Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by International Securities Exchange, LLC Relating To Changes to the Fee Schedule, 22618-22619 [E9-11169]
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Federal Register / Vol. 74, No. 91 / Wednesday, May 13, 2009 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59882; File No. SR–ISE–
2009–21]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by
International Securities Exchange, LLC
Relating To Changes to the Fee
Schedule
May 7, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 27,
2009, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III below, which items
have been prepared by the selfregulatory 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 is proposing to amend
its Schedule of Fees to eliminate
customer fees in Premium Products that
are multiply listed, retire a pilot
program capping fees for use of the
Exchange’s Facilitation Mechanism and
eliminate a volume-based fee rebate for
Electronic Access Members. The text of
the proposed rule change is available on
the Exchange’s Internet Web site at
https://www.ise.com.
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.
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
VerDate Nov<24>2008
18:44 May 12, 2009
Jkt 217001
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
Purpose—The purpose of this
proposed rule change is to eliminate
customer fees in multiply listed
Premium Products, retire a pilot
program capping fees for use of the
Exchange’s Facilitation Mechanism and
eliminate a volume-based fee rebate for
Electronic Access Members. These
changes will be operative on May 1,
2009.
First, ISE currently charges $0.18 per
contract for customer transactions in
Premium Products. Generally, Premium
Products are options on exchangetraded funds (‘‘ETFs’’) and index
options. For competitive reasons, the
Exchange historically has waived most
customer transaction fees and now
proposes to do the same for all Premium
Products that are multiply listed. The
Exchange will continue to charge $0.18
per contract for all index options that
are listed only on ISE and for all of the
Exchange’s foreign currency options.
ISE believes this fee change will align
its pricing to better compete with other
exchanges in these products. As a result
of this change, the Exchange will no
longer publish a list of Premium
Products on its Schedule of Fees.3
Second, pursuant to a pilot program,
ISE currently offers a fee discount for
certain orders of 7,500 contracts or more
that are executed in the Exchange’s
Facilitation Mechanism.4 Specifically,
ISE waives (1) the execution fee on
incremental volume above 7,500
contracts for Firm Proprietary orders,
Non-ISE Market Maker orders, Customer
orders in Premium Products, and
Customer orders in Second Market
options. The objective of this pilot
program was to encourage members to
use the Exchange’s Facilitation
Mechanism. The Exchange has
determined to retire this pilot program.
Finally, on October 1, 2008, ISE
adopted a sliding scale-based fee credit
that rewards Electronic Access Members
for the total amount of order flow sent
to the Exchange.5 The sliding scale
3 The Commission notes that on May 5, 2009, ISE
filed a separate proposed rule change (File No. SR–
ISE–2009–26) to clarify the newly defined ‘‘Singly
Listed Indexes’’ by listing on its fee schedule the
applicable ticker symbol for each such index. In
addition, that proposal reverts back to identifying
by ticker symbols those products to which the
Exchange’s Payment for Order Flow fee does not
apply and it proposes to adopt a fee for ‘‘Singly
Listed ETFs’’ and identify those products by their
ticker symbol.
4 See Securities Exchange Act Release No. 57129
(January 10, 2008), 73 FR 2963 (January 16, 2008).
5 See Securities Exchange Act Release No. 58671
(September 29, 2008), 73 FR
PO 00000
Frm 00110
Fmt 4703
Sfmt 4703
applies to all customer and firm
proprietary orders in all products and is
calculated on a member firm basis, and
applies to non-discounted volume only,
that is, it does not apply to orders
previously discounted by other pricing
incentives established by the Exchange.
The objective of this fee rebate program
was to attract order flow to the
Exchange. Upon a careful review, the
ISE believes that eliminating fees for
customer transactions in multiply listed
Premium Products will better attract
order flow to the Exchange.
(b) Basis—The Exchange believes that
the proposed rule change is consistent
with the objectives of Section 6 of the
Act,6 in general, and furthers the
objectives of Section 6(b)(4),7 in
particular, in that it is designed to
provide for the equitable allocation of
reasonable dues, fees and other charges
among its members and other persons
using its facilities. In particular, the fee
changes proposed by this filing will
allow the Exchange to better compete
with other exchanges and better attract
order flow to ISE.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3) of
the Act 8 and Rule 19b–4(f)(2) 9
thereunder. At any time within 60 days
of the filing of such proposed rule
change, the Commission may summarily
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
57722 (October 3, 2008).
6 15 U.S.C. 78f.
7 15 U.S.C. 78f(b)(4).
8 15 U.S.C. 78s(b)(3)(A).
9 17 CFR 19b–4(f)(2). [sic]
E:\FR\FM\13MYN1.SGM
13MYN1
Federal Register / Vol. 74, No. 91 / Wednesday, May 13, 2009 / Notices
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposal is
consistent with the Act. Comments may
be submitted by any of the following
methods:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–11169 Filed 5–12–09; 8:45 am]
BILLING CODE 8010–01–P
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
No. SR–ISE–2009–21 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 No.
SR–ISE–2009–21. 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 changes 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 ISE. 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 No.
SR–ISE–2009–21 and should be
submitted on or before June 3, 2009.
[Release No. 34–59879; File No. SR–
NASDAQ–2009–041]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify Fees
for Members Using the NASDAQ
Market Center and NASDAQ Options
Market
May 6, 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 May 1,
2009, The NASDAQ Stock Market LLC
(‘‘NASDAQ’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the Exchange.
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
NASDAQ proposes to modify pricing
for NASDAQ members using the Nasdaq
Market Center. This proposed rule
change, which is effective upon filing,
will become operative on May 1, 2009.
The text of the proposed rule change is
available at https://nasdaqomx.cchwall
street.com/, at NASDAQ’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NASDAQ included statements
concerning the purpose of and basis for
the proposed rule change 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.
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
18:44 May 12, 2009
Jkt 217001
NASDAQ 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
NASDAQ is modifying the price of
trading equities and options on
NASDAQ in several ways. First,
NASDAQ is increasing the rebate for
providing liquidity in equities traded on
NASDAQ for members that actively
trade both equities and options on
NASDAQ. Currently, NASDAQ offers
rebates of $0.0020 to $0.00295 per share
for all members that provide liquidity in
equities traded on NASDAQ depending
on the volume of liquidity provided in
equities.
Effective May 1, 2009, a member firm
that accesses liquidity of more than
200,000 contracts per day from The
NASDAQ Options Market (‘‘NOM’’) and
provides average daily volume of
liquidity exceeding 25 million shares
per day in the NASDAQ equities
market, will be credited a rebate of
$0.0029 for providing liquidity in
securities listed on NASDAQ or the
New York Stock Exchange (‘‘NYSE’’) or
on other exchanges. A member that
provides 25 million shares of liquidity
per day in equities and does not have
the requisite options participation
receives a rebate of $0.0025 per share.
Second, also effective May 1, 2009,
member firms will have the opportunity
to earn a waiver of applicable fees
charged for executing Mid-point Pegged
orders (as defined in Nasdaq Rule
4751(f)(4)). Firms can earn this fee
waiver by providing average daily
volume of liquidity through the Nasdaq
Market Center in all securities during
the month of more than 125 million
shares.
Third, NASDAQ is implementing
pricing for the routing strategy set forth
in Nasdaq Rule 4758(a)(1)(A)(i), as set
forth in SR–NASDAQ–2009–036.3
Specifically, NASDAQ modified Rule
4758, Order Routing, to provide market
participants with the option of entering
orders that do not check the Nasdaq
Market Center book prior to routing.
Market participants using that routing
strategy for all securities will be
assessed a fee of $0.0005 per share
executed for orders that execute on
venues other than in the NYSE or
NASDAQ OMX BX. For securities that
utilize this strategy and that execute on
10 17
1 15
VerDate Nov<24>2008
22619
PO 00000
Frm 00111
Fmt 4703
Sfmt 4703
3 Securities Exchange Act Release No. 59807
(Apr. 21, 2009); 74 FR 19251 (Apr. 28, 2009).
E:\FR\FM\13MYN1.SGM
13MYN1
Agencies
[Federal Register Volume 74, Number 91 (Wednesday, May 13, 2009)]
[Notices]
[Pages 22618-22619]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-11169]
[[Page 22618]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59882; File No. SR-ISE-2009-21]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change by International Securities
Exchange, LLC Relating To Changes to the Fee Schedule
May 7, 2009.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on April 27, 2009, the International Securities Exchange, LLC (the
``Exchange'' or the ``ISE'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II, and III below, which items have been prepared by the self-
regulatory organization. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is proposing to amend its Schedule of Fees to
eliminate customer fees in Premium Products that are multiply listed,
retire a pilot program capping fees for use of the Exchange's
Facilitation Mechanism and eliminate a volume-based fee rebate for
Electronic Access Members. The text of the proposed rule change is
available on the Exchange's Internet Web site at https://www.ise.com.
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
Purpose--The purpose of this proposed rule change is to eliminate
customer fees in multiply listed Premium Products, retire a pilot
program capping fees for use of the Exchange's Facilitation Mechanism
and eliminate a volume-based fee rebate for Electronic Access Members.
These changes will be operative on May 1, 2009.
First, ISE currently charges $0.18 per contract for customer
transactions in Premium Products. Generally, Premium Products are
options on exchange-traded funds (``ETFs'') and index options. For
competitive reasons, the Exchange historically has waived most customer
transaction fees and now proposes to do the same for all Premium
Products that are multiply listed. The Exchange will continue to charge
$0.18 per contract for all index options that are listed only on ISE
and for all of the Exchange's foreign currency options. ISE believes
this fee change will align its pricing to better compete with other
exchanges in these products. As a result of this change, the Exchange
will no longer publish a list of Premium Products on its Schedule of
Fees.\3\
---------------------------------------------------------------------------
\3\ The Commission notes that on May 5, 2009, ISE filed a
separate proposed rule change (File No. SR-ISE-2009-26) to clarify
the newly defined ``Singly Listed Indexes'' by listing on its fee
schedule the applicable ticker symbol for each such index. In
addition, that proposal reverts back to identifying by ticker
symbols those products to which the Exchange's Payment for Order
Flow fee does not apply and it proposes to adopt a fee for ``Singly
Listed ETFs'' and identify those products by their ticker symbol.
---------------------------------------------------------------------------
Second, pursuant to a pilot program, ISE currently offers a fee
discount for certain orders of 7,500 contracts or more that are
executed in the Exchange's Facilitation Mechanism.\4\ Specifically, ISE
waives (1) the execution fee on incremental volume above 7,500
contracts for Firm Proprietary orders, Non-ISE Market Maker orders,
Customer orders in Premium Products, and Customer orders in Second
Market options. The objective of this pilot program was to encourage
members to use the Exchange's Facilitation Mechanism. The Exchange has
determined to retire this pilot program.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 57129 (January 10,
2008), 73 FR 2963 (January 16, 2008).
---------------------------------------------------------------------------
Finally, on October 1, 2008, ISE adopted a sliding scale-based fee
credit that rewards Electronic Access Members for the total amount of
order flow sent to the Exchange.\5\ The sliding scale applies to all
customer and firm proprietary orders in all products and is calculated
on a member firm basis, and applies to non-discounted volume only, that
is, it does not apply to orders previously discounted by other pricing
incentives established by the Exchange. The objective of this fee
rebate program was to attract order flow to the Exchange. Upon a
careful review, the ISE believes that eliminating fees for customer
transactions in multiply listed Premium Products will better attract
order flow to the Exchange.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 58671 (September 29,
2008), 73 FR
57722 (October 3, 2008).
---------------------------------------------------------------------------
(b) Basis--The Exchange believes that the proposed rule change is
consistent with the objectives of Section 6 of the Act,\6\ in general,
and furthers the objectives of Section 6(b)(4),\7\ in particular, in
that it is designed to provide for the equitable allocation of
reasonable dues, fees and other charges among its members and other
persons using its facilities. In particular, the fee changes proposed
by this filing will allow the Exchange to better compete with other
exchanges and better attract order flow to ISE.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f.
\7\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3) of the Act \8\ and Rule 19b-4(f)(2) \9\ thereunder. At any
time within 60 days of the filing of such proposed rule change, the
Commission may summarily abrogate such rule change if it appears to the
Commission that such action is necessary or appropriate in the public
interest, for the protection of investors, or otherwise in furtherance
of the purposes of the Act.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 17 CFR 19b-4(f)(2). [sic]
---------------------------------------------------------------------------
[[Page 22619]]
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposal is
consistent with the Act. Comments may be submitted by any of the
following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File No. SR-ISE-2009-21 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 No. SR-ISE-2009-21. 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 changes 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 ISE. 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 No. SR-ISE-2009-21 and should be
submitted on or before June 3, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
---------------------------------------------------------------------------
\10\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-11169 Filed 5-12-09; 8:45 am]
BILLING CODE 8010-01-P