Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by NYSE Amex LLC Amending Rules 312- and 321-NYSE Amex Equities and Adopt New Rules 2262- and 2269-NYSE Amex Equities Filed by the Financial Industry Regulatory Authority, Inc., 68440-68442 [E9-30544]
Download as PDF
68440
Federal Register / Vol. 74, No. 246 / Thursday, December 24, 2009 / Notices
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 CBOE. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make publicly available. All
submissions should refer to File
Number SR–CBOE–2009–087 and
should be submitted on or before
January 14, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–30545 Filed 12–23–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NYSE
Amex LLC Amending Rules 312– and
321–NYSE Amex Equities and Adopt
New Rules 2262– and 2269–NYSE
Amex Equities Filed by the Financial
Industry Regulatory Authority, Inc.
December 16, 2009.
wwoods2 on DSK1DXX6B1PROD with NOTICES_PART 1
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 December
14, 2009, NYSE Amex LLC (the
‘‘Exchange’’ or ‘‘NYSE Amex’’) 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 self-regulatory
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 amend
Rules 312– and 321–NYSE Amex
Equities and adopt new Rules 2262–
and 2269–NYSE Amex Equities to
correspond with rule changes filed by
the Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) and approved
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
15:40 Dec 23, 2009
1. Purpose
The purpose of the proposed rule
changes is to amend Rules 312–NYSE
Amex Equities (Changes Within
Member Organizations) and 321–NYSE
Amex Equities (Formation or
Acquisition of Subsidiaries) and adopt
new Rules 2262–NYSE Amex Equities
(Disclosure of Control Relationship with
Issuer) and 2269–NYSE Amex Equities
(Disclosure of Participation or Interest
in Primary or Secondary Distribution) to
correspond with rule changes filed by
FINRA and approved by the
Commission.
Background. On July 30, 2007,
FINRA’s predecessor, the National
Association of Securities Dealers, Inc.
(‘‘NASD’’), and NYSE Regulation, Inc.
(‘‘NYSER’’) consolidated their member
firm regulation operations into a
combined organization, FINRA.
Pursuant to Rule 17d–2 under the
Securities Exchange Act of 1934, as
amended (the ‘‘Act’’), the New York
Stock Exchange LLC (‘‘NYSE’’), NYSER
and FINRA entered into an agreement
(the ‘‘Agreement’’) to reduce regulatory
duplication for their members by
allocating to FINRA certain regulatory
responsibilities for certain NYSE rules
and rule interpretations (‘‘FINRA
Incorporated NYSE Rules’’). The
Exchange became a party to the
Agreement effective December 15,
2008.4
4 See Securities Exchange Act Release Nos. 56148
(July 26, 2007), 72 FR 42146 (August 1, 2007) (order
approving the Agreement); 56147 (July 26, 2007), 72
FR 42166 (August 1, 2007) (SR–NASD–2007–054)
1 15
VerDate Nov<24>2008
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 the
Statutory Basis for, the Proposed Rule
Change
[Release No. 34–61179; File No. SR–
NYSEAmex–2009–89]
17 17
by the Securities and Exchange
Commission (the ‘‘Commission’’). The
text of the proposed rule change is
available at the Exchange, the
Commission’s Public Reference Room,
and https://www.nyse.com.
Jkt 220001
PO 00000
Frm 00025
Fmt 4703
Sfmt 4703
As part of its effort to reduce
regulatory duplication and relieve firms
that are members of FINRA, NYSE and
NYSE Amex of conflicting or
unnecessary regulatory burdens, FINRA
is now engaged in the process of
reviewing and amending the NASD and
FINRA Incorporated NYSE Rules in
order to create a consolidated FINRA
rulebook.5
Proposed Conforming Amendments to
NYSE Rules. FINRA adopted NASD
Rules 2240 (Disclosure of Control
Relationship with Issuer) and 2250
(Disclosure of Participation or Interest
in Primary or Secondary Distribution) as
consolidated FINRA Rules 2262 and
2269, respectively.6
Because the protection provided by
the new FINRA Rules, as well as
existing or proposed FINRA Rules and
SEC Rules,7 is generally broader than
that provided by FINRA Incorporated
NYSE Rules 312(f) and 321.24, FINRA
deleted those rules. Specifically, FINRA
noted that, unlike FINRA Incorporated
NYSE Rule 312(f)(2), consolidated
FINRA Rules 2262 and 2269 would
operate to protect customers without
regard as to whether or not a member or
member organization makes a
recommendation on a security to a
customer. In addition, FINRA noted that
the requirements of FINRA Incorporated
NYSE Rules 312(f)(1) and (3) are
sufficiently addressed by consolidated
FINRA Rules 2262 and 2269 and other
rules. FINRA also noted that, unlike
FINRA Incorporated NYSE Rule 321.24,
consolidated FINRA Rules 2262 and
2269 require disclosure in transactions
involving securities beyond those issued
(order approving the incorporation of certain NYSE
Rules as ‘‘Common Rules’’); and 60409 (July 30,
2009), 74 FR 39353 (August 6, 2009) (order
approving the amended and restated Agreement,
adding NYSE Amex LLC as a party). Paragraph 2(b)
of the Agreement sets forth procedures regarding
proposed changes by FINRA, NYSE or NYSE Amex
to the substance of any of the Common Rules.
5 FINRA’s rulebook currently has three sets of
rules: (1) NASD Rules, (2) FINRA Incorporated
NYSE Rules, and (3) consolidated FINRA Rules.
The FINRA Incorporated NYSE Rules apply only to
those members of FINRA that are also members of
the NYSE, while the consolidated FINRA Rules
apply to all FINRA members. For more information
about the FINRA rulebook consolidation process,
see FINRA Information Notice, March 12, 2008.
6 In its filing, FINRA also adopted NASD Rule
3340 (Prohibition on Transactions, Publication of
Quotations, or Publication of Indications of Interest
During Trading Halts) as consolidated FINRA Rule
5260. See Securities Exchange Act Release No.
60659 (September 11, 2009), 74 FR 48117
(September 21, 2009). NYSE Amex is not adopting
this FINRA Rule as it is not applicable to trading
on the Exchange.
7 According to FINRA, the requirements of
consolidated FINRA Rules 2262 and 2269 are
almost identical to SEA Rules 15c1–5 and 15c1–6,
respectively. See Securities Exchange Act Release
No. 60659 (September 11, 2009), 74 FR 48117
(September 21, 2009) (footnotes 4–6).
E:\FR\FM\24DEN1.SGM
24DEN1
Federal Register / Vol. 74, No. 246 / Thursday, December 24, 2009 / Notices
by a subsidiary of the member
organization.8
To harmonize the NYSE Amex
Equities Rules with the approved
FINRA Rules, the Exchange
correspondingly proposes to delete
Rules 312(f)– and 321.24–NYSE Amex
Equities and replace them with
proposed Rules 2262– and 2269–NYSE
Amex Equities, which are substantially
similar to the new FINRA Rules.9 As
proposed, Rules 2262– and 2269–NYSE
Amex Equities adopt the same language
as FINRA Rules 2262 and 2269, except
for substituting for or adding to, as
needed, the term ‘‘member
organization’’ for the term ‘‘member’’,
and making corresponding technical
changes.
wwoods2 on DSK1DXX6B1PROD with NOTICES_PART 1
2. Statutory Basis
The Exchange believes that the
proposed rule changes are consistent
with Section 6(b) of the Act,10 in
general, and further the objectives of
Section 6(b)(5) of the Act,11 in
particular, in that they are 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. The proposed rule
changes also support the principles of
Section 11A(a)(1) 12 of the Act in that
they seek to ensure the economically
efficient execution of securities
transactions and fair competition among
brokers and dealers and among
exchange markets.
The Exchange believes that the
proposed rule changes support the
objectives of the Act by providing
greater harmonization between NYSE
Amex Equities Rules and FINRA Rules
of similar purpose, resulting in less
burdensome and more efficient
regulatory compliance for joint
members. To the extent the Exchange
has proposed changes that differ from
the FINRA version of the Rules, such
changes are technical in nature and do
not change the substance of the
proposed NYSE Amex Equities Rules.
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
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 13 and Rule
19b–4(f)(6) thereunder.14 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 and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 15 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b4(f)(6)(iii),16 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
the proposal may become operative
immediately upon filing.17
The proposed rule change is based
upon the rules of another self-regulatory
organization, and as such is not in any
way novel or controversial. The
Commission believes that waiving the
30-day operative delay is consistent
with the protection of investors and the
public interest because such waiver will
13 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
15 17 CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6)(iii).
17 17 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 met this
requirement.
14 17
8 See Securities Exchange Act Release No. 60659
(September 11, 2009), 74 FR 48117 (September 21,
2009).
9 NYSE has submitted a companion rule filing
amending its rules in accordance with FINRA’s rule
changes. See SR–NYSE–2009–125.
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
12 15 U.S.C. 78k–1(a)(1).
VerDate Nov<24>2008
15:40 Dec 23, 2009
Jkt 220001
PO 00000
Frm 00026
Fmt 4703
Sfmt 4703
68441
bring uniformity to the Exchange’s and
FINRA’s rules. Accordingly, the
Commission hereby grants the
Exchange’s request and designates the
proposal operative upon filing.18
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSEAmex–2009–89 on
the subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEAmex–2009–89. 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,19 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
18 For the purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition
and capital formation. See 15 U.S.C. 78c(f).
19 The text of the proposed rule change is
available on the Commission’s Web site at https://
www.sec.gov/.
E:\FR\FM\24DEN1.SGM
24DEN1
68442
Federal Register / Vol. 74, No. 246 / Thursday, December 24, 2009 / Notices
Section, 100 F Street, NE., Washington,
DC 20549–1090. Copies of the filing will
also be available for inspection and
copying at the NYSE Amex’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–
NYSEAmex–2009–89 and should be
submitted on or before January 14, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–30544 Filed 12–23–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61176; File No. SR–NYSE–
2009–125]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by New York
Stock Exchange LLC Amending NYSE
Rules 312 and 321 and Adopt New
Rules 2262 and 2269 Filed by the
Financial Industry Regulatory
Authority, Inc.
December 16, 2009.
wwoods2 on DSK1DXX6B1PROD with NOTICES_PART 1
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 December
14, 2009, New York Stock Exchange
LLC (‘‘NYSE’’ 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 self-regulatory
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 amend
NYSE Rules 312 and 321 and adopt new
Rules 2262 and 2269 to correspond with
rule changes filed by the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) and approved by the
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
VerDate Nov<24>2008
15:40 Dec 23, 2009
Jkt 220001
Securities and Exchange Commission
(the ‘‘Commission’’). The text of the
proposed rule change is available at the
Exchange, the Commission’s Public
Reference Room, and https://
www.nyse.com.
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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
changes is to amend NYSE Rules 312
(Changes Within Member
Organizations) and 321 (Formation or
Acquisition of Subsidiaries) and adopt
new Rules 2262 (Disclosure of Control
Relationship with Issuer) and 2269
(Disclosure of Participation or Interest
in Primary or Secondary Distribution) to
correspond with rule changes filed by
FINRA and approved by the
Commission.
Background. On July 30, 2007,
FINRA’s predecessor, the National
Association of Securities Dealers, Inc.
(‘‘NASD’’), and NYSE Regulation, Inc.
(‘‘NYSER’’) consolidated their member
firm regulation operations into a
combined organization, FINRA.
Pursuant to Rule 17d–2 under the
Securities Exchange Act of 1934, as
amended (the ‘‘Act’’), NYSE, NYSER
and FINRA entered into an agreement
(the ‘‘Agreement’’) to reduce regulatory
duplication for their members by
allocating to FINRA certain regulatory
responsibilities for certain NYSE rules
and rule interpretations (‘‘FINRA
Incorporated NYSE Rules’’). NYSE
Amex LLC (‘‘NYSE Amex’’) became a
party to the Agreement effective
December 15, 2008.4
4 See Securities Exchange Act Release Nos. 56148
(July 26, 2007), 72 FR 42146 (August 1, 2007) (order
approving the Agreement); 56147 (July 26, 2007), 72
FR 42166 (August 1, 2007) (SR–NASD–2007–054)
(order approving the incorporation of certain NYSE
Rules as ‘‘Common Rules’’); and 60409 (July 30,
2009), 74 FR 39353 (August 6, 2009) (order
approving the amended and restated Agreement,
PO 00000
Frm 00027
Fmt 4703
Sfmt 4703
As part of its effort to reduce
regulatory duplication and relieve firms
that are members of FINRA, NYSE and
NYSE Amex of conflicting or
unnecessary regulatory burdens, FINRA
is now engaged in the process of
reviewing and amending the NASD and
FINRA Incorporated NYSE Rules in
order to create a consolidated FINRA
rulebook.5
Proposed Conforming Amendments to
NYSE Rules. FINRA adopted NASD
Rules 2240 (Disclosure of Control
Relationship with Issuer) and 2250
(Disclosure of Participation or Interest
in Primary or Secondary Distribution) as
consolidated FINRA Rules 2262 and
2269, respectively.6
Because the protection provided by
the new FINRA Rules, as well as
existing or proposed FINRA Rules and
SEC Rules,7 is generally broader than
that provided by FINRA Incorporated
NYSE Rules 312(f) and 321.24, FINRA
deleted those rules. Specifically, FINRA
noted that, unlike FINRA Incorporated
NYSE Rule 312(f)(2), consolidated
FINRA Rules 2262 and 2269 would
operate to protect customers without
regard as to whether or not a member or
member organization makes a
recommendation on a security to a
customer. In addition, FINRA noted that
the requirements of FINRA Incorporated
NYSE Rules 312(f)(1) and (3) are
sufficiently addressed by consolidated
FINRA Rules 2262 and 2269 and other
rules. FINRA also noted that, unlike
FINRA Incorporated NYSE Rule 321.24,
consolidated FINRA Rules 2262 and
2269 require disclosure in transactions
involving securities beyond those issued
adding NYSE Amex LLC as a party). Paragraph 2(b)
of the Agreement sets forth procedures regarding
proposed changes by FINRA, NYSE or NYSE Amex
to the substance of any of the Common Rules.
5 FINRA’s rulebook currently has three sets of
rules: (1) NASD Rules, (2) FINRA Incorporated
NYSE Rules, and (3) consolidated FINRA Rules.
The FINRA Incorporated NYSE Rules apply only to
those members of FINRA that are also members of
the NYSE (‘‘Dual Members’’), while the
consolidated FINRA Rules apply to all FINRA
members. For more information about the FINRA
rulebook consolidation process, see FINRA
Information Notice, March 12, 2008.
6 In its filing, FINRA also adopted NASD Rule
3340 (Prohibition on Transactions, Publication of
Quotations, or Publication of Indications of Interest
During Trading Halts) as consolidated FINRA Rule
5260. See Securities Exchange Act Release No.
60659 (September 11, 2009), 74 FR 48117
(September 21, 2009). NYSE is not adopting this
FINRA Rule as it is not applicable to trading on the
Exchange.
7 According to FINRA, the requirements of
consolidated FINRA Rules 2262 and 2269 are
almost identical to SEA Rules 15c1–5 and 15c1–6,
respectively. See Securities Exchange Act Release
No. 60659 (September 11, 2009), 74 FR 48117
(September 21, 2009) (footnotes 4–6).
E:\FR\FM\24DEN1.SGM
24DEN1
Agencies
[Federal Register Volume 74, Number 246 (Thursday, December 24, 2009)]
[Notices]
[Pages 68440-68442]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-30544]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61179; File No. SR-NYSEAmex-2009-89]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change by NYSE Amex LLC Amending Rules
312- and 321-NYSE Amex Equities and Adopt New Rules 2262- and 2269-NYSE
Amex Equities Filed by the Financial Industry Regulatory Authority,
Inc.
December 16, 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 December 14, 2009, NYSE Amex LLC (the ``Exchange'' or
``NYSE Amex'') 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 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 amend Rules 312- and 321-NYSE Amex
Equities and adopt new Rules 2262- and 2269-NYSE Amex Equities to
correspond with rule changes filed by the Financial Industry Regulatory
Authority, Inc. (``FINRA'') and approved by the Securities and Exchange
Commission (the ``Commission''). The text of the proposed rule change
is available at the Exchange, the Commission's Public Reference Room,
and https://www.nyse.com.
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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule changes is to amend Rules 312-NYSE
Amex Equities (Changes Within Member Organizations) and 321-NYSE Amex
Equities (Formation or Acquisition of Subsidiaries) and adopt new Rules
2262-NYSE Amex Equities (Disclosure of Control Relationship with
Issuer) and 2269-NYSE Amex Equities (Disclosure of Participation or
Interest in Primary or Secondary Distribution) to correspond with rule
changes filed by FINRA and approved by the Commission.
Background. On July 30, 2007, FINRA's predecessor, the National
Association of Securities Dealers, Inc. (``NASD''), and NYSE
Regulation, Inc. (``NYSER'') consolidated their member firm regulation
operations into a combined organization, FINRA. Pursuant to Rule 17d-2
under the Securities Exchange Act of 1934, as amended (the ``Act''),
the New York Stock Exchange LLC (``NYSE''), NYSER and FINRA entered
into an agreement (the ``Agreement'') to reduce regulatory duplication
for their members by allocating to FINRA certain regulatory
responsibilities for certain NYSE rules and rule interpretations
(``FINRA Incorporated NYSE Rules''). The Exchange became a party to the
Agreement effective December 15, 2008.\4\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release Nos. 56148 (July 26,
2007), 72 FR 42146 (August 1, 2007) (order approving the Agreement);
56147 (July 26, 2007), 72 FR 42166 (August 1, 2007) (SR-NASD-2007-
054) (order approving the incorporation of certain NYSE Rules as
``Common Rules''); and 60409 (July 30, 2009), 74 FR 39353 (August 6,
2009) (order approving the amended and restated Agreement, adding
NYSE Amex LLC as a party). Paragraph 2(b) of the Agreement sets
forth procedures regarding proposed changes by FINRA, NYSE or NYSE
Amex to the substance of any of the Common Rules.
---------------------------------------------------------------------------
As part of its effort to reduce regulatory duplication and relieve
firms that are members of FINRA, NYSE and NYSE Amex of conflicting or
unnecessary regulatory burdens, FINRA is now engaged in the process of
reviewing and amending the NASD and FINRA Incorporated NYSE Rules in
order to create a consolidated FINRA rulebook.\5\
---------------------------------------------------------------------------
\5\ FINRA's rulebook currently has three sets of rules: (1) NASD
Rules, (2) FINRA Incorporated NYSE Rules, and (3) consolidated FINRA
Rules. The FINRA Incorporated NYSE Rules apply only to those members
of FINRA that are also members of the NYSE, while the consolidated
FINRA Rules apply to all FINRA members. For more information about
the FINRA rulebook consolidation process, see FINRA Information
Notice, March 12, 2008.
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Proposed Conforming Amendments to NYSE Rules. FINRA adopted NASD
Rules 2240 (Disclosure of Control Relationship with Issuer) and 2250
(Disclosure of Participation or Interest in Primary or Secondary
Distribution) as consolidated FINRA Rules 2262 and 2269,
respectively.\6\
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\6\ In its filing, FINRA also adopted NASD Rule 3340
(Prohibition on Transactions, Publication of Quotations, or
Publication of Indications of Interest During Trading Halts) as
consolidated FINRA Rule 5260. See Securities Exchange Act Release
No. 60659 (September 11, 2009), 74 FR 48117 (September 21, 2009).
NYSE Amex is not adopting this FINRA Rule as it is not applicable to
trading on the Exchange.
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Because the protection provided by the new FINRA Rules, as well as
existing or proposed FINRA Rules and SEC Rules,\7\ is generally broader
than that provided by FINRA Incorporated NYSE Rules 312(f) and 321.24,
FINRA deleted those rules. Specifically, FINRA noted that, unlike FINRA
Incorporated NYSE Rule 312(f)(2), consolidated FINRA Rules 2262 and
2269 would operate to protect customers without regard as to whether or
not a member or member organization makes a recommendation on a
security to a customer. In addition, FINRA noted that the requirements
of FINRA Incorporated NYSE Rules 312(f)(1) and (3) are sufficiently
addressed by consolidated FINRA Rules 2262 and 2269 and other rules.
FINRA also noted that, unlike FINRA Incorporated NYSE Rule 321.24,
consolidated FINRA Rules 2262 and 2269 require disclosure in
transactions involving securities beyond those issued
[[Page 68441]]
by a subsidiary of the member organization.\8\
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\7\ According to FINRA, the requirements of consolidated FINRA
Rules 2262 and 2269 are almost identical to SEA Rules 15c1-5 and
15c1-6, respectively. See Securities Exchange Act Release No. 60659
(September 11, 2009), 74 FR 48117 (September 21, 2009) (footnotes 4-
6).
\8\ See Securities Exchange Act Release No. 60659 (September 11,
2009), 74 FR 48117 (September 21, 2009).
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To harmonize the NYSE Amex Equities Rules with the approved FINRA
Rules, the Exchange correspondingly proposes to delete Rules 312(f)-
and 321.24-NYSE Amex Equities and replace them with proposed Rules
2262- and 2269-NYSE Amex Equities, which are substantially similar to
the new FINRA Rules.\9\ As proposed, Rules 2262- and 2269-NYSE Amex
Equities adopt the same language as FINRA Rules 2262 and 2269, except
for substituting for or adding to, as needed, the term ``member
organization'' for the term ``member'', and making corresponding
technical changes.
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\9\ NYSE has submitted a companion rule filing amending its
rules in accordance with FINRA's rule changes. See SR-NYSE-2009-125.
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2. Statutory Basis
The Exchange believes that the proposed rule changes are consistent
with Section 6(b) of the Act,\10\ in general, and further the
objectives of Section 6(b)(5) of the Act,\11\ in particular, in that
they are 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. The proposed rule changes also support the principles
of Section 11A(a)(1) \12\ of the Act in that they seek to ensure the
economically efficient execution of securities transactions and fair
competition among brokers and dealers and among exchange markets.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
\12\ 15 U.S.C. 78k-1(a)(1).
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The Exchange believes that the proposed rule changes support the
objectives of the Act by providing greater harmonization between NYSE
Amex Equities Rules and FINRA Rules of similar purpose, resulting in
less burdensome and more efficient regulatory compliance for joint
members. To the extent the Exchange has proposed changes that differ
from the FINRA version of the Rules, such changes are technical in
nature and do not change the substance of the proposed NYSE Amex
Equities Rules.
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
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \13\ and Rule 19b-4(f)(6) thereunder.\14\
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 and Rule 19b-
4(f)(6)(iii) thereunder.
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\13\ 15 U.S.C. 78s(b)(3)(A)(iii).
\14\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \15\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b4(f)(6)(iii),\16\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing.\17\
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\15\ 17 CFR 240.19b-4(f)(6).
\16\ 17 CFR 240.19b-4(f)(6)(iii).
\17\ 17 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 met this requirement.
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The proposed rule change is based upon the rules of another self-
regulatory organization, and as such is not in any way novel or
controversial. The Commission believes that waiving the 30-day
operative delay is consistent with the protection of investors and the
public interest because such waiver will bring uniformity to the
Exchange's and FINRA's rules. Accordingly, the Commission hereby grants
the Exchange's request and designates the proposal operative upon
filing.\18\
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\18\ For the purposes only of waiving the 30-day operative
delay, the Commission has considered the proposed rule's impact on
efficiency, competition and capital formation. See 15 U.S.C. 78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-NYSEAmex-2009-89 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEAmex-2009-89. 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,\19\ 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
[[Page 68442]]
Section, 100 F Street, NE., Washington, DC 20549-1090. Copies of the
filing will also be available for inspection and copying at the NYSE
Amex'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-
NYSEAmex-2009-89 and should be submitted on or before January 14, 2010.
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\19\ The text of the proposed rule change is available on the
Commission's Web site at https://www.sec.gov/.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-30544 Filed 12-23-09; 8:45 am]
BILLING CODE 8011-01-P