Self-Regulatory Organizations; NASDAQ OMX BX LLC; Notice of Filing of Proposed Rule Change Relating to Permanent Approval of the BX and NES Inbound Routing Relationship, 8391-8393 [2011-3186]
Download as PDF
Federal Register / Vol. 76, No. 30 / Monday, February 14, 2011 / Notices
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also
will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–EDGA–
2011–04 and should be submitted on or
before March 7, 2011.
Execution Services, LLC (‘‘NES’’) routes
in its capacity as a facility of NASDAQ
(with the attendant obligations and
conditions).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Cathy H. Ahn,
Deputy Secretary.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2011–3183 Filed 2–11–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 63859; File No. SR–BX–2011–
007]
Self-Regulatory Organizations;
NASDAQ OMX BX LLC; Notice of Filing
of Proposed Rule Change Relating to
Permanent Approval of the BX and
NES Inbound Routing Relationship
February 7, 2011.
jlentini on DSKJ8SOYB1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that on January
28, 2011, NASDAQ OMX BX LLC (‘‘BX’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange, pursuant to Section
19(b)(1) of the Act 3 and Rule 19b–4
thereunder,4 proposes request
permanent approval of the Exchange’s
pilot program to permit the Exchange to
accept inbound orders that Nasdaq
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(1).
4 17 CFR 240.19b–4.
1 15
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The Exchange
has prepared summaries, set forth in
sections A, B, and C below, of the most
significant aspects of such statements.
1. Purpose
The purpose of the proposed rule
change is to request permanent approval
of the Exchange’s pilot program to
permit the Exchange to accept inbound
orders that NES routes in its capacity as
a facility of NASDAQ (with the
attendant obligations and conditions).
Currently, NES is the approved
outbound routing facility of the
NASDAQ Stock Market LLC
(‘‘NASDAQ’’) for cash equities,
providing outbound routing from
NASDAQ to other market centers.5 BX
5 See Securities Exchange Act Release Nos. 50311
(September 3, 2004), 69 FR 54818 (September 10,
2004) (Order Granting Application for a Temporary
Conditional Exemption Pursuant To Section 36(a)
of the Exchange Act by the National Association of
Securities Dealers, Inc. Relating to the Acquisition
of an ECN by The Nasdaq Stock Market, Inc.) and
52902 (December 7, 2005), 70 FR 73810 (December
13, 2005) (SR–NASD–2005–128) (Order Approving
a Proposed Rule Change To Establish Rules
Governing the Operation of the INET System). See
also SR–NASDAQ–2011–004 (January 14, 2011);
Securities Exchange Act Release Nos. 63083
(October 13, 2010), 75 FR 64370 (October 19, 2010)
(SR–NASDAQ–2010–127); 62736 (August 17, 2010),
75 FR 51861 (August 23, 2010) (SR–NASDAQ–
2010–100); 61682 (March 10, 2010), 75 FR 12592
(March 16, 2010) (SR–NASDAQ–2010–030); 61460
(February 1, 2010), 75 FR 6077 (February 5, 2010)
(SR–NASDAQ–2010–018); 60039 (June 3, 2009), 74
FR 27365 (June 9, 2009) (SR–NASDAQ–2009–050);
59875 (May 6, 2009), 74 FR 22794 (May 14, 2009)
(SR–NASDAQ–2009–043); 59807 (April 21, 2009),
74 FR 19251 (April 28, 2009) (SR–NASDAQ–2009–
036); 59153 (December 23, 2008), 73 FR 80485
(December 31, 2008) (SR–NASDAQ–2008–098);
58752 (October 8, 2008), 73 FR 61181 (October 15,
2008) (SR–NASDAQ–2008–079); 58135 (July 10,
2008), 73 FR 40898 (July 16, 2008) (SR–NASDAQ–
2008–061); 58069 (June 30, 2008), 73 FR 39360 (July
9, 2008) (SR–NASDAQ–2008–054); 56708 (October
26, 2007), 72 FR 61925 (November 1, 2007) (SR–
NASDAQ–2007–078); 56867 (November 29, 2007),
72 FR 69263 (December 7, 2007) (SR–NASDAQ–
2007–065); 55335 (February 23, 2007), 72 FR 9369
(March 1, 2007) (SR–NASDAQ–2007–005); 54613
(October 17, 2006), 71 FR 62325 (October 24, 2006)
(SR–NASDAQ 2006–043); 54271 (August 3, 2006),
PO 00000
Frm 00059
Fmt 4703
Sfmt 4703
8391
also has been previously approved to
receive inbound routes of equities
orders by NES in its capacity as an order
routing facility of NASDAQ on a pilot
basis.6 On January 19, 2011, the
Exchange filed a proposal to extend the
current pilot program until June 15,
2011, with further understanding that
the Exchange would file a separate
proposal with the Commission seeking
permanent approval of the BX and NES
routing relationship.7 The Exchange
hereby seeks permanent approval to
permit the Exchange to accept inbound
orders that NES routes in its capacity as
a facility of NASDAQ (with the
attendant obligations and conditions).
In the initial Order, the Commission
granted the BX and NES inbound
routing relationship on a pilot basis.
During this pilot period, BX committed
to the following conditions:
1. The Exchange and FINRA will
enter into a regulatory services
agreement (‘‘Regulatory Contract’’), as
well as an agreement pursuant to Rule
17d–2 under the Act (‘‘17d–2
Agreement’’).8 Pursuant to the
Regulatory Contract and the 17d–2
Agreement, FINRA will be allocated
regulatory responsibilities to review
NES’s compliance with certain
Exchange rules.9 Pursuant to the
Regulatory Contract, however, BX
retains ultimate responsibility for
enforcing its rules with respect to NES;
2. FINRA will monitor NES for
compliance with the Exchange’s trading
rules, and will collect and maintain
certain related information; 10
71 FR 45876 (August 10, 2006) (SR–NASDAQ–
2006–027); and 54155 (July 14, 2006), 71 FR 41291
(July 20, 2006) (SR–NASDAQ–2006–001).
6 See Securities Exchange Act Release Nos. 59154
(December 23, 2008), 73 FR 80468 (December 31,
2008) (SR–BX–2008–048); 61271 (December 31,
2009), 75 FR 1102 (January 8, 2010) (SR–BX–2009–
085); 61782 (March 25, 2010), 75 FR 16534 (April
1, 2010) (SR–BX–2010–021); 62528 (July 19, 2010),
75 FR 43210 (July 23, 2010) (SR–BX–2010–048). See
also Securities Exchange Act Release No. 63769
(January 26, 2011)(SR–BX–2011–003).
7 See Securities Exchange Act Release No. 63769
(January 26, 2011)(SR–BX–2011–003).
8 17 CFR 240.17d–2.
9 The Exchange also states that NES is subject to
independent oversight by FINRA, its Designated
Examining Authority, for compliance with financial
responsibility requirements. See Securities
Exchange Act Release No. 58927 (November 10,
2008), 73 FR 69685, 69689 (November 19, 2008)
(‘‘Notice’’).
10 Pursuant to the Regulatory Contract, both
FINRA and the Exchange will collect and maintain
all alerts, complaints, investigations and
enforcement actions in which NES (in its capacity
as a facility of Nasdaq routing orders to the
Exchange) is identified as a participant that has
potentially violated applicable Commission or
Exchange rules. The Exchange and FINRA will
retain these records in an easily accessible manner
in order to facilitate any potential review conducted
E:\FR\FM\14FEN1.SGM
Continued
14FEN1
8392
Federal Register / Vol. 76, No. 30 / Monday, February 14, 2011 / Notices
3. FINRA will provide a report to the
Exchange’s chief regulatory officer
(‘‘CRO’’), on a quarterly basis, that: (i)
Quantifies all alerts (of which FINRA is
aware) that identify NES as a participant
that has potentially violated
Commission or Exchange rules, and (ii)
lists all investigations that identify NES
as a participant that has potentially
violated Commission or Exchange
rules; 11
4. adopt Rule 2140(c), which requires
NASDAQ OMX, as the holding
company owning both the Exchange and
NES, to establish and maintain
procedures and internal controls
reasonably designed to ensure that NES
does not develop or implement changes
to its system, based on non-public
information obtained regarding planned
changes to the Exchange’s systems as a
result of its affiliation with the
Exchange, until such information is
available generally to similarly situated
Exchange members, in connection with
the provision of inbound order routing
to the Exchange; 12 and
5. That the routing of orders from NES
to the Exchange, in NES’s capacity as a
facility of Nasdaq, be authorized for a
pilot period of twelve months.13
The Exchange has met all the abovelisted conditions. By meeting the aboveconditions, the Exchange has set up
mechanisms that protect the
independence of the Exchange’s
regulatory responsibility with respect to
NES, as well as demonstrate that NES
cannot use any information advantage it
may have because of its affiliation with
the Exchange. Since the Exchange has
met all the above-listed conditions, it
now seeks permanent approval of the
BX and NES inbound routing
relationship. The Exchange will
continue to comply with the conditions
1–4 stated above.
jlentini on DSKJ8SOYB1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,14
in general, and with Section 6(b)(5) of
by the Commission’s Office of Compliance
Inspections and Examinations. Id.
11 Id.
12 See Equity Rule 2140(c). See also Notice, supra
note 7, 73 FR at 69689–69690.
13 See Amendment No. 2 to Notice, filed
December 23, 2008. In Amendment No. 2, the
Exchange clarified that its proposal, as opposed to
Nasdaq’s corresponding proposal, be approved on
a twelve-month pilot basis. See also Notice, supra
note 7, n.15 and accompanying text.
See e-mail from Arlinda J. Clark, Assistant
General Counsel, NASDQ OMX BX, to Jennifer
Dodd, Special Counsel, Office of Market
Supervision, Division of Trading and Markets,
Commission, dated February 3, 2011 (requesting
corrections to this footnote).
14 15 U.S.C. 78f.
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16:38 Feb 11, 2011
Jkt 223001
the Act,15 in particular, in that the
proposal is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
Specifically, the proposed rule change
will allow the Exchange to continue
receiving inbound routes of equities
orders from NES, acting in its capacity
as a facility of NASDAQ, in a manner
consistent with prior approvals and
established protections. The Exchange
believes that having met the
commitments established during the
pilot program demonstrates that the
Exchange has mechanisms that protect
the independence of the Exchange’s
regulatory responsibility with respect to
NES, as well as demonstrate that NES
cannot use any information advantage it
may have because of its affiliation with
the Exchange.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the Exchange consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
15 15
PO 00000
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–BX–2011–007 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–BX–2011–007. 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 on official business
days between the hours of 10 a.m. and
3 p.m. Copies such filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–BX–2011–007 and should
be submitted on or before March 7,
2011.
U.S.C. 78f(b)(5).
Frm 00060
Fmt 4703
Sfmt 4703
E:\FR\FM\14FEN1.SGM
14FEN1
Federal Register / Vol. 76, No. 30 / Monday, February 14, 2011 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–3186 Filed 2–11–11; 8:45 am]
BILLING CODE 8011–01–P
Description of Respondents:
Secondary market participants.
Responses: 12,400.
Annual Burden: 33,075.
Jacqueline White,
Chief, Administrative Information Branch.
[FR Doc. 2011–3185 Filed 2–11–11; 8:45 am]
BILLING CODE P
SMALL BUSINESS ADMINISTRATION
SMALL BUSINESS ADMINISTRATION
Reporting and Recordkeeping
Requirements Under OMB Review
Small Business Administration.
ACTION: Notice of reporting requirements
submitted for OMB review.
AGENCY:
Under the provisions of the
Paperwork Reduction Act (44 U.S.C.
Chapter 35), agencies are required to
submit proposed reporting and
recordkeeping requirements to OMB for
review and approval, and to publish a
notice in the Federal Register notifying
the public that the agency has made
such a submission.
DATES: Submit comments on or before
March 16, 2011. If you intend to
comment but cannot prepare comments
promptly, please advise the OMB
Reviewer and the Agency Clearance
Officer before the deadline.
Copies: Request for clearance (OMB
83–1), supporting statement, and other
documents submitted to OMB for
review may be obtained from the
Agency Clearance Officer.
ADDRESSES: Address all comments
concerning this notice to: Agency
Clearance Officer, Jacqueline White,
Small Business Administration, 409 3rd
Street, SW., 5th Floor, Washington, DC
20416; and OMB Reviewer, Office of
Information and Regulatory Affairs,
Office of Management and Budget, New
Executive Office Building, Washington,
DC 20503.
FOR FURTHER INFORMATION CONTACT:
Jacqueline White, Agency Clearance
Officer, (202) 205–7044.
SUPPLEMENTARY INFORMATION:
Title: Form of detached assignment
for U.S. Small Business Administration
(Loan Pool or Guaranteed).
Frequency: On occasion.
SBA Form Number: 1088.
Description of Respondents:
Secondary market participants.
Responses: 6,500.
Annual Burden: 9,750.
Title: Secondary market for Section
504 First Mortgage Loan Pool.
Frequency: On occasion.
SBA Form Numbers: 2401, 2402,
2403, 2404.
jlentini on DSKJ8SOYB1PROD with NOTICES
SUMMARY:
16 17
CFR 200.30–3(a)(12).
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16:38 Feb 11, 2011
Jkt 223001
Interagency Task Force on Veterans
Small Business Development
U.S. Small Business
Administration.
ACTION: Notice of open Federal
Interagency Task Force meeting.
AGENCY:
The SBA is issuing this notice
to announce the location, date, time,
and agenda for the second public
meeting of the Interagency Task Force
on Veterans Small Business
Development. The meeting will be open
to the public.
DATES: Friday, February 25, 2011, from
9 a.m. to 12 Noon in the Eisenhower
Conference Room, Side A & B, located
on the 2nd floor.
ADDRESSES: U.S. Small Business
Administration, 409 3rd Street, SW.,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Pursuant
to section 10(a)(2) of the Federal
Advisory Committee Act (5 U.S.C.,
Appendix 2), SBA announces the
meeting of the Interagency Task Force
on Veterans Small Business
Development. The Task Force is
established pursuant to Executive Order
13540 and focused on coordinating the
efforts of Federal agencies to improve
capital, business development
opportunities and pre-established
Federal contracting goals for small
business concerns owned and
controlled by veterans (VOB’s) and
service-disabled veterans (SDVOSB’S).
Moreover, the Task Force shall
coordinate administrative and
regulatory activities and develop
proposals relating to ‘‘six focus areas’’:
(1) Access to capital (loans, surety
bonding and franchising); (2) Ensure
achievement of pre-established
contracting goals, including mentor
´ ´
protege and matching with contracting
opportunities; (3) Increase the integrity
of certifications of status as a small
business; (4) Reducing paperwork and
administrative burdens in accessing
business development and
entrepreneurship opportunities; (5)
Increasing and improving training and
counseling services; and (6) Making
other improvements to support veteran’s
SUMMARY:
PO 00000
Frm 00061
Fmt 4703
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8393
business development by the Federal
Government.
The Interagency Task Force on
Veterans Small Business Development
shall submit to the President, no later
than one year after its first meeting, a
report on the performance of its
functions and any proposals developed
pursuant to the ‘‘six focus areas’’
identified above. The purpose of the
meeting is scheduled as a full Task
Force meeting. The agenda will include
presentations and discussion from the
Task Force Subcommittees on their
progress regarding the ‘‘six focus areas’’
of the Task Force. In addition, the Task
Force will allow time for obtaining
public comment from individuals and
representatives of organizations
regarding the areas of focus.
The
meeting is open to the public; however,
advance notice of attendance is
requested. Anyone wishing to attend
and/or make a presentation to the Task
Force must contact Raymond B. Snyder,
by February 21, 2011, by e-mail in order
to be placed on the agenda. Comments
for the Record should be applicable to
the ‘‘six focus areas’’ of the Task Force
and e-mailed prior to the meeting for
inclusion in the public record; verbal
presentations, however, will be limited
to five minutes in the interest of time
and to accommodate as many presenters
as possible.
Written comments should be e-mailed
to Raymond B. Snyder, Deputy
Associate Administrator, Office of
Veterans Business Development, U.S.
Small Business Administration, 409 3rd
Street, SW., Washington, DC 20416, at
the e-mail address for the Task Force,
vetstaskforce@sba.gov.
Additionally, if you need
accommodations because of a disability
or require additional information, please
contact Raymond B. Snyder, Designated
Federal Official for the Task Force at
(202) 205–6773; or by e-mail at:
raymond.snyder@sba.gov, SBA, Office
of Veterans Business Development, 409
3rd Street, SW., Washington, DC 20416.
For more information, please visit our
Web site at https://www.sba.gov/vets.
FOR FURTHER INFORMATION CONTACT:
Dated: February 7, 2011.
Dan Jones,
SBA Committee Management Officer.
[FR Doc. 2011–3181 Filed 2–11–11; 8:45 am]
BILLING CODE P
E:\FR\FM\14FEN1.SGM
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Agencies
[Federal Register Volume 76, Number 30 (Monday, February 14, 2011)]
[Notices]
[Pages 8391-8393]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-3186]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 63859; File No. SR-BX-2011-007]
Self-Regulatory Organizations; NASDAQ OMX BX LLC; Notice of
Filing of Proposed Rule Change Relating to Permanent Approval of the BX
and NES Inbound Routing Relationship
February 7, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 \2\ thereunder, notice is hereby given
that on January 28, 2011, NASDAQ OMX BX LLC (``BX'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange, pursuant to Section 19(b)(1) of the Act \3\ and Rule
19b-4 thereunder,\4\ proposes request permanent approval of the
Exchange's pilot program to permit the Exchange to accept inbound
orders that Nasdaq Execution Services, LLC (``NES'') routes in its
capacity as a facility of NASDAQ (with the attendant obligations and
conditions).
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78s(b)(1).
\4\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
Exchange has prepared summaries, set forth in sections A, B, and C
below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to request permanent
approval of the Exchange's pilot program to permit the Exchange to
accept inbound orders that NES routes in its capacity as a facility of
NASDAQ (with the attendant obligations and conditions). Currently, NES
is the approved outbound routing facility of the NASDAQ Stock Market
LLC (``NASDAQ'') for cash equities, providing outbound routing from
NASDAQ to other market centers.\5\ BX also has been previously approved
to receive inbound routes of equities orders by NES in its capacity as
an order routing facility of NASDAQ on a pilot basis.\6\ On January 19,
2011, the Exchange filed a proposal to extend the current pilot program
until June 15, 2011, with further understanding that the Exchange would
file a separate proposal with the Commission seeking permanent approval
of the BX and NES routing relationship.\7\ The Exchange hereby seeks
permanent approval to permit the Exchange to accept inbound orders that
NES routes in its capacity as a facility of NASDAQ (with the attendant
obligations and conditions).
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release Nos. 50311 (September 3,
2004), 69 FR 54818 (September 10, 2004) (Order Granting Application
for a Temporary Conditional Exemption Pursuant To Section 36(a) of
the Exchange Act by the National Association of Securities Dealers,
Inc. Relating to the Acquisition of an ECN by The Nasdaq Stock
Market, Inc.) and 52902 (December 7, 2005), 70 FR 73810 (December
13, 2005) (SR-NASD-2005-128) (Order Approving a Proposed Rule Change
To Establish Rules Governing the Operation of the INET System). See
also SR-NASDAQ-2011-004 (January 14, 2011); Securities Exchange Act
Release Nos. 63083 (October 13, 2010), 75 FR 64370 (October 19,
2010) (SR-NASDAQ-2010-127); 62736 (August 17, 2010), 75 FR 51861
(August 23, 2010) (SR-NASDAQ-2010-100); 61682 (March 10, 2010), 75
FR 12592 (March 16, 2010) (SR-NASDAQ-2010-030); 61460 (February 1,
2010), 75 FR 6077 (February 5, 2010) (SR-NASDAQ-2010-018); 60039
(June 3, 2009), 74 FR 27365 (June 9, 2009) (SR-NASDAQ-2009-050);
59875 (May 6, 2009), 74 FR 22794 (May 14, 2009) (SR-NASDAQ-2009-
043); 59807 (April 21, 2009), 74 FR 19251 (April 28, 2009) (SR-
NASDAQ-2009-036); 59153 (December 23, 2008), 73 FR 80485 (December
31, 2008) (SR-NASDAQ-2008-098); 58752 (October 8, 2008), 73 FR 61181
(October 15, 2008) (SR-NASDAQ-2008-079); 58135 (July 10, 2008), 73
FR 40898 (July 16, 2008) (SR-NASDAQ-2008-061); 58069 (June 30,
2008), 73 FR 39360 (July 9, 2008) (SR-NASDAQ-2008-054); 56708
(October 26, 2007), 72 FR 61925 (November 1, 2007) (SR-NASDAQ-2007-
078); 56867 (November 29, 2007), 72 FR 69263 (December 7, 2007) (SR-
NASDAQ-2007-065); 55335 (February 23, 2007), 72 FR 9369 (March 1,
2007) (SR-NASDAQ-2007-005); 54613 (October 17, 2006), 71 FR 62325
(October 24, 2006) (SR-NASDAQ 2006-043); 54271 (August 3, 2006), 71
FR 45876 (August 10, 2006) (SR-NASDAQ-2006-027); and 54155 (July 14,
2006), 71 FR 41291 (July 20, 2006) (SR-NASDAQ-2006-001).
\6\ See Securities Exchange Act Release Nos. 59154 (December 23,
2008), 73 FR 80468 (December 31, 2008) (SR-BX-2008-048); 61271
(December 31, 2009), 75 FR 1102 (January 8, 2010) (SR-BX-2009-085);
61782 (March 25, 2010), 75 FR 16534 (April 1, 2010) (SR-BX-2010-
021); 62528 (July 19, 2010), 75 FR 43210 (July 23, 2010) (SR-BX-
2010-048). See also Securities Exchange Act Release No. 63769
(January 26, 2011)(SR-BX-2011-003).
\7\ See Securities Exchange Act Release No. 63769 (January 26,
2011)(SR-BX-2011-003).
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In the initial Order, the Commission granted the BX and NES inbound
routing relationship on a pilot basis. During this pilot period, BX
committed to the following conditions:
1. The Exchange and FINRA will enter into a regulatory services
agreement (``Regulatory Contract''), as well as an agreement pursuant
to Rule 17d-2 under the Act (``17d-2 Agreement'').\8\ Pursuant to the
Regulatory Contract and the 17d-2 Agreement, FINRA will be allocated
regulatory responsibilities to review NES's compliance with certain
Exchange rules.\9\ Pursuant to the Regulatory Contract, however, BX
retains ultimate responsibility for enforcing its rules with respect to
NES;
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\8\ 17 CFR 240.17d-2.
\9\ The Exchange also states that NES is subject to independent
oversight by FINRA, its Designated Examining Authority, for
compliance with financial responsibility requirements. See
Securities Exchange Act Release No. 58927 (November 10, 2008), 73 FR
69685, 69689 (November 19, 2008) (``Notice'').
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2. FINRA will monitor NES for compliance with the Exchange's
trading rules, and will collect and maintain certain related
information; \10\
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\10\ Pursuant to the Regulatory Contract, both FINRA and the
Exchange will collect and maintain all alerts, complaints,
investigations and enforcement actions in which NES (in its capacity
as a facility of Nasdaq routing orders to the Exchange) is
identified as a participant that has potentially violated applicable
Commission or Exchange rules. The Exchange and FINRA will retain
these records in an easily accessible manner in order to facilitate
any potential review conducted by the Commission's Office of
Compliance Inspections and Examinations. Id.
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[[Page 8392]]
3. FINRA will provide a report to the Exchange's chief regulatory
officer (``CRO''), on a quarterly basis, that: (i) Quantifies all
alerts (of which FINRA is aware) that identify NES as a participant
that has potentially violated Commission or Exchange rules, and (ii)
lists all investigations that identify NES as a participant that has
potentially violated Commission or Exchange rules; \11\
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\11\ Id.
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4. adopt Rule 2140(c), which requires NASDAQ OMX, as the holding
company owning both the Exchange and NES, to establish and maintain
procedures and internal controls reasonably designed to ensure that NES
does not develop or implement changes to its system, based on non-
public information obtained regarding planned changes to the Exchange's
systems as a result of its affiliation with the Exchange, until such
information is available generally to similarly situated Exchange
members, in connection with the provision of inbound order routing to
the Exchange; \12\ and
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\12\ See Equity Rule 2140(c). See also Notice, supra note 7, 73
FR at 69689-69690.
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5. That the routing of orders from NES to the Exchange, in NES's
capacity as a facility of Nasdaq, be authorized for a pilot period of
twelve months.\13\
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\13\ See Amendment No. 2 to Notice, filed December 23, 2008. In
Amendment No. 2, the Exchange clarified that its proposal, as
opposed to Nasdaq's corresponding proposal, be approved on a twelve-
month pilot basis. See also Notice, supra note 7, n.15 and
accompanying text.
See e-mail from Arlinda J. Clark, Assistant General Counsel,
NASDQ OMX BX, to Jennifer Dodd, Special Counsel, Office of Market
Supervision, Division of Trading and Markets, Commission, dated
February 3, 2011 (requesting corrections to this footnote).
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The Exchange has met all the above-listed conditions. By meeting
the above-conditions, the Exchange has set up mechanisms that protect
the independence of the Exchange's regulatory responsibility with
respect to NES, as well as demonstrate that NES cannot use any
information advantage it may have because of its affiliation with the
Exchange. Since the Exchange has met all the above-listed conditions,
it now seeks permanent approval of the BX and NES inbound routing
relationship. The Exchange will continue to comply with the conditions
1-4 stated above.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\14\ in general, and with
Section 6(b)(5) of the Act,\15\ in particular, in that the proposal is
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in regulating, clearing,
settling, processing information with respect to, and facilitating
transactions in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest. Specifically,
the proposed rule change will allow the Exchange to continue receiving
inbound routes of equities orders from NES, acting in its capacity as a
facility of NASDAQ, in a manner consistent with prior approvals and
established protections. The Exchange believes that having met the
commitments established during the pilot program demonstrates that the
Exchange has mechanisms that protect the independence of the Exchange's
regulatory responsibility with respect to NES, as well as demonstrate
that NES cannot use any information advantage it may have because of
its affiliation with the Exchange.
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\14\ 15 U.S.C. 78f.
\15\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the Exchange consents, the Commission will:
(A) By order approve or disapprove the 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
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-BX-2011-007 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-BX-2011-007. 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 on official business
days between the hours of 10 a.m. and 3 p.m. Copies such filing also
will be available for inspection and copying at the principal office of
the Exchange. All comments received will be posted without change; the
Commission does not edit personal identifying information from
submissions. You should submit only information that you wish to make
available publicly. All submissions should refer to File Number SR-BX-
2011-007 and should be submitted on or before March 7, 2011.
[[Page 8393]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-3186 Filed 2-11-11; 8:45 am]
BILLING CODE 8011-01-P