Self-Regulatory Organizations; International Securities Exchange, LLC; Order Approving Proposed Rule Change Relating to Alternative Primary Market Makers, 4062-4063 [E9-1230]
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Federal Register / Vol. 74, No. 13 / Thursday, January 22, 2009 / Notices
receives securities of another
investment company as a dividend or as
a result of a plan of reorganization of a
company (other than a plan devised for
the purpose of evading section 12(d)(1)
of the Act); or (b) acquires (or is deemed
to have acquired) securities of another
investment company pursuant to
exemptive relief from the Commission
permitting such Underlying Fund to: (i)
Acquire securities of one or more
investment companies for short-term
cash management purposes, or (ii)
engage in interfund borrowing and
lending transactions.
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–1083 Filed 1–21–09; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59250; File No. SR–ISE–
2008–90]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Order Approving Proposed Rule
Change Relating to Alternative Primary
Market Makers
I. Introduction
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
FEDERAL REGISTER CITATION OF PREVIOUS
ANNOUNCEMENT: [74 FR 1734, January
13, 2009].
PLACE:
BILLING CODE 8011–01–P
January 14, 2009.
BILLING CODE 8011–01–P
STATUS:
Dated: January 15, 2009.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–1241 Filed 1–21–09; 8:45 am]
Closed Meeting.
100 F Street, NE., Washington,
DC.
DATE AND TIME OF PREVIOUSLY ANNOUNCED
MEETING: Thursday, January 15, 2009 at
On November 21, 2008, the
International Securities Exchange, LLC
(‘‘ISE’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (the ‘‘Act’’),1 and Rule 19b–4
thereunder,2 a proposed rule change
relating to the introduction of
Alternative Primary Market Makers
(‘‘Alternative PMMs’’) on the Exchange.
The proposed rule change was
published for comment in the Federal
Register on December 15, 2008.3 The
Commission received no comments on
the proposal. This order approves the
proposed rule change.
1 p.m.
II. Description of the Proposal
Additional
Item.
The following item has been added to
the Thursday, January 15, 2009 Closed
Meeting agenda:
A matter related to a financial
institution.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552(b)(c)(7), (8) (9)(B) and and 17
CFR 200.402(a)(7), (8) and (9)(B) permit
consideration of the scheduled matter at
the Closed Meeting.
Commissioner Aguilar, as duty
officer, determined that Commission
business required the above change and
that no earlier notice thereof was
possible.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items. For further
information and to ascertain what, if
any, matters have been added, deleted
or postponed, please contact the Office
of the Secretary at (202) 551–5400.
The Exchange proposes to amend ISE
Rule 802 to provide for Alternative
PMMs. Currently, when the ISE lists
new options classes, it allocates them to
one of its Primary Market Makers
(‘‘PMMs’’) under ISE Rule 802. Pursuant
to power delegated to the Board, an
Allocation Committee, which consists of
representatives of Electronic Access
Members, makes allocation decisions
according to the guidelines contained in
ISE Rule 802. Under ISE Rule 802,
allocations are voluntary.4 To better
enable the Exchange to list and retain
options classes that PMMs do not wish
rmajette on PRODPC74 with NOTICES
CHANGE IN THE MEETING:
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14:47 Jan 21, 2009
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1 15
U.S.C. 78s(b)(1).
CFR 240.19b-4.
3 See Securities Exchange Act Release No. 59053
(December 4, 2008), 73 FR 76078 (the ‘‘Notice’’).
4 According to ISE, at times, the Exchange is
unable to list new products because existing PMMs
are not interested in trading the options class. At
other times, ISE must delist certain products due to
lack of PMM interest. ISE represents that this occurs
most frequently with respect to options on stocks
that have pending corporate actions and options
products that are not listed at any other options
exchange. ISE believes that despite the lack of PMM
interest, these products may be of interest to other
market making firms at the Exchange.
2 17
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Sfmt 4703
to trade, ISE proposes to appoint
Competitive Market Makers (‘‘CMMs’’)
that meet certain qualifications as
Alternative PMMs when none of the
PMMs want an allocation.5
Under the proposal, if no PMMs or
Second Market PMMs (as applicable)
want the allocation, the Alternative
PMMs would be offered the opportunity
to serve as PMM in the options class in
accordance with the Exchange’s regular
allocation procedures. Once appointed
to an options class, the Alternative
PMM would have all of the
responsibilities and privileges of a PMM
under the ISE Rules with respect to all
appointed options classes.6 If an
Alternative PMM ceases trading of an
options class, that options class will be
reallocated by the Exchange. An
Alternative PMM will not have any
transferable rights in options classes to
which it is appointed nor will it have
any PMM voting rights.
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.7 In particular, the
Commission finds that the proposal is
consistent with Section 6(b)(5) of the
Act,8 which requires that an exchange
have rules designed to promote just and
equitable principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
The Commission believes that the
proposed rule change, which is
intended to allow the Exchange to
allocate more new products and to
facilitate the continued listing of
existing products, is consistent with the
Act. The Commission believes that the
introduction of Alternative PMMs on
5 Only CMMs that own or lease CMM Rights shall
be eligible to be appointed as an Alternative PMM.
That is, Electronic Access Members acting as
market makers in the Second Market will not be
eligible to be appointed as Alternative PMMs.
6 For example, Alternative PMMs would enjoy
privileges that include, among other things,
participation rights and small order execution
preference while accepting responsibilities that
include, among other things, the obligation to
provide continuous quotations in the options class
to which the Alternative PMM is appointed, and the
obligation to conduct the opening rotation on a
daily basis for as long as the Alternative PMM is
appointed to that options class.
7 In approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
8 15 U.S.C. 78f(b)(5).
E:\FR\FM\22JAN1.SGM
22JAN1
Federal Register / Vol. 74, No. 13 / Thursday, January 22, 2009 / Notices
the Exchange should add liquidity to
the market in the options classes that
PMMs on the Exchange decline to seek
an allocation, and therefore should
provide trading opportunities that
should benefit all market participants.
In addition, the Commission notes that
Alternative PMMs will have all of the
responsibilities and all of the privileges
of a PMM under the ISE’s rules with
respect to all appointed options classes.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,9 that the
proposed rule change (SR–ISE–2008–90)
be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–1230 Filed 1–21–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59097; File No. SR–FINRA–
2008–057]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Update Rule CrossReferences and Make Other Various
Non-Substantive Technical Changes to
FINRA Rules
Correction
In notice document E8–30319
beginning on page 78412 in the issue of
Monday, December 22, 2008, make the
following correction:
On page 78412, the subject should
read as set forth above.
[FR Doc. Z8–30319 Filed 1–21–09; 8:45 am]
BILLING CODE 1505–01–D
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59247; File No. SR–Phlx–
2008–87]
rmajette on PRODPC74 with NOTICES
Self-Regulatory Organizations;
NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending the
Phlx Fee Schedule
January 14, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
9 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
10 17
VerDate Nov<24>2008
14:47 Jan 21, 2009
Jkt 217001
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
31, 2008, NASDAQ OMX PHLX, Inc.
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
substantially prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
parties.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Summary of Equity Option, and MNX,
NDX, RUT and RMN Charges; Summary
of Index Option Charges; and Summary
of U.S Dollar-Settled Foreign Currency
Option Charges fee schedules.
Specifically, the Exchange proposes to
assess an option transaction charge of
$0.08 per contract side for specialists
and Registered Options Traders
(‘‘ROTs’’), including Streaming Quote
Traders (‘‘SQTs’’) 3 and Remote
Streaming Quote Traders (‘‘RSQTs’’) 4
on contracts that are executed
electronically as part of a Complex
Order 5 in equity options on the
Exchange’s electronic trading platform
for options, Phlx XL.6 Market
participants other than specialists and
ROTs would be assessed the applicable
current equity options transaction
charge.
The Exchange proposes to assess any
applicable option transaction charges to
participants, including specialists and
ROTs, on contracts in Index Options
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 An SQT is an Exchange Registered Options
Trader (‘‘ROT’’) who has received permission from
the Exchange to generate and submit option
quotations electronically through an electronic
interface with AUTOM via an Exchange approved
proprietary electronic quoting device in eligible
options to which such SQT is assigned. See
Exchange Rule 1014(b)(ii)(A).
4 An RSQT is an ROT and participant in the
Exchange’s electronic trading system, ‘‘Phlx XL’’
who has received permission from the Exchange to
trade in options for his own account, and to
generate and submit option quotations
electronically from off the floor of the Exchange
through AUTOM in eligible options to which such
RSQT has been assigned. See Exchange Rule
1014(b)(ii)(B).
5 A Complex Order is composed of two or more
option components and is priced as a single order
(a ‘‘Complex Order Strategy’’) on a net debit or net
credit basis. See Exchange Rule 1080, Commentary
.08. For a complete description of the Exchange’s
Complex Order System, see Securities Exchange
Act Release No. 58361 (August 14, 2008), 73 FR
49529 (August 21, 2008) (SR–Phlx–2008–50).
6 See Securities Exchange Act Release No. 50100
(July 27, 2004), 69 FR 46612 (August 3, 2004) (SR–
Phlx–2003–59).
2 17
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4063
and U.S. Dollar-Settled Foreign
Currency Options that are executed
electronically as part of a Complex
Order.7
This proposal is effective upon filing
and will be implemented for
transactions settling on or after January
2, 2009.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nasdaqtrader.com/micro.
aspx?id=PHLXRulefilings.
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 aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to provide an incentive for
specialists and ROTs to provide
liquidity in Complex Orders sent to the
Exchange for execution, and to enhance
Exchange revenues, by assessing an
equity option transaction charge of
$0.08 per contract side for specialists
and ROTs instead of the current
applicable charges that apply to simple
option transactions in equity options.8
Respecting Complex Orders in equity
options for other market participants,
the equity option transaction charges in
effect on the Exchange for simple orders
would be assessed.
Respecting Complex Orders in index
and foreign currency options, the index
option and foreign currency option
7 This proposal and the Exhibits attached hereto
include amendments to the Exchange’s fee schedule
that were submitted on December 30, 2008 as part
of SR–Phlx–2008–86. Beginning with transactions
settling on or after January 2, 2009, the Exchange
will assess an option transaction charge of $0.22 per
contract for ROTs, $0.24 per contract for Firms that
submit proprietary orders, and $0.14 for Firm
facilitation orders. The Commission notes that the
preceding sentence refers to the ‘‘Summary of
Equity Option, and MNX, NDX, RUT and RMN
Charges’’ on the fee schedule as amended by File
No. Phlx–2008–86.
8 The Commission notes that prior to this filing,
Phlx did not assess transaction charges for Complex
Orders.
E:\FR\FM\22JAN1.SGM
22JAN1
Agencies
[Federal Register Volume 74, Number 13 (Thursday, January 22, 2009)]
[Notices]
[Pages 4062-4063]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-1230]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59250; File No. SR-ISE-2008-90]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Order Approving Proposed Rule Change Relating to Alternative
Primary Market Makers
January 14, 2009.
I. Introduction
On November 21, 2008, the International Securities Exchange, LLC
(``ISE'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission''), pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the ``Act''),\1\ and Rule 19b-4
thereunder,\2\ a proposed rule change relating to the introduction of
Alternative Primary Market Makers (``Alternative PMMs'') on the
Exchange. The proposed rule change was published for comment in the
Federal Register on December 15, 2008.\3\ The Commission received no
comments on the proposal. This order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 59053 (December 4,
2008), 73 FR 76078 (the ``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposal
The Exchange proposes to amend ISE Rule 802 to provide for
Alternative PMMs. Currently, when the ISE lists new options classes, it
allocates them to one of its Primary Market Makers (``PMMs'') under ISE
Rule 802. Pursuant to power delegated to the Board, an Allocation
Committee, which consists of representatives of Electronic Access
Members, makes allocation decisions according to the guidelines
contained in ISE Rule 802. Under ISE Rule 802, allocations are
voluntary.\4\ To better enable the Exchange to list and retain options
classes that PMMs do not wish to trade, ISE proposes to appoint
Competitive Market Makers (``CMMs'') that meet certain qualifications
as Alternative PMMs when none of the PMMs want an allocation.\5\
---------------------------------------------------------------------------
\4\ According to ISE, at times, the Exchange is unable to list
new products because existing PMMs are not interested in trading the
options class. At other times, ISE must delist certain products due
to lack of PMM interest. ISE represents that this occurs most
frequently with respect to options on stocks that have pending
corporate actions and options products that are not listed at any
other options exchange. ISE believes that despite the lack of PMM
interest, these products may be of interest to other market making
firms at the Exchange.
\5\ Only CMMs that own or lease CMM Rights shall be eligible to
be appointed as an Alternative PMM. That is, Electronic Access
Members acting as market makers in the Second Market will not be
eligible to be appointed as Alternative PMMs.
---------------------------------------------------------------------------
Under the proposal, if no PMMs or Second Market PMMs (as
applicable) want the allocation, the Alternative PMMs would be offered
the opportunity to serve as PMM in the options class in accordance with
the Exchange's regular allocation procedures. Once appointed to an
options class, the Alternative PMM would have all of the
responsibilities and privileges of a PMM under the ISE Rules with
respect to all appointed options classes.\6\ If an Alternative PMM
ceases trading of an options class, that options class will be
reallocated by the Exchange. An Alternative PMM will not have any
transferable rights in options classes to which it is appointed nor
will it have any PMM voting rights.
---------------------------------------------------------------------------
\6\ For example, Alternative PMMs would enjoy privileges that
include, among other things, participation rights and small order
execution preference while accepting responsibilities that include,
among other things, the obligation to provide continuous quotations
in the options class to which the Alternative PMM is appointed, and
the obligation to conduct the opening rotation on a daily basis for
as long as the Alternative PMM is appointed to that options class.
---------------------------------------------------------------------------
III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities exchange.\7\
In particular, the Commission finds that the proposal is consistent
with Section 6(b)(5) of the Act,\8\ which requires that an exchange
have rules designed to promote just and equitable principles of trade,
to remove impediments to and perfect the mechanism of a free and open
market and a national market system, and, in general, to protect
investors and the public interest.
---------------------------------------------------------------------------
\7\ In approving this proposed rule change, the Commission notes
that it has considered the proposed rule's impact on efficiency,
competition, and capital formation. 15 U.S.C. 78c(f).
\8\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Commission believes that the proposed rule change, which is
intended to allow the Exchange to allocate more new products and to
facilitate the continued listing of existing products, is consistent
with the Act. The Commission believes that the introduction of
Alternative PMMs on
[[Page 4063]]
the Exchange should add liquidity to the market in the options classes
that PMMs on the Exchange decline to seek an allocation, and therefore
should provide trading opportunities that should benefit all market
participants. In addition, the Commission notes that Alternative PMMs
will have all of the responsibilities and all of the privileges of a
PMM under the ISE's rules with respect to all appointed options
classes.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\9\ that the proposed rule change (SR-ISE-2008-90) be, and hereby
is, approved.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78s(b)(2).
\10\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-1230 Filed 1-21-09; 8:45 am]
BILLING CODE 8011-01-P