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 Sprott Physical Gold Trust, 40005-40007 [2010-16997]
Download as PDF
Federal Register / Vol. 75, No. 133 / Tuesday, July 13, 2010 / Notices
bond, and (3) when the liquidity taker
purchases or sells twenty-six (26) bonds
or more, the Exchange will charge an
execution fee of $0.10 per bond.
For example, if a liquidity taker
purchases or sells five (5) bonds, the
Exchange will charge $.50 per bond, or
a total of $2.50 for execution fees. If a
liquidity taker purchases or sells twenty
(20) bonds, the Exchange will charge
$.20 per bond or a total of $4.00 for
execution fees. If a liquidity taker
purchases or sells thirty (30) bonds, the
Exchange will charge $.10 per bond or
a total of $3.00 for execution fees.
The Exchange will continue to impose
a $100 execution fee cap per
transaction.
The Exchange will seek to file with
the Commission, a proposal to make this
liquidity taker program permanent.
Accordingly, the Exchange proposes to
extend the pilot program for an
additional six (6) months in order to
give the Exchange the necessary time to
complete the 19b–4 process regarding
the program permanency filing.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 5 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 6 in general and Section 6(b)(4) of
the Act 7 in particular, in that it is
designed to provide for the equitable
allocation of reasonable dues, fees and
other charges among its members and
other persons using its facilities.
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act.
jlentini on DSKJ8SOYB1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 8 of the Act and
subparagraph (f)(2) of Rule 19b–4 9
thereunder, because it establishes or
5 15
U.S.C. 78f.
U.S.C. 78a.
7 15 U.S.C. 78f(b)(4).
8 15 U.S.C. 78s(b)(3)(A).
9 17 CFR 240.19b–4(f)(2).
6 15
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changes a due, fee, or other charge
imposed on its members by the NYSE.
At any time within 60 days of the
filing of such 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.
40005
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2010–51 and should be submitted on or
before August 3, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
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:
[FR Doc. 2010–16992 Filed 7–12–10; 8:45 am]
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–NYSE–2010–51 on the
subject line.
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 Sprott Physical Gold Trust
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–NYSE–2010–51. 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 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
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BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62463; File No. SR–CBOE–
2010–043]
July 7, 2010.
On May 11, 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 Sprott
Physical Gold Trust (‘‘Sprott Options’’).
The proposed rule change was
published in the Federal Register on
June 4, 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 the ETFS Palladium Trust
and the ETFS Platinum Trust.7 Now, the
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 62193
(May 28, 2010), 75 FR 31823.
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).
7 See Securities Exchange Act Release No. 61892
(April 13, 2010), 75 FR 20649 (April 20, 2010)
(order approving SR–CBOE–2010–015).
1 15
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40006
Federal Register / Vol. 75, No. 133 / Tuesday, July 13, 2010 / Notices
Exchange proposes to list and trade
options on the Sprott Physical Gold
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
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 the ETFS Palladium
Trust or the ETFS Platinum 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
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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.8 This rule change proposes to
expand the types of ETFs that may be
approved for options trading on the
Exchange to include the Sprott Physical
Gold Trust.
Apart from allowing the Sprott
Physical Gold Trust to be an underlying
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
in cash or in kind at a price related to
net asset value, and the issuer must be
obligated to issue Units in a specified
aggregate number even if some or all of
the investment assets required to be
deposited have not been received by the
issuer, subject to the condition that the
person obligated to deposit the
investments has undertaken to deliver
the investment assets as soon as
possible and such undertaking is
secured by the delivery and
maintenance of collateral consisting of
cash or cash equivalents satisfactory to
the issuer, as provided in the respective
prospectus.
The Exchange states that the current
continued listing standards for options
on ETFs will apply to options on the
Sprott Physical Gold Trust. Specifically,
under Interpretation and Policy .08 to
Rule 5.4, options on Units may be
subject to the suspension of opening
transactions as follows: (1) In the case
of Units listed pursuant to Interpretation
and Policy .06(v)(E)(y) to Rule 5.3,
following the initial twelve-month
period beginning upon the
PO 00000
commencement of trading of the Units,
if there are fewer than 50 record and/or
beneficial holders of the Units for 30 or
more consecutive trading days; or (2) in
the case of Units listed pursuant to
Interpretation and Policy .06(v)(E)(x) to
Rule 5.3, in accordance with the terms
of paragraphs (a)–(d) of Interpretation
and Policy .01 to Rule 5.4; or (3) the
value of the index or portfolio of
securities, non-U.S. currency, or
portfolio of commodities including
commodity futures contracts, options on
commodity futures contracts, swaps,
forward contracts and/or options on
physical commodities and/or Financial
Instruments and Money Market
Instruments on which Units are based is
no longer calculated or available; or (4)
such other event occurs or condition
exists that in the opinion of the
Exchange makes further dealing on the
Exchange inadvisable.
Additionally, the Sprott Physical Gold
Trust shall not be deemed to meet the
requirements for continued approval,
and the Exchange shall not open for
trading any additional series of option
contracts of the class covering the Sprott
Physical Gold Trust, if the Sprott
Physical Gold Trust ceases to be an
‘‘NMS stock’’ as provided for in
paragraph (f) of Interpretation and
Policy .01 of Rule 5.4 or the Sprott
Physical Gold Trust is halted from
trading on its primary market.
The addition of the Sprott Physical
Gold Trust to Interpretation and Policy
.06 to Rule 5.3 will not have any effect
on the rules pertaining to position and
exercise limits 9 or margin.10
The Exchange represents that its
surveillance procedures applicable to
trading in options on the Sprott Physical
Gold Trust will be similar to those
applicable to all other options on other
Units currently traded on the Exchange.
The Exchange represents that its
surveillance procedures applicable to
trading in options on the Sprott Physical
Gold Trust will be similar to those
applicable to all other options on other
ETFs currently traded on the Exchange.
Also, the Exchange may obtain
information from the New York
Mercantile Exchange, Inc. (‘‘NYMEX’’) (a
member of the Intermarket Surveillance
Group) related to any financial
instrument that is based, in whole or in
part, upon an interest in or performance
of gold.
II. Commission Findings
After careful consideration, the
Commission finds that the proposed
rule change submitted by CBOE is
9 See
8 See
Interpretation and Policy .06 to Rule 5.3.
Frm 00097
Fmt 4703
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CBOE Rules 4.11 and 4.12.
CBOE Rule 12.3.
10 See
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Federal Register / Vol. 75, No. 133 / Tuesday, July 13, 2010 / Notices
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange 11 and, in particular,
the requirements of Section 6 of the
Act.12 Specifically, the Commission
finds that the proposal is consistent
with Section 6(b)(5) of the Act,13 which
requires, among other things, that the
rules of a national securities exchange
be designed 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 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 Act 14 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
Sprott Options will also be subject to
best execution obligations and FINRA
rules.15 Applicable exchange rules also
require that customers receive
appropriate disclosure before trading
Sprott Options.16 Further, brokers
opening accounts and recommending
options transactions must comply with
relevant customer suitability
standards.17
Sprott Options will trade as options
under the trading rules of the CBOE.
These rules, among other things, are
designed to avoid trading through better
displayed prices for Sprott Options
available on other exchanges and,
thereby, satisfy CBOE’s obligation under
the Options Order Protection and
jlentini on DSKJ8SOYB1PROD with NOTICES
11 In
approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. 15 U.S.C. 78c(f).
12 15 U.S.C. 78f.
13 15 U.S.C. 78f(b)(5).
14 15 U.S.C. 78f(b)(1).
15 See NASD Rule 2320.
16 See CBOE Rule 9.15.
17 See FINRA Rule 2360(b) and CBOE Rules 9.7
and 9.9.
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16:44 Jul 12, 2010
Jkt 220001
Locked/Crossed Market Plan.18 Series of
the Sprott Options will be subject to
exchange rules regarding continued
listing requirements, including
standards applicable to the underlying
Sprott Physical Gold Trust. Shares of
the Sprott Physical Gold Trust must
continue to be traded through a national
securities exchange or through the
facilities of a national securities
association, and must be ‘‘NMS stock’’ as
defined under Rule 600 of Regulation
NMS.19 In addition, the underlying
shares must continue to comply with
the Exchange’s continued listing
standards applicable to Units.20 If the
Sprott Physical Gold Trust shares fail to
meet these requirements, the exchanges
will not open for trading any new series
of the respective Sprott Options.
CBOE has represented that it has
surveillance programs in place for the
listing and trading of Sprott Options.
For example, CBOE may obtain trading
information via the ISG from the
NYMEX related to any financial
instrument traded there that is based, in
whole or in part, upon an interest in, or
performance of, gold. Additionally, the
listing and trading of Sprott Options
will be subject to the exchange’s rules
pertaining to position and exercise
limits 21 and margin.22
III. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
propose rule change (SR–CBOE–2010–
043) be, and is hereby, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–16997 Filed 7–12–10; 8:45 am]
BILLING CODE 8010–01–P
18 See CBOE Rule 6.81. Specifically, CBOE is a
participant in the Options Order Protection and
Locked/Crossed Market Plan.
19 17 CFR 242.600.
20 See Interpretation and Policy .08 to CBOE Rule
5.4.
21 See CBOE Rules 4.11 and 4.12.
22 See CBOE Rule 12.3. See also FINRA Rule
2360(b) and Commentary .01 to FINRA Rule 2360.
23 15 U.S.C. 78s(b)(2).
24 17 CFR 200.30–3(a)(12).
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40007
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62464; File No. SR–BX–
2010–045]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Enable the
Listing and Trading on BOX of Options
on the ETFS Gold Trust, the ETFS
Silver Trust, the ETFS Palladium Trust
and the ETFS Platinum Trust
July 7, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 30,
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 self-regulatory organization. The
Exchange filed the proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(6) thereunder,4
which renders the proposal effective
upon filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NASDAQ OMX BX, Inc. (the
‘‘Exchange’’) proposes to amend the
Rules of the Boston Options Exchange
Group, LLC (‘‘BOX’’) to enable the listing
and trading on BOX of options on the
ETFS Gold Trust, the ETFS Silver Trust,
the ETFS Palladium Trust and the ETFS
Platinum Trust. 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
self-regulatory organization 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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b-4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b-4(f)(6).
2 17
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Agencies
[Federal Register Volume 75, Number 133 (Tuesday, July 13, 2010)]
[Notices]
[Pages 40005-40007]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-16997]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-62463; File No. SR-CBOE-2010-043]
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 Sprott Physical Gold Trust
July 7, 2010.
On May 11, 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
Sprott Physical Gold Trust (``Sprott Options''). The proposed rule
change was published in the Federal Register on June 4, 2010.\3\ The
Commission received no comments on the proposal. This order approves
the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 62193 (May 28,
2010), 75 FR 31823.
---------------------------------------------------------------------------
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\ the
ETFS Palladium Trust and the ETFS Platinum Trust.\7\ Now, the
[[Page 40006]]
Exchange proposes to list and trade options on the Sprott Physical Gold
Trust.
---------------------------------------------------------------------------
\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).
\7\ See Securities Exchange Act Release No. 61892 (April 13,
2010), 75 FR 20649 (April 20, 2010) (order approving SR-CBOE-2010-
015).
---------------------------------------------------------------------------
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 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 non-U.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 the
ETFS Palladium Trust or the ETFS Platinum 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.\8\ This rule change proposes to expand
the types of ETFs that may be approved for options trading on the
Exchange to include the Sprott Physical Gold Trust.
---------------------------------------------------------------------------
\8\ See Interpretation and Policy .06 to Rule 5.3.
---------------------------------------------------------------------------
Apart from allowing the Sprott Physical Gold Trust to be an
underlying 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 in cash or
in kind at a price related to net asset value, and the issuer must be
obligated to issue Units in a specified aggregate number even if some
or all of the investment assets required to be deposited have not been
received by the issuer, subject to the condition that the person
obligated to deposit the investments has undertaken to deliver the
investment assets as soon as possible and such undertaking is secured
by the delivery and maintenance of collateral consisting of cash or
cash equivalents satisfactory to the issuer, as provided in the
respective prospectus.
The Exchange states that the current continued listing standards
for options on ETFs will apply to options on the Sprott Physical Gold
Trust. Specifically, under Interpretation and Policy .08 to Rule 5.4,
options on Units may be subject to the suspension of opening
transactions as follows: (1) In the case of Units listed pursuant to
Interpretation and Policy .06(v)(E)(y) to Rule 5.3, following the
initial twelve-month period beginning upon the commencement of trading
of the Units, if there are fewer than 50 record and/or beneficial
holders of the Units for 30 or more consecutive trading days; or (2) in
the case of Units listed pursuant to Interpretation and Policy
.06(v)(E)(x) to Rule 5.3, in accordance with the terms of paragraphs
(a)-(d) of Interpretation and Policy .01 to Rule 5.4; or (3) the value
of the index or portfolio of securities, non-U.S. currency, or
portfolio of commodities including commodity futures contracts, options
on commodity futures contracts, swaps, forward contracts and/or options
on physical commodities and/or Financial Instruments and Money Market
Instruments on which Units are based is no longer calculated or
available; or (4) such other event occurs or condition exists that in
the opinion of the Exchange makes further dealing on the Exchange
inadvisable.
Additionally, the Sprott Physical Gold Trust shall not be deemed to
meet the requirements for continued approval, and the Exchange shall
not open for trading any additional series of option contracts of the
class covering the Sprott Physical Gold Trust, if the Sprott Physical
Gold Trust ceases to be an ``NMS stock'' as provided for in paragraph
(f) of Interpretation and Policy .01 of Rule 5.4 or the Sprott Physical
Gold Trust is halted from trading on its primary market.
The addition of the Sprott Physical Gold Trust to Interpretation
and Policy .06 to Rule 5.3 will not have any effect on the rules
pertaining to position and exercise limits \9\ or margin.\10\
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\9\ See CBOE Rules 4.11 and 4.12.
\10\ See CBOE Rule 12.3.
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The Exchange represents that its surveillance procedures applicable
to trading in options on the Sprott Physical Gold Trust will be similar
to those applicable to all other options on other Units currently
traded on the Exchange. The Exchange represents that its surveillance
procedures applicable to trading in options on the Sprott Physical Gold
Trust will be similar to those applicable to all other options on other
ETFs currently traded on the Exchange. Also, the Exchange may obtain
information from the New York Mercantile Exchange, Inc. (``NYMEX'') (a
member of the Intermarket Surveillance Group) related to any financial
instrument that is based, in whole or in part, upon an interest in or
performance of gold.
II. Commission Findings
After careful consideration, the Commission finds that the proposed
rule change submitted by CBOE is
[[Page 40007]]
consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities exchange
\11\ and, in particular, the requirements of Section 6 of the Act.\12\
Specifically, the Commission finds that the proposal is consistent with
Section 6(b)(5) of the Act,\13\ which requires, among other things,
that the rules of a national securities exchange be designed 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 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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\11\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
\12\ 15 U.S.C. 78f.
\13\ 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 \14\ 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 Sprott Options will also be subject to
best execution obligations and FINRA rules.\15\ Applicable exchange
rules also require that customers receive appropriate disclosure before
trading Sprott Options.\16\ Further, brokers opening accounts and
recommending options transactions must comply with relevant customer
suitability standards.\17\
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\14\ 15 U.S.C. 78f(b)(1).
\15\ See NASD Rule 2320.
\16\ See CBOE Rule 9.15.
\17\ See FINRA Rule 2360(b) and CBOE Rules 9.7 and 9.9.
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Sprott Options will trade as options under the trading rules of the
CBOE. These rules, among other things, are designed to avoid trading
through better displayed prices for Sprott Options available on other
exchanges and, thereby, satisfy CBOE's obligation under the Options
Order Protection and Locked/Crossed Market Plan.\18\ Series of the
Sprott Options will be subject to exchange rules regarding continued
listing requirements, including standards applicable to the underlying
Sprott Physical Gold Trust. Shares of the Sprott Physical Gold Trust
must continue to be traded through a national securities exchange or
through the facilities of a national securities association, and must
be ``NMS stock'' as defined under Rule 600 of Regulation NMS.\19\ In
addition, the underlying shares must continue to comply with the
Exchange's continued listing standards applicable to Units.\20\ If the
Sprott Physical Gold Trust shares fail to meet these requirements, the
exchanges will not open for trading any new series of the respective
Sprott Options.
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\18\ See CBOE Rule 6.81. Specifically, CBOE is a participant in
the Options Order Protection and Locked/Crossed Market Plan.
\19\ 17 CFR 242.600.
\20\ See Interpretation and Policy .08 to CBOE Rule 5.4.
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CBOE has represented that it has surveillance programs in place for
the listing and trading of Sprott Options. For example, CBOE may obtain
trading information via the ISG from the NYMEX related to any financial
instrument traded there that is based, in whole or in part, upon an
interest in, or performance of, gold. Additionally, the listing and
trading of Sprott Options will be subject to the exchange's rules
pertaining to position and exercise limits \21\ and margin.\22\
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\21\ See CBOE Rules 4.11 and 4.12.
\22\ See CBOE Rule 12.3. See also FINRA Rule 2360(b) and
Commentary .01 to FINRA Rule 2360.
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III. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\23\ that the propose rule change (SR-CBOE-2010-043) be, and is
hereby, approved.
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\23\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
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\24\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-16997 Filed 7-12-10; 8:45 am]
BILLING CODE 8010-01-P