Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Clarify the Definition of “Narrow-Based Index”, 43739-43741 [E9-20656]
Download as PDF
Federal Register / Vol. 74, No. 165 / Thursday, August 27, 2009 / Notices
mstockstill on DSKH9S0YB1PROD with NOTICES
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
As discussed above, all NYSE Amex
market participants will be able to view
Electronic Complex Orders in the
Consolidated Book and submit
Electronic Complex Orders to the CME
to trade against orders in the
Consolidated Book. Accordingly, the
Commission believes that the proposal
could increase the transparency of
Electronic Complex Orders and
facilitate their execution.
The proposal provides customer
Electronic Complex Orders with priority
over non-customer Electronic Complex
Orders at the same price,22 and also
preserves the priority of customer orders
in the individual leg markets. In this
regard, if individual customer orders in
the Consolidated Book can execute an
incoming Electronic Complex Order in
full, or in a permissible ratio, at the
same total net debit or credit as an
Electronic Complex Order in the
Consolidated Book, the individual
customer orders will have priority.23
Further, when an Electronic Complex
Order is executed, the price of at least
one leg of the order must trade at a price
that is better than the corresponding
price of all customer bids or offers in the
Consolidated Book for that series by at
least one standard trading increment.24
The Commission believes that it is
reasonable and consistent with the Act
for NYSE Amex not to provide a
guaranteed allocation to Specialists, as
described above, because Specialists do
not have quoting obligations for
complex strategies.
Finally, the Commission believes that
the proposal could facilitate the
execution of stock-option orders on the
Amex by providing for the electronic
handling and execution of these orders,
which currently must be handled
manually. The Commission notes that
proposal provides for the execution of
stock-option orders submitted to the
CME in a manner that is consistent with
the Amex’s existing priority rules for
stock-option orders, which provide the
options leg of a stock-option order with
priority over bids (offers) in the trading
crowd at the same price, but not over
public customer orders in the
Consolidated Book.25 Accordingly, the
22 See
NYSE Amex Rule 980NY(b).
NYSE Amex Rule 980NY(c)(i).
24 See NYSE Amex Rule 980NY, Commentary .02.
25 See NYSE Amex Rule 963NY(d). The
Commission notes that the proposed rules
governing the handling of Stock/option Orders are
substantially similar to rules adopted by the
Chicago Board Options Exchange, Incorporated,
which the Commission reviewed previously. See
23 See
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17:19 Aug 26, 2009
Jkt 217001
Commission finds that the NYSE Amex
rules concerning the execution of Stock/
option Orders submitted to the CME are
consistent with the Act.
IV. Accelerated Approval of Proposed
Rule Change, as Modified by
Amendment No. 1
The Commission finds good cause to
approve the proposed rule change, as
modified by Amendment No. 1, prior to
the thirtieth day after publication for
comment in the Federal Register.
Amendment No. 1, which inserts a
reference to ‘‘quotes’’ that was omitted
erroneously and replaces an incorrect
cross-reference in the proposed rule
text, help to clarify the proposed rule
change and do not differ materially from
the proposal as published in the Federal
Register on July 19, 2009. Accordingly,
the Commission finds good cause,
consistent with Section 19(b)(2) of the
Act,26 to approve the proposed rule
change, as modified by Amendment No.
1, on an accelerated basis.
V. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning Amendment No.
1, including whether Amendment No. 1
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–2009–42 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–2009–42. 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
CBOE Rule 6.53C, Commentary .06. See also
Securities Exchange Act Release Nos. 56903
(December 5, 2007), 72 FR 70356 (December 11,
2007) (File No. SR–CBOE–2007–68) (order
approving rules relating to the electronic handling
and execution of stock-option orders); and 59585
(March 17, 2009), 74 FR 12416 (March 24, 2009)
(File No. SR–CBOE–2009–017) (notice of filing and
immediate effectiveness of rules allowing
conversions and reversals to be routed to the
electronic complex order book).
26 15 U.S.C. 78s(b)(2).
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Fmt 4703
Sfmt 4703
43739
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 also will be available
for inspection and copying at the
principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly.
All submissions should refer to File
Number SR–NYSEAmex–2009–42 and
should be submitted on or before
September 17, 2009.
VI. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,27 that the
proposed rule change (SR–NYSEAmex–
2009–42), as modified by Amendment
No. 1, is approved on an accelerated
basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.28
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–20654 Filed 8–26–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60556; File No. SR–CBOE–
2009–061]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Clarify the Definition
of ‘‘Narrow-Based Index’’
August 21, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
27 15
28 17
E:\FR\FM\27AUN1.SGM
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
27AUN1
43740
Federal Register / Vol. 74, No. 165 / Thursday, August 27, 2009 / Notices
‘‘Act’’) 1 and Rule 19b–4 2 thereunder,
notice is hereby given that on August
18, 2009, the Chicago Board Options
Exchange, Incorporated (‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange filed the
proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
Section 19(b)(3)(A)(iii) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
CBOE proposes to amend Rule
24.1(i)(2) by clarifying the definition of
‘‘industry index’’ and ‘‘narrow-basedindex’’ to include indices having
component securities that are all
headquartered within a single country.
The text of the rule proposal is available
on the Exchange’s Web site (https://
www.cboe.org/legal), at the Exchange’s
Office of the Secretary and at the
Commission.
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
mstockstill on DSKH9S0YB1PROD with NOTICES
1. Purpose
This proposed rule change is based on
a filing previously submitted by
NASDAQ OMX PHLX, Inc (‘‘PHLX’’)
that was effective on filing.5
CBOE proposes to amend Rule
24.1(i)(2), which defines the terms
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
5 See Exchange Act Release No. 60150 (June 19,
2009), 74 FR 30658 (June 26, 2009) (SR–Phlx–2009–
35).
2 17
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17:19 Aug 26, 2009
Jkt 217001
‘‘industry index’’ and ‘‘narrow-based
index’’ to mean ‘‘an index designed to
be representative of a particular
industry or a group of related
industries,’’ to also accommodate an
index having component securities that
are all headquartered within a single
country to be listed as a narrow-based
index pursuant to Exchange rules. This
would enable options based on an
index, including companies all
headquartered within a single country,
to be rightfully considered as a generic
narrow-based index for purposes of
listing on the Exchange and trading.
The listing and trading of index
options on the Exchange is generally
conditioned on the ability to meet the
rule requirements for narrow-based,
micro-narrow based and broad based
indices.6 More particularly regarding
narrow-based indices, Rule 24.2(b)
states that the Exchange may trade
options on an underlying index
pursuant to Rule 19b–4(e) of the Act 7
where all of the conditions noted are
satisfied.8 Indeed, the Exchange has,
and continues to, list and trade options
on narrow-based indices based on
industries or a group of related
industries that are located within
various countries. These options are
traded pursuant to the Exchange’s index
option trading rules.9
With the Exchange’s interpretation of
Rule 24.1(i)(2) as discussed herein, the
Exchange proposes to list and trade
options, pursuant to Rule 24.2(b), on an
index(es) that has component securities,
which are all headquartered within a
single country. The Exchange represents
that, in all other material aspects, the
underlying narrow-based index would
be required to satisfy all other
requirements for generic listing and
trading pursuant to Rule 24.2(b) and
6 Broad-based (or market) and micro narrowbased indices, which are not at issue in this filing,
are defined in Rule 24.1(i)(1) and 24.1(i)(3).
7 The International Securities Exchange and
PHLX have the same ability pursuant to their own
rules.
8 These include the index is capitalizationweighted, price-weighted, modified capitalizationweighted or equal dollar-weighted, and consists of
ten or more component securities; each component
security has a market capitalization of at least $75
million, except that for each of the lowest weighted
component securities in the index that in the
aggregate account for no more than 10% of the
weight of the index; the market capitalization is at
least $50 million; and trading volume of each
component security has been at least one million
shares for each of the last six months, except that
for each of the lowest weighted component
securities in the index that in the aggregate account
for no more than 10% of the weight of the index,
trading volume has been at least 500,000 shares for
each of the last six months. See Rule 24.2(b)(1)–(12)
or all of the conditions [sic].
9 See Chapter XXIV (index options trading rules).
See also Chapters I through XIX (general options
trading rules).
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Frm 00077
Fmt 4703
Sfmt 4703
options on such indices would be
traded pursuant to the Exchange’s
trading rules.10 The proposed rule
change simply seeks to clarify that the
generic listing and trading standards
would cover an index that otherwise
qualifies as a ‘‘narrow-based index,’’
with the exception that the component
securities of the index are all
headquartered within a single country.
The Exchange represents that its
existing surveillance procedures
applicable to trading in options will be
adequate to properly monitor the
trading in options on these narrowbased indices.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act 11
and the rules and regulations
thereunder and, in particular, the
requirements of Section 6(b) of the
Act.12 Specifically, the Exchange
believes the proposed rule change is
consistent with the Section 6(b)(5) 13
requirements that the rules of an
exchange be designed to promote just
and equitable principles of trade, to
prevent fraudulent and manipulative
acts, to remove impediments to and to
perfect the mechanism for a free and
open market and a national market
system, and, in general, to protect
investors and the public interest by
clarifying the term ‘‘narrow-based
index’’ also accommodates an index
having component securities that are all
headquartered within a single country.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition 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.
10 See id. The trading rules include, among other
things, position limits, exercise limits and terms of
options contracts (Rules 24.4A, 24.5 and 24.9). See
also Securities Exchange Act Release No. 4052 (July
18, 2000), 65 FR 45805 (July 25, 2000) (SR–CBOE–
00–16) (order approving narrow-based index
options position limit increase to 18,000, 24,000
and 31,500 contracts).
11 15 U.S.C. 78f(b)(1). [sic]
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 74, No. 165 / Thursday, August 27, 2009 / Notices
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
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,
provided that the self-regulatory
organization has given 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 proposed rule change
has become effective pursuant to
Section 19(b)(3)(A) of the Act 14 and
Rule 19b–4(f)(6) thereunder.15 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.
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:
mstockstill on DSKH9S0YB1PROD with NOTICES
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–CBOE–2009–061 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–CBOE–2009–061. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make publicly available. All
submissions should refer to File
Number SR–CBOE–2009–061 and
should be submitted on or before
September 17, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–20656 Filed 8–26–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60555; File No. SR–CBOE–
2009–039]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Approving
Proposed Rule Change, as Modified by
Amendment No. 1, To Extend the Delta
Hedging Exemption From Equity
Options Position Limits to Customers
August 21, 2009.
On June 19, 2009, the Chicago Board
Options Exchange, Incorporated
(‘‘Exchange’’ or ‘‘CBOE’’) 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
extend the delta hedging exemption
14 15
16 17
15 17
1 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). CBOE has satisfied the
five business-day prefiling requirement.
VerDate Nov<24>2008
17:19 Aug 26, 2009
Jkt 217001
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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Fmt 4703
Sfmt 4703
43741
from equity option position limits to
positions of customers who hedge those
positions in accordance with a pricing
model maintained and operated by The
Options Clearing Corporation (‘‘OCC’’).
On July 8, 2009, CBOE filed
Amendment No. 1 to the proposed rule
change. The proposed rule change was
published for comment in the Federal
Register on July 17, 2009.3 The
Commission received no comment
letters on the proposal. This order
approves the proposed rule change, as
modified by Amendment No. 1.
In December 2007, the Commission
approved a CBOE proposal to create an
exemption from position and exercise
limits 4 applicable to equity options
(stock options and options on exchangetraded funds) for positions held by
CBOE members and certain nonmember affiliates that are ‘‘delta
neutral’’ 5 under a ‘‘permitted pricing
model’’ 6 (‘‘Exemption’’).7 When a
position is not delta neutral, only the
option contract equivalent of the net
delta 8 of the position remains subject to
the position limits in Rule 4.11.9
3 See Securities Exchange Act Release No. 60271
(July 9, 2009), 74 FR 34842.
4 Rule 4.12 establishes exercise limits for an
option at the same level as the option’s position
limit under Rule 4.11.
5 The term ‘‘delta neutral’’ is defined in Rule
4.11.04(c)(A) as referring to an equity option
position that is hedged, in accordance with a
permitted pricing model, by a position in the
underlying security or one or more instruments
relating to the underlying security, for the purpose
of offsetting the risk that the value of the option
position will change with incremental changes in
the price of the security underlying the option
position.
6 Under Rule 4.11.04(c)(C), ‘‘permitted pricing
model’’ for purposes of the Exemption is a pricing
model: (1) Maintained and operated by the OCC
(‘‘OCC Model’’); (2) maintained and used by a
member or its non-member affiliate subject to
consolidated supervision by the Commission
pursuant to Appendix E of Rule 15c3–1, 17 CFR
240.15c3–1, under the Act; (3) maintained and used
by a financial holding company (‘‘FHC’’) or a
company treated as an FHC under the Bank Holding
Company Act of 1956, or its affiliate subject to
consolidated holding company group supervision;
(4) maintained and used by a Commissionregistered OTC derivatives dealer; or (5) used by a
national bank under the National Bank Act. See
Rule 4.11.04(c)(C).
7 See Securities Exchange Act Release No. 56970
(December 14, 2007), 72 FR 72428 (December 20,
2007) (SR–CBOE–2007–99) (‘‘Exemption Approval
Order’’).
8 ‘‘Net delta’’ means, at any time, the number of
shares (either long or short) required to offset the
risk that the value of an equity option position will
change with incremental changes in the price of the
security underlying the option position. ‘‘Options
contract equivalent of the net delta’’ means the net
delta divided by the number of shares underlying
the options contract. See Rule 4.11.04(c)(B).
9 The Commission notes that CBOE Rule 4.11.04
provides for multiple, independent hedge
exemptions. Of course, to the extent that a position
is used to hedge for the purpose of one exemption
from position limit requirements, such as the delta
Continued
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Agencies
[Federal Register Volume 74, Number 165 (Thursday, August 27, 2009)]
[Notices]
[Pages 43739-43741]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-20656]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60556; File No. SR-CBOE-2009-061]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Clarify the Definition of ``Narrow-Based Index''
August 21, 2009.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the
[[Page 43740]]
``Act'') \1\ and Rule 19b-4 \2\ thereunder, notice is hereby given that
on August 18, 2009, the Chicago Board Options Exchange, Incorporated
(``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I and II below, which Items have been prepared by the
Exchange. The Exchange filed the proposal as a ``non-controversial''
proposed rule change pursuant to Section 19(b)(3)(A)(iii) 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)(iii).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
CBOE proposes to amend Rule 24.1(i)(2) by clarifying the definition
of ``industry index'' and ``narrow-based-index'' to include indices
having component securities that are all headquartered within a single
country. The text of the rule proposal is available on the Exchange's
Web site (https://www.cboe.org/legal), at the Exchange's Office of the
Secretary and at the Commission.
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
This proposed rule change is based on a filing previously submitted
by NASDAQ OMX PHLX, Inc (``PHLX'') that was effective on filing.\5\
---------------------------------------------------------------------------
\5\ See Exchange Act Release No. 60150 (June 19, 2009), 74 FR
30658 (June 26, 2009) (SR-Phlx-2009-35).
---------------------------------------------------------------------------
CBOE proposes to amend Rule 24.1(i)(2), which defines the terms
``industry index'' and ``narrow-based index'' to mean ``an index
designed to be representative of a particular industry or a group of
related industries,'' to also accommodate an index having component
securities that are all headquartered within a single country to be
listed as a narrow-based index pursuant to Exchange rules. This would
enable options based on an index, including companies all headquartered
within a single country, to be rightfully considered as a generic
narrow-based index for purposes of listing on the Exchange and trading.
The listing and trading of index options on the Exchange is
generally conditioned on the ability to meet the rule requirements for
narrow-based, micro-narrow based and broad based indices.\6\ More
particularly regarding narrow-based indices, Rule 24.2(b) states that
the Exchange may trade options on an underlying index pursuant to Rule
19b-4(e) of the Act \7\ where all of the conditions noted are
satisfied.\8\ Indeed, the Exchange has, and continues to, list and
trade options on narrow-based indices based on industries or a group of
related industries that are located within various countries. These
options are traded pursuant to the Exchange's index option trading
rules.\9\
---------------------------------------------------------------------------
\6\ Broad-based (or market) and micro narrow-based indices,
which are not at issue in this filing, are defined in Rule
24.1(i)(1) and 24.1(i)(3).
\7\ The International Securities Exchange and PHLX have the same
ability pursuant to their own rules.
\8\ These include the index is capitalization-weighted, price-
weighted, modified capitalization-weighted or equal dollar-weighted,
and consists of ten or more component securities; each component
security has a market capitalization of at least $75 million, except
that for each of the lowest weighted component securities in the
index that in the aggregate account for no more than 10% of the
weight of the index; the market capitalization is at least $50
million; and trading volume of each component security has been at
least one million shares for each of the last six months, except
that for each of the lowest weighted component securities in the
index that in the aggregate account for no more than 10% of the
weight of the index, trading volume has been at least 500,000 shares
for each of the last six months. See Rule 24.2(b)(1)-(12) or all of
the conditions [sic].
\9\ See Chapter XXIV (index options trading rules). See also
Chapters I through XIX (general options trading rules).
---------------------------------------------------------------------------
With the Exchange's interpretation of Rule 24.1(i)(2) as discussed
herein, the Exchange proposes to list and trade options, pursuant to
Rule 24.2(b), on an index(es) that has component securities, which are
all headquartered within a single country. The Exchange represents
that, in all other material aspects, the underlying narrow-based index
would be required to satisfy all other requirements for generic listing
and trading pursuant to Rule 24.2(b) and options on such indices would
be traded pursuant to the Exchange's trading rules.\10\ The proposed
rule change simply seeks to clarify that the generic listing and
trading standards would cover an index that otherwise qualifies as a
``narrow-based index,'' with the exception that the component
securities of the index are all headquartered within a single country.
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\10\ See id. The trading rules include, among other things,
position limits, exercise limits and terms of options contracts
(Rules 24.4A, 24.5 and 24.9). See also Securities Exchange Act
Release No. 4052 (July 18, 2000), 65 FR 45805 (July 25, 2000) (SR-
CBOE-00-16) (order approving narrow-based index options position
limit increase to 18,000, 24,000 and 31,500 contracts).
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The Exchange represents that its existing surveillance procedures
applicable to trading in options will be adequate to properly monitor
the trading in options on these narrow-based indices.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act \11\ and the rules and regulations thereunder and, in
particular, the requirements of Section 6(b) of the Act.\12\
Specifically, the Exchange believes the proposed rule change is
consistent with the Section 6(b)(5) \13\ requirements that the rules of
an exchange be designed to promote just and equitable principles of
trade, to prevent fraudulent and manipulative acts, to remove
impediments to and to perfect the mechanism for a free and open market
and a national market system, and, in general, to protect investors and
the public interest by clarifying the term ``narrow-based index'' also
accommodates an index having component securities that are all
headquartered within a single country.
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\11\ 15 U.S.C. 78f(b)(1). [sic]
\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change will impose any
burden on competition 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.
[[Page 43741]]
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule 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, provided that the self-regulatory
organization has given 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 proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act \14\ and Rule 19b-
4(f)(6) thereunder.\15\ 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.
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f)(6). CBOE has satisfied the five
business-day prefiling requirement.
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. 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-CBOE-2009-061 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-CBOE-2009-061. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make publicly available. All
submissions should refer to File Number SR-CBOE-2009-061 and should be
submitted on or before September 17, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-20656 Filed 8-26-09; 8:45 am]
BILLING CODE 8010-01-P