Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing of Amendment No. 1 and Order Granting Accelerated Approval of a Proposed Rule Change Relating to Amendments to the Panel Composition Rule, and Related Rules, of the Code of Arbitration Procedure for Customer Disputes, 6500-6503 [2011-2492]
Download as PDF
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Federal Register / Vol. 76, No. 24 / Friday, February 4, 2011 / Notices
By the Commission.
Elizabeth M. Murphy,
Secretary.
Commission is publishing this notice
and order to solicit comment on
Amendment No. 1 and to approve, on
an accelerated basis, the proposal as
modified by Amendment No. 1.
[FR Doc. 2011–2602 Filed 2–2–11; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63799; File No. SR–FINRA–
2010–053]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Amendment No. 1 and Order Granting
Accelerated Approval of a Proposed
Rule Change Relating to Amendments
to the Panel Composition Rule, and
Related Rules, of the Code of
Arbitration Procedure for Customer
Disputes
January 31, 2011.
I. Introduction
On October 25, 2010, the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposal to amend the panel
composition rule, and related rules, of
the Code of Arbitration Procedure for
Customer Disputes (‘‘Customer Code’’),3
to provide customers with the option to
choose an all public arbitration panel in
all cases. The proposed rule change was
published for comment in the Federal
Register on November 12, 2010.4 The
Commission received 125 comments on
the proposed rule change.5 Of the
comments received, 103 commenters
support the proposal as filed, 21
commenters support the proposal with
suggested modifications, and one
commenter opposes the proposal. On
December 16, 2010, FINRA responded
to comments and filed Amendment No.
1 to the proposed rule change.6 The
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 FINRA Manual, Rule 12000, et seq., available on
FINRA’s Web site, http:www.finra.org.
4 See Securities Exchange Act Release No. 63250
(Nov. 5, 2010), 75 FR 69481 (Nov. 12, 2010)
(‘‘Notice’’).
5 The comment period ended on December 3,
2010; all comments are posted on the Commission’s
Web site, https://www.sec.gov/rules/sro.shtml.
6 See Response to Comments and Amendment
No. 1. The text of the proposal and Response to
Comments and Amendment No. 1 are available on
FINRA’s Web site, http:www.finra.org, at the
principal office of FINRA, and on the Commission’s
Web site, https://www.sec.gov/rules/sro.shtml.
Amendment No. 1 imposes an additional notice
requirement from FINRA to customers, provides
minor clarifications regarding FINRA’s original
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II. Description of the Proposed Rule
Change as Modified by Amendment
No. 1
FINRA proposed to amend the panel
composition rule, and related rules, of
the Customer Code to provide customers
with the option to choose an all public
arbitration panel in all cases.
A. Background
Under the Customer Code, parties in
arbitration participate in selecting the
arbitrators who serve on their cases. For
customer claims of more than $100,000,
the Customer Code currently provides
for a three arbitrator panel 7 comprised
of a chair-qualified public arbitrator,8 a
public arbitrator,9 and a non-public
arbitrator (‘‘Majority Public Panel’’).10
FINRA uses its computerized Neutral
List Selection System (‘‘NLSS’’) to
generate random lists of 10 arbitrators
from each of these categories.11 The
parties select their panel through a
process of striking and ranking the
arbitrators on the lists generated by
NLSS. The Customer Code permits the
parties to strike the names of up to four
arbitrators from each list. The parties
then rank the arbitrators remaining on
the lists in order of preference. FINRA
appoints the panel from among the
names remaining on the lists that the
parties return.
B. FINRA’s Public Arbitrator Pilot
Program
In order to address the perception that
FINRA’s mandatory inclusion of a nonpublic arbitrator (often referred to as the
‘‘industry’’ arbitrator) in the Majority
Public Panel is not fair to customers,
intent for the scope of the rule change, and makes
other minor technical edits. FINRA identifies and
discusses the particular commenters that support,
request modification and oppose the proposal in its
Response to Comments and Amendment No. 1. For
the purposes of this Order, we will use the same
designations for the commenters that are used by
FINRA in that response.
7 Rule 12401 provides for a single, chair-qualified
public arbitrator if the amount of the claim is not
more than $100,000. It provides for a three
arbitrator panel if the amount of a claim is more
than $100,000, or is unspecified, or if the claim
requests non-monetary damages. The parties, in
claims of more than $25,000, but not more than
$100,000, may agree in writing to have a three
arbitrator panel.
8 Rule 12400(c) specifies the criteria for arbitrator
inclusion on the chairperson roster.
9 Rule 12100(u) specifies the criteria FINRA uses
to classify arbitrators as public.
10 Rule 12100(p) specifies the criteria FINRA uses
to classify arbitrators as non-public.
11 Rule 12400.
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FINRA launched a pilot program (‘‘the
Pilot’’) that allows parties to choose a
panel of three public arbitrators instead
of two public arbitrators and one nonpublic arbitrator (‘‘Optional All Public
Panel’’).
FINRA designed the Pilot to run for
two sequential years (‘‘Year One’’ and
‘‘Year Two’’), beginning October 6, 2008,
and ending October 5, 2010. In Year
One, 11 brokerage firms volunteered to
participate in the Pilot, each
contributing a set number of cases to the
Pilot per year for two years. In Year
Two, FINRA expanded the number of
participating brokerage firms to 14
firms. In addition, several of the original
participants increased their respective
case commitments for Year Two.
Participating firms agreed to extend the
Pilot for a third year at the same case
levels as Year Two, while FINRA
proceeds with the current rulemaking
process. Year Three of the Pilot began
October 6, 2010, and ends October 5,
2011, or upon implementation of this
proposed rule change, whichever comes
first.
Under the Pilot, only a customer may
decide whether his or her case should
proceed under Pilot rules; the
participating firms cannot select the
Pilot cases. Under the Pilot rules, the
parties receive the same three lists of
proposed arbitrators that parties in nonPilot cases receive. However, in the
Pilot cases, any party can strike up to
four arbitrators on the chair-qualified
public arbitrator list, up to four
arbitrators on the public arbitrator list,
as well as all of the arbitrators on the
non-public list. After striking arbitrators
from the lists, the parties will rank the
remaining arbitrators in order of
preference and FINRA will appoint the
panel from among the names remaining
on the lists that the parties return. By
striking all the arbitrators on the nonpublic list, any party may ensure a
panel of three public arbitrators.
FINRA stated that reactions from
participants in the Pilot indicate that
customer representatives strongly
support the right of customers to decide
whether to exclude any non-public
arbitrator.12 That feedback led FINRA to
propose amending the panel
composition rule for customer cases to
follow the Pilot model, and to allow the
customer party to choose between the
existing panel selection method and the
method used in the Pilot. Unlike the
Pilot, however, the proposed rule would
apply to all customer disputes against
12 During the Pilot FINRA conducted surveys,
focus groups, and met with customer
representatives from the Securities Industry
Conference on Arbitration and FINRA’s National
Arbitration and Mediation Committee.
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III. Summary of Comments
any firm and any registered
representative.
C. Details of the Proposed Rule Change
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FINRA based the proposed rule
change on its experience with the Pilot.
Under the proposed rule change, a
customer could elect either arbitrator
selection method within 35 days from
service of the Statement of Claim. If the
customer declined to make an
affirmative election by the 35-day
deadline, FINRA would apply the
composition rule for the existing
Majority Public Panel.
Under either panel selection option,
the parties would receive three lists—
one with 10 chair-qualified public
arbitrators, one with 10 public
arbitrators, and one with 10 non-public
arbitrators. The parties would select
their panel through a process of striking
and ranking the arbitrators on the lists.
Under the Majority Public Panel
method, FINRA would permit each
party to strike up to four arbitrators on
the chair-qualified public, public, and
non-public lists, leaving at least six
arbitrator names remaining on each
party’s list. Under the Optional All
Public Panel, any party may strike up to
four arbitrators on the chair-qualified
public and public lists, but may also
strike all proposed non-public
arbitrators and thereby effectively
choose a panel of three public
arbitrators.
Currently, six rules enumerate the
procedures for selecting, appointing,
and replacing arbitrators.13 FINRA
proposed to consolidate these six rules
into two new rules: New Rule 12402
relating to customer cases with one
arbitrator, and new Rule 12403 relating
to customer cases with three
arbitrators.14 New Rule 12402 would
describe the procedures for selecting,
appointing, and replacing the arbitrator
in a single arbitrator case. New Rule
12403 would describe the two options
that customers have for selecting
arbitrators and would include the
procedures for appointing and replacing
arbitrators. The proposed rule change
would apply to all customer cases.
13 Rule 12402 (Composition of Arbitration Panels)
specifies the panel composition for all customer
cases. Rules 12403 (Generating and Sending Lists to
the Parties), 12404 (Striking and Ranking
Arbitrators), 12405 (Combining Lists), 12406
(Appointment of Arbitrators; Discretion to Appoint
Arbitrators Not on List), and 12411 (Replacement of
Arbitrators) enumerate the procedures for selecting,
appointing, and replacing arbitrators.
14 FINRA would delete current Rules 12402,
12403, 12404, 12405, 12406, and 12411 in their
entirety. FINRA would renumber the remaining
rules in the 12400 series so that the numbering
would remain consecutive after FINRA
consolidated the rules.
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A. Customer Election of Panel
Composition Method
Some commenters suggested that the
Optional All Public Panel method of
panel composition should be the default
instead of the Majority Public Panel
method.15 Commenters also raised
concerns that customers without
attorneys (‘‘pro se’’ claimants), or
attorneys new to the practice of
securities arbitration, might not elect the
Optional All Public Panel method
within the prescribed deadline, or might
not appreciate the benefit of electing
this method.16 One commenter stated
that pro se claimants may be confused
by receiving a list of non-public
arbitrators after making the election for
the Optional All Public Panel method.17
Another commenter suggested that, if a
customer elects to proceed with the
Optional All Public Panel method of
panel composition, the parties should
only receive lists of public arbitrators
(i.e., they should not receive a list of
non-public arbitrators).18 Finally, two
commenters asked FINRA to clarify
whether customers may make their
panel composition election at the time
of filing the Statement of Claim.19
FINRA responded to these comments
by stating that it believes it is
appropriate to have customers elect the
Optional All Public Panel method rather
than having that option as the default.20
During the Pilot, a substantial
percentage of customers opted for a
Majority Public Panel. From launch of
the Pilot in October 2008, until
December 1, 2010, in 74 percent of cases
eligible for the Pilot, customers accepted
a non-public arbitrator on their panel
either by choosing not to participate in
the Pilot or by ranking one or more nonpublic arbitrators.21 FINRA stated that
there were very few complaints from
customers that they were not aware of
the Pilot and that it is appropriate to
have customers elect, rather than be
15 See Haigney comment, Sutherland comment,
Black and Gross comment, Berg comment, PIABA
comment; St. John’s comment; and NASAA
comment.
16 See Haigney comment.
17 See NASAA comment. The comment also
suggests that FINRA change the ‘‘majority public
panel’’ option label to ‘‘mixed affiliation’’ and that
FINRA describe the term ‘‘non-public arbitrator’’ as
‘‘industry-affiliated.’’ In its response to comments,
FINRA stated that the Majority Public Panel label
clearly describes the panel composition and that
changing the term ‘‘non-public’’ at this point would
cause confusion.
18 See Berg comment.
19 See the Haigney comment and the PIABA
comment.
20 See Response to Comments and Amendment
No. 1, supra, note 6.
21 Id.
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defaulted to, the Optional All Public
Panel method.22
While FINRA indicated that the
percentage of pro se claimants that file
arbitration claims over $100,000 at
FINRA is very small, to respond to the
commenters’ concerns relating to pro se
claimants and to attorneys new to the
practice of securities arbitration, FINRA
is proposing to amend the proposed rule
change to state that FINRA will notify
the customer in writing that the
customer has 35 days from service of the
Statement of Claim to elect the Optional
All Public Panel method. Further,
FINRA will highlight the rule change in
its case filing instructions, website
information, and other materials, as
applicable. FINRA stated that it believes
that amending the proposed rule change
to add a customer notification provision
and highlighting in its written materials
how the panel composition methods
work will ensure that customers
understand how to elect the Optional
All Public Panel method and are aware
of the applicable deadlines for election.
FINRA also stated that during the Pilot,
a substantial percentage of customers
opted for a majority public panel and for
this reason did not change the selection
process in the proposal.
With regard to the comment that
customers electing the Optional All
Public Panel receive three lists of public
arbitrators, FINRA stated that given the
data FINRA compiled from the Pilot, it
did not at this time find persuasive the
comments requesting that customers
receive a list only of public arbitrators.23
FINRA also stated that it intends to
allow customers to make their election
of the Optional All Public Panel in the
Statement of Claim (or correspondence
accompanying the Statement of Claim)
in instances when the customers are
claimants.24 Therefore, FINRA is
proposing to amend the proposed rule
change to state that the customer may
elect in writing to proceed under either
the composition rules for the Majority
Public Panel or the composition rules
for the Optional All Public Panel in the
customer’s Statement of Claim, if the
customer is a claimant, or at any time
up to 35 days from service of the
Statement of Claim, whether the
customer is a complainant or
respondent.
In addition, FINRA is proposing to
correct an error in the title of proposed
Rule 12403(b) which, as proposed,
states ‘‘Customer Claimant Election.’’
FINRA proposes to amend the title to
22 Id.
23 See Response to Comments and Amendment
No. 1, supra, note 6.
24 Id.
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eliminate the reference to ‘‘Claimant’’
because a customer may be a respondent
in FINRA arbitration and FINRA intends
the proposed rule change to apply to all
customer disputes regardless of whether
customers are claimants or respondents.
B. Effect of Proposed Rule Change on
Individually Named Registered
Representatives
The proposed rule change would
apply to all firms and all registered
representatives. One commenter
opposed applying the proposed rule
change to individually named registered
representatives.25 According to the
commenter, FINRA should provide
registered representatives with the
procedural protection of having a nonpublic arbitrator on their arbitration
panel. FINRA stated that it believes that
the commenter’s suggestion is
unworkable.26 If FINRA does not apply
the proposed rule change to
individually named registered
representatives, customers that wish to
proceed under the Optional All Public
Panel method for their claims against
firms would be compelled to bifurcate
their claims against firms from their
claims against registered
representatives. Moreover, if the firm
wishes to assert a third party claim
against a registered representative in a
customer case where a customer elected
the Optional All Public Panel
composition method, the firm’s claim
could interfere with the customer’s
election of the Optional All Public
Panel. Finally, FINRA believes that
bifurcation of customers’ claims is likely
to result in higher overall arbitration
costs for customers. FINRA, thus,
concluded that the consequences of the
commenter’s suggestion would make the
suggestion inefficient and impractical.
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C. Inclusion of a Non-Public Arbitrator
Two commenters stated that inclusion
of a non-public arbitrator would benefit
all the parties to a dispute, as well as the
public arbitrators on the panel, by
appropriately educating them about
industry-related issues.27 One
commenter stated that the non-public
arbitrator may also reduce costs for the
parties by limiting the need for the
parties to call expert witnesses.28
In contrast, a number of commenters
stated that parties frequently use expert
witnesses in cases with majority public
panels, which limits the need for the
non-public arbitrator’s industry
25 See
SIFMA comment.
Response to Comments and Amendment
No. 1, supra, note 6.
27 See SIFMA comment and Wacht comment.
28 See SIFMA comment.
26 See
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expertise and any potential cost
savings.29
Under the Pilot and the amended
rules, customers who do not elect the
Optional All Public Panel selection
method, will continue to have a panel
that includes a non-public arbitrator.
FINRA stated that it received feedback
on the Pilot from both investor and
industry attorneys that indicates that
panel composition made no difference
in how parties used experts to try their
cases.30 In addition, a number of
commenters expressed concerns about
the non-public arbitrator offering expert
opinions to the other arbitrators where
those opinions would not be subject to
cross-examination.31 Regarding the
comments that a non-public arbitrator
may act as an expert witness not subject
to cross-examination, FINRA stated that
it believes that the proposed rule
mitigates the concern because any
customer that shares this concern may
elect the Optional All Public Panel.32
Therefore, FINRA did not amend the
proposal as it relates to the non-public
arbitrator.
D. Request To Reject the Proposed Rule
Change
One commenter requested that the
Commission reject the proposed rule
change as contrary to the public
interest.33 The commenter stated that
FINRA has other tools to correct the
public’s perception that FINRA
arbitration is not fair to investors.
FINRA stated that it believes that the
results of the Pilot, the public’s feedback
on the program, and the overwhelming
support reflected in the comments
submitted on the proposed rule change
support the need to provide customers
with the choice of whether to select an
Optional All Public Panel or a Majority
Public Panel.34
E. Comments Outside the Scope of the
Proposed Rule Change
Commenters raised a number of
additional issues, including concerns
regarding mandatory arbitration of
investor disputes; 35 the definition of
29 See
Neuman comment, Shewan comment,
Banks comment, and Rosenberg comment.
30 See Response to Comments and Amendment
No. 1, supra, note 6.
31 See Aidikoff comment, Coleman comment,
Amato comment, Eccleston comment, Goldstein
comment, Karen comment, Fogel comment, Cornell
comment, Mihalek comment, PIABA comment, and
NASAA comment.
32 See Response to Comments and Amendment
No. 1, supra, note 6.
33 See Wacht comment.
34 See Response to Comments and Amendment
No. 1, supra, note 6.
35 See: Layne comment, Steiner comment,
Chalmers comment, Gladden comment, Estell
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‘‘public arbitrator’’; 36 investor
arbitration fees; 37 the discovery process
at FINRA; 38 the NLSS; and blue sky
laws.39 Stating that all of these
comments are outside of the scope of
the proposed rule change, FINRA
declined to make changes to address
them.40 FINRA also stated that it
believes its arbitration forum is fair, and
highlighted that it does not require firms
to use pre-dispute arbitration clauses.41
IV. Discussion and Finding
After carefully reviewing the
proposed rule change, the comment
letters, and FINRA’s Response to
Comments and Amendment No. 1, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
a national securities association.42 In
particular, the Commission believes that
the proposed rule change, as amended,
is consistent with the provisions of
Section 15A(b)(6) of the Act, which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest.43 The Commission
believes the proposed rule change, as
amended, will enhance the public’s
perception that the FINRA securities
arbitration process and rules are fair and
would promote just and equitable
principles of trade by giving investors
additional choices regarding the
composition of panels that will hear
their cases. This, in turn, should help
enhance public confidence in, and
perception of, the fairness of the FINRA
arbitration forum. We understand that
FINRA plans to implement this rule
change as soon as possible to provide
this option to as many customers as
possible.
V. Accelerated Approval
The Commission finds good cause,
pursuant to Section 19(b)(2) of the
comment, Sutherland comment, Furgison comment,
Healy comment, Samson comment, Berg comment,
Miller comment, Ilgenfritz comment, Rosenfield
comment, Bleecher comment, Mihalek comment,
and NASAA comment.
36 See Goldstein comment.
37 See Layne comment.
38 See Layne comment and Estell comment.
39 See Estell comment.
40 See Response to Comments and Amendment
No. 1, supra, note 6.
41 Id.
42 In approving the proposed rule change, the
Commission has considered the rule change’s
impact on efficiency, competition, and capital
formation. 15 U.S.C. 78c(f).
43 See 15 U.S.C. 78o–3(b)(6).
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Federal Register / Vol. 76, No. 24 / Friday, February 4, 2011 / Notices
Act,44 for approving the proposed rule
change, as amended, prior to the 30th
day after the date of publication in the
Federal Register. The changes proposed
in Amendment No. 1 do not raise novel
regulatory concerns. Moreover,
accelerating approval of this proposal
should benefit investors by providing
customers with the immediate option to
select an all public arbitration panel for
all cases. 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:
srobinson on DSKHWCL6B1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–FINRA–2010–053 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–2010–053. 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
44 15
U.S.C. 78s(b)(2).
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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–2010–053 and
should be submitted on or before
February 25, 2011.
VII. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,45 that the
proposed rule change (SR–FINRA–
2010–053), 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.46
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–2492 Filed 2–3–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63802; File No. SR–
NYSEArca–2010–118]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
Proposed Rule Change Relating to the
Listing and Trading of the SiM
Dynamic Allocation Diversified Income
ETF and SiM Dynamic Allocation
Growth Income ETF
January 31, 2011.
I. Introduction
On December 15, 2010, NYSE Arca,
Inc. (‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to list and trade the following
Managed Fund Shares under NYSE Arca
Equities Rule 8.600: SiM Dynamic
Allocation Diversified Income ETF and
SiM Dynamic Allocation Growth
Income ETF. The proposed rule change
was published for comment in the
Federal Register on December 28,
2010.3 The Commission received no
comments on the proposal. This order
45 15
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.
3 See Securities Exchange Act Release No. 63587
(December 21, 2010), 75 FR 81697 (‘‘Notice’’).
46 17
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6503
grants approval of the proposed rule
change.
II. Description of the Proposal
The Exchange proposes to list and
trade the shares (‘‘Shares’’) of the SiM
Dynamic Allocation Diversified Income
ETF and SiM Dynamic Allocation
Growth Income ETF (each a ‘‘Fund’’ and,
collectively, ‘‘Funds’’) under NYSE Arca
Equities Rule 8.600. The Shares will be
offered by AdvisorShares Trust
(‘‘Trust’’), a statutory trust organized
under the laws of the State of Delaware
and registered with the Commission as
an open-end management investment
company.4 The investment advisor to
the Funds is AdvisorShares
Investments, LLC (‘‘Advisor’’), and
Strategic Income Management, LLC
(‘‘Sub-Advisor’’ or ‘‘SiM’’) serves as
investment sub-advisor to the Funds.
Foreside Fund Services, LLC is the
principal underwriter and distributor of
the Funds’ Shares. The Bank of New
York Mellon Corporation
(‘‘Administrator’’) serves as the
administrator, custodian, transfer agent,
and fund accounting agent for the
Funds. Each Fund is an actively
managed exchange-traded fund (‘‘ETF’’)
and thus does not seek to replicate the
performance of a specified index, but
uses an active investment strategy to
meet its investment objective.
Accordingly, the Sub-Advisor manages
each Fund’s portfolio in accordance
with each Fund’s investment objective.
SiM Dynamic Allocation Diversified
Income ETF
This Fund’s objective is to provide
total return, consisting primarily of
reinvestment and growth of income
with some long-term capital
appreciation. The Fund is considered a
‘‘fund-of-funds’’ that will seek to achieve
its investment objective by primarily
investing in other ETFs that offer
diversified exposure to various
investment types (equities, bonds, etc.),
global regions, countries, styles (market
capitalization, value, growth, etc.) or
sectors, and exchange-traded products
(‘‘ETPs,’’ and, together with ETFs,
‘‘Underlying ETPs’’) including, but not
limited to, exchange-traded notes
(‘‘ETNs’’), exchange-traded currency
trusts, and closed-end funds.5
4 The Trust is registered under the Investment
Company Act of 1940 (‘‘1940 Act’’). On October 14,
2010, the Trust filed with the Commission PostEffective Amendment No. 13 to Form N–1A under
the Securities Act of 1933 (15 U.S.C. 77a) and under
the 1940 Act relating to the Funds (File Nos. 333–
157876 and 811–22110) (‘‘Registration Statement’’).
5 Underlying ETPs, which will be listed on a
national securities exchange, include: Investment
Company Units (as described in NYSE Arca
E:\FR\FM\04FEN1.SGM
Continued
04FEN1
Agencies
[Federal Register Volume 76, Number 24 (Friday, February 4, 2011)]
[Notices]
[Pages 6500-6503]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-2492]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63799; File No. SR-FINRA-2010-053]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing of Amendment No. 1 and Order Granting
Accelerated Approval of a Proposed Rule Change Relating to Amendments
to the Panel Composition Rule, and Related Rules, of the Code of
Arbitration Procedure for Customer Disputes
January 31, 2011.
I. Introduction
On October 25, 2010, the Financial Industry Regulatory Authority,
Inc. (``FINRA'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposal to amend the panel composition rule, and related rules, of the
Code of Arbitration Procedure for Customer Disputes (``Customer
Code''),\3\ to provide customers with the option to choose an all
public arbitration panel in all cases. The proposed rule change was
published for comment in the Federal Register on November 12, 2010.\4\
The Commission received 125 comments on the proposed rule change.\5\ Of
the comments received, 103 commenters support the proposal as filed, 21
commenters support the proposal with suggested modifications, and one
commenter opposes the proposal. On December 16, 2010, FINRA responded
to comments and filed Amendment No. 1 to the proposed rule change.\6\
The Commission is publishing this notice and order to solicit comment
on Amendment No. 1 and to approve, on an accelerated basis, the
proposal as modified by Amendment No. 1.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ FINRA Manual, Rule 12000, et seq., available on FINRA's Web
site, http:www.finra.org.
\4\ See Securities Exchange Act Release No. 63250 (Nov. 5,
2010), 75 FR 69481 (Nov. 12, 2010) (``Notice'').
\5\ The comment period ended on December 3, 2010; all comments
are posted on the Commission's Web site, https://www.sec.gov/rules/sro.shtml.
\6\ See Response to Comments and Amendment No. 1. The text of
the proposal and Response to Comments and Amendment No. 1 are
available on FINRA's Web site, http:www.finra.org, at the principal
office of FINRA, and on the Commission's Web site, https://www.sec.gov/rules/sro.shtml. Amendment No. 1 imposes an additional
notice requirement from FINRA to customers, provides minor
clarifications regarding FINRA's original intent for the scope of
the rule change, and makes other minor technical edits. FINRA
identifies and discusses the particular commenters that support,
request modification and oppose the proposal in its Response to
Comments and Amendment No. 1. For the purposes of this Order, we
will use the same designations for the commenters that are used by
FINRA in that response.
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II. Description of the Proposed Rule Change as Modified by Amendment
No. 1
FINRA proposed to amend the panel composition rule, and related
rules, of the Customer Code to provide customers with the option to
choose an all public arbitration panel in all cases.
A. Background
Under the Customer Code, parties in arbitration participate in
selecting the arbitrators who serve on their cases. For customer claims
of more than $100,000, the Customer Code currently provides for a three
arbitrator panel \7\ comprised of a chair-qualified public
arbitrator,\8\ a public arbitrator,\9\ and a non-public arbitrator
(``Majority Public Panel'').\10\ FINRA uses its computerized Neutral
List Selection System (``NLSS'') to generate random lists of 10
arbitrators from each of these categories.\11\ The parties select their
panel through a process of striking and ranking the arbitrators on the
lists generated by NLSS. The Customer Code permits the parties to
strike the names of up to four arbitrators from each list. The parties
then rank the arbitrators remaining on the lists in order of
preference. FINRA appoints the panel from among the names remaining on
the lists that the parties return.
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\7\ Rule 12401 provides for a single, chair-qualified public
arbitrator if the amount of the claim is not more than $100,000. It
provides for a three arbitrator panel if the amount of a claim is
more than $100,000, or is unspecified, or if the claim requests non-
monetary damages. The parties, in claims of more than $25,000, but
not more than $100,000, may agree in writing to have a three
arbitrator panel.
\8\ Rule 12400(c) specifies the criteria for arbitrator
inclusion on the chairperson roster.
\9\ Rule 12100(u) specifies the criteria FINRA uses to classify
arbitrators as public.
\10\ Rule 12100(p) specifies the criteria FINRA uses to classify
arbitrators as non-public.
\11\ Rule 12400.
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B. FINRA's Public Arbitrator Pilot Program
In order to address the perception that FINRA's mandatory inclusion
of a non-public arbitrator (often referred to as the ``industry''
arbitrator) in the Majority Public Panel is not fair to customers,
FINRA launched a pilot program (``the Pilot'') that allows parties to
choose a panel of three public arbitrators instead of two public
arbitrators and one non-public arbitrator (``Optional All Public
Panel'').
FINRA designed the Pilot to run for two sequential years (``Year
One'' and ``Year Two''), beginning October 6, 2008, and ending October
5, 2010. In Year One, 11 brokerage firms volunteered to participate in
the Pilot, each contributing a set number of cases to the Pilot per
year for two years. In Year Two, FINRA expanded the number of
participating brokerage firms to 14 firms. In addition, several of the
original participants increased their respective case commitments for
Year Two. Participating firms agreed to extend the Pilot for a third
year at the same case levels as Year Two, while FINRA proceeds with the
current rulemaking process. Year Three of the Pilot began October 6,
2010, and ends October 5, 2011, or upon implementation of this proposed
rule change, whichever comes first.
Under the Pilot, only a customer may decide whether his or her case
should proceed under Pilot rules; the participating firms cannot select
the Pilot cases. Under the Pilot rules, the parties receive the same
three lists of proposed arbitrators that parties in non-Pilot cases
receive. However, in the Pilot cases, any party can strike up to four
arbitrators on the chair-qualified public arbitrator list, up to four
arbitrators on the public arbitrator list, as well as all of the
arbitrators on the non-public list. After striking arbitrators from the
lists, the parties will rank the remaining arbitrators in order of
preference and FINRA will appoint the panel from among the names
remaining on the lists that the parties return. By striking all the
arbitrators on the non-public list, any party may ensure a panel of
three public arbitrators.
FINRA stated that reactions from participants in the Pilot indicate
that customer representatives strongly support the right of customers
to decide whether to exclude any non-public arbitrator.\12\ That
feedback led FINRA to propose amending the panel composition rule for
customer cases to follow the Pilot model, and to allow the customer
party to choose between the existing panel selection method and the
method used in the Pilot. Unlike the Pilot, however, the proposed rule
would apply to all customer disputes against
[[Page 6501]]
any firm and any registered representative.
---------------------------------------------------------------------------
\12\ During the Pilot FINRA conducted surveys, focus groups, and
met with customer representatives from the Securities Industry
Conference on Arbitration and FINRA's National Arbitration and
Mediation Committee.
---------------------------------------------------------------------------
C. Details of the Proposed Rule Change
FINRA based the proposed rule change on its experience with the
Pilot. Under the proposed rule change, a customer could elect either
arbitrator selection method within 35 days from service of the
Statement of Claim. If the customer declined to make an affirmative
election by the 35-day deadline, FINRA would apply the composition rule
for the existing Majority Public Panel.
Under either panel selection option, the parties would receive
three lists--one with 10 chair-qualified public arbitrators, one with
10 public arbitrators, and one with 10 non-public arbitrators. The
parties would select their panel through a process of striking and
ranking the arbitrators on the lists. Under the Majority Public Panel
method, FINRA would permit each party to strike up to four arbitrators
on the chair-qualified public, public, and non-public lists, leaving at
least six arbitrator names remaining on each party's list. Under the
Optional All Public Panel, any party may strike up to four arbitrators
on the chair-qualified public and public lists, but may also strike all
proposed non-public arbitrators and thereby effectively choose a panel
of three public arbitrators.
Currently, six rules enumerate the procedures for selecting,
appointing, and replacing arbitrators.\13\ FINRA proposed to
consolidate these six rules into two new rules: New Rule 12402 relating
to customer cases with one arbitrator, and new Rule 12403 relating to
customer cases with three arbitrators.\14\ New Rule 12402 would
describe the procedures for selecting, appointing, and replacing the
arbitrator in a single arbitrator case. New Rule 12403 would describe
the two options that customers have for selecting arbitrators and would
include the procedures for appointing and replacing arbitrators. The
proposed rule change would apply to all customer cases.
---------------------------------------------------------------------------
\13\ Rule 12402 (Composition of Arbitration Panels) specifies
the panel composition for all customer cases. Rules 12403
(Generating and Sending Lists to the Parties), 12404 (Striking and
Ranking Arbitrators), 12405 (Combining Lists), 12406 (Appointment of
Arbitrators; Discretion to Appoint Arbitrators Not on List), and
12411 (Replacement of Arbitrators) enumerate the procedures for
selecting, appointing, and replacing arbitrators.
\14\ FINRA would delete current Rules 12402, 12403, 12404,
12405, 12406, and 12411 in their entirety. FINRA would renumber the
remaining rules in the 12400 series so that the numbering would
remain consecutive after FINRA consolidated the rules.
---------------------------------------------------------------------------
III. Summary of Comments
A. Customer Election of Panel Composition Method
Some commenters suggested that the Optional All Public Panel method
of panel composition should be the default instead of the Majority
Public Panel method.\15\ Commenters also raised concerns that customers
without attorneys (``pro se'' claimants), or attorneys new to the
practice of securities arbitration, might not elect the Optional All
Public Panel method within the prescribed deadline, or might not
appreciate the benefit of electing this method.\16\ One commenter
stated that pro se claimants may be confused by receiving a list of
non-public arbitrators after making the election for the Optional All
Public Panel method.\17\ Another commenter suggested that, if a
customer elects to proceed with the Optional All Public Panel method of
panel composition, the parties should only receive lists of public
arbitrators (i.e., they should not receive a list of non-public
arbitrators).\18\ Finally, two commenters asked FINRA to clarify
whether customers may make their panel composition election at the time
of filing the Statement of Claim.\19\
---------------------------------------------------------------------------
\15\ See Haigney comment, Sutherland comment, Black and Gross
comment, Berg comment, PIABA comment; St. John's comment; and NASAA
comment.
\16\ See Haigney comment.
\17\ See NASAA comment. The comment also suggests that FINRA
change the ``majority public panel'' option label to ``mixed
affiliation'' and that FINRA describe the term ``non-public
arbitrator'' as ``industry-affiliated.'' In its response to
comments, FINRA stated that the Majority Public Panel label clearly
describes the panel composition and that changing the term ``non-
public'' at this point would cause confusion.
\18\ See Berg comment.
\19\ See the Haigney comment and the PIABA comment.
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FINRA responded to these comments by stating that it believes it is
appropriate to have customers elect the Optional All Public Panel
method rather than having that option as the default.\20\ During the
Pilot, a substantial percentage of customers opted for a Majority
Public Panel. From launch of the Pilot in October 2008, until December
1, 2010, in 74 percent of cases eligible for the Pilot, customers
accepted a non-public arbitrator on their panel either by choosing not
to participate in the Pilot or by ranking one or more non-public
arbitrators.\21\ FINRA stated that there were very few complaints from
customers that they were not aware of the Pilot and that it is
appropriate to have customers elect, rather than be defaulted to, the
Optional All Public Panel method.\22\
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\20\ See Response to Comments and Amendment No. 1, supra, note
6.
\21\ Id.
\22\ Id.
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While FINRA indicated that the percentage of pro se claimants that
file arbitration claims over $100,000 at FINRA is very small, to
respond to the commenters' concerns relating to pro se claimants and to
attorneys new to the practice of securities arbitration, FINRA is
proposing to amend the proposed rule change to state that FINRA will
notify the customer in writing that the customer has 35 days from
service of the Statement of Claim to elect the Optional All Public
Panel method. Further, FINRA will highlight the rule change in its case
filing instructions, website information, and other materials, as
applicable. FINRA stated that it believes that amending the proposed
rule change to add a customer notification provision and highlighting
in its written materials how the panel composition methods work will
ensure that customers understand how to elect the Optional All Public
Panel method and are aware of the applicable deadlines for election.
FINRA also stated that during the Pilot, a substantial percentage of
customers opted for a majority public panel and for this reason did not
change the selection process in the proposal.
With regard to the comment that customers electing the Optional All
Public Panel receive three lists of public arbitrators, FINRA stated
that given the data FINRA compiled from the Pilot, it did not at this
time find persuasive the comments requesting that customers receive a
list only of public arbitrators.\23\
---------------------------------------------------------------------------
\23\ See Response to Comments and Amendment No. 1, supra, note
6.
---------------------------------------------------------------------------
FINRA also stated that it intends to allow customers to make their
election of the Optional All Public Panel in the Statement of Claim (or
correspondence accompanying the Statement of Claim) in instances when
the customers are claimants.\24\ Therefore, FINRA is proposing to amend
the proposed rule change to state that the customer may elect in
writing to proceed under either the composition rules for the Majority
Public Panel or the composition rules for the Optional All Public Panel
in the customer's Statement of Claim, if the customer is a claimant, or
at any time up to 35 days from service of the Statement of Claim,
whether the customer is a complainant or respondent.
---------------------------------------------------------------------------
\24\ Id.
---------------------------------------------------------------------------
In addition, FINRA is proposing to correct an error in the title of
proposed Rule 12403(b) which, as proposed, states ``Customer Claimant
Election.'' FINRA proposes to amend the title to
[[Page 6502]]
eliminate the reference to ``Claimant'' because a customer may be a
respondent in FINRA arbitration and FINRA intends the proposed rule
change to apply to all customer disputes regardless of whether
customers are claimants or respondents.
B. Effect of Proposed Rule Change on Individually Named Registered
Representatives
The proposed rule change would apply to all firms and all
registered representatives. One commenter opposed applying the proposed
rule change to individually named registered representatives.\25\
According to the commenter, FINRA should provide registered
representatives with the procedural protection of having a non-public
arbitrator on their arbitration panel. FINRA stated that it believes
that the commenter's suggestion is unworkable.\26\ If FINRA does not
apply the proposed rule change to individually named registered
representatives, customers that wish to proceed under the Optional All
Public Panel method for their claims against firms would be compelled
to bifurcate their claims against firms from their claims against
registered representatives. Moreover, if the firm wishes to assert a
third party claim against a registered representative in a customer
case where a customer elected the Optional All Public Panel composition
method, the firm's claim could interfere with the customer's election
of the Optional All Public Panel. Finally, FINRA believes that
bifurcation of customers' claims is likely to result in higher overall
arbitration costs for customers. FINRA, thus, concluded that the
consequences of the commenter's suggestion would make the suggestion
inefficient and impractical.
---------------------------------------------------------------------------
\25\ See SIFMA comment.
\26\ See Response to Comments and Amendment No. 1, supra, note
6.
---------------------------------------------------------------------------
C. Inclusion of a Non-Public Arbitrator
Two commenters stated that inclusion of a non-public arbitrator
would benefit all the parties to a dispute, as well as the public
arbitrators on the panel, by appropriately educating them about
industry-related issues.\27\ One commenter stated that the non-public
arbitrator may also reduce costs for the parties by limiting the need
for the parties to call expert witnesses.\28\
---------------------------------------------------------------------------
\27\ See SIFMA comment and Wacht comment.
\28\ See SIFMA comment.
---------------------------------------------------------------------------
In contrast, a number of commenters stated that parties frequently
use expert witnesses in cases with majority public panels, which limits
the need for the non-public arbitrator's industry expertise and any
potential cost savings.\29\
---------------------------------------------------------------------------
\29\ See Neuman comment, Shewan comment, Banks comment, and
Rosenberg comment.
---------------------------------------------------------------------------
Under the Pilot and the amended rules, customers who do not elect
the Optional All Public Panel selection method, will continue to have a
panel that includes a non-public arbitrator. FINRA stated that it
received feedback on the Pilot from both investor and industry
attorneys that indicates that panel composition made no difference in
how parties used experts to try their cases.\30\ In addition, a number
of commenters expressed concerns about the non-public arbitrator
offering expert opinions to the other arbitrators where those opinions
would not be subject to cross-examination.\31\ Regarding the comments
that a non-public arbitrator may act as an expert witness not subject
to cross-examination, FINRA stated that it believes that the proposed
rule mitigates the concern because any customer that shares this
concern may elect the Optional All Public Panel.\32\ Therefore, FINRA
did not amend the proposal as it relates to the non-public arbitrator.
---------------------------------------------------------------------------
\30\ See Response to Comments and Amendment No. 1, supra, note
6.
\31\ See Aidikoff comment, Coleman comment, Amato comment,
Eccleston comment, Goldstein comment, Karen comment, Fogel comment,
Cornell comment, Mihalek comment, PIABA comment, and NASAA comment.
\32\ See Response to Comments and Amendment No. 1, supra, note
6.
---------------------------------------------------------------------------
D. Request To Reject the Proposed Rule Change
One commenter requested that the Commission reject the proposed
rule change as contrary to the public interest.\33\ The commenter
stated that FINRA has other tools to correct the public's perception
that FINRA arbitration is not fair to investors. FINRA stated that it
believes that the results of the Pilot, the public's feedback on the
program, and the overwhelming support reflected in the comments
submitted on the proposed rule change support the need to provide
customers with the choice of whether to select an Optional All Public
Panel or a Majority Public Panel.\34\
---------------------------------------------------------------------------
\33\ See Wacht comment.
\34\ See Response to Comments and Amendment No. 1, supra, note
6.
---------------------------------------------------------------------------
E. Comments Outside the Scope of the Proposed Rule Change
Commenters raised a number of additional issues, including concerns
regarding mandatory arbitration of investor disputes; \35\ the
definition of ``public arbitrator''; \36\ investor arbitration fees;
\37\ the discovery process at FINRA; \38\ the NLSS; and blue sky
laws.\39\ Stating that all of these comments are outside of the scope
of the proposed rule change, FINRA declined to make changes to address
them.\40\ FINRA also stated that it believes its arbitration forum is
fair, and highlighted that it does not require firms to use pre-dispute
arbitration clauses.\41\
---------------------------------------------------------------------------
\35\ See: Layne comment, Steiner comment, Chalmers comment,
Gladden comment, Estell comment, Sutherland comment, Furgison
comment, Healy comment, Samson comment, Berg comment, Miller
comment, Ilgenfritz comment, Rosenfield comment, Bleecher comment,
Mihalek comment, and NASAA comment.
\36\ See Goldstein comment.
\37\ See Layne comment.
\38\ See Layne comment and Estell comment.
\39\ See Estell comment.
\40\ See Response to Comments and Amendment No. 1, supra, note
6.
\41\ Id.
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IV. Discussion and Finding
After carefully reviewing the proposed rule change, the comment
letters, and FINRA's Response to Comments and Amendment No. 1, the
Commission finds that the proposed rule change is consistent with the
requirements of the Act and the rules and regulations thereunder
applicable to a national securities association.\42\ In particular, the
Commission believes that the proposed rule change, as amended, is
consistent with the provisions of Section 15A(b)(6) of the Act, which
requires, among other things, that FINRA rules must be designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, and, in general, to protect
investors and the public interest.\43\ The Commission believes the
proposed rule change, as amended, will enhance the public's perception
that the FINRA securities arbitration process and rules are fair and
would promote just and equitable principles of trade by giving
investors additional choices regarding the composition of panels that
will hear their cases. This, in turn, should help enhance public
confidence in, and perception of, the fairness of the FINRA arbitration
forum. We understand that FINRA plans to implement this rule change as
soon as possible to provide this option to as many customers as
possible.
---------------------------------------------------------------------------
\42\ In approving the proposed rule change, the Commission has
considered the rule change's impact on efficiency, competition, and
capital formation. 15 U.S.C. 78c(f).
\43\ See 15 U.S.C. 78o-3(b)(6).
---------------------------------------------------------------------------
V. Accelerated Approval
The Commission finds good cause, pursuant to Section 19(b)(2) of
the
[[Page 6503]]
Act,\44\ for approving the proposed rule change, as amended, prior to
the 30th day after the date of publication in the Federal Register. The
changes proposed in Amendment No. 1 do not raise novel regulatory
concerns. Moreover, accelerating approval of this proposal should
benefit investors by providing customers with the immediate option to
select an all public arbitration panel for all cases. Accordingly, the
Commission finds that good cause exists to approve the proposal, as
modified by Amendment No. 1, on an accelerated basis.
---------------------------------------------------------------------------
\44\ 15 U.S.C. 78s(b)(2).
---------------------------------------------------------------------------
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-2010-053 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-2010-053. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for Web site
viewing and printing in the Commission's Public Reference Room, 100 F
Street, NE., Washington, DC 20549, on official business days between
the hours of 10 a.m. and 3 p.m. Copies of such filing also will be
available for inspection and copying at the principal office of FINRA.
All comments received will be posted without change; the Commission
does not edit personal identifying information from submissions. You
should submit only information that you wish to make available
publicly. All submissions should refer to File Number SR-FINRA-2010-053
and should be submitted on or before February 25, 2011.
VII. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\45\ that the proposed rule change (SR-FINRA-2010-053), as modified
by Amendment No. 1, be, and hereby is, approved on an accelerated
basis.
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\45\ 15 U.S.C. 78s(b)(2).
\46\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\46\
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-2492 Filed 2-3-11; 8:45 am]
BILLING CODE 8011-01-P