Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change by NYSE Amex LLC Adopting Rule 406-NYSE Amex Equities as New Rule 3250-NYSE Amex Equities To Conform to a Proposed Rule Change Submitted in a Companion Filing by the New York Stock Exchange LLC, 42714-42716 [E9-20198]
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42714
Federal Register / Vol. 74, No. 162 / Monday, August 24, 2009 / Notices
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–BSECC-2009-04 and should
be submitted on or before September 14,
2009.
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–20193 Filed 8–21–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60511; File No. SR–
NYSEAMEX–2009–51]
Self-Regulatory Organizations; NYSE
Amex LLC; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change by NYSE Amex LLC
Adopting Rule 406—NYSE Amex
Equities as New Rule 3250—NYSE
Amex Equities To Conform to a
Proposed Rule Change Submitted in a
Companion Filing by the New York
Stock Exchange LLC
August 17, 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 July 28,
2009, NYSE Amex LLC (the ‘‘Exchange’’
or ‘‘NYSE Amex’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been
substantially prepared by the selfregulatory organization. The Exchange
has designated this proposal eligible for
immediate effectiveness pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(6) thereunder.4 The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
erowe on DSK5CLS3C1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to adopt Rule
406—NYSE Amex Equities (Designation
of Accounts) as new Rule 3250—NYSE
Amex Equities to conform to a proposed
rule change submitted in a companion
filing by the New York Stock Exchange
15 17
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
1 15
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15:04 Aug 21, 2009
Jkt 217001
LLC (‘‘NYSE’’).5 The text of the
proposed rule change is available at the
Exchange, the Commission’s Public
Reference Room, and https://
www.nyse.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 those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to adopt Rule 406 NYSE Amex
Equities (Designation of Accounts) as
new Rule 3250 NYSE Amex Equities to
conform to a proposed rule change
submitted in a companion filing by the
NYSE.6
Background
As described more fully in a related
rule filing,7 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, a
subsidiary of AMC, became a subsidiary
of NYSE Euronext called NYSE
Alternext U.S. LLC, and continues to
operate as a national securities exchange
registered under Section 6 of the Act.8
The effective date of the Merger was
October 1, 2008.
In connection with the Merger, on
December 1, 2008, the Exchange
relocated all equities trading conducted
5 See SR–NYSE–2009–75, formally submitted on
July 28, 2009.
6 The Commission notes that this proposed rule
change would also conform NYSE Amex Rules with
a rule change recently filed by the Financial
Industry Regulatory Authority, Inc. (‘‘FINRA’’) and
approved by the Commission. See Securities
Exchange Act Release No. 59947 (May 20, 2009), 74
FR 25293 (May 27, 2009) (order approving FINRA
2009–017).
7 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).
8 15 U.S.C. 78f.
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Frm 00071
Fmt 4703
Sfmt 4703
on the Exchange legacy trading systems
and facilities located at 86 Trinity Place,
New York, New York, to trading systems
and facilities located at 11 Wall Street,
New York, New York (the ‘‘Equities
Relocation’’). The Exchange’s equity
trading systems and facilities at 11 Wall
Street (the ‘‘NYSE Amex Trading
Systems’’) are operated by the NYSE on
behalf of the Exchange.9
As part of the Equities Relocation,
NYSE Amex adopted NYSE Rules 1–
1004, subject to such changes as
necessary to apply the Rules to the
Exchange, as the NYSE Amex Equities
Rules to govern trading on the NYSE
Amex Trading Systems.10 The NYSE
Amex Equities Rules, which became
operative on December 1, 2008, are
substantially identical to the current
NYSE Rules 1–1004 and the Exchange
continues to update the NYSE Amex
Equities Rules as necessary to conform
with rule changes to corresponding
NYSE Rules filed by the NYSE.
Proposed Conforming Amendment to
NYSE Amex Equities Rules
As noted above, the Exchange
proposes to adopt Rule 406—NYSE
Amex Equities as new Rule 3250—
NYSE Amex Equities to conform to a
proposed rule change submitted in a
companion filing by the NYSE. As
discussed in more detail below, the
NYSE is filing the proposed rule change
to harmonize the NYSE Rules with a
change to corresponding Incorporated
NYSE Rules filed by FINRA and
approved by the Commission.11 Unless
specifically noted, the Exchange is
proposing to adopt the NYSE’s proposed
rule change in the form that it has been
approved for filing by the Commission,
subject to such technical changes as are
necessary to apply the NYSE’s proposed
rule change to the Exchange. The
Exchange further proposes that the
operative date of the rule change be the
same as the operative date of the NYSE’s
proposed rule change on which this
filing is based.
Specifically, FINRA adopted FINRA
Incorporated NYSE Rule 406
9 See Securities Exchange Act Release No. 58705
(October 1, 2008), 73 FR 58995 (October 8, 2008)
(SR–Amex 2008–63) (approving the Equities
Relocation).
10 See Securities Exchange Act Release Nos.
58705 (October 1, 2008), 73 FR 58995 (October 8,
2008) (SR–Amex 2008–63); 58833 (October 22,
2008), 73 FR 64642 (October 30, 2008) (SR–NYSE–
2008–106); 58839 (October 23, 2008), 73 FR 64645
(October 30, 2008) (SR–NYSEALTR–2008–03);
59022 (November 26, 2008), 73 FR 73683
(December 3, 2008) (SR–NYSEALTR–2008–10); and
59027 (November 28, 2008), 73 FR 73681
(December 3, 2008) (SR–NYSEALTR–2008–11).
11 See Securities Exchange Act Release No. 59947
(May 20, 2009), 74 FR 25293 (May 27, 2009) (order
approving FINRA 2009–017).
E:\FR\FM\24AUN1.SGM
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Federal Register / Vol. 74, No. 162 / Monday, August 24, 2009 / Notices
(Designation of Accounts) as
consolidated FINRA Rule 3250, subject
to some minor technical changes.
FINRA Rule 3250 provides that no
member shall carry an account on its
books in the name of a person other
than that of the customer. However, an
account may be designated by a number
or symbol, provided the member
organization has a written statement of
ownership signed by the customer.12
FINRA adopted FINRA Incorporated
NYSE Rule 406 (Designation of
Accounts) as consolidated FINRA Rule
3250 because it believes the Rule is an
important enforcement tool used to
address, inter alia, sales practice abuses,
including commingling of funds, failure
to disclose ownership interests in
accounts and unauthorized trading, and
should be applied to all FINRA
members. In addition, the Rule provides
customers and their accounts with a
level of anonymity that may be useful
while still permitting identification to
the member organization carrying the
account as well as regulators. Upon
adoption of Rule 3250, FINRA made
minor technical changes to apply the
Rule to all FINRA members, replacing
the terms ‘‘member organization’’ or
‘‘organization’’ with the term
‘‘member.’’ 13
To harmonize the NYSE Rules with
the approved FINRA Rules, NYSE
correspondingly proposes to adopt
NYSE Rule 406 as new Rule 3250,
which is substantially similar to the
new FINRA rule. As proposed, NYSE
Rule 3250 adopts the same language as
FINRA Rule 3250, except for retaining
or adding, as needed, the term ‘‘member
organization’’ and making
corresponding technical changes. As
with the consolidated FINRA Rule,
under proposed NYSE Rule 3250
Exchange member organizations will be
required to carry customer accounts in
the name of the customer, except that an
account may be designated by a number
or symbol, as long as the member
maintains documentation identifying
the customer.14
The Exchange proposes to
correspondingly adopt Rule 406—NYSE
Amex Equities as new Rule 3250—
NYSE Amex Equities in the form
proposed by the NYSE.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,15 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,16 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
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, if
consistent with the protection of
investors and the public interest, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 17 and Rule 19b–
4(f)(6) thereunder.18
The Exchange has requested that the
Commission waive the 30-day operative
delay so that the proposal may become
operative immediately upon filing. The
Commission has determined that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest
because such waiver will ensure the
elimination of any potential regulatory
gap among the Exchange’s, the NYSE’s
15 15
erowe on DSK5CLS3C1PROD with NOTICES
12 Id.
As noted by FINRA, member organizations
are subject to additional requirements regarding
customer accounts under the Act. See, e.g., 17 CFR
240.17a–3(a)(9) (requiring records indicating the
name and address of the beneficial owner of cash
and margin customer accounts).
13 See Securities Exchange Act Release No. 59947
(May 20, 2009), 74 FR 25293 (May 27, 2009).
14 See SR–NYSE–2009–75, formally submitted on
July 28, 2009.
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15:04 Aug 21, 2009
Jkt 217001
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
17 15 U.S.C. 78s(b)(3)(A).
18 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. The Exchange has satisfied this
requirement.
16 15
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Fmt 4703
Sfmt 4703
42715
and FINRA’s rules. Therefore, the
Commission designates the proposal
operative upon filing.19
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
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSEAMEX–2009–51 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–NYSEAMEX–2009–51. 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 the filing will also be available
19 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).
E:\FR\FM\24AUN1.SGM
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42716
Federal Register / Vol. 74, No. 162 / Monday, August 24, 2009 / Notices
for inspection and copying at the
principal office of the Exchange and on
its Web site at https://www.nyse.com. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEAMEX–2009–51 and
should be submitted on or before
September 14, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–20198 Filed 8–21–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60510; File No. SR–FICC–
2009–08]
Self-Regulatory Organizations; Fixed
Income Clearing Corporation; Notice of
Filing and Order Granting Accelerated
Approval on a Temporary Basis of
Proposed Rule Change To Modify the
Rules of the Government Securities
Division Regarding the Calculation of
Clearing Fund Deposits Relating to
Inter-Dealer Broker Positions
August 17, 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 August
10, 2009, the Fixed Income Clearing
Corporation (‘‘FICC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change described in Items I, II, and III
below, which items have been prepared
primarily by FICC. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested parties and is granting
accelerated approval of the proposal
through August 20, 2010.
erowe on DSK5CLS3C1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The proposed rule change seeks to
modify the rules of FICC’s Government
Securities Division (‘‘GSD’’) regarding
the calculation of clearing fund deposits
relating to inter-dealer broker positions.
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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15:04 Aug 21, 2009
Jkt 217001
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FICC 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. FICC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.3
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
The GSD maintains a clearing fund
comprised of member deposits of cash
and eligible securities to provide
liquidity and to enable FICC to satisfy
any losses that might otherwise be
incurred as a result of a member’s
default and the subsequent close-out of
its positions. GSD uses a Value-at-Risk
(‘‘VaR’’) methodology to calculate
clearing fund requirements.4 The
clearing fund methodology used by GSD
analyzes risk by reference to three
factors: (i) End-of-day VaR charge to
assess market volatility for observed
open positions at the end-of-day after
giving effect to offsetting positions
within the portfolio; (ii) margin
requirement differential (‘‘MRD’’) to
address intraday risk; and (iii) coverage
component (‘‘CC’’) to adjust the
calculation if necessary to reach a given
confidence level. The margin
calculation is predicated upon an
assumption that the open positions of a
defaulting member would be liquidated
at the end of a three-day period.
Inter-dealer brokers (‘‘IDBs’’) function
as intermediaries trading with multiple
counterparties and with respect to
government securities trades, provide
anonymity and liquidity for trading
partners. IDBs operate on small spreads,
handle large transactions, and perform a
critical function in the government
securities market in the absence of a
centralized trading exchange.
IDBs submit affirmed trades from
their systems to GSD, each trade already
matched to the counterparty that will
ultimately deliver or receive the
securities. Although IDBs generally do
not maintain positions, they may have
3 The Commission has modified the text of the
summaries prepared by FICC.
4 VaR is defined as the maximum amount of
money that may be lost on a given portfolio over
a given period of time within a given level of
confidence.
PO 00000
Frm 00073
Fmt 4703
Sfmt 4703
positions versus GSD when their
counterparties are not GSD members.
Because these trades are matched by the
IDB to a counterparty prior to
submission to the GSD, the risk to FICC
in the case of an IDB’s default is
different from that presented when a
dealer member submits a trade that may
not have been already matched to a
counterparty.
The clearing fund requirement
applicable to IDBs has increased
significantly because of recent market
volatility to the point where FICC
believes it is disproportionate to the risk
that IDB activity presents to GSD. Given
the importance of IDB transactions in
the government securities marketplace,
unsustainable margin requirements on
GSD IDB activity may be harmful and
may introduce systemic risk in the event
members are motivated to avoid
imposition of disproportionate changes
by netting outside of GSD or by delaying
trade submission until later in the day.5
To alleviate this situation, FICC is
proposing to use a one-day liquidation
assumption when calculating margin
applicable to IDB activity.6 The
assumption of a three-day liquidation
period will continue to apply to nonIDB activity. Since IDB trades are
matched prior to submission, FICC
believes that the one-day liquidation
period is a reasonable assumption. FICC
will continue to monitor the IDB
activity of its members and will
periodically reassess whether the oneday liquidation period provides
adequate coverage. In this regard, FICC
will provide the Commission with data
to allow the Commission to track the
magnitudes and behaviors of the VaR for
a one-day liquidation horizon and for a
three-day liquidation horizon, and with
such other information that the
Commission may request. FICC further
notes its ability to impose special
charges in response to market
circumstances or other risk factors with
respect to a particular member.
FICC believes that the proposed rule
change is consistent with the
requirements of Section 17A of the Act 7
and the rules and regulations
thereunder because the proposed
change will modify the calculation of
clearing fund deposits of IDB positions
so that the clearing fund contribution is
5 Accordingly, GSD invoked its emergency power
to adjust CC to IDB transactions in November 2008
and conducted a review of the current margin
methodology as applied to IDB activity. As a result,
CC currently is not calculated with respect to interdealer broker repo transactions, and GSD has
recently adjusted the CC charge with respect to
certain cash IDB transactions on a temporary basis.
6 Margin calculated for all other activity is based
on a three-day liquidation horizon.
7 U.S.C. 78q–1.
E:\FR\FM\24AUN1.SGM
24AUN1
Agencies
[Federal Register Volume 74, Number 162 (Monday, August 24, 2009)]
[Notices]
[Pages 42714-42716]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-20198]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60511; File No. SR-NYSEAMEX-2009-51]
Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing
and Immediate Effectiveness of a Proposed Rule Change by NYSE Amex LLC
Adopting Rule 406--NYSE Amex Equities as New Rule 3250--NYSE Amex
Equities To Conform to a Proposed Rule Change Submitted in a Companion
Filing by the New York Stock Exchange LLC
August 17, 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 July 28, 2009, NYSE Amex LLC (the ``Exchange'' or ``NYSE
Amex'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I and II
below, which Items have been substantially prepared by the self-
regulatory organization. The Exchange has designated this proposal
eligible for immediate effectiveness pursuant to Section 19(b)(3)(A) of
the Act \3\ and Rule 19b-4(f)(6) thereunder.\4\ 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\ 15 U.S.C. 78s(b)(3)(A).
\4\ 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 adopt Rule 406--NYSE Amex Equities
(Designation of Accounts) as new Rule 3250--NYSE Amex Equities to
conform to a proposed rule change submitted in a companion filing by
the New York Stock Exchange LLC (``NYSE'').\5\ The text of the proposed
rule change is available at the Exchange, the Commission's Public
Reference Room, and https://www.nyse.com.
---------------------------------------------------------------------------
\5\ See SR-NYSE-2009-75, formally submitted on July 28, 2009.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to adopt Rule 406 NYSE
Amex Equities (Designation of Accounts) as new Rule 3250 NYSE Amex
Equities to conform to a proposed rule change submitted in a companion
filing by the NYSE.\6\
---------------------------------------------------------------------------
\6\ The Commission notes that this proposed rule change would
also conform NYSE Amex Rules with a rule change recently filed by
the Financial Industry Regulatory Authority, Inc. (``FINRA'') and
approved by the Commission. See Securities Exchange Act Release No.
59947 (May 20, 2009), 74 FR 25293 (May 27, 2009) (order approving
FINRA 2009-017).
---------------------------------------------------------------------------
Background
As described more fully in a related rule filing,\7\ 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, a subsidiary of AMC, became a subsidiary of NYSE
Euronext called NYSE Alternext U.S. LLC, and continues to operate as a
national securities exchange registered under Section 6 of the Act.\8\
The effective date of the Merger was October 1, 2008.
---------------------------------------------------------------------------
\7\ 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).
\8\ 15 U.S.C. 78f.
---------------------------------------------------------------------------
In connection with the Merger, on December 1, 2008, the Exchange
relocated all equities trading conducted on the Exchange legacy trading
systems and facilities located at 86 Trinity Place, New York, New York,
to trading systems and facilities located at 11 Wall Street, New York,
New York (the ``Equities Relocation''). The Exchange's equity trading
systems and facilities at 11 Wall Street (the ``NYSE Amex Trading
Systems'') are operated by the NYSE on behalf of the Exchange.\9\
---------------------------------------------------------------------------
\9\ 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 Amex adopted NYSE Rules 1-
1004, subject to such changes as necessary to apply the Rules to the
Exchange, as the NYSE Amex Equities Rules to govern trading on the NYSE
Amex Trading Systems.\10\ The NYSE Amex Equities Rules, which became
operative on December 1, 2008, are substantially identical to the
current NYSE Rules 1-1004 and the Exchange continues to update the NYSE
Amex Equities Rules as necessary to conform with rule changes to
corresponding NYSE Rules filed by the NYSE.
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release Nos. 58705 (October 1,
2008), 73 FR 58995 (October 8, 2008) (SR-Amex 2008-63); 58833
(October 22, 2008), 73 FR 64642 (October 30, 2008) (SR-NYSE-2008-
106); 58839 (October 23, 2008), 73 FR 64645 (October 30, 2008) (SR-
NYSEALTR-2008-03); 59022 (November 26, 2008), 73 FR 73683 (December
3, 2008) (SR-NYSEALTR-2008-10); and 59027 (November 28, 2008), 73 FR
73681 (December 3, 2008) (SR-NYSEALTR-2008-11).
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Proposed Conforming Amendment to NYSE Amex Equities Rules
As noted above, the Exchange proposes to adopt Rule 406--NYSE Amex
Equities as new Rule 3250--NYSE Amex Equities to conform to a proposed
rule change submitted in a companion filing by the NYSE. As discussed
in more detail below, the NYSE is filing the proposed rule change to
harmonize the NYSE Rules with a change to corresponding Incorporated
NYSE Rules filed by FINRA and approved by the Commission.\11\ Unless
specifically noted, the Exchange is proposing to adopt the NYSE's
proposed rule change in the form that it has been approved for filing
by the Commission, subject to such technical changes as are necessary
to apply the NYSE's proposed rule change to the Exchange. The Exchange
further proposes that the operative date of the rule change be the same
as the operative date of the NYSE's proposed rule change on which this
filing is based.
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\11\ See Securities Exchange Act Release No. 59947 (May 20,
2009), 74 FR 25293 (May 27, 2009) (order approving FINRA 2009-017).
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Specifically, FINRA adopted FINRA Incorporated NYSE Rule 406
[[Page 42715]]
(Designation of Accounts) as consolidated FINRA Rule 3250, subject to
some minor technical changes. FINRA Rule 3250 provides that no member
shall carry an account on its books in the name of a person other than
that of the customer. However, an account may be designated by a number
or symbol, provided the member organization has a written statement of
ownership signed by the customer.\12\
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\12\ Id. As noted by FINRA, member organizations are subject to
additional requirements regarding customer accounts under the Act.
See, e.g., 17 CFR 240.17a-3(a)(9) (requiring records indicating the
name and address of the beneficial owner of cash and margin customer
accounts).
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FINRA adopted FINRA Incorporated NYSE Rule 406 (Designation of
Accounts) as consolidated FINRA Rule 3250 because it believes the Rule
is an important enforcement tool used to address, inter alia, sales
practice abuses, including commingling of funds, failure to disclose
ownership interests in accounts and unauthorized trading, and should be
applied to all FINRA members. In addition, the Rule provides customers
and their accounts with a level of anonymity that may be useful while
still permitting identification to the member organization carrying the
account as well as regulators. Upon adoption of Rule 3250, FINRA made
minor technical changes to apply the Rule to all FINRA members,
replacing the terms ``member organization'' or ``organization'' with
the term ``member.'' \13\
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\13\ See Securities Exchange Act Release No. 59947 (May 20,
2009), 74 FR 25293 (May 27, 2009).
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To harmonize the NYSE Rules with the approved FINRA Rules, NYSE
correspondingly proposes to adopt NYSE Rule 406 as new Rule 3250, which
is substantially similar to the new FINRA rule. As proposed, NYSE Rule
3250 adopts the same language as FINRA Rule 3250, except for retaining
or adding, as needed, the term ``member organization'' and making
corresponding technical changes. As with the consolidated FINRA Rule,
under proposed NYSE Rule 3250 Exchange member organizations will be
required to carry customer accounts in the name of the customer, except
that an account may be designated by a number or symbol, as long as the
member maintains documentation identifying the customer.\14\
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\14\ See SR-NYSE-2009-75, formally submitted on July 28, 2009.
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The Exchange proposes to correspondingly adopt Rule 406--NYSE Amex
Equities as new Rule 3250--NYSE Amex Equities in the form proposed by
the NYSE.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\15\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\16\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and, in general, to protect investors and the
public interest.
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\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
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, if consistent with
the protection of investors and the public interest, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \17\ and Rule 19b-
4(f)(6) thereunder.\18\
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\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 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.
The Exchange has satisfied this requirement.
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The Exchange has requested that the Commission waive the 30-day
operative delay so that the proposal may become operative immediately
upon filing. The Commission has determined that waiving the 30-day
operative delay is consistent with the protection of investors and the
public interest because such waiver will ensure the elimination of any
potential regulatory gap among the Exchange's, the NYSE's and FINRA's
rules. Therefore, the Commission designates the proposal operative upon
filing.\19\
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\19\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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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
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NYSEAMEX-2009-51 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-NYSEAMEX-2009-51. 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 the filing will also be available
[[Page 42716]]
for inspection and copying at the principal office of the Exchange and
on its Web site at https://www.nyse.com. All comments received will be
posted without change; the Commission does not edit personal
identifying information from submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-NYSEAMEX-2009-51 and should be submitted
on or before September 14, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-20198 Filed 8-21-09; 8:45 am]
BILLING CODE 8010-01-P