Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving Proposed Rule Change, as Modified by Amendment No. 1 Thereto, To Amend Rule 10.16, Sanctioning Guidelines, 10638-10640 [E9-5202]
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10638
Federal Register / Vol. 74, No. 46 / Wednesday, March 11, 2009 / Notices
rwilkins on PROD1PC63 with NOTICES
The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest
because it will allow NYSE to
immediately implement a temporary
measure, until June 30, 2009, to suspend
its $1.00 price continued listing
requirement for capital and common
stock to respond to recent market
volatility and conditions. The
Commission notes that this will provide
certain companies with immediate relief
from receiving a non-compliance or
delisting notification, or from being
delisted, as a result of the current
market conditions. The Commission
notes that this action is temporary in
nature, and that following the
suspension, companies currently in the
compliance period will resume at the
same stage and receive the remaining
balance of its compliance period if they
remain non-compliant with these
standards. This will ensure that the
temporary suspension addresses the
concerns to companies and investors
caused by the current market
conditions, and that may result in a
company’s securities becoming noncompliant with the $1.00 price
requirement, or unable to cure such a
deficiency, due to these market
conditions. The Commission also notes
that the proposed rule change is
substantially similar to a recent Nasdaq
filing to suspend its bid price test, and
thus, raises no new regulatory issues.18
In addition, the Commission believes
that waiving the operative delay is
consistent with the protection of
investors and the public interest
because it will allow NYSE to
immediately conform the end dates of
the suspension of the $1.00 price
requirement and the temporary lowering
of the average market capitalization
requirement of Section 802.01B of the
Manual,19 preventing any confusion
over the end dates of these temporary
modifications to the continued listing
standards due to market conditions. For
these reasons, the Commission
designates that the proposed rule
change become operative immediately
upon filing.20
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
the rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
18 See
supra note 11.
supra note 9.
20 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. 15 U.S.C. 78c(f).
19 See
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17:01 Mar 10, 2009
Jkt 217001
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 Exchange
Act. Comments may be submitted by
any of the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSE–2009–21 on the
subject line.
Paper Comments
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–5209 Filed 3–10–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59522; File No. SR–
NYSEArca–2008–134]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Approving Proposed
Rule Change, as Modified by
Amendment No. 1 Thereto, To Amend
Rule 10.16, Sanctioning Guidelines
March 5, 2009.
I. Introduction
On December 11, 2008, NYSE Arca,
Inc. (‘‘NYSE Arca’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
All submissions should refer to File
change to amend NYSE Arca Rule 10.16
Number SR–NYSE–2009–21. This file
(‘‘Rule 10.16’’ or ‘‘Sanctioning
number should be included on the
subject line if e-mail is used. To help the Guidelines’’). The proposed rule change
was published for comment in the
Commission process and review your
Federal Register on December 30,
comments more efficiently, please use
3
only one method. The Commission will 2008. The Commission received no
post all comments on the Commission’s comments on the proposed rule change.
On February 13, 2009, NYSE Arca filed
Internet Web site (https://www.sec.gov/
Amendment No. 1 to the proposed rule
rules/sro.shtml). Copies of the
change.4 This order approves the
submission, all subsequent
proposed rule change, as amended.
amendments, all written statements
with respect to the proposed rule
II. Description
change that are filed with the
Rule 10.16 sets forth (1) general
Commission, and all written
principles that apply to all
communications relating to the
determinations of sanctions in options
proposed rule change between the
market-related disciplinary proceedings,
Commission and any person, other than
(2) a list of principal considerations to
those that may be withheld from the
use to determine sanctions, and (3) a set
public in accordance with the
of suggested fines and non-monetary
provisions of 5 U.S.C. 552, will be
penalties for violations of specific
available for inspection and copying in
options rules of the Exchange (‘‘Specific
the Commission’s Public Reference
Sanctioning Guidelines). The
Room, on official business days between
Sanctioning Guidelines are used by
the hours of 10 a.m. and 3 p.m. Copies
various Exchange bodies (hereafter
of the filing also will be available for
‘‘adjudicators’’) to help determine
inspection and copying at the principal
appropriate remedial sanctions in
office of the Exchange. All comments
disciplinary proceedings. The Exchange
received will be posted without change;
proposes to make the following
the Commission does not edit personal
identifying information from
1 15 U.S.C. 78s(b)(1).
submissions. You should submit only
2 17 CFR 240.19b–4.
information that you wish to make
3 See Securities Exchange Act Release No. 59117
available publicly. All submissions
(December 18, 2008), 73 FR 79964.
4 Amendment No. 1 makes minor, nonshould refer to File Number SR–NYSE–
2009–21 and should be submitted on or substantive changes to the description of the
proposed rule change and to the proposed rule text.
before April 1, 2009.
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
21 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00111
Fmt 4703
Sfmt 4703
Because Amendment No. 1 is non-substantive in
nature, the Commission is not publishing it for
comment.
E:\FR\FM\11MRN1.SGM
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Federal Register / Vol. 74, No. 46 / Wednesday, March 11, 2009 / Notices
amendments to the Sanctioning
Guidelines:
A. General Principles
The proposed rule change clarifies
that the Sanctioning Guidelines are
intended to apply to all persons using
the facilities of the Exchange.5
Therefore, the proposed rule change
amends the Sanctioning Guidelines to
replace the terms ‘‘employee’’ and
‘‘approved person’’ with the broader
term ‘‘Associated sPerson,’’ which
includes Allied Persons, Affiliated
Persons, Approved Persons and other
employees of an OTP Firm.6 The
Exchange also proposes changes to
clarify that an Associated Person may be
employed by an OTP Holder or OTP
Firm.7
The Exchange proposes to amend the
Sanctioning Guidelines to make clear
that irrelevant incidents of misconduct
should not be considered by
adjudicators in determining sanctions,8
and to allow adjudicators to use a
‘‘reasonable calculation of loss’’ for the
purposes of determining restitution
when actual loss cannot be calculated.9
Because it is not always possible for
adjudicators to determine actual loss,
the Exchange believes that the
Sanctioning Guidelines should provide
adjudicators an alternative method for
calculating restitution.
B. Specific Sanctioning Guidelines
Rule 10.16 currently contains
‘‘Specific Sanctioning Guidelines’’ for
certain enumerated options order
handling rules 10 and rules relating to
recordkeeping and financial
requirements.11 These Specific
Sanctioning Guidelines list principal
considerations that adjudicators should
weigh when determining sanctions for
these categories of rules; provide a
three-tier monetary fine system based on
the number of disciplinary actions
against the named party; and provide for
non-monetary penalties (e.g.,
suspensions and expulsions) for named
parties in disciplinary proceedings. The
5 The Commission notes that Rule 10.16 is
applicable to the options market-related activity of
NYSE Arca, and therefore by its terms is limited to
options market-related disciplinary proceedings of
NYSE Arca.
6 See proposed NYSE Arca Rules 10.16(a) and
(d)(2)–(3), (8) and (12).
7 See proposed NYSE Arca Rules 10.16(d)(2)–(3),
(8) and (12).
rwilkins on PROD1PC63 with NOTICES
8 See
proposed NYSE Arca Rule 10.16(b)(2).
9 See proposed NYSE Arca Rule 10.16(b)(5).
10 See NYSE Arca Rule 10.16(e) (Specific
Sanctioning Guidelines for Options Order Handling
Rules).
11 See NYSE Arca Rule 10.16(f) (Specific
Sanctioning Guidelines for Recordkeeping and
Financial Requirements Rules.)
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17:01 Mar 10, 2009
Jkt 217001
proposed rule change amends the
Specific Sanctioning Guidelines in
Rules 10.16(e)–(f) to require that
adjudicators consider the general
principal considerations applicable to
all violations, and to consider whether
the disciplinary action is the first or
subsequent disciplinary action taken
against the OTP Holder, OTP Firm or
Associated Person.12 The Exchange
notes that recent acts of similar
misconduct may be considered
aggravating factors.
The proposed rule change also
replaces the three tiers of suggested
fines set out in the Specific Sanctioning
Guidelines with a single range of
suggested fines. The Exchange believes
that a single range of suggested fines
will provide adjudicators greater
latitude than they presently have in
applying sanctions in a fair and
consistent manner. The proposed rule
change further amends the fine levels to
increase the minimum and maximum
fines that adjudicators may impose in
disciplinary proceedings.13 The
Exchange notes that under its Minor
Rule Violation Plan (‘‘MRVP’’), the
Exchange is authorized to impose fines
of up to $5,000 for minor rule violations
in lieu of initiating formal disciplinary
proceedings.14 The Exchange
represented that, in light of the fines
permissible under the Exchange’s
MRVP, the current minimum monetary
penalty levels in Rule 10.16 (which
range between $1,000 and $5,000) are
too low, given the serious nature of the
violations.
Likewise, given the serious nature of
the violations covered by the
Sanctioning Guidelines, the Exchange
believes the current maximum monetary
penalty levels are also too restrictive.
Therefore, in order to act as an effective
deterrent against future violations,
while serving as a just penalty for those
who commit these violations, the
Exchange proposes to increase the
minimum monetary penalty to $10,000
and the maximum monetary penalty to
$100,000.
The proposed rule change also
amends the non-monetary penalty
provision (providing for suspension,
expulsion or other sanction for a named
party in a disciplinary proceeding) to
increase the suggested maximum term
of suspensions from two years to five
years. Under the current Sanctioning
Guidelines, an adjudicator may suspend
a named party in a formal disciplinary
proceeding for up to two years or expel
or permanently bar a named party for
12 See
proposed NYSE Arca Rule 10.16(e)–(f).
proposed NYSE Arca Rule 10.16(e)–(f).
14 See NYSE Arca Rule 10.12.
13 See
PO 00000
Frm 00112
Fmt 4703
Sfmt 4703
10639
egregious rule violations. The Exchange
believes that there are certain violations
that could justify a suspension of more
than two years, but do not justify an
expulsion or a permanent bar.
Therefore, the Exchange believes that
increasing the maximum term of
suspensions from two to five years will
afford adjudicators greater flexibility in
determining appropriate non-monetary
sanctions.
The proposed rule change also
amends Rule 10.16 to include Specific
Sanctioning Guidelines for two
additional rules. Proposed Rule 10.16(g)
will set forth Specific Sanctioning
Guidelines for violations of NYSE Arca
Rule 9 (Conducting Business with the
Public),15 and proposed Rule 10.16(h)
will set forth guidelines for violations of
NYSE Arca Rule 11 (Business
Conduct).16 While the proposed
principal considerations and nonmonetary sanctions for these new
Specific Sanctioning Guidelines are
substantially similar to those contained
in amended Rules 10.16(e)–(f), the
Exchange proposes a different range of
suggested fines for these two rules. The
Exchange represents that violations of
NYSE Arca Rules 9 and 11 are
extremely serious matters. Therefore,
the Exchange believes that the range of
fines contained in Rules 10.16(g)–(h)
should be higher than the range of fines
contained in Rules 10.16(e)–(f).
Accordingly, the proposed rule change
provides that the suggested range of
fines in Rules 10.16(g)–(h) will be from
$15,000 to $150,000. The Exchange
believes that these fines are appropriate
given the serious nature of Rule
10.16(g)–(h) related offenses. The
Exchange believes that these fines will
act as an effective deterrent against
future violations and serve as a just
penalty for those that commit these
violations.
C. Miscellaneous Changes
The proposed rule change makes
additional amendments to the
Sanctioning Guidelines as follows:
Rule 10.16(e)(2) sets forth Specific
Sanctioning Guidelines for violations of
the priority rules and obligations of
market makers. The proposed rule
15 See NYSE Arca Rule 9 (Conducting Business
with the Public). This rule generally consists of
several provisions intended to protect public
customers and their accounts.
16 See NYSE Arca Rule 11 (Business Conduct).
This rule generally consists of several provisions
intended to prevent actions that could be deemed
detrimental to the welfare and protection of
investors, or conduct or proceedings inconsistent
with just and equitable principles of trade.
E:\FR\FM\11MRN1.SGM
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10640
Federal Register / Vol. 74, No. 46 / Wednesday, March 11, 2009 / Notices
change adds NYSE Arca Rule 6.37A 17 to
Rule 10.16(e)(2) because Rule 6.37A also
deals with the obligations of market
makers, and thus is appropriately
included in this Specific Sanctioning
Guideline.
The proposed rule change eliminates
references to floor official training for
OTP Holders in Rule 10.16(b)(7) because
the Exchange does not employ OTP
Holders as floor officials.
The proposal also corrects spelling
and typographical errors and makes
other minor, non-substantive changes
throughout the Sanctions Guidelines
such as the renumbering of certain
provisions and the elimination of
obsolete ‘‘Commentary’’ and examples
of regulatory incidents that are not
relevant to determinations of sanctions.
rwilkins on PROD1PC63 with NOTICES
III. Discussion and Commission’s
Findings
The Commission has carefully
reviewed the proposed rule change and
finds that it is consistent with the
requirements of Section 6(b) 18 of the
Act, and in particular, with Section
6(b)(5) 19 of the Act, which requires,
among other things, that the Exchange’s
rules be designed to prevent fraudulent
and manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.20
The Commission also finds that the
proposal is consistent with Section
6(b)(6) 21 of the Act, which requires that
the rules of the exchange provide that
its members and persons associated
with its members shall be appropriately
disciplined for violations of the Act and
the rules and regulations thereunder.
The Exchange’s proposal amends the
Sanctioning Guidelines to provide more
flexibility for adjudicators in crafting
fair and appropriate monetary and nonmonetary sanctions for violations of
certain enumerated Exchange rules, and
adds categories of rules that will be
subject to the Sanctioning Guidelines.
The proposed rule change also clarifies
that the guidelines apply to all persons
using the option-related facilities of the
17 See NYSE Arca Rule 6.37A (Obligations of
Market Makers—OX).
18 15 U.S.C. 78f(b).
19 15 U.S.C. 78f(b)(5).
20 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
21 15 U.S.C. 78f(b)(6).
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17:01 Mar 10, 2009
Jkt 217001
Exchange, and makes other changes that
should strengthen the Exchange’s
disciplinary program. Accordingly, the
Commission finds that the proposed
rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,22 that the
proposed rule change (SR–NYSEArca–
2008–134) be, and it hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–5202 Filed 3–10–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59521; File No. SR–
NYSEArca–2009–15]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Rule Change by NYSE Arca, Inc.
Implementing Fee Change
March 5, 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
27, 2009, NYSE Arca, Inc. (‘‘NYSE
Arca’’ or the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. 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 the
section of its Schedule of Fees and
Charges for Exchange Services (the
‘‘Schedule’’). While changes to the
Schedule pursuant to this proposal will
be effective upon filing, the changes will
become operative on March 2, 2009. The
amended section of the Schedule is
included as Exhibit 5 hereto.4 A copy of
22 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 The Commission notes that while provided in
Exhibit 5 to the filing, the text of the proposed rule
change is not attached to this notice but is available
23 17
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
this filing is available on the Exchange’s
Web site at https://www.nyse.com, at the
Exchange’s principal office and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, 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
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to make
multiple changes to its Schedule that
will take effect on March 2, 2009. A
more detailed description of the
proposed changes follows.
Tier 1 Rate Changes
Tier 1 rates are applied to customers
with an average daily share volume per
month greater than 90 million shares in
Tape A, B and C, including adding
liquidity of more than 45 million shares.
In Tape A and Tape C securities the
Exchange will continue its inverted
pricing structure, but proposes a new
rebate of $0.0029 for orders that add
liquidity and new fee of $0.0028 for
orders that remove liquidity. Previously
in Tape A and Tape C securities the
Exchange paid a rebate of $0.0028 for
orders that added liquidity and charged
a fee of $0.0027 for orders that removed
liquidity.
Mid-Point Passive Liquidity Orders
The Exchange proposes a rebate of
$0.0020 per share for resting Mid-point
Passive Liquidity (‘‘MPL’’) Orders 5 in
Tape A and Tape C securities for all
customers. Previously the Exchange
paid a rebate of $0.0015 for resting MPL
orders in Tape A and Tape C securities.
The Exchange proposes a rebate of
$0.0010 per share for resting MPL orders
at the Commission’s Public Reference Room and at
https://www.nyse.com.
5 The MPL order is an undisplayed limit order
that offers price improvement to customers by
executing at the mid-point of the National Best Bid
and Offer (NBBO). MPL orders will generally
interact with all order types including contra MPLs,
but excluding cross or directed orders.
E:\FR\FM\11MRN1.SGM
11MRN1
Agencies
[Federal Register Volume 74, Number 46 (Wednesday, March 11, 2009)]
[Notices]
[Pages 10638-10640]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-5202]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59522; File No. SR-NYSEArca-2008-134]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving
Proposed Rule Change, as Modified by Amendment No. 1 Thereto, To Amend
Rule 10.16, Sanctioning Guidelines
March 5, 2009.
I. Introduction
On December 11, 2008, NYSE Arca, Inc. (``NYSE Arca'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to amend NYSE Arca Rule 10.16 (``Rule 10.16'' or
``Sanctioning Guidelines''). The proposed rule change was published for
comment in the Federal Register on December 30, 2008.\3\ The Commission
received no comments on the proposed rule change. On February 13, 2009,
NYSE Arca filed Amendment No. 1 to the proposed rule change.\4\ This
order approves the proposed rule change, as amended.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 59117 (December 18,
2008), 73 FR 79964.
\4\ Amendment No. 1 makes minor, non-substantive changes to the
description of the proposed rule change and to the proposed rule
text. Because Amendment No. 1 is non-substantive in nature, the
Commission is not publishing it for comment.
---------------------------------------------------------------------------
II. Description
Rule 10.16 sets forth (1) general principles that apply to all
determinations of sanctions in options market-related disciplinary
proceedings, (2) a list of principal considerations to use to determine
sanctions, and (3) a set of suggested fines and non-monetary penalties
for violations of specific options rules of the Exchange (``Specific
Sanctioning Guidelines). The Sanctioning Guidelines are used by various
Exchange bodies (hereafter ``adjudicators'') to help determine
appropriate remedial sanctions in disciplinary proceedings. The
Exchange proposes to make the following
[[Page 10639]]
amendments to the Sanctioning Guidelines:
A. General Principles
The proposed rule change clarifies that the Sanctioning Guidelines
are intended to apply to all persons using the facilities of the
Exchange.\5\ Therefore, the proposed rule change amends the Sanctioning
Guidelines to replace the terms ``employee'' and ``approved person''
with the broader term ``Associated sPerson,'' which includes Allied
Persons, Affiliated Persons, Approved Persons and other employees of an
OTP Firm.\6\ The Exchange also proposes changes to clarify that an
Associated Person may be employed by an OTP Holder or OTP Firm.\7\
---------------------------------------------------------------------------
\5\ The Commission notes that Rule 10.16 is applicable to the
options market-related activity of NYSE Arca, and therefore by its
terms is limited to options market-related disciplinary proceedings
of NYSE Arca.
\6\ See proposed NYSE Arca Rules 10.16(a) and (d)(2)-(3), (8)
and (12).
\7\ See proposed NYSE Arca Rules 10.16(d)(2)-(3), (8) and (12).
---------------------------------------------------------------------------
The Exchange proposes to amend the Sanctioning Guidelines to make
clear that irrelevant incidents of misconduct should not be considered
by adjudicators in determining sanctions,\8\ and to allow adjudicators
to use a ``reasonable calculation of loss'' for the purposes of
determining restitution when actual loss cannot be calculated.\9\
Because it is not always possible for adjudicators to determine actual
loss, the Exchange believes that the Sanctioning Guidelines should
provide adjudicators an alternative method for calculating restitution.
\8\ See proposed NYSE Arca Rule 10.16(b)(2).
\9\ See proposed NYSE Arca Rule 10.16(b)(5).
---------------------------------------------------------------------------
B. Specific Sanctioning Guidelines
Rule 10.16 currently contains ``Specific Sanctioning Guidelines''
for certain enumerated options order handling rules \10\ and rules
relating to recordkeeping and financial requirements.\11\ These
Specific Sanctioning Guidelines list principal considerations that
adjudicators should weigh when determining sanctions for these
categories of rules; provide a three-tier monetary fine system based on
the number of disciplinary actions against the named party; and provide
for non-monetary penalties (e.g., suspensions and expulsions) for named
parties in disciplinary proceedings. The proposed rule change amends
the Specific Sanctioning Guidelines in Rules 10.16(e)-(f) to require
that adjudicators consider the general principal considerations
applicable to all violations, and to consider whether the disciplinary
action is the first or subsequent disciplinary action taken against the
OTP Holder, OTP Firm or Associated Person.\12\ The Exchange notes that
recent acts of similar misconduct may be considered aggravating
factors.
---------------------------------------------------------------------------
\10\ See NYSE Arca Rule 10.16(e) (Specific Sanctioning
Guidelines for Options Order Handling Rules).
\11\ See NYSE Arca Rule 10.16(f) (Specific Sanctioning
Guidelines for Recordkeeping and Financial Requirements Rules.)
\12\ See proposed NYSE Arca Rule 10.16(e)-(f).
---------------------------------------------------------------------------
The proposed rule change also replaces the three tiers of suggested
fines set out in the Specific Sanctioning Guidelines with a single
range of suggested fines. The Exchange believes that a single range of
suggested fines will provide adjudicators greater latitude than they
presently have in applying sanctions in a fair and consistent manner.
The proposed rule change further amends the fine levels to increase the
minimum and maximum fines that adjudicators may impose in disciplinary
proceedings.\13\ The Exchange notes that under its Minor Rule Violation
Plan (``MRVP''), the Exchange is authorized to impose fines of up to
$5,000 for minor rule violations in lieu of initiating formal
disciplinary proceedings.\14\ The Exchange represented that, in light
of the fines permissible under the Exchange's MRVP, the current minimum
monetary penalty levels in Rule 10.16 (which range between $1,000 and
$5,000) are too low, given the serious nature of the violations.
---------------------------------------------------------------------------
\13\ See proposed NYSE Arca Rule 10.16(e)-(f).
\14\ See NYSE Arca Rule 10.12.
---------------------------------------------------------------------------
Likewise, given the serious nature of the violations covered by the
Sanctioning Guidelines, the Exchange believes the current maximum
monetary penalty levels are also too restrictive. Therefore, in order
to act as an effective deterrent against future violations, while
serving as a just penalty for those who commit these violations, the
Exchange proposes to increase the minimum monetary penalty to $10,000
and the maximum monetary penalty to $100,000.
The proposed rule change also amends the non-monetary penalty
provision (providing for suspension, expulsion or other sanction for a
named party in a disciplinary proceeding) to increase the suggested
maximum term of suspensions from two years to five years. Under the
current Sanctioning Guidelines, an adjudicator may suspend a named
party in a formal disciplinary proceeding for up to two years or expel
or permanently bar a named party for egregious rule violations. The
Exchange believes that there are certain violations that could justify
a suspension of more than two years, but do not justify an expulsion or
a permanent bar. Therefore, the Exchange believes that increasing the
maximum term of suspensions from two to five years will afford
adjudicators greater flexibility in determining appropriate non-
monetary sanctions.
The proposed rule change also amends Rule 10.16 to include Specific
Sanctioning Guidelines for two additional rules. Proposed Rule 10.16(g)
will set forth Specific Sanctioning Guidelines for violations of NYSE
Arca Rule 9 (Conducting Business with the Public),\15\ and proposed
Rule 10.16(h) will set forth guidelines for violations of NYSE Arca
Rule 11 (Business Conduct).\16\ While the proposed principal
considerations and non-monetary sanctions for these new Specific
Sanctioning Guidelines are substantially similar to those contained in
amended Rules 10.16(e)-(f), the Exchange proposes a different range of
suggested fines for these two rules. The Exchange represents that
violations of NYSE Arca Rules 9 and 11 are extremely serious matters.
Therefore, the Exchange believes that the range of fines contained in
Rules 10.16(g)-(h) should be higher than the range of fines contained
in Rules 10.16(e)-(f). Accordingly, the proposed rule change provides
that the suggested range of fines in Rules 10.16(g)-(h) will be from
$15,000 to $150,000. The Exchange believes that these fines are
appropriate given the serious nature of Rule 10.16(g)-(h) related
offenses. The Exchange believes that these fines will act as an
effective deterrent against future violations and serve as a just
penalty for those that commit these violations.
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\15\ See NYSE Arca Rule 9 (Conducting Business with the Public).
This rule generally consists of several provisions intended to
protect public customers and their accounts.
\16\ See NYSE Arca Rule 11 (Business Conduct). This rule
generally consists of several provisions intended to prevent actions
that could be deemed detrimental to the welfare and protection of
investors, or conduct or proceedings inconsistent with just and
equitable principles of trade.
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C. Miscellaneous Changes
The proposed rule change makes additional amendments to the
Sanctioning Guidelines as follows:
Rule 10.16(e)(2) sets forth Specific Sanctioning Guidelines for
violations of the priority rules and obligations of market makers. The
proposed rule
[[Page 10640]]
change adds NYSE Arca Rule 6.37A \17\ to Rule 10.16(e)(2) because Rule
6.37A also deals with the obligations of market makers, and thus is
appropriately included in this Specific Sanctioning Guideline.
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\17\ See NYSE Arca Rule 6.37A (Obligations of Market Makers--
OX).
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The proposed rule change eliminates references to floor official
training for OTP Holders in Rule 10.16(b)(7) because the Exchange does
not employ OTP Holders as floor officials.
The proposal also corrects spelling and typographical errors and
makes other minor, non-substantive changes throughout the Sanctions
Guidelines such as the renumbering of certain provisions and the
elimination of obsolete ``Commentary'' and examples of regulatory
incidents that are not relevant to determinations of sanctions.
III. Discussion and Commission's Findings
The Commission has carefully reviewed the proposed rule change and
finds that it is consistent with the requirements of Section 6(b) \18\
of the Act, and in particular, with Section 6(b)(5) \19\ of the Act,
which requires, among other things, that the Exchange's rules be
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in facilitating transactions in
securities, and to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest.\20\
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\18\ 15 U.S.C. 78f(b).
\19\ 15 U.S.C. 78f(b)(5).
\20\ In approving this proposed rule change, 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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The Commission also finds that the proposal is consistent with
Section 6(b)(6) \21\ of the Act, which requires that the rules of the
exchange provide that its members and persons associated with its
members shall be appropriately disciplined for violations of the Act
and the rules and regulations thereunder.
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\21\ 15 U.S.C. 78f(b)(6).
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The Exchange's proposal amends the Sanctioning Guidelines to
provide more flexibility for adjudicators in crafting fair and
appropriate monetary and non-monetary sanctions for violations of
certain enumerated Exchange rules, and adds categories of rules that
will be subject to the Sanctioning Guidelines. The proposed rule change
also clarifies that the guidelines apply to all persons using the
option-related facilities of the Exchange, and makes other changes that
should strengthen the Exchange's disciplinary program. Accordingly, the
Commission finds that the proposed rule change is consistent with the
Act.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\22\ that the proposed rule change (SR-NYSEArca-2008-134) be, and
it hereby is, approved.
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\22\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
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\23\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-5202 Filed 3-10-09; 8:45 am]
BILLING CODE 8011-01-P