bank PLC. ‘‘Dow Jones’’ and
‘‘Dow Jones U.S. Financial Sector Index Fund’’ are
service marks of Dow Jones & Company, Inc. (‘‘Dow
Jones’’) and have been licensed for use for certain
purposes by BGI. All other trademarks and service
marks are the property of their respective owners.
The Dow Jones U.S. Financial Sector Index Fund
(‘‘IYF’’) is not sponsored, endorsed, issued, sold or
promoted by Dow Jones. BGI and Dow Jones have
not licensed or authorized ISE to (i) engage in the
creation, listing, provision of a market for trading,
marketing, and promotion of options on IYF or (ii)
to use and refer to any of their trademarks or service
marks in connection with the listing, provision of
a market for trading, marketing, and promotion of
options on IYF or with making disclosures
concerning options on IYF under any applicable
federal or state laws, rules or regulations. BGI and
Dow Jones do not sponsor, endorse, or promote
such activity by ISE, and are not affiliated in any
manner with ISE.
5 The Market Vectors Coal ETF (‘‘KOL’’) is
distributed by Van Eck Securities Corporation
(‘‘VESC’’) and tracks the Stowe Coal IndexSM, which
is published by Stowe Global Indexes LLC
(‘‘Stowe’’). VESC has entered into a licensing
agreement with Stowe to use the Stowe Coal Index
in connection with KOL. Van Eck Associates
Corporation (‘‘VEAC’’) is the investment adviser to
KOL. Stowe’s only relationship with VEAC is the
licensing of certain service marks and trade names
of Stowe and of the Stowe Coal Index. Stowe does
not sponsor, endorse, or promote KOL and makes
no representation regarding the advisability of
investing in KOL. Neither VESC nor VEAC has
licensed or authorized ISE to (i) engage in the
creation, listing, provision of a market for trading,
marketing, and promotion of options on KOL or (ii)
to use and refer to any of their trademarks or service
marks in connection with the listing, provision of
a market for trading, marketing, and promotion of
options on KOL or with making disclosures
concerning options on KOL under any applicable
federal or state laws, rules or regulations. Neither
VESC nor VEAC sponsors, endorses, or promotes
such activity by ISE, and are not affiliated in any
manner with ISE.
6 ‘‘SPDR’’ is a trademark of the The McGraw-Hill
Companies, Inc (‘‘McGraw-Hill’’). The ‘‘KBW
Regional Bank IndexSM’’ and ‘‘Keefe, Bruyette &
WoodsSM’’ are service marks and the property of
Keefe, Bruyette & Woods, Inc. (‘‘KBW’’). KBW’s
only relationship to State Street Bank and Trust
Company is the licensing of certain trademarks and
tradenames of KBW and the KBW Regional Banking
Index in connection with the listing and trading of
the KBW Regional Banking ETF (‘‘KRE’’) on the
American Stock Exchange. KRE is not sponsored,
sold or endorsed by KBW or McGraw-Hill and
neither KBW nor McGraw-Hill makes any
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the Ultra Oil & Gas ProShares Trust
(‘‘DIG’’), the UltraShort Real Estate
ProShares Trust (‘‘SRS’’), the UltraShort
Basic Materials ProShares Trust
(‘‘SMN’’),7 the Vanguard Materials ETF
(‘‘VAW’’), the Vanguard REIT ETF
(‘‘VNQ’’), the Vanguard Growth ETF
(‘‘VUG’’), the Vanguard Europe Pacific
ETF (‘‘VEA’’), the Vanguard Emerging
Markets ETF (‘‘VWO’’) 8 and the
Regional Bank HOLDRs Trust (‘‘RKH’’).9
representation regarding the advisability of
investing in KRE. Neither KBW nor McGraw-Hill
has licensed or authorized ISE to (i) engage in the
creation, listing, provision of a market for trading,
marketing, and promotion of options on KRE or (ii)
to use and refer to any of their trademarks or service
marks in connection with the listing, provision of
a market for trading, marketing, and promotion of
options on KRE or with making disclosures
concerning options on KRE under any applicable
federal or state laws, rules or regulations. Neither
KBW nor McGraw-Hill sponsors, endorses, or
promotes such activity by ISE and are not affiliated
in any manner with ISE.
7 ‘‘Dow Jones’’, ‘‘Dow Jones U.S. Oil & GasSM’’,
‘‘Dow Jones U.S. Basic MaterialsSM’’, and ‘‘Dow
Jones U.S. Real EstateSM’’ are service marks of Dow
Jones & Company, Inc. (‘‘Dow Jones’’) and have
been licensed for use for certain purposes by
ProFunds Trust. All other trademarks and service
marks are the property of their respective owners.
The Ultra Oil & Gas ProShares (‘‘DIG’’), the
UltraShort Real Estate ProShares (‘‘SRS’’), and the
UltraShort Basic Materials ProShares (‘‘SMN’’) are
not sponsored, endorsed, issued, sold or promoted
by Dow Jones. Dow Jones has not licensed or
authorized ISE to (i) engage in the creation, listing,
provision of a market for trading, marketing, and
promotion of options on DIG, SRS and SMN or (ii)
to use and refer to any of their trademarks or service
marks in connection with the listing, provision of
a market for trading, marketing, and promotion of
options on DIG, SRS and SMN or with making
disclosures concerning options on DIG, SRS and
SMN under any applicable federal or state laws,
rules or regulations. Dow Jones does not sponsor,
endorse, or promote such activity by ISE and is not
affiliated in any manner with ISE.
8 Vanguard, Vanguard ETFs and Vanguard ETF
are trademarks of The Vanguard Group, Inc.
(‘‘Vanguard’’). All other marks are the exclusive
property of their respective owners. The Vanguard
Materials ETF (‘‘VAW’’) tracks the Morgan Stanley
Capital International (MSCI) U.S. Investable
Market Materials Index. The Vanguard REIT ETF
(‘‘VNQ’’) tracks the MSCI U.S. REIT Index. The
Vanguard Growth ETF (‘‘VUG’’) tracks the MSCI
U.S. Prime Market Growth Index. The Vanguard
Europe Pacific ETF (‘‘VEA’’) tracks the MSCI
Europe, Australasia, Far East Index. The Vanguard
Emerging Markets ETF (‘‘VWO’’) tracks the MSCI
Emerging Markets Index. MSCI does not sponsor,
endorse, or promote VAW, VNQ, VUG, VEA and
VWO and makes no representation regarding the
advisability of investing in VAW, VNQ, VUG, VEA
and VWO. Vanguard has not licensed or authorized
ISE to (i) engage in the creation, listing, provision
of a market for trading, marketing, and promotion
of options on VAW, VNQ, VUG, VEA and VWO or
(ii) to use and refer to any of their trademarks or
service marks in connection with the listing,
provision of a market for trading, marketing, and
promotion of options on VAW, VNQ, VUG, VEA
and VWO or with making disclosures concerning
options on VAW, VNQ, VUG, VEA and VWO under
any applicable federal or state laws, rules or
regulations. Vanguard does not sponsor, endorse, or
promote such activity by ISE, and is not affiliated
in any manner with ISE.
9 The Regional Bank HOLDRSSM Trust (‘‘RKH’’)
issues Depositary Receipts called Regional bank
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50849
The Exchange represents that IYF, KOL,
KRE, DIG, SRS, SMN, VAW, VNQ, VUG,
VEA, VWO and RKH are eligible for
options trading because they constitute
‘‘Exchange-Traded Fund Share,’’ [sic] as
defined by ISE Rule 502(h).
All of the applicable fees covered by
this filing are identical to fees charged
by the Exchange for all other Premium
Products. Specifically, the Exchange is
proposing to adopt an execution fee for
all transactions in options on IYF, KOL,
KRE, DIG, SRS, SMN, VAW, VNQ, VUG,
VEA, VWO and RKH.10 The amount of
the execution fee for products covered
by this filing shall be $0.18 per contract
for all Public Customer Orders 11 and
Firm Proprietary orders. The amount of
the execution fee for all ISE Market
Maker transactions shall be equal to the
execution fee currently charged by the
Exchange for ISE Market Maker
transactions in equity options.12 Finally,
the amount of the execution fee for all
non-ISE Market Maker transactions shall
be $0.45 per contract.13 Further, since
options on IYF, KOL, KRE, DIG, SRS,
SMN, VAW, VNQ, VUG, VEA, VWO
and RKH are multiply-listed, the
Exchange’s Payment for Order Flow fee
shall apply to all these products. The
HOLDRSSM representing undivided beneficial
ownership in the U.S.-traded common stock of a
group of specified companies that, among other
things, are involved in various segments of the
regional banking industry. ‘‘HOLDRS’’ and
‘‘HOLding Company Depositary ReceiptS’’ are
service marks of Merrill Lynch & Co., Inc. (‘‘Merrill
Lynch’’). All other trademarks and service marks
are the property of their respective owners. Merrill
Lynch has not licensed or authorized ISE to (i)
engage in the creation, listing, provision of a market
for trading, marketing, and promotion of options on
RKH or (ii) to use and refer to any of their
trademarks or service marks in connection with the
listing, provision of a market for trading, marketing,
and promotion of options on RKH or with making
disclosures concerning options on RKH under any
applicable federal or state laws, rules or regulations.
Merrill Lynch does not sponsor, endorse, or
promote such activity by ISE, and is not affiliated
in any manner with ISE.
10 These fees will be charged only to Exchange
members. Under a pilot program that is set to expire
on July 31, 2009, these fees will also be charged to
Linkage Principal Orders (‘‘Linkage P Orders’’) and
Linkage Principal Acting as Agent Orders (‘‘Linkage
P/A Orders’’). The amount of the execution fee
charged by the Exchange for Linkage P Orders and
Linkage P/A Orders is $0.24 per contract side and
$0.15 per contract side, respectively. See Securities
Exchange Act Release No. 58143 (July 11, 2008), 73
FR 41388 (July 18, 2008) (SR–ISE–2008–52).
11 Public Customer Order is defined in Exchange
Rule 100(a)(39) as an order for the account of a
Public Customer. Public Customer is defined in
Exchange Rule 100(a)(38) as a person or entity that
is not a broker or dealer in securities.
12 The Exchange applies a sliding scale, between
$0.01 and $0.18 per contract side, based on the
number of contracts an ISE market maker trades in
a month.
13 The amount of the execution fee for non-ISE
Market Maker transactions executed in the
Exchange’s Facilitation and Solicitation
Mechanisms is $0.19 per contract.
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Federal Register / Vol. 73, No. 168 / Thursday, August 28, 2008 / Notices
Exchange believes the proposed rule
change will further the Exchange’s goal
of introducing new products to the
marketplace that are competitively
priced.
(b) Basis—The Exchange believes that
the proposed rule change is consistent
with the objectives of section 6 of the
Act,14 in general, and furthers the
objectives of section 6(b)(4),15 in
particular, in that it is designed to
provide for the equitable allocation of
reasonable dues, fees and other charges
among its members and other persons
using its facilities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to section 19(b)(3) of
the Act 16 and Rule 19b–4(f)(2) 17
thereunder. At any time within 60 days
of the filing of such 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.
jlentini on PROD1PC65 with NOTICES
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:
Number SR–ISE–2008–65 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–ISE–2008–65. 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 the filing will also be available
for inspection and copying at the
principal office of the self-regulatory
organization. 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–ISE–
2008–65 and should be submitted on or
before September 18, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–19985 Filed 8–27–08; 8:45 am]
BILLING CODE 8010–01–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
14 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
16 15 U.S.C. 78s(b)(3)(A).
17 17 CFR 19b–4(f)(2).
15 15
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18 17
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CFR 200.30–3(a)(12).
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58406; File No. SR–MSRB–
2008–06]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Relating to Revisions to the
Series 51 Examination Program
August 21, 2008.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b-4 thereunder,2
notice is hereby given that on August
18, 2008, the Municipal Securities
Rulemaking Board (‘‘MSRB’’ or
‘‘Board’’), filed with the Securities and
Exchange Commission (‘‘Commission’’
or ‘‘SEC’’) the proposed rule change as
described in Items I, II and III below,
which Items have been prepared by the
MSRB. The MSRB has designated the
proposed rule change as constituting a
stated policy, practice, or interpretation
with respect to the meaning,
administration, or enforcement of an
existing rule of the self-regulatory
organization pursuant to Section
19(b)(3)(A)(i) of the Act,3 and Rule 19b–
4(f)(1) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The MSRB is filing with the
Commission revisions to the study
outline and selection specifications for
the Municipal Fund Securities Limited
Principal Qualification Examination
(Series 51) program.5 The proposed
revisions consolidate certain job
responsibilities (such as the
recordkeeping functions) and regroup
others in order to allow more detailed
testing of particular rule requirements.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(i).
4 17 CFR 240.19b–4(f)(1).
5 The MSRB is also proposing corresponding
revisions to the Series 51 question bank, but based
upon instructions from the Commission staff, the
MSRB is submitting SR–MSRB–2008–06 for
immediate effectiveness pursuant to Section
19(b)(3)(A)(i) of the Act and Rule 19b–4(f)(1)
thereunder, and is not filing the question bank for
Commission review. See letter to Diane G. Klinke,
General Counsel, MSRB, from Belinda Blaine,
Associate Director, Division of Market Regulation,
SEC, dated July 24, 2000. The question bank is
available for Commission review.
2 17
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Agencies
[Federal Register Volume 73, Number 168 (Thursday, August 28, 2008)]
[Notices]
[Pages 50848-50850]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-19985]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
Release No. 34-58411; File No. SR-ISE-2008-65]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change Relating to Fee Changes
August 22, 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 August 12, 2008, the International Securities Exchange, LLC
(the ``Exchange'' or the ``ISE'') filed with the Securities and
Exchange Commission the proposed rule change, as described in Items I,
II, and III below, which items have been prepared by the self-
regulatory organization. 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.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE is proposing to amend its Schedule of Fees to establish
fees for transactions in options on 12 Premium Products.\3\ The text of
the proposed rule change is available at the Exchange.
---------------------------------------------------------------------------
\3\ Premium Product is defined in the Schedule of Fees as the
products enumerated therein.
---------------------------------------------------------------------------
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 self-regulatory organization
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
[[Page 50849]]
of these statements may be examined at the places specified in Item IV
below. The self-regulatory organization 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 its Schedule of Fees
to establish fees for transactions in options on the iShares DJ U.S.
Financial Sector Index Fund (``IYF''),\4\ the Market Vectors Coal ETF
(``KOL''),\5\ the SPDR KBW Regional Banking ETF (``KRE''),\6\ the Ultra
Oil & Gas ProShares Trust (``DIG''), the UltraShort Real Estate
ProShares Trust (``SRS''), the UltraShort Basic Materials ProShares
Trust (``SMN''),\7\ the Vanguard[supreg] Materials ETF (``VAW''), the
Vanguard[supreg] REIT ETF (``VNQ''), the Vanguard[supreg] Growth ETF
(``VUG''), the Vanguard[supreg] Europe Pacific ETF (``VEA''), the
Vanguard[supreg] Emerging Markets ETF (``VWO'') \8\ and the Regional
Bank HOLDRs Trust (``RKH'').\9\ The Exchange represents that IYF, KOL,
KRE, DIG, SRS, SMN, VAW, VNQ, VUG, VEA, VWO and RKH are eligible for
options trading because they constitute ``Exchange-Traded Fund Share,''
[sic] as defined by ISE Rule 502(h).
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\4\ iShares[supreg] is a registered trademark of Barclays Global
Investors, N.A. (``BGI''), a wholly owned subsidiary of Barclays
Bank PLC. ``Dow Jones'' and ``Dow Jones U.S. Financial Sector Index
Fund'' are service marks of Dow Jones & Company, Inc. (``Dow
Jones'') and have been licensed for use for certain purposes by BGI.
All other trademarks and service marks are the property of their
respective owners. The Dow Jones U.S. Financial Sector Index Fund
(``IYF'') is not sponsored, endorsed, issued, sold or promoted by
Dow Jones. BGI and Dow Jones have not licensed or authorized ISE to
(i) engage in the creation, listing, provision of a market for
trading, marketing, and promotion of options on IYF or (ii) to use
and refer to any of their trademarks or service marks in connection
with the listing, provision of a market for trading, marketing, and
promotion of options on IYF or with making disclosures concerning
options on IYF under any applicable federal or state laws, rules or
regulations. BGI and Dow Jones do not sponsor, endorse, or promote
such activity by ISE, and are not affiliated in any manner with ISE.
\5\ The Market Vectors Coal ETF (``KOL'') is distributed by Van
Eck Securities Corporation (``VESC'') and tracks the Stowe Coal
IndexSM, which is published by Stowe Global Indexes LLC
(``Stowe''). VESC has entered into a licensing agreement with Stowe
to use the Stowe Coal Index in connection with KOL. Van Eck
Associates Corporation (``VEAC'') is the investment adviser to KOL.
Stowe's only relationship with VEAC is the licensing of certain
service marks and trade names of Stowe and of the Stowe Coal Index.
Stowe does not sponsor, endorse, or promote KOL and makes no
representation regarding the advisability of investing in KOL.
Neither VESC nor VEAC has licensed or authorized ISE to (i) engage
in the creation, listing, provision of a market for trading,
marketing, and promotion of options on KOL or (ii) to use and refer
to any of their trademarks or service marks in connection with the
listing, provision of a market for trading, marketing, and promotion
of options on KOL or with making disclosures concerning options on
KOL under any applicable federal or state laws, rules or
regulations. Neither VESC nor VEAC sponsors, endorses, or promotes
such activity by ISE, and are not affiliated in any manner with ISE.
\6\ ``SPDR[supreg]'' is a trademark of the The McGraw-Hill
Companies, Inc (``McGraw-Hill''). The ``KBW Regional Bank
IndexSM'' and ``Keefe, Bruyette & WoodsSM''
are service marks and the property of Keefe, Bruyette & Woods, Inc.
(``KBW''). KBW's only relationship to State Street Bank and Trust
Company is the licensing of certain trademarks and tradenames of KBW
and the KBW Regional Banking Index in connection with the listing
and trading of the KBW Regional Banking ETF (``KRE'') on the
American Stock Exchange. KRE is not sponsored, sold or endorsed by
KBW or McGraw-Hill and neither KBW nor McGraw-Hill makes any
representation regarding the advisability of investing in KRE.
Neither KBW nor McGraw-Hill has licensed or authorized ISE to (i)
engage in the creation, listing, provision of a market for trading,
marketing, and promotion of options on KRE or (ii) to use and refer
to any of their trademarks or service marks in connection with the
listing, provision of a market for trading, marketing, and promotion
of options on KRE or with making disclosures concerning options on
KRE under any applicable federal or state laws, rules or
regulations. Neither KBW nor McGraw-Hill sponsors, endorses, or
promotes such activity by ISE and are not affiliated in any manner
with ISE.
\7\ ``Dow Jones'', ``Dow Jones U.S. Oil & GasSM'',
``Dow Jones U.S. Basic MaterialsSM'', and ``Dow Jones
U.S. Real EstateSM'' are service marks of Dow Jones &
Company, Inc. (``Dow Jones'') and have been licensed for use for
certain purposes by ProFunds Trust. All other trademarks and service
marks are the property of their respective owners. The Ultra Oil &
Gas ProShares (``DIG''), the UltraShort Real Estate ProShares
(``SRS''), and the UltraShort Basic Materials ProShares (``SMN'')
are not sponsored, endorsed, issued, sold or promoted by Dow Jones.
Dow Jones has not licensed or authorized ISE to (i) engage in the
creation, listing, provision of a market for trading, marketing, and
promotion of options on DIG, SRS and SMN or (ii) to use and refer to
any of their trademarks or service marks in connection with the
listing, provision of a market for trading, marketing, and promotion
of options on DIG, SRS and SMN or with making disclosures concerning
options on DIG, SRS and SMN under any applicable federal or state
laws, rules or regulations. Dow Jones does not sponsor, endorse, or
promote such activity by ISE and is not affiliated in any manner
with ISE.
\8\ Vanguard, Vanguard ETFs and Vanguard ETF are trademarks of
The Vanguard Group, Inc. (``Vanguard''). All other marks are the
exclusive property of their respective owners. The Vanguard[supreg]
Materials ETF (``VAW'') tracks the Morgan Stanley Capital
International[supreg] (MSCI[supreg]) U.S. Investable Market
Materials Index. The Vanguard[supreg] REIT ETF (``VNQ'') tracks the
MSCI U.S. REIT Index. The Vanguard[supreg] Growth ETF (``VUG'')
tracks the MSCI U.S. Prime Market Growth Index. The Vanguard[supreg]
Europe Pacific ETF (``VEA'') tracks the MSCI Europe, Australasia,
Far East Index. The Vanguard[supreg] Emerging Markets ETF (``VWO'')
tracks the MSCI Emerging Markets Index. MSCI does not sponsor,
endorse, or promote VAW, VNQ, VUG, VEA and VWO and makes no
representation regarding the advisability of investing in VAW, VNQ,
VUG, VEA and VWO. Vanguard has not licensed or authorized ISE to (i)
engage in the creation, listing, provision of a market for trading,
marketing, and promotion of options on VAW, VNQ, VUG, VEA and VWO or
(ii) to use and refer to any of their trademarks or service marks in
connection with the listing, provision of a market for trading,
marketing, and promotion of options on VAW, VNQ, VUG, VEA and VWO or
with making disclosures concerning options on VAW, VNQ, VUG, VEA and
VWO under any applicable federal or state laws, rules or
regulations. Vanguard does not sponsor, endorse, or promote such
activity by ISE, and is not affiliated in any manner with ISE.
\9\ The Regional Bank HOLDRSSM Trust (``RKH'') issues
Depositary Receipts called Regional bank HOLDRSSM
representing undivided beneficial ownership in the U.S.-traded
common stock of a group of specified companies that, among other
things, are involved in various segments of the regional banking
industry. ``HOLDRS'' and ``HOLding Company Depositary ReceiptS'' are
service marks of Merrill Lynch & Co., Inc. (``Merrill Lynch''). All
other trademarks and service marks are the property of their
respective owners. Merrill Lynch has not licensed or authorized ISE
to (i) engage in the creation, listing, provision of a market for
trading, marketing, and promotion of options on RKH or (ii) to use
and refer to any of their trademarks or service marks in connection
with the listing, provision of a market for trading, marketing, and
promotion of options on RKH or with making disclosures concerning
options on RKH under any applicable federal or state laws, rules or
regulations. Merrill Lynch does not sponsor, endorse, or promote
such activity by ISE, and is not affiliated in any manner with ISE.
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All of the applicable fees covered by this filing are identical to
fees charged by the Exchange for all other Premium Products.
Specifically, the Exchange is proposing to adopt an execution fee for
all transactions in options on IYF, KOL, KRE, DIG, SRS, SMN, VAW, VNQ,
VUG, VEA, VWO and RKH.\10\ The amount of the execution fee for products
covered by this filing shall be $0.18 per contract for all Public
Customer Orders \11\ and Firm Proprietary orders. The amount of the
execution fee for all ISE Market Maker transactions shall be equal to
the execution fee currently charged by the Exchange for ISE Market
Maker transactions in equity options.\12\ Finally, the amount of the
execution fee for all non-ISE Market Maker transactions shall be $0.45
per contract.\13\ Further, since options on IYF, KOL, KRE, DIG, SRS,
SMN, VAW, VNQ, VUG, VEA, VWO and RKH are multiply-listed, the
Exchange's Payment for Order Flow fee shall apply to all these
products. The
[[Page 50850]]
Exchange believes the proposed rule change will further the Exchange's
goal of introducing new products to the marketplace that are
competitively priced.
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\10\ These fees will be charged only to Exchange members. Under
a pilot program that is set to expire on July 31, 2009, these fees
will also be charged to Linkage Principal Orders (``Linkage P
Orders'') and Linkage Principal Acting as Agent Orders (``Linkage P/
A Orders''). The amount of the execution fee charged by the Exchange
for Linkage P Orders and Linkage P/A Orders is $0.24 per contract
side and $0.15 per contract side, respectively. See Securities
Exchange Act Release No. 58143 (July 11, 2008), 73 FR 41388 (July
18, 2008) (SR-ISE-2008-52).
\11\ Public Customer Order is defined in Exchange Rule
100(a)(39) as an order for the account of a Public Customer. Public
Customer is defined in Exchange Rule 100(a)(38) as a person or
entity that is not a broker or dealer in securities.
\12\ The Exchange applies a sliding scale, between $0.01 and
$0.18 per contract side, based on the number of contracts an ISE
market maker trades in a month.
\13\ The amount of the execution fee for non-ISE Market Maker
transactions executed in the Exchange's Facilitation and
Solicitation Mechanisms is $0.19 per contract.
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(b) Basis--The Exchange believes that the proposed rule change is
consistent with the objectives of section 6 of the Act,\14\ in general,
and furthers the objectives of section 6(b)(4),\15\ in particular, in
that it is designed to provide for the equitable allocation of
reasonable dues, fees and other charges among its members and other
persons using its facilities.
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\14\ 15 U.S.C. 78f.
\15\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not 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
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to section
19(b)(3) of the Act \16\ and Rule 19b-4(f)(2) \17\ thereunder. At any
time within 60 days of the filing of such 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 19b-4(f)(2).
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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-ISE-2008-65 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2008-65. 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 the filing will also be available for
inspection and copying at the principal office of the self-regulatory
organization. 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-ISE-
2008-65 and should be submitted on or before September 18, 2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Acting Secretary.
[FR Doc. E8-19985 Filed 8-27-08; 8:45 am]
BILLING CODE 8010-01-P