Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Interpretation and Policy .13 to Rule 5.3, 55611-55613 [E9-25830]
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Federal Register / Vol. 74, No. 207 / Wednesday, October 28, 2009 / Notices
the Act,9 which requires, among other
things, that the rules of an exchange be
designed to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, 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; and
not be designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Exchange proposes to reduce fees
for subscriptions to its historical ISE
Open/Close Trade Profile by academic
institutions only if they use the data for
their research purposes. The proposed
fees will apply equally to all academic
institutions. The proposed rule change
should promote academic research,
which can benefit all market
participants. Further, the Commission
notes that Options Price Reporting
Authority (‘‘OPRA’’) has in place a
similar Academic Waiver Policy,
pursuant to which OPRA waives its fees
for universities that wish to use its data
for research and educational instruction
purposes.10
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule change (SR–ISE–2009–
64), be and hereby is approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Elizabeth M. Murphy,
Secretary.
[FR Doc. E9–25832 Filed 10–27–09; 8:45 am]
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BILLING CODE 8011–01–P
9 15
U.S.C. 78f(b)(5).
Securities Exchange Act Release 58424
(August 26, 2008), 73 FR 51545 (September 3, 2008)
(Notice of Filing and Immediate Effectiveness of
Proposed Amendment to the Options Price
Reporting Authority’s Academic Waiver Policy).
11 17 CFR 200.30–3(a)(12).
10 See
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60857; File No. SR–CBOE–
2009–074]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending Interpretation
and Policy .13 to Rule 5.3
October 21, 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 October
20, 2009, the Chicago Board Options
Exchange, Incorporated (‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (‘‘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)
of the Act 3 and Rule 19b–4(f)(6)
thereunder,4 which renders the proposal
effective upon filing with the
Commission. 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 revise CBOE Rule
5.3.13(1)(E) to amend the definition of
Futures-Linked Securities for the
trading of options on Index-Linked
Securities. 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.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
2 17
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55611
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Interpretation and Policy .13 to Rule
5.3 designates the listing and trading of
options on ‘‘Equity Index-Linked
Securities,’’ ‘‘Commodity-Linked
Securities,’’ ‘‘Currency-Linked
Securities,’’ ‘‘Fixed Income IndexLinked Securities,’’ ‘‘Futures-Linked
Securities’’ and ‘‘Multifactor IndexLinked Securities,’’ collectively known
as ‘‘Index-Linked Securities’’ that are
principally traded on a national
securities exchange and an ‘‘NMS
Stock’’ (as defined in Rule 600 of
Regulation NMS under the Securities
and Exchange Act of 1934). The
Exchange proposes to amend the
definition of Futures-Linked Securities
for the trading of options on IndexLinked Securities to include products
linked to CBOE Volatility Index (‘‘VIX’’)
futures. Specifically, the Exchange
proposes to add VIX futures to the
definition of a Futures Reference Asset
in Rule 5.3.13(1)(E).
Index-Linked Securities are designed
for investors who desire to participate in
a specific market segment by providing
exposure to one or more identifiable
underlying securities, commodities,
currencies, derivative instruments or
market indexes of the foregoing
(‘‘Underlying Index’’ or ‘‘Underlying
Indexes’’). Index-Linked Securities are
the non-convertible debt of an issuer
that have a term of at least one (1) year
but not greater than thirty (30) years.
Despite the fact that Index-Linked
Securities are linked to an underlying
index, each trade as a single, exchangelisted security. Accordingly, rules
pertaining to the listing and trading of
standard equity options apply to IndexLinked Securities.
Currently, the Exchange will consider
listing and trading options on IndexLinked Securities provided the IndexLinked Securities meet the criteria for
underlying securities set forth in
Interpretation and Policy .01 to Rule 5.3
or the criteria set forth in Interpretation
and Policy .13(3)(B) to Rule 5.3.
Index-Linked Securities must meet
the criteria and guidelines for
underlying securities set forth in
Interpretation and Policy .01 Rule 5.3;
or the Index-Linked Securities must be
redeemable at the option of the holder
at least on a weekly basis through the
issuer at a price related to the applicable
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55612
Federal Register / Vol. 74, No. 207 / Wednesday, October 28, 2009 / Notices
underlying Reference Asset.5 In
addition, the issuing company is
obligated to issue or repurchase the
securities in aggregation units for cash
or cash equivalents satisfactory to the
issuer of Index-Linked Securities which
underlie the option as described in the
Index-Linked Securities prospectus.
Options on Index-Linked Securities will
continue to be subject to all Exchange
rules governing the trading of equity
options. The current continuing or
maintenance listing standards for
options traded on CBOE will continue
to apply.
The VIX
CBOE originally developed the VIX in
1993 and at that time the VIX was
calculated using S&P 100® Index
options. CBOE introduced the current
methodology for the VIX in September
2003 and it is now an index that uses
the quotes of certain S&P 500® Index
(‘‘SPX’’) option series to derive a
measure of the volatility of the U.S.
equity market. The VIX measures
market expectations of near term
volatility conveyed by the prices of
options on the SPX. It provides
investors with up-to-the-minute market
estimates of expected stock market
volatility over the next 30 calendar days
by extracting implied volatilities from
real-time index option bid/ask quotes.
VIX Futures
The CBOE Futures Exchange (‘‘CFE’’)
began listing and trading VIX futures on
March 26, 2004 under the ticker symbol
VX. VIX Futures trade between the
hours of 8:30 a.m.–3:15 p.m. Central
Time (Chicago Time).
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2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) 6 of the Act, in general, and
furthers the objectives of Section
6(b)(5),7 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanisms of a free and
open market and a national market
system, and, in general, to protect
5 See Interpretation and Policy .13(3)(B) to Rule
5.3. For the purposes of Interpretation and Policy
.13 to Rule 5.3, Equity Reference Assets,
Commodity Reference Assets, Currency Reference
Assets, Fixed Income Reference Assets, Futures
Reference Assets and Multifactor Reference Assets,
are collectively referred to as ‘‘Reference Assets.’’
See Rule 5.3.13(2).
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(5).
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15:34 Oct 27, 2009
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investors and the public interest. The
Exchange believes that the proposed
rules applicable to trading pursuant to
generic listing and trading criteria,
together with the Exchange’s
surveillance procedures applicable to
trading in the securities covered by the
proposed rules, serve to foster investor
protection.
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.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the 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 after the date of
filing (or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest), the proposed rule
change has become effective pursuant to
Section 19(b)(3)(A) of the Act 8 and
subparagraph (f)(6) of Rule 19b–4
thereunder.9
The Exchange has requested that the
Commission waive the 30-day operative
delay and designate the proposed rule
change as operative upon filing. The
Commission believes that waiving the
30-day operative delay is consistent
with the protection of investors and the
public interest. The proposed rule
change is substantially similar to those
of other options exchanges that have
been previously approved by the
Commission.10 Therefore, the
Commission designates the proposal
8 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written notice of its
intent to file the proposed rule change, along with
a brief description and text of 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 fulfilled this requirement.
10 See Securities Exchange Act Release Nos.
60822 (October 14, 2009), 74 FR 54114 (October 21,
2009) (SR–NYSEArca–2009–77); and 60823
(October 14, 2009), 74 FR 54112 (October 21, 2009)
(SR–NYSEAmex–2009–59).
9 17
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Fmt 4703
Sfmt 4703
operative upon filing to enable the
Exchange to list and trade options on
index-linked securities without delay.11
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 the furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–CBOE–2009–074 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–2009–074. 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
11 For purposes only of waiving the operative
delay of this proposal, 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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Federal Register / Vol. 74, No. 207 / Wednesday, October 28, 2009 / Notices
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–CBOE–2009–074 and
should be submitted on or before
November 18, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Elizabeth M. Murphy,
Secretary.
[FR Doc. E9–25830 Filed 10–27–09; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–60854; File No. SR–ISE–
2009–84]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by the
International Securities Exchange, LLC
To Amend ISE Rules Relating to the
Minimum Size Requirement for
Quotations
October 21, 2009.
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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 October
19, 2009, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I and II below, which Items
have been prepared by the Exchange.
The Exchange has 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
The Exchange proposes to amend its
rules pertaining to the minimum size
requirement for quotations. The text of
the proposed rule change is available on
the Exchange’s Web site www.ise.com,
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
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
self-regulatory organization has
prepared summaries, set forth in
sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
12 17
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
1. Purpose
This proposed rule change is based on
a filing previously submitted by the
Chicago Board Options Exchange
(‘‘CBOE’’) that was effective on filing.5
ISE proposes to amend its rules
pertaining to the minimum size
requirement for quotations. Currently,
ISE Rule 804 requires that unless the
Exchange has declared a fast market
pursuant to ISE Rule 704, a market
maker may not initially enter a bid or
offer of less than ten (10) contracts. ISE
now proposes to amend its rules to
allow the Exchange to set a minimum
quotation size requirement on a class by
class basis, provided the minimum set
by the Exchange is at least one contract.
ISE would not impose a minimum
quotation size requirement greater than
10 contracts.
ISE recently listed options on
Berkshire Hathaway Inc.’s Class B
securities (‘‘baby Berkshires’’) and
under the Exchange’s current rules, ISE
market makers are required to quote in
this product for at least 10 contracts.
With the underlying security trading
above $3,000, the minimum value for a
trade in baby Berkshire options is more
than $30,000, which effectively removes
ISE’s market makers from competing
with the other exchanges that do not
have a 10 contract minimum quotation
requirement. Pursuant to this proposed
rule change, ISE expects to lower the
minimum quotation size requirement
for baby Berkshire options from 10
contracts to one contract. Further, ISE
believes it should have the flexibility to
change the minimum size requirement
on a class by class basis depending on
market conditions and the trading and
liquidity in a particular option class and
its underlying security. ISE notes that
the minimum quotation size
requirement for market makers on
CBOE, NYSEArca and the Nasdaq
Options Market is only one contract (see
CBOE Rules 6.2B, 8.7, 8.14, 8.15A,
NYSEArca Rule 6.37B and Nasdaq
Options Market Rule Section 6(a)). As a
result, ISE believes the proposed rule
change is based on and similar to the
rules of other options exchanges.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) 6 and the rules and regulations
thereunder and, in particular, the
requirements of Section 6(b) of the Act.7
Specifically, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 8 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, because it will permit
the Exchange to set a minimum
quotation size requirement on a class by
class basis, provided the minimum size
is at least one contract. ISE believes that
this flexibility will enable the Exchange
to take into consideration market
conditions and the trading and liquidity
in a particular option class and its
underlying security.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
1 15
VerDate Nov<24>2008
15:34 Oct 27, 2009
5 See Securities Exchange Act Release No. 58828
(October 21, 2008), 73 FR 63749 (October 27, 2008)
(SR–CBOE–2008–107).
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55613
6 15
U.S.C. 78a.
U.S.C. 78(f)(b).
8 15 U.S.C. 78(f)(b)(5).
7 15
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Agencies
[Federal Register Volume 74, Number 207 (Wednesday, October 28, 2009)]
[Notices]
[Pages 55611-55613]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-25830]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60857; File No. SR-CBOE-2009-074]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change Amending Interpretation and Policy .13 to Rule 5.3
October 21, 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 October 20, 2009, the Chicago Board Options Exchange, Incorporated
(``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (``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) of the Act \3\ and Rule
19b-4(f)(6) thereunder,\4\ which renders the proposal effective upon
filing with the Commission. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
CBOE proposes to revise CBOE Rule 5.3.13(1)(E) to amend the
definition of Futures-Linked Securities for the trading of options on
Index-Linked Securities. 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
Interpretation and Policy .13 to Rule 5.3 designates the listing
and trading of options on ``Equity Index-Linked Securities,''
``Commodity-Linked Securities,'' ``Currency-Linked Securities,''
``Fixed Income Index-Linked Securities,'' ``Futures-Linked Securities''
and ``Multifactor Index-Linked Securities,'' collectively known as
``Index-Linked Securities'' that are principally traded on a national
securities exchange and an ``NMS Stock'' (as defined in Rule 600 of
Regulation NMS under the Securities and Exchange Act of 1934). The
Exchange proposes to amend the definition of Futures-Linked Securities
for the trading of options on Index-Linked Securities to include
products linked to CBOE Volatility Index (``VIX'') futures.
Specifically, the Exchange proposes to add VIX futures to the
definition of a Futures Reference Asset in Rule 5.3.13(1)(E).
Index-Linked Securities are designed for investors who desire to
participate in a specific market segment by providing exposure to one
or more identifiable underlying securities, commodities, currencies,
derivative instruments or market indexes of the foregoing (``Underlying
Index'' or ``Underlying Indexes''). Index-Linked Securities are the
non-convertible debt of an issuer that have a term of at least one (1)
year but not greater than thirty (30) years. Despite the fact that
Index-Linked Securities are linked to an underlying index, each trade
as a single, exchange-listed security. Accordingly, rules pertaining to
the listing and trading of standard equity options apply to Index-
Linked Securities.
Currently, the Exchange will consider listing and trading options
on Index-Linked Securities provided the Index-Linked Securities meet
the criteria for underlying securities set forth in Interpretation and
Policy .01 to Rule 5.3 or the criteria set forth in Interpretation and
Policy .13(3)(B) to Rule 5.3.
Index-Linked Securities must meet the criteria and guidelines for
underlying securities set forth in Interpretation and Policy .01 Rule
5.3; or the Index-Linked Securities must be redeemable at the option of
the holder at least on a weekly basis through the issuer at a price
related to the applicable
[[Page 55612]]
underlying Reference Asset.\5\ In addition, the issuing company is
obligated to issue or repurchase the securities in aggregation units
for cash or cash equivalents satisfactory to the issuer of Index-Linked
Securities which underlie the option as described in the Index-Linked
Securities prospectus. Options on Index-Linked Securities will continue
to be subject to all Exchange rules governing the trading of equity
options. The current continuing or maintenance listing standards for
options traded on CBOE will continue to apply.
---------------------------------------------------------------------------
\5\ See Interpretation and Policy .13(3)(B) to Rule 5.3. For the
purposes of Interpretation and Policy .13 to Rule 5.3, Equity
Reference Assets, Commodity Reference Assets, Currency Reference
Assets, Fixed Income Reference Assets, Futures Reference Assets and
Multifactor Reference Assets, are collectively referred to as
``Reference Assets.'' See Rule 5.3.13(2).
---------------------------------------------------------------------------
The VIX
CBOE originally developed the VIX in 1993 and at that time the VIX
was calculated using S&P 100[supreg] Index options. CBOE introduced the
current methodology for the VIX in September 2003 and it is now an
index that uses the quotes of certain S&P 500[supreg] Index (``SPX'')
option series to derive a measure of the volatility of the U.S. equity
market. The VIX measures market expectations of near term volatility
conveyed by the prices of options on the SPX. It provides investors
with up-to-the-minute market estimates of expected stock market
volatility over the next 30 calendar days by extracting implied
volatilities from real-time index option bid/ask quotes.
VIX Futures
The CBOE Futures Exchange (``CFE'') began listing and trading VIX
futures on March 26, 2004 under the ticker symbol VX. VIX Futures trade
between the hours of 8:30 a.m.-3:15 p.m. Central Time (Chicago Time).
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) \6\ of the Act, in general, and furthers the
objectives of Section 6(b)(5),\7\ in particular, in that it is designed
to prevent fraudulent and manipulative acts and practices, to promote
just and equitable principles of trade, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, and to remove impediments to and perfect the mechanisms of
a free and open market and a national market system, and, in general,
to protect investors and the public interest. The Exchange believes
that the proposed rules applicable to trading pursuant to generic
listing and trading criteria, together with the Exchange's surveillance
procedures applicable to trading in the securities covered by the
proposed rules, serve to foster investor protection.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
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.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the 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 after the date of filing (or such shorter time as the Commission
may designate if consistent with the protection of investors and the
public interest), the proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \8\ and subparagraph (f)(6)
of Rule 19b-4 thereunder.\9\
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\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to provide the Commission
with written notice of its intent to file the proposed rule change,
along with a brief description and text of 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 fulfilled this requirement.
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The Exchange has requested that the Commission waive the 30-day
operative delay and designate the proposed rule change as operative
upon filing. The Commission believes that waiving the 30-day operative
delay is consistent with the protection of investors and the public
interest. The proposed rule change is substantially similar to those of
other options exchanges that have been previously approved by the
Commission.\10\ Therefore, the Commission designates the proposal
operative upon filing to enable the Exchange to list and trade options
on index-linked securities without delay.\11\
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\10\ See Securities Exchange Act Release Nos. 60822 (October 14,
2009), 74 FR 54114 (October 21, 2009) (SR-NYSEArca-2009-77); and
60823 (October 14, 2009), 74 FR 54112 (October 21, 2009) (SR-
NYSEAmex-2009-59).
\11\ For purposes only of waiving the operative delay of this
proposal, the Commission has considered the proposed rule's impact
on efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in the furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-CBOE-2009-074 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-2009-074. 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
[[Page 55613]]
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-
CBOE-2009-074 and should be submitted on or before November 18, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. E9-25830 Filed 10-27-09; 8:45 am]
BILLING CODE 8011-01-P