Self-Regulatory Organizations; New York Stock Exchange LLC; Order Granting Approval of Proposed Rule Change Amending Rules Governing Membership in Order To Waive-In Members in Good Standing of the American Stock Exchange LLC as Members and Member Organizations of the Exchange, 59019-59021 [E8-23767]
Download as PDF
Federal Register / Vol. 73, No. 196 / Wednesday, October 8, 2008 / Notices
30-day operative delay is consistent
with the protection of investors and the
public interest because the proposal is
designed to extend the operation of the
existing Reserve Order pilot without
interruption. Extending the Reserve
Order pilot would continue to enable
off-Floor market participants to compete
through their ability to maintain nondisplayed liquidity on the Exchange’s
Display Book system. Accordingly, the
Commission designates the proposed
rule change effective and operative
upon filing with the Commission.13
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:
jlentini on PROD1PC65 with NOTICES
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–2008–92 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–NYSE–2008–92. 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
13 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition
and capital formation. See 15 U.S.C. 78c(f).
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18:10 Oct 07, 2008
Jkt 217001
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 publicly available. All
submissions should refer to File
Number SR–NYSE–2008–92 and should
be submitted on or before October 29,
2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–23756 Filed 10–7–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58706; File No. SR–NYSE–
2008–70]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Granting Approval of Proposed Rule
Change Amending Rules Governing
Membership in Order To Waive-In
Members in Good Standing of the
American Stock Exchange LLC as
Members and Member Organizations
of the Exchange
October 1, 2008.
I. Introduction
On July 30, 2008, the New York Stock
Exchange LLC (‘‘NYSE’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b-4 thereunder,2 a proposed rule
change amending its rules governing
membership in order to permit members
in good standing of the American Stock
Exchange LLC (‘‘Amex’’) to waive-in to
NYSE after the acquisition of Amex by
NYSE Euronext. The proposed rule
change was published for comment in
the Federal Register on August 11,
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(l).
2 17 CFR 240.19b–4.
1 15
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Frm 00096
Fmt 4703
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59019
2008.3 The Commission received no
comments on the proposal. This order
approves the proposed rule change.
II. Description of the Proposal
As described in a separate proposed
rule change,4 on January 17, 2008, the
Amex Membership Corporation and
NYSE Euronext entered into an
Agreement and Plan of Merger whereby,
through a series of mergers (‘‘Mergers’’),
NYSE Euronext will acquire Amex, and,
as a result of these mergers, Amex will
become a wholly-owned subsidiary of
NYSE Group and be renamed NYSE
Alternext US LLC. Immediately
following the closing of the Mergers,
those persons and entities who were
authorized to trade on Amex before the
closing of the Mergers will be deemed
to have satisfied applicable qualification
requirements necessary to trade on
NYSE Alternext and will be issued
trading permits (referred to as ‘‘86
Trinity Permits’’) which will allow them
to continue to trade on NYSE
Alternext’s systems and facilities at 86
Trinity Place, New York, New York (‘‘86
Trinity Trading Systems’’).
Subsequently, NYSE Euronext intends
to relocate all equities trading
previously conducted on the 86 Trinity
Trading Systems to 11 Wall Street, New
York, New York (the ‘‘Equities
Relocation’’).5 The NYSE Alternext
trading systems at 11 Wall Street will be
operated by NYSE on behalf of NYSE
Alternext. NYSE Alternext will also
adopt a version of NYSE’s rules for
trading equities on NYSE Alternext after
the Equities Relocation.6 Holders of the
86 Trinity Permits will be able to apply
for an NYSE Alternext equities trading
3 See Securities Exchange Act Release No. 58290
(August 1, 2008), 73 FR 46676 (August 11, 2008)
(SR–NYSE–2008–70).
4 See Securities Exchange Act Release No. 58284
(August 1, 2008), 73 FR 46086 (August 7, 2008)
(SR–Amex–2008–62) (‘‘Acquisition Proposal’’).
5 Subsequently, NYSE Alternext will also relocate
all options trading conducted on the 86 Trinity
Trading Systems to 11 Wall Street and utilize a
trading system based on the options trading system
used by NYSE Arca, Inc. (‘‘Options Relocation,’’
and, together with the Equities Relocation, the
‘‘Relocations’’).
6 See Securities Exchange Act Release No. 58265
(July 30, 2008), 73 FR 46075 (August 7, 2008) (SR–
Amex–2008–63) (‘‘NYSE Alternext Equities filing’’).
In the NYSE Alternext Equities filing, NYSE
Alternext also proposed to adopt rules governing
member organizations that are closely modeled
existing NYSE Rules. After the closing of the
Mergers, there may be NYSE Alternext members or
member organizations holding an 86 Trinity Permit
that do not immediately qualify for membership
under the new NYSE Alternext membership rules.
Amex has proposed that any such member would
automatically retain its membership and have a sixmonth grace period to meet the new membership
requirements. The grace period would commence
from the date the member receives an NYSE
Alternext equities trading permit in exchange for a
valid 86 Trinity Permit.
E:\FR\FM\08OCN1.SGM
08OCN1
59020
Federal Register / Vol. 73, No. 196 / Wednesday, October 8, 2008 / Notices
jlentini on PROD1PC65 with NOTICES
license or options trading permit upon
the Equities or Options Relocation, as
applicable. After the Equities
Relocation, 86 Trinity Permit holders
who apply to receive an NYSE Alternext
equities trading license will also receive
an NYSE Market trading license.
NYSE and NYSE Alternext Membership
Rules and Proposed Changes
NYSE Rule 2 defines the terms
‘‘member’’ and ‘‘member organization.’’
Under NYSE Rule 2(b), a ‘‘member
organization’’ means a registered broker
or dealer (unless exempt pursuant to the
Act) that is also a member of the
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) and has been
approved by the Exchange to designate
an associated natural person to effect
transactions on the floor of the
Exchange. The term also includes any
natural person so registered and
approved and who directly effects
transactions on the floor of the
Exchange. NYSE Rule 2(a) provides that
a ‘‘member’’ includes any person
associated with and designated by a
member organization to effect
transactions on the floor of the
Exchange.
NYSE Rule 300 requires members and
member organizations to have a trading
license in order to effect transactions on
the floor of the Exchange or through any
facility thereof. Only a qualified and
approved NYSE member organization
may acquire and hold a trading license.
An NYSE member organization that
holds a trading license may designate an
NYSE member to effect transactions on
its behalf on the floor of the Exchange.
The Exchange proposes to add
supplementary material to NYSE Rule 2
to provide that an NYSE Alternext
member organization is deemed
qualified and approved as an NYSE
member organization and thus eligible
to hold an NYSE trading license. The
Exchange further proposes that
Exchange membership would be
automatic for any NYSE Alternext
member organization, and that such
NYSE Alternext member organization
would be exempt from the Exchange’s
new member organization application
fee. In addition, the Exchange proposes
that any natural person associated with
an NYSE Alternext member
organization, who has been approved by
NYSE Alternext as a member and
designated by an NYSE Alternext
member organization to effect
transactions on the floor of NYSE
Alternext, would be deemed approved
as an NYSE member.
As proposed, NYSE Alternext
members and member organizations and
that seek an NYSE Alternext equities
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18:10 Oct 07, 2008
Jkt 217001
trading license would be automatically
waived in as members and member
organizations of NYSE. NYSE Alternext
will have the same standards for
membership as NYSE; therefore, if
NYSE Alternext determines that an
applicant is qualified to be an NYSE
Alternext member organization, NYSE
will accept NYSE Alternext’s
determination as conclusive evidence
that the applicant is eligible for NYSE
membership. NYSE Alternext will
certify to the Exchange that each such
transferring member met Amex’s
minimum membership standards at the
time that it was approved for
membership and that nothing has come
to the attention of NYSE Alternext that
would disqualify that member. If that
member’s 86 Trinity Permit were
revoked for any reason, it would not be
deemed eligible to be approved as an
NYSE member organization.
Some NYSE Alternext members that
waive into NYSE might not be fully
compliant with all NYSE membership
requirements at the time of the waivein.7 NYSE has proposed to provide any
such member with a six-month grace
period in which to meet the
requirements of Exchange rules
governing membership. Such grace
period would begin to run from the date
that the NYSE Alternext member
organization transfers its equities
operations to the NYSE Alternext
trading systems at 11 Wall Street. If the
member organization fails to meet all
NYSE membership requirements by the
close of the grace period, NYSE would
revoke its approval to trade. NYSE
would also reserve the right to
commence proceedings to terminate that
member organization.
In addition, the Exchange proposes to
provide a temporary exemption from the
NYSE Rule 2 requirement that each
member organization be a FINRA
member. This exemption would apply
to any NYSE Alternext member
organization that: (1) Holds a valid 86
Trinity Permit as of the date that the
7 The Exchange has noted that the current Amex
rules governing membership are substantially
similar to Exchange rules governing membership.
However, there are some small variations in the
membership requirements. For example, NYSE
requires a member organization to submit an
opinion of counsel that a member corporation’s
stock is validly issued and outstanding and that the
restrictions and provisions required by the
Exchange on the transfer, issuance, conversion, and
redemption of its stock have been made legally
effective. Amex does not have such a requirement.
See NYSE Rule 313.20. Accordingly, if an NYSE
Alternext member organization has not previously
provided such an opinion of counsel to Amex, it
must be provided to NYSE Alternext within six
months of the member organization transferring its
equities operations to the NYSE Alternext Trading
Systems pursuant to a valid 86 Trinity Permit.
PO 00000
Frm 00097
Fmt 4703
Sfmt 4703
NYSE Alternext member organization
transfers its equities operations to NYSE
Alternext trading systems at 11 Wall
Street; (2) is not currently a FINRA
member; and (3) is eligible for FINRA’s
waive-in membership process.8 The
Exchange proposes a 60-day grace
period for any such NYSE Alternext
member organization to apply for and be
approved as a FINRA member. Such
grace period would run from the date
that the NYSE Alternext member
organization transfers its equities
operation to NYSE Alternext trading
systems at 11 Wall Street.
Finally, the Exchange proposes to add
temporary Rule 304A.90T to provide a
similar six-month grace period so that
an approved person of a member
organization, as opposed to the member
organization itself, may address any
changes that that approved person
would have to make in connection with
being associated with a member
organization. If an approved person who
has been designated to effect
transactions on the floor of the
Exchange fails to meet the relevant
requirements by the end of the grace
period, such approved person would
not be permitted to effect trades on the
floor until such requirements were met.
III. Discussion and Commission
Findings
The Commission has carefully
reviewed the proposed rule change and
finds that it is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
a national securities exchange.9 In
particular, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,10 which,
among other things, requires that the
rules of a national securities exchange
be designed to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in regulating
transactions in securities, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. The Commission also
finds that the proposed rule change is
consistent with Section 6(b)(8) of the
Act,11 which requires that the rules of
an exchange not impose any burden on
8 See Securities Exchange Act Release No. 58291
(August 1, 2008), 73 FR 46661 (August 11, 2008)
(SR–FINRA–2008–043).
9 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
10 15 U.S.C. 78f(b)(5).
11 15 U.S.C. 78f(b)(8).
E:\FR\FM\08OCN1.SGM
08OCN1
Federal Register / Vol. 73, No. 196 / Wednesday, October 8, 2008 / Notices
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act.
NYSE Alternext intends to adopt
membership rules that are nearly
identical to those of NYSE.12 Thus, if a
firm were to meet NYSE Alternext’s
membership rules, then it also will have
met NYSE’s rules. Moreover, the same
staff that administer NYSE membership
rules will also administer NYSE
Alternext membership rules. Therefore,
the Commission believes it is consistent
with the Act for NYSE to waive in NYSE
Alternext members that have been duly
admitted to NYSE Alternext
membership. Such action will eliminate
regulatory duplication without
undermining compliance with
applicable membership requirements.
Similarly, the Commission believes it is
consistent with the Act for NYSE to
waive the new member application fee
for NYSE Alternext members that waive
into NYSE.
Certain NYSE Alternext members that
will be waived in to NYSE do not
currently meet all of NYSE’s
membership requirements. In a separate
order, the Commission has approved
Amex’s proposal to give its existing
members a six-month grace period to
meet the new NYSE Alternext
membership requirements.13 In this
proposal, NYSE is offering such
members a similar six-month grace
period to meet the NYSE membership
requirements. The Commission believes
that this aspect of the proposal
reasonably balances the desire to allow
NYSE Alternext members to continue
their businesses and participate in the
Relocations with the need to ensure
compliance with applicable
membership requirements.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,14 that the
proposed rule change (SR–NYSE–2008–
70) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–23767 Filed 10–7–08; 8:45 am]
jlentini on PROD1PC65 with NOTICES
BILLING CODE 8011–01–P
12 See NYSE Alternext Equities filing, supra
note 6.
13 See Securities Exchange Act Release No. 58705
(October 1, 2008) (SR–Amex–2008–63).
14 15 U.S.C. 78s(b)(2).
15 17 CFR 200.30–3(a)(12).
VerDate Aug<31>2005
18:10 Oct 07, 2008
Jkt 217001
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58699; File No. SR–NYSE–
2008–94]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by New York
Stock Exchange LLC To Extend the
Moratorium on the Administration of
the Specialist Performance Evaluation
Questionnaire (‘‘SPEQ’’) Pursuant to
Exchange Rule 103A and the Use of
the SPEQ Pursuant to Rule 103B
(‘‘Moratorium’’) to the Earlier of
December 31, 2008 or the Approval of
SR–NYSE–2008–52, To Continue To
Suspend the Use of SuperDot
Turnaround for Orders Received and
Responses to Administrative
Messages as Objective Measures in
the Assessment of Specialist
Performance During the Moratorium
and That the SPEQ and Order Reports/
Administrative Responses Continue To
Be Removed From the Criteria Used To
Commence a Specialist Performance
Improvement Action
59021
earlier of December 31, 2008 or the
approval of SR–NYSE–2008–52. In
addition, the Exchange proposes to
continue to suspend the use of SuperDot
turnaround for orders received and
responses to administrative messages as
objective measures in the assessment of
specialist performance during the
Moratorium. The Exchange further
proposes that the SPEQ and Order
Reports/Administrative Responses
continue to be removed from the criteria
used to commence a specialist
performance improvement action during
the Moratorium.
The text of the proposed rule changes
is available on the Exchange’s Web site
(https://www.nyse.com), at the
Exchange’s Office of the Secretary, and
at the Commission’s Public Reference
Room.
October 1, 2008.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
September 30, 2008, 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 prepared
by the self-regulatory organization. The
Exchange has designated the proposed
rule change as ‘‘non-controversial’’
under Section 19(b)(3)(A)(iii) 4 of the
Act and Rule 19b–4(f)(6) thereunder,5
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.
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
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to extend the
moratorium on the administration of the
Specialist Performance Evaluation
Questionnaire (‘‘SPEQ’’) pursuant to
Exchange Rule 103A and the use of the
SPEQ pursuant to Rule 103B
(‘‘Moratorium’’), which was
implemented on June 8, 2007 to the
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
4 15 U.S.C. 78s(b)(3)(A)(iii).
5 17 CFR 240.19b–4(f)(6).
2 15
PO 00000
Frm 00098
Fmt 4703
Sfmt 4703
1. Purpose
The Exchange proposes to extend the
moratorium on the administration of the
Specialist Performance Evaluation
Questionnaire (‘‘SPEQ’’) pursuant to
Exchange Rule 103A and the use of the
SPEQ pursuant to Rule 103B
(‘‘Moratorium’’), which was
implemented on June 8, 2007,6 to the
earlier of December 31, 2008 or the
approval of SR–NYSE–2008–52.7
In addition, the Exchange proposes
that the use of SuperDot turnaround for
orders received and responses to
administrative messages continue to be
removed from the objective measures
6 See Securities Exchange Act Release Nos. 55852
(June 4, 2007), 72 FR 31868 (June 8, 2007) (NYSE–
2007–47) (‘‘Original Request’’); 57184 (January 22,
2008), 73 FR 5254 (January 29, 2008) (NYSE–2008–
02); 57591 (April 1, 2008), 73 FR 18838 (April 7,
2008) (NYSE–2008–21); and 58036 (June 26, 2008),
73 FR 38267 (July 3, 2008) (NYSE–2008–51).
7 See Securities Exchange Act Release No. 58363
(August 14, 2008), 73 FR 49514 (August 21, 2008)
(SR–NYSE–2008–52).
E:\FR\FM\08OCN1.SGM
08OCN1
Agencies
[Federal Register Volume 73, Number 196 (Wednesday, October 8, 2008)]
[Notices]
[Pages 59019-59021]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-23767]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-58706; File No. SR-NYSE-2008-70]
Self-Regulatory Organizations; New York Stock Exchange LLC; Order
Granting Approval of Proposed Rule Change Amending Rules Governing
Membership in Order To Waive-In Members in Good Standing of the
American Stock Exchange LLC as Members and Member Organizations of the
Exchange
October 1, 2008.
I. Introduction
On July 30, 2008, the New York Stock Exchange LLC (``NYSE'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change amending its rules governing membership in order
to permit members in good standing of the American Stock Exchange LLC
(``Amex'') to waive-in to NYSE after the acquisition of Amex by NYSE
Euronext. The proposed rule change was published for comment in the
Federal Register on August 11, 2008.\3\ The Commission received no
comments on the proposal. This order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(l).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 58290 (August 1,
2008), 73 FR 46676 (August 11, 2008) (SR-NYSE-2008-70).
---------------------------------------------------------------------------
II. Description of the Proposal
As described in a separate proposed rule change,\4\ on January 17,
2008, the Amex Membership Corporation and NYSE Euronext entered into an
Agreement and Plan of Merger whereby, through a series of mergers
(``Mergers''), NYSE Euronext will acquire Amex, and, as a result of
these mergers, Amex will become a wholly-owned subsidiary of NYSE Group
and be renamed NYSE Alternext US LLC. Immediately following the closing
of the Mergers, those persons and entities who were authorized to trade
on Amex before the closing of the Mergers will be deemed to have
satisfied applicable qualification requirements necessary to trade on
NYSE Alternext and will be issued trading permits (referred to as ``86
Trinity Permits'') which will allow them to continue to trade on NYSE
Alternext's systems and facilities at 86 Trinity Place, New York, New
York (``86 Trinity Trading Systems'').
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 58284 (August 1,
2008), 73 FR 46086 (August 7, 2008) (SR-Amex-2008-62) (``Acquisition
Proposal'').
---------------------------------------------------------------------------
Subsequently, NYSE Euronext intends to relocate all equities
trading previously conducted on the 86 Trinity Trading Systems to 11
Wall Street, New York, New York (the ``Equities Relocation'').\5\ The
NYSE Alternext trading systems at 11 Wall Street will be operated by
NYSE on behalf of NYSE Alternext. NYSE Alternext will also adopt a
version of NYSE's rules for trading equities on NYSE Alternext after
the Equities Relocation.\6\ Holders of the 86 Trinity Permits will be
able to apply for an NYSE Alternext equities trading
[[Page 59020]]
license or options trading permit upon the Equities or Options
Relocation, as applicable. After the Equities Relocation, 86 Trinity
Permit holders who apply to receive an NYSE Alternext equities trading
license will also receive an NYSE Market trading license.
---------------------------------------------------------------------------
\5\ Subsequently, NYSE Alternext will also relocate all options
trading conducted on the 86 Trinity Trading Systems to 11 Wall
Street and utilize a trading system based on the options trading
system used by NYSE Arca, Inc. (``Options Relocation,'' and,
together with the Equities Relocation, the ``Relocations'').
\6\ See Securities Exchange Act Release No. 58265 (July 30,
2008), 73 FR 46075 (August 7, 2008) (SR-Amex-2008-63) (``NYSE
Alternext Equities filing''). In the NYSE Alternext Equities filing,
NYSE Alternext also proposed to adopt rules governing member
organizations that are closely modeled existing NYSE Rules. After
the closing of the Mergers, there may be NYSE Alternext members or
member organizations holding an 86 Trinity Permit that do not
immediately qualify for membership under the new NYSE Alternext
membership rules. Amex has proposed that any such member would
automatically retain its membership and have a six-month grace
period to meet the new membership requirements. The grace period
would commence from the date the member receives an NYSE Alternext
equities trading permit in exchange for a valid 86 Trinity Permit.
---------------------------------------------------------------------------
NYSE and NYSE Alternext Membership Rules and Proposed Changes
NYSE Rule 2 defines the terms ``member'' and ``member
organization.'' Under NYSE Rule 2(b), a ``member organization'' means a
registered broker or dealer (unless exempt pursuant to the Act) that is
also a member of the Financial Industry Regulatory Authority, Inc.
(``FINRA'') and has been approved by the Exchange to designate an
associated natural person to effect transactions on the floor of the
Exchange. The term also includes any natural person so registered and
approved and who directly effects transactions on the floor of the
Exchange. NYSE Rule 2(a) provides that a ``member'' includes any person
associated with and designated by a member organization to effect
transactions on the floor of the Exchange.
NYSE Rule 300 requires members and member organizations to have a
trading license in order to effect transactions on the floor of the
Exchange or through any facility thereof. Only a qualified and approved
NYSE member organization may acquire and hold a trading license. An
NYSE member organization that holds a trading license may designate an
NYSE member to effect transactions on its behalf on the floor of the
Exchange.
The Exchange proposes to add supplementary material to NYSE Rule 2
to provide that an NYSE Alternext member organization is deemed
qualified and approved as an NYSE member organization and thus eligible
to hold an NYSE trading license. The Exchange further proposes that
Exchange membership would be automatic for any NYSE Alternext member
organization, and that such NYSE Alternext member organization would be
exempt from the Exchange's new member organization application fee. In
addition, the Exchange proposes that any natural person associated with
an NYSE Alternext member organization, who has been approved by NYSE
Alternext as a member and designated by an NYSE Alternext member
organization to effect transactions on the floor of NYSE Alternext,
would be deemed approved as an NYSE member.
As proposed, NYSE Alternext members and member organizations and
that seek an NYSE Alternext equities trading license would be
automatically waived in as members and member organizations of NYSE.
NYSE Alternext will have the same standards for membership as NYSE;
therefore, if NYSE Alternext determines that an applicant is qualified
to be an NYSE Alternext member organization, NYSE will accept NYSE
Alternext's determination as conclusive evidence that the applicant is
eligible for NYSE membership. NYSE Alternext will certify to the
Exchange that each such transferring member met Amex's minimum
membership standards at the time that it was approved for membership
and that nothing has come to the attention of NYSE Alternext that would
disqualify that member. If that member's 86 Trinity Permit were revoked
for any reason, it would not be deemed eligible to be approved as an
NYSE member organization.
Some NYSE Alternext members that waive into NYSE might not be fully
compliant with all NYSE membership requirements at the time of the
waive-in.\7\ NYSE has proposed to provide any such member with a six-
month grace period in which to meet the requirements of Exchange rules
governing membership. Such grace period would begin to run from the
date that the NYSE Alternext member organization transfers its equities
operations to the NYSE Alternext trading systems at 11 Wall Street. If
the member organization fails to meet all NYSE membership requirements
by the close of the grace period, NYSE would revoke its approval to
trade. NYSE would also reserve the right to commence proceedings to
terminate that member organization.
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\7\ The Exchange has noted that the current Amex rules governing
membership are substantially similar to Exchange rules governing
membership. However, there are some small variations in the
membership requirements. For example, NYSE requires a member
organization to submit an opinion of counsel that a member
corporation's stock is validly issued and outstanding and that the
restrictions and provisions required by the Exchange on the
transfer, issuance, conversion, and redemption of its stock have
been made legally effective. Amex does not have such a requirement.
See NYSE Rule 313.20. Accordingly, if an NYSE Alternext member
organization has not previously provided such an opinion of counsel
to Amex, it must be provided to NYSE Alternext within six months of
the member organization transferring its equities operations to the
NYSE Alternext Trading Systems pursuant to a valid 86 Trinity
Permit.
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In addition, the Exchange proposes to provide a temporary exemption
from the NYSE Rule 2 requirement that each member organization be a
FINRA member. This exemption would apply to any NYSE Alternext member
organization that: (1) Holds a valid 86 Trinity Permit as of the date
that the NYSE Alternext member organization transfers its equities
operations to NYSE Alternext trading systems at 11 Wall Street; (2) is
not currently a FINRA member; and (3) is eligible for FINRA's waive-in
membership process.\8\ The Exchange proposes a 60-day grace period for
any such NYSE Alternext member organization to apply for and be
approved as a FINRA member. Such grace period would run from the date
that the NYSE Alternext member organization transfers its equities
operation to NYSE Alternext trading systems at 11 Wall Street.
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\8\ See Securities Exchange Act Release No. 58291 (August 1,
2008), 73 FR 46661 (August 11, 2008) (SR-FINRA-2008-043).
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Finally, the Exchange proposes to add temporary Rule 304A.90T to
provide a similar six-month grace period so that an approved person of
a member organization, as opposed to the member organization itself,
may address any changes that that approved person would have to make in
connection with being associated with a member organization. If an
approved person who has been designated to effect transactions on the
floor of the Exchange fails to meet the relevant requirements by the
end of the grace period, such approved person would not be permitted to
effect trades on the floor until such requirements were met.
III. Discussion and Commission Findings
The Commission has carefully reviewed the proposed rule change and
finds that it is consistent with the requirements of the Act and the
rules and regulations thereunder applicable to a national securities
exchange.\9\ In particular, the Commission finds that the proposed rule
change is consistent with Section 6(b)(5) of the Act,\10\ which, among
other things, requires that the rules of a national securities exchange
be designed to promote just and equitable principles of trade, to
foster cooperation and coordination with persons engaged in regulating
transactions in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest. The
Commission also finds that the proposed rule change is consistent with
Section 6(b)(8) of the Act,\11\ which requires that the rules of an
exchange not impose any burden on
[[Page 59021]]
competition that is not necessary or appropriate in furtherance of the
purposes of the Act.
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\9\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\10\ 15 U.S.C. 78f(b)(5).
\11\ 15 U.S.C. 78f(b)(8).
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NYSE Alternext intends to adopt membership rules that are nearly
identical to those of NYSE.\12\ Thus, if a firm were to meet NYSE
Alternext's membership rules, then it also will have met NYSE's rules.
Moreover, the same staff that administer NYSE membership rules will
also administer NYSE Alternext membership rules. Therefore, the
Commission believes it is consistent with the Act for NYSE to waive in
NYSE Alternext members that have been duly admitted to NYSE Alternext
membership. Such action will eliminate regulatory duplication without
undermining compliance with applicable membership requirements.
Similarly, the Commission believes it is consistent with the Act for
NYSE to waive the new member application fee for NYSE Alternext members
that waive into NYSE.
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\12\ See NYSE Alternext Equities filing, supra note 6.
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Certain NYSE Alternext members that will be waived in to NYSE do
not currently meet all of NYSE's membership requirements. In a separate
order, the Commission has approved Amex's proposal to give its existing
members a six-month grace period to meet the new NYSE Alternext
membership requirements.\13\ In this proposal, NYSE is offering such
members a similar six-month grace period to meet the NYSE membership
requirements. The Commission believes that this aspect of the proposal
reasonably balances the desire to allow NYSE Alternext members to
continue their businesses and participate in the Relocations with the
need to ensure compliance with applicable membership requirements.
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\13\ See Securities Exchange Act Release No. 58705 (October 1,
2008) (SR-Amex-2008-63).
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IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\14\ that the proposed rule change (SR-NYSE-2008-70) be, and hereby
is, approved.
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\14\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Acting Secretary.
[FR Doc. E8-23767 Filed 10-7-08; 8:45 am]
BILLING CODE 8011-01-P