Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX, Inc. Relating to a Retroactive Waiver of the Cancellation Fee, 46264-46266 [E9-21611]
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46264
Federal Register / Vol. 74, No. 172 / Tuesday, September 8, 2009 / Notices
designed to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. The proposed rule
change supports these principles in that
it serves to increase the liquidity
available at the NBBO. The Exchange
believes that increased liquidity at the
NBBO will lead to enhanced market
quality which ultimately serves 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, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 10 and Rule 19b–
4(f)(6) thereunder.11
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
Act 12 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6) 13
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. 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 believes that waiving the
10 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
12 17 CFR 240.19b–4(f)(6).
13 Id.
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30-day operative delay 14 is consistent
with the protection of investors and the
public interest because such waiver will
permit the Exchange to immediately
apply the new enhanced quoting
requirements.
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.
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make publicly available. All
submissions should refer to File
Number SR–NYSE–2009–91 and should
be submitted on or before September 29,
2009.
IV. Solicitation of Comments
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–21586 Filed 9–4–09; 8:45 am]
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–NYSE–2009–91 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSE–2009–91. 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,
14 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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BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60606; File No. SR–Phlx–
2009–76]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX, Inc. Relating to a
Retroactive Waiver of the Cancellation
Fee
September 1, 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
27, 2009, NASDAQ OMX PHLX, Inc.
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘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
The Exchange proposes to
retroactively waive the Cancellation Fee
for the month of July 2009 and issue a
rebate to member organizations for
Cancellation Fees that were assessed in
July 2009.
The text of the proposed rule change
is available on the Exchange’s Website
at https://nasdaqomxphlx.
cchwallstreet.com/NASDAQOMXPHLX/
15 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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Federal Register / Vol. 74, No. 172 / Tuesday, September 8, 2009 / Notices
Filings/, at the principal office of the
Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange 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
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to rebate monies previously
assessed for the Cancellation Fee in July
2009 to all member organizations.
During the month of July 2009, member
organizations were assessed $2.10 per
order for each cancelled electronicallydelivered 3 order in excess of the
number of orders executed on the
Exchange by a member organization in
a given month.4 The Exchange
calculates the Cancellation Fee by
aggregating all orders and cancels
received by the Exchange and totaling
those orders by member organization.
The Exchange aggregates and counts as
one executed customer 5 option order all
customer orders from the same member
organization that are executed in the
same series on the same side of the
market at the same price within a 300
second period.6 The following order
3 See
Exchange Rule 1080.
Securities Exchange Act Release No. 60046
(June 4, 2009), 74 FR 28083 (June 12, 2009) (SR–
Phlx–2009–44) (assessing $2.10 per order for each
cancelled electronically-delivered order and limit
the applicability of the Cancellation Fee to
cancelled electronically delivered customer orders.)
5 See e.g. Exchange Rule 1080(b)(i)(A) which
defines customer order as ‘‘* * * is any order
entered on behalf of a public customer, and does
not include any order entered for the account of a
broker-dealer, or any account in which a brokerdealer or an associated person of a broker-dealer has
any direct or indirect interest.’’
6 See Securities Exchange Act Release No. 60188
(June 29, 2009), 74 FR 32986 (July 9, 2009) (SR–
Phlx–2009–48) (aggregating options orders within a
specified time period for the purpose of assessing
the Cancellation Fee). At least 500 cancellations
must be made in a given month by a member
organization in order for a member organization to
be assessed the Cancellation Fee. The Cancellation
Fee is not assessed in a month in which fewer than
500 electronically-delivered orders are cancelled.
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activity is exempt from the Cancellation
Fee: (i) Pre-market cancellations 7 (ii)
Complex Orders 8 that are submitted
electronically; (iii) unfilled Immediateor-Cancel 9 customer orders; and (iv)
cancelled customer orders that
improved the Exchange’s prevailing bid
or offer (PBBO) market at the time the
customer orders were received by the
Exchange.
The Exchange assessed the applicable
Cancellation Fee of $2.10 per order on
member organizations, as specified
above, during the month of July 2009.
The Exchange believes that recent
changes to the Cancellation Fee may
have created confusion among its
members as to the applicability of the
fee and/or its calculation. The Exchange
has explained the current fee
applicability to its member
organizations 10 and as a result would
propose to retroactively waive the
Cancellation Fee for the month of July
2009 and issue a rebate to all member
organizations for Cancellation fees
assessed in July 2009. The Exchange
believes that member organizations have
been adequately educated as to the
Exchange’s current Cancellation Fee and
its applicability for future assessments.
Simple cancels and cancel-replacement orders are
the types of orders that are counted when
calculating the number of electronically-delivered
orders. (A cancel-replacement order is a
contingency order consisting of two or more parts
which require the immediate cancellation of a
previously received order prior to the replacement
of a new order with new terms and conditions. If
the previously placed order is already filled
partially or in its entirety the replacement order is
automatically canceled or reduced by such
number.) See Exchange Rule 1066(c)(7). Also, premarket cancellations are not included in the
calculation of the Cancellation Fee as well as
Complex Orders that are submitted electronically.
See Securities Exchange Act Release Nos. 53226
(February 3, 2006), 71 FR 7602 (February 13, 2006)
(SR–Phlx–2005–92); and 53670 (April 18, 2006), 71
FR 21087 (April 24, 2006) (SR–Phlx–2006–21).
7 See Securities Exchange Act Release Nos. 53226
(February 3, 2006), 71 FR 7602 (February 13, 2006)
(SR–Phlx–2005–92); and 53670 (April 18, 2006), 71
FR 21087 (April 24, 2006) (SR–Phlx–2006–21). See
also Securities Exchange Act Release No. 60046
(June 4, 2009), 74 FR 28083 (June 12, 2009) (SR–
Phlx–2009–44).
8 A Complex Order is composed of two or more
option components and is priced as a single order
(a ‘‘Complex Order Strategy’’) on a net debit or net
credit basis.
9 An Immediate-or-Cancel (IOC) order is a limit
order that is to be executed in whole or in part upon
receipt. Any portion not so executed shall be
cancelled.
10 NASDAQ OMX PHLX staff contacted all
member organizations who were assessed a
Cancellation Fee in July 2009 concerning the
applicability and calculation of this fee prior to
August 1, 2009. Additionally, the Exchange
produces a daily cancellation fee reconciliation
report as a tool for member organizations to monitor
their cancel volume and potential charges.
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2. Statutory Basis
The Exchange believes that its
proposal to amend its schedule of fees
is consistent with Section 6(b) of the
Act 11 in general, and furthers the
objectives of Section 6(b)(4) of the Act 12
in particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members. The
Exchange believes that the proposal to
retroactively waive the Cancellation Fee
for the month of July 2009 and issue a
rebate to all member organizations for
fees previously assessed in July 2009 is
fair and equitable in that the waiver will
apply to all member organizations. The
Exchange believes that it has educated
its members as to the applicability of the
current Cancellation Fee and any
confusion has been remedied for future
assessment of this fee.
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 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 either
solicited or received.
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)(A)(ii) of the Act 13 and
paragraph (f)(2) of Rule 19b–4 14
thereunder. 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:
11 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
13 15 U.S.C. 78s(b)(3)(A)(ii).
14 17 CFR 240.19b–4(f)(2).
12 15
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46266
Federal Register / Vol. 74, No. 172 / Tuesday, September 8, 2009 / 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–Phlx–2009–76 on the
subject line.
Paper Comments
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60603; File No. SR–BX–
2009–049]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Correct an
Error in Rule 7018
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
September 1, 2009
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–Phlx-2009–76 and should
be submitted on or before September 29,
2009.
BX is filing a proposed rule change to
correct a typographical error in Rule
7018. The text of the proposed rule
change is attached as Exhibit 5 3 and is
available at https://
nasdaqomxbx.cchwallstreet.com.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–21611 Filed 9–4–09; 8:45 am]
BX is submitting this filing to correct
a typographical error in Rule 7018.4 In
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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
17, 2009, NASDAQ OMX BX, Inc.
All submissions should refer to File
(‘‘BX’’) filed with the Securities and
Number SR–Phlx–2009–76. This file
Exchange Commission (‘‘Commission’’)
number should be included on the
the proposed rule change as described
subject line if e-mail is used. To help the
in Items I, II, and III below, which Items
Commission process and review your
have been prepared by the Exchange.
comments more efficiently, please use
The Commission is publishing this
only one method. The Commission will notice to solicit comments on the
post all comments on the Commission’s proposed rule from interested persons.
Internet Web site (https://www.sec.gov/
I. Self-Regulatory Organization’s
rules/sro.shtml). Copies of the
Statement of the Terms of Substance of
submission, all subsequent
the Proposed Rule Change
amendments, all written statements
BILLING CODE 8010–01–P
15 17
CFR 200.30–3(a)(12).
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17:32 Sep 04, 2009
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, BX
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. BX 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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The Commission notes that Exhibit 5 is attached
to the filing, but is not attached to this Notice.
4 The Commission notes that, as with all filings
submitted under Section 19(b)(3)(A) of the Act, the
filing is effective on the date it was filed, in this
case August 17, 2009.
2 17
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SR–BX–2009–018,5 BX modified its
pricing for execution of orders in
securities listed on The NASDAQ Stock
Market (‘‘NASDAQ’’) and the New York
Stock Exchange (‘‘NYSE’’) by, among
other things, replacing a charge to
access liquidity of $0.0014 per share
executed with a credit of $0.0006 per
share executed. This change was
accurately described in the ‘‘Purpose’’
section of BX’s Form 19b–4 filing,6 in
the Commission’s notice of the filing on
the SEC Web site 7 and in the Federal
Register,8 in widely disseminated
announcements of the pricing change,9
and in the pricing schedule that appears
on BX’s market Web site.10 However,
due to a typographical error, the credit
incorrectly appeared as ‘‘$0.006’’ in
Exhibit 5 to the filing. Accordingly, BX
is submitting this filing to correct the
typographical error. BX has been billing
members in accordance with the correct
fee since the effective date of the change
in April 2009, and accordingly believes
that all of its members that trade on the
NASDAQ OMX BX Equities System are
cognizant of the correct fee.
2. Statutory Basis
BX believes that the proposed rule
change is consistent with the provisions
of Section 6 of the Act,11 in general, and
with Section 6(b)(5) of the Act,12 in
particular, in that it is designed to
remove impediments to and perfect the
mechanism of a fee [sic] and open
market and a national market system.
The proposed rule change corrects a
typographical error in BX Rule 7018.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
BX does not believe that the proposed
rule change will result in any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act, as amended.
5 Securities Exchange Act Release No. 59682
(April 1, 2009), 74 FR 16015 (April 8, 2009) (SR–
BX–2009–018).
6 See https://nasdaqomxbx.cchwallstreet.com/
NASDAQOMXBX/pdf/bx-filings/2009/SR–BX–
2009–018.pdf.
7 See https://www.sec.gov/rules/sro/bx/2009/3459682.pdf.
8 See Securities Exchange Act Release No. 59682
(April 1, 2009), 74 FR 16015 (April 8, 2009) (SR–
BX–2009–018).
9 See https://www.nasdaqtrader.com/
TraderNews.aspx?id=ETA2009–16.
10 See https://www.nasdaqtrader.com/
Trader.aspx?id=bx_pricing.
11 15 U.S.C. 78f.
12 15 U.S.C. 78f(b)(5).
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Agencies
[Federal Register Volume 74, Number 172 (Tuesday, September 8, 2009)]
[Notices]
[Pages 46264-46266]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-21611]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60606; File No. SR-Phlx-2009-76]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX, Inc. Relating
to a Retroactive Waiver of the Cancellation Fee
September 1, 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 27, 2009, NASDAQ OMX PHLX, Inc. (``Phlx'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``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.
---------------------------------------------------------------------------
\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 proposes to retroactively waive the Cancellation Fee
for the month of July 2009 and issue a rebate to member organizations
for Cancellation Fees that were assessed in July 2009.
The text of the proposed rule change is available on the Exchange's
Website at https://nasdaqomxphlx. cchwallstreet.com/NASDAQOMXPHLX/
[[Page 46265]]
Filings/, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange 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 Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to rebate monies
previously assessed for the Cancellation Fee in July 2009 to all member
organizations. During the month of July 2009, member organizations were
assessed $2.10 per order for each cancelled electronically-delivered
\3\ order in excess of the number of orders executed on the Exchange by
a member organization in a given month.\4\ The Exchange calculates the
Cancellation Fee by aggregating all orders and cancels received by the
Exchange and totaling those orders by member organization. The Exchange
aggregates and counts as one executed customer \5\ option order all
customer orders from the same member organization that are executed in
the same series on the same side of the market at the same price within
a 300 second period.\6\ The following order activity is exempt from the
Cancellation Fee: (i) Pre-market cancellations \7\ (ii) Complex Orders
\8\ that are submitted electronically; (iii) unfilled Immediate-or-
Cancel \9\ customer orders; and (iv) cancelled customer orders that
improved the Exchange's prevailing bid or offer (PBBO) market at the
time the customer orders were received by the Exchange.
---------------------------------------------------------------------------
\3\ See Exchange Rule 1080.
\4\ See Securities Exchange Act Release No. 60046 (June 4,
2009), 74 FR 28083 (June 12, 2009) (SR-Phlx-2009-44) (assessing
$2.10 per order for each cancelled electronically-delivered order
and limit the applicability of the Cancellation Fee to cancelled
electronically delivered customer orders.)
\5\ See e.g. Exchange Rule 1080(b)(i)(A) which defines customer
order as ``* * * is any order entered on behalf of a public
customer, and does not include any order entered for the account of
a broker-dealer, or any account in which a broker-dealer or an
associated person of a broker-dealer has any direct or indirect
interest.''
\6\ See Securities Exchange Act Release No. 60188 (June 29,
2009), 74 FR 32986 (July 9, 2009) (SR-Phlx-2009-48) (aggregating
options orders within a specified time period for the purpose of
assessing the Cancellation Fee). At least 500 cancellations must be
made in a given month by a member organization in order for a member
organization to be assessed the Cancellation Fee. The Cancellation
Fee is not assessed in a month in which fewer than 500
electronically-delivered orders are cancelled. Simple cancels and
cancel-replacement orders are the types of orders that are counted
when calculating the number of electronically-delivered orders. (A
cancel-replacement order is a contingency order consisting of two or
more parts which require the immediate cancellation of a previously
received order prior to the replacement of a new order with new
terms and conditions. If the previously placed order is already
filled partially or in its entirety the replacement order is
automatically canceled or reduced by such number.) See Exchange Rule
1066(c)(7). Also, pre-market cancellations are not included in the
calculation of the Cancellation Fee as well as Complex Orders that
are submitted electronically. See Securities Exchange Act Release
Nos. 53226 (February 3, 2006), 71 FR 7602 (February 13, 2006) (SR-
Phlx-2005-92); and 53670 (April 18, 2006), 71 FR 21087 (April 24,
2006) (SR-Phlx-2006-21).
\7\ See Securities Exchange Act Release Nos. 53226 (February 3,
2006), 71 FR 7602 (February 13, 2006) (SR-Phlx-2005-92); and 53670
(April 18, 2006), 71 FR 21087 (April 24, 2006) (SR-Phlx-2006-21).
See also Securities Exchange Act Release No. 60046 (June 4, 2009),
74 FR 28083 (June 12, 2009) (SR-Phlx-2009-44).
\8\ A Complex Order is composed of two or more option components
and is priced as a single order (a ``Complex Order Strategy'') on a
net debit or net credit basis.
\9\ An Immediate-or-Cancel (IOC) order is a limit order that is
to be executed in whole or in part upon receipt. Any portion not so
executed shall be cancelled.
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The Exchange assessed the applicable Cancellation Fee of $2.10 per
order on member organizations, as specified above, during the month of
July 2009. The Exchange believes that recent changes to the
Cancellation Fee may have created confusion among its members as to the
applicability of the fee and/or its calculation. The Exchange has
explained the current fee applicability to its member organizations
\10\ and as a result would propose to retroactively waive the
Cancellation Fee for the month of July 2009 and issue a rebate to all
member organizations for Cancellation fees assessed in July 2009. The
Exchange believes that member organizations have been adequately
educated as to the Exchange's current Cancellation Fee and its
applicability for future assessments.
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\10\ NASDAQ OMX PHLX staff contacted all member organizations
who were assessed a Cancellation Fee in July 2009 concerning the
applicability and calculation of this fee prior to August 1, 2009.
Additionally, the Exchange produces a daily cancellation fee
reconciliation report as a tool for member organizations to monitor
their cancel volume and potential charges.
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2. Statutory Basis
The Exchange believes that its proposal to amend its schedule of
fees is consistent with Section 6(b) of the Act \11\ in general, and
furthers the objectives of Section 6(b)(4) of the Act \12\ in
particular, in that it is an equitable allocation of reasonable fees
and other charges among Exchange members. The Exchange believes that
the proposal to retroactively waive the Cancellation Fee for the month
of July 2009 and issue a rebate to all member organizations for fees
previously assessed in July 2009 is fair and equitable in that the
waiver will apply to all member organizations. The Exchange believes
that it has educated its members as to the applicability of the current
Cancellation Fee and any confusion has been remedied for future
assessment of this fee.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4).
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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 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 either solicited or received.
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)(A)(ii) of the Act \13\ and paragraph (f)(2) of Rule 19b-4 \14\
thereunder. 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.
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\13\ 15 U.S.C. 78s(b)(3)(A)(ii).
\14\ 17 CFR 240.19b-4(f)(2).
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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:
[[Page 46266]]
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-Phlx-2009-76 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-Phlx-2009-76. 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 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-Phlx-2009-76 and
should be submitted on or before September 29, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-21611 Filed 9-4-09; 8:45 am]
BILLING CODE 8010-01-P