Self-Regulatory Organizations; Chicago Stock Exchange, Inc.; Notice of Filing of Proposed Rule Change To Amend Certain Incorrect or Inaccurate Cross-References, 21061-21063 [2010-9270]
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Federal Register / Vol. 75, No. 77 / Thursday, April 22, 2010 / Notices
amendment is effective. The purpose of
the amendment is to add EDGA and
EDGX as SRO participants to the Plan.
By declaring effective the amended Plan
today, EDGA and EDGX can be included
in the Plan prior to beginning operations
as a national securities exchange and
the amended Plan can become effective
and be implemented without undue
delay. In addition, the Commission
notes that the prior version of this Plan
was published for comment, and the
Commission did not receive any
comments thereon.17 Finally, the
Commission does not believe that the
amendment to the Plan raises any new
regulatory issues that the Commission
has not previously considered.
VI. Conclusion
This order gives effect to the amended
Plan submitted to the Commission that
is contained in File No. 4–566.
It is therefore ordered, pursuant to
Section 17(d) of the Act,18 that the Plan,
as amended, is hereby approved and
declared effective.
It is further ordered that the
Participating Organizations are relieved
of those regulatory responsibilities
allocated to NYSE and FINRA under the
amended Plan to the extent of such
allocation.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–9277 Filed 4–21–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61903; File No. SR–CHX–
2010–07]
Self-Regulatory Organizations;
Chicago Stock Exchange, Inc.; Notice
of Filing of Proposed Rule Change To
Amend Certain Incorrect or Inaccurate
Cross-References
srobinson on DSKHWCL6B1PROD with NOTICES
April 14, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1, and Rule 19b–4 2 thereunder,
notice is hereby given that on April 7,
2010, the Chicago Stock Exchange, Inc.
(‘‘CHX’’ or the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
supra note 11.
U.S.C. 78q(d).
19 17 CFR 200.30–3(a)(34).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
below, which Items have been prepared
by the CHX. CHX has filed this proposal
pursuant to Exchange Act Rule 19b–
4(f)(6) 3 which is 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
CHX proposes to amend to correct a
number of incorrect or obsolete crossreferences. The text of this proposed
rule change is available on the
Exchange’s Web site at https://
www.chx.com, on the Commission’s
Web site at https://www.sec.gov, 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
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
Changes
1. Purpose
The Exchange proposes to amend its
rules to alter or delete references to
incorrect rule citations or concepts
which are no longer applicable to the
manner in which the Exchange now
transacts business. For the most part,
these changes arise out of the
transformation of the Exchange in 2006
and 2007 from a traditional floor-based
auction marketplace to an electronic
exchange.4 In connection with this
change, the Exchange made substantial
revisions to its rules in which all of its
rules were renumbered and many of
them were altered or eliminated. This
filing would correct cross-references to
rule citations which were altered or
eliminated during that process. As
noted above, the Exchange also
fundamentally altered its trading
facilities from a floor-based exchange to
17 See
18 15
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3 17
CFR 240.19b–4(f)(6).
SR–CHX–2006–05 (Sept. 26, 2006)
(approving rule changes in connection with
adoption of Exchange’s New Trading Model).
4 See
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21061
a fully automated limit-order matching
system. This filing would alter or
eliminate references within CHX rules
to obsolete roles or functions, such as
the ‘‘floor,’’ ‘‘floor brokers,’’ and
‘‘specialists.’’ This filing would also
correct certain other errors or omissions
of a grammatical nature.
In Article 1, Rule 1 (Definitions), the
Exchange proposes to delete obsolete
references to the CHX Floor, floor
brokers, co-specialists and market
makers and replace them with
references to Exchange-registered
Market Maker Traders (‘‘MMTs’’) and
Institutional Broker Representatives
(‘‘IBRs’’). As defined in Articles 16 and
17, respectively, MMTs and IBRs are
designations for individuals with
specific rights and obligations when
acting through the Exchange’s facilities.
IBRs replaced the now-defunct floor
broker role and MMTs replaced the old
market maker role, which had been
defined under the now-repealed Article
XXXIV.
In Article 2, Rule 5 (Committee on
Exchange Procedure), the CHX proposes
to replace an obsolete cross-reference to
former Article VIII, Rule 23 with its
replacement, Article 14, Rule 1. This
cross-reference is to Exchange’s
provisions for the arbitration of
controversies arising out of Exchange
business which were renumbered, but
not changed in substance. We also
propose to delete a cross-reference to
determinations by a subcommittee of
the Committee on Exchange Procedure
in certain disciplinary actions under
former Article XII, Rule 3, since that
grant of authority to the Committee on
Exchange Procedure no longer exists
under our rules.5 In Article 3, Rule 1
(Qualifications), we are adding a
missing subparagraph number under
section (c) and removing the reference
to Article XVI, which was repealed as
unnecessary in 2006 as part of the New
Trading Model rule changes. Former
Article XVI required Participants which
engaged in the sale of insurance
products as an ancillary activity to file
certain reports with the Exchange and
5 Former Article XII, Rule 3 authorized the
Committee on Exchange Procedure (or
appropriately designated subcommittee thereof) to
issue summary fines of up to $2,500 against
Participants for violations of Exchange’s former
decorum rules, such as fighting or profanity on
Exchange premises, smoking on the Trading Floor
and dress code violations. The power of the
Committee on Exchange Procedure to issue fines
was eliminated in 2006 as part of our transition to
the new trading model and elimination of the
Trading Floor (See SR–CHX–2006–05). Certain
decorum-type rules have been retained in Article 8,
Rule 16; however, charges based on violations of
those provisions are authorized by the Exchange’s
Chief Regulatory Officer as part of the standard
disciplinary process.
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srobinson on DSKHWCL6B1PROD with NOTICES
21062
Federal Register / Vol. 75, No. 77 / Thursday, April 22, 2010 / Notices
maintain certain records relating to that
activity. We note that other selfregulatory organizations do not have
specific rules relating to the sale of
insurance products by their members.6
In Rule 8 (Limitation on Interests in
Other Organizations) of Article 3, we are
replacing cross-reference to former
Article II (Participants) with that of
current Article 3 (Participants and
Participant Firms), its successor. In
Article 3, Rule 11 (Transfer of Equity
Securities of a Participant Firm), we are
removing Interpretation and Policy .04,
which refers to the now-deleted
provisions of former Article VIII, Rule
20.
In Article 6, Rule 2 (Registration and
Approval of Participant Personnel), we
are replacing the reference to the
definition of Principal Stockholders in
former Article III, Rule 4, with the
current reference in Article 1, Rule 1(s).
We are adding a missing reference in
Interpretation and Policy .01 of Article
6, Rule 3 (Training and Examination of
Registrants) to subsection (d) and
updating a cross-reference to the former
Article XI (Financial Responsibility and
Reporting Requirements) to the current
rule provisions dealing with that topic,
which is Article 7. In Article 6, Rule 11
(Continuing Education for Registered
Persons), we are deleting the rule text
which was effective prior to September
30, 2005 as no longer being relevant and
leaving only the language which is
currently in force. In Interpretation and
Policy .01 to this rule, we are removing
the reference to persons transacting
business on the Floor of the Exchange,
given that we no longer maintain a
physical floor as part of our trading
facilities.
In Article 7, Rule 3A (Joint Back
Office Participants) we are substituting
a cross-references [sic] to Article 7 in
place of former Article XI and to current
Article 10 (Margins) in place of former
Article X (Margins). We propose to
update cross references to old Article XI
to current Article 7 in Article 7, Rule 4
(Financial and Operational Reports), in
a table in Article 7, Rule 6 (Fidelity
Bonds) and in Article 10, Rule 3(c)(6)
(Initial Margin Rule).
In Article 12 (Disciplinary Matters
and Trial Proceedings), we propose to
update the cross references to former
Article XII (Discipline and Trial
Proceedings) to current Article 12,
which deals with the same subject
6 See, e.g., Rules of NYSE Archipelago, Inc.,
National Stock Exchange, Inc., BATS Exchange, Inc.
We continue to believe that a prospective
Participant should not be disqualified merely by the
fact that it engages in insurance-related activities
(such as the sale of variable annuities) to a limited
extent and all other requirements are satisfied.
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18:25 Apr 21, 2010
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matter, in Rules 2 (Summary Procedure)
and 8 (Minor Rule Violations). In Article
12, Rule 2(a), an incorrect crossreference to Article 12, Rule 5
concerning a respondent’s Answer to
disciplinary charges will be replaced by
the correct cross-reference to Article 12,
Rule 4(b). We are also adding a missing
reference to Rule 9, which will be
reserved for future use.
In Article 17, Rule 3 (Responsibilities
of Institutional Brokers), Interpretations
and Policies .03, we are removing an
obsolete reference to former Rule 11 of
Article 20. Rule 11, which addressed
cancellation or modification of
transactions due to systems
malfunctions or disruptions, was
deleted in October 2009 as part of an
industry-wide initiative to standardize
the rules relating to clearly erroneous
transactions.7
In Article 20, Rule 8 (Operation of the
Matching System), we are correcting
certain erroneous cross references to
existing order types defined in Rule 4
(Eligible Orders). Rule 8.e.1. describes
the manner in which Cross and Cross
with Size orders shall be executed and
contains an erroneous cross-reference to
the description of each of those order
types in Rule 4(b)(3) and (b)(5),
respectively. The proposal corrects
those cross-references to Rule 4(b)(4)
and (b)(6). We also propose to delete
Interpretation and Policy .03 to Rule 8,
which contained a reference to former
Rule 10a–1(e)(5) under the Act.8 Current
Interpretation and Policy .04 will be
renumbered as .03.
In Article 22, Rule 1 (General
Provisions Regarding Listing), we
propose to change outdated references
to Article XXVIII (the former Article
dealing with Listings) to the current
Article 22, which is simply the
renumbered version of the former
Article. We also propose to correct
numbering errors in subsection (g) to
Rule 1 and update the cross reference in
that subsection from old Article XXII,
Rule 37 to current Article 21, Rule 2.9
In Article 22, Rule 19 (Corporate
Governance), we again propose to
7 SR–CHX–2009–11 (October 2, 2009). Much of
the content of former Rule 11 is now addressed in
current Rule 10 under Article 20.
8 Former Exchange Act Rule 10a–1(e)(5),
sometimes known as the ‘‘equalizing exemption,’’
provided an exception to the former ‘‘uptick
restrictions’’ of Exchange Act Rule 10a–1 for
registered specialists or market makers which
executed transactions at prices at or above the last
reported sale. This exemption no longer exists
under current Regulation SHO, which governs short
selling in securities.
9 Those provisions address the requirement that
Participants utilize the facilities of a national
securities depository for the book entry settlement
of all transactions in depository eligible securities
settled in the United States.
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change an outdated cross reference to
Article XXVIII to the current Article 22.
The cross reference in Interpretation
and Policy .06 of Rule 19 would be
updated from old Article XXXIII, Rule 3,
dealing with certain proxy
requirements, to current Article 8, Rule
14(c), which addresses the same subject
matter. In Article 22, Rule 23 (Public
Disclosure Requirements for Tier I and
Tier II Issues), Interpretation and Policy
.01, we propose to delete the section
headed ‘‘Relationship Between
Company Officials and Exchange
Specialists,’’ since the Exchange no
longer has specialists. These provisions
note certain limitations on the sharing
of non-public information between
company officials and the specialist
making a market in the company’s
securities. Since specialists no longer
exist under our current market
structure, this section appears to be
superfluous. In Article 22, Rule 24
(Investment Company Units) and Rule
25 (Portfolio Depository Receipts), we
propose to update references to the
Nasdaq Small Cap Market to its current
name, Nasdaq Capital Market. Finally,
in Article 22, Rule 25 (Portfolio
Depository Receipts), we are adding
subsection (d) and reserving it for
further use.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act in general,10 and
furthers the objectives of Section 6(b)(5)
in particular,11 in that it is designed to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transaction in securities, to
remove impediments and perfect the
mechanisms of a free and open market,
and, in general, to protect investors and
the public interest. The elimination of
obsolete cross references and correction
of other errors in our rules will serve to
eliminate a potential source of
confusion for Exchange Participants.
B. Self-Regulatory Organization’s
Statement of Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
10 15
11 15
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U.S.C. 78f(b).
U.S.C. 78f(b)(5).
22APN1
Federal Register / Vol. 75, No. 77 / Thursday, April 22, 2010 / Notices
C. Self-Regulatory Organization’s
Statement on Comments Regarding the
Proposed Rule Changes Received From
Members, Participants or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Changes and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 12 and Rule 19b–4(f)(6) 13
thereunder in that it effects a change
that: (i) Does not significantly affect the
protection of investors or the public
interest; (ii) does not impose any
significant burden on competition; and
(iii) by its terms, does not become
operative for 30 days after the date of
the filing, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest.
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–CHX–2010–07 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–CHX–2010–07. 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
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–CHX–2010–
07 and should be submitted on or before
May 13, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–9270 Filed 4–21–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61907; File No. SR–FINRA–
2010–016]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Section 4(c) of
Schedule A to the FINRA By-Laws To
Add a Reference to the Fees Assessed
for the Series 51, 52 and 53
Examinations
April 14, 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 April 9,
2010, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
12 15
U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(6).
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1 15
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21063
rule change as described in Items I, II,
and III below, which Items have been
prepared by FINRA. FINRA has
designated the proposed rule change as
‘‘establishing or changing a due, fee or
other charge’’ under Section
19(b)(3)(A)(ii) of the Act 3 and Rule 19b–
4(f)(2) thereunder,4 which renders the
proposal effective upon receipt of this
filing by 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
FINRA is proposing to amend Section
4(c) of Schedule A to the FINRA ByLaws to add a reference to the fees
assessed for the Series 51, Series 52 and
Series 53 examinations.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA 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,
FINRA 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. FINRA 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 Series 51 (Municipal Fund
Securities Limited Principal), Series 52
(Municipal Securities Representative),
and Series 53 (Municipal Securities
Principal) examinations are
administered by FINRA on behalf of the
Municipal Securities Rulemaking Board
(‘‘MSRB’’).5
The Series 51, Series 52 and Series 53
examinations are intended to safeguard
the investing public by helping to
ensure that certain persons associated
3 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
5 The MSRB develops, maintains and owns the
Series 51, Series 52 and Series 53 examinations. See
Exchange Act Section 15B(c)(7)(A) regarding
administration of examinations for associated
persons of municipal securities brokers and
municipal securities [sic].
4 17
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Agencies
[Federal Register Volume 75, Number 77 (Thursday, April 22, 2010)]
[Notices]
[Pages 21061-21063]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-9270]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61903; File No. SR-CHX-2010-07]
Self-Regulatory Organizations; Chicago Stock Exchange, Inc.;
Notice of Filing of Proposed Rule Change To Amend Certain Incorrect or
Inaccurate Cross-References
April 14, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\, and Rule 19b-4 \2\ thereunder, notice is hereby given
that on April 7, 2010, the Chicago Stock Exchange, Inc. (``CHX'' 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 CHX. CHX has filed
this proposal pursuant to Exchange Act Rule 19b-4(f)(6) \3\ which is
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\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
CHX proposes to amend to correct a number of incorrect or obsolete
cross-references. The text of this proposed rule change is available on
the Exchange's Web site at https://www.chx.com, on the Commission's Web
site at https://www.sec.gov, 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 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 Changes
1. Purpose
The Exchange proposes to amend its rules to alter or delete
references to incorrect rule citations or concepts which are no longer
applicable to the manner in which the Exchange now transacts business.
For the most part, these changes arise out of the transformation of the
Exchange in 2006 and 2007 from a traditional floor-based auction
marketplace to an electronic exchange.\4\ In connection with this
change, the Exchange made substantial revisions to its rules in which
all of its rules were renumbered and many of them were altered or
eliminated. This filing would correct cross-references to rule
citations which were altered or eliminated during that process. As
noted above, the Exchange also fundamentally altered its trading
facilities from a floor-based exchange to a fully automated limit-order
matching system. This filing would alter or eliminate references within
CHX rules to obsolete roles or functions, such as the ``floor,''
``floor brokers,'' and ``specialists.'' This filing would also correct
certain other errors or omissions of a grammatical nature.
---------------------------------------------------------------------------
\4\ See SR-CHX-2006-05 (Sept. 26, 2006) (approving rule changes
in connection with adoption of Exchange's New Trading Model).
---------------------------------------------------------------------------
In Article 1, Rule 1 (Definitions), the Exchange proposes to delete
obsolete references to the CHX Floor, floor brokers, co-specialists and
market makers and replace them with references to Exchange-registered
Market Maker Traders (``MMTs'') and Institutional Broker
Representatives (``IBRs''). As defined in Articles 16 and 17,
respectively, MMTs and IBRs are designations for individuals with
specific rights and obligations when acting through the Exchange's
facilities. IBRs replaced the now-defunct floor broker role and MMTs
replaced the old market maker role, which had been defined under the
now-repealed Article XXXIV.
In Article 2, Rule 5 (Committee on Exchange Procedure), the CHX
proposes to replace an obsolete cross-reference to former Article VIII,
Rule 23 with its replacement, Article 14, Rule 1. This cross-reference
is to Exchange's provisions for the arbitration of controversies
arising out of Exchange business which were renumbered, but not changed
in substance. We also propose to delete a cross-reference to
determinations by a subcommittee of the Committee on Exchange Procedure
in certain disciplinary actions under former Article XII, Rule 3, since
that grant of authority to the Committee on Exchange Procedure no
longer exists under our rules.\5\ In Article 3, Rule 1
(Qualifications), we are adding a missing subparagraph number under
section (c) and removing the reference to Article XVI, which was
repealed as unnecessary in 2006 as part of the New Trading Model rule
changes. Former Article XVI required Participants which engaged in the
sale of insurance products as an ancillary activity to file certain
reports with the Exchange and
[[Page 21062]]
maintain certain records relating to that activity. We note that other
self-regulatory organizations do not have specific rules relating to
the sale of insurance products by their members.\6\ In Rule 8
(Limitation on Interests in Other Organizations) of Article 3, we are
replacing cross-reference to former Article II (Participants) with that
of current Article 3 (Participants and Participant Firms), its
successor. In Article 3, Rule 11 (Transfer of Equity Securities of a
Participant Firm), we are removing Interpretation and Policy .04, which
refers to the now-deleted provisions of former Article VIII, Rule 20.
---------------------------------------------------------------------------
\5\ Former Article XII, Rule 3 authorized the Committee on
Exchange Procedure (or appropriately designated subcommittee
thereof) to issue summary fines of up to $2,500 against Participants
for violations of Exchange's former decorum rules, such as fighting
or profanity on Exchange premises, smoking on the Trading Floor and
dress code violations. The power of the Committee on Exchange
Procedure to issue fines was eliminated in 2006 as part of our
transition to the new trading model and elimination of the Trading
Floor (See SR-CHX-2006-05). Certain decorum-type rules have been
retained in Article 8, Rule 16; however, charges based on violations
of those provisions are authorized by the Exchange's Chief
Regulatory Officer as part of the standard disciplinary process.
\6\ See, e.g., Rules of NYSE Archipelago, Inc., National Stock
Exchange, Inc., BATS Exchange, Inc. We continue to believe that a
prospective Participant should not be disqualified merely by the
fact that it engages in insurance-related activities (such as the
sale of variable annuities) to a limited extent and all other
requirements are satisfied.
---------------------------------------------------------------------------
In Article 6, Rule 2 (Registration and Approval of Participant
Personnel), we are replacing the reference to the definition of
Principal Stockholders in former Article III, Rule 4, with the current
reference in Article 1, Rule 1(s). We are adding a missing reference in
Interpretation and Policy .01 of Article 6, Rule 3 (Training and
Examination of Registrants) to subsection (d) and updating a cross-
reference to the former Article XI (Financial Responsibility and
Reporting Requirements) to the current rule provisions dealing with
that topic, which is Article 7. In Article 6, Rule 11 (Continuing
Education for Registered Persons), we are deleting the rule text which
was effective prior to September 30, 2005 as no longer being relevant
and leaving only the language which is currently in force. In
Interpretation and Policy .01 to this rule, we are removing the
reference to persons transacting business on the Floor of the Exchange,
given that we no longer maintain a physical floor as part of our
trading facilities.
In Article 7, Rule 3A (Joint Back Office Participants) we are
substituting a cross-references [sic] to Article 7 in place of former
Article XI and to current Article 10 (Margins) in place of former
Article X (Margins). We propose to update cross references to old
Article XI to current Article 7 in Article 7, Rule 4 (Financial and
Operational Reports), in a table in Article 7, Rule 6 (Fidelity Bonds)
and in Article 10, Rule 3(c)(6) (Initial Margin Rule).
In Article 12 (Disciplinary Matters and Trial Proceedings), we
propose to update the cross references to former Article XII
(Discipline and Trial Proceedings) to current Article 12, which deals
with the same subject matter, in Rules 2 (Summary Procedure) and 8
(Minor Rule Violations). In Article 12, Rule 2(a), an incorrect cross-
reference to Article 12, Rule 5 concerning a respondent's Answer to
disciplinary charges will be replaced by the correct cross-reference to
Article 12, Rule 4(b). We are also adding a missing reference to Rule
9, which will be reserved for future use.
In Article 17, Rule 3 (Responsibilities of Institutional Brokers),
Interpretations and Policies .03, we are removing an obsolete reference
to former Rule 11 of Article 20. Rule 11, which addressed cancellation
or modification of transactions due to systems malfunctions or
disruptions, was deleted in October 2009 as part of an industry-wide
initiative to standardize the rules relating to clearly erroneous
transactions.\7\
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\7\ SR-CHX-2009-11 (October 2, 2009). Much of the content of
former Rule 11 is now addressed in current Rule 10 under Article 20.
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In Article 20, Rule 8 (Operation of the Matching System), we are
correcting certain erroneous cross references to existing order types
defined in Rule 4 (Eligible Orders). Rule 8.e.1. describes the manner
in which Cross and Cross with Size orders shall be executed and
contains an erroneous cross-reference to the description of each of
those order types in Rule 4(b)(3) and (b)(5), respectively. The
proposal corrects those cross-references to Rule 4(b)(4) and (b)(6). We
also propose to delete Interpretation and Policy .03 to Rule 8, which
contained a reference to former Rule 10a-1(e)(5) under the Act.\8\
Current Interpretation and Policy .04 will be renumbered as .03.
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\8\ Former Exchange Act Rule 10a-1(e)(5), sometimes known as the
``equalizing exemption,'' provided an exception to the former
``uptick restrictions'' of Exchange Act Rule 10a-1 for registered
specialists or market makers which executed transactions at prices
at or above the last reported sale. This exemption no longer exists
under current Regulation SHO, which governs short selling in
securities.
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In Article 22, Rule 1 (General Provisions Regarding Listing), we
propose to change outdated references to Article XXVIII (the former
Article dealing with Listings) to the current Article 22, which is
simply the renumbered version of the former Article. We also propose to
correct numbering errors in subsection (g) to Rule 1 and update the
cross reference in that subsection from old Article XXII, Rule 37 to
current Article 21, Rule 2.\9\ In Article 22, Rule 19 (Corporate
Governance), we again propose to change an outdated cross reference to
Article XXVIII to the current Article 22. The cross reference in
Interpretation and Policy .06 of Rule 19 would be updated from old
Article XXXIII, Rule 3, dealing with certain proxy requirements, to
current Article 8, Rule 14(c), which addresses the same subject matter.
In Article 22, Rule 23 (Public Disclosure Requirements for Tier I and
Tier II Issues), Interpretation and Policy .01, we propose to delete
the section headed ``Relationship Between Company Officials and
Exchange Specialists,'' since the Exchange no longer has specialists.
These provisions note certain limitations on the sharing of non-public
information between company officials and the specialist making a
market in the company's securities. Since specialists no longer exist
under our current market structure, this section appears to be
superfluous. In Article 22, Rule 24 (Investment Company Units) and Rule
25 (Portfolio Depository Receipts), we propose to update references to
the Nasdaq Small Cap Market to its current name, Nasdaq Capital Market.
Finally, in Article 22, Rule 25 (Portfolio Depository Receipts), we are
adding subsection (d) and reserving it for further use.
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\9\ Those provisions address the requirement that Participants
utilize the facilities of a national securities depository for the
book entry settlement of all transactions in depository eligible
securities settled in the United States.
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act in general,\10\ and furthers the
objectives of Section 6(b)(5) in particular,\11\ in that it is designed
to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transaction in securities, to remove impediments and perfect the
mechanisms of a free and open market, and, in general, to protect
investors and the public interest. The elimination of obsolete cross
references and correction of other errors in our rules will serve to
eliminate a potential source of confusion for Exchange Participants.
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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 of Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
[[Page 21063]]
C. Self-Regulatory Organization's Statement on Comments Regarding the
Proposed Rule Changes Received From Members, Participants or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Changes and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \12\ and Rule 19b-4(f)(6) \13\ thereunder in
that it effects a change that: (i) Does not significantly affect the
protection of investors or the public interest; (ii) does not impose
any significant burden on competition; and (iii) by its terms, does not
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate if consistent with the
protection of investors and the public interest.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(6).
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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-CHX-2010-07 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-CHX-2010-07. 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 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-CHX-2010-07 and should be
submitted on or before May 13, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-9270 Filed 4-21-10; 8:45 am]
BILLING CODE 8011-01-P