Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX, Inc. Relating to Fees for Participation in NASDAQ OMX PSX, 20021-20023 [2010-8684]
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Federal Register / Vol. 75, No. 73 / Friday, April 16, 2010 / Notices
whether the Act permits an exchange to
offer the same transaction information
via two different delivery mechanisms
for two different prices.42 NASDAQ
OMX then cites two of its own proposed
rule changes and attempts to analogize
them with the instant proposal, stating
that the instant proposal implicates
issues of what constitutes fair versus
unfair discrimination with respect to the
fees charged for market data. The
Commission believes that the two
proposed rule changes cited by
NASDAQ OMX are factually different
than the BATS’ proposed rule change.
As discussed above, the Commission
believes that BATS offering of New
Market Data Products is not unfairly
discriminatory.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule change (SR–BATS–2010–
002), as modified by Amendments No.
1 and 2, be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.43
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–8689 Filed 4–15–10; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–61863; File No. SR–Phlx–
2010–54]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX, Inc. Relating to Fees for
Participation in NASDAQ OMX PSX
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
April 7, 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 March 31,
2010, NASDAQ OMX PHLX, Inc.
(‘‘PHLX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
42 NASDAQ OMX was referring to the BATS Last
Sale Feed that contains last sale information that is
also offered via PITCH free of charge.
43 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
15:07 Apr 15, 2010
Jkt 220001
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 aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
VerDate Nov<24>2008
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to adopt a
new access fee applicable to Exchange
members approved for participation in
PSX, to waive this fee for a six month
period, and to waive certain Exchange
membership fees for new members
seeking to participate solely in PSX.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqomxphlx.cchwallstreet.
com/NASDAQOMXPHLX/Filings, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
1. Purpose
In October 2008, the Exchange ceased
operation of its cash equities trading
platform, XLE3, and since has solely
operated an options market. The
Exchange plans to launch PSX, a new
cash equities market to be operated by
the Exchange, in the second quarter of
2010, at a time following effectiveness
of necessary filings with the Securities
and Exchange Commission
(‘‘Commission’’).
Membership Fees
Under the Exchange’s current fee
schedule, a broker-dealer applying for
Exchange membership (‘‘Applicant’’) is
assessed a non-refundable application
fee of $350.00, which must be provided
to the Exchange concurrent with the
membership application. An applicant
that is subsequently approved for
Exchange membership is assessed an
initiation fee of $1,500.00 and in return
receives an A–1 trading permit,4 which
3 See Securities Exchange Act Release No. 58613
(September 22, 2008), 73 FR 57181 (October 1,
2008) (SR–Phlx–2008–65).
4 See Rule 908.
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20021
allows the approved Applicant to use
the trading facilities of the Exchange. In
addition to these two one-time fees,
members are assessed a permit fee of
$1,000.00 per month.5
As a consequence of the Exchange’s
pending operation of both a cash
equities and options market, an
Applicant will have the option of
applying to participate in one or both of
the markets. The Exchange is proposing
to waive the application, initiation, and
permit fees for Applicants applying to
participate in PSX. The proposed fee
waivers would apply to new Exchange
members applying to participate solely
in PSX. The proposed fee waiver does
not apply to an Applicant seeking
approval to participate solely in the
options market, or to an Applicant
seeking to participate in both markets.
In these cases, the application,
initiation, and permit fees, as they relate
to options, would apply. An Exchange
member approved to participate in PSX
would not be assessed an application
fee should it subsequently determine to
participate in the Exchange’s options
market, but would be charged the onetime initiation fee and would thereafter
be charged the monthly account fee and
permit fee.6
Because the Exchange proposes to
waive the application, initiation, and
permit fees as an incentive to attract
market participants to the PSX, it seeks
to implement the fee waivers
immediately so that Applicants seeking
to participate in PSX may begin
submitting applications to the Exchange
prior to the market’s commencement of
operations.
5 A member participating in the Exchange’s
options market is also assessed an account fee of
$50 per month for each account number assigned
to the member in addition to the account number
provided with the permit. Account numbers are
assigned by the Exchange to options participants as
a means to identify the member in options market
transactions. Members may request additional
account numbers for various business purposes.
The additional account fee will not be applicable
to PSX participants as MPIDs will be used to
identify member firms’ participation, not account
numbers.
6 PHLX notes that the majority of time and
expense incurred in reviewing an application is
realized in the initial membership application
process. As a consequence, a PSX participant that
submits a subsequent application to participate on
the Exchange’s options market would result in little
additional expense to the Exchange. In addition, the
Exchange believes that many of the new PSX
market participants will be current Exchange
options market participants and therefore will have
paid an application fee to participate on that
market. Coupled with the fact that the current
application fee set at a low level, the Exchange
believes that the fee waiver will result in a nonmaterial loss in application fee revenues.
E:\FR\FM\16APN1.SGM
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20022
Federal Register / Vol. 75, No. 73 / Friday, April 16, 2010 / Notices
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
Access Services Fees
Access to PSX will be provided
through the OUCH, FIX, and RASH
access protocols, with drop copies
provided through the DROP protocol.
Connections to PSX will be available
through extranets, direct connection,
and Internet-based virtual private
networks. Prior to the launch of the
PSX, the Exchange will make the PSX
trading platform available for testing
purposes, but will not charge for testing
or for access ports used for testing. After
the first full six months during which
PSX operates, the Exchange will assess
a fee of $400 per month for each port
pair, with an additional $200 per month
charged for each Internet port that
requires additional bandwidth.7 The
Exchange believes these fees are
reasonable as they are identical to the
fees charged by NASDAQ OMX BX
(‘‘BX’’) for comparable access to its cash
equities market.8 The Exchange expects
that the proposed fees will eventually
cover the costs associated with
establishing the service, responding to
customer requests, configuring
Exchange systems, programming to user
specifications, and administering the
service, among other things, and may
provide the Exchange with a profit.
Similar to the membership fees
discussed above, however, the Exchange
will waive access services fees until the
end of the sixth calendar month of
PSX’s operation as an incentive to
attract market participants to the PSX.
Prior to launch, however, access ports
will be available for testing purposes.
2. Statutory Basis
The Exchange believes that its
proposal to amend its schedule of fees
is consistent with Section 6(b) of the
Act 9 in general, and furthers the
objectives of Section 6(b)(4) of the Act 10
in particular, in that it provides for an
equitable allocation of reasonable fees
and other charges among Exchange
members. The Exchange makes all
services and products subject to its fees
available on a non-discriminatory basis
to similarly situated recipients. The
proposed new access fees are structured
in a manner comparable to
corresponding fees of BX already in
effect, and are set at levels equal to these
comparable fees. Moreover, the
proposed access fees are set at levels
that are uniform for all members. The
proposed waivers of both the access fees
and certain membership fees are
7 See the NASDAQ OMX PHLX Fee Schedule,
proposed Item XII.
8 See BX Rule 7015.
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(4).
VerDate Nov<24>2008
15:07 Apr 15, 2010
Jkt 220001
designed to encourage broader
participation in the proposed new
market, and are appropriate in light of
the lack of certainty with respect to the
start date of the new market as well as
the speed with which liquidity will
develop on it.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
Despite its long history of operating a
cash equities market, the Exchange will
effectively be entering the competitive
markets for equities trading as a start-up
venture, having shuttered its cash
equities market in the fourth quarter of
2008. Accordingly, its fees must be set
at a level that will promote competition
in the markets, or potential users of its
services will simply continue to obtain
services from the Exchange’s multiple
competitors. In waiving certain fees
associated with membership in the new
market, the Exchange believes that
market participants will be attracted to
the market, which will help ensure
market depth and liquidity. In its
discretion, the Exchange may determine
to eliminate the proposed membership
fee waivers, in part or altogether,
through a subsequent rule change.
The Exchange is also proposing a new
fee for access to the new market and to
waive this fee for a limited period to
attract market participants. The fee is
based on the fees assessed by BX for
access to its market. Accordingly, the
Exchange believes that the proposed
new access fee is fairly priced based on
its similarity to the fee assessed for
access to BX. As a consequence, the
Exchange believes that the proposed fee
will not unduly place a burden on
competition. The Exchange notes that, if
it sets fees at inappropriately high
levels, market participants will avoid
using the Exchange.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change
establishes or changes a due, fee, or
other charge applicable only to a
member pursuant to Section
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
19(b)(3)(A)(ii) of the Act 11 and Rule
19b–4(f)(2) 12 thereunder. Accordingly,
the proposal will take effect 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 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–Phlx–2010–54 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–Phlx–2010–54. 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
also will be available for inspection and
11 15
12 17
E:\FR\FM\16APN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
16APN1
Federal Register / Vol. 75, No. 73 / Friday, April 16, 2010 / Notices
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–Phlx–
2010–54 and should be submitted on or
before May 7, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–8684 Filed 4–15–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61878; File No. SR–Phlx–
2010–48]
Self-Regulatory Organizations; Notice
of Filing of a Proposed Rule Change by
NASDAQ OMX PHLX, Inc. Relating to
Market Data Fees
April 8, 2010.
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
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 April 6,
2010, NASDAQ OMX PHLX, Inc.
(‘‘Phlx’’ or the ‘‘Exchange’’) 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. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
fee schedule by establishing fees for a
direct data product, Top of Phlx Options
Plus Orders (‘‘TOPO Plus Orders’’),
which currently provides disseminated
Exchange top-of-market data (including
orders, quotes and trades), together with
all information that is included in the
Exchange’s Specialized Order Feed
(‘‘SOF’’), as described more fully below.
The proposed fees would become
effective on and after June 1, 2010.
The Exchange anticipates that it will
generally phase out SOF as of June 1,
2010, and instead offer TOPO Plus
Orders to participants that wish to
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Nov<24>2008
15:07 Apr 15, 2010
Jkt 220001
continue to receive the data currently
included in SOF. Accordingly, current
SOF users must migrate to TOPO Plus
Orders by June 1, 2010. In the event that
an SOF user is unable to migrate to
TOPO Plus Orders by June 1, 2010 due
to circumstances beyond their control,
the Exchange will apply the same
monthly fee applicable to TOPO Plus
Orders users that are Internal
Distributors (as defined below) to such
SOF users.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
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 aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to raise revenue for the
Exchange by establishing fees for the
TOPO Plus Orders market data product.
Beginning in June, 2009, the Exchange
launched its enhanced electronic
trading platform for options, Phlx XL II,
on which all options on the Exchange
are currently traded.3
TOPO
In conjunction with the launch and
rollout of the Phlx XL II system, the
Exchange developed the Top of Phlx
Options data feed (‘‘TOPO’’) 4 which
provides to subscribers a direct data
feed that includes the Exchange’s best
bid and offer position, with aggregate
size, based on displayable order and
quoting interest on the Phlx XL II
3 See Securities Exchange Act Release No. 59995
(May 28, 2009), 74 FR 26750 (June 3, 2009) (SR–
Phlx–2009–32).
4 See Securities Exchange Act Release No. 60459
(August 7, 2009), 74 FR 41466 (August 17, 2009)
(SR–Phlx–2009–54).
PO 00000
Frm 00088
Fmt 4703
Sfmt 4703
20023
system. The data contained in the TOPO
data feed is identical to the data sent to
the processor for the Options Price
Regulatory Authority (‘‘OPRA’’), and the
TOPO and OPRA data leave the Phlx XL
II system at the same time.
Specialized Order Feed
Specialized Order Feed (‘‘SOF’’) is the
Exchange’s real-time full limit order
book data feed. SOF is currently
available to any Exchange quoting
participant (i.e., specialists, Streaming
Quote Traders (‘‘SQTs’’),5 and Remote
Streaming Quote Traders (‘‘RSQTs’’) 6
(collectively, ‘‘users’’)) and is available
to users on an issue-by-issue basis at the
user’s request. A user does not have to
be assigned in an issue for the Exchange
to provide SQF to such user in that
issue.
The SOF provides real-time
information to keep track of the single
order book(s), single and complex
orders, complex strategy and Live
Auction for all symbols for which the
user is configured. Users may be
configured for one or more symbols.
SOF provides real-time data for the
entire book to its users. It is a
compilation of limit order data resident
in the Exchange’s limit order book for
options traded on the Exchange that the
Exchange provides through a real-time
data feed. The Exchange updates SOF
information upon receipt of each
displayed limit order. For every limit
price, the SOF includes the aggregate
order volume.
TOPO Plus Orders
In October, 2009, the Exchange made
the TOPO Plus Orders data feed
available to all market participants.7
TOPO Plus Orders provides
disseminated Exchange top-of-market
data (including orders, quotes and
trades) together with all information
that is included in SOF. Currently, the
Exchange does not charge fees for the
use of TOPO Plus Orders. When it
established TOPO Plus Orders, the
5 An SQT is an Exchange Registered Options
Trader (‘‘ROT’’) who has received permission from
the Exchange to generate and submit option
quotations electronically through an electronic
interface with AUTOM via an Exchange approved
proprietary electronic quoting device in eligible
options to which such SQT is assigned. See
Exchange Rule 1014(b)(ii)(A).
6 An RSQT is an ROT that is a member or member
organization with no physical trading floor
presence who has received permission from the
Exchange to generate and submit option quotations
electronically through AUTOM in eligible options
to which such RSQT has been assigned. An RSQT
may only submit such quotations electronically
from off the floor of the Exchange. See Exchange
Rule 1014(b)(ii)(B).
7 See Securities Exchange act Release No. 60877
(October 26, 2009), 74 FR 56255 (October 30, 2009)
(SR–Phlx–2009–92).
E:\FR\FM\16APN1.SGM
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Agencies
[Federal Register Volume 75, Number 73 (Friday, April 16, 2010)]
[Notices]
[Pages 20021-20023]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-8684]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61863; File No. SR-Phlx-2010-54]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX, Inc. Relating
to Fees for Participation in NASDAQ OMX PSX
April 7, 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 March 31, 2010, NASDAQ OMX PHLX, Inc. (``PHLX'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I, II,
and III, below, which Items have been prepared by the Exchange. 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.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to adopt a new access fee applicable to
Exchange members approved for participation in PSX, to waive this fee
for a six month period, and to waive certain Exchange membership fees
for new members seeking to participate solely in PSX.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.com/NASDAQOMXPHLX/Filings, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
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 aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
In October 2008, the Exchange ceased operation of its cash equities
trading platform, XLE\3\, and since has solely operated an options
market. The Exchange plans to launch PSX, a new cash equities market to
be operated by the Exchange, in the second quarter of 2010, at a time
following effectiveness of necessary filings with the Securities and
Exchange Commission (``Commission'').
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 58613 (September 22,
2008), 73 FR 57181 (October 1, 2008) (SR-Phlx-2008-65).
---------------------------------------------------------------------------
Membership Fees
Under the Exchange's current fee schedule, a broker-dealer applying
for Exchange membership (``Applicant'') is assessed a non-refundable
application fee of $350.00, which must be provided to the Exchange
concurrent with the membership application. An applicant that is
subsequently approved for Exchange membership is assessed an initiation
fee of $1,500.00 and in return receives an A-1 trading permit,\4\ which
allows the approved Applicant to use the trading facilities of the
Exchange. In addition to these two one-time fees, members are assessed
a permit fee of $1,000.00 per month.\5\
---------------------------------------------------------------------------
\4\ See Rule 908.
\5\ A member participating in the Exchange's options market is
also assessed an account fee of $50 per month for each account
number assigned to the member in addition to the account number
provided with the permit. Account numbers are assigned by the
Exchange to options participants as a means to identify the member
in options market transactions. Members may request additional
account numbers for various business purposes. The additional
account fee will not be applicable to PSX participants as MPIDs will
be used to identify member firms' participation, not account
numbers.
---------------------------------------------------------------------------
As a consequence of the Exchange's pending operation of both a cash
equities and options market, an Applicant will have the option of
applying to participate in one or both of the markets. The Exchange is
proposing to waive the application, initiation, and permit fees for
Applicants applying to participate in PSX. The proposed fee waivers
would apply to new Exchange members applying to participate solely in
PSX. The proposed fee waiver does not apply to an Applicant seeking
approval to participate solely in the options market, or to an
Applicant seeking to participate in both markets. In these cases, the
application, initiation, and permit fees, as they relate to options,
would apply. An Exchange member approved to participate in PSX would
not be assessed an application fee should it subsequently determine to
participate in the Exchange's options market, but would be charged the
one-time initiation fee and would thereafter be charged the monthly
account fee and permit fee.\6\
---------------------------------------------------------------------------
\6\ PHLX notes that the majority of time and expense incurred in
reviewing an application is realized in the initial membership
application process. As a consequence, a PSX participant that
submits a subsequent application to participate on the Exchange's
options market would result in little additional expense to the
Exchange. In addition, the Exchange believes that many of the new
PSX market participants will be current Exchange options market
participants and therefore will have paid an application fee to
participate on that market. Coupled with the fact that the current
application fee set at a low level, the Exchange believes that the
fee waiver will result in a non-material loss in application fee
revenues.
---------------------------------------------------------------------------
Because the Exchange proposes to waive the application, initiation,
and permit fees as an incentive to attract market participants to the
PSX, it seeks to implement the fee waivers immediately so that
Applicants seeking to participate in PSX may begin submitting
applications to the Exchange prior to the market's commencement of
operations.
[[Page 20022]]
Access Services Fees
Access to PSX will be provided through the OUCH, FIX, and RASH
access protocols, with drop copies provided through the DROP protocol.
Connections to PSX will be available through extranets, direct
connection, and Internet-based virtual private networks. Prior to the
launch of the PSX, the Exchange will make the PSX trading platform
available for testing purposes, but will not charge for testing or for
access ports used for testing. After the first full six months during
which PSX operates, the Exchange will assess a fee of $400 per month
for each port pair, with an additional $200 per month charged for each
Internet port that requires additional bandwidth.\7\ The Exchange
believes these fees are reasonable as they are identical to the fees
charged by NASDAQ OMX BX (``BX'') for comparable access to its cash
equities market.\8\ The Exchange expects that the proposed fees will
eventually cover the costs associated with establishing the service,
responding to customer requests, configuring Exchange systems,
programming to user specifications, and administering the service,
among other things, and may provide the Exchange with a profit. Similar
to the membership fees discussed above, however, the Exchange will
waive access services fees until the end of the sixth calendar month of
PSX's operation as an incentive to attract market participants to the
PSX. Prior to launch, however, access ports will be available for
testing purposes.
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\7\ See the NASDAQ OMX PHLX Fee Schedule, proposed Item XII.
\8\ See BX Rule 7015.
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2. Statutory Basis
The Exchange believes that its proposal to amend its schedule of
fees is consistent with Section 6(b) of the Act \9\ in general, and
furthers the objectives of Section 6(b)(4) of the Act \10\ in
particular, in that it provides for an equitable allocation of
reasonable fees and other charges among Exchange members. The Exchange
makes all services and products subject to its fees available on a non-
discriminatory basis to similarly situated recipients. The proposed new
access fees are structured in a manner comparable to corresponding fees
of BX already in effect, and are set at levels equal to these
comparable fees. Moreover, the proposed access fees are set at levels
that are uniform for all members. The proposed waivers of both the
access fees and certain membership fees are designed to encourage
broader participation in the proposed new market, and are appropriate
in light of the lack of certainty with respect to the start date of the
new market as well as the speed with which liquidity will develop on
it.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.
Despite its long history of operating a cash equities market, the
Exchange will effectively be entering the competitive markets for
equities trading as a start-up venture, having shuttered its cash
equities market in the fourth quarter of 2008. Accordingly, its fees
must be set at a level that will promote competition in the markets, or
potential users of its services will simply continue to obtain services
from the Exchange's multiple competitors. In waiving certain fees
associated with membership in the new market, the Exchange believes
that market participants will be attracted to the market, which will
help ensure market depth and liquidity. In its discretion, the Exchange
may determine to eliminate the proposed membership fee waivers, in part
or altogether, through a subsequent rule change.
The Exchange is also proposing a new fee for access to the new
market and to waive this fee for a limited period to attract market
participants. The fee is based on the fees assessed by BX for access to
its market. Accordingly, the Exchange believes that the proposed new
access fee is fairly priced based on its similarity to the fee assessed
for access to BX. As a consequence, the Exchange believes that the
proposed fee will not unduly place a burden on competition. The
Exchange notes that, if it sets fees at inappropriately high levels,
market participants will avoid using the Exchange.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change establishes or changes a due,
fee, or other charge applicable only to a member pursuant to Section
19(b)(3)(A)(ii) of the Act \11\ and Rule 19b-4(f)(2) \12\ thereunder.
Accordingly, the proposal will take effect upon filing with the
Commission.
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\11\ 15 U.S.C. 78s(b)(3)(A)(ii).
\12\ 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 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-Phlx-2010-54 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-Phlx-2010-54. 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 also will be available for
inspection and
[[Page 20023]]
copying at the principal office of the Exchange. All comments received
will be posted without change; the Commission does not edit personal
identifying information from submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-Phlx-2010-54 and should be submitted on
or before May 7, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-8684 Filed 4-15-10; 8:45 am]
BILLING CODE 8011-01-P