Self-Regulatory Organizations; Notice of Filing of Proposed Rule Change by NYSE Amex LLC Permitting Affiliation With NYFIX Millennium L.L.C. and NYFIX Securities Corporation, 51203-51205 [E9-23850]
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cprice-sewell on DSK2BSOYB1PROD with NOTICES
Federal Register / Vol. 74, No. 191 / Monday, October 5, 2009 / Notices
7. The Board of the Fund, including
a majority of the independent Board
members, will adopt procedures
reasonably designed to monitor any
purchases of securities by the Fund in
an Affiliated Underwriting, once an
investment by an Investing Fund in
Fund Shares exceeds the limit of section
12(d)(1)(A)(i) of the Act, including any
purchases made directly from an
Underwriting Affiliate. The Board will
review these purchases periodically, but
no less frequently than annually, to
determine whether the purchases were
influenced by the investment by the
Investing Fund in the Fund. The Board
will consider, among other things: (i)
Whether the purchases were consistent
with the investment objectives and
policies of the Fund; (ii) how the
performance of securities purchased in
an Affiliated Underwriting compares to
the performance of comparable
securities purchased during a
comparable period of time in
underwritings other than Affiliated
Underwritings or to a benchmark such
as a comparable market index; and (iii)
whether the amount of securities
purchased by the Fund in Affiliated
Underwritings and the amount
purchased directly from an
Underwriting Affiliate have changed
significantly from prior years. The
Board will take any appropriate actions
based on its review, including, if
appropriate, the institution of
procedures designed to assure that
purchases of securities in Affiliated
Underwritings are in the best interest of
shareholders of the Fund.
8. Each Fund will maintain and
preserve permanently in an easily
accessible place a written copy of the
procedures described in the preceding
condition, and any modifications to
such procedures, and will maintain and
preserve for a period of not less than six
years from the end of the fiscal year in
which any purchase in an Affiliated
Underwriting occurred, the first two
years in an easily accessible place, a
written record of each purchase of
securities in Affiliated Underwritings
once an investment by an Investing
Fund in the securities of the Fund
exceeds the limit of section
12(d)(1)(A)(i) of the Act, setting forth
from whom the securities were
acquired, the identity of the
underwriting syndicate’s members, the
terms of the purchase, and the
information or materials upon which
the Board’s determinations were made.
9. Before investing in Fund Shares in
excess of the limits in section
12(d)(1)(A), an Investing Fund will
execute a FOF Participation Agreement
with the Fund stating that their
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respective boards of directors or trustees
and their investment advisers, or
Trustee and Sponsor, as applicable,
understand the terms and conditions of
the order, and agree to fulfill their
responsibilities under the order. At the
time of its investment in Fund Shares in
excess of the limit in section
12(d)(1)(A)(i), an Investing Fund will
notify the Fund of the investment. At
such time, the Investing Fund will also
transmit to the Fund a list of the names
of each Investing Fund Affiliate and
Underwriting Affiliate. The Investing
Fund will notify the Fund of any
changes to the list as soon as reasonably
practicable after a change occurs. The
Fund and the Investing Fund will
maintain and preserve a copy of the
order, the FOF Participation Agreement,
and the list with any updated
information for the duration of the
investment and for a period of not less
than six years thereafter, the first two
years in an easily accessible place.
10. Before approving any advisory
contract under section 15 of the Act, the
board of directors or trustees of each
Investing Management Company,
including a majority of the independent
directors or trustees, will find that the
advisory fees charged under such
contract are based on services provided
that will be in addition to, rather than
duplicative of, the services provided
under the advisory contract(s) of any
Fund in which the Investing
Management Company may invest.
These findings and their basis will be
recorded fully in the minute books of
the appropriate Investing Management
Company.
11. Any sales charges and/or service
fees charged with respect to shares of an
Investing Fund will not exceed the
limits applicable to a fund of funds as
set forth in Conduct Rule 2830 of the
NASD.
12. No Fund will acquire securities of
any investment company or company
relying on section 3(c)(1) or 3(c)(7) of
the Act in excess of the limits contained
in section 12(d)(1)(A) of the Act.
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–23891 Filed 10–2–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a Closed Meeting
on Thursday, October 8, 2009 at 11 a.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (5), (7), 9(ii)
and (10), permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Casey, as duty officer,
voted to consider the items listed for the
Closed Meeting in a closed session.
The subject matter of the Closed
Meeting scheduled for Thursday,
October 8, 2009 will be:
Institution and settlement of injunctive
actions;
Institution and settlement of administrative
proceedings; and
Other matters relating to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact: The Office of the Secretary at
(202) 551–5400.
Dated: September 30, 2009.
Elizabeth M. Murphy,
Secretary.
[FR Doc. E9–24026 Filed 10–1–09; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60739; File No. SR–
NYSEAMEX–2009–63]
Self-Regulatory Organizations; Notice
of Filing of Proposed Rule Change by
NYSE Amex LLC Permitting Affiliation
With NYFIX Millennium L.L.C. and
NYFIX Securities Corporation
September 29, 2009.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
September 22, 2009, NYSE Amex LLC
(‘‘NYSE Amex’’ or the ‘‘Exchange’’) filed
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
PO 00000
Frm 00091
Fmt 4703
Sfmt 4703
51203
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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51204
Federal Register / Vol. 74, No. 191 / Monday, October 5, 2009 / Notices
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to be
affiliated with two registered brokerdealer subsidiaries of NYFIX, Inc.
(‘‘NYFIX’’), NYFIX Millennium L.L.C.
(‘‘NYFIX Millennium’’) and NYFIX
Securities Corporation (‘‘NYFIX
Securities’’), for a period not to exceed
six months and subject to certain
limitations and obligations relating to
the relationship.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and the
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
cprice-sewell on DSK2BSOYB1PROD with NOTICES
1. Purpose
The Exchange is making this
submission in connection with the
proposed acquisition of NYFIX by NYSE
Technologies. On August 26, 2009,
NYSE Technologies entered into an
Agreement and Plan of Merger (as it
may be amended from time to time, the
‘‘Merger Agreement’’) with NYFIX and
CBR Acquisition Corp., a Delaware
corporation and a wholly owned
subsidiary of NYSE Technologies.
Under the terms of the Merger
Agreement, CBR Acquisition Corp. will
merge with and into NYFIX, with
NYFIX surviving the merger as a direct
wholly owned subsidiary of NYSE
Technologies (the ‘‘Merger’’). Following
the Merger, both the Exchange and
NYFIX will be indirect wholly owned
subsidiaries of NYSE Euronext and
affiliates.
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14:59 Oct 02, 2009
Jkt 220001
As a result of the Merger, NYSE
Technologies will acquire, among other
things, NYFIX’s Transaction Services
Division. In the U.S., the Transaction
Services Division is currently comprised
of two U.S. registered broker-dealer
subsidiaries, NYFIX Millennium, which
is also an alternative trading system
registered under SEC Regulation ATS,
and NYFIX Securities.4 Each has the
Financial Industry Regulatory Authority
(‘‘FINRA’’), an unaffiliated selfregulatory organization (‘‘SRO’’), as its
designated examining authority. Neither
broker-dealer is a member of the
Exchange. The Exchange notes that
there is competition in the market to
provide introducing broker services to
the Exchange and the Exchange believes
that there will continue to be effective
competition after the Merger.
For purposes of this proposed rule
change, Routing Services shall mean
any of the activities of NYFIX
Millennium and NYFIX Securities
which relate to routing to marketplaces
that are not operated by NYFIX, orders
(including NYFIX Millennium ‘‘pass
through’’ orders) which flow through
the matching facility on their way to an
exchange, electronic communications
network, or ATS,5 and NYFIX
Securities’ direct electronic market
access and algorithmic trading products.
The Exchange is currently exploring
various alternatives for the Transaction
Services Division. Because of the
manner in which the Transaction
Services Division may interact with the
Exchange and its affiliates, which gives
rise to concerns regarding (1) the
potential for conflicts of interest in
instances where an exchange is
affiliated with a broker-dealer
conducting an order routing business
that may interact with the exchange
itself, and (2) the potential for
informational advantages that could
place such an affiliated broker-dealer at
`
a competitive advantage vis-a-vis other
non-affiliated broker-dealers, the
Exchange proposes to be affiliated with
NYFIX Millennium and NYFIX
Securities for a period not to exceed six
months and subject to the terms and
conditions set out below.
4 Outside of the U.S., the NYFIX Transaction
Services Division also operates the desk agency
execution business of NYFIX International in the
U.K. and Euro Millennium, a multi-lateral trading
facility for non-displayed liquidity in pan-European
listed equities housed within NYFIX International.
These services are not within the scope of the
Exchange’s Proposed Rule Change.
5 These orders are only executed if they find a
match at or within the national best bid and offer
by guaranteeing customers the best available ask
price when buying securities, and the best available
bid price when selling securities. If there is not a
match, these orders are immediately routed to their
ultimate destination.
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Frm 00092
Fmt 4703
Sfmt 4703
a. Conditions
Accordingly, the Exchange represents
as follows, in each case for so long as
the Exchange is affiliated with NYFIX
Millennium and NYFIX Securities, with
respect to the Routing Services:
(1) Neither NYFIX Millennium nor
NYFIX Securities are members of the
Exchange nor will they become
members of the Exchange.
(2) NYFIX does not offer order routing
services other than the Routing Services,
and none of the Routing Services will be
modified unless such modification is
approved by the Commission.
(3) NYFIX will not engage in
proprietary trading.
(4) NYFIX will not accept any new
clients for its Routing Services after the
Merger.
(5) There will continue to be
independent functionality of, and full
public access to, NYSE facilities.
(6) There will be a complete
separation between NYFIX, on the one
hand, and the Exchange and its
affiliates, on the other (e.g., no shared
office space, no shared employees, no
shared systems).
The Exchange may furnish to NYFIX
the same information on the same terms
that the Exchange makes available in the
normal course of business to any other
person. Specifically:
(a) NYFIX must not be provided an
information advantage concerning the
operation of the Exchange or any of its
facilities, particularly regarding changes
and improvements to the trading
systems, that are not available to the
industry generally.
(b) NYFIX will be prevented from
having any advance knowledge of
proposed changes or modifications to
the operations of the Exchange or their
facilities, including but not limited to
advance knowledge of related filings by
the Exchange pursuant to Rule 19b–4 of
the Securities Exchange Act of 1934.6
(c) NYFIX will not share employees or
databases with the Exchange, any
facility of the Exchange, or any other
affiliate of the Exchange or their
facilities, and will be housed in a
separate office.
(d) NYFIX will only be notified of any
changes or improvements to any of the
Exchange’s operations or trading
facilities in the same manner that other
persons are notified of such changes or
improvements;
(e) NYFIX will not disclose any
system or design specifications, or any
other information, to any employees of
the Exchange, any facility of the
Exchange, or any other affiliate of the
6 15
E:\FR\FM\05OCN1.SGM
U.S.C. 78a.
05OCN1
Federal Register / Vol. 74, No. 191 / Monday, October 5, 2009 / Notices
Exchange or their facilities that would
give NYFIX an unfair advantage over its
competitors.
(f) None of the Exchange, any facility
of the Exchange, or any other affiliate of
the Exchange or their facilities will
disclose any system or design
specifications, or any other information,
to any employees of NYFIX or any
affiliate of NYFIX that would give the
Exchange, any other facility of the
Exchange, any other affiliate of the
Exchange, or NYFIX an unfair advantage
over its competitors.
The Exchange believes these measures
effectively address the concerns noted
above regarding the potential for
conflicts of interest and informational
advantages favoring NYFIX Millennium
`
and NYFIX Securities vis-a-vis other
non-affiliated market participants.
cprice-sewell on DSK2BSOYB1PROD with NOTICES
2. Statutory Basis
The Exchange believes that this filing
is consistent with Section 6(b) 7 of the
Exchange Act,8 in general, and furthers
the objectives of Section 6(b)(1),9 in
particular, in that it enables the
Exchange to be so organized as to have
the capacity to be able to carry out the
purposes of the Exchange Act and to
comply, and to enforce compliance by
its exchange members and persons
associated with its exchange members,
with the provisions of the Exchange Act,
the rules and regulations thereunder,
and the rules of the Exchange. The
Exchange also believes that this filing
furthers the objectives of Section
6(b)(5) 10 of the Exchange Act because
the rules summarized herein would
create a governance and regulatory
structure that 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. In particular, the
Proposed Rule Change sets forth certain
conditions under which the Routing
Services will be provided so as to assure
that the potential for conflicts of
interests and informational advantages
are adequately addressed. The
conditions under which the Exchange is
permitted to be affiliated with the
entities conducting the Routing Services
will also be limited to no more than 6
months.
7 15
U.S.C. 78f(b).
U.S.C. 78a, et seq.
9 15 U.S.C. 78f(b)(1).
10 15 U.S.C. 78f(b)(5).
8 15
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14:59 Oct 02, 2009
Jkt 220001
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
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve the proposed
rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
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
No. SR–NYSEAMEX–2009–63 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–NYSEAMEX–2009–63. 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
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Fmt 4703
Sfmt 4703
51205
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 NYSE Amex. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File No.
SR–NYSEAMEX–2009–63 and should
be submitted on or before October 26,
2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–23850 Filed 10–2–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60720; File No. SR–
NYSEAmex–2009–64]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NYSE
Amex LLC Amending Commentary .06
to Rule 903, Series of Options Open for
Trading
September 25, 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
September 23, 2009, NYSE Amex LLC
(‘‘NYSE Amex’’ or the ‘‘Exchange’’) 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
Commission is publishing this notice to
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\05OCN1.SGM
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Agencies
[Federal Register Volume 74, Number 191 (Monday, October 5, 2009)]
[Notices]
[Pages 51203-51205]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-23850]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60739; File No. SR-NYSEAMEX-2009-63]
Self-Regulatory Organizations; Notice of Filing of Proposed Rule
Change by NYSE Amex LLC Permitting Affiliation With NYFIX Millennium
L.L.C. and NYFIX Securities Corporation
September 29, 2009.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on September 22, 2009, NYSE Amex LLC (``NYSE Amex'' or the
``Exchange'') filed
[[Page 51204]]
with the Securities and Exchange Commission (the ``Commission'') the
proposed rule change as described in Items I, II, and III below, which
Items have been prepared by the self-regulatory organization. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 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 be affiliated with two registered broker-
dealer subsidiaries of NYFIX, Inc. (``NYFIX''), NYFIX Millennium L.L.C.
(``NYFIX Millennium'') and NYFIX Securities Corporation (``NYFIX
Securities''), for a period not to exceed six months and subject to
certain limitations and obligations relating to the relationship.
II. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is making this submission in connection with the
proposed acquisition of NYFIX by NYSE Technologies. On August 26, 2009,
NYSE Technologies entered into an Agreement and Plan of Merger (as it
may be amended from time to time, the ``Merger Agreement'') with NYFIX
and CBR Acquisition Corp., a Delaware corporation and a wholly owned
subsidiary of NYSE Technologies. Under the terms of the Merger
Agreement, CBR Acquisition Corp. will merge with and into NYFIX, with
NYFIX surviving the merger as a direct wholly owned subsidiary of NYSE
Technologies (the ``Merger''). Following the Merger, both the Exchange
and NYFIX will be indirect wholly owned subsidiaries of NYSE Euronext
and affiliates.
As a result of the Merger, NYSE Technologies will acquire, among
other things, NYFIX's Transaction Services Division. In the U.S., the
Transaction Services Division is currently comprised of two U.S.
registered broker-dealer subsidiaries, NYFIX Millennium, which is also
an alternative trading system registered under SEC Regulation ATS, and
NYFIX Securities.\4\ Each has the Financial Industry Regulatory
Authority (``FINRA''), an unaffiliated self-regulatory organization
(``SRO''), as its designated examining authority. Neither broker-dealer
is a member of the Exchange. The Exchange notes that there is
competition in the market to provide introducing broker services to the
Exchange and the Exchange believes that there will continue to be
effective competition after the Merger.
---------------------------------------------------------------------------
\4\ Outside of the U.S., the NYFIX Transaction Services Division
also operates the desk agency execution business of NYFIX
International in the U.K. and Euro Millennium, a multi-lateral
trading facility for non-displayed liquidity in pan-European listed
equities housed within NYFIX International. These services are not
within the scope of the Exchange's Proposed Rule Change.
---------------------------------------------------------------------------
For purposes of this proposed rule change, Routing Services shall
mean any of the activities of NYFIX Millennium and NYFIX Securities
which relate to routing to marketplaces that are not operated by NYFIX,
orders (including NYFIX Millennium ``pass through'' orders) which flow
through the matching facility on their way to an exchange, electronic
communications network, or ATS,\5\ and NYFIX Securities' direct
electronic market access and algorithmic trading products.
---------------------------------------------------------------------------
\5\ These orders are only executed if they find a match at or
within the national best bid and offer by guaranteeing customers the
best available ask price when buying securities, and the best
available bid price when selling securities. If there is not a
match, these orders are immediately routed to their ultimate
destination.
---------------------------------------------------------------------------
The Exchange is currently exploring various alternatives for the
Transaction Services Division. Because of the manner in which the
Transaction Services Division may interact with the Exchange and its
affiliates, which gives rise to concerns regarding (1) the potential
for conflicts of interest in instances where an exchange is affiliated
with a broker-dealer conducting an order routing business that may
interact with the exchange itself, and (2) the potential for
informational advantages that could place such an affiliated broker-
dealer at a competitive advantage vis-[agrave]-vis other non-affiliated
broker-dealers, the Exchange proposes to be affiliated with NYFIX
Millennium and NYFIX Securities for a period not to exceed six months
and subject to the terms and conditions set out below.
a. Conditions
Accordingly, the Exchange represents as follows, in each case for
so long as the Exchange is affiliated with NYFIX Millennium and NYFIX
Securities, with respect to the Routing Services:
(1) Neither NYFIX Millennium nor NYFIX Securities are members of
the Exchange nor will they become members of the Exchange.
(2) NYFIX does not offer order routing services other than the
Routing Services, and none of the Routing Services will be modified
unless such modification is approved by the Commission.
(3) NYFIX will not engage in proprietary trading.
(4) NYFIX will not accept any new clients for its Routing Services
after the Merger.
(5) There will continue to be independent functionality of, and
full public access to, NYSE facilities.
(6) There will be a complete separation between NYFIX, on the one
hand, and the Exchange and its affiliates, on the other (e.g., no
shared office space, no shared employees, no shared systems).
The Exchange may furnish to NYFIX the same information on the same
terms that the Exchange makes available in the normal course of
business to any other person. Specifically:
(a) NYFIX must not be provided an information advantage concerning
the operation of the Exchange or any of its facilities, particularly
regarding changes and improvements to the trading systems, that are not
available to the industry generally.
(b) NYFIX will be prevented from having any advance knowledge of
proposed changes or modifications to the operations of the Exchange or
their facilities, including but not limited to advance knowledge of
related filings by the Exchange pursuant to Rule 19b-4 of the
Securities Exchange Act of 1934.\6\
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78a.
---------------------------------------------------------------------------
(c) NYFIX will not share employees or databases with the Exchange,
any facility of the Exchange, or any other affiliate of the Exchange or
their facilities, and will be housed in a separate office.
(d) NYFIX will only be notified of any changes or improvements to
any of the Exchange's operations or trading facilities in the same
manner that other persons are notified of such changes or improvements;
(e) NYFIX will not disclose any system or design specifications, or
any other information, to any employees of the Exchange, any facility
of the Exchange, or any other affiliate of the
[[Page 51205]]
Exchange or their facilities that would give NYFIX an unfair advantage
over its competitors.
(f) None of the Exchange, any facility of the Exchange, or any
other affiliate of the Exchange or their facilities will disclose any
system or design specifications, or any other information, to any
employees of NYFIX or any affiliate of NYFIX that would give the
Exchange, any other facility of the Exchange, any other affiliate of
the Exchange, or NYFIX an unfair advantage over its competitors.
The Exchange believes these measures effectively address the
concerns noted above regarding the potential for conflicts of interest
and informational advantages favoring NYFIX Millennium and NYFIX
Securities vis-[agrave]-vis other non-affiliated market participants.
2. Statutory Basis
The Exchange believes that this filing is consistent with Section
6(b) \7\ of the Exchange Act,\8\ in general, and furthers the
objectives of Section 6(b)(1),\9\ in particular, in that it enables the
Exchange to be so organized as to have the capacity to be able to carry
out the purposes of the Exchange Act and to comply, and to enforce
compliance by its exchange members and persons associated with its
exchange members, with the provisions of the Exchange Act, the rules
and regulations thereunder, and the rules of the Exchange. The Exchange
also believes that this filing furthers the objectives of Section
6(b)(5) \10\ of the Exchange Act because the rules summarized herein
would create a governance and regulatory structure that 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.
In particular, the Proposed Rule Change sets forth certain conditions
under which the Routing Services will be provided so as to assure that
the potential for conflicts of interests and informational advantages
are adequately addressed. The conditions under which the Exchange is
permitted to be affiliated with the entities conducting the Routing
Services will also be limited to no more than 6 months.
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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78a, et seq.
\9\ 15 U.S.C. 78f(b)(1).
\10\ 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
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
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 No. SR-NYSEAMEX-2009-63 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File No. SR-NYSEAMEX-2009-63. 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 NYSE Amex. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File No. SR-NYSEAMEX-2009-63 and should be
submitted on or before October 26, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
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\11\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-23850 Filed 10-2-09; 8:45 am]
BILLING CODE 8011-01-P