Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Order Approving Proposed Rule Change, as Modified by Amendment No. 1 Thereto, To List and Trade CBOE Gold ETF Volatility Index Options, 29597-29599 [2010-12553]
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Federal Register / Vol. 75, No. 101 / Wednesday, May 26, 2010 / Notices
apply uniformly to all similarly situated
members.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ 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.
Because the market for order execution
and routing is extremely competitive,
members may readily direct orders to
NASDAQ’s competitors if they object to
the proposed rule change.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act 8 and
subparagraph (f)(2) of Rule 19b–4
thereunder.9 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–NASDAQ–2010–059 on the
subject line.
wwoods2 on DSK1DXX6B1PROD with NOTICES_PART 1
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–NASDAQ–2010–059. This
8 15
9 17
U.S.C. 78s(b)(3)(a)(ii). [sic]
CFR 240.19b–4(f)(2).
VerDate Mar<15>2010
15:16 May 25, 2010
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 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 offices 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–NASDAQ–2010–059, and
should be submitted on or before June
16, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–12552 Filed 5–25–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62139; File No. SR–CBOE–
2010–018]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Approving
Proposed Rule Change, as Modified by
Amendment No. 1 Thereto, To List and
Trade CBOE Gold ETF Volatility Index
Options
May 19, 2010.
I. Introduction
On March 18, 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
10 17
Jkt 220001
PO 00000
CFR 200.30–3(a)(12).
Frm 00091
Fmt 4703
Sfmt 4703
29597
of 1934 (‘‘Act’’)1 and Rule 19b–4
thereunder,2 a proposed rule change to
list and trade options on the CBOE Gold
ETF Volatility Index (‘‘GVZ’’). On March
22, 2010, CBOE filed Amendment No. 1
to the proposed rule change.3 The
proposed rule change was published for
comment in the Federal Register on
April 14, 2010.4 The Commission
received no comment letters on the
proposal. This order approves the
proposed rule change, as modified by
Amendment No. 1.
II. Description
CBOE proposes to amend certain of its
rules to allow the listing and trading of
cash-settled, European-style options on
GVZ.
Index Design and Calculation
The calculation of GVZ is based on
the VIX methodology applied to options
on the SPDR Gold Trust (‘‘GLD’’). GVZ
is an up-to-the-minute market estimate
of the expected volatility of GLD
calculated by using real-time bid/ask
quotes of CBOE listed GLD options.
GVZ uses nearby and second nearby
options with at least 8 days left to
expiration and then weights them to
yield a constant, 30-day measure of the
expected (implied) volatility.
For each contract month, CBOE will
determine the at-the-money strike price.
The Exchange will then select the atthe-money and out-of-the money series
with non-zero bid prices and determine
the midpoint of the bid-ask quote for
each of these series. The midpoint quote
of each series is then weighted so that
the further away that series is from the
at-the-money strike, the less weight that
is accorded to the quote. To compute
the index level, CBOE will calculate a
volatility measure for the nearby options
and then for the second nearby options,
using the weighted mid-point of the
prevailing bid-ask quotes for all
included option series with the same
expiration date. These volatility
measures are then interpolated to arrive
at a single, constant 30-day measure of
volatility.
CBOE will compute values for GVZ
underlying option series on a real-time
basis throughout each trading day, from
8:30 a.m. until 3 p.m. (CT). GVZ levels
will be calculated by CBOE and
disseminated at 15-second intervals to
major market data vendors.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 In Amendment No. 1, CBOE made technical
corrections to the rule text.
4 See Securities Exchange Act Release No. 61859
(April 7, 2010), 75 FR 19439.
2 17
E:\FR\FM\26MYN1.SGM
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29598
Federal Register / Vol. 75, No. 101 / Wednesday, May 26, 2010 / Notices
Options Trading
Options on GVZ (‘‘GVZ Options’’) will
be quoted in index points and fractions,
and one point will equal $100. The
minimum tick size for series trading
below $3 will be 0.05 ($5.00) and above
$3 will be 0.10 ($10.00).
The Exchange is proposing to permit
1 point or greater strike price intervals
on GVZ Options. Initially, the Exchange
will list in-, at- and out-of-the-money
strike prices and may open for trading
up to five series above and five series
below the price of the calculated
forward value of GVZ, and LEAPS
series. As for additional series, either in
response to customer demand or as the
calculated forward value of GVZ moves
from the initial exercise prices of option
series that have been open for trading,
the Exchange may open for trading up
to five series above and five series below
the calculated forward value of GVZ,
and LEAPS series. The Exchange will
not open for trading series with 1 point
strike price intervals within 0.50 point
of an existing 2.5 point strike price with
the same expiration month. The
Exchange will not list LEAPS on GVZ
Options at strike price intervals less
than 1 point.
wwoods2 on DSK1DXX6B1PROD with NOTICES_PART 1
Exercise and Settlement
The proposed options will typically
expire on the Wednesday that is thirty
days prior to the third Friday of the
calendar month immediately following
the expiration month (the expiration
date of the options used in the
calculation of the index). If the third
Friday of the calendar month
immediately following the expiring
month is a CBOE holiday, the expiration
date will be thirty days prior to the
CBOE business day immediately
preceding that Friday. Trading in the
expiring contract month will normally
cease at 3 p.m. (CT) on the business day
immediately preceding the expiration
date. Exercise will result in delivery of
cash on the business day following
expiration. GVZ Options will be A.M.settled. The exercise settlement value
will be determined by a Special
Opening Quotation (‘‘SOQ’’) of GVZ
calculated from the sequence of opening
prices of a single strip of options
expiring 30 days after the settlement
date. The opening price for any series in
which there is no trade shall be the
average of that options’ bid price and
ask price as determined at the opening
of trading.
The exercise-settlement amount will
be equal to the difference between the
exercise-settlement value and the
exercise price of the option, multiplied
by $100. When the last trading day is
VerDate Mar<15>2010
15:16 May 25, 2010
Jkt 220001
moved because of a CBOE holiday, the
last trading day for expiring options will
be the day immediately preceding the
last regularly-scheduled trading day.
Position and Exercise Limits
For regular options trading, the
Exchange is proposing to establish
position limits for GVZ Options at
50,000 contracts on either side of the
market and no more than 30,000
contracts in the nearest expiration
month. Positions in Short Term Option
Series, Quarterly Options Series, and
Delayed Start Option Series would be
aggregated with positions in options
contracts in the same GVZ class.
Exercise limits would be the equivalent
to the proposed position limits.5 GVZ
Options would be subject to the same
reporting requirements triggered for
other options dealt in on the Exchange.6
For FLEX Options trading, the
Exchange proposes that the position
limits for FLEX GVZ Options will be
equal to the position limits for NonFLEX GVZ Options established
pursuant to Rule 24.4. Similarly, the
Exchange is proposing that the exercise
limits for FLEX GVZ Options will be
equivalent to the position limits
established pursuant to Rule 24.4. The
proposed position and exercise limits
for FLEX GVZ Options are consistent
with the treatment of position and
exercise limits for other FLEX Index
Options. The Exchange is also
proposing to provide that as long as the
options positions remain open,
positions in FLEX GVZ Options that
expire on the same day as Non-FLEX
GVZ Options, as determined pursuant to
Rule 24.9(a)(5), shall be aggregated with
positions in Non-FLEX GVZ Options
and shall be subject to the position
limits set forth in Rules 4.11, 24.4,
24.4A and 24.4B, and the exercise limits
set forth in Rules 4.12 and 24.5.
Exchange Rules Applicable
Except as modified herein, the rules
in Chapters I through XIX, XXIV,
XXIVA, and XXIVB will equally apply
to GVZ Options.
The Exchange is proposing that the
margin requirements for GVZ Options
be set at the same levels that apply to
equity options under Exchange Rule
12.3. Margin of up to 100% of the
current market value of the option, plus
20% of the underlying volatility index
value must be deposited and
maintained. Additional margin may be
required pursuant to Exchange Rule
12.10.
5 See
Rule 24.5, Exercise Limits, which provides
that exercise limits are equivalent to position limits.
6 See Rule 4.13, Reports Related to Position
Limits.
PO 00000
Frm 00092
Fmt 4703
Sfmt 4703
The Exchange proposes to designate
GVZ Options as eligible for trading as
flexible exchange options (‘‘GVZ FLEX
Options’’) as provided for in Chapters
XXIVA (Flexible Exchange Options) and
XXIVB (FLEX Hybrid Trading System).
GVZ FLEX Options will only expire on
business days that non-FLEX options on
Volatility Indexes expire. As is
described earlier, the Exchange is
proposing to amend Rule 24.9(a)(5) to
provide that the exercise settlement
value of GVZ Options for all purposes
under CBOE Rules will be calculated as
the Wednesday that is thirty days prior
to the third Friday of the calendar
month immediately following the
month in which GVZ Options expire.
Capacity
CBOE represents that it believes the
Exchange and the Options Price
Reporting Authority have the necessary
systems capacity to handle the
additional traffic associated with the
listing of new series that would result
from the introduction of GVZ Options.
Surveillance
The Exchange proposes to use the
same surveillance procedures currently
utilized for each of the Exchange’s other
index options to monitor trading in GVZ
Options. The Exchange represents that
these surveillance procedures shall be
adequate to monitor trading in options
on these volatility indexes. For
surveillance purposes, the Exchange
states that it will have complete access
to information regarding trading activity
in the pertinent underlying securities.
III. Discussion
The Commission finds that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to a national securities
exchange.7 Specifically, the
Commission finds that the proposal is
consistent with Section 6(b)(5) of the
Act,8 which requires, among other
things, that the rules of a national
securities exchange be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to remove
impediments to, and perfect the
mechanism of, a free and open market
and a national market system and, in
general, to protect investors and the
public interest. In accordance with the
Memorandum of Understanding entered
into between the Commodity Futures
7 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
8 15 U.S.C. 78f(b)(5).
E:\FR\FM\26MYN1.SGM
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Federal Register / Vol. 75, No. 101 / Wednesday, May 26, 2010 / Notices
wwoods2 on DSK1DXX6B1PROD with NOTICES_PART 1
Trading Commission (‘‘CFTC’’) and the
Commission on March 11, 2008, and in
particular the addendum thereto
concerning Principles Governing the
Review of Novel Derivative Products,
the Commission believes that novel
derivative products that implicate areas
of overlapping regulatory concern
should be permitted to trade in either or
both a CFTC- or Commission-regulated
environment, in a manner consistent
with laws and regulations (including the
appropriate use of all available
exemptive and interpretive authority).
As a national securities exchange, the
CBOE is required under Section 6(b)(1)
of the Act9 to enforce compliance by its
members, and persons associated with
its members, with the provisions of the
Act, Commission rules and regulations
thereunder, and its own rules. In
addition, brokers that trade GVZ
Options will also be subject to best
execution obligations and FINRA
rules.10 Applicable exchange rules also
require that customers receive
appropriate disclosure before trading
GVZ Options.11 Further, brokers
opening accounts and recommending
options transactions must comply with
relevant customer suitability
standards.12
GVZ Options will trade as options
under the trading rules of the CBOE.13
The Commission believes that the
listing rules proposed by CBOE for GVZ
Options are consistent with the Act.
One point or greater strike price
intervals for GVZ Options should
provide investors with greater flexibility
in the trading of GVZ Options and
further the public interest by allowing
investors to establish positions that are
better tailored to meet their investment
objectives.
The Commission notes that CBOE will
compute values for GVZ underlying
option series on a real-time basis
throughout each trading day, and that
GVZ levels will be calculated by CBOE
and disseminated at 15-second intervals
to major market data vendors.
The Commission believes that the
Exchange’s proposed position limits and
exercise limits for GVZ Options are
appropriate and consistent with the Act.
The Commission notes that GLD options
comprising the underlying components
9 15
U.S.C. 78f(b)(1).
NASD Rule 2320.
11 See CBOE Rule 9.15.
12 See FINRA Rule 2360(b) and CBOE Rules 9.7
and 9.9.
13 See, also, discussion of listing and trading rules
for GLD options. (Securities Exchange Act Release
No. 57894 (May 30, 2008), 73 FR 32061 (June 5,
2008) (SR–Amex–2008–15; SR–CBOE–2005–11;
SR–ISE–2008–12; SR–NYSEArca–2008–52; and SR–
Phlx–2008–17) (order approving the listing and
trading of options on GLD).
10 See
VerDate Mar<15>2010
15:16 May 25, 2010
Jkt 220001
of GVZ rank among the most actively
traded options classes. Specifically, the
Exchange has represented that in 2009,
GLD ranked as the thirteenth most
actively traded option class industrywide, averaging 136,000 contracts per
day, and the twelfth most actively
traded options class on CBOE, averaging
over 50,000 contracts per day. In
addition, the Commission notes that the
position and exercise limits for FLEX
GVZ Options will be equal to the
position and exercise limits for nonFLEX GVZ Options. Further, positions
in FLEX GVZ Options that expire on the
same day as non-FLEX GVZ Options
will be aggregated with positions in
Non-FLEX GVZ Options.
The Commission also notes that the
margin requirements for equity options
will also apply to options on GVZ. The
Commission finds this to be reasonable
and consistent with the Act.
The Commission also believes that the
Exchange’s proposal to allow GVZ
Options to be eligible for trading as
FLEX Options is consistent with the
Act. The Commission previously
approved rules relating to the listing
and trading of FLEX Options on CBOE,
which give investors and other market
participants the ability to individually
tailor, within specified limits, certain
terms of those options.14 The current
proposal incorporates GVZ Options that
trade as FLEX Options into these
existing rules and regulatory framework.
The Commission notes that CBOE
represented that it has an adequate
surveillance program to monitor trading
of GVZ Options and intends to apply its
existing surveillance program to support
the trading of these options. Finally, the
proposed rule change, the Commission
has also relied upon the Exchange’s
representation that it has the necessary
systems capacity to support new options
series that will result from this proposal.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,15 that the
proposed rule change (SR–CBOE–2010–
018), as modified by Amendment No. 1,
be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–12553 Filed 5–25–10; 8:45 am]
BILLING CODE 8010–01–P
14 See Securities Exchange Act Release No. 31910
(February 23, 1993), 58 FR 12056 (March 2, 1993).
15 15 U.S.C. 78s(b)(2).
16 17 CFR 200.30–3(a)(12).
PO 00000
Frm 00093
Fmt 4703
Sfmt 4703
29599
SOCIAL SECURITY ADMINISTRATION
Agency Information Collection
Activities: Proposed Request
The Social Security Administration
(SSA) publishes a list of information
collection packages requiring clearance
by the Office of Management and
Budget (OMB) in compliance with
Public Law (Pub. L.) 104–13, the
Paperwork Reduction Act of 1995,
effective October 1, 1995. This notice
includes an extension of an OMBapproved information collection.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and ways to
minimize burden on respondents,
including the use of automated
collection techniques or other forms of
information technology. Mail, e-mail, or
fax your comments and
recommendations on the information
collection(s) to the OMB Desk Officer
and SSA Reports Clearance Director to
the following addresses or fax numbers.
(OMB) Office of Management and
Budget, Attn: Desk Officer for SSA, Fax:
202–395–6974, E-mail address:
OIRA_Submission@omb.eop.gov.
(SSA) Social Security Administration,
DCBFM, Attn: Director, Center for
Reports Clearance, 1333 Annex
Building, 6401 Security Blvd.,
Baltimore, MD 21235, Fax: 410–965–
0454, E-mail address:
OPLM.RCO@ssa.gov.
The information collection below is
pending at SSA. SSA will submit it to
OMB within 60 days from the date of
this notice. To be sure we consider your
comments, we must receive them no
later than July 26, 2010. Individuals can
obtain copies of the collection
instrument by calling the SSA Director
for Reports Clearance at 410–965–0454
or by writing to the above e-mail
address.
Registration for Appointed
Representative Services and Direct
Payment—0960–0732. SSA uses Form
SSA–1699 to register appointed
representatives of claimants before SSA
who:
• Want to register for direct payment
of fees;
• Registered for direct payment of
fees prior to 10/31/09, but need to
update their information;
• Registered as appointed
representatives on or after 10/31/09, but
need to update their information; or
• Received a notice from SSA
instructing them to complete this form.
SSA will use the SSA–1699 to: (1)
Authenticate and authorize appointed
E:\FR\FM\26MYN1.SGM
26MYN1
Agencies
[Federal Register Volume 75, Number 101 (Wednesday, May 26, 2010)]
[Notices]
[Pages 29597-29599]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-12553]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-62139; File No. SR-CBOE-2010-018]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Order Approving Proposed Rule Change, as Modified by
Amendment No. 1 Thereto, To List and Trade CBOE Gold ETF Volatility
Index Options
May 19, 2010.
I. Introduction
On March 18, 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
thereunder,\2\ a proposed rule change to list and trade options on the
CBOE Gold ETF Volatility Index (``GVZ''). On March 22, 2010, CBOE filed
Amendment No. 1 to the proposed rule change.\3\ The proposed rule
change was published for comment in the Federal Register on April 14,
2010.\4\ The Commission received no comment letters on the proposal.
This order approves the proposed rule change, as modified by Amendment
No. 1.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ In Amendment No. 1, CBOE made technical corrections to the
rule text.
\4\ See Securities Exchange Act Release No. 61859 (April 7,
2010), 75 FR 19439.
---------------------------------------------------------------------------
II. Description
CBOE proposes to amend certain of its rules to allow the listing
and trading of cash-settled, European-style options on GVZ.
Index Design and Calculation
The calculation of GVZ is based on the VIX methodology applied to
options on the SPDR Gold Trust (``GLD''). GVZ is an up-to-the-minute
market estimate of the expected volatility of GLD calculated by using
real-time bid/ask quotes of CBOE listed GLD options. GVZ uses nearby
and second nearby options with at least 8 days left to expiration and
then weights them to yield a constant, 30-day measure of the expected
(implied) volatility.
For each contract month, CBOE will determine the at-the-money
strike price. The Exchange will then select the at-the-money and out-
of-the money series with non-zero bid prices and determine the midpoint
of the bid-ask quote for each of these series. The midpoint quote of
each series is then weighted so that the further away that series is
from the at-the-money strike, the less weight that is accorded to the
quote. To compute the index level, CBOE will calculate a volatility
measure for the nearby options and then for the second nearby options,
using the weighted mid-point of the prevailing bid-ask quotes for all
included option series with the same expiration date. These volatility
measures are then interpolated to arrive at a single, constant 30-day
measure of volatility.
CBOE will compute values for GVZ underlying option series on a
real-time basis throughout each trading day, from 8:30 a.m. until 3
p.m. (CT). GVZ levels will be calculated by CBOE and disseminated at
15-second intervals to major market data vendors.
[[Page 29598]]
Options Trading
Options on GVZ (``GVZ Options'') will be quoted in index points and
fractions, and one point will equal $100. The minimum tick size for
series trading below $3 will be 0.05 ($5.00) and above $3 will be 0.10
($10.00).
The Exchange is proposing to permit 1 point or greater strike price
intervals on GVZ Options. Initially, the Exchange will list in-, at-
and out-of-the-money strike prices and may open for trading up to five
series above and five series below the price of the calculated forward
value of GVZ, and LEAPS series. As for additional series, either in
response to customer demand or as the calculated forward value of GVZ
moves from the initial exercise prices of option series that have been
open for trading, the Exchange may open for trading up to five series
above and five series below the calculated forward value of GVZ, and
LEAPS series. The Exchange will not open for trading series with 1
point strike price intervals within 0.50 point of an existing 2.5 point
strike price with the same expiration month. The Exchange will not list
LEAPS on GVZ Options at strike price intervals less than 1 point.
Exercise and Settlement
The proposed options will typically expire on the Wednesday that is
thirty days prior to the third Friday of the calendar month immediately
following the expiration month (the expiration date of the options used
in the calculation of the index). If the third Friday of the calendar
month immediately following the expiring month is a CBOE holiday, the
expiration date will be thirty days prior to the CBOE business day
immediately preceding that Friday. Trading in the expiring contract
month will normally cease at 3 p.m. (CT) on the business day
immediately preceding the expiration date. Exercise will result in
delivery of cash on the business day following expiration. GVZ Options
will be A.M.-settled. The exercise settlement value will be determined
by a Special Opening Quotation (``SOQ'') of GVZ calculated from the
sequence of opening prices of a single strip of options expiring 30
days after the settlement date. The opening price for any series in
which there is no trade shall be the average of that options' bid price
and ask price as determined at the opening of trading.
The exercise-settlement amount will be equal to the difference
between the exercise-settlement value and the exercise price of the
option, multiplied by $100. When the last trading day is moved because
of a CBOE holiday, the last trading day for expiring options will be
the day immediately preceding the last regularly-scheduled trading day.
Position and Exercise Limits
For regular options trading, the Exchange is proposing to establish
position limits for GVZ Options at 50,000 contracts on either side of
the market and no more than 30,000 contracts in the nearest expiration
month. Positions in Short Term Option Series, Quarterly Options Series,
and Delayed Start Option Series would be aggregated with positions in
options contracts in the same GVZ class. Exercise limits would be the
equivalent to the proposed position limits.\5\ GVZ Options would be
subject to the same reporting requirements triggered for other options
dealt in on the Exchange.\6\
---------------------------------------------------------------------------
\5\ See Rule 24.5, Exercise Limits, which provides that exercise
limits are equivalent to position limits.
\6\ See Rule 4.13, Reports Related to Position Limits.
---------------------------------------------------------------------------
For FLEX Options trading, the Exchange proposes that the position
limits for FLEX GVZ Options will be equal to the position limits for
Non-FLEX GVZ Options established pursuant to Rule 24.4. Similarly, the
Exchange is proposing that the exercise limits for FLEX GVZ Options
will be equivalent to the position limits established pursuant to Rule
24.4. The proposed position and exercise limits for FLEX GVZ Options
are consistent with the treatment of position and exercise limits for
other FLEX Index Options. The Exchange is also proposing to provide
that as long as the options positions remain open, positions in FLEX
GVZ Options that expire on the same day as Non-FLEX GVZ Options, as
determined pursuant to Rule 24.9(a)(5), shall be aggregated with
positions in Non-FLEX GVZ Options and shall be subject to the position
limits set forth in Rules 4.11, 24.4, 24.4A and 24.4B, and the exercise
limits set forth in Rules 4.12 and 24.5.
Exchange Rules Applicable
Except as modified herein, the rules in Chapters I through XIX,
XXIV, XXIVA, and XXIVB will equally apply to GVZ Options.
The Exchange is proposing that the margin requirements for GVZ
Options be set at the same levels that apply to equity options under
Exchange Rule 12.3. Margin of up to 100% of the current market value of
the option, plus 20% of the underlying volatility index value must be
deposited and maintained. Additional margin may be required pursuant to
Exchange Rule 12.10.
The Exchange proposes to designate GVZ Options as eligible for
trading as flexible exchange options (``GVZ FLEX Options'') as provided
for in Chapters XXIVA (Flexible Exchange Options) and XXIVB (FLEX
Hybrid Trading System). GVZ FLEX Options will only expire on business
days that non-FLEX options on Volatility Indexes expire. As is
described earlier, the Exchange is proposing to amend Rule 24.9(a)(5)
to provide that the exercise settlement value of GVZ Options for all
purposes under CBOE Rules will be calculated as the Wednesday that is
thirty days prior to the third Friday of the calendar month immediately
following the month in which GVZ Options expire.
Capacity
CBOE represents that it believes the Exchange and the Options Price
Reporting Authority have the necessary systems capacity to handle the
additional traffic associated with the listing of new series that would
result from the introduction of GVZ Options.
Surveillance
The Exchange proposes to use the same surveillance procedures
currently utilized for each of the Exchange's other index options to
monitor trading in GVZ Options. The Exchange represents that these
surveillance procedures shall be adequate to monitor trading in options
on these volatility indexes. For surveillance purposes, the Exchange
states that it will have complete access to information regarding
trading activity in the pertinent underlying securities.
III. Discussion
The Commission finds that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder applicable to a national securities exchange.\7\
Specifically, the Commission finds that the proposal is consistent with
Section 6(b)(5) of the Act,\8\ which requires, among other things, that
the rules of a national securities exchange be designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to remove impediments to, and perfect
the mechanism of, a free and open market and a national market system
and, in general, to protect investors and the public interest. In
accordance with the Memorandum of Understanding entered into between
the Commodity Futures
[[Page 29599]]
Trading Commission (``CFTC'') and the Commission on March 11, 2008, and
in particular the addendum thereto concerning Principles Governing the
Review of Novel Derivative Products, the Commission believes that novel
derivative products that implicate areas of overlapping regulatory
concern should be permitted to trade in either or both a CFTC- or
Commission-regulated environment, in a manner consistent with laws and
regulations (including the appropriate use of all available exemptive
and interpretive authority).
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\7\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\8\ 15 U.S.C. 78f(b)(5).
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As a national securities exchange, the CBOE is required under
Section 6(b)(1) of the Act\9\ to enforce compliance by its members, and
persons associated with its members, with the provisions of the Act,
Commission rules and regulations thereunder, and its own rules. In
addition, brokers that trade GVZ Options will also be subject to best
execution obligations and FINRA rules.\10\ Applicable exchange rules
also require that customers receive appropriate disclosure before
trading GVZ Options.\11\ Further, brokers opening accounts and
recommending options transactions must comply with relevant customer
suitability standards.\12\
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\9\ 15 U.S.C. 78f(b)(1).
\10\ See NASD Rule 2320.
\11\ See CBOE Rule 9.15.
\12\ See FINRA Rule 2360(b) and CBOE Rules 9.7 and 9.9.
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GVZ Options will trade as options under the trading rules of the
CBOE.\13\ The Commission believes that the listing rules proposed by
CBOE for GVZ Options are consistent with the Act. One point or greater
strike price intervals for GVZ Options should provide investors with
greater flexibility in the trading of GVZ Options and further the
public interest by allowing investors to establish positions that are
better tailored to meet their investment objectives.
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\13\ See, also, discussion of listing and trading rules for GLD
options. (Securities Exchange Act Release No. 57894 (May 30, 2008),
73 FR 32061 (June 5, 2008) (SR-Amex-2008-15; SR-CBOE-2005-11; SR-
ISE-2008-12; SR-NYSEArca-2008-52; and SR-Phlx-2008-17) (order
approving the listing and trading of options on GLD).
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The Commission notes that CBOE will compute values for GVZ
underlying option series on a real-time basis throughout each trading
day, and that GVZ levels will be calculated by CBOE and disseminated at
15-second intervals to major market data vendors.
The Commission believes that the Exchange's proposed position
limits and exercise limits for GVZ Options are appropriate and
consistent with the Act. The Commission notes that GLD options
comprising the underlying components of GVZ rank among the most
actively traded options classes. Specifically, the Exchange has
represented that in 2009, GLD ranked as the thirteenth most actively
traded option class industry-wide, averaging 136,000 contracts per day,
and the twelfth most actively traded options class on CBOE, averaging
over 50,000 contracts per day. In addition, the Commission notes that
the position and exercise limits for FLEX GVZ Options will be equal to
the position and exercise limits for non-FLEX GVZ Options. Further,
positions in FLEX GVZ Options that expire on the same day as non-FLEX
GVZ Options will be aggregated with positions in Non-FLEX GVZ Options.
The Commission also notes that the margin requirements for equity
options will also apply to options on GVZ. The Commission finds this to
be reasonable and consistent with the Act.
The Commission also believes that the Exchange's proposal to allow
GVZ Options to be eligible for trading as FLEX Options is consistent
with the Act. The Commission previously approved rules relating to the
listing and trading of FLEX Options on CBOE, which give investors and
other market participants the ability to individually tailor, within
specified limits, certain terms of those options.\14\ The current
proposal incorporates GVZ Options that trade as FLEX Options into these
existing rules and regulatory framework.
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\14\ See Securities Exchange Act Release No. 31910 (February 23,
1993), 58 FR 12056 (March 2, 1993).
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The Commission notes that CBOE represented that it has an adequate
surveillance program to monitor trading of GVZ Options and intends to
apply its existing surveillance program to support the trading of these
options. Finally, the proposed rule change, the Commission has also
relied upon the Exchange's representation that it has the necessary
systems capacity to support new options series that will result from
this proposal.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\15\ that the proposed rule change (SR-CBOE-2010-018), as modified
by Amendment No. 1, be, and hereby is, approved.
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\15\ 15 U.S.C. 78s(b)(2).
\16\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-12553 Filed 5-25-10; 8:45 am]
BILLING CODE 8010-01-P