Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Fee Changes, 60740-60742 [E8-24237]
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Federal Register / Vol. 73, No. 199 / Tuesday, October 14, 2008 / Notices
available for inspection and copying in
the Commission’s Public Reference
Room, on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of the filing also will be available for
inspection and copying at the principal
office of FINRA. 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–FINRA–
2008–005 and should be submitted on
or before November 4, 2008.
V. Discussion and Findings
After careful review, the Commission
finds that the proposed rule change, as
amended, is consistent with the
requirements of the Act, and the rules
and regulations thereunder that are
applicable to a national securities
association.20 In particular, the
Commission finds that the proposed
rule change, as amended, is consistent
with the provisions of Section 15A(b)(6)
of the Act, which provides that the rules
of a national securities association
should be designed ‘‘in general, to
protect investors and the public
interest[.]’’ The Commission concludes
that the proposed rule change would
strictly limit the circumstances under
which a party would be permitted to
submit documents to arbitrators in
closed cases, add transparency to the
process for considering such requests
and support a fair arbitration process.
The Commission finds that it is in the
public interest to approve the proposed
rule change as soon as possible to
expedite its implementation.
Accordingly, the Commission believes
good cause exists, consistent with
Sections 6(b)(5) and 19(b)(2) of the Act
to approve on an accelerated basis the
proposed rule change as modified by
Amendment No. 1.
VI. Conclusion
jlentini on PROD1PC65 with NOTICES
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,21 that the
proposed rule change (SR–FINRA–
2008–005), as modified by Amendment
No. 1 thereto, be, and hereby is,
approved on an accelerated basis.
20 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition and capital formation. See
15 U.S.C. 78c(f).
21 15 U.S.C. 78s(b)(2).
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–24241 Filed 10–10–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58744; File No. SR–ISE–
2008–76]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Relating to Fee Changes
October 7, 2008.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
3, 2008, the International Securities
Exchange, LLC (‘‘ISE’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested parties.
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 5 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
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.
22 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Premium Products is defined in the Schedule of
Fees as the products enumerated therein.
1 15
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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
Dow Jones U.S. Oil Equipment &
Services Index Fund (‘‘IEZ’’),4 the
Vanguard Information Technology ETF
(‘‘VGT’’),5 the Vanguard Mid-Cap ETF
(‘‘VO’’),6 the SPDR S&P Biotech ETF
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. Oil Equipment & Services Index’’
are trademarks and 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 iShares Dow Jones
U.S. Oil Equipment & Services Index Fund (‘‘IEZ’’)
is not sponsored, endorsed, 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 IEZ 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
IEZ or with making disclosures concerning options
on IEZ 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 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
Information Technology ETF (‘‘VGT’’) tracks the
Morgan Stanley Capital International (MSCI) U.S.
Investable Market Information Technology Index.
MSCI does not sponsor, endorse, or promote VGT
and makes no representation regarding the
advisability of investing in VGT. Vanguard and
MSCI 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
VGT 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 VGT or with making
disclosures concerning options on VGT under any
applicable federal or state laws, rules or regulations.
Vanguard and MSCI do not sponsor, endorse, or
promote such activity by ISE, and are not affiliated
in any manner with ISE.
6 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
Mid-Cap ETF (‘‘VO’’) tracks the Morgan Stanley
Capital International (MSCI) U.S. Mid Cap 450
Index. MSCI does not sponsor, endorse, or promote
VO and makes no representation regarding the
advisability of investing in VO. Vanguard and MSCI
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 VO
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 VO or with making
disclosures concerning options on VO under any
applicable federal or state laws, rules or regulations.
Vanguard and MSCI do not sponsor, endorse, or
promote such activity by ISE, and are not affiliated
in any manner with ISE.
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Federal Register / Vol. 73, No. 199 / Tuesday, October 14, 2008 / Notices
(‘‘XBI’’),7 and the SPDR S&P Oil & Gas
Equipment & Services ETF (‘‘XES’’).8
The Exchange represents that IEZ, VGT,
VO, XBI and XES are eligible for options
trading because they constitute
‘‘Exchange-Traded Fund Shares,’’ 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 IEZ, VGT,
VO, XBI and XES.9 The amount of the
execution fee for products covered by
this filing shall be $0.18 per contract for
all Public Customer Orders 10 and Firm
jlentini on PROD1PC65 with NOTICES
7 ‘‘Standard
Poor’s,’’
‘‘S&P,’’
500,’’
&
‘‘S&P
‘‘Standard & Poor’s 500,’’ ‘‘Standard & Poor’s
Depositary Receipts,’’ ‘‘SPDR,’’ and ‘‘the S&P
Biotechnology Select Industry Index’’ are
trademarks of The McGraw-Hill Companies, Inc.
(‘‘McGraw-Hill’’), and have been licensed for use by
State Street Bank and Trust (‘‘State Street’’) in
connection with the listing and trading of SPDR
S&P Biotech ETF (‘‘XBI’’). State Street and Standard
& Poor’s (‘‘S&P’’), a division of McGraw-Hill, do not
sponsor, endorse or promote XBI and make no
representation regarding the advisability of
investing in XME. State Street, McGraw-Hill and
S&P 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
XBI 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 XBI or with making
disclosures concerning options on XBI under any
applicable federal or state laws, rules or regulations.
State Street, McGraw-Hill and S&P do not sponsor,
endorse, or promote such activity by ISE and are
not affiliated in any manner with ISE.
8 ‘‘Standard & Poor’s,’’ ‘‘S&P,’’ ‘‘S&P 500,’’
‘‘Standard & Poor’s 500,’’ ‘‘Standard & Poor’s
Depositary Receipts,’’ ‘‘SPDR,’’ and ‘‘the S&P
Oil & Gas Equipment & Services Select Industry
Index’’ are trademarks of The McGraw-Hill
Companies, Inc. (‘‘McGraw-Hill’’), and have been
licensed for use by State Street Bank and Trust
(‘‘State Street’’) in connection with the listing and
trading of SPDR S&P Oil & Gas Equipment &
Services ETF (‘‘XES’’). State Street and Standard &
Poor’s (‘‘S&P’’), a division of McGraw-Hill, do not
sponsor, endorse or promote XES make no
representation regarding the advisability of
investing in XES. State Street, McGraw-Hill and
S&P 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
XES 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 XES or with making
disclosures concerning options on XES under any
applicable federal or state laws, rules or regulations.
State Street, McGraw-Hill and S&P do not sponsor,
endorse, or promote such activity by ISE and are
not affiliated in any manner with ISE.
9 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).
10 Public Customer Order is defined in Exchange
Rule 100(a)(39) as an order for the account of a
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15:37 Oct 10, 2008
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Proprietary orders.11 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 IEZ, VGT, VO, XBI and XES
are multiply-listed, the Exchange’s
Payment for Order Flow fee shall apply
to all these products. The Exchange
believes the proposed rule change will
further the Exchange’s goal of
introducing new products to the
marketplace that are competitively
priced.
Further, as a matter of housekeeping,
the Exchange proposes to remove IXX
from the list of Premium Products on its
Schedule of fees.14 The Exchange also
proposes to remove IXX and IXK 15 from
the Payment for Order Flow fee line
item on its Schedule of Fees.
Additionally, the Exchange recently
adopted a sliding scale-based fee credit
applicable to the Exchange’s Electronic
Access Members (SR–ISE–2008–71).
The Exchange proposes to make a
clarifying change to the rule text
applicable to the sliding scale.
Specifically, the Exchange proposes to
add the word ‘‘Thereafter,’’ at the
beginning of the last bullet under the
Firm Proprietary fee line item to clarify,
as it was stated in the purpose section
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.
11 The execution fee for firm proprietary orders is
$0.20 per contract, effective October 1, 2008. See
Securities Exchange Act Release No. 34–58671 [sic]
(September 29, 2008), 73 FR 57722 (October 3,
2008) (SR–ISE–2008–71).
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.
14 This Premium Product was recently delisted
and no longer trades on the Exchange. Thus, the
Exchange proposes to remove it from its fee
schedule. ISE filed SR–ISE–2008–75 on September
25, 2008 to, in part, delete IXX from its Schedule
of Fees. However, in that filing the Exchange
inadvertently failed to mark IXX as deleted text on
its Schedule of Fees. ISE subsequently withdrew
SR–ISE–2008–75 and is submitting the instant filing
with the corrected rule text to replace that filing.
The other fees covered by that filing, which took
effect on September 25, remain unchanged.
15 The Exchange had previously filed to remove
IXK from its Schedule of Fees when this product
ceased trading on the Exchange. See Securities
Exchange Act Release No. 57831 (May 16, 2008), 73
FR 30176 (May 23, 2008) (SR–ISE–2008–39). The
Exchange inadvertently failed to remove IXK from
the Payment for Order Flow fee line item in that
filing and thus, proposes to do so with the instant
filing.
PO 00000
Frm 00070
Fmt 4703
Sfmt 4703
60741
of that filing, that the credit available to
member firms under this bullet applies
once member firms have achieved the
criteria under the first three bullets.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6(b) of the
Act,16 in general, and furthers the
objectives of Section 6(b)(4),17 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)(A)
of the Act 18 and subparagraph (f)(2) of
Rule 19b–4 19 thereunder. 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
16 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
18 15 U.S.C. 78s(b)(3)(A).
19 17 CFR 240.19b–4(f)(2).
17 15
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60742
Federal Register / Vol. 73, No. 199 / Tuesday, October 14, 2008 / Notices
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–ISE–2008–76 on the subject
line.
Paper Comments
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58743; File No. SR–NYSE–
2008–102]
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street, NE.,
Washington DC 20549–1090.
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by New York
Stock Exchange LLC Amending Rule
48 To Permit the Exchange To Declare
All submissions should refer to File
an Extreme Market Volatility Condition
Number SR–ISE–2008–76. This file
and Suspend Certain NYSE
number should be included on the
Requirements Relating to the Closing
subject line if e-mail is used. To help the of Securities at the Exchange
Commission process and review your
October 7, 2008.
comments more efficiently, please use
only one method. The Commission will
Pursuant to Section 19(b)(1) 1 of the
post all comments on the Commission’s Securities Exchange Act of 1934 (the
Internet Web site (https://www.sec.gov/
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
rules/sro.shtml). Copies of the
notice is hereby given that, on October
submission, all subsequent
2, 2008, New York Stock Exchange LLC
amendments, all written statements
(‘‘NYSE’’ or the ‘‘Exchange’’) filed with
with respect to the proposed rule
the Securities and Exchange
change that are filed with the
Commission (the ‘‘Commission’’) the
Commission, and all written
proposed rule change as described in
communications relating to the
Items I and II below, which Items have
proposed rule change between the
been prepared by the self-regulatory
Commission and any person, other than organization. The Commission is
those that may be withheld from the
publishing this notice to solicit
public in accordance with the
comments on the proposed rule change
provisions of 5 U.S.C. 552, will be
from interested persons.
available for inspection and copying in
I. Self-Regulatory Organization’s
the Commission’s Public Reference
Statement of the Terms of Substance of
Room, 100 F Street, NE., Washington,
the Proposed Rule Change
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
The Exchange proposes to amend
Copies of such filing also will be
Rule 48 to permit the Exchange to
available for inspection and copying at
declare an extreme market volatility
the principal office of the Exchange. All condition and suspend certain NYSE
comments received will be posted
requirements relating to the closing of
without change; the Commission does
securities at the Exchange. The text of
not edit personal identifying
the proposed rule change is available at
information from submissions. You
NYSE, www.nyse.com, and the
should submit only information that
Commission’s Public Reference Room.
you wish to make available publicly. All
submissions should refer to File No. SR- II. Self-Regulatory Organization’s
Statement of the Purpose of, and
ISE–2008–76 and should be submitted
Statutory Basis for, the Proposed Rule
on or before November 4, 2008.
Change
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–24237 Filed 10–10–08; 8:45 am]
jlentini on PROD1PC65 with NOTICES
BILLING CODE 8011–01–P
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.
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
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
NYSE Rule 48 to provide the Exchange
with the ability to suspend certain
requirements at the closing when
extremely high market volatility could
negatively affect the ability to ensure a
fair and orderly close.
Based on what the markets have
experienced in the past month, and in
particular, at the close on September 29,
2008, the Exchange believes that in
addition to the open, an extreme market
volatility condition can also impact the
close at the Exchange. In particular, the
Exchange believes that in an extreme
market volatility condition at the close,
the Exchange should be able to permit
orders to be entered after 4 p.m. for the
purpose of offsetting an imbalance that
may exist as of that time and to cancel
or reduce a market-on-close or limit-onclose order that is a legitimate error and
would cause significant price
dislocation at the close.
NYSE Rule 48 Background
The Exchange adopted NYSE Rule 48
on December 5, 2007 in order to provide
the Exchange with the ability to
suspend the requirement to disseminate
price indications and obtain Floor
Official approval prior to the opening
when extremely high market volatility
could negatively impact the operation of
the market by causing Floor-wide delays
in the opening of securities on the
Exchange.4
Under NYSE Rule 48, in the event of
extremely high market volatility that
would have a Floor-wide impact on the
ability of specialists to arrange for the
timely opening of trading at the
Exchange under the normal rules, a
qualified Exchange officer may declare
an extreme market volatility condition.
For purposes of the rule, a ‘‘qualified
Exchange officer’’ means the Chief
Executive Officer of NYSE Euronext,
Inc. or his or her designee, or the Chief
Executive Officer of NYSE Regulation,
Inc., or his or her designee. While either
may declare the extreme market
volatility condition, each must make a
reasonable effort to consult with the
other prior to taking such action.
NYSE Rule 48 is intended to be
invoked only in those situations where
the potential for extreme market
volatility would likely impair Floorwide operations at the Exchange by
1 15
2 15
20 17
CFR 200.30–3(a)(12).
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4 See SEC Release No. 34–56920 (Dec. 6, 2007)
(SR–NYSE–2007–111).
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Agencies
[Federal Register Volume 73, Number 199 (Tuesday, October 14, 2008)]
[Notices]
[Pages 60740-60742]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-24237]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-58744; File No. SR-ISE-2008-76]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change Relating to Fee Changes
October 7, 2008.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on October 3, 2008, the International Securities Exchange, LLC (``ISE''
or ``Exchange'') filed with the Securities and Exchange Commission
(``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 parties.
---------------------------------------------------------------------------
\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 5 Premium Products.\3\ The text of
the proposed rule change is available at the Exchange.
---------------------------------------------------------------------------
\3\ Premium Products 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 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 Dow Jones
U.S. Oil Equipment & Services Index Fund (``IEZ''),\4\ the
Vanguard[supreg] Information Technology ETF (``VGT''),\5\ the
Vanguard[supreg] Mid-Cap ETF (``VO''),\6\ the SPDR[supreg] S&P Biotech
ETF
[[Page 60741]]
(``XBI''),\7\ and the SPDR[supreg] S&P Oil & Gas Equipment & Services
ETF (``XES'').\8\ The Exchange represents that IEZ, VGT, VO, XBI and
XES are eligible for options trading because they constitute
``Exchange-Traded Fund Shares,'' as defined by ISE Rule 502(h).
---------------------------------------------------------------------------
\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. Oil Equipment &
Services Index'' are trademarks and 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 iShares Dow Jones U.S.
Oil Equipment & Services Index Fund (``IEZ'') is not sponsored,
endorsed, 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 IEZ 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 IEZ or
with making disclosures concerning options on IEZ 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\ 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]
Information Technology ETF (``VGT'') tracks the Morgan Stanley
Capital International[supreg] (MSCI[supreg]) U.S. Investable Market
Information Technology Index. MSCI does not sponsor, endorse, or
promote VGT and makes no representation regarding the advisability
of investing in VGT. Vanguard and MSCI 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 VGT 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 VGT or with making
disclosures concerning options on VGT under any applicable federal
or state laws, rules or regulations. Vanguard and MSCI do not
sponsor, endorse, or promote such activity by ISE, and are not
affiliated in any manner with ISE.
\6\ 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]
Mid-Cap ETF (``VO'') tracks the Morgan Stanley Capital
International[supreg] (MSCI[supreg]) U.S. Mid Cap 450 Index. MSCI
does not sponsor, endorse, or promote VO and makes no representation
regarding the advisability of investing in VO. Vanguard and MSCI
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 VO 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 VO or
with making disclosures concerning options on VO under any
applicable federal or state laws, rules or regulations. Vanguard and
MSCI do not sponsor, endorse, or promote such activity by ISE, and
are not affiliated in any manner with ISE.
\7\ ``Standard & Poor's[supreg],'' ``S&P[supreg],'' ``S&P
500[supreg],'' ``Standard & Poor's 500[supreg],'' ``Standard &
Poor's Depositary Receipts[supreg],'' ``SPDR[supreg],'' and ``the
S&P[supreg] Biotechnology Select Industry Index'' are trademarks of
The McGraw-Hill Companies, Inc. (``McGraw-Hill''), and have been
licensed for use by State Street Bank and Trust (``State Street'')
in connection with the listing and trading of SPDR[supreg] S&P
Biotech ETF (``XBI''). State Street and Standard & Poor's (``S&P''),
a division of McGraw-Hill, do not sponsor, endorse or promote XBI
and make no representation regarding the advisability of investing
in XME. State Street, McGraw-Hill and S&P 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 XBI 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 XBI or with making
disclosures concerning options on XBI under any applicable federal
or state laws, rules or regulations. State Street, McGraw-Hill and
S&P do not sponsor, endorse, or promote such activity by ISE and are
not affiliated in any manner with ISE.
\8\ ``Standard & Poor's[supreg],'' ``S&P[supreg],'' ``S&P
500[supreg],'' ``Standard & Poor's 500[supreg],'' ``Standard &
Poor's Depositary Receipts[supreg],'' ``SPDR[supreg],'' and ``the
S&P[supreg] Oil & Gas Equipment & Services Select Industry Index''
are trademarks of The McGraw-Hill Companies, Inc. (``McGraw-Hill''),
and have been licensed for use by State Street Bank and Trust
(``State Street'') in connection with the listing and trading of
SPDR[supreg] S&P Oil & Gas Equipment & Services ETF (``XES''). State
Street and Standard & Poor's (``S&P''), a division of McGraw-Hill,
do not sponsor, endorse or promote XES make no representation
regarding the advisability of investing in XES. State Street,
McGraw-Hill and S&P 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 XES 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 XES or with making disclosures concerning options on
XES under any applicable federal or state laws, rules or
regulations. State Street, McGraw-Hill and S&P do not sponsor,
endorse, or promote such activity by ISE and are 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 IEZ, VGT, VO, XBI and XES.\9\ The amount
of the execution fee for products covered by this filing shall be $0.18
per contract for all Public Customer Orders \10\ and Firm Proprietary
orders.\11\ 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
IEZ, VGT, VO, XBI and XES are multiply-listed, the Exchange's Payment
for Order Flow fee shall apply to all these products. The 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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\9\ 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).
\10\ 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.
\11\ The execution fee for firm proprietary orders is $0.20 per
contract, effective October 1, 2008. See Securities Exchange Act
Release No. 34-58671 [sic] (September 29, 2008), 73 FR 57722
(October 3, 2008) (SR-ISE-2008-71).
\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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Further, as a matter of housekeeping, the Exchange proposes to
remove IXX from the list of Premium Products on its Schedule of
fees.\14\ The Exchange also proposes to remove IXX and IXK \15\ from
the Payment for Order Flow fee line item on its Schedule of Fees.
Additionally, the Exchange recently adopted a sliding scale-based fee
credit applicable to the Exchange's Electronic Access Members (SR-ISE-
2008-71). The Exchange proposes to make a clarifying change to the rule
text applicable to the sliding scale. Specifically, the Exchange
proposes to add the word ``Thereafter,'' at the beginning of the last
bullet under the Firm Proprietary fee line item to clarify, as it was
stated in the purpose section of that filing, that the credit available
to member firms under this bullet applies once member firms have
achieved the criteria under the first three bullets.
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\14\ This Premium Product was recently delisted and no longer
trades on the Exchange. Thus, the Exchange proposes to remove it
from its fee schedule. ISE filed SR-ISE-2008-75 on September 25,
2008 to, in part, delete IXX from its Schedule of Fees. However, in
that filing the Exchange inadvertently failed to mark IXX as deleted
text on its Schedule of Fees. ISE subsequently withdrew SR-ISE-2008-
75 and is submitting the instant filing with the corrected rule text
to replace that filing. The other fees covered by that filing, which
took effect on September 25, remain unchanged.
\15\ The Exchange had previously filed to remove IXK from its
Schedule of Fees when this product ceased trading on the Exchange.
See Securities Exchange Act Release No. 57831 (May 16, 2008), 73 FR
30176 (May 23, 2008) (SR-ISE-2008-39). The Exchange inadvertently
failed to remove IXK from the Payment for Order Flow fee line item
in that filing and thus, proposes to do so with the instant filing.
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6(b) of the Act,\16\ in general, and
furthers the objectives of Section 6(b)(4),\17\ 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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\16\ 15 U.S.C. 78f(b).
\17\ 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)(A) of the Act \18\ and subparagraph (f)(2) of Rule 19b-4 \19\
thereunder. 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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\18\ 15 U.S.C. 78s(b)(3)(A).
\19\ 17 CFR 240.19b-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
[[Page 60742]]
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-ISE-2008-76 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-2008-76. 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 No. SR-ISE-2008-76 and should be
submitted on or before November 4, 2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Acting Secretary.
[FR Doc. E8-24237 Filed 10-10-08; 8:45 am]
BILLING CODE 8011-01-P