Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to Eliminate FINRA/NSX Trade Reporting Facility Securities Transaction Credit Program, 63531-63533 [E8-25374]
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Federal Register / Vol. 73, No. 207 / Friday, October 24, 2008 / Notices
Accordingly, the Commission
designates the proposal to be operative
upon filing with the Commission.19
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–BATS–2008–007 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–BATS–2008–007. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of the filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BATS–
2008–007 and should be submitted on
or before November 13, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E8–25388 Filed 10–23–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58804; File No. SR–FINRA–
2008–050]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change to Eliminate FINRA/NSX
Trade Reporting Facility Securities
Transaction Credit Program
October 17, 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
15, 2008, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) (f/k/a
National Association of Securities
Dealers, Inc. (‘‘NASD’’)) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III below, which Items have been
prepared by FINRA. FINRA has
designated the proposed rule change as
‘‘establishing or changing a due, fee or
other charge’’ under section 19(b)(3)(A)
of the Act 3 and Rule 19b–4(f)(2)
thereunder,4 which renders the proposal
effective upon receipt of this filing by
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
FINRA is proposing to delete FINRA
Rule 7610B (Securities Transaction
Credit) to eliminate the securities
transaction credit on market data
revenue earned by the FINRA/NSX
Trade Reporting Facility (the ‘‘FINRA/
NSX TRF’’).
Below is the text of the proposed rule
change. Proposed new language is in
italics; proposed deletions are in
brackets.5
*
*
*
*
*
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b 4(f)(2).
5 On September 25, 2008, the SEC approved
proposed rule change SR–FINRA–2008–021, in
1 15
19 For purposes only of waiving the 30-day
operative delay of this proposal, the Commission
has considered the proposed rule’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
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63531
7600B. CHARGES FOR FINRA/NSX
TRADE REPORTING FACILITY
SERVICES
7610B. [Securities Transaction Credit]
Reserved
[(a) FINRA members that trade
securities listed on the NYSE (‘‘Tape
A’’), Amex and regional exchanges
(‘‘Tape B’’), or Nasdaq (‘‘Tape C’’) in
over-the-counter transactions reported
to the FINRA/NSX Trade Reporting
Facility may receive from the FINRA/
NSX Trade Reporting Facility
transaction credits based on the
transactions attributed to them. A
transaction is attributed to a member if
the member is identified as the
executing party in a trade report
submitted to the FINRA/NSX Trade
Reporting Facility that the FINRA/NSX
Trade Reporting Facility submits to the
Consolidated Tape Association or the
Nasdaq Securities Information
Processor. A FINRA member may earn
credits from any of three pools
maintained by the FINRA/NSX Trade
Reporting Facility. The Tape A, Tape B,
and Tape C pools represent 75% of the
gross revenue paid by the Consolidated
Tape Association or the Nasdaq
Securities Information Processor with
respect to the FINRA/NSX Trade
Reporting Facility for Tape A, Tape B,
and Tape C transactions. Subject to
paragraph (b) below, a FINRA member
may earn credits from the pools
according to the pro rata share of
revenue attributable to over-the-counter
transactions reported to the FINRA/NSX
Trade Reporting Facility by the member
in Tape A, Tape B, and Tape C for each
calendar quarter. To the extent that
Tape A, Tape B or Tape C revenue is
subject to any adjustment, credits
provided may be adjusted accordingly.]
[(b) No FINRA member shall be
eligible to receive a securities
transaction credit under Rule 7610B(a)
for any calendar quarter in which the
which FINRA proposed, among other things, to
adopt NASD Rule 7001C (Securities Transaction
Credit) as FINRA Rule 7610B in the Consolidated
FINRA Rulebook. See Securities Exchange Act
Release No. 58643 (September 25, 2008), 73 FR
57174 (October 1, 2008) (Order Approving SR–
FINRA–2008–021; SR–FINRA–2008–022; SR–
FINRA–2008–026; SR–FINRA–2008–028 and SR–
FINRA–2008–029). FINRA will announce the
implementation date of SR–FINRA–2008–021 in a
Regulatory Notice.
This proposed rule change proposes amendments
to the underlying rule text of FINRA Rule 7610B as
adopted pursuant to SR–FINRA–2008–021. Upon
the filing of this proposed rule change, the
Consolidated FINRA Rulebook will be updated to
reflect the deletion of FINRA Rule 7610B. In
addition, because FINRA Rule 7610B has not yet
been implemented, FINRA’s Transitional Rulebook,
which includes NASD Rules and Incorporated
NYSE Rules, will be updated to reflect the deletion
of NASD Rule 7001C.
E:\FR\FM\24OCN1.SGM
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63532
Federal Register / Vol. 73, No. 207 / Friday, October 24, 2008 / Notices
total transaction credit payable to such
member is less than $250.]
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA 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. FINRA 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
jlentini on PROD1PC65 with NOTICES
1. Purpose
Background
The FINRA/NSX TRF provides FINRA
members with another mechanism for
reporting locked-in transactions in NMS
stocks, as defined in Rule 600(b)(47) of
SEC Regulation NMS, effected otherwise
than on an exchange. In connection
with the establishment of the FINRA/
NSX TRF, FINRA and National Stock
Exchange, Inc. (‘‘NSX’’) entered into a
Limited Liability Company Agreement
(the ‘‘FINRA/NSX TRF LLC
Agreement’’). Under the FINRA/NSX
TRF LLC Agreement, FINRA, the ‘‘SRO
Member,’’ has sole regulatory
responsibility for the FINRA/NSX TRF.
NSX, the ‘‘Business Member,’’ is
primarily responsible for the
management of the FINRA/NSX TRF’s
business affairs to the extent those
affairs are not inconsistent with the
regulatory and oversight functions of
FINRA. Additionally, the Business
Member is obligated to pay the cost of
regulation and is entitled to the profits
and losses, if any, derived from the
operation of the FINRA/NSX TRF.
Pursuant to FINRA Rule 7610B(a),
FINRA members reporting trades in
New York Stock Exchange (‘‘Tape A’’),
American Stock Exchange (now known
as NYSE Alternext US) and regional
exchanges (‘‘Tape B’’) and the Nasdaq
Exchange (‘‘Tape C’’) securities to the
FINRA/NSX TRF receive a 75% pro rata
credit on gross market data revenue
earned by the FINRA/NSX TRF. ‘‘Gross
revenue’’ is the revenue received by the
FINRA/NSX TRF from the three tape
associations after the tape associations
deduct allocated support costs and
unincorporated business costs. Under
FINRA Rule 7610B(b), a member is not
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16:48 Oct 23, 2008
Jkt 217001
eligible to receive a securities
transaction credit for any calendar
quarter in which such credit totals less
than $250.
Proposal To Eliminate Securities
Transaction Credit
FINRA is proposing to delete FINRA
Rule 7610B in its entirety to eliminate
the securities transaction credit program
for FINRA/NSX TRF participants. Thus,
FINRA members reporting trades in
Tape A, Tape B and Tape C stocks to the
FINRA/NSX TRF will receive no credit
on or percentage of gross market data
revenue earned by the FINRA/NSX TRF.
NSX, as the Business Member under the
FINRA/NSX TRF LLC Agreement, has
determined that the elimination of the
securities transaction credit is necessary
for competitive reasons and to increase
funds to cover the regulatory costs
associated with the FINRA/NSX TRF.
Securities transaction credits payable
to FINRA members for the fourth
quarter of 2008 will be calculated under
Rule 7610B(a) for the period beginning
October 1, 2008 and ending at the close
of business on October 17, 2008. The
$250 minimum threshold for the
securities transaction credit will not
apply for this period in order to
preclude any negative financial impact
to reporting members due to the short
calculation period in the fourth quarter
of 2008. Trades submitted to the FINRA/
NSX TRF on or after October 20, 2008,
the operative date of the proposed rule
change, will not be eligible for securities
transaction credits. NSX, as the
Business Member, will provide notice to
FINRA/NSX TRF participants respecting
this calculation. To the extent that the
Consolidated Tape Association or the
Nasdaq Securities Information Processor
subsequently adjusts any Tape A, Tape
B or Tape C revenue earned by the
FINRA/NSX TRF for any period(s)
during which the securities transaction
credit program was in effect, credits
paid to members reporting trades to the
FINRA/NSX TRF would be adjusted, as
necessary, in accordance with the rule
in effect during such period.
FINRA has filed the proposed rule
change for immediate effectiveness. The
operative date of the proposed rule
change will be October 20, 2008.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A of the Act,6 in general,
and with Section 15A(b)(5) of the Act,7
in particular, which requires, among
other things, that FINRA rules provide
6 15
7 15
PO 00000
U.S.C. 78o–3.
U.S.C. 78o–3(b)(5).
Frm 00108
Fmt 4703
for the equitable allocation of reasonable
dues, fees and other charges among
members and issuers and other persons
using any facility or system that FINRA
operates or controls. FINRA believes
that the proposed rule change provides
for the equitable allocation of reasonable
dues, fees and other charges among
members in that it will be applied
uniformly among members that
participate in the FINRA/NSX TRF.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in 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
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The proposed rule change has become
effective upon filing pursuant to section
19(b)(3)(A) of the Act 8 and paragraph
(f)(2) of Rule 19b–4 thereunder,9 in that
the proposed rule change is establishing
or changing a due, fee, or other charge
applicable only to a member, which
renders the proposed rule change
effective immediately upon filing. 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–FINRA–2008–050 on the
subject line.
8 15
9 17
Sfmt 4703
E:\FR\FM\24OCN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
24OCN1
Federal Register / Vol. 73, No. 207 / Friday, October 24, 2008 / Notices
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–FINRA–2008–050. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of such filing 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–
2008–050 and should be submitted on
or before November 14, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–25374 Filed 10–23–08; 8:45 am]
jlentini on PROD1PC65 with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58808; File No. SR–NSX–
2008–18]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Amend
NSX Fee Schedule To Increase the
Liquidity Taking Fee for Automatic
Execution Mode Transactions
October 17, 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
9, 2008, National Stock Exchange, Inc.
(‘‘NSX’’ or the ‘‘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 Exchange.
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 Exchange is proposing to amend
the NSX Fee and Rebate Schedule (the
‘‘Fee Schedule’’) in order to increase the
fee for taking liquidity in Automatic
Execution mode of order interaction for
those securities trading at one dollar or
more. The text of the proposed rule
change is available on the Exchange’s
Web site at https://www.nsx.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant parts of such
statements.
1 15
10 17
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
16:48 Oct 23, 2008
2 17
Jkt 217001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00109
Fmt 4703
Sfmt 4703
63533
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
With this rule change, the Exchange is
proposing to increase the liquidity
taking fee in the Automatic Execution
mode of order interaction (‘‘AutoEx
Mode’’).3 In particular, this rule change
proposes to increase the liquidity taking
fee in securities trading at or above one
dollar in AutoEx Mode from the current
fee of $0.0025 to $0.0028 per share
executed across all tapes where
Liquidity Adding Average Daily Volume
(‘‘Liquidity Adding ADV’’) equals or
exceeds 50,000 shares. As stated in
explanatory endnote 3 of the Fee
Schedule, ‘‘Liquidity Adding ADV’’
means, with respect to an ETP Holder,
the number of shares such ETP Holder
has executed as a liquidity provider on
average per trading day (excluding
partial trading days and securities under
one dollar) across all tapes on NSX for
the calendar month in which the
executions occurred. The instant rule
filing proposes no changes to the
liquidity taking fee for transactions in
AutoEx Mode where Liquidity Adding
ADV is less than 50,000 shares 4 or for
any securities under one dollar.5
The Exchange intends to make the
proposed fee structure effective on filing
of this proposed rule for trading on
October 9, 2008. Because the instant
rule filing is mid-month, Liquidity
Adding ADV will be calculated in the
month of October 2008, using two
calculation periods. For trades executed
prior to October 9, 2008, Liquidity
Adding ADV will be calculated based
on the average per trading day
(excluding partial trading days and
securities under one dollar) across all
tapes on NSX for the period beginning
October 1, 2008 and ending October 8,
2008, the period when the old Fee
Schedule (prior to effectiveness of the
instant modification) was in effect. For
trades executed on or after October 9,
2008, Liquidity Adding ADV will be
calculated based on the average per
trading day (excluding partial trading
days and securities under one dollar)
3 This rule change proposes no changes to the fees
and rebates applicable to securities executed in the
Order Deliver mode of order interaction (‘‘Order
Delivery Mode’’).
4 The liquidity taking fee in AutoEx Mode where
the Liquidity Adding ADV is less than 50,000
shares is $0.0030 per share executed across all
tapes.
5 The liquidity taking fee in AutoEx Mode for
securities under one dollar is 0.30% of the trade
value, where ‘‘trade value’’ means a dollar amount
equal to the price per share multiplied by the
number of shares executed.
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Agencies
[Federal Register Volume 73, Number 207 (Friday, October 24, 2008)]
[Notices]
[Pages 63531-63533]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-25374]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-58804; File No. SR-FINRA-2008-050]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing and Immediate Effectiveness of
Proposed Rule Change to Eliminate FINRA/NSX Trade Reporting Facility
Securities Transaction Credit Program
October 17, 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 15, 2008, Financial Industry Regulatory Authority, Inc.
(``FINRA'') (f/k/a National Association of Securities Dealers, Inc.
(``NASD'')) filed with the Securities and Exchange Commission (``SEC''
or ``Commission'') the proposed rule change as described in Items I,
II, and III below, which Items have been prepared by FINRA. FINRA has
designated the proposed rule change as ``establishing or changing a
due, fee or other charge'' under section 19(b)(3)(A) of the Act \3\ and
Rule 19b-4(f)(2) thereunder,\4\ which renders the proposal effective
upon receipt of this filing by the Commission. The Commission is
publishing this notice to solicit comments on the proposed rule change
from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b 4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
FINRA is proposing to delete FINRA Rule 7610B (Securities
Transaction Credit) to eliminate the securities transaction credit on
market data revenue earned by the FINRA/NSX Trade Reporting Facility
(the ``FINRA/NSX TRF'').
Below is the text of the proposed rule change. Proposed new
language is in italics; proposed deletions are in brackets.\5\
---------------------------------------------------------------------------
\5\ On September 25, 2008, the SEC approved proposed rule change
SR-FINRA-2008-021, in which FINRA proposed, among other things, to
adopt NASD Rule 7001C (Securities Transaction Credit) as FINRA Rule
7610B in the Consolidated FINRA Rulebook. See Securities Exchange
Act Release No. 58643 (September 25, 2008), 73 FR 57174 (October 1,
2008) (Order Approving SR-FINRA-2008-021; SR-FINRA-2008-022; SR-
FINRA-2008-026; SR-FINRA-2008-028 and SR-FINRA-2008-029). FINRA will
announce the implementation date of SR-FINRA-2008-021 in a
Regulatory Notice.
This proposed rule change proposes amendments to the underlying
rule text of FINRA Rule 7610B as adopted pursuant to SR-FINRA-2008-
021. Upon the filing of this proposed rule change, the Consolidated
FINRA Rulebook will be updated to reflect the deletion of FINRA Rule
7610B. In addition, because FINRA Rule 7610B has not yet been
implemented, FINRA's Transitional Rulebook, which includes NASD
Rules and Incorporated NYSE Rules, will be updated to reflect the
deletion of NASD Rule 7001C.
---------------------------------------------------------------------------
* * * * *
7600B. CHARGES FOR FINRA/NSX TRADE REPORTING FACILITY SERVICES
7610B. [Securities Transaction Credit] Reserved
[(a) FINRA members that trade securities listed on the NYSE (``Tape
A''), Amex and regional exchanges (``Tape B''), or Nasdaq (``Tape C'')
in over-the-counter transactions reported to the FINRA/NSX Trade
Reporting Facility may receive from the FINRA/NSX Trade Reporting
Facility transaction credits based on the transactions attributed to
them. A transaction is attributed to a member if the member is
identified as the executing party in a trade report submitted to the
FINRA/NSX Trade Reporting Facility that the FINRA/NSX Trade Reporting
Facility submits to the Consolidated Tape Association or the Nasdaq
Securities Information Processor. A FINRA member may earn credits from
any of three pools maintained by the FINRA/NSX Trade Reporting
Facility. The Tape A, Tape B, and Tape C pools represent 75% of the
gross revenue paid by the Consolidated Tape Association or the Nasdaq
Securities Information Processor with respect to the FINRA/NSX Trade
Reporting Facility for Tape A, Tape B, and Tape C transactions. Subject
to paragraph (b) below, a FINRA member may earn credits from the pools
according to the pro rata share of revenue attributable to over-the-
counter transactions reported to the FINRA/NSX Trade Reporting Facility
by the member in Tape A, Tape B, and Tape C for each calendar quarter.
To the extent that Tape A, Tape B or Tape C revenue is subject to any
adjustment, credits provided may be adjusted accordingly.]
[(b) No FINRA member shall be eligible to receive a securities
transaction credit under Rule 7610B(a) for any calendar quarter in
which the
[[Page 63532]]
total transaction credit payable to such member is less than $250.]
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, FINRA 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. FINRA 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
Background
The FINRA/NSX TRF provides FINRA members with another mechanism for
reporting locked-in transactions in NMS stocks, as defined in Rule
600(b)(47) of SEC Regulation NMS, effected otherwise than on an
exchange. In connection with the establishment of the FINRA/NSX TRF,
FINRA and National Stock Exchange, Inc. (``NSX'') entered into a
Limited Liability Company Agreement (the ``FINRA/NSX TRF LLC
Agreement''). Under the FINRA/NSX TRF LLC Agreement, FINRA, the ``SRO
Member,'' has sole regulatory responsibility for the FINRA/NSX TRF.
NSX, the ``Business Member,'' is primarily responsible for the
management of the FINRA/NSX TRF's business affairs to the extent those
affairs are not inconsistent with the regulatory and oversight
functions of FINRA. Additionally, the Business Member is obligated to
pay the cost of regulation and is entitled to the profits and losses,
if any, derived from the operation of the FINRA/NSX TRF.
Pursuant to FINRA Rule 7610B(a), FINRA members reporting trades in
New York Stock Exchange (``Tape A''), American Stock Exchange (now
known as NYSE Alternext US) and regional exchanges (``Tape B'') and the
Nasdaq Exchange (``Tape C'') securities to the FINRA/NSX TRF receive a
75% pro rata credit on gross market data revenue earned by the FINRA/
NSX TRF. ``Gross revenue'' is the revenue received by the FINRA/NSX TRF
from the three tape associations after the tape associations deduct
allocated support costs and unincorporated business costs. Under FINRA
Rule 7610B(b), a member is not eligible to receive a securities
transaction credit for any calendar quarter in which such credit totals
less than $250.
Proposal To Eliminate Securities Transaction Credit
FINRA is proposing to delete FINRA Rule 7610B in its entirety to
eliminate the securities transaction credit program for FINRA/NSX TRF
participants. Thus, FINRA members reporting trades in Tape A, Tape B
and Tape C stocks to the FINRA/NSX TRF will receive no credit on or
percentage of gross market data revenue earned by the FINRA/NSX TRF.
NSX, as the Business Member under the FINRA/NSX TRF LLC Agreement, has
determined that the elimination of the securities transaction credit is
necessary for competitive reasons and to increase funds to cover the
regulatory costs associated with the FINRA/NSX TRF.
Securities transaction credits payable to FINRA members for the
fourth quarter of 2008 will be calculated under Rule 7610B(a) for the
period beginning October 1, 2008 and ending at the close of business on
October 17, 2008. The $250 minimum threshold for the securities
transaction credit will not apply for this period in order to preclude
any negative financial impact to reporting members due to the short
calculation period in the fourth quarter of 2008. Trades submitted to
the FINRA/NSX TRF on or after October 20, 2008, the operative date of
the proposed rule change, will not be eligible for securities
transaction credits. NSX, as the Business Member, will provide notice
to FINRA/NSX TRF participants respecting this calculation. To the
extent that the Consolidated Tape Association or the Nasdaq Securities
Information Processor subsequently adjusts any Tape A, Tape B or Tape C
revenue earned by the FINRA/NSX TRF for any period(s) during which the
securities transaction credit program was in effect, credits paid to
members reporting trades to the FINRA/NSX TRF would be adjusted, as
necessary, in accordance with the rule in effect during such period.
FINRA has filed the proposed rule change for immediate
effectiveness. The operative date of the proposed rule change will be
October 20, 2008.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A of the Act,\6\ in general, and with Section
15A(b)(5) of the Act,\7\ in particular, which requires, among other
things, that FINRA rules provide for the equitable allocation of
reasonable dues, fees and other charges among members and issuers and
other persons using any facility or system that FINRA operates or
controls. FINRA believes that the proposed rule change provides for the
equitable allocation of reasonable dues, fees and other charges among
members in that it will be applied uniformly among members that
participate in the FINRA/NSX TRF.
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\6\ 15 U.S.C. 78o-3.
\7\ 15 U.S.C. 78o-3(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
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
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The proposed rule change has become effective upon filing pursuant
to section 19(b)(3)(A) of the Act \8\ and paragraph (f)(2) of Rule 19b-
4 thereunder,\9\ in that the proposed rule change is establishing or
changing a due, fee, or other charge applicable only to a member, which
renders the proposed rule change effective immediately upon filing. 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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\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 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
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-FINRA-2008-050 on the subject line.
[[Page 63533]]
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-FINRA-2008-050. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room on official
business days between the hours of 10 a.m. and 3 p.m. Copies of such
filing 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-2008-050 and should be submitted on or before November 14,
2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Acting Secretary.
[FR Doc. E8-25374 Filed 10-23-08; 8:45 am]
BILLING CODE 8011-01-P