Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing of Proposed Rule Change To Amend the FINRA Rule 9550 Series (Expedited Proceedings), 61727-61729 [E9-28224]
Download as PDF
Federal Register / Vol. 74, No. 226 / Wednesday, November 25, 2009 / Notices
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
trade, 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 is simply eliminating the
requirement that LMMs register as an
OLD in the security in which they are
also registered as an LMM. The
Exchange is not otherwise altering the
rights and obligations of LMMs.
IV. Solicitation of Comments
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 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 prior to 30 days from the date
on which it was filed, or such shorter
time as the Commission may designate,
if consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 8 and Rule 19b–4(f)(6)
thereunder.9
A proposed rule change filed under
Rule 19b–4(f)(6) of the Act 10 normally
does not become operative prior to 30
days after the date of the filing.
However, Rule 19b–4(f)(6) 11 permits the
Commission to designate a shorter time
if such action is consistent with the
protection of investors and the public
interest.
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
8 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.
10 17 CFR 240.19b–4(f)(6).
11 Id.
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9 17
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17:36 Nov 24, 2009
Jkt 220001
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–NYSEArca–2009–102 on
the subject line.
61727
submitted on or before December 16,
2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–28197 Filed 11–24–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61026; File No. SR–FINRA–
2009–076]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Proposed Rule Change To Amend the
FINRA Rule 9550 Series (Expedited
Proceedings)
Paper Comments
November 18, 2009.
• 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–NYSEArca–2009–102. 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
Section, 100 F Street, NE., Washington,
DC 20549–1090 on official business
days between the hours of 10 a.m. and
3 p.m. Copies of the filing will also be
available for inspection and copying at
NYSE Arca’s principal office and on its
Internet Web site at https://
www.nyse.com. All comments received
will be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2009–102 and should be
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 November
5, 2009, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) 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 FINRA. On November 17,
2009, FINRA filed Amendment No. 1. 3
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
PO 00000
Frm 00073
Fmt 4703
Sfmt 4703
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
FINRA is proposing to (1) Modify
various time requirements regarding
expedited proceedings, (2) add an
expedited proceeding for failure to pay
restitution, and (3) harmonize a remedy
in an expedited procedure with a
remedy in the FINRA By-Laws.
The text of the proposed rule change
is available on FINRA’s Web site at:
https://www.finra.org, at the principal
office of FINRA and at the
Commission’s Public Reference Room.
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Amendment No. 1 to SR–FINRA–2009–076
supersedes and replaces in its entirety the proposed
rule change as filed on November 5, 2009. FINRA
filed Amendment No. 1 so that the text of Proposed
FINRA Rule 9559 as set forth in this rule filing
could reflect amendments adopted pursuant to
proposed rule change SR–FINRA–2008–067. See
Securities Exchange Act Release No. 60933
(November 4, 2009), 74 FR 58334 (November 12,
2009) (Order Approving File No. SR–FINRA–2008–
067).
1 15
E:\FR\FM\25NON1.SGM
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61728
Federal Register / Vol. 74, No. 226 / Wednesday, November 25, 2009 / Notices
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA 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. FINRA 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
In March 2004, the SEC approved a
rule change that created the NASD Rule
9550 Series to consolidate, clarify, and
streamline most procedural rules that
had an expedited proceeding
component.4 Having used the
procedures for five years and having
conducted a recent analysis of their
effectiveness, FINRA is proposing a few
modifications that will strengthen
investor protection and improve
administrative efficiency. The proposed
changes are discussed separately below.
Shortening Time Periods
sroberts on DSKD5P82C1PROD with NOTICES
The Rule 9550 Series provides a
procedural mechanism for FINRA to
address certain types of misconduct
more quickly than would be possible
using the ordinary disciplinary process.
At the same time, the Rule 9550 Series
provides firms and associated persons
with numerous procedural protections,
including the ability to request a hearing
that often results in a stay of the action.
FINRA proposes shortening the time
within which a hearing must be held
from the current 60 days after a hearing
request to 30 days after the request in
relation to the following FINRA rules:
• Rule 9551 (Failure To Comply With
Public Communication Standards);
4 See Securities Exchange Act Release No. 49380
(March 9, 2004), 69 FR 12386 (March 16, 2004)
(Order Approving File No. SR–NASD–2003–110));
Notice to Members 04–36 (May 2004). Expedited
proceedings in this context refer to fast-tracked
matters that take place outside the ordinary FINRA
disciplinary process. In September 2008, the SEC
approved the adoption of the NASD Rule 9550
Series as the FINRA Rule 9550 Series. See
Securities Exchange Act Release No. 58643
(September 25, 2008), 73 FR 57174 (October 1,
2008) (Order Approving File Nos. SR–FINRA–
2008–021; SR–FINRA–2008–022; SR–FINRA–2008–
026; SR–FINRA–2008–028 and SR–FINRA–2008–
029); Regulatory Notice 08–57 (October 2008).
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17:36 Nov 24, 2009
Jkt 220001
• Rule 9552 (Failure To Provide
Information or Keep Information
Current);
• Rule 9553 (Failure To Pay FINRA
Dues, Fees and Other Charges);
• Rule 9554 (Failure To Comply With
an Arbitration Award or Related
Settlement); and
• Rule 9555 (Failure to Meet the
Eligibility or Qualification Standards or
Prerequisites for Access to Services).
The proposed change 5 strengthens
investor protection while maintaining
procedural safeguards for respondents,
makes the timing of the hearings more
consistent with other hearings in the
rule series, and reflects FINRA’s
experience over the past five years in
resolving these matters. The change
would increase investor protection by
limiting the period during which a
wrongdoer could continue doing
business while the matter is pending.
Moreover, the issues involved in these
cases usually are straightforward (e.g.,
whether the respondent paid an
arbitration award or FINRA fee or
provided required information) and do
not require lengthy preparation time.
The change also would bring these
hearing provisions more in line with the
other expedited actions in the Rule 9550
Series, which require hearings to be
held within 14 days or five business
days of the respondent’s request for a
hearing depending on the type of
conduct at issue. Finally, five years’
experience has established that hearings
can be held much more quickly than the
current scheme contemplates.
In addition to modifying the timing of
hearings, FINRA proposes amending
Rule 9552 to shorten the period before
a suspension automatically turns into an
expulsion or bar. Rule 9552 allows
FINRA to suspend a member or
associated person for failure to provide
any information requested or required to
be filed pursuant to the FINRA By-Laws
or rules, such as FOCUS reports or
annual audits. Under the rule, FINRA
may provide written notice to such
member or person specifying the nature
of the failure and stating that failure to
take corrective action within 21 days
after service of the notice will result in
suspension. The rule also provides that
a member or person suspended under
the rule who fails to request termination
of the suspension within six months is
automatically expelled or barred. FINRA
proposes shortening that timeframe
from six months to three months. Three
5 FINRA would implement the proposed change
by amending Rule 9559, which contains the hearing
provisions for the Rule 9550 Series. FINRA also
would make conforming changes to Rule 9559
regarding the pre-hearing exchange of documents
between the parties to the expedited proceeding.
PO 00000
Frm 00074
Fmt 4703
Sfmt 4703
months provides sufficient time for
respondents to seek to lift the
suspension while moving the process
forward at a more efficient and
reasonable pace.
Adding an Expedited Procedure for
Failure To Pay Restitution
FINRA proposes amending Rule 9554,
which contains expedited procedures
for failure to pay FINRA arbitration
awards, to also permit FINRA to take
expedited action for failure to comply
with a FINRA order of restitution or a
FINRA settlement providing for
restitution. Restitution is an equitable
remedy used to restore victims to their
position before the wrongful conduct
occurred and to compensate them for
unjust losses or injury suffered as the
result of another’s wrongdoing.6 The
SEC and FINRA have long stressed the
importance of imposing restitution
where an ‘‘identifiable person … has
suffered a quantifiable loss as a result of
a respondent’s misconduct.’’ 7
Although FINRA can take expedited
action against a member firm or
associated person for failure to pay
fines, dues, and fees to FINRA and for
failure to pay an arbitration award to a
third party, FINRA currently does not
have explicit authority to take expedited
action against firms or associated
persons who fail to pay restitution to a
third party (usually investors who have
been harmed). FINRA’s only recourse is
to initiate an ordinary disciplinary
action, which can take several months
to conclude. FINRA believes that firms
and associated persons should not be
permitted to continue doing business for
prolonged periods when they have
failed to pay restitution to third parties.
The proposal would close this loophole.
Harmonizing Remedies
FINRA proposes harmonizing the
remedy for an individual’s failure to pay
an arbitration award in Rule 9554 with
the remedy for the same misconduct in
the FINRA By-Laws. At present, Rule
9554 states that FINRA may suspend or
cancel the membership of a firm and
may suspend or bar an individual for
failure to pay an arbitration award.
Article VI, Section 3(b) of the FINRA
By-Laws, however, limits the remedy
regarding an individual’s failure to pay
an arbitration award to a suspension. To
make the rule consistent with the ByLaws, the proposed change would limit
the remedy against individuals in such
6 See David Joseph Dambro, 51 S.E.C. 513, 518
(1993).
7 FINRA Sanction Guidelines, at 4; see also
Dambro, 51 S.E.C. at 518 (emphasizing importance
of getting money back to investors who were
harmed by broker’s misconduct).
E:\FR\FM\25NON1.SGM
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Federal Register / Vol. 74, No. 226 / Wednesday, November 25, 2009 / Notices
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
cases to suspension and would
eliminate any reference to barring
individuals.
FINRA will announce the effective
date of the proposed rule change in a
Regulatory Notice to be published no
later than 60 days following
Commission approval. The effective
date will be 30 days following
publication of the Regulatory Notice
announcing Commission approval.
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:
2. Statutory Basis
The proposed rule change is
consistent with the provisions of
Section 15A(b)(6) of the Act,8 which
requires, among other things, that
FINRA’s rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. The proposal also is
consistent with Section 15A(b)(7) of the
Act,9 which provides that FINRA
members and associated persons must
be appropriately disciplined for
violations of any provisions of the Act
or FINRA rules. The proposed rule
change is consistent with these
purposes because it promotes a fair and
efficient disciplinary process and
provides a mechanism to take expedited
action when a member or associated
person fails to pay restitution.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA 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.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
sroberts on DSKD5P82C1PROD with NOTICES
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 such proposed
rule change, or
8 15
9 15
U.S.C. 78o–3(b)(6).
U.S.C. 78o–3(b)(7).
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17:36 Nov 24, 2009
Jkt 220001
61729
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–28224 Filed 11–24–09; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
Electronic Comments
[Public Notice 6807]
• 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–FINRA–2009–076 on the
subject line.
Notice of Meeting of the Advisory
Committee on International Law
A meeting of the Advisory Committee
on International Law will take place on
Friday, December 11, 2009, from 9:15
a.m. to approximately 5:30 p.m., at the
George Washington University Law
School (Michael K. Young Faculty
Paper Comments
Conference Center, 5th Floor), 2000 H
• Send paper comments in triplicate
St., NW., Washington, DC. The meeting
to Elizabeth M. Murphy, Secretary,
will be chaired by the Legal Adviser of
Securities and Exchange Commission,
the Department of State, Harold H. Koh,
100 F Street, NE., Washington, DC
and will be open to the public up to the
20549–1090.
capacity of the meeting room. It is
anticipated that the agenda of the
All submissions should refer to File
Number SR–FINRA–2009–076. This file meeting will cover a range of current
international legal topics, including
number should be included on the
subject line if e-mail is used. To help the treaty scope and enforcement issues, the
relationship between human rights
Commission process and review your
treaties and humanitarian law; issues
comments more efficiently, please use
only one method. The Commission will relating to the International Criminal
post all comments on the Commission’s Court; options for compliance with the
International Court of Justice’s decision
Internet Web site (https://www.sec.gov/
in the Case Concerning Avena and
rules/sro.shtml). Copies of the
Other Mexican Nationals (Mexico v.
submission, all subsequent
United States of America); and the law
amendments, all written statements
of non-international armed conflict.
with respect to the proposed rule
Members of the public will have an
change that are filed with the
opportunity to participate in the
Commission, and all written
discussion.
communications relating to the
Members of the public who wish to
proposed rule change between the
Commission and any person, other than attend the session should, by Monday,
December 7, 2009, notify the Office of
those that may be withheld from the
the Legal Adviser (telephone: 202–776–
public in accordance with the
8323) of their name, professional
provisions of 5 U.S.C. 552, will be
affiliation, address, and telephone
available for inspection and copying in
number. A valid photo ID is required for
the Commission’s Public Reference
admittance. A member of the public
Room, 100 F Street, NE., Washington,
who needs reasonable accommodation
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m. should make his or her request by
December 4, 2009; requests made after
Copies of such filing also will be
that time will be considered but might
available for inspection and copying at
not be possible to accommodate.
the principal office of FINRA. All
comments received will be posted
Dated: November 19, 2009.
without change; the Commission does
David DeBartolo,
not edit personal identifying
Office of Claims and Investment Disputes,
information from submissions. You
Office of the Legal Adviser, Executive
should submit only information that
Director, Advisory Committee on
you wish to make publicly available. All International Law, Department of State.
submissions should refer to File
[FR Doc. E9–28274 Filed 11–24–09; 8:45 am]
Number SR–FINRA–2009–076 and
BILLING CODE 4710–08–P
should be submitted on or before
December 16, 2009.
10 17 CFR 200.30–3(a)(12).
PO 00000
Frm 00075
Fmt 4703
Sfmt 4703
E:\FR\FM\25NON1.SGM
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Agencies
[Federal Register Volume 74, Number 226 (Wednesday, November 25, 2009)]
[Notices]
[Pages 61727-61729]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-28224]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61026; File No. SR-FINRA-2009-076]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing of Proposed Rule Change To Amend the
FINRA Rule 9550 Series (Expedited Proceedings)
November 18, 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 November 5, 2009, Financial Industry Regulatory Authority, Inc.
(``FINRA'') 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 FINRA. On November
17, 2009, FINRA filed Amendment No. 1. \3\ 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\ Amendment No. 1 to SR-FINRA-2009-076 supersedes and replaces
in its entirety the proposed rule change as filed on November 5,
2009. FINRA filed Amendment No. 1 so that the text of Proposed FINRA
Rule 9559 as set forth in this rule filing could reflect amendments
adopted pursuant to proposed rule change SR-FINRA-2008-067. See
Securities Exchange Act Release No. 60933 (November 4, 2009), 74 FR
58334 (November 12, 2009) (Order Approving File No. SR-FINRA-2008-
067).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
FINRA is proposing to (1) Modify various time requirements
regarding expedited proceedings, (2) add an expedited proceeding for
failure to pay restitution, and (3) harmonize a remedy in an expedited
procedure with a remedy in the FINRA By-Laws.
The text of the proposed rule change is available on FINRA's Web
site at: https://www.finra.org, at the principal office of FINRA and at
the Commission's Public Reference Room.
[[Page 61728]]
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, FINRA 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. FINRA 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
In March 2004, the SEC approved a rule change that created the NASD
Rule 9550 Series to consolidate, clarify, and streamline most
procedural rules that had an expedited proceeding component.\4\ Having
used the procedures for five years and having conducted a recent
analysis of their effectiveness, FINRA is proposing a few modifications
that will strengthen investor protection and improve administrative
efficiency. The proposed changes are discussed separately below.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 49380 (March 9,
2004), 69 FR 12386 (March 16, 2004) (Order Approving File No. SR-
NASD-2003-110)); Notice to Members 04-36 (May 2004). Expedited
proceedings in this context refer to fast-tracked matters that take
place outside the ordinary FINRA disciplinary process. In September
2008, the SEC approved the adoption of the NASD Rule 9550 Series as
the FINRA Rule 9550 Series. See Securities Exchange Act Release No.
58643 (September 25, 2008), 73 FR 57174 (October 1, 2008) (Order
Approving File Nos. SR-FINRA-2008-021; SR-FINRA-2008-022; SR-FINRA-
2008-026; SR-FINRA-2008-028 and SR-FINRA-2008-029); Regulatory
Notice 08-57 (October 2008).
---------------------------------------------------------------------------
Shortening Time Periods
The Rule 9550 Series provides a procedural mechanism for FINRA to
address certain types of misconduct more quickly than would be possible
using the ordinary disciplinary process. At the same time, the Rule
9550 Series provides firms and associated persons with numerous
procedural protections, including the ability to request a hearing that
often results in a stay of the action. FINRA proposes shortening the
time within which a hearing must be held from the current 60 days after
a hearing request to 30 days after the request in relation to the
following FINRA rules:
Rule 9551 (Failure To Comply With Public Communication
Standards);
Rule 9552 (Failure To Provide Information or Keep
Information Current);
Rule 9553 (Failure To Pay FINRA Dues, Fees and Other
Charges);
Rule 9554 (Failure To Comply With an Arbitration Award or
Related Settlement); and
Rule 9555 (Failure to Meet the Eligibility or
Qualification Standards or Prerequisites for Access to Services).
The proposed change \5\ strengthens investor protection while
maintaining procedural safeguards for respondents, makes the timing of
the hearings more consistent with other hearings in the rule series,
and reflects FINRA's experience over the past five years in resolving
these matters. The change would increase investor protection by
limiting the period during which a wrongdoer could continue doing
business while the matter is pending. Moreover, the issues involved in
these cases usually are straightforward (e.g., whether the respondent
paid an arbitration award or FINRA fee or provided required
information) and do not require lengthy preparation time. The change
also would bring these hearing provisions more in line with the other
expedited actions in the Rule 9550 Series, which require hearings to be
held within 14 days or five business days of the respondent's request
for a hearing depending on the type of conduct at issue. Finally, five
years' experience has established that hearings can be held much more
quickly than the current scheme contemplates.
---------------------------------------------------------------------------
\5\ FINRA would implement the proposed change by amending Rule
9559, which contains the hearing provisions for the Rule 9550
Series. FINRA also would make conforming changes to Rule 9559
regarding the pre-hearing exchange of documents between the parties
to the expedited proceeding.
---------------------------------------------------------------------------
In addition to modifying the timing of hearings, FINRA proposes
amending Rule 9552 to shorten the period before a suspension
automatically turns into an expulsion or bar. Rule 9552 allows FINRA to
suspend a member or associated person for failure to provide any
information requested or required to be filed pursuant to the FINRA By-
Laws or rules, such as FOCUS reports or annual audits. Under the rule,
FINRA may provide written notice to such member or person specifying
the nature of the failure and stating that failure to take corrective
action within 21 days after service of the notice will result in
suspension. The rule also provides that a member or person suspended
under the rule who fails to request termination of the suspension
within six months is automatically expelled or barred. FINRA proposes
shortening that timeframe from six months to three months. Three months
provides sufficient time for respondents to seek to lift the suspension
while moving the process forward at a more efficient and reasonable
pace.
Adding an Expedited Procedure for Failure To Pay Restitution
FINRA proposes amending Rule 9554, which contains expedited
procedures for failure to pay FINRA arbitration awards, to also permit
FINRA to take expedited action for failure to comply with a FINRA order
of restitution or a FINRA settlement providing for restitution.
Restitution is an equitable remedy used to restore victims to their
position before the wrongful conduct occurred and to compensate them
for unjust losses or injury suffered as the result of another's
wrongdoing.\6\ The SEC and FINRA have long stressed the importance of
imposing restitution where an ``identifiable person [hellip] has
suffered a quantifiable loss as a result of a respondent's
misconduct.'' \7\
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\6\ See David Joseph Dambro, 51 S.E.C. 513, 518 (1993).
\7\ FINRA Sanction Guidelines, at 4; see also Dambro, 51 S.E.C.
at 518 (emphasizing importance of getting money back to investors
who were harmed by broker's misconduct).
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Although FINRA can take expedited action against a member firm or
associated person for failure to pay fines, dues, and fees to FINRA and
for failure to pay an arbitration award to a third party, FINRA
currently does not have explicit authority to take expedited action
against firms or associated persons who fail to pay restitution to a
third party (usually investors who have been harmed). FINRA's only
recourse is to initiate an ordinary disciplinary action, which can take
several months to conclude. FINRA believes that firms and associated
persons should not be permitted to continue doing business for
prolonged periods when they have failed to pay restitution to third
parties. The proposal would close this loophole.
Harmonizing Remedies
FINRA proposes harmonizing the remedy for an individual's failure
to pay an arbitration award in Rule 9554 with the remedy for the same
misconduct in the FINRA By-Laws. At present, Rule 9554 states that
FINRA may suspend or cancel the membership of a firm and may suspend or
bar an individual for failure to pay an arbitration award. Article VI,
Section 3(b) of the FINRA By-Laws, however, limits the remedy regarding
an individual's failure to pay an arbitration award to a suspension. To
make the rule consistent with the By-Laws, the proposed change would
limit the remedy against individuals in such
[[Page 61729]]
cases to suspension and would eliminate any reference to barring
individuals.
FINRA will announce the effective date of the proposed rule change
in a Regulatory Notice to be published no later than 60 days following
Commission approval. The effective date will be 30 days following
publication of the Regulatory Notice announcing Commission approval.
2. Statutory Basis
The proposed rule change is consistent with the provisions of
Section 15A(b)(6) of the Act,\8\ which requires, among other things,
that FINRA's rules must be designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. The proposal also is consistent with Section 15A(b)(7)
of the Act,\9\ which provides that FINRA members and associated persons
must be appropriately disciplined for violations of any provisions of
the Act or FINRA rules. The proposed rule change is consistent with
these purposes because it promotes a fair and efficient disciplinary
process and provides a mechanism to take expedited action when a member
or associated person fails to pay restitution.
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\8\ 15 U.S.C. 78o-3(b)(6).
\9\ 15 U.S.C. 78o-3(b)(7).
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA 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.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
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 such 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 Number SR-FINRA-2009-076 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-FINRA-2009-076. 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 FINRA. 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-FINRA-2009-076 and should be
submitted on or before December 16, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-28224 Filed 11-24-09; 8:45 am]
BILLING CODE 8011-01-P