Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Rule 300.10T To Provide a Grace Period Under That Rule for NYSE Alternext U.S. LLC Member Organizations That Have Applied for a Trading License to Comply With Certain Exchange Rules, 9648-9651 [E9-4677]
Download as PDF
9648
Federal Register / Vol. 74, No. 42 / Thursday, March 5, 2009 / Notices
BILLING CODE 8011–01–C
SECURITIES AND EXCHANGE
COMMISSION
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[Release No. 34–59469; File No. SR–
NYSE–2009–19]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending Rule
300.10T To Provide a Grace Period
Under That Rule for NYSE Alternext
U.S. LLC Member Organizations That
Have Applied for a Trading License to
Comply With Certain Exchange Rules
February 27, 2009.
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 February
24, 2009, the New York Stock Exchange,
LLC (‘‘NYSE’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by NYSE. NYSE has
designated the proposed rule change as
constituting a non-controversial rule
change under Rule 19b–4(f)(6) under the
Act,3 which renders the proposal
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
jlentini on PROD1PC65 with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 300.10T to provide a grace period
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of
and basis for the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
NYSE Rule 300.10T to provide for a sixmonth grace period for NYSE Alternext
US LLC (‘‘NYSE Alternext’’) member
organizations that have applied for, but
not received a trading license, to comply
with certain Exchange rules. The
Exchange adopted Rule 300.10T to
provide a grace period for certain NYSE
Alternext member organizations seeking
to trade equities at the Exchange to
comply with the Exchange membership
requirements. The proposed amendment
seeks to clarify the rule to reflect the
original purpose of the provision. The
Exchange is submitting this proposed
filing to conform NYSE Rule 300.10T to
corresponding changes to Rule
300.10T—NYSE Alternext Equities, as
proposed by NYSE Alternext.4
1 15
2 17
VerDate Nov<24>2008
16:13 Mar 04, 2009
4 See SR–NYSEALTR–2009–16 (formally
submitted on February 24, 2009). Because NYSE
Jkt 217001
PO 00000
Frm 00065
Fmt 4703
Sfmt 4703
Background of Merger
As described more fully in a filing
submitted by the American Stock
Exchange LLC (‘‘Amex’’) (the ‘‘Merger
filing’’),5 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, Amex, a subsidiary of AMC,
became a subsidiary of NYSE Euronext
and was renamed NYSE Alternext U.S.
LLC, and continues to operate as a
national securities exchange registered
under Section 6 of the Securities
Exchange Act of 1934, as amended (the
‘‘Act’’).6 The effective date of the Merger
was October 1, 2008.
As described more fully in the Merger
filing, in connection with the Mergers,
Amex demutualized by separating all
trading rights from equity ownership in
Amex. As part of the demutualization,
all trading rights appurtenant to the
Amex Regular Members’ memberships
or Options Principal Members’ (‘‘OPM’’)
memberships were cancelled.
Immediately following the closing of the
Mergers, those persons and entities that
were authorized to trade on the Amex
before the closing of the Mergers were
deemed to have satisfied applicable
qualification requirements necessary to
trade in NYSE Alternext’s demutualized
marketplace and were issued a permit at
no cost to trade on NYSE Alternext (‘‘86
Trinity Permit’’). The 86 Trinity Permit
authorizes owners, lessees or nominees
of Amex Regular Members or OPMs,
Amex limited trading permit holders,
and Amex associate members who were
Alternext’s perspective of its member organizations
differs from those of the NYSE, the rule text
proposed by the NYSE is not identical to that
proposed by NYSE Alternext, but is the same in
substance.
5 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).
6 15 U.S.C. 78f.
E:\FR\FM\05MRN1.SGM
05MRN1
EN05MR09.002
under that rule for NYSE Alternext US
LLC member organizations that have
applied for a trading license to comply
with certain Exchange rules.
[FR Doc. E9–4738 Filed 3–4–09; 8:45 am]
Federal Register / Vol. 74, No. 42 / Thursday, March 5, 2009 / Notices
jlentini on PROD1PC65 with NOTICES
authorized to trade on the Amex
immediately before the Mergers to
continue to trade at NYSE Alternext’s
systems and facilities at 86 Trinity
Place, New York, New York (the ‘‘86
Trinity Trading Systems’’). NYSE
Alternext recognizes the former Amex
(i) owners, lessees, or nominees of
Regular Members or OPMs, (ii) limited
trading permit holders, and (iii)
associate members as either NYSE
Alternext member organizations or
members, as applicable.
In connection with the Merger, on
December 1, 2008, NYSE Alternext
relocated all equities trading conducted
on its 86 Trinity Trading Systems 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
NYSE Alternext.7
As part of the Equities Relocation,
NYSE Alternext adopted NYSE Rules 1–
1004, subject to such changes as
necessary to apply the Rules to NYSE
Alternext, as the NYSE Alternext
Equities Rules to govern trading on the
NYSE Alternext Trading Systems (the
‘‘Equities Rule filing’’).8 The NYSE
Alternext Equities Rules, which became
operative on December 1, 2008, are
substantially identical to the current
NYSE Rules 1–1004 and NYSE
Alternext continues to update the NYSE
Alternext Equities Rules as necessary to
conform with rule changes to
corresponding NYSE Rules filed by the
NYSE.
Similarly, NYSE Alternext will
relocate all options trading conducted
on the 86 Trinity Trading Systems to
new facilities of NYSE Alternext to be
located at 11 Wall Street, which
facilities will utilize a trading system
based on the options trading system
used by NYSE Arca, Inc. (‘‘NYSE Arca’’)
(‘‘Options Relocation,’’ and, together
with the Equities Relocation, the
‘‘Relocations’’). After the Options
7 See Securities Exchange Act Release No. 58705
(October 1, 2008), 73 FR 58995 (October 8, 2008)
(SR–Amex 2008–63) (approving the Equities
Relocation).
8 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).
VerDate Nov<24>2008
16:13 Mar 04, 2009
Jkt 217001
Relocation, no products will trade on 86
Trinity Trading Systems.
As set forth in more detail in the
Merger filing, an 86 Trinity Permit
holder is eligible to obtain an NYSE
Alternext equities trading license or
options trading permit (‘‘ATP’’)
pursuant to an expedited ‘‘waive in’’
process up to the Options Relocation
date. After the Equities Relocation, an
86 Trinity Permit entitles holders only
to trade products other than those that
have relocated to NYSE Alternext
Trading Systems. As a result of the
Equities Relocation, as well as the
discontinuation of Exchange Traded
Fund (‘‘ETF’’) and bond trading at 86
Trinity Place, 86 Trinity Permits
currently only entitle holders to trade
listed options on NYSE Alternext. After
the Options Relocation, the 86 Trinity
Permits will be cancelled.9 Stated
otherwise, an 86 Trinity Permit may not
be used to trade equities on NYSE
Alternext Trading Systems and a trading
license under Rule 300—NYSE
Alternext Equities must be obtained.
Upon the Options Relocation, a former
86 Trinity Permit holder will need an
ATP to trade options on NYSE Alternext
Trading Systems and the 86 Trinity
Permit will no longer entitle the holder
to trade any products at NYSE
Alternext.
NYSE Trading License Requirements
To trade at the Exchange, a broker
dealer must be an NYSE member
organization and obtain a trading
license pursuant to NYSE Rule 300.
Because the rules governing
membership for NYSE Alternext
Equities are identical to Exchange rules,
pursuant to NYSE Rule 2.10, an NYSE
Alternext member organization
approved under Rule 2(b)—NYSE
Alternext Equities is deemed approved
as an Exchange member organization. If
an 86 Trinity Permit holder seeks an
equities trading license under Rule
300—NYSE Alternext Equities, such 86
Trinity Permit holder is deemed
approved under Rule 2(b)—NYSE
Alternext Equities, and thus under
NYSE Rule 2.10, is deemed approved as
an NYSE member organization. If an 86
Trinity Permit holder does not apply for
an equities trading license under Rule
300—NYSE Alternext Equities, neither
the NYSE or NYSE Alternext Equities
member organization requirements are
triggered.
Pursuant to Rule 300.10T—NYSE
Alternext Equities, an NYSE Alternext
9 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).
PO 00000
Frm 00066
Fmt 4703
Sfmt 4703
9649
member organization that applies for an
equities trading license under Rule
300—NYSE Alternext Equities has a sixmonth grace period within which to
comply with NYSE Alternext Equities
membership requirements. Similarly,
NYSE Rule 300.10T provides a sixmonth grace period for those NYSE
Alternext member organizations that are
deemed approved as an NYSE member
organization under NYSE Rule 2.10 and
were a valid 86 Trinity Permit holder to
comply with Exchange membership
requirements.
As described in more detail in the
rule filing adopting Rule 300.10T,10 the
six-month grace period provides time
for NYSE Alternext member
organizations to comply with NYSE
Rules 2 (defining the terms members
and member organizations), 300–308
(governing the admission of members
and member organizations), 311 (the
formation and approval of member
organizations), 312 (changes within
member organizations), and 313
(submission of partnership articles and
corporate documents) (collectively, the
‘‘NYSE Member Organization Rules’’).
Among the differing requirements of
the NYSE Member Organization Rules
as compared to the Amex rules that
governed membership at the Amex
before the Merger, an Exchange member
organization must be a member of the
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’). In addition,
unlike the Amex rules, NYSE Rule
313.20 requires member organizations to
submit to the Exchange an opinion of
counsel that a member corporation’s
stock is validly issued and outstanding
and that the restrictions and provisions
required by the Exchange on the
transfer, issuance, conversion and
redemption of its stock have been made
legally effective.
The current six-month grace period
under Rule 300.10T begins to run from
the date that an NYSE Alternext
member organization receives its
equities trading license in exchange for
the equities portion of a valid 86 Trinity
Permit. However, a subset of NYSE
Alternext member organizations that
have applied for a trading license are
not FINRA members. As a result, such
NYSE Alternext member organizations
were not issued a trading license.
Because these NYSE Alternext member
organizations have not been issued a
trading license, the grace period within
which to comply with the NYSE
Member Organization Rules has not
been triggered.
10 See Securities Exchange Act Release No. 58706
(Oct. 1, 2008), 73 FR 59019 (Oct. 8, 2008) (SR–
NYSE–2008–70).
E:\FR\FM\05MRN1.SGM
05MRN1
jlentini on PROD1PC65 with NOTICES
9650
Federal Register / Vol. 74, No. 42 / Thursday, March 5, 2009 / Notices
Proposed Amendment to Rule 300.10T
To reflect the intent of the original
adoption of Rule 300.10T, i.e., to
provide a grace period for NYSE
Alternext member organizations seeking
to obtain a trading license to trade
securities listed on the Exchange to
comply with the NYSE Member
Organization Rules, the Exchange
proposes to amend Rule 300.10T to also
provide for a six-month grace period for
those NYSE Alternext member
organizations that have applied for, but
have not been issued a trading license.
As proposed, to be eligible for the
grace period, an NYSE Alternext
member organization must be a holder
of a valid 86 Trinity Permit as of the
date that it applied for an equities
trading license. In other words, once the
86 Trinity Permits are cancelled, i.e., the
Options Relocation date, an NYSE
Alternext member organization would
not be eligible for a Rule 300.10T grace
period. The current rule requires that
the NYSE Alternext member
organization has been approved as an
Exchange member organization. Because
the trigger for Exchange membership is
obtaining an NYSE Alternext equities
trading license, the Exchange proposes
to add that an NYSE Alternext member
organization that seeks to become an
Exchange member organization by
applying for a trading license would
also be eligible, so long as such NYSE
Alternext member organization held a
valid 86 Trinity Permit at the time it
applied for an equities trading license.
As proposed, if a member
organization meets the amended
eligibility threshold, it has six months
from the earlier of either receiving the
equity trading license (which is the
current standard) or the cancellation of
the 86 Trinity Permits (the Options
Relocation date) within which to
comply with the NYSE Membership
Rules, including the FINRA
requirement. By adding the cancellation
of the 86 Trinity Permits as a trigger for
the six-month grace period, the
proposed rule provides those NYSE
Alternext member organizations that
applied for a trading license, but were
not issued a trading license because
they are not currently FINRA members,
time to meet the NYSE Member
Organization Rule requirements. This
proposed amended rule conforms to the
rule amendments proposed by NYSE
Alternext in its companion filing.
As is currently part of the rule, if an
NYSE Alternext member organization
that has been issued a trading license,
or which applied for a trading license,
fails to meet the requirements of the
NYSE Member Organization Rules by
VerDate Nov<24>2008
16:13 Mar 04, 2009
Jkt 217001
the close of the grace period applicable
to that member organization, the
Exchange would either revoke the
member organization’s approval to
trade, if a trading license has already
been issued, or not issue a trading
license.
2. Statutory Basis
The statutory basis for the proposed
rule change is Section 6(b)(5) of the
Act 11 which requires the rules of an
exchange 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 is designed to support the
principles of Section 11A(a)(1) 12 of the
Act in that it seeks to assure fair
competition among brokers and dealers
and among exchange markets and the
practicability of brokers executing
investor’s orders in the best market.
Specifically, the Exchange already
permits an NYSE Alternext member
organization to be automatically deemed
approved as an NYSE member
organization. Moreover, the Exchange
permitted NYSE Alternext member
organizations with a valid 86 Trinity
Permit to exchange such permit for both
an NYSE Alternext and NYSE equity
trading license. This filing would
simply provide those eligible NYSE
Alternext member organizations with a
valid 86 Trinity Permit additional time
to exchange their 86 Trinity Permit for
an NYSE equity trading license and to
comply with Exchange membership
requirements without first having to
apply as a new member organization.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
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
Because the foregoing proposed rule
change does not: (i) Significantly affect
11 15
12 15
PO 00000
U.S.C. 78f(b)(5).
U.S.C. 78k–1(a)(1).
Frm 00067
Fmt 4703
Sfmt 4703
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 13 and Rule 19b–
4(f)(6) thereunder.14
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
Act 15 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6) 16
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. NYSE requests that the
Commission waive the 30-day operative
delay because the Options Relocation
date is imminent and is currently
scheduled for March 2, 2009, and the
Exchange needs to immediately
implement this rule change so that
NYSE Alternext member organizations
can meet the new rule requirements. For
these reasons, the Commission believes
that waiving the 30-day operative
delay 17 is consistent with the protection
of investors and the public interest and
designates the proposal 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.
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
13 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. NYSE has satisfied this requirement.
15 17 CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6).
17 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).
14 17
E:\FR\FM\05MRN1.SGM
05MRN1
Federal Register / Vol. 74, No. 42 / Thursday, March 5, 2009 / Notices
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSE–2009–19 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSE–2009–19. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make publicly available. All
submissions should refer to File
Number SR–NYSE–2009–19 and should
be submitted on or before March 26,
2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–4677 Filed 3–4–09; 8:45 am]
jlentini on PROD1PC65 with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59468; File No. SR–
NYSEALTR–2009–16]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NYSE
Alternext US LLC Amending Rule
300.10T—NYSE Alternext Equities To
Provide a Grace Period Under That
Rule for Member Organizations That
Have Applied for a Trading License To
Comply With Certain Exchange Rules
February 27, 2009.
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 February
24, 2009, NYSE Alternext US, LLC
(‘‘NYSE Alternext’’ or the ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. NYSE
Alternext has designated the proposed
rule change as constituting a noncontroversial rule change under Rule
19b–4(f)(6) under the Act,3 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 300.10T—NYSE Alternext Equities
to provide a grace period under that rule
for member organizations that have
applied for a trading license to comply
with certain Exchange rules.
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.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
2 17
18 17
CFR 200.30–3(a)(12).
VerDate Nov<24>2008
16:13 Mar 04, 2009
Jkt 217001
PO 00000
Frm 00068
Fmt 4703
Sfmt 4703
9651
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Rule 300.10T—NYSE Alternext Equities
(‘‘Rule 300.10T’’) to provide for a sixmonth grace period for member
organizations that have applied for, but
not received a trading license, to comply
with certain Exchange rules. The
Exchange intended Rule 300.10T to
provide holders of a valid permit to
trade on the NYSE Alternext systems
and facilities located at 86 Trinity Place
(‘‘86 Trinity Permit’’) seeking to trade
equities at the Exchange with a grace
period to comply with the Exchange
membership requirements under the
NYSE Alternext Equities rules. The
proposed amendment seeks to clarify
the rule to reflect the original purpose
of the provision.4
Background of Merger
As described more fully in a related
rule filing (the ‘‘Merger filing’’),5 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 and was
renamed NYSE Alternext US LLC
(‘‘NYSE Alternext’’ or the ‘‘Exchange’’),
and continues to operate as a national
securities exchange registered under
Section 6 of the Securities Exchange Act
of 1934, as amended (the ‘‘Act’’).6 The
effective date of the Merger was October
1, 2008.
As described more fully in the Merger
filing, in connection with the Mergers,
Amex demutualized by separating all
trading rights from equity ownership in
Amex. As part of the demutualization,
all trading rights appurtenant to the
Amex Regular Members’ memberships
or Options Principal Members’ (‘‘OPM’’)
memberships were cancelled.
Immediately following the closing of the
Mergers, those persons and entities that
4 The New York Stock Exchange LLC (‘‘NYSE’’)
is proposing conforming amendments to its Rule
300.10T. Because NYSE Alternext’s perspective of
its member organizations differs from those of the
NYSE, the rule text proposed by the NYSE is not
identical to that proposed by NYSE Alternext, but
is the same in substance. See SR–NYSE–2009–19
(formally submitted on February 24, 2009).
5 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).
6 15 U.S.C. 78f.
E:\FR\FM\05MRN1.SGM
05MRN1
Agencies
[Federal Register Volume 74, Number 42 (Thursday, March 5, 2009)]
[Notices]
[Pages 9648-9651]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-4677]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59469; File No. SR-NYSE-2009-19]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Amending Rule 300.10T To Provide a Grace Period Under That Rule for
NYSE Alternext U.S. LLC Member Organizations That Have Applied for a
Trading License to Comply With Certain Exchange Rules
February 27, 2009.
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 February 24, 2009, the New York Stock Exchange, LLC (``NYSE'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by NYSE. NYSE has designated
the proposed rule change as constituting a non-controversial rule
change under Rule 19b-4(f)(6) under the Act,\3\ which renders the
proposal effective upon filing with the Commission. The Commission is
publishing this notice to solicit comments on the proposed rule change
from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 300.10T to provide a grace
period under that rule for NYSE Alternext US LLC member organizations
that have applied for a trading license to comply with certain Exchange
rules.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of and basis for the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in sections A, B, and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend NYSE Rule 300.10T to provide for a
six-month grace period for NYSE Alternext US LLC (``NYSE Alternext'')
member organizations that have applied for, but not received a trading
license, to comply with certain Exchange rules. The Exchange adopted
Rule 300.10T to provide a grace period for certain NYSE Alternext
member organizations seeking to trade equities at the Exchange to
comply with the Exchange membership requirements. The proposed
amendment seeks to clarify the rule to reflect the original purpose of
the provision. The Exchange is submitting this proposed filing to
conform NYSE Rule 300.10T to corresponding changes to Rule 300.10T--
NYSE Alternext Equities, as proposed by NYSE Alternext.\4\
---------------------------------------------------------------------------
\4\ See SR-NYSEALTR-2009-16 (formally submitted on February 24,
2009). Because NYSE Alternext's perspective of its member
organizations differs from those of the NYSE, the rule text proposed
by the NYSE is not identical to that proposed by NYSE Alternext, but
is the same in substance.
---------------------------------------------------------------------------
Background of Merger
As described more fully in a filing submitted by the American Stock
Exchange LLC (``Amex'') (the ``Merger filing''),\5\ 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, Amex, a subsidiary of AMC, became a
subsidiary of NYSE Euronext and was renamed NYSE Alternext U.S. LLC,
and continues to operate as a national securities exchange registered
under Section 6 of the Securities Exchange Act of 1934, as amended (the
``Act'').\6\ The effective date of the Merger was October 1, 2008.
---------------------------------------------------------------------------
\5\ 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).
\6\ 15 U.S.C. 78f.
---------------------------------------------------------------------------
As described more fully in the Merger filing, in connection with
the Mergers, Amex demutualized by separating all trading rights from
equity ownership in Amex. As part of the demutualization, all trading
rights appurtenant to the Amex Regular Members' memberships or Options
Principal Members' (``OPM'') memberships were cancelled. Immediately
following the closing of the Mergers, those persons and entities that
were authorized to trade on the Amex before the closing of the Mergers
were deemed to have satisfied applicable qualification requirements
necessary to trade in NYSE Alternext's demutualized marketplace and
were issued a permit at no cost to trade on NYSE Alternext (``86
Trinity Permit''). The 86 Trinity Permit authorizes owners, lessees or
nominees of Amex Regular Members or OPMs, Amex limited trading permit
holders, and Amex associate members who were
[[Page 9649]]
authorized to trade on the Amex immediately before the Mergers to
continue to trade at NYSE Alternext's systems and facilities at 86
Trinity Place, New York, New York (the ``86 Trinity Trading Systems'').
NYSE Alternext recognizes the former Amex (i) owners, lessees, or
nominees of Regular Members or OPMs, (ii) limited trading permit
holders, and (iii) associate members as either NYSE Alternext member
organizations or members, as applicable.
In connection with the Merger, on December 1, 2008, NYSE Alternext
relocated all equities trading conducted on its 86 Trinity Trading
Systems 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 NYSE
Alternext.\7\
---------------------------------------------------------------------------
\7\ 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 NYSE Alternext, as the NYSE Alternext Equities Rules to govern
trading on the NYSE Alternext Trading Systems (the ``Equities Rule
filing'').\8\ The NYSE Alternext Equities Rules, which became operative
on December 1, 2008, are substantially identical to the current NYSE
Rules 1-1004 and NYSE Alternext continues to update the NYSE Alternext
Equities Rules as necessary to conform with rule changes to
corresponding NYSE Rules filed by the NYSE.
---------------------------------------------------------------------------
\8\ 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).
---------------------------------------------------------------------------
Similarly, NYSE Alternext will relocate all options trading
conducted on the 86 Trinity Trading Systems to new facilities of NYSE
Alternext to be located at 11 Wall Street, which facilities will
utilize a trading system based on the options trading system used by
NYSE Arca, Inc. (``NYSE Arca'') (``Options Relocation,'' and, together
with the Equities Relocation, the ``Relocations''). After the Options
Relocation, no products will trade on 86 Trinity Trading Systems.
As set forth in more detail in the Merger filing, an 86 Trinity
Permit holder is eligible to obtain an NYSE Alternext equities trading
license or options trading permit (``ATP'') pursuant to an expedited
``waive in'' process up to the Options Relocation date. After the
Equities Relocation, an 86 Trinity Permit entitles holders only to
trade products other than those that have relocated to NYSE Alternext
Trading Systems. As a result of the Equities Relocation, as well as the
discontinuation of Exchange Traded Fund (``ETF'') and bond trading at
86 Trinity Place, 86 Trinity Permits currently only entitle holders to
trade listed options on NYSE Alternext. After the Options Relocation,
the 86 Trinity Permits will be cancelled.\9\ Stated otherwise, an 86
Trinity Permit may not be used to trade equities on NYSE Alternext
Trading Systems and a trading license under Rule 300--NYSE Alternext
Equities must be obtained. Upon the Options Relocation, a former 86
Trinity Permit holder will need an ATP to trade options on NYSE
Alternext Trading Systems and the 86 Trinity Permit will no longer
entitle the holder to trade any products at NYSE Alternext.
---------------------------------------------------------------------------
\9\ 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).
---------------------------------------------------------------------------
NYSE Trading License Requirements
To trade at the Exchange, a broker dealer must be an NYSE member
organization and obtain a trading license pursuant to NYSE Rule 300.
Because the rules governing membership for NYSE Alternext Equities are
identical to Exchange rules, pursuant to NYSE Rule 2.10, an NYSE
Alternext member organization approved under Rule 2(b)--NYSE Alternext
Equities is deemed approved as an Exchange member organization. If an
86 Trinity Permit holder seeks an equities trading license under Rule
300--NYSE Alternext Equities, such 86 Trinity Permit holder is deemed
approved under Rule 2(b)--NYSE Alternext Equities, and thus under NYSE
Rule 2.10, is deemed approved as an NYSE member organization. If an 86
Trinity Permit holder does not apply for an equities trading license
under Rule 300--NYSE Alternext Equities, neither the NYSE or NYSE
Alternext Equities member organization requirements are triggered.
Pursuant to Rule 300.10T--NYSE Alternext Equities, an NYSE
Alternext member organization that applies for an equities trading
license under Rule 300--NYSE Alternext Equities has a six-month grace
period within which to comply with NYSE Alternext Equities membership
requirements. Similarly, NYSE Rule 300.10T provides a six-month grace
period for those NYSE Alternext member organizations that are deemed
approved as an NYSE member organization under NYSE Rule 2.10 and were a
valid 86 Trinity Permit holder to comply with Exchange membership
requirements.
As described in more detail in the rule filing adopting Rule
300.10T,\10\ the six-month grace period provides time for NYSE
Alternext member organizations to comply with NYSE Rules 2 (defining
the terms members and member organizations), 300-308 (governing the
admission of members and member organizations), 311 (the formation and
approval of member organizations), 312 (changes within member
organizations), and 313 (submission of partnership articles and
corporate documents) (collectively, the ``NYSE Member Organization
Rules'').
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release No. 58706 (Oct. 1,
2008), 73 FR 59019 (Oct. 8, 2008) (SR-NYSE-2008-70).
---------------------------------------------------------------------------
Among the differing requirements of the NYSE Member Organization
Rules as compared to the Amex rules that governed membership at the
Amex before the Merger, an Exchange member organization must be a
member of the Financial Industry Regulatory Authority, Inc.
(``FINRA''). In addition, unlike the Amex rules, NYSE Rule 313.20
requires member organizations to submit to the Exchange an opinion of
counsel that a member corporation's stock is validly issued and
outstanding and that the restrictions and provisions required by the
Exchange on the transfer, issuance, conversion and redemption of its
stock have been made legally effective.
The current six-month grace period under Rule 300.10T begins to run
from the date that an NYSE Alternext member organization receives its
equities trading license in exchange for the equities portion of a
valid 86 Trinity Permit. However, a subset of NYSE Alternext member
organizations that have applied for a trading license are not FINRA
members. As a result, such NYSE Alternext member organizations were not
issued a trading license. Because these NYSE Alternext member
organizations have not been issued a trading license, the grace period
within which to comply with the NYSE Member Organization Rules has not
been triggered.
[[Page 9650]]
Proposed Amendment to Rule 300.10T
To reflect the intent of the original adoption of Rule 300.10T,
i.e., to provide a grace period for NYSE Alternext member organizations
seeking to obtain a trading license to trade securities listed on the
Exchange to comply with the NYSE Member Organization Rules, the
Exchange proposes to amend Rule 300.10T to also provide for a six-month
grace period for those NYSE Alternext member organizations that have
applied for, but have not been issued a trading license.
As proposed, to be eligible for the grace period, an NYSE Alternext
member organization must be a holder of a valid 86 Trinity Permit as of
the date that it applied for an equities trading license. In other
words, once the 86 Trinity Permits are cancelled, i.e., the Options
Relocation date, an NYSE Alternext member organization would not be
eligible for a Rule 300.10T grace period. The current rule requires
that the NYSE Alternext member organization has been approved as an
Exchange member organization. Because the trigger for Exchange
membership is obtaining an NYSE Alternext equities trading license, the
Exchange proposes to add that an NYSE Alternext member organization
that seeks to become an Exchange member organization by applying for a
trading license would also be eligible, so long as such NYSE Alternext
member organization held a valid 86 Trinity Permit at the time it
applied for an equities trading license.
As proposed, if a member organization meets the amended eligibility
threshold, it has six months from the earlier of either receiving the
equity trading license (which is the current standard) or the
cancellation of the 86 Trinity Permits (the Options Relocation date)
within which to comply with the NYSE Membership Rules, including the
FINRA requirement. By adding the cancellation of the 86 Trinity Permits
as a trigger for the six-month grace period, the proposed rule provides
those NYSE Alternext member organizations that applied for a trading
license, but were not issued a trading license because they are not
currently FINRA members, time to meet the NYSE Member Organization Rule
requirements. This proposed amended rule conforms to the rule
amendments proposed by NYSE Alternext in its companion filing.
As is currently part of the rule, if an NYSE Alternext member
organization that has been issued a trading license, or which applied
for a trading license, fails to meet the requirements of the NYSE
Member Organization Rules by the close of the grace period applicable
to that member organization, the Exchange would either revoke the
member organization's approval to trade, if a trading license has
already been issued, or not issue a trading license.
2. Statutory Basis
The statutory basis for the proposed rule change is Section 6(b)(5)
of the Act \11\ which requires the rules of an exchange 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 is designed to support the principles of
Section 11A(a)(1) \12\ of the Act in that it seeks to assure fair
competition among brokers and dealers and among exchange markets and
the practicability of brokers executing investor's orders in the best
market.
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78f(b)(5).
\12\ 15 U.S.C. 78k-1(a)(1).
---------------------------------------------------------------------------
Specifically, the Exchange already permits an NYSE Alternext member
organization to be automatically deemed approved as an NYSE member
organization. Moreover, the Exchange permitted NYSE Alternext member
organizations with a valid 86 Trinity Permit to exchange such permit
for both an NYSE Alternext and NYSE equity trading license. This filing
would simply provide those eligible NYSE Alternext member organizations
with a valid 86 Trinity Permit additional time to exchange their 86
Trinity Permit for an NYSE equity trading license and to comply with
Exchange membership requirements without first having to apply as a new
member organization.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \13\ and Rule 19b-
4(f)(6) thereunder.\14\
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
NYSE has satisfied this requirement.
---------------------------------------------------------------------------
A proposed rule change filed pursuant to Rule 19b-4(f)(6) under the
Act \15\ normally does not become operative for 30 days after the date
of its filing. However, Rule 19b-4(f)(6) \16\ permits the Commission to
designate a shorter time if such action is consistent with the
protection of investors and the public interest. NYSE requests that the
Commission waive the 30-day operative delay because the Options
Relocation date is imminent and is currently scheduled for March 2,
2009, and the Exchange needs to immediately implement this rule change
so that NYSE Alternext member organizations can meet the new rule
requirements. For these reasons, the Commission believes that waiving
the 30-day operative delay \17\ is consistent with the protection of
investors and the public interest and designates the proposal operative
upon filing.
---------------------------------------------------------------------------
\15\ 17 CFR 240.19b-4(f)(6).
\16\ 17 CFR 240.19b-4(f)(6).
\17\ 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).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
[[Page 9651]]
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NYSE-2009-19 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSE-2009-19. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/
sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make publicly available. All
submissions should refer to File Number SR-NYSE-2009-19 and should be
submitted on or before March 26, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
---------------------------------------------------------------------------
\18\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-4677 Filed 3-4-09; 8:45 am]
BILLING CODE 8011-01-P