Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to Fees for Use of BATS Exchange, Inc., 11951-11953 [2010-5296]
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srobinson on DSKHWCL6B1PROD with NOTICES
Federal Register / Vol. 75, No. 48 / Friday, March 12, 2010 / Notices
outstanding voting securities, as defined
in the Act, or in the case of a Fund
whose public shareholders purchase
shares on the basis of a prospectus
containing the disclosure contemplated
by condition 2 below, by the sole initial
shareholder before offering the Fund’s
shares to the public.
2. The prospectus for each Fund will
disclose the existence, substance, and
effect of any order granted pursuant to
the application. In addition, each Fund
will hold itself out to the public as
employing the manager of managers
structure described in the application.
The prospectus will prominently
disclose that the Adviser has the
ultimate responsibility (subject to
oversight by the Board) to oversee the
Sub-Advisers and to recommend their
hiring, termination and replacement.
3. At all times, at least a majority of
the Board will be Independent Trustees,
and the nomination of new or additional
Independent Trustees will be placed
within the discretion of the then
existing Independent Trustees.
4. The Adviser will not enter into a
Sub-Advisory Agreement with any
Affiliated Sub-Adviser without that
agreement, including the compensation
to be paid thereunder, being approved
by the shareholders of the applicable
Fund.
5. When a change of Sub-Adviser is
proposed for a Fund with an Affiliated
Sub-Adviser, the Board, including a
majority of the Independent Trustees,
will make a separate finding, reflected
in the Board minutes, that the change is
in the best interests of the Fund and its
shareholders and does not involve a
conflict of interest from which the
Adviser or the Affiliated Sub-Adviser
derives an inappropriate advantage.
6. Within 90 days of hiring any new
Sub-Adviser, the affected Fund’s
shareholders will be furnished all
information about the new Sub-Adviser
that would be contained in a proxy
statement, except as modified to permit
Aggregate Fee Disclosure. This
information will include Aggregate Fee
Disclosure and any change in such
disclosure caused by the addition of the
new Sub-Adviser. To meet this
obligation, the Fund will provide
shareholders within 90 days of the
hiring of a new Sub-Adviser with an
information statement meeting the
requirements of Regulation 14C,
Schedule 14C, and Item 22 of Schedule
14A under the 1934 Act, except as
modified by the order to permit
Aggregate Fee Disclosure.
7. The Adviser will provide general
investment advisory services to the
Funds, including overall supervisory
responsibility for the general
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management and investment of each
Fund’s assets, and, subject to review
and approval by the Board, the Adviser
will (i) set each Fund’s overall
investment strategies; (ii) evaluate,
select and recommend Sub-Advisers to
manage all or part of each Fund’s assets;
(iii) when appropriate, allocate and
reallocate each applicable Fund’s assets
among multiple Sub-Advisers; (iv)
monitor and evaluate the performance
of the Sub-Advisers, and (v) implement
procedures reasonably designed to
ensure that the Sub-Advisers comply
with each Fund’s investment objective,
policies and restrictions.
8. No trustee or officer of a Trust, or
director or officer of the Adviser, will
own, directly or indirectly (other than
through a pooled investment vehicle
that is not controlled by such person),
any interest in a Sub-Adviser, except
for: (i) Ownership of interests in the
Adviser or any entity that controls, is
controlled by, or is under common
control with the Adviser; or (ii)
ownership of less than 1% of the
outstanding securities of any class of
equity or debt of a publicly traded
company that is either a Sub-Adviser or
an entity that controls, is controlled by,
or is under common control with a SubAdviser.
9. Independent legal counsel, as
defined in rule 0–1(a)(6) under the Act,
will be engaged to represent the
Independent Trustees. The selection of
such counsel will be within the
discretion of the then existing
Independent Trustees.
10. Each Fund will disclose in its
registration statement the Aggregate Fee
Disclosure.
11. Whenever a Sub-Adviser is hired
or terminated, the Adviser will provide
the Board with information showing the
expected impact on the Adviser’s
profitability.
12. The Adviser will provide the
Board, no less frequently than quarterly,
with information about the Adviser’s
profitability, on a per-Fund basis. The
information will reflect the impact on
profitability of the hiring or termination
of any Sub-Adviser during the
applicable quarter.
13. In the event that the Commission
adopts a rule under the Act providing
substantially similar relief to that in the
order requested in the application, the
requested order will expire on the
effective date of that rule.
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11951
For the Commission, by the Division of
Investment Management, under delegated
authority.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–5446 Filed 3–11–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61650; File No. SR–BATS–
2010–005]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Related to Fees for Use
of BATS Exchange, Inc.
March 4, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
25, 2010, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. BATS has designated
the proposed rule change as one
establishing or changing a member due,
fee, or other charge imposed by the
Exchange under Section 19(b)(3)(A)(ii)
of the Act 3 and Rule 19b–4(f)(2)
thereunder,4 which renders the
proposed rule change effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to modify its
fee schedule applicable to Members 5 of
the Exchange pursuant to BATS Rules
15.1(a) and (c). While changes to the fee
schedule pursuant to this proposal will
be effective upon filing, the changes will
become operative on February 26, 2010.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, on the
Commission’s Web site at https://
www.sec.gov, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
5 A Member is any registered broker or dealer that
has been admitted to membership in the Exchange.
2 17
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11952
Federal Register / Vol. 75, No. 48 / Friday, March 12, 2010 / 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, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
srobinson on DSKHWCL6B1PROD with NOTICES
1. Purpose
The Exchange proposes to modify its
fee schedule applicable to use of the
Exchange effective February 26, 2010, in
order to (i) establish fees for executions
that occur on the BATS Exchange
options market (‘‘BATS Options’’); 6 (ii)
establish fees for executions routed via
BATS Options to other options
exchanges; and (iii) make other
technical changes to the fee schedule.
(i) Fees for Executions on BATS Options
The Exchange proposes to implement
fees based on the pricing model
currently in place for the trading of
equities via the Exchange. Specifically,
the Exchange will assess fees for the
execution of options contracts based
upon which Member provides liquidity
to the BATS Options order book and
which Member takes liquidity from
BATS Options order book. This model
seeks to attract liquidity to BATS
Options by providing credits to
Members that provide liquidity, and to
assess a fee to the Member whose order
executes against an order that has
provided liquidity. An order that
provides liquidity is any order that is
entered into BATS Options and is
placed on the BATS Options order book
for potential execution. An order that
takes liquidity is one that is entered into
BATS Options and that executes against
an order resting on the BATS Options
order book.
The Exchange is proposing to charge
$0.30 per contract for executions that
remove liquidity from BATS Options
and to rebate $0.20 per contract for
6 On January 26, 2010, the Commission approved
SR–BATS–2009–031, which proposed rules for the
trading of equity options on the Exchange. See
Securities Exchange Act Release No. 61419 (January
26, 2010), 75 FR 5157 (February 1, 2010) (SR–
BATS–2009–031).
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17:18 Mar 11, 2010
Jkt 220001
executions that add liquidity to BATS
Options.
(ii) Routing Fees for Orders Routed
Away From BATS Options
The Exchange proposes to charge the
routing charges per contract as
described below. All charges by the
Exchange for routing away from BATS
Options are applicable only in the event
that an order is executed. In other
words, there is no charge for orders that
are routed away from the Exchange but
are not filled.
BATS Options will pass through the
charges assessed by other markets for
the execution of options orders, plus an
additional charge. Specifically, in
connection with routing of orders other
than directed ISOs away from BATS
Options, the Exchange proposes to
charge $0.05 per contract plus all
destination exchange fees incurred for
the execution. In connection with
routing of directed ISOs away from
BATS Options, the Exchange proposes
to charge $0.10 per contract plus all
destination exchange fees incurred for
the execution. For instance, if the
Exchange routes an order (other than a
directed ISO) to another options
exchange and is charged $0.30 for the
execution, then the total charge billed to
the Member will be $0.35. Similarly, if
the Exchange routes a directed ISO to
another options exchange and is
charged $0.30 for the execution, then
the total charge billed to the Member
will be $0.40. With respect to orders
that are executed at other options
exchanges without a charge to the
Exchange, such orders will only be
assessed the applicable additional
charge (i.e., $0.05 per contract for all
orders other than directed ISOs and
$0.10 per contract for all directed ISOs).
(iii) Technical Changes to Fee Schedule
The Exchange proposes to create
headings to make clear which fees apply
to the Exchange’s pre-existing equity
securities trading platform, the BATS
Options trading platform, which will
commence operations on February 26,
2010, or both. At this time, the
Exchange is not proposing to charge for
logical ports for Members who connect
to BATS Options. Accordingly, the
Exchange has intentionally left the
portions of the fee schedule that set
forth fees for logical ports classified
under the new ‘‘Equities Pricing’’
heading. However, the Exchange’s
proposal to implement physical port
fees, which was recently approved,7 was
intended to operate such that physical
7 See Securities Exchange Act Release No. 61545
(February 19, 2010) (SR–BATS–2009–032).
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Frm 00119
Fmt 4703
Sfmt 4703
port fees charged by the Exchange apply
to any Member or non-Member that
maintains more than four (4) physical
ports at either of the Exchange’s data
centers, regardless of their activities on
the Exchange (e.g., equities trading,
options trading, receipt of Exchange
market data or some combination of the
foregoing). Accordingly the Exchange
has also created a heading to make clear
that such physical connection charges
are applicable to all Exchange
constituents.
In addition, the Exchange proposes an
amendment to the description of pricing
for executions on the Exchange in
equity securities priced below $1.00 to
make clear that the 0.10% fee applies to
executions on the Exchange that remove
liquidity from the Exchange by adding
the words ‘‘to remove liquidity’’ to the
existing text.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.8
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) of the Act,9 in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and other
persons using any facility or system
which the Exchange operates or
controls. The Exchange notes that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues if they deem fee levels at a
particular venue to be excessive. Upon
launch, BATS Options will be the
eighth options market in the national
market system. Joining BATS Options
and electing to trade options via BATS
Options is entirely voluntary. Under
these circumstances, the fees for trading
on and through BATS Options must be
competitive in order for BATS Options
to attract order flow, execute orders, and
grow as a market. The Exchange
believes that the fees and credits
proposed for BATS Options are
competitive with those charged by other
venues. In addition, the Exchange
believes that the proposed rates are
equitable in that they apply uniformly
to all Members.
8 15
9 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
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Federal Register / Vol. 75, No. 48 / Friday, March 12, 2010 / Notices
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change imposes any
burden on competition.
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.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change
has been designated as a fee change
pursuant to Section 19(b)(3)(A)(ii) of the
Act 10 and Rule 19b–4(f)(2)
thereunder,11 because it establishes or
changes a due, fee or other charge
imposed on members by the Exchange.
Accordingly, the proposal is effective
upon filing with the Commission.
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 proposal is
consistent with the Act. Comments may
be submitted by any of the following
methods:
srobinson on DSKHWCL6B1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
No. SR–BATS–2010–005 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–BATS–2010–005. 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 Web site viewing and
printing 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
will also be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File No. SR–BATS–
2010–005 and should be submitted on
or before April 2, 2010.
For the Commission, by the Division
of Trading and Markets, pursuant to
delegated authority.12
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–5296 Filed 3–11–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61656; File No. SR–CHX–
2010–04]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by the
Chicago Stock Exchange, Inc. To
Aggregate Trading Activity of Affiliated
Participants To Calculate Average
Daily Trading Volume for Billing
Purposes
March 5, 2010.
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 February
26, 2010, the Chicago Stock Exchange,
Inc. (‘‘CHX’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
10 15
11 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
VerDate Nov<24>2008
17:18 Mar 11, 2010
Jkt 220001
proposed rule change as described in
Items I, II and III below, which Items
have been prepared by the Exchange.
CHX has filed the proposal pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(2) thereunder,4 which renders
the proposal effective upon filing with
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The CHX proposes to amend its
Schedule of Participant Fees and
Assessments (the ‘‘Fee Schedule’’),
effective March 1, 2010, to aggregate the
activity of affiliate entities when
computing and assessing certain fees of
the Exchange. The text of this proposed
rule change is available on the
Exchange’s Web site at https://
www.chx.com/rules/proposed_rules.htm
and in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549.
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
CHX included statements concerning
the purpose of and basis for the
proposed rule changes and discussed
any comments it received regarding the
proposal. The text of these statements
may be examined at the places specified
in Item IV below. The CHX 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
Through this filing, the Exchange
would amend its Fee Schedule, effective
March 1, 2010, to permit the aggregation
of the trading activity of affiliated CHX
Participants for the purposes of
calculating and assessing certain fees. A
Participant must request the aggregation
of affiliate activity by submitting an
Application to the Exchange.5 The
Exchange shall have the right to request
additional information in order to verify
the affiliate status of an entity.
Once approved, the Exchange will
aggregate the activity of affiliated
3 15
12 17
PO 00000
Frm 00120
Fmt 4703
Sfmt 4703
11953
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
5 The Exchange will post the Application form on
its public Web site.
4 17
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Agencies
[Federal Register Volume 75, Number 48 (Friday, March 12, 2010)]
[Notices]
[Pages 11951-11953]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-5296]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61650; File No. SR-BATS-2010-005]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Related to
Fees for Use of BATS Exchange, Inc.
March 4, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on February 25, 2010, BATS Exchange, Inc. (the ``Exchange'' or
``BATS'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II
and III below, which Items have been prepared by the Exchange. BATS has
designated the proposed rule change as one establishing or changing a
member due, fee, or other charge imposed by the Exchange under Section
19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-4(f)(2) thereunder,\4\
which renders the proposed rule change effective upon filing with the
Commission. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to modify its fee schedule applicable to
Members \5\ of the Exchange pursuant to BATS Rules 15.1(a) and (c).
While changes to the fee schedule pursuant to this proposal will be
effective upon filing, the changes will become operative on February
26, 2010.
---------------------------------------------------------------------------
\5\ A Member is any registered broker or dealer that has been
admitted to membership in the Exchange.
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.com, on the Commission's Web site at
https://www.sec.gov, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
[[Page 11952]]
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
(A) Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to modify its fee schedule applicable to use
of the Exchange effective February 26, 2010, in order to (i) establish
fees for executions that occur on the BATS Exchange options market
(``BATS Options''); \6\ (ii) establish fees for executions routed via
BATS Options to other options exchanges; and (iii) make other technical
changes to the fee schedule.
---------------------------------------------------------------------------
\6\ On January 26, 2010, the Commission approved SR-BATS-2009-
031, which proposed rules for the trading of equity options on the
Exchange. See Securities Exchange Act Release No. 61419 (January 26,
2010), 75 FR 5157 (February 1, 2010) (SR-BATS-2009-031).
---------------------------------------------------------------------------
(i) Fees for Executions on BATS Options
The Exchange proposes to implement fees based on the pricing model
currently in place for the trading of equities via the Exchange.
Specifically, the Exchange will assess fees for the execution of
options contracts based upon which Member provides liquidity to the
BATS Options order book and which Member takes liquidity from BATS
Options order book. This model seeks to attract liquidity to BATS
Options by providing credits to Members that provide liquidity, and to
assess a fee to the Member whose order executes against an order that
has provided liquidity. An order that provides liquidity is any order
that is entered into BATS Options and is placed on the BATS Options
order book for potential execution. An order that takes liquidity is
one that is entered into BATS Options and that executes against an
order resting on the BATS Options order book.
The Exchange is proposing to charge $0.30 per contract for
executions that remove liquidity from BATS Options and to rebate $0.20
per contract for executions that add liquidity to BATS Options.
(ii) Routing Fees for Orders Routed Away From BATS Options
The Exchange proposes to charge the routing charges per contract as
described below. All charges by the Exchange for routing away from BATS
Options are applicable only in the event that an order is executed. In
other words, there is no charge for orders that are routed away from
the Exchange but are not filled.
BATS Options will pass through the charges assessed by other
markets for the execution of options orders, plus an additional charge.
Specifically, in connection with routing of orders other than directed
ISOs away from BATS Options, the Exchange proposes to charge $0.05 per
contract plus all destination exchange fees incurred for the execution.
In connection with routing of directed ISOs away from BATS Options, the
Exchange proposes to charge $0.10 per contract plus all destination
exchange fees incurred for the execution. For instance, if the Exchange
routes an order (other than a directed ISO) to another options exchange
and is charged $0.30 for the execution, then the total charge billed to
the Member will be $0.35. Similarly, if the Exchange routes a directed
ISO to another options exchange and is charged $0.30 for the execution,
then the total charge billed to the Member will be $0.40. With respect
to orders that are executed at other options exchanges without a charge
to the Exchange, such orders will only be assessed the applicable
additional charge (i.e., $0.05 per contract for all orders other than
directed ISOs and $0.10 per contract for all directed ISOs).
(iii) Technical Changes to Fee Schedule
The Exchange proposes to create headings to make clear which fees
apply to the Exchange's pre-existing equity securities trading
platform, the BATS Options trading platform, which will commence
operations on February 26, 2010, or both. At this time, the Exchange is
not proposing to charge for logical ports for Members who connect to
BATS Options. Accordingly, the Exchange has intentionally left the
portions of the fee schedule that set forth fees for logical ports
classified under the new ``Equities Pricing'' heading. However, the
Exchange's proposal to implement physical port fees, which was recently
approved,\7\ was intended to operate such that physical port fees
charged by the Exchange apply to any Member or non-Member that
maintains more than four (4) physical ports at either of the Exchange's
data centers, regardless of their activities on the Exchange (e.g.,
equities trading, options trading, receipt of Exchange market data or
some combination of the foregoing). Accordingly the Exchange has also
created a heading to make clear that such physical connection charges
are applicable to all Exchange constituents.
---------------------------------------------------------------------------
\7\ See Securities Exchange Act Release No. 61545 (February 19,
2010) (SR-BATS-2009-032).
---------------------------------------------------------------------------
In addition, the Exchange proposes an amendment to the description
of pricing for executions on the Exchange in equity securities priced
below $1.00 to make clear that the 0.10% fee applies to executions on
the Exchange that remove liquidity from the Exchange by adding the
words ``to remove liquidity'' to the existing text.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6 of the Act.\8\
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act,\9\ in that it provides for
the equitable allocation of reasonable dues, fees and other charges
among members and other persons using any facility or system which the
Exchange operates or controls. The Exchange notes that it operates in a
highly competitive market in which market participants can readily
direct order flow to competing venues if they deem fee levels at a
particular venue to be excessive. Upon launch, BATS Options will be the
eighth options market in the national market system. Joining BATS
Options and electing to trade options via BATS Options is entirely
voluntary. Under these circumstances, the fees for trading on and
through BATS Options must be competitive in order for BATS Options to
attract order flow, execute orders, and grow as a market. The Exchange
believes that the fees and credits proposed for BATS Options are
competitive with those charged by other venues. In addition, the
Exchange believes that the proposed rates are equitable in that they
apply uniformly to all Members.
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\8\ 15 U.S.C. 78f.
\9\ 15 U.S.C. 78f(b)(4).
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[[Page 11953]]
(B) Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change imposes
any burden on competition.
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.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change has been designated as a fee
change pursuant to Section 19(b)(3)(A)(ii) of the Act \10\ and Rule
19b-4(f)(2) thereunder,\11\ because it establishes or changes a due,
fee or other charge imposed on members by the Exchange. Accordingly,
the proposal is effective upon filing with the Commission.
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\10\ 15 U.S.C. 78s(b)(3)(A)(ii).
\11\ 17 CFR 240.19b-4(f)(2).
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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 proposal is
consistent with the Act. Comments may be submitted by any of the
following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File No. SR-BATS-2010-005 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File No. SR-BATS-2010-005. 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 Web site viewing and
printing 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 will also be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File No. SR-BATS-2010-005 and should be
submitted on or before April 2, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-5296 Filed 3-11-10; 8:45 am]
BILLING CODE 8011-01-P