Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing of Amendment No. 1 to a Proposed Rule Change and Order Granting Accelerated Approval of Proposed Rule Change, as Modified by Amendment No. 1, To Adopt FINRA Rule 2232 (Customer Confirmations) in the Consolidated FINRA Rulebook and To Delete NASD Rule 2230, NASD IM-2110-6 and Incorporated NYSE Rule 409(f), 66173-66176 [2010-27145]
Download as PDF
Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change imposes any
burden on competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 6 and Rule 19b–
4(f)(6) thereunder.7
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
Act 8 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6) 9
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. The Exchange requests
that the Commission waive the 30-day
operative delay in order to allow the
Exchange to immediately offer Exchange
Users the routing strategies when BYX,
commences operations. Further, the
Exchange believes that the proposed
TRIM and SLIM routing strategies are
consistent with routing strategies
offered by the Nasdaq Stock Market
(‘‘NASDAQ’’).10 In addition, the
Exchange believes that its proposed new
routing strategies will benefit market
participants and their customers by
allowing them greater flexibility in their
efforts to fill orders and minimize
trading costs. The Exchange expects to
have technological changes for one or
more of the new routing strategies in
place to support the proposed rule
change in the near future, and believes
that benefits to Exchange Users
srobinson on DSKHWCL6B1PROD with NOTICES
6 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. BYX has satisfied this requirement.
8 17 CFR 240.19b–4(f)(6).
9 Id.
10 See NASDAQ Rule 4758.
7 17
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expected from the proposed rule change
should not be delayed. In addition, BYX
states a delay to the implementation
date would put the Exchange at a
competitive disadvantage to other
markets that already offer similar
functionalities. The Commission
believes that waiving the 30-day
operative delay 11 is consistent with the
protection of investors and the public
interest and designates the proposal
operative upon filing.
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.
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–BYX–2010–003 on the
subject line.
66173
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, on official business
days between the hours of 10 a.m. and
3 p.m. Copies of the filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–BYX–2010–003 and should
be submitted on or before November 17,
2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–27143 Filed 10–26–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63150; File No. SR–FINRA–
2009–058]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Paper Comments
Amendment No. 1 to a Proposed Rule
Change and Order Granting
• Send paper comments in triplicate
Accelerated Approval of Proposed
to Elizabeth M. Murphy, Secretary,
Rule Change, as Modified by
Securities and Exchange Commission,
Amendment No. 1, To Adopt FINRA
100 F Street, NE., Washington, DC
Rule 2232 (Customer Confirmations) in
20549–1090.
the Consolidated FINRA Rulebook and
All submissions should refer to File
To Delete NASD Rule 2230, NASD IM–
Number SR–BYX–2010–003. This file
2110–6 and Incorporated NYSE Rule
number should be included on the
subject line if e-mail is used. To help the 409(f)
Commission process and review your
October 21, 2010.
comments more efficiently, please use
only one method. The Commission will I. Introduction
post all comments on the Commission’s
On August 24, 2009, the Financial
Internet Web site (https://www.sec.gov/
Industry Regulatory Authority, Inc.
rules/sro.shtml). Copies of the
(‘‘FINRA’’) (f/k/a National Association of
submission,12 all subsequent
Securities Dealers, Inc. (‘‘NASD’’)) filed
amendments, all written statements
with the Securities and Exchange
with respect to the proposed rule
Commission (‘‘SEC’’ or ‘‘Commission’’),
change that are filed with the
pursuant to Section 19(b)(1) of the
Commission, and all written
Securities Exchange Act of 1934
communications relating to the
(‘‘Exchange Act’’ or ‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
11 For purposes only of waiving the 30-day
change to adopt FINRA Rule 2232
operative delay, the Commission has considered the
(Customer Confirmations) in the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
12 The text of the proposed rule change is
available on the Commission’s Web site at https://
www.sec.gov/rules/sro.shtml.
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Fmt 4703
Sfmt 4703
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
consolidated FINRA rulebook and to
delete NASD Rule 2230, NASD IM–
2110–6 and Incorporated NYSE Rule
409(f). The proposed rule change was
published for comment in the Federal
Register on September 21, 2009.3 The
Commission received three comments
in response to the proposed rule
change.4 On September 16, 2010, FINRA
responded to the comments 5 and filed
Amendment No. 1 to the proposed rule
change.6 The Commission is publishing
this notice and order to solicit
comments on Amendment No. 1 and to
approve the proposed rule change, as
modified by Amendment No. 1, on an
accelerated basis.
II. Description of the Proposed Rule
Change
As part of the process of developing
a new Consolidated FINRA Rulebook,7
FINRA proposed to adopt a new,
consolidated customer confirmation
rule by adopting FINRA Rule 2232
(Customer Confirmations) and deleting
NASD Rule 2230, NASD IM–2110–6 and
NYSE Rule 409(f).8
srobinson on DSKHWCL6B1PROD with NOTICES
A. Background
NASD and NYSE rules set forth
certain basic requirements with respect
to confirmations of transactions with
customers.9
3 See Securities Exchange Act Release No. 60669
(September 14, 2009), 74 FR 48107 (September 21,
2009) (‘‘Notice’’).
4 See letter from Tamara K. Salmon, Senior
Associate Counsel, Investment Company Institute
(‘‘ICI’’), dated October 9, 2010 (‘‘ICI Letter’’); letter
from Jonathan Feigelson, Senior Vice President,
General Counsel, TIAA–CREF, dated October 13,
2009 (‘‘TIAA–CREF Letter’’); and letter from Clifford
E. Kirsch and Susan S. Krawcyzk, Sutherland Asbill
& Brennan on behalf of the Committee of Annuity
Insurers (‘‘CAI’’), dated October 13, 2009 (‘‘CAI
Letter’’).
5 See letter from Adam H. Arkel, Assistant
General Counsel, FINRA, dated September 16, 2010
(‘‘FINRA’s Response’’).
6 See Amendment No. 1 dated September 16,
2010 (‘‘Amendment No. 1’’). The text of Amendment
No. 1 is available on FINRA’s Web site at https://
www.finra.org/, at the principal office of FINRA,
and on the Commission’s Internet Web site (https://
sec.gov/rules/sro.shtml).
7 The current FINRA rulebook consists of: (1)
FINRA Rules; (2) NASD Rules; and (3) rules
incorporated from NYSE (‘‘Incorporated NYSE
Rules’’) (together, the NASD Rules and Incorporated
NYSE Rules are referred to as the ‘‘Transitional
Rulebook’’). While the NASD Rules generally apply
to all FINRA members, the Incorporated NYSE
Rules apply only to those members of FINRA that
are also members of the NYSE (‘‘Dual Members’’).
The FINRA Rules apply to all FINRA member firms,
unless such rules have a more limited application
by their terms. For more information about the
rulebook consolidation process, see Information
Notice, March 12, 2008 (Rulebook Consolidation
Process).
8 For convenience, the Incorporated NYSE Rules
are referred to as the ‘‘NYSE Rules.’’
9 The proposed rule change addresses basic
customer confirmation requirements. FINRA rules
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1. NASD Rule 2230
NASD Rule 2230 provides that a
member, at or before the completion of
each transaction 10 with a customer
shall, give or send to the customer
written notification (i.e., confirmation)
disclosing: (a) Whether the member is
acting as a broker for the customer, as
a dealer for its own account, as a broker
for some other person, or as a broker for
both the customer and some other
person; and (b) in any case in which the
member is acting as a broker for the
customer or for both the customer and
some other person, either the name of
the person from whom the security was
purchased or to whom it was sold for
the customer and the date and time
when the transaction took place or the
fact that such information will be
furnished upon the request of the
customer, and the source and amount of
any commission or other remuneration
received or to be received by the
member in connection with the
transaction.
When NASD Rule 2230 was adopted
in 1939 11 its requirements essentially
duplicated those set forth in Exchange
Act Rule 15c1–4 as originally adopted
by the Commission. The primary
difference between the two rules was
that the scope of Rule 15c1–4 was
restricted to over-the-counter
transactions while the NASD rule by its
terms extended to all member
transactions with customers.12 In 1977,
the Commission rescinded Rule 15c1–4
and adopted Exchange Act Rule 10b–10,
indicating that it would apply
‘‘regardless of the manner in which a
broker-dealer conducts its business or
the marketplace where transactions are
effected.’’ 13 Since then, the Commission
separately set forth confirmation requirements that
are specific to certain types of financial products,
such as the requirements set forth in FINRA Rule
2360 (adopted as part of FINRA’s set of
consolidated rules addressing index warrants,
options and security futures). See Securities
Exchange Act Release No. 58932 (November 12,
2008), 73 FR 69696 (November 19, 2008) (Approval
Order).
10 Exchange Act Rule 10b–10(d)(2) states that the
term ‘‘completion of the transaction’’ has the
meaning set forth in Exchange Act Rule 15c1–1.
The Rule 15c1–1 definition of ‘‘completion of the
transaction’’ depends on whether the customer is
purchasing or selling the security, the time when
payment is made and the status of the custody/
delivery of the security.
11 NASD Rule 2230, formerly designated as
Section 12 of the NASD Rules of Fair Practice, was
adopted as part of FINRA’s original rulebook. See
Certificate of Incorporation and By-Laws, Rules of
Fair Practice and Code of Procedure for Handling
Trade Practice Complaints of National Association
of Securities Dealers, Inc. (August 8, 1939).
12 See Securities Exchange Act Release No. 1330
(August 4, 1937).
13 See Securities Exchange Act Release No. 13508
(May 5, 1977) (Securities Confirmations: Final
Rule).
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has amended Rule 10b–10 several
times.14
2. NASD IM–2110–6
NASD IM–2110–6 requires that any
member providing a customer
confirmation pursuant to Exchange Act
Rule 10b–10 in connection with any
transaction in callable common stock 15
must disclose on the confirmation that
the security is callable common stock
and that a customer may contact the
member for more information
concerning the security.
When IM–2110–6 was adopted in
2000, FINRA noted that an investor
purchasing callable common stock is
subject to unique risks not typically
associated with ownership of common
stock, even when such stock is called
away at a premium.16 FINRA also stated
that the ability of an issuer’s common
stock to be called away from a
shareholder generally is a material fact
to an investor. Accordingly, in adopting
the IM, FINRA stated that high
standards of commercial honor and just
and equitable principles of trade would
require members to provide the
disclosures as set forth in the IM. FINRA
further emphasized that the disclosure
of the call feature on the confirmation
in no way relieves a member of its
obligation to consider the callable
nature of the security when complying
with any applicable suitability
obligations.
14 See, e.g., Securities Exchange Act Release No.
19687 (April 18, 1983), 48 FR 17583 (April 25,
1983) (Securities Confirmations: Final Rule
Amendments) (requiring, among things, disclosure
to investors of certain yield and call feature
information in connection with transactions in debt
securities); Securities Exchange Act Release No.
34962 (November 10, 1994), 59 FR 59612
(November 17, 1994) (Confirmation of Transactions:
Final Rule Amendments) (generally requiring,
among other things, disclosure if a debt security is
not rated by a nationally recognized statistical
rating organization, disclosure if a broker-dealer is
not a member of the Securities Investor Protection
Corporation, and disclosure with respect to the
availability of information with respect to
transactions in collateralized debt securities);
Securities Exchange Act Release No. 46471
(September 6, 2002), 67 FR 58302 (September 13,
2002) (Confirmation Requirements for Transactions
of Security Futures Products Effected in Futures
Accounts: Final Rule Amendments) (adopting,
among others, requirements regarding transactions
in securities futures products); Securities Exchange
Act Release No. 51808 (June 9, 2005), 70 FR 37496
(June 29, 2005) (Regulation NMS: Final Rules and
Amendments) (making conforming amendments to
Rule 10b–10 in connection with the adoption of
Regulation NMS).
15 Callable common stock is stock that is subject
to being called away from a shareholder, either by
the issuer or by a third party.
16 See Securities Exchange Act Release No. 42761
(May 5, 2000), 65 FR 30459 (May 11, 2000)
(Approval Order). See also NASD Notice to
Members 00–33 (May 2000) (Callable Common
Stock).
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Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
3. NYSE Rule 409(f)
NYSE Rule 409(f) requires that
confirmation of all transactions in
securities admitted to dealings on the
NYSE—whether over-the-counter or on
an exchange—sent by members or
member organizations to their
customers, must clearly set forth with a
suitable legend the settlement date of
each transaction. The rule provides that
this requirement also applies to
confirmations or reports from an
organization to a correspondent, but
does not apply to reports made by floor
brokers to the member organization
from which the orders were received.
The rule further contains a general
cross-reference instructing members to
refer to Exchange Act Rule 10b–10.
srobinson on DSKHWCL6B1PROD with NOTICES
B. Proposal
As discussed in the Notice, the
proposed rule change would delete
current NASD Rule 2230 from the
FINRA rulebook and replace it with
proposed FINRA Rule 2232, which
would streamline and combine basic
customer confirmation requirements in
the NASD and NYSE Rules.
Specifically:
• Proposed FINRA Rule 2232 would
provide that confirmations must be
given or sent to customers in conformity
with the requirements of Exchange Act
Rule 10b–10. FINRA believes that
incorporating by reference the
requirements of Rule 10b–10, as
opposed to replicating Rule 10b–10’s
detailed requirements in FINRA’s rule,
would make the proposed rule clear and
serve the interests of regulatory
efficiency.
• The proposed rule change would
delete NASD IM–2110–6 from the
FINRA rulebook and transfer its
requirements to proposed FINRA Rule
2232. Proposed FINRA Rule 2232 would
expand the coverage of those
requirements to make clear that the
requirement to disclose that the security
is callable (and that further information
is available from the member) applies to
any callable equity security,17 not just
callable common stock. As stated in the
Notice, FINRA believes that, from the
standpoint of investor protection, this
change is necessary to ensure that the
rule covers, for instance, callable
preferred stock.18
17 Exchange Act Section 3(a)(11) defines the term
‘‘equity security’’ to include, among others, ‘‘any
stock or similar security.’’
18 As noted by FINRA in the Notice, Exchange Act
Rule 10b–10(a)(4) requires that, in the case of any
transaction in a debt security subject to redemption
before maturity, the confirmation must include a
statement to the effect that the debt security may
be redeemed in whole or in part before maturity,
that such a redemption could affect the yield
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17:00 Oct 26, 2010
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• The proposed rule would include
the requirement in NYSE Rule 409(f) to
disclose the settlement date of the
transaction, with two changes. First,
consistent with FINRA’s investor
protection mission, the requirement to
disclose the settlement date of the
transaction would include all
transactions in securities, not just
NYSE-listed securities. Second, because
the proposed rule would address
customer confirmations, the elements of
the NYSE rule addressing member-tomember communications would,
consistent with the parameters of
Exchange Act Rule 10b–10, be deleted.
FINRA will announce the
implementation date of the proposed
rule change in a Regulatory Notice to be
published no later than 90 days
following Commission approval. The
implementation date will be no later
than 240 days following Commission
approval.
III. Summary of Comment Letters and
FINRA’s Response
The Commission received three
comments on the proposed rule
change,19 all of which objected to the
settlement disclosure requirement of the
proposed rule, particularly with respect
to mutual fund and variable annuity
transactions. Among the reasons cited
for the objections were differences in
calculating settlement dates for mutual
fund purchases through a broker-dealer
versus those purchased through a
mutual fund’s underwriter.20 Another
commenter was of the view that variable
annuity transactions were not a ‘‘good
fit’’ because they do not settle like other
securities transactions.21 One
commenter also objected to the potential
costs associated with reprogramming
and testing automated confirmation
systems to include settlement date
information.22 This commenter also
made a number of procedural
objections.23 One commenter urged
FINRA to revise the proposed rule to
relieve broker-dealers from having to
represented and that additional information is
available upon request.
19 See supra note 4.
20 See ICI Letter.
21 See CAI Letter. This commenter further
indicated that variable annuity transactions require
the purchase or surrender of an insurance policy
and as such, could not settle the way that other
securities transactions settle.
22 See TIAA–CREF Letter. In particular, this
commenter stated that requiring the inclusion of the
settlement date in customer confirmations would
cost about $11 to 15 million dollars.
23 See TIAA–CREF Letter. In addition, this
commenter objected to FINRA not opening the
proposal to comment by FINRA members and
generally expressed its view that the proposal was
inconsistent with the requirements of Exchange Act
Rule 19b–4.
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Fmt 4703
Sfmt 4703
66175
disclose the settlement date when that
date is the same as the trade date, or
considering the settlement date
requirement to be satisfied if the trade
date on the confirmation is the same as
the settlement date.24 Another
commenter indicated that there should
be a two-year implementation timetable
if the rule change is adopted as
proposed.25
In its response, FINRA clarified that it
intended the settlement date provisions
to apply only to transactions in
traditional equity securities, whether
traded on an exchange or over-thecounter where, according to FINRA, the
disclosure of settlement date serves the
purposes of investor protection.26
FINRA filed Amendment No. 1 to clarify
this intent by limiting the settlement
date provisions of the proposed rule to
transactions in: (1) Any NMS stock as
defined in Rule 600 of Regulation
NMS; 27 and (2) any equity security
subject to the reporting requirements of
the FINRA Rule 6600 series, other than
direct participation programs as defined
in FINRA Rule 6642. FINRA stated that
it also made other minor changes to the
proposed rule in the interest of clarity.
FINRA also noted that with respect to
considering the implementation costs of
a proposed rule filing, in a selfregulatory organization rulemaking, the
appropriate standard, as stated in
Section 15A(b)(9) of the Exchange Act,
is that the rules do not impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Exchange Act.28
Moreover, FINRA tailors its proposed
rule changes as narrowly as possible to
achieve the intended and necessary
regulatory benefit. As stated in Item 4 of
the proposed rule change, FINRA 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. FINRA also noted
that, as required under Section 19(b)(1)
of the Exchange Act,29 it submitted to
the Commission a concise general
statement of the basis and purpose of
the proposed rule.30
IV. Discussion and Commission Finding
After carefully considering the
proposal, as amended by Amendment
No. 1, the comments, and FINRA’s
24 See
ICI Letter.
TIAA–CREF Letter.
26 See FINRA’s Response.
27 See 17 CFR 242.600.
28 This statement was confirmed in a telephone
conversation with Adam Arkel of FINRA on
October 19, 2010.
29 15 U.S.C. 78s(b)(1).
30 See supra note 28.
25 See
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srobinson on DSKHWCL6B1PROD with NOTICES
66176
Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
Response, the Commission finds that
the proposed rule change is consistent
with the requirements of the Exchange
Act, and the rules and regulations
thereunder that are applicable to
national securities associations.31 In
particular, the Commission believes the
proposed rule change is consistent with
the provisions of Section 15A(b)(6) of
the Exchange Act,32 which requires,
among other things, that FINRA rules
must be designed to prevent fraudulent
and manipulative acts and practices,
promote just and equitable principles of
trade, and in general, to protect
investors and the public interest. The
proposed rule change is consistent with
FINRA’s obligations under the Exchange
Act to protect investors and the public
interest because the proposed rule
streamlines the rules governing brokerdealers’ confirmation requirements by
cross-referencing Exchange Act Rule
10b–10 while maintaining the
additional disclosure requirements of
NASD IM–2110–6 (i.e., relating to
callable securities) and extending the
additional NYSE Rule 409(f)
requirements (i.e., relating to settlement
date) to a broader range of equity
securities.
The Commission believes that FINRA
has adequately addressed the concerns
raised by commenters with respect to
the application of the settlement date
provisions to mutual fund and variable
annuity transactions. In particular,
Amendment No. 1 limits the settlement
date disclosure requirement to
Regulation NMS stock and over-thecounter equity securities subject to the
FINRA Rule 6600 series. We also believe
that the proposed rule is consistent with
the public interest and the protection of
investors because information regarding
the callable status of a security is
generally a material fact for investors.
Indeed, callable securities can subject
investors to additional reinvestment risk
because investors may have less
attractive alternatives for reinvesting the
proceeds if the issuer calls the security
earlier than the investor’s intended sell
date, even when the security is called
away at a premium. In addition, the
disclosure of settlement date on a
confirmation is important for investors
because many of the rights and benefits
associated with the beneficial
ownership of a security do not confer
until settlement date.33 Finally, we note
31 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 17c(f).
32 15 U.S.C. 78o–3(b)(6).
33 For example, an investor may not be eligible for
dividend payments if the ex-dividend date falls
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that the Exchange Act does not require
a cost/benefit analysis with respect to
proposed self-regulatory organization
rules that are filed with, and approved
by, the Commission.
V. Accelerated Approval
The Commission finds good cause,
pursuant to Section 19(b)(2) of the
Exchange Act,34 for approving the
proposed rule change, as modified by
Amendment No. 1, prior to the 30th day
after publication of Amendment No. 1
in the Federal Register. The changes
proposed in Amendment No. 1 respond
to specific concerns raised by
commenters. In particular, Amendment
No. 1 will limit the application of the
settlement date provisions to
transactions in Regulation NMS
securities and to over-the-counter equity
securities subject to the reporting
requirements of the FINRA Rule 6600
series, other than direct participation
programs as defined in FINRA Rule
6642.
Accordingly, the Commission finds
that good cause exists to approve the
proposal, as modified by Amendment
No. 1, on an accelerated basis.
VI. 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–FINRA–2009–058 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–2009–058. 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 filings
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–2009–058 and
should be submitted on or before
November 17, 2010.
VII. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Exchange Act,35
that the proposed rule change (SR–
FINRA–2009–058), as modified by
Amendment No. 1, be, and hereby is,
approved on an accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.36
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–27145 Filed 10–26–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63158; File No. SR–Phlx–
2010–144]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Codify
Prices for Co-Location Services
October 21, 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 October
14, 2010, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
35 15
between the transaction date and the settlement
date.
34 15 U.S.C. 78s(b)(2).
PO 00000
Frm 00117
Fmt 4703
Sfmt 4703
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
36 17
E:\FR\FM\27OCN1.SGM
27OCN1
Agencies
[Federal Register Volume 75, Number 207 (Wednesday, October 27, 2010)]
[Notices]
[Pages 66173-66176]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-27145]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63150; File No. SR-FINRA-2009-058]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing of Amendment No. 1 to a Proposed Rule
Change and Order Granting Accelerated Approval of Proposed Rule Change,
as Modified by Amendment No. 1, To Adopt FINRA Rule 2232 (Customer
Confirmations) in the Consolidated FINRA Rulebook and To Delete NASD
Rule 2230, NASD IM-2110-6 and Incorporated NYSE Rule 409(f)
October 21, 2010.
I. Introduction
On August 24, 2009, the Financial Industry Regulatory Authority,
Inc. (``FINRA'') (f/k/a National Association of Securities Dealers,
Inc. (``NASD'')) filed with the Securities and Exchange Commission
(``SEC'' or ``Commission''), pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (``Exchange Act'' or ``Act'') \1\ and
Rule 19b-4 thereunder,\2\ a proposed rule change to adopt FINRA Rule
2232 (Customer Confirmations) in the
[[Page 66174]]
consolidated FINRA rulebook and to delete NASD Rule 2230, NASD IM-2110-
6 and Incorporated NYSE Rule 409(f). The proposed rule change was
published for comment in the Federal Register on September 21, 2009.\3\
The Commission received three comments in response to the proposed rule
change.\4\ On September 16, 2010, FINRA responded to the comments \5\
and filed Amendment No. 1 to the proposed rule change.\6\ The
Commission is publishing this notice and order to solicit comments on
Amendment No. 1 and to approve the proposed rule change, as modified by
Amendment No. 1, on an accelerated basis.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 60669 (September 14,
2009), 74 FR 48107 (September 21, 2009) (``Notice'').
\4\ See letter from Tamara K. Salmon, Senior Associate Counsel,
Investment Company Institute (``ICI''), dated October 9, 2010 (``ICI
Letter''); letter from Jonathan Feigelson, Senior Vice President,
General Counsel, TIAA-CREF, dated October 13, 2009 (``TIAA-CREF
Letter''); and letter from Clifford E. Kirsch and Susan S. Krawcyzk,
Sutherland Asbill & Brennan on behalf of the Committee of Annuity
Insurers (``CAI''), dated October 13, 2009 (``CAI Letter'').
\5\ See letter from Adam H. Arkel, Assistant General Counsel,
FINRA, dated September 16, 2010 (``FINRA's Response'').
\6\ See Amendment No. 1 dated September 16, 2010 (``Amendment
No. 1''). The text of Amendment No. 1 is available on FINRA's Web
site at https://www.finra.org/, at the principal office of FINRA, and
on the Commission's Internet Web site (https://sec.gov/rules/sro.shtml).
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
As part of the process of developing a new Consolidated FINRA
Rulebook,\7\ FINRA proposed to adopt a new, consolidated customer
confirmation rule by adopting FINRA Rule 2232 (Customer Confirmations)
and deleting NASD Rule 2230, NASD IM-2110-6 and NYSE Rule 409(f).\8\
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\7\ The current FINRA rulebook consists of: (1) FINRA Rules; (2)
NASD Rules; and (3) rules incorporated from NYSE (``Incorporated
NYSE Rules'') (together, the NASD Rules and Incorporated NYSE Rules
are referred to as the ``Transitional Rulebook''). While the NASD
Rules generally apply to all FINRA members, the Incorporated NYSE
Rules apply only to those members of FINRA that are also members of
the NYSE (``Dual Members''). The FINRA Rules apply to all FINRA
member firms, unless such rules have a more limited application by
their terms. For more information about the rulebook consolidation
process, see Information Notice, March 12, 2008 (Rulebook
Consolidation Process).
\8\ For convenience, the Incorporated NYSE Rules are referred to
as the ``NYSE Rules.''
---------------------------------------------------------------------------
A. Background
NASD and NYSE rules set forth certain basic requirements with
respect to confirmations of transactions with customers.\9\
---------------------------------------------------------------------------
\9\ The proposed rule change addresses basic customer
confirmation requirements. FINRA rules separately set forth
confirmation requirements that are specific to certain types of
financial products, such as the requirements set forth in FINRA Rule
2360 (adopted as part of FINRA's set of consolidated rules
addressing index warrants, options and security futures). See
Securities Exchange Act Release No. 58932 (November 12, 2008), 73 FR
69696 (November 19, 2008) (Approval Order).
---------------------------------------------------------------------------
1. NASD Rule 2230
NASD Rule 2230 provides that a member, at or before the completion
of each transaction \10\ with a customer shall, give or send to the
customer written notification (i.e., confirmation) disclosing: (a)
Whether the member is acting as a broker for the customer, as a dealer
for its own account, as a broker for some other person, or as a broker
for both the customer and some other person; and (b) in any case in
which the member is acting as a broker for the customer or for both the
customer and some other person, either the name of the person from whom
the security was purchased or to whom it was sold for the customer and
the date and time when the transaction took place or the fact that such
information will be furnished upon the request of the customer, and the
source and amount of any commission or other remuneration received or
to be received by the member in connection with the transaction.
---------------------------------------------------------------------------
\10\ Exchange Act Rule 10b-10(d)(2) states that the term
``completion of the transaction'' has the meaning set forth in
Exchange Act Rule 15c1-1. The Rule 15c1-1 definition of ``completion
of the transaction'' depends on whether the customer is purchasing
or selling the security, the time when payment is made and the
status of the custody/delivery of the security.
---------------------------------------------------------------------------
When NASD Rule 2230 was adopted in 1939 \11\ its requirements
essentially duplicated those set forth in Exchange Act Rule 15c1-4 as
originally adopted by the Commission. The primary difference between
the two rules was that the scope of Rule 15c1-4 was restricted to over-
the-counter transactions while the NASD rule by its terms extended to
all member transactions with customers.\12\ In 1977, the Commission
rescinded Rule 15c1-4 and adopted Exchange Act Rule 10b-10, indicating
that it would apply ``regardless of the manner in which a broker-dealer
conducts its business or the marketplace where transactions are
effected.'' \13\ Since then, the Commission has amended Rule 10b-10
several times.\14\
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\11\ NASD Rule 2230, formerly designated as Section 12 of the
NASD Rules of Fair Practice, was adopted as part of FINRA's original
rulebook. See Certificate of Incorporation and By-Laws, Rules of
Fair Practice and Code of Procedure for Handling Trade Practice
Complaints of National Association of Securities Dealers, Inc.
(August 8, 1939).
\12\ See Securities Exchange Act Release No. 1330 (August 4,
1937).
\13\ See Securities Exchange Act Release No. 13508 (May 5, 1977)
(Securities Confirmations: Final Rule).
\14\ See, e.g., Securities Exchange Act Release No. 19687 (April
18, 1983), 48 FR 17583 (April 25, 1983) (Securities Confirmations:
Final Rule Amendments) (requiring, among things, disclosure to
investors of certain yield and call feature information in
connection with transactions in debt securities); Securities
Exchange Act Release No. 34962 (November 10, 1994), 59 FR 59612
(November 17, 1994) (Confirmation of Transactions: Final Rule
Amendments) (generally requiring, among other things, disclosure if
a debt security is not rated by a nationally recognized statistical
rating organization, disclosure if a broker-dealer is not a member
of the Securities Investor Protection Corporation, and disclosure
with respect to the availability of information with respect to
transactions in collateralized debt securities); Securities Exchange
Act Release No. 46471 (September 6, 2002), 67 FR 58302 (September
13, 2002) (Confirmation Requirements for Transactions of Security
Futures Products Effected in Futures Accounts: Final Rule
Amendments) (adopting, among others, requirements regarding
transactions in securities futures products); Securities Exchange
Act Release No. 51808 (June 9, 2005), 70 FR 37496 (June 29, 2005)
(Regulation NMS: Final Rules and Amendments) (making conforming
amendments to Rule 10b-10 in connection with the adoption of
Regulation NMS).
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2. NASD IM-2110-6
NASD IM-2110-6 requires that any member providing a customer
confirmation pursuant to Exchange Act Rule 10b-10 in connection with
any transaction in callable common stock \15\ must disclose on the
confirmation that the security is callable common stock and that a
customer may contact the member for more information concerning the
security.
---------------------------------------------------------------------------
\15\ Callable common stock is stock that is subject to being
called away from a shareholder, either by the issuer or by a third
party.
---------------------------------------------------------------------------
When IM-2110-6 was adopted in 2000, FINRA noted that an investor
purchasing callable common stock is subject to unique risks not
typically associated with ownership of common stock, even when such
stock is called away at a premium.\16\ FINRA also stated that the
ability of an issuer's common stock to be called away from a
shareholder generally is a material fact to an investor. Accordingly,
in adopting the IM, FINRA stated that high standards of commercial
honor and just and equitable principles of trade would require members
to provide the disclosures as set forth in the IM. FINRA further
emphasized that the disclosure of the call feature on the confirmation
in no way relieves a member of its obligation to consider the callable
nature of the security when complying with any applicable suitability
obligations.
---------------------------------------------------------------------------
\16\ See Securities Exchange Act Release No. 42761 (May 5,
2000), 65 FR 30459 (May 11, 2000) (Approval Order). See also NASD
Notice to Members 00-33 (May 2000) (Callable Common Stock).
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[[Page 66175]]
3. NYSE Rule 409(f)
NYSE Rule 409(f) requires that confirmation of all transactions in
securities admitted to dealings on the NYSE--whether over-the-counter
or on an exchange--sent by members or member organizations to their
customers, must clearly set forth with a suitable legend the settlement
date of each transaction. The rule provides that this requirement also
applies to confirmations or reports from an organization to a
correspondent, but does not apply to reports made by floor brokers to
the member organization from which the orders were received. The rule
further contains a general cross-reference instructing members to refer
to Exchange Act Rule 10b-10.
B. Proposal
As discussed in the Notice, the proposed rule change would delete
current NASD Rule 2230 from the FINRA rulebook and replace it with
proposed FINRA Rule 2232, which would streamline and combine basic
customer confirmation requirements in the NASD and NYSE Rules.
Specifically:
Proposed FINRA Rule 2232 would provide that confirmations
must be given or sent to customers in conformity with the requirements
of Exchange Act Rule 10b-10. FINRA believes that incorporating by
reference the requirements of Rule 10b-10, as opposed to replicating
Rule 10b-10's detailed requirements in FINRA's rule, would make the
proposed rule clear and serve the interests of regulatory efficiency.
The proposed rule change would delete NASD IM-2110-6 from
the FINRA rulebook and transfer its requirements to proposed FINRA Rule
2232. Proposed FINRA Rule 2232 would expand the coverage of those
requirements to make clear that the requirement to disclose that the
security is callable (and that further information is available from
the member) applies to any callable equity security,\17\ not just
callable common stock. As stated in the Notice, FINRA believes that,
from the standpoint of investor protection, this change is necessary to
ensure that the rule covers, for instance, callable preferred
stock.\18\
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\17\ Exchange Act Section 3(a)(11) defines the term ``equity
security'' to include, among others, ``any stock or similar
security.''
\18\ As noted by FINRA in the Notice, Exchange Act Rule 10b-
10(a)(4) requires that, in the case of any transaction in a debt
security subject to redemption before maturity, the confirmation
must include a statement to the effect that the debt security may be
redeemed in whole or in part before maturity, that such a redemption
could affect the yield represented and that additional information
is available upon request.
---------------------------------------------------------------------------
The proposed rule would include the requirement in NYSE
Rule 409(f) to disclose the settlement date of the transaction, with
two changes. First, consistent with FINRA's investor protection
mission, the requirement to disclose the settlement date of the
transaction would include all transactions in securities, not just
NYSE-listed securities. Second, because the proposed rule would address
customer confirmations, the elements of the NYSE rule addressing
member-to-member communications would, consistent with the parameters
of Exchange Act Rule 10b-10, be deleted.
FINRA will announce the implementation date of the proposed rule
change in a Regulatory Notice to be published no later than 90 days
following Commission approval. The implementation date will be no later
than 240 days following Commission approval.
III. Summary of Comment Letters and FINRA's Response
The Commission received three comments on the proposed rule
change,\19\ all of which objected to the settlement disclosure
requirement of the proposed rule, particularly with respect to mutual
fund and variable annuity transactions. Among the reasons cited for the
objections were differences in calculating settlement dates for mutual
fund purchases through a broker-dealer versus those purchased through a
mutual fund's underwriter.\20\ Another commenter was of the view that
variable annuity transactions were not a ``good fit'' because they do
not settle like other securities transactions.\21\ One commenter also
objected to the potential costs associated with reprogramming and
testing automated confirmation systems to include settlement date
information.\22\ This commenter also made a number of procedural
objections.\23\ One commenter urged FINRA to revise the proposed rule
to relieve broker-dealers from having to disclose the settlement date
when that date is the same as the trade date, or considering the
settlement date requirement to be satisfied if the trade date on the
confirmation is the same as the settlement date.\24\ Another commenter
indicated that there should be a two-year implementation timetable if
the rule change is adopted as proposed.\25\
---------------------------------------------------------------------------
\19\ See supra note 4.
\20\ See ICI Letter.
\21\ See CAI Letter. This commenter further indicated that
variable annuity transactions require the purchase or surrender of
an insurance policy and as such, could not settle the way that other
securities transactions settle.
\22\ See TIAA-CREF Letter. In particular, this commenter stated
that requiring the inclusion of the settlement date in customer
confirmations would cost about $11 to 15 million dollars.
\23\ See TIAA-CREF Letter. In addition, this commenter objected
to FINRA not opening the proposal to comment by FINRA members and
generally expressed its view that the proposal was inconsistent with
the requirements of Exchange Act Rule 19b-4.
\24\ See ICI Letter.
\25\ See TIAA-CREF Letter.
---------------------------------------------------------------------------
In its response, FINRA clarified that it intended the settlement
date provisions to apply only to transactions in traditional equity
securities, whether traded on an exchange or over-the-counter where,
according to FINRA, the disclosure of settlement date serves the
purposes of investor protection.\26\ FINRA filed Amendment No. 1 to
clarify this intent by limiting the settlement date provisions of the
proposed rule to transactions in: (1) Any NMS stock as defined in Rule
600 of Regulation NMS; \27\ and (2) any equity security subject to the
reporting requirements of the FINRA Rule 6600 series, other than direct
participation programs as defined in FINRA Rule 6642. FINRA stated that
it also made other minor changes to the proposed rule in the interest
of clarity.
---------------------------------------------------------------------------
\26\ See FINRA's Response.
\27\ See 17 CFR 242.600.
---------------------------------------------------------------------------
FINRA also noted that with respect to considering the
implementation costs of a proposed rule filing, in a self-regulatory
organization rulemaking, the appropriate standard, as stated in Section
15A(b)(9) of the Exchange Act, is that the rules do not impose any
burden on competition not necessary or appropriate in furtherance of
the purposes of the Exchange Act.\28\ Moreover, FINRA tailors its
proposed rule changes as narrowly as possible to achieve the intended
and necessary regulatory benefit. As stated in Item 4 of the proposed
rule change, FINRA 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. FINRA also noted
that, as required under Section 19(b)(1) of the Exchange Act,\29\ it
submitted to the Commission a concise general statement of the basis
and purpose of the proposed rule.\30\
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\28\ This statement was confirmed in a telephone conversation
with Adam Arkel of FINRA on October 19, 2010.
\29\ 15 U.S.C. 78s(b)(1).
\30\ See supra note 28.
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IV. Discussion and Commission Finding
After carefully considering the proposal, as amended by Amendment
No. 1, the comments, and FINRA's
[[Page 66176]]
Response, the Commission finds that the proposed rule change is
consistent with the requirements of the Exchange Act, and the rules and
regulations thereunder that are applicable to national securities
associations.\31\ In particular, the Commission believes the proposed
rule change is consistent with the provisions of Section 15A(b)(6) of
the Exchange Act,\32\ which requires, among other things, that FINRA
rules must be designed to prevent fraudulent and manipulative acts and
practices, promote just and equitable principles of trade, and in
general, to protect investors and the public interest. The proposed
rule change is consistent with FINRA's obligations under the Exchange
Act to protect investors and the public interest because the proposed
rule streamlines the rules governing broker-dealers' confirmation
requirements by cross-referencing Exchange Act Rule 10b-10 while
maintaining the additional disclosure requirements of NASD IM-2110-6
(i.e., relating to callable securities) and extending the additional
NYSE Rule 409(f) requirements (i.e., relating to settlement date) to a
broader range of equity securities.
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\31\ In approving this proposal, the Commission has considered
the proposed rule's impact on efficiency, competition, and capital
formation. See 15 U.S.C. 17c(f).
\32\ 15 U.S.C. 78o-3(b)(6).
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The Commission believes that FINRA has adequately addressed the
concerns raised by commenters with respect to the application of the
settlement date provisions to mutual fund and variable annuity
transactions. In particular, Amendment No. 1 limits the settlement date
disclosure requirement to Regulation NMS stock and over-the-counter
equity securities subject to the FINRA Rule 6600 series. We also
believe that the proposed rule is consistent with the public interest
and the protection of investors because information regarding the
callable status of a security is generally a material fact for
investors. Indeed, callable securities can subject investors to
additional reinvestment risk because investors may have less attractive
alternatives for reinvesting the proceeds if the issuer calls the
security earlier than the investor's intended sell date, even when the
security is called away at a premium. In addition, the disclosure of
settlement date on a confirmation is important for investors because
many of the rights and benefits associated with the beneficial
ownership of a security do not confer until settlement date.\33\
Finally, we note that the Exchange Act does not require a cost/benefit
analysis with respect to proposed self-regulatory organization rules
that are filed with, and approved by, the Commission.
---------------------------------------------------------------------------
\33\ For example, an investor may not be eligible for dividend
payments if the ex-dividend date falls between the transaction date
and the settlement date.
---------------------------------------------------------------------------
V. Accelerated Approval
The Commission finds good cause, pursuant to Section 19(b)(2) of
the Exchange Act,\34\ for approving the proposed rule change, as
modified by Amendment No. 1, prior to the 30th day after publication of
Amendment No. 1 in the Federal Register. The changes proposed in
Amendment No. 1 respond to specific concerns raised by commenters. In
particular, Amendment No. 1 will limit the application of the
settlement date provisions to transactions in Regulation NMS securities
and to over-the-counter equity securities subject to the reporting
requirements of the FINRA Rule 6600 series, other than direct
participation programs as defined in FINRA Rule 6642.
---------------------------------------------------------------------------
\34\ 15 U.S.C. 78s(b)(2).
---------------------------------------------------------------------------
Accordingly, the Commission finds that good cause exists to approve
the proposal, as modified by Amendment No. 1, on an accelerated basis.
VI. 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-FINRA-2009-058 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-2009-058. 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 filings 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-2009-058
and should be submitted on or before November 17, 2010.
VII. Conclusion
It is therefore ordered, pursuant to section 19(b)(2) of the
Exchange Act,\35\ that the proposed rule change (SR-FINRA-2009-058), as
modified by Amendment No. 1, be, and hereby is, approved on an
accelerated basis.
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\35\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\36\
---------------------------------------------------------------------------
\36\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-27145 Filed 10-26-10; 8:45 am]
BILLING CODE 8011-01-P