Self-Regulatory Organizations; NYSE Amex, Inc.; Order Approving Proposed Rule Change To Establish the NYSE Amex Realtime Reference Prices Service, 4598-4600 [2010-1695]
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Federal Register / Vol. 75, No. 18 / Thursday, January 28, 2010 / Notices
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 available publicly. All
submissions should refer to File
Number SR–FINRA–2010–004 and
should be submitted on or before
February 18, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–1662 Filed 1–27–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61403; File No. SR–NYSE
Amex–2009–85]
Self-Regulatory Organizations; NYSE
Amex, Inc.; Order Approving Proposed
Rule Change To Establish the NYSE
Amex Realtime Reference Prices
Service
mstockstill on DSKH9S0YB1PROD with NOTICES
January 22, 2010.
I. Introduction
On November 30, 2009, the NYSE
Amex, Inc. (‘‘NYSE Amex’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (the ‘‘Act’’),1 and Rule 19b–4
thereunder,2 a proposed rule change to
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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establish the NYSE Amex Realtime
Reference Prices service and to establish
a flat monthly fee and a per-query fee
for that service. The proposed rule
change was published for comment in
the Federal Register on December 18,
2009.3 The Commission received no
comments on the proposal. This order
approves the proposed rule change.
II. Description of the Proposal
a. The Service
The Exchange proposes to establish
the NYSE Amex Realtime Reference
Prices service and to establish a flat
monthly fee and a per-query fee for that
service. The Exchange believes that the
NYSE Amex Realtime Reference Prices
service would provide a low-cost
service that makes real-time prices
widely available to casual investors,
provides vendors with a useful real-time
substitute for delayed prices; and
relieves vendors of administrative
burdens. The Exchange states that the
product would respond to the
requirements for distribution of realtime last sale prices over the internet for
reference purposes, rather than as a
basis for making trading decisions.
The NYSE Amex Realtime Reference
Prices service would allow internet
service providers, traditional market
data vendors, and others (‘‘NYSE AmexOnly Vendors’’) to make available NYSE
Amex Realtime Reference Prices on a
real-time basis.4 The NYSE Amex
Realtime Reference Price information
includes last sale prices for all securities
that trade on the Exchange, updated in
real-time. In addition, the product also
includes open, high and low prices and
cumulative volume. The Exchange
anticipates that it would update these
data elements every second, though
initially it would update them once per
minute. The product does not include
bid/ask quotations or the size of each
trade.
The Exchange would not permit
NYSE Amex-Only Vendors to provide
NYSE Amex Realtime Reference Prices
in a context in which a trading or orderrouting decision can be implemented
unless the NYSE Amex-Only Vendor
also provides consolidated displays of
Network A last sale prices available in
an equivalent manner, as Rule 603(c)(1)
of Regulation NMS requires.
The Exchange states that the service
would eliminate some of the
3 See Securities Exchange Act Release No. 61144
(December 10, 2009), 74 FR 67275.
4 The Exchange notes that it will make the NYSE
Amex Realtime Reference Prices available to
vendors no earlier than it makes those prices
available to the processor under the CTA and
Nasdaq/UTP Plans.
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administrative burdens associated with
the distribution of real-time CTA prices.
The service would feature a flat, fixed
monthly vendor fee, no user-based fees,
no vendor reporting requirements, and
no professional or non-professional
subscriber agreements.
b. The Fees
The Exchange proposes to establish a
$10,000 monthly flat fee that entitles an
NYSE Amex-Only Vendor to receive
access to the NYSE Amex Realtime
Reference Prices datafeed. For that fee,
the NYSE Amex-Only Vendor could
provide unlimited NYSE Amex
Realtime Reference Prices to an
unlimited number of the NYSE AmexOnly Vendor’s subscribers and
customers. The Exchange does not
propose to impose any device or enduser fee for the NYSE Amex-Only
Vendors’ distribution of NYSE Amex
Realtime Reference Prices.
In addition, the Exchange proposes to
establish as an alternative to the fixed
monthly fee a fee of $.004 for each realtime reference price that a NYSE AmexOnly Vendor disseminates to its
customers. The Exchange proposes to
limit a NYSE Amex-Only Vendor’s
exposure under this alternative fee by
setting $10,000, the same amount as the
proposed fixed monthly rate, as the
maximum fee that an NYSE Amex-Only
Vendor would have to pay for real-time
reference prices that it disseminates in
any calendar month pursuant to the perquery fee.
In order to take advantage of the perquery fee, a NYSE Amex-Only Vendor
must document in its Exhibit A that it
has the ability to measure accurately the
number of queries and must have the
ability to report aggregate query
quantities on a monthly basis.
The Exchange states that it would
impose the per-query fee only on the
dissemination of real-time reference
prices. NYSE Amex-Only Vendors may
provide delayed data services in the
same manner as they do today.
The per-query charge would be
imposed on NYSE Amex-Only Vendors,
not end-users, and would be payable on
a monthly basis. NYSE Amex-Only
Vendors may elect to disseminate NYSE
Amex Realtime Reference Prices
pursuant to the per-query fee rather than
the fixed monthly fee.
c. Justification of Fees
The Exchange believes that the
proposed flat monthly fee and per-query
fee for the NYSE Amex Realtime
Reference Prices service enable Internet
service providers and traditional
vendors to contribute to the Exchange’s
operating costs in a manner that is
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Federal Register / Vol. 75, No. 18 / Thursday, January 28, 2010 / Notices
appropriate for the distribution of last
sale price information in the form taken
by the proposed service.
In setting the level of the NYSE Amex
Realtime Reference Prices fee, the
Exchange took into consideration
several factors, including:
(1) The fees that Nasdaq, NYSE and
NYSE Arca are charging for similar
services;
(2) consultation with some of the
entities that the Exchange anticipates
would be the most likely to take
advantage of the proposed service;
(3) the contribution of market data
revenues that the Exchange believes is
appropriate for entities that are most
likely to take advantage of the proposed
service;
(4) the contribution that revenues
accruing from the proposed fee would
make to meet the overall costs of the
Exchange’s operations;
(5) the savings in administrative and
reporting costs that the NYSE Amex
Realtime Reference Prices service would
provide to NYSE Amex-Only Vendors;
and
(6) the fact that the proposed fees
provide alternatives to existing fees
under the CTA and Nasdaq/UTP Plans,
alternatives that vendors would
purchase only if they determine that the
perceived benefits outweigh the cost.
The Exchange believes that the levels
of the fixed monthly fee and the perquery fee are consistent with the
approach set forth in the order by which
the Commission approved ArcaBook
fees.5 The Exchange submits that the
NYSE Realtime Reference Prices
constitute ‘‘non-core data;’’ i.e., the
Exchange does not require a central
processor to consolidate and distribute
the product to the public pursuant to
joint-SRO plans. Rather, the Exchange
states that it distributes the product
voluntarily. In addition, the Exchange
believes that both types of the
competitive forces that the Commission
described in the NYSE Arca Order are
present in the case of NYSE Amex
Realtime Reference Prices: (i) The
Exchange has a compelling need to
attract order flow; and (ii) the product
competes with a number of alternative
products.
The Exchange states that it must
compete vigorously for order flow to
maintain its share of trading volume,
which requires the Exchange to act
reasonably in setting market data fees
for non-core products such as NYSE
Amex Realtime Reference Prices. The
5 See Securities Exchange Act Release No. 59039
(December 2, 2008), 73 FR 74770 (December 9,
2008) (SR–NYSEArca–2006–21) (‘‘NYSE Arca
Order’’).
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Exchange hopes that NYSE Amex
Realtime Reference Prices will enable
vendors to distribute NYSE Amex last
sale price data widely among investors,
and thereby provide a means for
promoting the Exchange’s visibility in
the marketplace.
III. Discussion and Commission
Findings
The Commission has reviewed
carefully the proposed rule change and
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.6 In particular, the
Commission finds that the proposal is
consistent with Section 6(b)(4) of the
Act,7 which requires that an exchange
have rules that provide for the equitable
allocation of reasonable dues, fees, and
other charges among its members and
other persons using its facilities and
Section 6(b)(5) of the Act,8 which
requires, among other things, that the
rules of an exchange be designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system and, in general, to protect
investors and the public interest, and
not be designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Commission also finds that the
proposed rule change is consistent with
the provisions of Section 6(b)(8) of the
Act,9 which requires that the rules of an
exchange not impose any burden on
competition not necessary or
appropriate in furtherance of the
purposes of the Act. Finally, the
Commission finds that the proposed
rule change is consistent with Rule
603(a) of Regulation NMS,10 adopted
under Section 11A(c)(1) of the Act,
which requires an exclusive processor
that distributes information with respect
to quotations for or transactions in an
NMS stock to do so on terms that are
fair and reasonable and that are not
unreasonably discriminatory.11
6 In approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
7 15 U.S.C. 78f(b)(4).
8 15 U.S.C. 78f(b)(5).
9 15 U.S.C. 78f(b)(8).
10 17 CFR 242.603(a).
11 NYSE Amex is an exclusive processor of NYSE
Amex depth-of-book data under Section 3(a)(22)(B)
of the Act, 15 U.S.C. 78c(a)(22)(B), which defines
an exclusive processor as, among other things, an
exchange that distributes information with respect
to quotations or transactions on an exclusive basis
on its own behalf.
PO 00000
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4599
Under this proposal, the Exchange
would (1) establish a $10,000 monthly
flat fee that entitles vendors to receive
access to the NYSE Amex Realtime
Reference Prices datafeed and (2)
establish a usage-based fee alternative of
$.004 for each real-time reference price
that a vendor disseminates to its
customers (capped at the monthly fee
level). The $10,000 monthly fee would
allow vendors to provide unlimited
NYSE Amex Realtime Reference Prices
to an unlimited number of subscribers
and customers: (1) Without vendor
reporting requirements, and (2) without
professional or non-professional
subscriber agreements. In order to take
advantage of the usage-based fee
alternative, a vendor must document in
its Exhibit A that it has the ability to
measure accurately the number of
queries and must have the ability to
report aggregate query quantities on a
monthly basis.
The Commission has reviewed the
proposal using the approach set forth in
the NYSE Arca Order for non-core
market data fees.12 In the NYSE Arca
Order, the Commission stated that
‘‘when possible, reliance on competitive
forces is the most appropriate and
effective means to assess whether the
terms for the distribution of non-core
data are equitable, fair and reasonable,
and not unreasonably
discriminatory.’’ 13 It noted that the
‘‘existence of significant competition
provides a substantial basis for finding
that the terms of an exchange’s fee
proposal are equitable, fair, reasonable,
and not unreasonably or unfairly
discriminatory.’’ 14 If an exchange ‘‘was
subject to significant competitive forces
in setting the terms of a proposal,’’ the
Commission will approve a proposal
unless it determines that ‘‘there is a
substantial countervailing basis to find
that the terms nevertheless fail to meet
an applicable requirement of the
Exchange Act or the rules
thereunder.’’ 15
There are a variety of alternative
sources of information that impose
significant competitive pressures on the
Exchange in setting the terms for
distributing its market data. The
Commission believes that the
availability of those alternatives, as well
as the NYSE Amex’s compelling need to
attract order flow, imposed significant
12 See supra note 5. In the NYSE Arca Order, the
Commission describes in great detail the
competitive factors that apply to non-core market
data products. The Commission hereby incorporates
by reference the data and analysis from the NYSE
Arca Order into this order.
13 Id. at 74781.
14 Id. at 74781–82.
15 Id. at 74781.
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Federal Register / Vol. 75, No. 18 / Thursday, January 28, 2010 / Notices
competitive pressure on the NYSE to act
equitably, fairly, and reasonably in
setting the terms of its proposal.
Because the NYSE was subject to
significant competitive forces in setting
the terms of the proposal, the
Commission will approve the proposal
in the absence of a substantial
countervailing basis to find that its
terms nevertheless fail to meet an
applicable requirement of the Act or the
rules thereunder. An analysis of the
proposal does not provide such a basis.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,16 that the
proposed rule change (SR–NYSEAmex–
2009–85) is hereby approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–1695 Filed 1–27–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
II. Description of the Proposal
b. Reduction in the Fixed Monthly Fee
The Exchange proposes several
changes to the NYSE Realtime Reference
Prices service. In a recent filing,4 the
Exchange established a fixed monthly
fee for its NYSE-only market data
service that allows a vendor to
redistribute on a real-time basis last sale
prices of transactions that take place on
the Exchange. The Exchange has found
that the NYSE Realtime Reference Prices
service provides a low-cost service that
makes real-time prices widely available
to many millions of casual investors,
provides vendors with a real-time
substitute for delayed prices, and
relieves vendors of all administrative
burdens. The service allows Internet
service providers, traditional market
data vendors, and others (‘‘NYSE-Only
Vendors’’) to make available NYSE
Realtime Reference Prices on a real-time
basis.5 NYSE Realtime Reference Prices
information includes last sale prices for
all securities that are traded on the
Exchange.
The Exchange proposes to make the
following changes to the service and its
fees:
Currently, the NYSE Realtime
Reference Price service features a flat,
fixed monthly vendor fee of $70,000 and
no user-based fees. For that fee, a NYSEOnly Vendor may provide unlimited
NYSE Realtime Reference Prices to an
unlimited number of the NYSE-Only
Vendor’s subscribers and customers
without having to differentiate between
professional subscribers and
nonprofessional subscribers, without
having to account for the extent of
access to the data, and without having
to report the number of users.
The Exchange states that it has now
had experience with the product and
has received feedback from its
customers. As a result of the comments
of the Exchange’s customers, the
response to the product from the
vendors most likely to subscribe to the
product, and the past year’s market
corrections, the Exchange is now
proposing to reduce the fixed monthly
fee to $60,000. In addition, in
combination with the proposed usagebased fee and the proposed addition of
new data elements to the product, the
Exchange hopes that the fee reduction
would allow the Exchange to broaden
the universe of vendors that would find
the product appropriate for their
business models.
The Exchange believes that the
proposed reduced fee would enable
Internet service providers and
traditional vendors that have large
numbers of casual investors as
subscribers and customers to contribute
to the Exchange’s operating costs in a
manner that is appropriate for their
means of distribution. The Exchange
further believes that the proposed
reduction in the fixed monthly fee for
the NYSE Realtime Reference Prices
service would make the product more
attractive to vendors and that an
increase in the number of vendors that
determine to provide free access to
NYSE Realtime Reference prices to their
Internet users would benefit the
investment community. The Exchange
states that the fee reduction would also
respond to the price competition
provided by alternative exchanges,
ECNs and the market for delayed data
and would better reflect the perceived
value of the NYSE product and provide
a more equitable allocation of the
Exchange’s overall costs to users of its
facilities.
a. Data Elements
[Release No. 34–61406; File No. SR–NYSE–
2009–120]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Approving Proposed Rule Change
Relating to Changes in NYSE Realtime
Reference Prices Service
January 22, 2010.
mstockstill on DSKH9S0YB1PROD with NOTICES
I. Introduction
On November 27, 2009, the New York
Stock Exchange LLC (‘‘NYSE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (the ‘‘Act’’),1 and Rule 19b–4
thereunder,2 a proposed rule change to
add data elements to its ‘‘NYSE Realtime
Reference Prices’’ service, to reduce the
fixed monthly fee that applies to that
service, and to add a usage-based fee
alternative for that service. The
proposed rule change was published for
comment in the Federal Register on
December 18, 2009.3 The Commission
received no comments on the proposal.
This order approves the proposed rule
change.
16 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 61145
(December 10, 2009), 74 FR 67287.
17 17
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Currently, the NYSE Realtime
Reference Price Service includes only
prices. It does not include the size of
each trade and does not include bid/ask
quotations. For each security, the
Exchange is proposing to add the
following data elements to the service:
• High price.
• Low price.
• Cumulative volume.
The Exchange states that it anticipates
that it would update these data elements
every second, though initially it would
update them once per minute. A
security’s high (low) price would reflect
the highest (lowest) price at which the
security has traded on the Exchange
during the trading session through the
point in time at which it is
disseminated. Further, the cumulative
volume would reflect a security’s
aggregate volume during a trading
session through the point in time at
which it is last disseminated. The
Exchange believes that adding these
data elements would make the product
more attractive to the customers of
NYSE-Only Vendors.
4 See Securities Exchange Act Release No. 60004
(May 29, 2009), 74 FR 26905 (June 4, 2009) (SR–
NYSE–2009–42).
5 The Exchange notes that it makes the NYSE
Realtime Reference Prices available to vendors no
earlier than it makes those prices available to the
processor under the CTA Plan.
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c. Usage-Based Fee
The Exchange proposes to establish as
an alternative to the fixed monthly fee
a fee of $.004 for each real-time
reference price that a NYSE-Only
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Agencies
[Federal Register Volume 75, Number 18 (Thursday, January 28, 2010)]
[Notices]
[Pages 4598-4600]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-1695]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61403; File No. SR-NYSE Amex-2009-85]
Self-Regulatory Organizations; NYSE Amex, Inc.; Order Approving
Proposed Rule Change To Establish the NYSE Amex Realtime Reference
Prices Service
January 22, 2010.
I. Introduction
On November 30, 2009, the NYSE Amex, Inc. (``NYSE Amex'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to establish the NYSE Amex Realtime Reference
Prices service and to establish a flat monthly fee and a per-query fee
for that service. The proposed rule change was published for comment in
the Federal Register on December 18, 2009.\3\ The Commission received
no comments on the proposal. This order approves the proposed rule
change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 61144 (December 10,
2009), 74 FR 67275.
---------------------------------------------------------------------------
II. Description of the Proposal
a. The Service
The Exchange proposes to establish the NYSE Amex Realtime Reference
Prices service and to establish a flat monthly fee and a per-query fee
for that service. The Exchange believes that the NYSE Amex Realtime
Reference Prices service would provide a low-cost service that makes
real-time prices widely available to casual investors, provides vendors
with a useful real-time substitute for delayed prices; and relieves
vendors of administrative burdens. The Exchange states that the product
would respond to the requirements for distribution of real-time last
sale prices over the internet for reference purposes, rather than as a
basis for making trading decisions.
The NYSE Amex Realtime Reference Prices service would allow
internet service providers, traditional market data vendors, and others
(``NYSE Amex-Only Vendors'') to make available NYSE Amex Realtime
Reference Prices on a real-time basis.\4\ The NYSE Amex Realtime
Reference Price information includes last sale prices for all
securities that trade on the Exchange, updated in real-time. In
addition, the product also includes open, high and low prices and
cumulative volume. The Exchange anticipates that it would update these
data elements every second, though initially it would update them once
per minute. The product does not include bid/ask quotations or the size
of each trade.
---------------------------------------------------------------------------
\4\ The Exchange notes that it will make the NYSE Amex Realtime
Reference Prices available to vendors no earlier than it makes those
prices available to the processor under the CTA and Nasdaq/UTP
Plans.
---------------------------------------------------------------------------
The Exchange would not permit NYSE Amex-Only Vendors to provide
NYSE Amex Realtime Reference Prices in a context in which a trading or
order-routing decision can be implemented unless the NYSE Amex-Only
Vendor also provides consolidated displays of Network A last sale
prices available in an equivalent manner, as Rule 603(c)(1) of
Regulation NMS requires.
The Exchange states that the service would eliminate some of the
administrative burdens associated with the distribution of real-time
CTA prices. The service would feature a flat, fixed monthly vendor fee,
no user-based fees, no vendor reporting requirements, and no
professional or non-professional subscriber agreements.
b. The Fees
The Exchange proposes to establish a $10,000 monthly flat fee that
entitles an NYSE Amex-Only Vendor to receive access to the NYSE Amex
Realtime Reference Prices datafeed. For that fee, the NYSE Amex-Only
Vendor could provide unlimited NYSE Amex Realtime Reference Prices to
an unlimited number of the NYSE Amex-Only Vendor's subscribers and
customers. The Exchange does not propose to impose any device or end-
user fee for the NYSE Amex-Only Vendors' distribution of NYSE Amex
Realtime Reference Prices.
In addition, the Exchange proposes to establish as an alternative
to the fixed monthly fee a fee of $.004 for each real-time reference
price that a NYSE Amex-Only Vendor disseminates to its customers. The
Exchange proposes to limit a NYSE Amex-Only Vendor's exposure under
this alternative fee by setting $10,000, the same amount as the
proposed fixed monthly rate, as the maximum fee that an NYSE Amex-Only
Vendor would have to pay for real-time reference prices that it
disseminates in any calendar month pursuant to the per-query fee.
In order to take advantage of the per-query fee, a NYSE Amex-Only
Vendor must document in its Exhibit A that it has the ability to
measure accurately the number of queries and must have the ability to
report aggregate query quantities on a monthly basis.
The Exchange states that it would impose the per-query fee only on
the dissemination of real-time reference prices. NYSE Amex-Only Vendors
may provide delayed data services in the same manner as they do today.
The per-query charge would be imposed on NYSE Amex-Only Vendors,
not end-users, and would be payable on a monthly basis. NYSE Amex-Only
Vendors may elect to disseminate NYSE Amex Realtime Reference Prices
pursuant to the per-query fee rather than the fixed monthly fee.
c. Justification of Fees
The Exchange believes that the proposed flat monthly fee and per-
query fee for the NYSE Amex Realtime Reference Prices service enable
Internet service providers and traditional vendors to contribute to the
Exchange's operating costs in a manner that is
[[Page 4599]]
appropriate for the distribution of last sale price information in the
form taken by the proposed service.
In setting the level of the NYSE Amex Realtime Reference Prices
fee, the Exchange took into consideration several factors, including:
(1) The fees that Nasdaq, NYSE and NYSE Arca are charging for
similar services;
(2) consultation with some of the entities that the Exchange
anticipates would be the most likely to take advantage of the proposed
service;
(3) the contribution of market data revenues that the Exchange
believes is appropriate for entities that are most likely to take
advantage of the proposed service;
(4) the contribution that revenues accruing from the proposed fee
would make to meet the overall costs of the Exchange's operations;
(5) the savings in administrative and reporting costs that the NYSE
Amex Realtime Reference Prices service would provide to NYSE Amex-Only
Vendors; and
(6) the fact that the proposed fees provide alternatives to
existing fees under the CTA and Nasdaq/UTP Plans, alternatives that
vendors would purchase only if they determine that the perceived
benefits outweigh the cost.
The Exchange believes that the levels of the fixed monthly fee and
the per-query fee are consistent with the approach set forth in the
order by which the Commission approved ArcaBook fees.\5\ The Exchange
submits that the NYSE Realtime Reference Prices constitute ``non-core
data;'' i.e., the Exchange does not require a central processor to
consolidate and distribute the product to the public pursuant to joint-
SRO plans. Rather, the Exchange states that it distributes the product
voluntarily. In addition, the Exchange believes that both types of the
competitive forces that the Commission described in the NYSE Arca Order
are present in the case of NYSE Amex Realtime Reference Prices: (i) The
Exchange has a compelling need to attract order flow; and (ii) the
product competes with a number of alternative products.
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\5\ See Securities Exchange Act Release No. 59039 (December 2,
2008), 73 FR 74770 (December 9, 2008) (SR-NYSEArca-2006-21) (``NYSE
Arca Order'').
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The Exchange states that it must compete vigorously for order flow
to maintain its share of trading volume, which requires the Exchange to
act reasonably in setting market data fees for non-core products such
as NYSE Amex Realtime Reference Prices. The Exchange hopes that NYSE
Amex Realtime Reference Prices will enable vendors to distribute NYSE
Amex last sale price data widely among investors, and thereby provide a
means for promoting the Exchange's visibility in the marketplace.
III. Discussion and Commission Findings
The Commission has reviewed carefully the proposed rule change and
finds that the proposed rule change is consistent with the requirements
of the Act and the rules and regulations thereunder applicable to a
national securities exchange.\6\ In particular, the Commission finds
that the proposal is consistent with Section 6(b)(4) of the Act,\7\
which requires that an exchange have rules that provide for the
equitable allocation of reasonable dues, fees, and other charges among
its members and other persons using its facilities and Section 6(b)(5)
of the Act,\8\ which requires, among other things, that the rules of an
exchange be designed to promote just and equitable principles of trade,
to remove impediments to and perfect the mechanism of a free and open
market and a national market system and, in general, to protect
investors and the public interest, and not be designed to permit unfair
discrimination between customers, issuers, brokers, or dealers.
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\6\ In approving this proposed rule change, the Commission notes
that it has considered the proposed rule's impact on efficiency,
competition, and capital formation. 15 U.S.C. 78c(f).
\7\ 15 U.S.C. 78f(b)(4).
\8\ 15 U.S.C. 78f(b)(5).
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The Commission also finds that the proposed rule change is
consistent with the provisions of Section 6(b)(8) of the Act,\9\ which
requires that the rules of an exchange not impose any burden on
competition not necessary or appropriate in furtherance of the purposes
of the Act. Finally, the Commission finds that the proposed rule change
is consistent with Rule 603(a) of Regulation NMS,\10\ adopted under
Section 11A(c)(1) of the Act, which requires an exclusive processor
that distributes information with respect to quotations for or
transactions in an NMS stock to do so on terms that are fair and
reasonable and that are not unreasonably discriminatory.\11\
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\9\ 15 U.S.C. 78f(b)(8).
\10\ 17 CFR 242.603(a).
\11\ NYSE Amex is an exclusive processor of NYSE Amex depth-of-
book data under Section 3(a)(22)(B) of the Act, 15 U.S.C.
78c(a)(22)(B), which defines an exclusive processor as, among other
things, an exchange that distributes information with respect to
quotations or transactions on an exclusive basis on its own behalf.
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Under this proposal, the Exchange would (1) establish a $10,000
monthly flat fee that entitles vendors to receive access to the NYSE
Amex Realtime Reference Prices datafeed and (2) establish a usage-based
fee alternative of $.004 for each real-time reference price that a
vendor disseminates to its customers (capped at the monthly fee level).
The $10,000 monthly fee would allow vendors to provide unlimited NYSE
Amex Realtime Reference Prices to an unlimited number of subscribers
and customers: (1) Without vendor reporting requirements, and (2)
without professional or non-professional subscriber agreements. In
order to take advantage of the usage-based fee alternative, a vendor
must document in its Exhibit A that it has the ability to measure
accurately the number of queries and must have the ability to report
aggregate query quantities on a monthly basis.
The Commission has reviewed the proposal using the approach set
forth in the NYSE Arca Order for non-core market data fees.\12\ In the
NYSE Arca Order, the Commission stated that ``when possible, reliance
on competitive forces is the most appropriate and effective means to
assess whether the terms for the distribution of non-core data are
equitable, fair and reasonable, and not unreasonably discriminatory.''
\13\ It noted that the ``existence of significant competition provides
a substantial basis for finding that the terms of an exchange's fee
proposal are equitable, fair, reasonable, and not unreasonably or
unfairly discriminatory.'' \14\ If an exchange ``was subject to
significant competitive forces in setting the terms of a proposal,''
the Commission will approve a proposal unless it determines that
``there is a substantial countervailing basis to find that the terms
nevertheless fail to meet an applicable requirement of the Exchange Act
or the rules thereunder.'' \15\
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\12\ See supra note 5. In the NYSE Arca Order, the Commission
describes in great detail the competitive factors that apply to non-
core market data products. The Commission hereby incorporates by
reference the data and analysis from the NYSE Arca Order into this
order.
\13\ Id. at 74781.
\14\ Id. at 74781-82.
\15\ Id. at 74781.
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There are a variety of alternative sources of information that
impose significant competitive pressures on the Exchange in setting the
terms for distributing its market data. The Commission believes that
the availability of those alternatives, as well as the NYSE Amex's
compelling need to attract order flow, imposed significant
[[Page 4600]]
competitive pressure on the NYSE to act equitably, fairly, and
reasonably in setting the terms of its proposal.
Because the NYSE was subject to significant competitive forces in
setting the terms of the proposal, the Commission will approve the
proposal in the absence of a substantial countervailing basis to find
that its terms nevertheless fail to meet an applicable requirement of
the Act or the rules thereunder. An analysis of the proposal does not
provide such a basis.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\16\ that the proposed rule change (SR-NYSEAmex-2009-85) is hereby
approved.
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\16\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-1695 Filed 1-27-10; 8:45 am]
BILLING CODE 8011-01-P