Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Chapter V, Section 7 (Customer Orders and Order Flow Providers), 20647-20649 [2010-9031]
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Federal Register / Vol. 75, No. 75 / Tuesday, April 20, 2010 / Notices
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c), (5), (7), 9(B) and (10) and
17 CFR 200.402(a), (5), (7), 9(ii) and
(10), permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Casey, as duty officer,
voted to consider the items listed for the
Closed Meeting in a closed session.
The subject matter of the Closed
Meeting scheduled for Thursday, April
22, 2010 will be:
Institution and settlement of
injunctive actions;
Institution and settlement of
administrative proceedings;
An adjudicatory matter; and
Other matters relating to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact:
The Office of the Secretary at (202)
551–5400.
Dated: April 15, 2010.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2010–9116 Filed 4–16–10; 11:15 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[File No. 500–1]
In The Matter of Apogee Technology,
Inc.; Order of Suspension of Trading
erowe on DSK5CLS3C1PROD with NOTICES
April 16, 2010.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Apogee
Technology, Inc. (‘‘Apogee’’) because it
has been delinquent in its required
periodic reports since March 2009.
Apogee is quoted on the Pink Sheets
OTC Markets, Inc. under the ticker
symbol ATCS.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
company.
Therefore, it is ordered, pursuant to
Section 12(k) of the Securities Exchange
Act of 1934, that trading in the
securities of the above-listed company is
VerDate Nov<24>2008
14:55 Apr 19, 2010
Jkt 220001
suspended for the period from 9:30 a.m.
EDT on April 16, 2010, through 11:59
p.m. EDT on April 29, 2010.
By the Commission.
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2010–9144 Filed 4–16–10; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61891; File No. SR–BX–
2010–026]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Relating to
Chapter V, Section 7 (Customer Orders
and Order Flow Providers)
Date: April 13, 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 BX, Inc. (the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
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 NASDAQ
OMX BX, Inc. (the ‘‘Exchange’’) proposes
to amend Chapter V, Section 17
(Customer Orders and Order Flow
Providers) of the Rules of the Boston
Options Exchange Group, LLC (‘‘BOX’’).
The text of the proposed rule change is
available from the principal office of the
Exchange, at the Commission’s Public
Reference Room and also on the
Exchange’s Internet Web site at https://
nasdaqomxbx.cchwallstreet.com/
NASDAQOMXBX/Filings/.
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
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00093
Fmt 4703
Sfmt 4703
20647
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 Exchange is proposing to amend
Chapter V, Section 17 (Customer Orders
and Order Flow Providers) of the BOX
Rules in order to eliminate some of its
restrictions. Section 17(c) currently
provides that an Order Flow Provider
(‘‘OFP’’) 3 shall not enter into BOX, as
principal or agent, Limit Orders in the
same options series, for the account or
accounts of the same or related
beneficial owners, in such a manner that
the OFP or the beneficial owner(s)
effectively is operating as a market
maker by holding itself out as willing to
buy and sell such options contract on a
regular or continuous basis.
The Exchange is proposing that these
restrictions be eliminated so that they
are no longer applicable to instances
where an OFP is acting as principal on
its own behalf or is acting as agent on
behalf of other broker-dealer or Public
Customer orders.4 Because broker-dealer
and Public Customer orders are not
subject to priority on the BOX Book that
is any better than Market Makers, BOX
does not believe it is necessary to
impose the Rule’s restrictions on the
entry of broker-dealer and Public
Customer orders. The Exchange believes
that the elimination of these restrictions
will permit entities other than Market
Makers to enter orders on both sides of
the market more freely, which may
result in more orders on the BOX Book
and therefore increased liquidity on the
BOX market, all to the benefit of
investors.
3 See Chapter I, Section 1 (Definitions) of the BOX
Rules which defines the term ‘‘Order Flow Provider’’
or ‘‘OFP’’ to mean those Options Participants
representing as agent Customer Orders on BOX and
those non-Market Maker Participants conducting
proprietary trading.
4 The Exchange notes that the Securities and
Exchange Commission (‘‘Commission’’) has
previously found that it is consistent with the
Securities Exchange Act of 1934 (‘‘the Act’’) for an
options exchange not to prohibit a user of its market
from effectively operating as a market maker by
holding itself out as willing to buy and sell options
contracts on a regular or continuous basis without
registering as a market maker. See Securities
Exchange Act Release No. 57478 (March 12, 2008),
73 FR 14521 (March 18, 2008) (SR–NASDAQ–2007–
004 and SR–NASDAQ–2007–080) (Order
Approving, among other things, a Proposed Rule
Change to Establish Rules Governing the Trading of
Options on the NASDAQ Options Market (‘‘NOM’’)).
E:\FR\FM\20APN1.SGM
20APN1
20648
Federal Register / Vol. 75, No. 75 / Tuesday, April 20, 2010 / Notices
The Exchange notes that OFPs must
register as BOX Options Participants as
well as registering with the Commission
under Section 15 of the Act,5 and the
rules and regulations thereunder.6
Further, an entity which acts as a
‘‘dealer,’’ as defined in Section 3(a)(5) of
the Act,7 must also register with the
Commission under Section 15 of the
Act,8 and the rules and regulations
thereunder, or alternatively qualify for
any exception or exemption from such
registrations.9
5 15
U.S.C. 78o.
Exchange notes that this rule change would
only eliminate the restrictions of Chapter V, Section
17 in the manner proposed. BOX Options
Participants would continue to remain subject to
the requirements of Chapter III, Section 4(a) (which
requires BOX Options Participants to establish,
maintain and enforce written policies and
procedures reasonably designed, taking into
consideration the nature of the Participant’s
business, to prevent the misuse of material
nonpublic information by such Participant or
persons associated with such Participant); Chapter
III, Section 4(f) (which may consider it conduct
inconsistent with just and equitable principles of
trade for any Participant or person associated with
a Participant who has knowledge of all material
terms and conditions of (i) an order and a solicited
order, (ii) an order being facilitated or submitted to
the Price Improvement Period, or (iii) orders being
crossed; the execution of which are imminent, to
enter, based on such knowledge, an order to buy or
sell an option for the same underlying security as
any option that is the subject of the order, or an
order to buy or sell the security underlying such
class, or an order to buy or sell any related
instrument until (a) the terms and conditions of the
order and any changes in the terms and conditions
of the order of which the Participant or person
associated with the Participant has knowledge are
disclosed to the trading crowd, or (b) the trade can
no longer reasonably be considered imminent in
view of the passage of time since the order was
received); Supplementary Material .02 to Chapter V,
Section 17 (which provides that if an Options
Participant fails to expose its Customer Order[s] on
BOX, it will be a violation of Section 17 for an
Options Participant to cause the execution of an
order it represents as agent on BOX through the use
of orders it solicited from Options Participants and/
or non-Participant broker-dealers to transact with
such orders, whether such solicited orders are
entered into the BOX market directly by the
Options Participant or by the solicited party (either
directly or through another Participant), unless the
agency order is first exposed to the BOX Book for
at least one (1) second); and Supplementary
Material .03 to Chapter V, Section 17 (which
provides that an OFP may not execute as principal
an order it represents as agent unless, (i) the agency
order is first exposed to the BOX Book for at least
one (1) second, or (ii) the OFP has been bidding or
offering on BOX for a least one (1) second prior to
receiving an agency order that is executable against
such bid or offer; or (iii) the OFP sends the agency
order to the Price Improvement Period or Universal
Price Improvement Period process pursuant to
Sections 18 and 29 of Chapter V of the BOX Rules).
7 15 U.S.C. 78c(a)(5).
8 15 U.S.C. 78o.
9 Activity that may cause a person to be deemed
a dealer includes ‘‘quoting a market in or publishing
quotes for securities (other than quotes on one side
of the market on a quotations system generally
available to non-broker-dealers, such as a retail
screen broker for government securities).’’ See
Definition of Terms in and Specific Exemptions for
Banks, Savings Associations, and Savings Banks
erowe on DSK5CLS3C1PROD with NOTICES
6 The
VerDate Nov<24>2008
14:55 Apr 19, 2010
Jkt 220001
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the
Act,10 in general, and Section 6(b)(5) of
the Act,11 in particular, in that it is
designed to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism for a free and open market
and a national market system and, in
general, to protect investors and the
public interest. The proposed changes
should continue to contribute to the
Exchange’s ability to maintain a fair and
orderly market in a manner that will
limit unfair advantage and encourage
competition. Specifically, because
broker-dealer and Public Customer
orders are not subject to priority on the
BOX Book that is any better than Market
Makers, the Exchange does not believe
it is necessary to impose the Rule’s
restrictions on the entry of broker-dealer
and Public Customer orders. The
Exchange believes that the elimination
of these restrictions will permit entities
other than Market Makers to enter
orders on both sides of the market more
freely, resulting in more orders on the
BOX Book and therefore increased
liquidity on the BOX market, all to the
benefit of investors.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 12 and Rule 19b–
4(f)(6) thereunder.13
Because broker-dealer and Public
Customer orders are not subject to
priority on the BOX Book that is any
better than Market Makers, the
Exchange does not believe it is
necessary to impose the Rule’s
restrictions on the entry of broker-dealer
and Public Customer orders. The
Exchange believes that the elimination
of these restrictions will permit entities
other than Market Makers to enter
orders on both sides of the market more
freely, resulting in more orders on the
BOX Book and therefore increased
liquidity on the BOX market, all to the
benefit of investors.
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–BX–2010–026 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–BX–2010–026. This file
number should be included on the
subject line if e-mail is used. To help the
12 15
Under Sections 3(a)(4) and 3(a)(5) of the Securities
Exchange Act of 1934, Securities Exchange Act
Release No. 47364, 68 FR 8685, 8689, note 26
(February 24, 2003) (quoting OTC Derivatives
Dealers, Securities Exchange Act Release No. 40594,
63 FR 59362, 59370, note 61 (November 3, 1998)).
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
PO 00000
Frm 00094
Fmt 4703
Sfmt 4703
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
13 17
E:\FR\FM\20APN1.SGM
20APN1
Federal Register / Vol. 75, No. 75 / Tuesday, April 20, 2010 / Notices
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,14 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, on official business
days between the hours of 10 a.m. and
3 p.m. Copies of the filing also will 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
Number SR–BX–2010–026 and should
be submitted on or before May 11, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–9031 Filed 4–19–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61892; File No. SR–CBOE–
2010–015)
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Granting Approval
of Proposed Rule Change To Enable
the Listing and Trading of Options on
the ETFS Palladium Trust and the
ETFS Platinum Trust
erowe on DSK5CLS3C1PROD with NOTICES
April 13, 2010.
On February 8, 2010, the Chicago
Board Options Exchange, Incorporated
(‘‘CBOE’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
14 The text of the proposed rule change is
available on the Commission’s Web site at https://
www.sec.gov/rules/sro.shtml.
15 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
VerDate Nov<24>2008
14:55 Apr 19, 2010
Jkt 220001
thereunder,2 a proposed rule change to
list and trade options on the ETFS
Palladium Trust and the ETFS Platinum
Trust (collectively ‘‘ETFS Options’’). The
proposed rule change was published in
the Federal Register on March 12,
2010.3 The Commission received no
comments on the proposal. This order
approves the proposed rule change.
I. Description of Proposal
Recently, the Commission authorized
CBOE to list and trade options on the
SPDR Gold Trust,4 the iShares COMEX
Gold Trust, the iShares Silver Trust,5
the ETFS Silver Trust and the ETFS
Gold Trust.6 Now, the Exchange
proposes to list and trade options on the
ETFS Palladium Trust and the ETFS
Platinum Trust.
Under current Rule 5.3, only Units
(also referred to herein as exchange
traded fund (‘‘ETFs’’)) representing (i)
interests in registered investment
companies (or series thereof) organized
as open-end management investment
companies, unit investment trusts or
similar entities that hold portfolios of
securities and/or financial instruments
including, but not limited to, stock
index futures contracts, options on
futures, options on securities and
indexes, equity caps, collars and floors,
swap agreements, forward contracts,
repurchase agreements and reverse
purchase agreements (the ‘‘Financial
Instruments’’), and money market
instruments, including, but not limited
to, U.S. government securities and
repurchase agreements (the ‘‘Money
Market Instruments’’) comprising or
otherwise based on or representing
investments in indexes or portfolios of
securities and/or Financial Instruments
and Money Market Instruments (or that
hold securities in one or more other
registered investment companies that
themselves hold such portfolios of
securities and/or Financial Instruments
and Money Market Instruments), or (ii)
interests in a trust or similar entity that
holds a specified non-U.S. currency
deposited with the trust or similar entity
when aggregated in some specified
minimum number may be surrendered
to the trust by the beneficial owner to
receive the specified non-U.S. currency
and pays the beneficial owner interest
2 17
CFR 240.19b–4.
Securities Exchange Act Release No. 61663
(March 5, 2010), 75 FR 11955.
4 See Securities Exchange Act Release No. 57897
(May 30, 2008), 73 FR 32061 (June 5, 2008) (order
approving SR–CBOE–2005–11).
5 See Securities Exchange Act Release No. 59055
(December 4, 2008), 73 FR 75148 (December 10,
2008) (order approving SR–CBOE–2008–72).
6 See Securities Exchange Act Release No. 61483
(February 3, 2010), 75 FR 6753 (February 10, 2010)
(order approving SR–CBOE–2010–007).
3 See
PO 00000
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Fmt 4703
Sfmt 4703
20649
and other distributions on deposited
non-U.S. currency, if any, declared and
paid by the trust, or (iii) commodity
pool interests principally engaged,
directly or indirectly, in holding and/or
managing portfolios or baskets of
securities, commodity futures contracts,
options on commodity futures contracts,
swaps, forward contracts and/or options
on physical commodities and/or nonU.S. currency (‘‘Commodity Pool
Units’’), or (iv) represent interests in the
streetTRACKS Gold Trust or the iShares
COMEX Gold Trust or the iShares Silver
Trust or the ETFS Silver Trust or the
ETFS Gold Trust, or (v) represents an
interest in a registered investment
company (‘‘Investment Company’’)
organized as an open-end management
investment company or similar entity,
that invests in a portfolio of securities
selected by the Investment Company’s
investment adviser consistent with the
Investment Company’s investment
objectives and policies, which is issued
in a specified aggregate minimum
number in return for a deposit of a
specified portfolio of securities and/or a
cash amount with a value equal to the
next determined net asset value
(‘‘NAV’’), and when aggregated in the
same specified minimum number, may
be redeemed at a holder’s request,
which holder will be paid a specified
portfolio of securities and/or cash with
a value equal to the next determined
NAV (‘‘Managed Fund Share’’) are
eligible as underlying securities for
options traded on the Exchange.7 This
rule change proposes to expand the
types of ETFs that may be approved for
options trading on the Exchange to
include the ETFS Palladium Trust and
the ETFS Platinum Trust.
Apart from allowing the ETFS
Palladium Trust and the ETFS Platinum
Trust to be an underlying security for
options traded on the Exchange as
described above, the listing standards
for ETFs will remain unchanged from
those that apply under current Exchange
rules. ETFs on which options may be
listed and traded must still be listed and
traded on a national securities exchange
and must satisfy the other listing
standards set forth in Interpretation and
Policy .06 to Rule 5.3.
Specifically, in addition to satisfying
the aforementioned listing
requirements, Units must meet either:
(1) The criteria and guidelines under
Rule 5.3 and Interpretation and Policy
.01 to Rule 5.3, Criteria for Underlying
Securities; or (2) they must be available
for creation or redemption each
business day from or through the issuer
7 See Interpretation and Policy .06 to CBOE Rule
5.3.
E:\FR\FM\20APN1.SGM
20APN1
Agencies
[Federal Register Volume 75, Number 75 (Tuesday, April 20, 2010)]
[Notices]
[Pages 20647-20649]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-9031]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61891; File No. SR-BX-2010-026]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
Chapter V, Section 7 (Customer Orders and Order Flow Providers)
Date: April 13, 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 BX, Inc. (the ``Exchange'') filed with
the Securities and Exchange Commission (``Commission'') the proposed
rule change as described in Items I and II 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 NASDAQ OMX BX, Inc. (the ``Exchange'')
proposes to amend Chapter V, Section 17 (Customer Orders and Order Flow
Providers) of the Rules of the Boston Options Exchange Group, LLC
(``BOX''). The text of the proposed rule change is available from the
principal office of the Exchange, at the Commission's Public Reference
Room and also on the Exchange's Internet Web site at https://nasdaqomxbx.cchwallstreet.com/NASDAQOMXBX/Filings/.
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 Exchange is proposing to amend Chapter V, Section 17 (Customer
Orders and Order Flow Providers) of the BOX Rules in order to eliminate
some of its restrictions. Section 17(c) currently provides that an
Order Flow Provider (``OFP'') \3\ shall not enter into BOX, as
principal or agent, Limit Orders in the same options series, for the
account or accounts of the same or related beneficial owners, in such a
manner that the OFP or the beneficial owner(s) effectively is operating
as a market maker by holding itself out as willing to buy and sell such
options contract on a regular or continuous basis.
---------------------------------------------------------------------------
\3\ See Chapter I, Section 1 (Definitions) of the BOX Rules
which defines the term ``Order Flow Provider'' or ``OFP'' to mean
those Options Participants representing as agent Customer Orders on
BOX and those non-Market Maker Participants conducting proprietary
trading.
---------------------------------------------------------------------------
The Exchange is proposing that these restrictions be eliminated so
that they are no longer applicable to instances where an OFP is acting
as principal on its own behalf or is acting as agent on behalf of other
broker-dealer or Public Customer orders.\4\ Because broker-dealer and
Public Customer orders are not subject to priority on the BOX Book that
is any better than Market Makers, BOX does not believe it is necessary
to impose the Rule's restrictions on the entry of broker-dealer and
Public Customer orders. The Exchange believes that the elimination of
these restrictions will permit entities other than Market Makers to
enter orders on both sides of the market more freely, which may result
in more orders on the BOX Book and therefore increased liquidity on the
BOX market, all to the benefit of investors.
---------------------------------------------------------------------------
\4\ The Exchange notes that the Securities and Exchange
Commission (``Commission'') has previously found that it is
consistent with the Securities Exchange Act of 1934 (``the Act'')
for an options exchange not to prohibit a user of its market from
effectively operating as a market maker by holding itself out as
willing to buy and sell options contracts on a regular or continuous
basis without registering as a market maker. See Securities Exchange
Act Release No. 57478 (March 12, 2008), 73 FR 14521 (March 18, 2008)
(SR-NASDAQ-2007-004 and SR-NASDAQ-2007-080) (Order Approving, among
other things, a Proposed Rule Change to Establish Rules Governing
the Trading of Options on the NASDAQ Options Market (``NOM'')).
---------------------------------------------------------------------------
[[Page 20648]]
The Exchange notes that OFPs must register as BOX Options
Participants as well as registering with the Commission under Section
15 of the Act,\5\ and the rules and regulations thereunder.\6\ Further,
an entity which acts as a ``dealer,'' as defined in Section 3(a)(5) of
the Act,\7\ must also register with the Commission under Section 15 of
the Act,\8\ and the rules and regulations thereunder, or alternatively
qualify for any exception or exemption from such registrations.\9\
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\5\ 15 U.S.C. 78o.
\6\ The Exchange notes that this rule change would only
eliminate the restrictions of Chapter V, Section 17 in the manner
proposed. BOX Options Participants would continue to remain subject
to the requirements of Chapter III, Section 4(a) (which requires BOX
Options Participants to establish, maintain and enforce written
policies and procedures reasonably designed, taking into
consideration the nature of the Participant's business, to prevent
the misuse of material nonpublic information by such Participant or
persons associated with such Participant); Chapter III, Section 4(f)
(which may consider it conduct inconsistent with just and equitable
principles of trade for any Participant or person associated with a
Participant who has knowledge of all material terms and conditions
of (i) an order and a solicited order, (ii) an order being
facilitated or submitted to the Price Improvement Period, or (iii)
orders being crossed; the execution of which are imminent, to enter,
based on such knowledge, an order to buy or sell an option for the
same underlying security as any option that is the subject of the
order, or an order to buy or sell the security underlying such
class, or an order to buy or sell any related instrument until (a)
the terms and conditions of the order and any changes in the terms
and conditions of the order of which the Participant or person
associated with the Participant has knowledge are disclosed to the
trading crowd, or (b) the trade can no longer reasonably be
considered imminent in view of the passage of time since the order
was received); Supplementary Material .02 to Chapter V, Section 17
(which provides that if an Options Participant fails to expose its
Customer Order[s] on BOX, it will be a violation of Section 17 for
an Options Participant to cause the execution of an order it
represents as agent on BOX through the use of orders it solicited
from Options Participants and/or non-Participant broker-dealers to
transact with such orders, whether such solicited orders are entered
into the BOX market directly by the Options Participant or by the
solicited party (either directly or through another Participant),
unless the agency order is first exposed to the BOX Book for at
least one (1) second); and Supplementary Material .03 to Chapter V,
Section 17 (which provides that an OFP may not execute as principal
an order it represents as agent unless, (i) the agency order is
first exposed to the BOX Book for at least one (1) second, or (ii)
the OFP has been bidding or offering on BOX for a least one (1)
second prior to receiving an agency order that is executable against
such bid or offer; or (iii) the OFP sends the agency order to the
Price Improvement Period or Universal Price Improvement Period
process pursuant to Sections 18 and 29 of Chapter V of the BOX
Rules).
\7\ 15 U.S.C. 78c(a)(5).
\8\ 15 U.S.C. 78o.
\9\ Activity that may cause a person to be deemed a dealer
includes ``quoting a market in or publishing quotes for securities
(other than quotes on one side of the market on a quotations system
generally available to non-broker-dealers, such as a retail screen
broker for government securities).'' See Definition of Terms in and
Specific Exemptions for Banks, Savings Associations, and Savings
Banks Under Sections 3(a)(4) and 3(a)(5) of the Securities Exchange
Act of 1934, Securities Exchange Act Release No. 47364, 68 FR 8685,
8689, note 26 (February 24, 2003) (quoting OTC Derivatives Dealers,
Securities Exchange Act Release No. 40594, 63 FR 59362, 59370, note
61 (November 3, 1998)).
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2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Act,\10\ in general, and Section
6(b)(5) of the Act,\11\ in particular, in that it is designed to foster
cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, to remove impediments to and
perfect the mechanism for a free and open market and a national market
system and, in general, to protect investors and the public interest.
The proposed changes should continue to contribute to the Exchange's
ability to maintain a fair and orderly market in a manner that will
limit unfair advantage and encourage competition. Specifically, because
broker-dealer and Public Customer orders are not subject to priority on
the BOX Book that is any better than Market Makers, the Exchange does
not believe it is necessary to impose the Rule's restrictions on the
entry of broker-dealer and Public Customer orders. The Exchange
believes that the elimination of these restrictions will permit
entities other than Market Makers to enter orders on both sides of the
market more freely, resulting in more orders on the BOX Book and
therefore increased liquidity on the BOX market, all to the benefit of
investors.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
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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
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \12\ and Rule 19b-
4(f)(6) thereunder.\13\
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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Because broker-dealer and Public Customer orders are not subject to
priority on the BOX Book that is any better than Market Makers, the
Exchange does not believe it is necessary to impose the Rule's
restrictions on the entry of broker-dealer and Public Customer orders.
The Exchange believes that the elimination of these restrictions will
permit entities other than Market Makers to enter orders on both sides
of the market more freely, resulting in more orders on the BOX Book and
therefore increased liquidity on the BOX market, all to the benefit of
investors.
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-BX-2010-026 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-BX-2010-026. This file
number should be included on the subject line if e-mail is used. To
help the
[[Page 20649]]
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,\14\ 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, on official business days
between the hours of 10 a.m. and 3 p.m. Copies of the filing also will
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 Number SR-BX-
2010-026 and should be submitted on or before May 11, 2010.
\14\ The text of the proposed rule change is available on the
Commission's Web site at https://www.sec.gov/rules/sro.shtml.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-9031 Filed 4-19-10; 8:45 am]
BILLING CODE 8011-01-P