Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing of Proposed Rule Change Relating to the Generic Listing Standards for Index Multiple Exchange Traded Fund Shares and Index Inverse Exchange Traded Fund Shares, 78415-78419 [E8-30320]
Download as PDF
Federal Register / Vol. 73, No. 246 / Monday, December 22, 2008 / Notices
for products covered by this filing shall
be $0.18 per contract for all Public
Customer Orders 7 and $0.20 per
contract for all Firm Proprietary orders.
The amount of the execution fee for all
ISE Market Maker transactions shall be
equal to the execution fee currently
charged by the Exchange for ISE Market
Maker transactions in equity options.8
Finally, the amount of the execution fee
for all non-ISE Market Maker
transactions shall be $0.45 per contract.9
Further, since options on SLV and IAU
are multiply-listed, the Exchange’s
Payment for Order Flow fee shall apply
to 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 MYP,
PUF, SAW and WSI from its Schedule
of fees.10
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,11
in general, and furthers the objectives of
Section 6(b)(4),12 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
mstockstill on PROD1PC66 with NOTICES
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.
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).
7 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.
8 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.
9 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.
10 MYP, PUF, SAW and WSI were recently
delisted and no longer trade on the Exchange.
11 15 U.S.C. 78f.
12 15 U.S.C. 78f(b)(4).
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3) of
the Act 13 and Rule 19b–4(f)(2)14
thereunder. At any time within 60 days
of the filing of such proposed rule
change, the Commission may summarily
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
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:
78415
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 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–ISE–2008–93 and should be
submitted on or before January 12, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–30317 Filed 12–19–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59098; File No. SR–
NASDAQ–2008–096]
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–ISE–2008–93 on the subject
line.
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing of Proposed Rule Change
Relating to the Generic Listing
Standards for Index Multiple Exchange
Traded Fund Shares and Index Inverse
Exchange Traded Fund Shares
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–2008–93. 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
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 December
9, 2008, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’) 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.
December 12, 2008.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq is filing a proposed rule
change to amend Nasdaq Rule 4420(j) in
connection with generic listing
15 17
13 15
U.S.C. 78s(b)(3)(A).
14 17 CFR 19b–4(f)(2) [sic].
PO 00000
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CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Federal Register / Vol. 73, No. 246 / Monday, December 22, 2008 / Notices
standards, which permit Nasdaq to list
and trade, or trade pursuant to unlisted
trading privileges (‘‘UTP’’), shares of a
series of Index Multiple Exchange
Traded Fund Shares (‘‘Multiple Fund
Shares’’) and Index Inverse Exchange
Traded Fund Shares (‘‘Inverse Fund
Shares’’) (collectively, the ‘‘Fund
Shares’’).
The proposed rule change would
allow the listing and trading of Fund
Shares that sought to provide
investment results, before fees and
expenses, in an amount not exceeding
¥300% (currently ¥200%) of the
underlying benchmark index pursuant
to Rule 19b–4(e) under the Act,3 where
the other applicable generic listing
standards under Nasdaq Rule 4420(j) for
Index Fund Shares (‘‘IFSs’’) are
satisfied. The proposed rule change is
substantially identical to a recent
NYSEArca filing, which has been
considered previously by the
Commission when the Commission
approved the proposed rule change.4
The text of the proposed rule change
is available from Nasdaq’s Web site at
https://nasdaq.cchwallstreet.com, at
Nasdaq’s principal office, 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,
Nasdaq included statements concerning
the purpose of, and basis for, the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below, and
is set forth in Sections A, B, and C
below.
mstockstill on PROD1PC66 with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Nasdaq Rule 4420(j) provides
standards for listing IFSs on the
Exchange. Nasdaq proposes to amend
Nasdaq Rule 4420(j)(1)(B)(iii) to allow
the listing and trading of Fund Shares
that sought to provide investment
results, before fees and expenses, in an
amount not exceeding ¥300%
(currently ¥200%) of the underlying
benchmark index where the other
applicable generic listing standards
under Nasdaq Rule 4420(j) for IFSs are
satisfied. The Exchange also notes that
the Commission has approved the
3 17
CFR 240.19b–4(e).
Securities Exchange Act Release No. 58825
(October 21, 2008), 73 FR 63756 (October 27, 2008)
(SR–NYSEArca–2008–89).
4 See
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original listing and trading of Fund
Shares on the American Stock Exchange
LLC.5
Generic Listing Standards
Nasdaq Rule 4420(j) provides
standards for listing IFSs, which are
securities issued by an open-end
management investment company
(open-end mutual fund) based on a
portfolio of securities that seeks to
provide investment results that
correspond generally to the price and
yield performance or total return
performance of a specified foreign or
domestic securities index or fixed
income index. Pursuant to Nasdaq Rule
4420(j)(1)(A), IFSs must be issued in a
specified aggregate minimum number in
return for a deposit of specified
securities and/or a cash amount, with a
value equal to the next determined net
asset value (‘‘NAV’’). When aggregated
in the same specified minimum number,
IFSs must be redeemed by the issuer for
the securities and/or cash, with a value
equal to the next determined NAV.
Consistent with Nasdaq Rule
4420(j)(9)(A)(ii), the NAV is calculated
once a day after the close of the regular
trading day.
The proposed revisions to Nasdaq
Rule 4420(j)(1)(B)(iii) would allow the
listing and trading of Multiple Fund
Shares and Inverse Fund Shares that
sought to provide investment results,
before fees and expenses, in an amount
not exceeding ¥300%, rather than
¥200%, of the underlying benchmark
index pursuant to Rule 19b–4(e) under
the Act,6 where the other applicable
generic listing standards for IFSs are
satisfied. In connection with Inverse
Funds that seek to provide investment
results, before fees and expenses, in an
amount that exceeds ¥300% of the
underlying benchmark index, the
Exchange’s proposal would continue to
require specific Commission approval
pursuant to Section 19(b)(2) of the Act.7
In particular, Nasdaq Rule
4420(j)(1)(B)(iii) would expressly
prohibit Inverse Funds that seek to
provide investment results, before fees
and expenses, in an amount that
exceeds ¥300% of the underlying
benchmark index, from being approved
by the Exchange for listing and trading
pursuant to Rule 19b–4(e) under the
Act.8
The Exchange believes that adopting
generic listing and trading standards for
Fund Shares based on domestic equity,
5 See Securities Exchange Act Release No. 57660
(April 14, 2008), 73 FR 21391 (April 21, 2008) (SR–
Amex–2007–131).
6 17 CFR 240.19b–4(e).
7 15 U.S.C. 78s(b)(2).
8 17 CFR 240.19b–4(e).
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international or global equity and/or
fixed income securities indexes and
applying Rule 19b–4(e) should fulfill
the intended objective of that Rule by
allowing those IFSs that satisfy the
proposed standards to commence
trading, without the need for
individualized Commission approval.
The proposed rule has the potential to
reduce the time frame for bringing Fund
Shares to market, thereby reducing the
burdens on issuers and other market
participants.9
The Commission has approved
generic standards providing for the
listing and trading of derivative
products pursuant to Rule 19b–4(e)
based on indexes previously approved
by the Commission under Section
19(b)(2) of the Act 10 and the
Exchange 11 also notes that the generic
listing standards provide for indexes
that have been approved by the
Commission in connection with the
listing of Portfolio Depository Receipts,
Index Fund Shares or Index-Linked
Securities. The Exchange believes that
the application of that standard to Fund
Shares is appropriate because the
underlying securities index will have
been subject to detailed and specific
Commission review in the context of the
approval of listing of other derivatives.
The Exchange notes that existing
Nasdaq Rule 4420(j)(9)(B) provides
continued listing standards for all IFSs.
For example, where the value of the
underlying index or portfolio of
securities on which the IFS is based is
no longer calculated or available, or in
the event that the IFS chooses to
substitute a new index or portfolio for
the existing index or portfolio, the
Exchange would commence delisting
proceedings if the new index or
portfolio does not meet the
requirements of and listing standards set
forth in Nasdaq Rule 4420(j). If an IFS
chose to substitute an index that did not
meet all of the applicable generic listing
standards of IFSs pursuant to Rule 19b–
4(e) of the Act,12 then, to continue to list
and trade the IFS, approval by the
Commission of a separate filing
9 The Exchange submits that the failure of a
particular Fund Share portfolio to comply with the
proposed generic listing and trading standards
under Rule 19b–4(e) would not, however, preclude
the Exchange from submitting a separate filing
pursuant to Section 19(b)(2) requesting Commission
approval to list and trade a particular Fund Share.
10 15 U.S.C. 78s(b)(2). See Securities Exchange
Act Release No. 54765 (November 16, 2006), 71 FR
67668 (November 22, 2006) (SR–Nasdaq–2006–009)
(Commodity-Linked Securities).
11 See e-mail from Jonathan Cayne, Associate
General Counsel, NASDAQ OMX, to David Liu,
Assistant Director, Division of Trading and Markets,
Commission, dated December 12, 2008 (‘‘December
12 E-mail’’).
12 17 CFR 240.19b–4(e).
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Federal Register / Vol. 73, No. 246 / Monday, December 22, 2008 / Notices
pursuant to Section 19(b)(2) of the Act 13
is required.14 In addition, the Exchange
further notes that existing Nasdaq Rule
4420(j)(9)(A)(ii) provides that, prior to
approving an IFS for listing, the
Exchange will obtain a representation
from the issuer that the NAV per share
will be calculated daily and made
available to all market participants at
the same time.
Nasdaq Rule 4420(j)(1)(B)(iv) provides
for the halt of trading for Fund Shares
if the Exchange becomes aware that the
open-end investment company fails to
properly disseminate the appropriate
NAV to market participants at the same
time. In addition, the rule also requires
a halt to trading if the open-end
investment company issuing the Fund
Shares failed to provide daily public
Web site disclosure of its portfolio
holdings. In particular, Nasdaq Rule
4420(j)(1)(B)(iv) provides that the
Exchange will halt trading in a series of
Multiple Fund Shares and/or Inverse
Fund Shares if the Exchange becomes
aware that the open-end investment
company issuing the Fund Shares fails
to disseminate the appropriate NAV to
all market participants at the same time
and/or fails to provide daily public Web
site disclosure of its portfolio holdings.
The investment objective associated
with the Fund Shares must be expected
to achieve investment results, before
fees and expenses, by a specified
multiple (Multiple Fund Shares) or
inversely up to ¥300% (Inverse Fund
Shares) of the underlying performance
benchmark domestic equity,
international or global equity and/or
fixed income indexes, as applicable.
Fund Shares differ from traditional
exchange-traded fund shares in that
they do not merely correspond to the
performance of a given securities index,
but rather attempt to match a multiple
or inverse of such underlying index
performance.
In order to achieve investment results
that provide either a positive multiple
or inverse of the benchmark index,
Fund Shares may hold a combination of
financial instruments, including, but not
limited to: Stock index futures
contracts; options on futures; options on
securities and indices; equity caps,
collars and floors; swap agreements;
forward contracts; repurchase
agreements; and reverse repurchase
agreements (the ‘‘Financial
Instruments’’). Normally, 100% of the
value of the underlying portfolios for
the Inverse Fund Shares will be devoted
to Financial Instruments and money
market instruments, including U.S.
government securities and repurchase
agreements (the ‘‘Money Market
Instruments’’). The underlying
portfolios for Multiple Fund Shares may
consist of a combination of securities,
Financial Instruments and Money
Market Instruments.
Limitation on Leverage
In connection with Inverse Funds that
seek to provide investment results,
before fees and expenses, in an amount
that exceeds ¥300% of the underlying
benchmark index, the Exchange’s
proposal would continue to require
specific Commission approval pursuant
to Section 19(b)(2) of the Act.15 In
particular, Nasdaq Rule 4420(j)(1)(B)(iii)
would expressly prohibit Inverse Funds
that seek to provide investment results,
before fees and expenses, in an amount
that exceeds -300% of the underlying
benchmark index, from being approved
by the Exchange for listing and trading
pursuant to Rule 19b–4(e) under the
Act.16
In connection with Multiple Fund
Shares, Nasdaq Rule 4420(j)(1)(B) does
not provide a similar limitation on
leverage. Instead, the proposal would
permit the underlying registered
management investment company or
fund to seek to provide investment
results, before fees and expenses, that
correspond to any multiple, without
limitation, of the percentage
performance on given day of a particular
domestic equity, international or global
equity, or fixed income securities
indexes or a combination thereof.
Availability of Information About Fund
Shares and Underlying Indexes
Nasdaq Rule 4420(j)(1)(B)(iv) provides
that the portfolio composition of a Fund
will be disclosed on a public Web site.
Web site disclosure of portfolio holdings
that form the basis for the calculation of
the NAV by the issuer of a series of
Fund Shares is made daily and
includes, as applicable, the identity and
number of shares held of each specific
equity security, the identity and amount
held of each fixed income security, the
specific types of Financial Instruments
and characteristics of such instruments,
cash equivalents and amount of cash
held in the portfolio of a fund. This
public Web site disclosure of the
portfolio composition of a Fund, that
forms the basis for the calculation of the
NAV, coincides with the disclosure of
the same information to ‘‘Authorized
Participants.’’ 17 Investors have access to
15 15
U.S.C. 78s(b)(2).
CFR 240.19b–4(e).
17 Authorized Participants are the only persons
that may place orders to create and redeem Creation
16 17
13 15
U.S.C. 78s(b)(2).
December 12 E-mail, supra, note 11.
14 See
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78417
the current portfolio composition of a
Fund through the Fund’s Web site and/
or at the Exchange’s Web site at https://
www.nasdaqomx.com.
Trading Halts
Existing trading halt requirements for
IFSs apply to Fund Shares. Nasdaq will
halt trading in Fund Shares under the
conditions specified in Nasdaq Rules
4120 and 4121, as well as subject to
Nasdaq Rule 4420(j)(1)(B)(iv). The
conditions for a halt include a
regulatory halt by the listing market.
UTP trading in Fund Shares will also be
governed by provisions of Nasdaq Rule
4120(b) relating to temporary
interruptions in the calculation or wide
dissemination of the calculation of the
estimated NAV (‘‘Intraday Indicative
Value’’), which is updated regularly
during the trading day, among other
values.
If Nasdaq becomes aware that the
NAV or the identities and quantities of
the portfolio of securities and other
assets (the ‘‘Disclosed Portfolio’’) with
respect to a Fund Share is not
disseminated to all market participants
at the same time, it will halt trading in
such series until such time as the NAV
or the Disclosed Portfolio is available to
all market participants.
In the case of the Financial
Instruments held by a Multiple or
Inverse Fund, the Exchange represents
that a notification procedure will be
implemented so that timely notice from
the investment adviser of such Multiple
or Inverse Fund is received by the
Exchange when a particular Financial
Instrument is in default or shortly to be
in default. The Exchange will then
determine on a case-by-case basis
whether a default of a particular
Financial Instrument justifies a trading
halt of the Multiple and/or Inverse Fund
Shares.
Additionally, Nasdaq may cease
trading Fund Shares if other unusual
conditions or circumstances exist
which, in the opinion of Nasdaq, make
further dealings on Nasdaq detrimental
to the maintenance of a fair and orderly
market. Nasdaq will also follow any
procedures with respect to trading halts
as set forth in Nasdaq Rule 4120(c).
Finally, Nasdaq will stop trading Fund
Shares if the listing market delists them.
Units. Authorized Participants must be registered
broker-dealers or other securities market
participants, such as banks and other financial
institutions that are exempt from registration as
broker-dealers to engage in securities transactions,
who are participants in DTC. The format of the
disclosure of portfolio holdings to Authorized
Participants may differ from the format of the
public Web site disclosure.
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Federal Register / Vol. 73, No. 246 / Monday, December 22, 2008 / Notices
Suitability
Prior to commencement of trading,
the Exchange will issue an Information
Circular to its members and member
organizations providing guidance with
regard to member firm compliance
responsibilities (including suitability
obligations) when effecting transactions
in the Fund Shares and highlighting the
special risks and characteristics of
Funds Shares as well as applicable
Exchange rules.
Specifically, the Information Circular
will discuss the following: (1) The
procedures for purchases and
redemptions of Fund Shares in Baskets
(and that Fund Shares are not
individually redeemable); (2) Nasdaq
Rule 2310, which imposes suitability
obligations on Nasdaq members with
respect to recommending transactions in
Fund Shares to customers; (3) how
information regarding the Intraday
Indicative Value is disseminated; (4) the
requirement that members deliver a
prospectus to investors purchasing
newly issued Fund Shares prior to or
concurrently with the confirmation of a
transaction; (5) the risks involved in
trading Fund Shares during the PreMarket and Post-Market Sessions when
an updated Intraday Indicative Value
will not be calculated or publicly
disseminated; and (6) trading
information.
The Exchange notes that investors
purchasing Fund Shares directly from a
Fund will receive a prospectus.
Members purchasing Fund Shares from
a Fund for resale to investors will
deliver a prospectus to such investors.
The Information Circular will also
discuss any exemptive, no-action and
interpretive relief granted by the
Commission from any rules under the
Act.
In addition, the Information Circular
will reference that Fund Shares are
subject to various fees and expenses
described in the Registration Statement.
The Information Circular will also
disclose the trading hours of the Fund
Shares of the Funds and that the NAV
for the Fund Shares will be calculated
after 4 p.m. (Eastern Time) each trading
day.
mstockstill on PROD1PC66 with NOTICES
Surveillance
The Exchange utilizes its existing
surveillance procedures applicable to
derivative products (including
exchange-traded funds) to monitor
trading in Fund Shares. The Exchange
represents that such procedures are
adequate to address any concerns about
the trading of Fund Shares on Nasdaq.
Trading of Fund Shares through Nasdaq
are subject to FINRA’s surveillance
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19:07 Dec 19, 2008
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procedures for equity securities in
general and ETFs in particular.18 The
Exchange may obtain information via
the Intermarket Surveillance Group
(‘‘ISG’’) from other exchanges who are
members or affiliate members of the
ISG.19
Nasdaq has requested accelerated
approval of this proposed rule change
prior to the 30th day after the date of
publication of the notice of the filing
thereof. The Commission has
determined that a 15-day comment
period is appropriate in this case.
2. Statutory Basis
Nasdaq believes that the proposal is
consistent with Section 6(b) of the Act 20
in general and Section 6(b)(5) of the
Act 21 in particular in that it is designed
to prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system. The
Exchange believes that the proposed
rules will facilitate the listing and
trading of Fund Shares and will
enhance competition among market
participants, to the benefit of investors
and the marketplace.
IV. Solicitation of Comments
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Nasdaq does not believe that the
proposed rule change will impose any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the Exchange consents,
the Commission will:
A. By order approve such proposed
rule change, or
B. Institute proceedings to determine
whether the proposed rule change
should be disapproved.
18 FINRA surveils trading on Nasdaq pursuant to
a regulatory services agreement. Nasdaq is
responsible for FINRA’s performance under this
regulatory services agreement.
19 For a list of the current members and affiliate
members of ISG, see https://www.isgportal.com.
20 15 U.S.C. 78f.
21 15 U.S.C. 78f(b)(5).
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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–NASDAQ–2008–096 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–NASDAQ–2008–096. This
file number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of the filing 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–NASDAQ–2008–096 and
E:\FR\FM\22DEN1.SGM
22DEN1
Federal Register / Vol. 73, No. 246 / Monday, December 22, 2008 / Notices
should be submitted on or before
January 6, 2009.
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration # 11430 and # 11431]
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–30320 Filed 12–19–08; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration # 11432 and # 11433]
Louisiana Disaster Number LA–00021
AGENCY: U.S. Small Business
Administration.
ACTION:
Amendment 4.
SUMMARY: This is an amendment of the
Presidential declaration of a major
disaster for the State of Louisiana
(FEMA–1792–DR), dated 09/13/2008.
Incident: Hurricane Ike.
Incident Period: 09/11/2008 through
11/07/2008.
Effective Date: 12/15/2008.
Physical Loan Application Deadline
Date: 01/12/2009.
EIDL Loan Application Deadline Date:
06/15/2009.
Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
ADDRESSES:
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
The notice
of the President’s major disaster
declaration for the State of Louisiana,
dated 09/13/2008, is hereby amended to
extend the deadline for filing
applications for physical damages as a
result of this disaster to 01/12/2009.
All other information in the original
declaration remains unchanged.
Texas Disaster Number TX–00308
AGENCY: U.S. Small Business
Administration.
ACTION: Amendment 4.
SUMMARY: This is an amendment of the
Presidential declaration of a major
disaster for the State of Texas (FEMA–
1791–DR), dated 09/13/2008.
Incident: Hurricane Ike.
Incident Period: 09/07/2008 through
10/02/2008.
Effective Date: 12/12/2008.
Physical Loan Application Deadline
Date: 01/12/2009.
EIDL Loan Application Deadline Date:
06/15/2009.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: The notice
of the President’s major disaster
declaration for the State of Texas, dated
09/13/2008, is hereby amended to
extend the deadline for filing
applications for physical damages as a
result of this disaster to 01/12/2009.
All other information in the original
declaration remains unchanged.
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
Herbert L. Mitchell,
Associate Administrator for Disaster
Assistance.
[FR Doc. E8–30415 Filed 12–19–08; 8:45 am]
BILLING CODE 8025–01–P
78419
Postal Accountability and Enhancement
Act (Pub. L. 109–435) and in accordance
with the Federal Advisory Committee
Act.
Public input: Any member of the
public interested in providing public
input to the meeting should contact Mr.
Chris Wood, whose contact information
is listed under FOR FURTHER INFORMATION
CONTACT section of this notice. Each
individual providing oral input is
requested to limit his or her comments
to five minutes. Requests to be added to
the speaker list must be received in
writing (letter, e-mail or fax) prior to the
close of business on February 6, 2009;
written comments from members of the
public for distribution at this meeting
must reach Mr. Wood by letter, e-mail
or fax by this same date.
Meeting agenda: The agenda of the
meeting will include a review of the
results of the October-November 2008
sessions of the UPU Postal Operations
Council and Council of Administration
as well as other subjects related to
international postal and delivery
services of interest to Advisory
Committee members and the public.
DATES: February 12, 2009 from 2 p.m. to
about 5 p.m. (open to the public).
Location: The American Institute of
Architects (Boardroom), 1735 New York
Ave., NW., Washington, DC 20006.
For further information, please
contact Christopher Wood, Office of
Technical Specialized Agencies (IO/T),
Bureau of International Organization
Affairs, U.S. Department of State, at
(202) 647–1044, woodcs@state.gov.
Designated Federal Officer, Advisory
Committee on International Postal and
Delivery Services: Dennis M. Delehanty.
Dated: December 5, 2008.
Dennis M. Delehanty,
Foreign Affairs Officer, Department of State.
[FR Doc. E8–30375 Filed 12–19–08; 8:45 am]
BILLING CODE 4710–19–P
mstockstill on PROD1PC66 with NOTICES
SUPPLEMENTARY INFORMATION:
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
Herbert L. Mitchell,
Associate Administrator for Disaster
Assistance.
[FR Doc. E8–30414 Filed 12–19–08; 8:45 am]
BILLING CODE 8025–01–P
22 17
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
19:07 Dec 19, 2008
Jkt 217001
DEPARTMENT OF STATE
DEPARTMENT OF TRANSPORTATION
[Public Notice 6436]
Advisory Committee International
Postal and Delivery Services
Department of State.
Notice; FACA Committee
meeting announcement.
AGENCY:
ACTION:
SUMMARY: As required by the Federal
Advisory Committee Act, Public Law
92–463, the Department of State gives
notice of the fourth meeting of the
Advisory Committee on International
Postal and Delivery Services. This
Committee has been formed in
fulfillment of the provisions of the 2006
PO 00000
Frm 00136
Fmt 4703
Sfmt 4703
Federal Aviation Administration
Approval of Noise Compatibility
Program for Marana Regional Airport,
Marana, AZ
AGENCY: Federal Aviation
Administration, DOT.
ACTION: Notice.
SUMMARY: The Federal Aviation
Administration (FAA) announces its
findings on the noise compatibility
program submitted by the Town of
Marana under the provisions of Title I
of the Aviation Safety and Noise
E:\FR\FM\22DEN1.SGM
22DEN1
Agencies
[Federal Register Volume 73, Number 246 (Monday, December 22, 2008)]
[Notices]
[Pages 78415-78419]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-30320]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59098; File No. SR-NASDAQ-2008-096]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing of Proposed Rule Change Relating to the Generic
Listing Standards for Index Multiple Exchange Traded Fund Shares and
Index Inverse Exchange Traded Fund Shares
December 12, 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 December 9, 2008, The NASDAQ Stock Market LLC (``Nasdaq'') 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.
---------------------------------------------------------------------------
\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
Nasdaq is filing a proposed rule change to amend Nasdaq Rule
4420(j) in connection with generic listing
[[Page 78416]]
standards, which permit Nasdaq to list and trade, or trade pursuant to
unlisted trading privileges (``UTP''), shares of a series of Index
Multiple Exchange Traded Fund Shares (``Multiple Fund Shares'') and
Index Inverse Exchange Traded Fund Shares (``Inverse Fund Shares'')
(collectively, the ``Fund Shares'').
The proposed rule change would allow the listing and trading of
Fund Shares that sought to provide investment results, before fees and
expenses, in an amount not exceeding -300% (currently -200%) of the
underlying benchmark index pursuant to Rule 19b-4(e) under the Act,\3\
where the other applicable generic listing standards under Nasdaq Rule
4420(j) for Index Fund Shares (``IFSs'') are satisfied. The proposed
rule change is substantially identical to a recent NYSEArca filing,
which has been considered previously by the Commission when the
Commission approved the proposed rule change.\4\
---------------------------------------------------------------------------
\3\ 17 CFR 240.19b-4(e).
\4\ See Securities Exchange Act Release No. 58825 (October 21,
2008), 73 FR 63756 (October 27, 2008) (SR-NYSEArca-2008-89).
---------------------------------------------------------------------------
The text of the proposed rule change is available from Nasdaq's Web
site at https://nasdaq.cchwallstreet.com, at Nasdaq's principal office,
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, Nasdaq included statements
concerning the purpose of, and basis for, the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below, and is set forth in Sections A, B, and C below.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Nasdaq Rule 4420(j) provides standards for listing IFSs on the
Exchange. Nasdaq proposes to amend Nasdaq Rule 4420(j)(1)(B)(iii) to
allow the listing and trading of Fund Shares that sought to provide
investment results, before fees and expenses, in an amount not
exceeding -300% (currently -200%) of the underlying benchmark index
where the other applicable generic listing standards under Nasdaq Rule
4420(j) for IFSs are satisfied. The Exchange also notes that the
Commission has approved the original listing and trading of Fund Shares
on the American Stock Exchange LLC.\5\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 57660 (April 14,
2008), 73 FR 21391 (April 21, 2008) (SR-Amex-2007-131).
---------------------------------------------------------------------------
Generic Listing Standards
Nasdaq Rule 4420(j) provides standards for listing IFSs, which are
securities issued by an open-end management investment company (open-
end mutual fund) based on a portfolio of securities that seeks to
provide investment results that correspond generally to the price and
yield performance or total return performance of a specified foreign or
domestic securities index or fixed income index. Pursuant to Nasdaq
Rule 4420(j)(1)(A), IFSs must be issued in a specified aggregate
minimum number in return for a deposit of specified securities and/or a
cash amount, with a value equal to the next determined net asset value
(``NAV''). When aggregated in the same specified minimum number, IFSs
must be redeemed by the issuer for the securities and/or cash, with a
value equal to the next determined NAV. Consistent with Nasdaq Rule
4420(j)(9)(A)(ii), the NAV is calculated once a day after the close of
the regular trading day.
The proposed revisions to Nasdaq Rule 4420(j)(1)(B)(iii) would
allow the listing and trading of Multiple Fund Shares and Inverse Fund
Shares that sought to provide investment results, before fees and
expenses, in an amount not exceeding -300%, rather than -200%, of the
underlying benchmark index pursuant to Rule 19b-4(e) under the Act,\6\
where the other applicable generic listing standards for IFSs are
satisfied. In connection with Inverse Funds that seek to provide
investment results, before fees and expenses, in an amount that exceeds
-300% of the underlying benchmark index, the Exchange's proposal would
continue to require specific Commission approval pursuant to Section
19(b)(2) of the Act.\7\ In particular, Nasdaq Rule 4420(j)(1)(B)(iii)
would expressly prohibit Inverse Funds that seek to provide investment
results, before fees and expenses, in an amount that exceeds -300% of
the underlying benchmark index, from being approved by the Exchange for
listing and trading pursuant to Rule 19b-4(e) under the Act.\8\
---------------------------------------------------------------------------
\6\ 17 CFR 240.19b-4(e).
\7\ 15 U.S.C. 78s(b)(2).
\8\ 17 CFR 240.19b-4(e).
---------------------------------------------------------------------------
The Exchange believes that adopting generic listing and trading
standards for Fund Shares based on domestic equity, international or
global equity and/or fixed income securities indexes and applying Rule
19b-4(e) should fulfill the intended objective of that Rule by allowing
those IFSs that satisfy the proposed standards to commence trading,
without the need for individualized Commission approval. The proposed
rule has the potential to reduce the time frame for bringing Fund
Shares to market, thereby reducing the burdens on issuers and other
market participants.\9\
---------------------------------------------------------------------------
\9\ The Exchange submits that the failure of a particular Fund
Share portfolio to comply with the proposed generic listing and
trading standards under Rule 19b-4(e) would not, however, preclude
the Exchange from submitting a separate filing pursuant to Section
19(b)(2) requesting Commission approval to list and trade a
particular Fund Share.
---------------------------------------------------------------------------
The Commission has approved generic standards providing for the
listing and trading of derivative products pursuant to Rule 19b-4(e)
based on indexes previously approved by the Commission under Section
19(b)(2) of the Act \10\ and the Exchange \11\ also notes that the
generic listing standards provide for indexes that have been approved
by the Commission in connection with the listing of Portfolio
Depository Receipts, Index Fund Shares or Index-Linked Securities. The
Exchange believes that the application of that standard to Fund Shares
is appropriate because the underlying securities index will have been
subject to detailed and specific Commission review in the context of
the approval of listing of other derivatives.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78s(b)(2). See Securities Exchange Act Release
No. 54765 (November 16, 2006), 71 FR 67668 (November 22, 2006) (SR-
Nasdaq-2006-009) (Commodity-Linked Securities).
\11\ See e-mail from Jonathan Cayne, Associate General Counsel,
NASDAQ OMX, to David Liu, Assistant Director, Division of Trading
and Markets, Commission, dated December 12, 2008 (``December 12 E-
mail'').
---------------------------------------------------------------------------
The Exchange notes that existing Nasdaq Rule 4420(j)(9)(B) provides
continued listing standards for all IFSs. For example, where the value
of the underlying index or portfolio of securities on which the IFS is
based is no longer calculated or available, or in the event that the
IFS chooses to substitute a new index or portfolio for the existing
index or portfolio, the Exchange would commence delisting proceedings
if the new index or portfolio does not meet the requirements of and
listing standards set forth in Nasdaq Rule 4420(j). If an IFS chose to
substitute an index that did not meet all of the applicable generic
listing standards of IFSs pursuant to Rule 19b-4(e) of the Act,\12\
then, to continue to list and trade the IFS, approval by the Commission
of a separate filing
[[Page 78417]]
pursuant to Section 19(b)(2) of the Act \13\ is required.\14\ In
addition, the Exchange further notes that existing Nasdaq Rule
4420(j)(9)(A)(ii) provides that, prior to approving an IFS for listing,
the Exchange will obtain a representation from the issuer that the NAV
per share will be calculated daily and made available to all market
participants at the same time.
---------------------------------------------------------------------------
\12\ 17 CFR 240.19b-4(e).
\13\ 15 U.S.C. 78s(b)(2).
\14\ See December 12 E-mail, supra, note 11.
---------------------------------------------------------------------------
Nasdaq Rule 4420(j)(1)(B)(iv) provides for the halt of trading for
Fund Shares if the Exchange becomes aware that the open-end investment
company fails to properly disseminate the appropriate NAV to market
participants at the same time. In addition, the rule also requires a
halt to trading if the open-end investment company issuing the Fund
Shares failed to provide daily public Web site disclosure of its
portfolio holdings. In particular, Nasdaq Rule 4420(j)(1)(B)(iv)
provides that the Exchange will halt trading in a series of Multiple
Fund Shares and/or Inverse Fund Shares if the Exchange becomes aware
that the open-end investment company issuing the Fund Shares fails to
disseminate the appropriate NAV to all market participants at the same
time and/or fails to provide daily public Web site disclosure of its
portfolio holdings.
The investment objective associated with the Fund Shares must be
expected to achieve investment results, before fees and expenses, by a
specified multiple (Multiple Fund Shares) or inversely up to -300%
(Inverse Fund Shares) of the underlying performance benchmark domestic
equity, international or global equity and/or fixed income indexes, as
applicable. Fund Shares differ from traditional exchange-traded fund
shares in that they do not merely correspond to the performance of a
given securities index, but rather attempt to match a multiple or
inverse of such underlying index performance.
In order to achieve investment results that provide either a
positive multiple or inverse of the benchmark index, Fund Shares may
hold a combination of financial instruments, including, but not limited
to: Stock index futures contracts; options on futures; options on
securities and indices; equity caps, collars and floors; swap
agreements; forward contracts; repurchase agreements; and reverse
repurchase agreements (the ``Financial Instruments''). Normally, 100%
of the value of the underlying portfolios for the Inverse Fund Shares
will be devoted to Financial Instruments and money market instruments,
including U.S. government securities and repurchase agreements (the
``Money Market Instruments''). The underlying portfolios for Multiple
Fund Shares may consist of a combination of securities, Financial
Instruments and Money Market Instruments.
Limitation on Leverage
In connection with Inverse Funds that seek to provide investment
results, before fees and expenses, in an amount that exceeds -300% of
the underlying benchmark index, the Exchange's proposal would continue
to require specific Commission approval pursuant to Section 19(b)(2) of
the Act.\15\ In particular, Nasdaq Rule 4420(j)(1)(B)(iii) would
expressly prohibit Inverse Funds that seek to provide investment
results, before fees and expenses, in an amount that exceeds -300% of
the underlying benchmark index, from being approved by the Exchange for
listing and trading pursuant to Rule 19b-4(e) under the Act.\16\
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78s(b)(2).
\16\ 17 CFR 240.19b-4(e).
---------------------------------------------------------------------------
In connection with Multiple Fund Shares, Nasdaq Rule 4420(j)(1)(B)
does not provide a similar limitation on leverage. Instead, the
proposal would permit the underlying registered management investment
company or fund to seek to provide investment results, before fees and
expenses, that correspond to any multiple, without limitation, of the
percentage performance on given day of a particular domestic equity,
international or global equity, or fixed income securities indexes or a
combination thereof.
Availability of Information About Fund Shares and Underlying Indexes
Nasdaq Rule 4420(j)(1)(B)(iv) provides that the portfolio
composition of a Fund will be disclosed on a public Web site. Web site
disclosure of portfolio holdings that form the basis for the
calculation of the NAV by the issuer of a series of Fund Shares is made
daily and includes, as applicable, the identity and number of shares
held of each specific equity security, the identity and amount held of
each fixed income security, the specific types of Financial Instruments
and characteristics of such instruments, cash equivalents and amount of
cash held in the portfolio of a fund. This public Web site disclosure
of the portfolio composition of a Fund, that forms the basis for the
calculation of the NAV, coincides with the disclosure of the same
information to ``Authorized Participants.'' \17\ Investors have access
to the current portfolio composition of a Fund through the Fund's Web
site and/or at the Exchange's Web site at https://www.nasdaqomx.com.
---------------------------------------------------------------------------
\17\ Authorized Participants are the only persons that may place
orders to create and redeem Creation Units. Authorized Participants
must be registered broker-dealers or other securities market
participants, such as banks and other financial institutions that
are exempt from registration as broker-dealers to engage in
securities transactions, who are participants in DTC. The format of
the disclosure of portfolio holdings to Authorized Participants may
differ from the format of the public Web site disclosure.
---------------------------------------------------------------------------
Trading Halts
Existing trading halt requirements for IFSs apply to Fund Shares.
Nasdaq will halt trading in Fund Shares under the conditions specified
in Nasdaq Rules 4120 and 4121, as well as subject to Nasdaq Rule
4420(j)(1)(B)(iv). The conditions for a halt include a regulatory halt
by the listing market. UTP trading in Fund Shares will also be governed
by provisions of Nasdaq Rule 4120(b) relating to temporary
interruptions in the calculation or wide dissemination of the
calculation of the estimated NAV (``Intraday Indicative Value''), which
is updated regularly during the trading day, among other values.
If Nasdaq becomes aware that the NAV or the identities and
quantities of the portfolio of securities and other assets (the
``Disclosed Portfolio'') with respect to a Fund Share is not
disseminated to all market participants at the same time, it will halt
trading in such series until such time as the NAV or the Disclosed
Portfolio is available to all market participants.
In the case of the Financial Instruments held by a Multiple or
Inverse Fund, the Exchange represents that a notification procedure
will be implemented so that timely notice from the investment adviser
of such Multiple or Inverse Fund is received by the Exchange when a
particular Financial Instrument is in default or shortly to be in
default. The Exchange will then determine on a case-by-case basis
whether a default of a particular Financial Instrument justifies a
trading halt of the Multiple and/or Inverse Fund Shares.
Additionally, Nasdaq may cease trading Fund Shares if other unusual
conditions or circumstances exist which, in the opinion of Nasdaq, make
further dealings on Nasdaq detrimental to the maintenance of a fair and
orderly market. Nasdaq will also follow any procedures with respect to
trading halts as set forth in Nasdaq Rule 4120(c). Finally, Nasdaq will
stop trading Fund Shares if the listing market delists them.
[[Page 78418]]
Suitability
Prior to commencement of trading, the Exchange will issue an
Information Circular to its members and member organizations providing
guidance with regard to member firm compliance responsibilities
(including suitability obligations) when effecting transactions in the
Fund Shares and highlighting the special risks and characteristics of
Funds Shares as well as applicable Exchange rules.
Specifically, the Information Circular will discuss the following:
(1) The procedures for purchases and redemptions of Fund Shares in
Baskets (and that Fund Shares are not individually redeemable); (2)
Nasdaq Rule 2310, which imposes suitability obligations on Nasdaq
members with respect to recommending transactions in Fund Shares to
customers; (3) how information regarding the Intraday Indicative Value
is disseminated; (4) the requirement that members deliver a prospectus
to investors purchasing newly issued Fund Shares prior to or
concurrently with the confirmation of a transaction; (5) the risks
involved in trading Fund Shares during the Pre-Market and Post-Market
Sessions when an updated Intraday Indicative Value will not be
calculated or publicly disseminated; and (6) trading information.
The Exchange notes that investors purchasing Fund Shares directly
from a Fund will receive a prospectus. Members purchasing Fund Shares
from a Fund for resale to investors will deliver a prospectus to such
investors. The Information Circular will also discuss any exemptive,
no-action and interpretive relief granted by the Commission from any
rules under the Act.
In addition, the Information Circular will reference that Fund
Shares are subject to various fees and expenses described in the
Registration Statement. The Information Circular will also disclose the
trading hours of the Fund Shares of the Funds and that the NAV for the
Fund Shares will be calculated after 4 p.m. (Eastern Time) each trading
day.
Surveillance
The Exchange utilizes its existing surveillance procedures
applicable to derivative products (including exchange-traded funds) to
monitor trading in Fund Shares. The Exchange represents that such
procedures are adequate to address any concerns about the trading of
Fund Shares on Nasdaq. Trading of Fund Shares through Nasdaq are
subject to FINRA's surveillance procedures for equity securities in
general and ETFs in particular.\18\ The Exchange may obtain information
via the Intermarket Surveillance Group (``ISG'') from other exchanges
who are members or affiliate members of the ISG.\19\
---------------------------------------------------------------------------
\18\ FINRA surveils trading on Nasdaq pursuant to a regulatory
services agreement. Nasdaq is responsible for FINRA's performance
under this regulatory services agreement.
\19\ For a list of the current members and affiliate members of
ISG, see https://www.isgportal.com.
---------------------------------------------------------------------------
2. Statutory Basis
Nasdaq believes that the proposal is consistent with Section 6(b)
of the Act \20\ in general and Section 6(b)(5) of the Act \21\ in
particular in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to foster cooperation and coordination with
persons engaged in facilitating transactions in securities, and to
remove impediments to and perfect the mechanism of a free and open
market and a national market system. The Exchange believes that the
proposed rules will facilitate the listing and trading of Fund Shares
and will enhance competition among market participants, to the benefit
of investors and the marketplace.
---------------------------------------------------------------------------
\20\ 15 U.S.C. 78f.
\21\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
Nasdaq does not believe that the proposed rule change will impose
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the Exchange consents, the Commission will:
A. By order approve such proposed rule change, or
B. Institute proceedings to determine whether the proposed rule
change should be disapproved.
Nasdaq has requested accelerated approval of this proposed rule
change prior to the 30th day after the date of publication of the
notice of the filing thereof. The Commission has determined that a 15-
day comment period is appropriate in this case.
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-NASDAQ-2008-096 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-NASDAQ-2008-096. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room, 100 F Street,
NE., Washington, DC 20549, on official business days between the hours
of 10 a.m. and 3 p.m. Copies of the filing 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-NASDAQ-2008-096 and
[[Page 78419]]
should be submitted on or before January 6, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
---------------------------------------------------------------------------
\22\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8-30320 Filed 12-19-08; 8:45 am]
BILLING CODE 8011-01-P