Self-Regulatory Organizations; National Securities Clearing Corporation; Notice of Filing of Proposed Rule Change Relating to the Insurance and Retirement Processing Services To Incorporate a New Analytics Reporting Service, 82115-82117 [2010-32787]
Download as PDF
Federal Register / Vol. 75, No. 249 / Wednesday, December 29, 2010 / Notices
settlement of securities transactions.23
With the rule change modifying and
enhancing the RECAPS to establish the
OW service, NSCC will provide for
greater efficiency and transparency with
respect to securities transactions
obligations processed through the OW.
Furthermore, the modifications and
enhancements will allow NSCC to
improve its service by providing prompt
and automated confirmation,
comparison, and tracking of fail
transactions.24
Accordingly, for the reasons stated
above the Commission believes that the
rule change is consistent with NSCC’s
obligation under Section 17A of the
Exchange Act, as amended, and the
rules and regulations thereunder.
(‘‘NSCC’’) 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 NSCC.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and in
particular with the requirements of
Section 17A of the Act and the rules and
regulations thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule change (File No. SR–
NSCC–2010–11) be and hereby is
approved.
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.25
Florence E. Harmon,
Deputy Secretary.
II. Self-Regulatory Organization’s
Statement of Purpose of, and Statutory
Basis for, the Proposed Rule Change
In its filing with the Commission,
NSCC 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. NSCC 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 Purpose of, and Statutory
Basis for, the Proposed Rule Change
[FR Doc. 2010–32730 Filed 12–28–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63604; File No. SR–NSCC–
2010–18]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing of
Proposed Rule Change Relating to the
Insurance and Retirement Processing
Services To Incorporate a New
Analytics Reporting Service
srobinson on DSKHWCL6B1PROD with NOTICES
December 23, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 notice is hereby given that on
December 10, 2010, the National
Securities Clearing Corporation
23 15
U.S.C. 78q–1(b)(3)(F).
approving the proposed rule change, the
Commission has considered its impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
25 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
24 In
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I. Self-Regulatory Organization’s
Statement of Terms of Substance of the
Proposed Rule Change
NSCC is proposing to expand its
Insurance and Retirement Processing
Service (‘‘IPS’’) by providing a new
Analytics Reporting Service in order to
provide greater transparency to the
insurance market.
1. Background
Currently, service providers that make
insurance information available to the
insurance industry generally utilize a
combination of publicly accessible
financial information, responses
provided by market participants to
optional surveys, and proprietary
analytical tools. These services also rank
the various market participants and
products in the insurance market to
provide relative rankings by revenue or
other criteria. Reliance on survey results
and the aggregation and analysis of
those results often makes the
information several months old by the
time it is distributed to subscribers.
2. Proposed Amendments
NSCC proposes to add a new Section
12 to NSCC Rule 57 to provide an
Analytics Reporting Service.2 The
Analytics Reporting Service would use
actual transaction information currently
used by NSCC in processing IPS
transactions rather than survey results.
2 The text of proposed new Section 12 to NSCC
Rule 57 can be viewed at https://www.dtcc.com/
downloads/legal/rule_filings/2010/nscc/201018.pdf.
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82115
NSCC believes that this would allow IPS
to provide more efficient, cost-effective,
and timely benchmarking and other
market information about the insurance
market. The Analytics Reporting Service
would assist NSCC Members and
Limited Members in better
understanding their business and the
broader market for insurance products;
would help them to better understand
investor needs; would support the
efficient development of products that
meet investor needs; and would assist
them in making decisions related to
sales, marketing, and product
development.
3. Overview
The Analytics Reporting Service
would provide NSCC Members and
Limited Members with the ability to
perform market analysis based on IPS
data. This market analysis (commonly
referred to as ‘‘benchmarking’’) would
allow users of this service to obtain and
compare aggregated data from different
perspectives including, but not limited
to, geographic location, type of
transaction, and other criteria that NSCC
and the NSCC Members and Limited
Members determine to be most useful.
The benchmarking portion of the service
would provide information on an
aggregate basis and would not reveal the
confidential or proprietary information
of any NSCC Member or Limited
Member. The service would permit
NSCC Members and Limited Members
to monitor and to analyze their business
through benchmarking relative
performance by comparing their own
transactional information against the
overall market’s and by conducting
market research and analyzing market
trends.
Additionally, NSCC would provide
information that attributes aggregated
transaction information to specific
NSCC Members and Limited Members
for the purposes of providing a relative
ranking of products and market
participants (i.e., league tables). This
aspect of the Analytics Reporting
Service would allow NSCC Members
and Limited Members to conduct peer
analysis and to understand their
performance relative to other NSCC
Members or Limited Members.
Although service providers already
provide league tables on the basis of
surveys and other tools, this information
may be considered confidential or
proprietary information by NSCC or the
individual NSCC Members or Limited
Members to which it pertains.
NSCC would offer the Analytics
Reporting Service through a proprietary
online service.
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82116
Federal Register / Vol. 75, No. 249 / Wednesday, December 29, 2010 / Notices
4. NSCC’s Right to Release Clearing Data
‘‘Clearing Data’’ as defined in NSCC’s
Rule 49 includes data received by NSCC
for inclusion in the clearance and
settlement process of NSCC or such
data, reports, or summaries produced as
a result of NSCC processing such
transaction data. Rule 49 generally
prohibits the release of Clearing Data
relating to a transaction to parties other
than the NSCC Members or Limited
Members that are involved in the
transaction.
The use of IPS-related Clearing Data
as part of the Analytics Reporting
Service for purposes of providing
benchmarking data does not violate this
general prohibition of Rule 49. Rule 49
explicitly permits NSCC to utilize
Clearing Data in a form that prevents the
disclosure of proprietary or confidential
financial, operational, or trading data of
a particular NSCC Member or Limited
Member. Thus, Rule 49 permits the
sharing of cleansed or aggregate
reporting of transaction information or
Clearing Data. The Analytics Reporting
Service would utilize Clearing Data for
benchmarking purposes in a manner
that is consistent with existing NSCC
rules because it would provide only
cleansed or aggregated reporting data
that would not reveal the proprietary or
confidential information of any NSCC
Member or Limited Member.
Because the league tables that provide
a relative ranking of NSCC Members and
Limited Members and their products
may be considered by some NSCC
Members and Limited Members to be
the release of confidential or proprietary
information, NSCC is providing notice
of its intent to release this data in
accordance with NSCC Rule 49(c).
NSCC Rule 49(c) provides that an NSCC
Member or Limited Member may
request the release of any Clearing Data
whose release is not otherwise
permitted under Rule 49 either in
writing or by written agreement. NSCC
intends this proposed rule change and
the addition of the Analytics Reporting
Service to serve as the written
agreement providing for the release of
the Clearing Data under Rule 49(c).
NSCC believes that this proposed rule
change, the amendment to its rules, and
NSCC’s Important Notice to NSCC
Members and Limited Members 3 (a
notice issued to NSCC Members and
Limited Members in relation to every
rule filing submitted to the Commission
by NSCC) provides NSCC Members and
Limited Members with reasonable and
3 NSCC Important Notices are notices issued to
NSCC Members and Limited Members in relation
to, among other things, every rule filing submitted
to the Commission by NSCC.
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02:10 Dec 29, 2010
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sufficient notice of its intent to
distribute cleansed and aggregated IPS
related Clearing Data.
5. Right to Opt-Out
Due to potential concerns that the
attribution of aggregated transactions to
specific NSCC Members and Limited
Members within league tables may
potentially reveal confidential data,
NSCC Members and Limited Members
that utilize IPS (‘‘IPS Members’’) would
be able to request that NSCC not
attribute and not include their
respective transaction information with
respect to league tables in the Analytics
Reporting Service. That is, they may
‘‘opt-out.’’ By opting-out, the IPS
Member would prohibit NSCC from
associating their transactions in any
discernible manner (e.g., listing the IPS
Member in a league table). However,
opting-out would not prohibit NSCC
from including the information for
purposes of describing the market in a
particular geographic location or in
accordance with other criteria that does
not identify a specific IPS Member for
purposes of benchmarking. This opt-out
provision would provide an IPS
Member with the ability to prevent
disclosure of potentially confidential or
proprietary information attributable to
its activity, just as it may prevent the
disclosure of its individual transactions.
Yet, it would not prevent NSCC from
providing the marketplace with useful
information regarding the overall
insurance market.
In order to opt-out of the Analytics
Reporting Service prior to the service
becoming available, IPS Members would
have to notify NSCC in writing during
the initial ninety (90) day opt-out
period. NSCC would announce the
beginning of this ninety (90) day period
through an Important Notice. A new IPS
Member would be allowed to opt-out by
providing NSCC with written notice of
their election to opt-out at any time
prior to account activation. Once the
Analytics Reporting Service commences
to include the information of an IPS
Member, the IPS Member would be
allowed to opt-out by providing NSCC
with thirty (30) days’ written notice.
By opting-out, the IPS Member would
authorize NSCC to disclose that the
league tables and other information that
compares IPS Members and their
insurance products do not include
information from that IPS Member. This
would clarify the content of the
benchmarking data that NSCC would
provide.
Finally, an IPS Member that opts-out
would forfeit any portion of NSCC’s
annual refund, if any, that is directly
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Fmt 4703
Sfmt 4703
attributable to the revenue generated by
the Analytics Reporting Service.
6. Prohibiting Disclosures Prior to
Earnings Reports
The Analytics Reporting Service
would allow IPS Members to prevent
the disclosure or attribution of
transactions to a specific IPS Member in
order to permit compliance with the
laws and regulations governing
disclosure of such information prior to
earnings reporting. Based on
discussions with IPS Members, NSCC
has established a policy that applies an
embargo period of sixty (60) days after
the end of the first, second, and third
calendar quarters and ninety (90) days
after the end of the calendar year.
7. Fees
NSCC intends to propose fees for the
Analytics Reporting Service in a
subsequent proposed rule filing. Until
then, NSCC Members and Limited
Members would be able to use the
Analytics Reporting Service without any
additional charge to the current
Financial Activity Reporting fees.
Parties that are not NSCC Members or
Limited Members would not be able to
use the Analytics Reporting Service
until appropriate fees for non-members
have become effective.
NSCC states that the proposed change
will permit NSCC Members and Limited
Members to enhance their monitoring
and analysis of their respective
businesses. NSCC further states that the
proposed rule change is consistent with
the requirements set forth under Section
17A of the Act 4 that require the rules of
a clearing agency be designed to foster
cooperation and coordination with
persons engaged in the clearance and
settlement of securities transactions, to
remove impediments to and perfect the
mechanism of a national system for the
prompt and accurate clearance and
settlement of securities transactions,
and, in general, to protect investors and
the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NSCC does not believe that the
proposed rule change will have any
impact or impose any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act.
4 15
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U.S.C. 78q–1.
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Federal Register / Vol. 75, No. 249 / Wednesday, December 29, 2010 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
NSCC has not solicited and does not
intend to solicit comments regarding
this proposed rule change. NSCC has
not received any unsolicited written
comments from members or other
interested parties. However, NSCC has
worked with NSCC Members and
Limited Members in designing this
service.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
such proposed rule change or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
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 NSCC’s principal office and
NSCC’s Web site (https://www.dtcc.com/
legal/rule_filings/nscc/2010.php). 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–NSCC–2010–18 and should be
submitted by January 19, 2011.
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.5
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–32787 Filed 12–28–10; 8:45 am]
BILLING CODE 8011–01–P
srobinson on DSKHWCL6B1PROD with NOTICES
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 may be
submitted by using the Commission’s
Internet comment form (https://
www.sec.gov/rules/sro.shtml), or send
an e-mail to rule-comment@sec.gov.
Please include File No. SR–NSCC–
2010–18 on the subject line.
• Paper comments should be sent in
triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange
Commission, 100 F Street, NE.,
Washington DC 20549–1090.
All submissions should refer to File No.
SR–NSCC–2010–18. 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
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02:10 Dec 29, 2010
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63601; File No.
SR–NYSEAmex–2010–124]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NYSE
Amex LLC Extending the Operation of
the Pilot Program That Allows Nasdaq
Stock Market Securities to be Traded
on the Exchange Pursuant to a Grant
of Unlisted Trading Privileges
December 22, 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 December
20, 2010, NYSE Amex LLC (the
‘‘Exchange’’ or ‘‘NYSE Amex’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II 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.
5 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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82117
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Amex Equities Rule 500 to extend
the operation of the pilot program that
allows Nasdaq Stock Market (‘‘Nasdaq’’)
securities to be traded on the Exchange
pursuant to a grant of unlisted trading
privileges. The pilot is currently
scheduled to expire on January 31,
2011; the Exchange proposes to extend
it until the earlier of Securities and
Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) approval to make such
pilot permanent or August 1, 2011. The
text of the proposed rule change is
available at the principal office of the
Exchange, on the Commission’s Web
site at https://www.sec.gov, at the
Commission’s Public Reference Room,
and https://www.nyse.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those 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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NYSE Amex Equities Rules 500–525,
as a pilot program, govern the trading of
any Nasdaq-listed security on the
Exchange pursuant to unlisted trading
privileges (‘‘UTP Pilot Program’’).3 The
Exchange hereby seeks to extend the
operation of the UTP Pilot Program,
currently scheduled to expire on
January 31, 2011, until the earlier of
3 See Securities Exchange Act Release No. 62479
(July 9, 2010), 75 FR 41264 (July 15, 2010) (SR–
NYSEAmex–2010–31) (Notice of Filing of
Amendment Nos. 2 and 3, and Order Granting
Accelerated Approval to a Proposed Rule Change,
as Modified by Amendment Nos. 1, 2, and 3
Thereto, To Adopt as a Pilot Program a New Rule
Series for the Trading of Securities Listed on the
Nasdaq Stock Market Pursuant to Unlisted Trading
Privileges). See also Securities Exchange Act
Release No. 62857 (September 7, 2010), 75 FR
55837 (September 14, 2010) (SR–NYSEAmex–2010–
89) (Notice of Filing and Immediate Effectiveness of
Proposed Rule Change To Extend the Pilot Program
That Allows Nasdaq Stock Market Securities To Be
Traded on the Exchange Pursuant to UTP).
E:\FR\FM\29DEN1.SGM
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Agencies
[Federal Register Volume 75, Number 249 (Wednesday, December 29, 2010)]
[Notices]
[Pages 82115-82117]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-32787]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63604; File No. SR-NSCC-2010-18]
Self-Regulatory Organizations; National Securities Clearing
Corporation; Notice of Filing of Proposed Rule Change Relating to the
Insurance and Retirement Processing Services To Incorporate a New
Analytics Reporting Service
December 23, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ notice is hereby given that on December 10, 2010, the
National Securities Clearing Corporation (``NSCC'') 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 NSCC. 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).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of Terms of Substance of
the Proposed Rule Change
NSCC is proposing to expand its Insurance and Retirement Processing
Service (``IPS'') by providing a new Analytics Reporting Service in
order to provide greater transparency to the insurance market.
II. Self-Regulatory Organization's Statement of Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, NSCC 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. NSCC 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 Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Background
Currently, service providers that make insurance information
available to the insurance industry generally utilize a combination of
publicly accessible financial information, responses provided by market
participants to optional surveys, and proprietary analytical tools.
These services also rank the various market participants and products
in the insurance market to provide relative rankings by revenue or
other criteria. Reliance on survey results and the aggregation and
analysis of those results often makes the information several months
old by the time it is distributed to subscribers.
2. Proposed Amendments
NSCC proposes to add a new Section 12 to NSCC Rule 57 to provide an
Analytics Reporting Service.\2\ The Analytics Reporting Service would
use actual transaction information currently used by NSCC in processing
IPS transactions rather than survey results. NSCC believes that this
would allow IPS to provide more efficient, cost-effective, and timely
benchmarking and other market information about the insurance market.
The Analytics Reporting Service would assist NSCC Members and Limited
Members in better understanding their business and the broader market
for insurance products; would help them to better understand investor
needs; would support the efficient development of products that meet
investor needs; and would assist them in making decisions related to
sales, marketing, and product development.
---------------------------------------------------------------------------
\2\ The text of proposed new Section 12 to NSCC Rule 57 can be
viewed at https://www.dtcc.com/downloads/legal/rule_filings/2010/nscc/2010-18.pdf.
---------------------------------------------------------------------------
3. Overview
The Analytics Reporting Service would provide NSCC Members and
Limited Members with the ability to perform market analysis based on
IPS data. This market analysis (commonly referred to as
``benchmarking'') would allow users of this service to obtain and
compare aggregated data from different perspectives including, but not
limited to, geographic location, type of transaction, and other
criteria that NSCC and the NSCC Members and Limited Members determine
to be most useful. The benchmarking portion of the service would
provide information on an aggregate basis and would not reveal the
confidential or proprietary information of any NSCC Member or Limited
Member. The service would permit NSCC Members and Limited Members to
monitor and to analyze their business through benchmarking relative
performance by comparing their own transactional information against
the overall market's and by conducting market research and analyzing
market trends.
Additionally, NSCC would provide information that attributes
aggregated transaction information to specific NSCC Members and Limited
Members for the purposes of providing a relative ranking of products
and market participants (i.e., league tables). This aspect of the
Analytics Reporting Service would allow NSCC Members and Limited
Members to conduct peer analysis and to understand their performance
relative to other NSCC Members or Limited Members. Although service
providers already provide league tables on the basis of surveys and
other tools, this information may be considered confidential or
proprietary information by NSCC or the individual NSCC Members or
Limited Members to which it pertains.
NSCC would offer the Analytics Reporting Service through a
proprietary online service.
[[Page 82116]]
4. NSCC's Right to Release Clearing Data
``Clearing Data'' as defined in NSCC's Rule 49 includes data
received by NSCC for inclusion in the clearance and settlement process
of NSCC or such data, reports, or summaries produced as a result of
NSCC processing such transaction data. Rule 49 generally prohibits the
release of Clearing Data relating to a transaction to parties other
than the NSCC Members or Limited Members that are involved in the
transaction.
The use of IPS-related Clearing Data as part of the Analytics
Reporting Service for purposes of providing benchmarking data does not
violate this general prohibition of Rule 49. Rule 49 explicitly permits
NSCC to utilize Clearing Data in a form that prevents the disclosure of
proprietary or confidential financial, operational, or trading data of
a particular NSCC Member or Limited Member. Thus, Rule 49 permits the
sharing of cleansed or aggregate reporting of transaction information
or Clearing Data. The Analytics Reporting Service would utilize
Clearing Data for benchmarking purposes in a manner that is consistent
with existing NSCC rules because it would provide only cleansed or
aggregated reporting data that would not reveal the proprietary or
confidential information of any NSCC Member or Limited Member.
Because the league tables that provide a relative ranking of NSCC
Members and Limited Members and their products may be considered by
some NSCC Members and Limited Members to be the release of confidential
or proprietary information, NSCC is providing notice of its intent to
release this data in accordance with NSCC Rule 49(c). NSCC Rule 49(c)
provides that an NSCC Member or Limited Member may request the release
of any Clearing Data whose release is not otherwise permitted under
Rule 49 either in writing or by written agreement. NSCC intends this
proposed rule change and the addition of the Analytics Reporting
Service to serve as the written agreement providing for the release of
the Clearing Data under Rule 49(c). NSCC believes that this proposed
rule change, the amendment to its rules, and NSCC's Important Notice to
NSCC Members and Limited Members \3\ (a notice issued to NSCC Members
and Limited Members in relation to every rule filing submitted to the
Commission by NSCC) provides NSCC Members and Limited Members with
reasonable and sufficient notice of its intent to distribute cleansed
and aggregated IPS related Clearing Data.
---------------------------------------------------------------------------
\3\ NSCC Important Notices are notices issued to NSCC Members
and Limited Members in relation to, among other things, every rule
filing submitted to the Commission by NSCC.
---------------------------------------------------------------------------
5. Right to Opt-Out
Due to potential concerns that the attribution of aggregated
transactions to specific NSCC Members and Limited Members within league
tables may potentially reveal confidential data, NSCC Members and
Limited Members that utilize IPS (``IPS Members'') would be able to
request that NSCC not attribute and not include their respective
transaction information with respect to league tables in the Analytics
Reporting Service. That is, they may ``opt-out.'' By opting-out, the
IPS Member would prohibit NSCC from associating their transactions in
any discernible manner (e.g., listing the IPS Member in a league
table). However, opting-out would not prohibit NSCC from including the
information for purposes of describing the market in a particular
geographic location or in accordance with other criteria that does not
identify a specific IPS Member for purposes of benchmarking. This opt-
out provision would provide an IPS Member with the ability to prevent
disclosure of potentially confidential or proprietary information
attributable to its activity, just as it may prevent the disclosure of
its individual transactions. Yet, it would not prevent NSCC from
providing the marketplace with useful information regarding the overall
insurance market.
In order to opt-out of the Analytics Reporting Service prior to the
service becoming available, IPS Members would have to notify NSCC in
writing during the initial ninety (90) day opt-out period. NSCC would
announce the beginning of this ninety (90) day period through an
Important Notice. A new IPS Member would be allowed to opt-out by
providing NSCC with written notice of their election to opt-out at any
time prior to account activation. Once the Analytics Reporting Service
commences to include the information of an IPS Member, the IPS Member
would be allowed to opt-out by providing NSCC with thirty (30) days'
written notice.
By opting-out, the IPS Member would authorize NSCC to disclose that
the league tables and other information that compares IPS Members and
their insurance products do not include information from that IPS
Member. This would clarify the content of the benchmarking data that
NSCC would provide.
Finally, an IPS Member that opts-out would forfeit any portion of
NSCC's annual refund, if any, that is directly attributable to the
revenue generated by the Analytics Reporting Service.
6. Prohibiting Disclosures Prior to Earnings Reports
The Analytics Reporting Service would allow IPS Members to prevent
the disclosure or attribution of transactions to a specific IPS Member
in order to permit compliance with the laws and regulations governing
disclosure of such information prior to earnings reporting. Based on
discussions with IPS Members, NSCC has established a policy that
applies an embargo period of sixty (60) days after the end of the
first, second, and third calendar quarters and ninety (90) days after
the end of the calendar year.
7. Fees
NSCC intends to propose fees for the Analytics Reporting Service in
a subsequent proposed rule filing. Until then, NSCC Members and Limited
Members would be able to use the Analytics Reporting Service without
any additional charge to the current Financial Activity Reporting fees.
Parties that are not NSCC Members or Limited Members would not be able
to use the Analytics Reporting Service until appropriate fees for non-
members have become effective.
NSCC states that the proposed change will permit NSCC Members and
Limited Members to enhance their monitoring and analysis of their
respective businesses. NSCC further states that the proposed rule
change is consistent with the requirements set forth under Section 17A
of the Act \4\ that require the rules of a clearing agency be designed
to foster cooperation and coordination with persons engaged in the
clearance and settlement of securities transactions, to remove
impediments to and perfect the mechanism of a national system for the
prompt and accurate clearance and settlement of securities
transactions, and, in general, to protect investors and the public
interest.
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\4\ 15 U.S.C. 78q-1.
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B. Self-Regulatory Organization's Statement on Burden on Competition
NSCC does not believe that the proposed rule change will have any
impact or impose any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act.
[[Page 82117]]
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
NSCC has not solicited and does not intend to solicit comments
regarding this proposed rule change. NSCC has not received any
unsolicited written comments from members or other interested parties.
However, NSCC has worked with NSCC Members and Limited Members in
designing this service.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove such proposed rule change or
(B) Institute proceedings to determine whether the proposed rule
change should be 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 may be submitted by using the
Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml), or send an e-mail to rule-comment@sec.gov. Please include
File No. SR-NSCC-2010-18 on the subject line.
Paper comments should be sent in triplicate to Elizabeth
M. Murphy, Secretary, Securities and Exchange Commission, 100 F Street,
NE., Washington DC 20549-1090.
All submissions should refer to File No. SR-NSCC-2010-18. 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 NSCC's principal office and NSCC's Web site
(https://www.dtcc.com/legal/rule_filings/nscc/2010.php). 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-NSCC-2010-18 and should be
submitted by January 19, 2011.
For the Commission by the Division of Trading and Markets,
pursuant to delegated authority.\5\
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\5\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-32787 Filed 12-28-10; 8:45 am]
BILLING CODE 8011-01-P