Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto by NYSE Alternext US LLC Amending Rule 472-NYSE Alternext Equities (Communications With the Public), 9450-9452 [E9-4558]
Download as PDF
9450
Federal Register / Vol. 74, No. 41 / Wednesday, March 4, 2009 / Notices
Dated: February 26, 2009.
Elizabeth M. Murphy,
Secretary.
[FR Doc. E9–4564 Filed 3–3–09; 8:45 am]
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59451; File No. SR–
NYSEALTR–2009–10]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change and
Amendment No. 1 Thereto by NYSE
Alternext US LLC Amending Rule 472–
NYSE Alternext Equities
(Communications With the Public)
February 25, 2009.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on February
5, 2009, NYSE Alternext US LLC (the
‘‘Exchange’’ or ‘‘NYSE Alternext’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II, below, which Items have
been prepared by the self-regulatory
organization. The Exchange filed the
proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
Section 19(b)(3)(A)(iii) of the Act 4 and
Rule 19b–4(f)(6) thereunder.5 NYSE
Alternext filed Amendment No. 1 to the
proposed rule change on February 12,
2009.6 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 proposes to amend
Rule 472–NYSE Alternext Equities to
conform with proposed amendments to
corresponding NYSE Rule 472
submitted in a companion filing by the
New York Stock Exchange LLC
(‘‘NYSE’’).7
1 15
U.S.C.78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
4 15 U.S.C. 78s(b)(3)(A)(iii).
5 17 CFR 240.19b–4(f)(6).
6 Amendment No. 1 removed unnecessary
language regarding the operative date of the
proposed rule change.
7 See SR–NYSE–2009–14 (submitted on February
5, 2009).
2 15
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15:08 Mar 03, 2009
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to amend Rule 472–NYSE
Alternext Equities to conform with
proposed amendments to corresponding
NYSE Rule 472, submitted in a
companion filing by the NYSE, which
itself conforms with amendments to
corresponding FINRA Incorporated
NYSE Rule 472 recently filed by FINRA
and approved by the Commission.
Background
As described more fully in a related
rule filing,8 NYSE Euronext acquired
The Amex Membership Corporation
(‘‘AMC’’) pursuant to an Agreement and
Plan of Merger, dated January 17, 2008
(the ‘‘Merger’’). In connection with the
Merger, the Exchange’s predecessor, the
American Stock Exchange LLC
(‘‘Amex’’), a subsidiary of AMC, became
a subsidiary of NYSE Euronext called
NYSE Alternext US LLC, and continues
to operate as a national securities
exchange registered under Section 6 of
the Act.9 The effective date of the
Merger was October 1, 2008.
In connection with the Merger, on
December 1, 2008, the Exchange
relocated all equities trading conducted
on the Exchange legacy trading systems
and facilities located at 86 Trinity Place,
New York, New York, to trading systems
and facilities located at 11 Wall Street,
New York, New York (the ‘‘Equities
Relocation’’). The Exchange’s equity
trading systems and facilities at 11 Wall
Street (the ‘‘NYSE Alternext Trading
8 See Securities Exchange Act Release No. 58673
(September 29, 2008), 73 FR 57707 (October 3,
2008) (SR–NYSE–2008–60 and SR–Amex 2008–62)
(approving the Merger).
9 15 U.S.C. 78f.
PO 00000
Frm 00069
Fmt 4703
Sfmt 4703
Systems’’) are operated by the NYSE on
behalf of the Exchange.10
As part of the Equities Relocation,
NYSE Alternext adopted NYSE Rules 1–
1004, subject to such changes as
necessary to apply the Rules to the
Exchange, as the NYSE Alternext
Equities Rules to govern trading on the
NYSE Alternext Trading Systems.11 The
NYSE Alternext Equities Rules, which
became operative on December 1, 2008,
are substantially identical to the current
NYSE Rules 1–1004 and the Exchange
continues to update the NYSE Alternext
Equities Rules as necessary to conform
with rule changes to corresponding
NYSE Rules filed by the NYSE.
Proposed Conforming Amendments to
NYSE Alternext Equities Rules
As noted above, the Exchange
proposes to amend Rule 472—NYSE
Alternext Equities to conform with
proposed amendments to corresponding
NYSE Rule 472 submitted in a
companion filing by the NYSE. As
discussed in more detail below, the
NYSE is filing the proposed rule change
to harmonize NYSE Rule 472 with
changes to corresponding Incorporated
NYSE Rule 472 recently filed by the
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) and approved
by the Commission.12 The Exchange is
proposing to adopt the NYSE’s proposed
rule change in the form that it was filed
with the Commission, subject to such
technical changes as are necessary to
apply the changes to the Exchange. The
Exchange further proposes that the
operative date of the rule change be the
same as the operative date of the NYSE’s
proposed rule change, on which this
filing is based.
FINRA amended NASD Rules 2210
(Communications with the Public) and
2211 (Institutional Sales Material and
Correspondence) and FINRA
Incorporated NYSE Rule 472
(Communications with the Public) to
remove, in certain circumstances, the
10 See Securities Exchange Act Release No. 58705
(October 1, 2008), 73 FR 58995 (October 8, 2008)
(SR–Amex 2008–63) (approving the Equities
Relocation).
11 See Securities Exchange Act Release No. 58705
(October 1, 2008), 73 FR 58995 (October 8, 2008)
(SR–Amex 2008–63); Securities Exchange Act
Release No. 58833 (October 22, 2008), 73 FR 64642
(October 30, 2008) (SR–NYSE–2008–106);
Securities Exchange Act Release No. 58839 (October
23, 2008), 73 FR 64645 (October 30, 2008) (SR–
NYSEALTR–2008–03); Securities Exchange Act
Release No. 59022 (November 26, 2008), 73 FR
73683 (December 3, 2008) (SR–NYSEALTR–2008–
10); and Securities Exchange Act Release No. 59027
(November 28, 2008), 73 FR 73681 (December 3,
2008) (SR–NYSEALTR–2008–11).
12 See Securities Exchange Act Release No. 59096
(December 12, 2008), 73 FR 77085 (December 18,
2008) (SR–FINRA–2008–044).
E:\FR\FM\04MRN1.SGM
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Federal Register / Vol. 74, No. 41 / Wednesday, March 4, 2009 / Notices
pre-approval requirements for the use of
‘‘market letters.’’ 13
Specifically, FINRA created a new
definition of the term ‘‘market letter’’ in
NASD Rule 2211 and modified the
definition in FINRA Incorporated NYSE
Rule 472 to mean any communication
specifically excepted from the definition
of ‘‘research report’’ under NASD Rule
2711(a)(9)(A) and FINRA Incorporated
NYSE Rule 472.10(2)(a). In addition,
FINRA amended the definition of ‘‘sales
literature’’ in NASD Rule 2210 to
exclude market letters. FINRA also
amended FINRA Incorporated NYSE
Rule 472 to eliminate the requirement
that a qualified person approve market
letters in advance of distribution.
Finally, FINRA amended the definition
of ‘‘correspondence’’ in NASD Rule
2211 to include market letters (as well
as any written letter or electronic mail
message) distributed by a member to
one or more of its existing retail
customers and fewer than 25
prospective retail customers within any
30 calendar-day period.
NYSE correspondingly proposes to
amend NYSE Rule 472 to conform to
FINRA’s approved amendments to the
incorporated version of the Rule. Under
the proposed amended NYSE Rule 472,
members and member organizations
would be permitted to distribute
‘‘market letters,’’ as redefined, to
customers and the public without
obtaining prior approval by a
supervisory analyst or qualified person.
As redefined under the proposed
amendments, ‘‘market letters’’ would
comprise any communication that is
excepted from the definition of
‘‘research report’’ contained in NYSE
Rule 472.10(2)(a). As communications
with the public, market letters remain
subject to the supervision and review
requirements of NYSE Rule 342.17,
which require each member and
member organization to establish
written policies and procedures that are
appropriate for their business, size,
structure and customers for the review
of such communications.14
The Exchange proposes to
correspondingly amend Rule 472—
NYSE Alternext Equities in the form
proposed by the NYSE, subject to such
changes as are necessary to apply the
proposed changes to the Exchange. The
Exchange also proposes to add ‘‘-NYSE
13 See Securities Exchange Act Release No. 59096
(December 12, 2008), 73 FR 77085 (December 18,
2008).
14 FINRA has proposed to amend the current
requirements governing the supervision and review
of correspondence, including FINRA Incorporated
NYSE Rule 342.17 and NASD Rule 3010. See
Regulatory Notice 08–24 (May 2008).
VerDate Nov<24>2008
15:08 Mar 03, 2009
Jkt 217001
Alternext Equities’’ to the title of the
Rule.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,15 in general, and
further the objectives of Section 6(b)(5)
of the Act,16 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, 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
proposed rule change also supports the
principles of Section 11A(a)(1) 17 of the
Act in that it seeks to ensure the
economically efficient execution of
securities transactions and fair
competition among brokers and dealers
and among exchange markets.
The Exchange believes that the
proposed rule change supports the
objectives of the Act by providing
greater harmonization among NYSE
Rules, NYSE Alternext Equities Rules
and FINRA Rules of similar purpose,
resulting in less burdensome and more
efficient regulatory compliance for their
common members and member
organizations. To the extent the
Exchange has proposed changes that
differ from the proposed NYSE version
of Rule 472, such changes are technical
in nature and do not change the
substance of the proposed NYSE
Alternext Equities Rule.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange 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
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange believes that the
proposal qualifies for immediate
effectiveness upon filing as a noncontroversial rule change in accordance
with Section 19(b)(3)(A) of the Act 18
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
17 15 U.S.C. 78k–1(a)(1).
18 15 U.S.C. 78s(b)(3)(A).
16 15
PO 00000
Frm 00070
Fmt 4703
and Rule 19b–4(f)(6) 19 thereunder. The
Exchange asserts that the proposed rule
change (i) will not significantly affect
the protection of investors or the public
interest, (ii) will not impose any
significant burden on competition, and
(iii) by its terms, will not become
operative for 30 days after the date of
this filing, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest. In
addition, the Exchange provided the
Commission with written notice of its
intent to file the proposed rule change,
along with a brief description and text
of the proposed rule change, at least five
business days prior to the date of filing.
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule19b–4(f)(6)(iii),20 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange believes the waiver
of this period will allow it to conform
its rule to NYSE and FINRA rules
without delay and ensure that there is
no regulatory gap among those rules.
The Commission has determined that
waiving the 30-day operative delay of
the Exchange’s proposal is consistent
with the protection of investors and the
public interest because such waiver will
allow the Exchange to promptly
conform its rule to NYSE and FINRA
rules and ensure elimination of any
potential regulatory gap.21 Therefore,
the Commission designates the proposal
as operative 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.
19 17
CFR 240.19b–4(f)(6).
CFR 240.19b–4(f)(6)(iii).
21 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
20 17
15 15
Sfmt 4703
9451
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9452
Federal Register / Vol. 74, No. 41 / Wednesday, March 4, 2009 / Notices
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
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–NYSEALTR–2009–10 on
the subject line.
[Release No. 34–59457; File No. SR–BATS–
2009–006]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend BATS Rule
11.9, Entitled ‘‘Orders and Modifiers’’
February 26, 2009.
Pursuant to Section 19(b)(1) of the
Paper Comments
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
• Send paper comments in triplicate
notice is hereby given that on February
to Elizabeth M. Murphy, Securities and
20, 2009, BATS Exchange, Inc. (‘‘BATS’’
Exchange Commission, 100 F Street,
or the ‘‘Exchange’’) filed with the
NE., Washington, DC 20549–1090.
Securities and Exchange Commission
All submissions should refer to File
(‘‘Commission’’) the proposed rule
Number SR–NYSEALTR–2009–10. This change as described in Items I and II
file number should be included on the
below, which Items have been prepared
subject line if e-mail is used. To help the by the Exchange. The Exchange has
designated this proposal as a ‘‘nonCommission process and review your
controversial’’ proposed rule change
comments more efficiently, please use
only one method. The Commission will pursuant to Section 19(b)(3)(A) of the
post all comments on the Commission’s Act 3 and Rule 19b–4(f)(6)(iii)
thereunder,4 which renders it effective
Internet Web site (https://www.sec.gov/
upon filing with the Commission. The
rules/sro.shtml). Copies of the
Commission is publishing this notice to
submission, all subsequent
solicit comments on the proposed rule
amendments, all written statements
change from interested persons.
with respect to the proposed rule
change that are filed with the
I. Self-Regulatory Organization’s
Commission, and all written
Statement of the Terms of Substance of
the Proposed Rule Change
communications relating to the
proposed rule change between the
The Exchange is proposing to amend
Commission and any person, other than BATS Rule 11.9, entitled ‘‘Orders and
those that may be withheld from the
Modifiers,’’ to provide for a new order
public in accordance with the
type, a Partial Post Only at Limit Order.
provisions of 5 U.S.C. 552, will be
In addition, the Exchange is proposing
available for inspection and copying in
to eliminate an Exchange order
the Commission’s Public Reference
processing behavior described in Rule
Room, 100 F Street, NE., Washington,
11.9(c)(4) and (c)(5) as the ‘‘price sliding
DC 20549–1090. Copies of the filing will process’’ due to the fact that this
functionality is rarely selected by Users
also be available for inspection and
of the Exchange.
copying at the NYSE’s principal office
The text of the proposed rule change
and on its Internet Web site at https://
is available at the Exchange’s website at
www.nyse.com. All comments received
https://www.batstrading.com, at the
will be posted without change; the
principal office of the Exchange, and at
Commission does not edit personal
the Commission’s Public Reference
identifying information from
Room.
submissions. You should submit only
information that you wish to make
II. Self-Regulatory Organization’s
available publicly. All submissions
Statement of the Purpose of, and
should refer to File Number SR–
Statutory Basis for, the Proposed Rule
NYSEALTR–2009–10 and should be
Change
submitted on or before March 25, 2009.
In its filing with the Commission, the
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–4558 Filed 3–3–09; 8:45 am]
BILLING CODE 8011–01–P
22 17
15:08 Mar 03, 2009
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6)(iii).
2 17
CFR 200.30–3(a)(12).
VerDate Nov<24>2008
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
Jkt 217001
PO 00000
Frm 00071
Fmt 4703
Sfmt 4703
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to provide a new order type
to Users of the Exchange, a Partial Post
Only at Limit Order. The Exchange
currently allows Users to enter BATS
Post Only Orders,5 which do not remove
liquidity from the Exchange. Frequently,
Exchange Users utilize BATS Post Only
Orders because such Users do not want
to be charged the access fee for
removing liquidity from the BATS
Book.6 However, if such Users could
receive a price better than their limit
price (i.e., price improvement), then the
Exchange believes that such Users may
wish to remove that liquidity and pay
the access fee. In addition, regardless of
whether any part of the order is
executed with price improvement, the
Exchange believes that some Users of
BATS Post Only Orders would be
willing to remove from the BATS Book
a certain amount of liquidity at the
order’s limit price if the residual of the
order could then post to the BATS Book
at that limit price. Accordingly, as
proposed, the new order type will
enable Users to: (i) enter an order to the
Exchange that will remove liquidity
from the Exchange when the order will
receive price improvement; and (ii)
designate a ‘‘Maximum Remove
Percentage,’’ instructing the Exchange to
execute up to a designated percentage of
the order size remaining after any
applicable price improvement execution
by removing liquidity at the order’s
limit price if the residual, after
executions at the limit price, can be
posted on the BATS Book.7
If no Maximum Remove Percentage is
entered, then a Partial Post Only at
Limit Order will only remove liquidity
to the extent the order will obtain price
improvement from its limit price. If no
price improvement on an order is
obtained, but a Maximum Remove
5 As
defined in Exchange Rule 11.9(c)(5).
Exchange currently charges $0.0025 per
share removed from the BATS Book, except for
securities priced below $1.00, for which no access
fee is charged.
7 Because the Exchange cannot post a bid or offer
with a partial share amount (e.g., 99.9 shares), any
Maximum Remove Percentage that would result in
such an amount will be rounded down to the next
whole share amount (e.g., 99 shares).
6 The
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Agencies
[Federal Register Volume 74, Number 41 (Wednesday, March 4, 2009)]
[Notices]
[Pages 9450-9452]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-4558]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59451; File No. SR-NYSEALTR-2009-10]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto by
NYSE Alternext US LLC Amending Rule 472-NYSE Alternext Equities
(Communications With the Public)
February 25, 2009.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on February 5, 2009, NYSE Alternext US LLC (the
``Exchange'' or ``NYSE Alternext'') filed with the Securities and
Exchange Commission (the ``Commission'') the proposed rule change as
described in Items I and II, below, which Items have been prepared by
the self-regulatory organization. The Exchange filed the proposal as a
``non-controversial'' proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \4\ and Rule 19b-4(f)(6) thereunder.\5\
NYSE Alternext filed Amendment No. 1 to the proposed rule change on
February 12, 2009.\6\ 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\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
\4\ 15 U.S.C. 78s(b)(3)(A)(iii).
\5\ 17 CFR 240.19b-4(f)(6).
\6\ Amendment No. 1 removed unnecessary language regarding the
operative date of the proposed rule change.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 472-NYSE Alternext Equities to
conform with proposed amendments to corresponding NYSE Rule 472
submitted in a companion filing by the New York Stock Exchange LLC
(``NYSE'').\7\
---------------------------------------------------------------------------
\7\ See SR-NYSE-2009-14 (submitted on February 5, 2009).
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to amend Rule 472-NYSE
Alternext Equities to conform with proposed amendments to corresponding
NYSE Rule 472, submitted in a companion filing by the NYSE, which
itself conforms with amendments to corresponding FINRA Incorporated
NYSE Rule 472 recently filed by FINRA and approved by the Commission.
Background
As described more fully in a related rule filing,\8\ NYSE Euronext
acquired The Amex Membership Corporation (``AMC'') pursuant to an
Agreement and Plan of Merger, dated January 17, 2008 (the ``Merger'').
In connection with the Merger, the Exchange's predecessor, the American
Stock Exchange LLC (``Amex''), a subsidiary of AMC, became a subsidiary
of NYSE Euronext called NYSE Alternext US LLC, and continues to operate
as a national securities exchange registered under Section 6 of the
Act.\9\ The effective date of the Merger was October 1, 2008.
---------------------------------------------------------------------------
\8\ See Securities Exchange Act Release No. 58673 (September 29,
2008), 73 FR 57707 (October 3, 2008) (SR-NYSE-2008-60 and SR-Amex
2008-62) (approving the Merger).
\9\ 15 U.S.C. 78f.
---------------------------------------------------------------------------
In connection with the Merger, on December 1, 2008, the Exchange
relocated all equities trading conducted on the Exchange legacy trading
systems and facilities located at 86 Trinity Place, New York, New York,
to trading systems and facilities located at 11 Wall Street, New York,
New York (the ``Equities Relocation''). The Exchange's equity trading
systems and facilities at 11 Wall Street (the ``NYSE Alternext Trading
Systems'') are operated by the NYSE on behalf of the Exchange.\10\
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release No. 58705 (October 1,
2008), 73 FR 58995 (October 8, 2008) (SR-Amex 2008-63) (approving
the Equities Relocation).
---------------------------------------------------------------------------
As part of the Equities Relocation, NYSE Alternext adopted NYSE
Rules 1-1004, subject to such changes as necessary to apply the Rules
to the Exchange, as the NYSE Alternext Equities Rules to govern trading
on the NYSE Alternext Trading Systems.\11\ The NYSE Alternext Equities
Rules, which became operative on December 1, 2008, are substantially
identical to the current NYSE Rules 1-1004 and the Exchange continues
to update the NYSE Alternext Equities Rules as necessary to conform
with rule changes to corresponding NYSE Rules filed by the NYSE.
---------------------------------------------------------------------------
\11\ See Securities Exchange Act Release No. 58705 (October 1,
2008), 73 FR 58995 (October 8, 2008) (SR-Amex 2008-63); Securities
Exchange Act Release No. 58833 (October 22, 2008), 73 FR 64642
(October 30, 2008) (SR-NYSE-2008-106); Securities Exchange Act
Release No. 58839 (October 23, 2008), 73 FR 64645 (October 30, 2008)
(SR-NYSEALTR-2008-03); Securities Exchange Act Release No. 59022
(November 26, 2008), 73 FR 73683 (December 3, 2008) (SR-NYSEALTR-
2008-10); and Securities Exchange Act Release No. 59027 (November
28, 2008), 73 FR 73681 (December 3, 2008) (SR-NYSEALTR-2008-11).
---------------------------------------------------------------------------
Proposed Conforming Amendments to NYSE Alternext Equities Rules
As noted above, the Exchange proposes to amend Rule 472--NYSE
Alternext Equities to conform with proposed amendments to corresponding
NYSE Rule 472 submitted in a companion filing by the NYSE. As discussed
in more detail below, the NYSE is filing the proposed rule change to
harmonize NYSE Rule 472 with changes to corresponding Incorporated NYSE
Rule 472 recently filed by the Financial Industry Regulatory Authority,
Inc. (``FINRA'') and approved by the Commission.\12\ The Exchange is
proposing to adopt the NYSE's proposed rule change in the form that it
was filed with the Commission, subject to such technical changes as are
necessary to apply the changes to the Exchange. The Exchange further
proposes that the operative date of the rule change be the same as the
operative date of the NYSE's proposed rule change, on which this filing
is based.
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\12\ See Securities Exchange Act Release No. 59096 (December 12,
2008), 73 FR 77085 (December 18, 2008) (SR-FINRA-2008-044).
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FINRA amended NASD Rules 2210 (Communications with the Public) and
2211 (Institutional Sales Material and Correspondence) and FINRA
Incorporated NYSE Rule 472 (Communications with the Public) to remove,
in certain circumstances, the
[[Page 9451]]
pre-approval requirements for the use of ``market letters.'' \13\
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\13\ See Securities Exchange Act Release No. 59096 (December 12,
2008), 73 FR 77085 (December 18, 2008).
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Specifically, FINRA created a new definition of the term ``market
letter'' in NASD Rule 2211 and modified the definition in FINRA
Incorporated NYSE Rule 472 to mean any communication specifically
excepted from the definition of ``research report'' under NASD Rule
2711(a)(9)(A) and FINRA Incorporated NYSE Rule 472.10(2)(a). In
addition, FINRA amended the definition of ``sales literature'' in NASD
Rule 2210 to exclude market letters. FINRA also amended FINRA
Incorporated NYSE Rule 472 to eliminate the requirement that a
qualified person approve market letters in advance of distribution.
Finally, FINRA amended the definition of ``correspondence'' in NASD
Rule 2211 to include market letters (as well as any written letter or
electronic mail message) distributed by a member to one or more of its
existing retail customers and fewer than 25 prospective retail
customers within any 30 calendar-day period.
NYSE correspondingly proposes to amend NYSE Rule 472 to conform to
FINRA's approved amendments to the incorporated version of the Rule.
Under the proposed amended NYSE Rule 472, members and member
organizations would be permitted to distribute ``market letters,'' as
redefined, to customers and the public without obtaining prior approval
by a supervisory analyst or qualified person. As redefined under the
proposed amendments, ``market letters'' would comprise any
communication that is excepted from the definition of ``research
report'' contained in NYSE Rule 472.10(2)(a). As communications with
the public, market letters remain subject to the supervision and review
requirements of NYSE Rule 342.17, which require each member and member
organization to establish written policies and procedures that are
appropriate for their business, size, structure and customers for the
review of such communications.\14\
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\14\ FINRA has proposed to amend the current requirements
governing the supervision and review of correspondence, including
FINRA Incorporated NYSE Rule 342.17 and NASD Rule 3010. See
Regulatory Notice 08-24 (May 2008).
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The Exchange proposes to correspondingly amend Rule 472--NYSE
Alternext Equities in the form proposed by the NYSE, subject to such
changes as are necessary to apply the proposed changes to the Exchange.
The Exchange also proposes to add ``-NYSE Alternext Equities'' to the
title of the Rule.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\15\ in general, and further the
objectives of Section 6(b)(5) of the Act,\16\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
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 proposed rule change also supports the principles
of Section 11A(a)(1) \17\ of the Act in that it seeks to ensure the
economically efficient execution of securities transactions and fair
competition among brokers and dealers and among exchange markets.
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\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
\17\ 15 U.S.C. 78k-1(a)(1).
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The Exchange believes that the proposed rule change supports the
objectives of the Act by providing greater harmonization among NYSE
Rules, NYSE Alternext Equities Rules and FINRA Rules of similar
purpose, resulting in less burdensome and more efficient regulatory
compliance for their common members and member organizations. To the
extent the Exchange has proposed changes that differ from the proposed
NYSE version of Rule 472, such changes are technical in nature and do
not change the substance of the proposed NYSE Alternext Equities Rule.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange 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
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange believes that the proposal qualifies for immediate
effectiveness upon filing as a non-controversial rule change in
accordance with Section 19(b)(3)(A) of the Act \18\ and Rule 19b-
4(f)(6) \19\ thereunder. The Exchange asserts that the proposed rule
change (i) will not significantly affect the protection of investors or
the public interest, (ii) will not impose any significant burden on
competition, and (iii) by its terms, will not become operative for 30
days after the date of this filing, or such shorter time as the
Commission may designate, if consistent with the protection of
investors and the public interest. In addition, the Exchange provided
the Commission with written notice of its intent to file the proposed
rule change, along with a brief description and text of the proposed
rule change, at least five business days prior to the date of filing.
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\18\ 15 U.S.C. 78s(b)(3)(A).
\19\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative prior to 30 days after the date of the filing.
However, pursuant to Rule19b-4(f)(6)(iii),\20\ the Commission may
designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing. The Exchange believes the
waiver of this period will allow it to conform its rule to NYSE and
FINRA rules without delay and ensure that there is no regulatory gap
among those rules. The Commission has determined that waiving the 30-
day operative delay of the Exchange's proposal is consistent with the
protection of investors and the public interest because such waiver
will allow the Exchange to promptly conform its rule to NYSE and FINRA
rules and ensure elimination of any potential regulatory gap.\21\
Therefore, the Commission designates the proposal as operative 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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\20\ 17 CFR 240.19b-4(f)(6)(iii).
\21\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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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.
[[Page 9452]]
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-NYSEALTR-2009-10 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Securities and Exchange Commission, 100 F Street, NE., Washington, DC
20549-1090.
All submissions should refer to File Number SR-NYSEALTR-2009-10. 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 20549-1090. Copies of the filing will also be
available for inspection and copying at the NYSE's principal office and
on its Internet Web site at https://www.nyse.com. 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-NYSEALTR-2009-10 and should be submitted
on or before March 25, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-4558 Filed 3-3-09; 8:45 am]
BILLING CODE 8011-01-P