Self-Regulatory Organizations; NASDAQ OMX PHLX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Routing Fees, the Monthly Cap and Electronic Auctions, 53366-53368 [2010-21631]
Download as PDF
53366
Federal Register / Vol. 75, No. 168 / Tuesday, August 31, 2010 / 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
Number SR–FINRA–2009–042 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–FINRA–2009–042. 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
FINRA. 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–FINRA–2009–042 and
should be submitted on or before
September 21, 2010.
srobinson on DSKHWCL6B1PROD with NOTICES
VII. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,35 that the
proposed rule change (SR–FINRA–
2009–042), as amended, be, and hereby
is, approved on an accelerated basis.
35 15
U.S.C. 78s(b)(2).
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.36
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–21606 Filed 8–30–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62763; File Nos. SR–BATS–
2010–018; SR–BX–2010–044; SR–CBOE–
2010–065; SR–CHX–2010–14; SR–EDGA–
2010–05; SR–EDGX–2010–05; SR–FINRA–
2010–033; SR–ISE–2010–66; SR–NYSE–
2010–49; SR–NYSEAmex–2010–63; SR–
NYSEArca–2010–61; SR–NASDAQ–2010–
079; SR–NSX–2010–08]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Chicago Board
Options Exchange, Incorporated;
Chicago Stock Exchange, Inc.; EDGA
Exchange, Inc.; EDGX Exchange, Inc.;
Financial Industry Regulatory
Authority, Inc.; International Securities
Exchange LLC; NASDAQ OMX BX,
Inc.; The NASDAQ Stock Market LLC;
National Stock Exchange, Inc.; New
York Stock Exchange LLC; NYSE
Amex LLC; NYSE Arca, Inc.; Notice of
Designation of Longer Period for
Commission Action on Proposed Rule
Changes Relating to Trading Pauses
Due to Extraordinary Market Volatility
August 24, 2010.
On June 30, 2010, each of BATS
Exchange, Inc., Chicago Board Options
Exchange, Incorporated, Chicago Stock
Exchange, Inc., EDGA Exchange, Inc.,
EDGX Exchange, Inc., Financial
Industry Regulatory Authority, Inc.,
International Securities Exchange, LLC,
The NASDAQ Stock Market LLC,
NASDAQ OMX BX, Inc., National Stock
Exchange, Inc., New York Stock
Exchange LLC, NYSE Amex LLC, and
NYSE Arca, Inc. filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) 1 of the Securities Exchange Act
of 1934 (‘‘Act’’),2 and Rule 19b–4
thereunder,3 proposed rule changes to
amend certain of their respective rules
to add securities to the single-stock
circuit breaker pilot program.4
Section 19(b)(2) of the Act 5 provides
that, within thirty-five days of the
36 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 The single-stock circuit breaker pilot program
was initially approved on June 10, 2010. See
Securities Exchange Act Release Nos. 62251 (June
10, 2010), 75 FR 34183 (June 16, 2010); 62252 (June
10, 2010), 75 FR 34186 (June 16, 2010).
5 15 U.S.C. 78s(b)(2).
1 15
PO 00000
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Sfmt 4703
publication of notice of the filing of a
proposed rule change, or within such
longer period as the Commission may
designate up to ninety days of such date
if it finds such longer period to be
appropriate and publishes its reasons
for so finding, the Commission shall
either approve the proposed rule change
or institute proceedings to determine
whether the proposed rule change
should be disapproved. The
Commission extended this time period
from August 11, 2010 to August 25,
2010.6 The Commission is again
extending this time period.
The Commission finds it appropriate
to designate a longer period within
which to take action on the proposed
rule changes so that it has sufficient
time to consider these proposed rule
changes, which relate to the addition of
securities to the single-stock circuit
breaker pilot program, and issues raised
in the comment letters that have been
submitted in connection with these
filings.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,7
designates September 10, 2010, as the
date by which the Commission should
either approve or institute proceedings
to determine whether to disapprove the
proposed rule changes.
By the Commission.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–21630 Filed 8–30–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62766; File No. SR–Phlx–
2010–117]
Self-Regulatory Organizations;
NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Routing Fees, the Monthly Cap and
Electronic Auctions
August 25, 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 August
23, 2010, NASDAQ OMX PHLX, Inc.
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
6 See Securities Exchange Act Release No.
62688A (August 11, 2010), 75 FR 51138 (August 18,
2010).
7 15 U.S.C. 78s(b)(2).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
E:\FR\FM\31AUN1.SGM
31AUN1
Federal Register / Vol. 75, No. 168 / Tuesday, August 31, 2010 / Notices
and III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
fees as follows: (i) Amend the pricing
for Exchange members using the Phlx
XL II system,3 for routing standardized
equity and index option customer and
professional orders to away markets for
execution; (ii) amend the Monthly Cap
on equity option transaction fees; and
(iii) clarify language relating to
electronic auctions in the Rebates and
Fees for Adding and Removing
Liquidity in Select Symbols.
While changes to the Exchange’s Fee
Schedule pursuant to this proposal are
effective upon filing, the Exchange has
designated this proposal to be operative
for trades settling on or after September
1, 2010.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nasdaqtrader.com/
micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, at the
Commission’s Public Reference Room,
and on the Commission’s Web site at
https://www.sec.gov.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
srobinson on DSKHWCL6B1PROD with NOTICES
1. Purpose
The purpose of the proposed rule
change is to recoup costs that the
Exchange incurs for routing and
3 For a complete description of Phlx XL II, see
Securities Exchange Act Release No. 59995 (May
28, 2009), 74 FR 26750 (June 3, 2009) (SR–Phlx–
2009–32). The instant proposed fees will apply only
to option orders entered into, and routed by, the
Phlx XL II system.
VerDate Mar<15>2010
16:33 Aug 30, 2010
Jkt 220001
executing Customer 4 and Professional 5
orders in equity and index options to
away markets, specifically the NASDAQ
Options Market (‘‘NOM’’).
In May 2009, the Exchange adopted
Rule 1080(m)(iii)(A) to establish Nasdaq
Options Services LLC (‘‘NOS’’), a
member of the Exchange, as the
Exchange’s exclusive order router.6 NOS
is utilized by the Phlx XL II system
solely to route orders in options listed
and open for trading on the Phlx XL II
system to destination markets.
Currently, the Exchange’s Fee
Schedule includes Routing Fees for both
Customer and Professional orders. The
Exchange currently assesses a Routing
Fee of $.46 per contract in all Customer
and Professional option orders that are
routed to NOM.
The Exchange proposes to amend the
current fee of $.46 per contract that is
assessed for routing Customer and
Professional orders to NOM in all
options to $.49 per contract. The
Exchange is proposing this amendment
in order to recoup clearing and
transaction charges which are incurred
by the Exchange when orders are routed
to NOM. Each destination market’s
transaction charge varies and there is a
standard clearing charge for each
transaction incurred by the Exchange.
The Exchange proposes this fee change
to account for an increase in cost for
routing to NOM.7
The Exchange also proposes to amend
its Monthly Cap assessed on Registered
Options Traders (‘‘ROTs’’) 8 and
Specialists 9 for equity options
transactions. The Exchange currently
provides ROTs and Specialists a
Monthly Cap of $650,000. The Exchange
is proposing to reduce that Monthly Cap
4 The term Customer applies to a transaction that
is identified by a member or member organization
for clearing in the Customer range at The Options
Clearing Corporation which is not for the account
of broker or dealer or for the account of a
‘‘Professional’’ as that term is defined in Rule
1000(b)(14).
5 The Exchange defines a ‘‘professional’’ as any
person or entity that (i) is not a broker or dealer in
securities, and (ii) places more than 390 orders in
listed options per day on average during a calendar
month for its own beneficial account(s) (hereinafter
‘‘Professional’’). See 1000(b)14.
6 See Securities Exchange Act Release No. 59995
(May 28, 2009), 74 FR 26750 (June 3, 2009) (SR–
Phlx–2009–32).
7 See SR–NASDAQ–2010–105.
8 A Registered Option Trader is defined in
Exchange Rule 1014(b) as a regular member or a
foreign currency options participant of the
Exchange located on the trading floor who has
received permission from the Exchange to trade in
options for his own account. A ROT includes a
SQT, a RSQT and a Non-SQT, which by definition
is neither a SQT or a RSQT. See Exchange Rule
1014 (b)(i) and (ii).
9 A Specialist is an Exchange member who is
registered as an options specialist pursuant to Rule
1020(a).
PO 00000
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Sfmt 4703
53367
to $600,000.10 The Exchange believes
that by reducing the Monthly Cap, a
greater number of members may benefit
from the Monthly Cap and the Exchange
will attract additional order flow.
Finally, the Exchange proposes to
clarify certain language in the Rebates
and Fees for Adding and Removing
Liquidity in Select Symbols, which was
added in a previous rule change that
[sic] relating to electronic auctions.11
The Exchange previously filed a rule
change concerning the applicability of
fees in electronic auctions.12 These fees
are contained in Section I of the Fee
Schedule and titled Rebates and Fees for
Adding and Removing Liquidity in
Select Symbols. In that rule change, the
Exchange specified that a Specialist and
an ROT, including an SQT and RSQT,
would not receive a rebate for adding
liquidity in an electronic auction. In
that filing the Exchange noted that it is
unable to calculate the rebates for
Specialists and ROTs, including SQTs
and RSQTs, in an electronic auction.
The Exchange proposes to further clarify
that Customers, Professionals and
Directed Participants 13 would also not
receive a rebate for adding liquidity in
an electronic auction.
The Exchange inadvertently did not
include Customers, Professionals and
Directed Participants in that earlier
amendment. As with the other market
participants, the Exchange is currently
unable to determine when a Customer,
Professional or Directed Participant is
adding liquidity in electronic auctions
for purposes of applying the rebates.
The Exchange proposes to clarify the
language in the Fee Schedule to add
Customers, Professionals and Directed
Participants to the existing language.
The Exchange’s proposal would add
language to the Fee Schedule to state
that with respect to electronic auctions,
Customers, Professionals and Directed
Participants would not receive a rebate,
which language is consistent with the
Exchange’s current practice.
While changes to the Exchange’s Fee
Schedule pursuant to this proposal are
10 In calculating the Monthly Cap, the trading
activity of separate ROTs and Specialist member
organizations are aggregated if there is at least 75%
common ownership between the member
organizations.
11 Electronic auctions include, without limitation,
the Complex Order Live Auction (‘‘COLA’’), and
Quote and Market Exhaust auctions.
12 Electronic auctions include, without limitation,
the Complex Order Live Auction (‘‘COLA’’), and
Quote and Market Exhaust auctions.
13 See Exchange Rule 1080(l), ‘‘* * * The term
‘Directed Specialist, RSQT, or SQT’ means a
specialist, RSQT, or SQT that receives a Directed
Order.’’ A Directed Participant has a higher quoting
requirement as compared with a specialist, SQT or
RSQT who is not acting as a Directed Participant.
See Exchange Rule 1014.
E:\FR\FM\31AUN1.SGM
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53368
Federal Register / Vol. 75, No. 168 / Tuesday, August 31, 2010 / Notices
effective upon filing, the Exchange has
designated this proposal to be operative
for trades settling on or after September
1, 2010.
2. Statutory Basis
The Exchange believes that its
proposal to amend its Fee Schedule is
consistent with Section 6(b) of the Act 14
in general, and furthers the objectives of
Section 6(b)(4) of the Act 15 in
particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members and
other persons using its facilities.
The Exchange believes that the
increase to the NOM Routing Fee is both
equitable and reasonable because the
Exchange is seeking to recoup the costs
incurred by the Exchange to route
Customer and Professional orders to
NOM on behalf of its members.
The Exchange believes that it is both
equitable and reasonable to lower the
Monthly Cap. By lowering the Monthly
Cap, the Exchange believes a greater
number of ROTs and Specialists will
benefit from such a Monthly Cap.
Finally, the Exchange believes that
clarifying the applicability of the rebates
for adding liquidity in an electronic
auction is equitable and reasonable
because it clearly states when the rebate
is applicable to certain transactions.
Currently, Customers, Professionals and
Directed Participants do not receive
rebates for adding liquidity in an
electronic auction.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were either
solicited or received.
srobinson on DSKHWCL6B1PROD with NOTICES
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.16 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
14 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
16 15 U.S.C. 78s(b)(3)(A)(ii).
15 15
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16:33 Aug 30, 2010
Jkt 220001
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Phlx–2010–117 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–Phlx–2010–117. 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
PO 00000
Frm 00098
Fmt 4703
Sfmt 4703
should refer to File No. SR–Phlx–2010–
117 and should be submitted on or
before September 21, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–21631 Filed 8–30–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62767; File No. SR–FICC–
2010–04]
Self-Regulatory Organizations; Fixed
Income Clearing Corporation; Notice of
Filing of Proposed Rule Change To
Provide Clarity With Respect to the
Close Out Netting of the Government
Securities Division in the Event of the
Fixed Income Clearing Corporation’s
Default or Insolvency
August 26, 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 August
12, 2010, the Fixed Income Clearing
Corporation (‘‘FICC’’) 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
primarily by FICC. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The purpose of the proposed rule
change is to provide clarity with respect
to the close out netting of the
Government Securities Division (‘‘GSD’’)
in the event of FICC’s default or
insolvency.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FICC 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. FICC has prepared
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\31AUN1.SGM
31AUN1
Agencies
[Federal Register Volume 75, Number 168 (Tuesday, August 31, 2010)]
[Notices]
[Pages 53366-53368]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-21631]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-62766; File No. SR-Phlx-2010-117]
Self-Regulatory Organizations; NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
Routing Fees, the Monthly Cap and Electronic Auctions
August 25, 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 August 23, 2010, NASDAQ OMX PHLX, Inc. (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I, II,
[[Page 53367]]
and III below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its fees as follows: (i) Amend the
pricing for Exchange members using the Phlx XL II system,\3\ for
routing standardized equity and index option customer and professional
orders to away markets for execution; (ii) amend the Monthly Cap on
equity option transaction fees; and (iii) clarify language relating to
electronic auctions in the Rebates and Fees for Adding and Removing
Liquidity in Select Symbols.
---------------------------------------------------------------------------
\3\ For a complete description of Phlx XL II, see Securities
Exchange Act Release No. 59995 (May 28, 2009), 74 FR 26750 (June 3,
2009) (SR-Phlx-2009-32). The instant proposed fees will apply only
to option orders entered into, and routed by, the Phlx XL II system.
---------------------------------------------------------------------------
While changes to the Exchange's Fee Schedule pursuant to this
proposal are effective upon filing, the Exchange has designated this
proposal to be operative for trades settling on or after September 1,
2010.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.nasdaqtrader.com/micro.aspx?id=PHLXfilings, at
the principal office of the Exchange, at the Commission's Public
Reference Room, and on the Commission's Web site at https://www.sec.gov.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to recoup costs that the
Exchange incurs for routing and executing Customer \4\ and Professional
\5\ orders in equity and index options to away markets, specifically
the NASDAQ Options Market (``NOM'').
---------------------------------------------------------------------------
\4\ The term Customer applies to a transaction that is
identified by a member or member organization for clearing in the
Customer range at The Options Clearing Corporation which is not for
the account of broker or dealer or for the account of a
``Professional'' as that term is defined in Rule 1000(b)(14).
\5\ The Exchange defines a ``professional'' as any person or
entity that (i) is not a broker or dealer in securities, and (ii)
places more than 390 orders in listed options per day on average
during a calendar month for its own beneficial account(s)
(hereinafter ``Professional''). See 1000(b)14.
---------------------------------------------------------------------------
In May 2009, the Exchange adopted Rule 1080(m)(iii)(A) to establish
Nasdaq Options Services LLC (``NOS''), a member of the Exchange, as the
Exchange's exclusive order router.\6\ NOS is utilized by the Phlx XL II
system solely to route orders in options listed and open for trading on
the Phlx XL II system to destination markets.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 59995 (May 28,
2009), 74 FR 26750 (June 3, 2009) (SR-Phlx-2009-32).
---------------------------------------------------------------------------
Currently, the Exchange's Fee Schedule includes Routing Fees for
both Customer and Professional orders. The Exchange currently assesses
a Routing Fee of $.46 per contract in all Customer and Professional
option orders that are routed to NOM.
The Exchange proposes to amend the current fee of $.46 per contract
that is assessed for routing Customer and Professional orders to NOM in
all options to $.49 per contract. The Exchange is proposing this
amendment in order to recoup clearing and transaction charges which are
incurred by the Exchange when orders are routed to NOM. Each
destination market's transaction charge varies and there is a standard
clearing charge for each transaction incurred by the Exchange. The
Exchange proposes this fee change to account for an increase in cost
for routing to NOM.\7\
---------------------------------------------------------------------------
\7\ See SR-NASDAQ-2010-105.
---------------------------------------------------------------------------
The Exchange also proposes to amend its Monthly Cap assessed on
Registered Options Traders (``ROTs'') \8\ and Specialists \9\ for
equity options transactions. The Exchange currently provides ROTs and
Specialists a Monthly Cap of $650,000. The Exchange is proposing to
reduce that Monthly Cap to $600,000.\10\ The Exchange believes that by
reducing the Monthly Cap, a greater number of members may benefit from
the Monthly Cap and the Exchange will attract additional order flow.
---------------------------------------------------------------------------
\8\ A Registered Option Trader is defined in Exchange Rule
1014(b) as a regular member or a foreign currency options
participant of the Exchange located on the trading floor who has
received permission from the Exchange to trade in options for his
own account. A ROT includes a SQT, a RSQT and a Non-SQT, which by
definition is neither a SQT or a RSQT. See Exchange Rule 1014 (b)(i)
and (ii).
\9\ A Specialist is an Exchange member who is registered as an
options specialist pursuant to Rule 1020(a).
\10\ In calculating the Monthly Cap, the trading activity of
separate ROTs and Specialist member organizations are aggregated if
there is at least 75% common ownership between the member
organizations.
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Finally, the Exchange proposes to clarify certain language in the
Rebates and Fees for Adding and Removing Liquidity in Select Symbols,
which was added in a previous rule change that [sic] relating to
electronic auctions.\11\ The Exchange previously filed a rule change
concerning the applicability of fees in electronic auctions.\12\ These
fees are contained in Section I of the Fee Schedule and titled Rebates
and Fees for Adding and Removing Liquidity in Select Symbols. In that
rule change, the Exchange specified that a Specialist and an ROT,
including an SQT and RSQT, would not receive a rebate for adding
liquidity in an electronic auction. In that filing the Exchange noted
that it is unable to calculate the rebates for Specialists and ROTs,
including SQTs and RSQTs, in an electronic auction. The Exchange
proposes to further clarify that Customers, Professionals and Directed
Participants \13\ would also not receive a rebate for adding liquidity
in an electronic auction.
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\11\ Electronic auctions include, without limitation, the
Complex Order Live Auction (``COLA''), and Quote and Market Exhaust
auctions.
\12\ Electronic auctions include, without limitation, the
Complex Order Live Auction (``COLA''), and Quote and Market Exhaust
auctions.
\13\ See Exchange Rule 1080(l), ``* * * The term `Directed
Specialist, RSQT, or SQT' means a specialist, RSQT, or SQT that
receives a Directed Order.'' A Directed Participant has a higher
quoting requirement as compared with a specialist, SQT or RSQT who
is not acting as a Directed Participant. See Exchange Rule 1014.
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The Exchange inadvertently did not include Customers, Professionals
and Directed Participants in that earlier amendment. As with the other
market participants, the Exchange is currently unable to determine when
a Customer, Professional or Directed Participant is adding liquidity in
electronic auctions for purposes of applying the rebates. The Exchange
proposes to clarify the language in the Fee Schedule to add Customers,
Professionals and Directed Participants to the existing language. The
Exchange's proposal would add language to the Fee Schedule to state
that with respect to electronic auctions, Customers, Professionals and
Directed Participants would not receive a rebate, which language is
consistent with the Exchange's current practice.
While changes to the Exchange's Fee Schedule pursuant to this
proposal are
[[Page 53368]]
effective upon filing, the Exchange has designated this proposal to be
operative for trades settling on or after September 1, 2010.
2. Statutory Basis
The Exchange believes that its proposal to amend its Fee Schedule
is consistent with Section 6(b) of the Act \14\ in general, and
furthers the objectives of Section 6(b)(4) of the Act \15\ in
particular, in that it is an equitable allocation of reasonable fees
and other charges among Exchange members and other persons using its
facilities.
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\14\ 15 U.S.C. 78f(b).
\15\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the increase to the NOM Routing Fee is
both equitable and reasonable because the Exchange is seeking to recoup
the costs incurred by the Exchange to route Customer and Professional
orders to NOM on behalf of its members.
The Exchange believes that it is both equitable and reasonable to
lower the Monthly Cap. By lowering the Monthly Cap, the Exchange
believes a greater number of ROTs and Specialists will benefit from
such a Monthly Cap.
Finally, the Exchange believes that clarifying the applicability of
the rebates for adding liquidity in an electronic auction is equitable
and reasonable because it clearly states when the rebate is applicable
to certain transactions. Currently, Customers, Professionals and
Directed Participants do not receive rebates for adding liquidity in an
electronic auction.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were either solicited or 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.\16\ At any time within 60 days of the
filing of the proposed rule change, the Commission summarily may
temporarily suspend 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. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\16\ 15 U.S.C. 78s(b)(3)(A)(ii).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-Phlx-2010-117 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2010-117. 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-Phlx-2010-117 and should be
submitted on or before September 21, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-21631 Filed 8-30-10; 8:45 am]
BILLING CODE 8010-01-P