Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Codify a Fee Schedule for the Sale by Market Data Express, LLC, of a BBO Data Feed for CBOE Listed Options, 12388-12390 [2011-5061]
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12388
Federal Register / Vol. 76, No. 44 / Monday, March 7, 2011 / Notices
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 website viewing and
printing in the Commission’s Public
Reference Room on official business
days between the hours of 10 a.m. and
3 p.m. Copies of such filing also will be
available for inspection and copying at
the principal offices 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–C2–2011–007, and should
be submitted on or before March 28,
2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–5060 Filed 3–4–11; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–63997; File No. SR–CBOE–
2011–014]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Codify a Fee Schedule
for the Sale by Market Data Express,
LLC, of a BBO Data Feed for CBOE
Listed Options
March 1, 2011.
srobinson on DSKHWCL6B1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
This proposal submitted by Chicago
Board Options Exchange, Incorporated
(‘‘CBOE’’ or ‘‘Exchange’’) is to codify a fee
schedule for the sale by Market Data
Express, LLC (‘‘MDX’’), an affiliate of
CBOE, of a data product that includes
CBOE best bid and offer and trade data
and certain related market data. The text
of the proposed rule change is available
on the Exchange’s Web site (https://
www.cboe.org/legal), at the Exchange’s
Office of the Secretary and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CBOE included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. CBOE 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
SECURITIES AND EXCHANGE
COMMISSION
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
17, 2011, Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
solicit comments on the proposed rule
change from interested persons.
1. Purpose
The purpose of the proposed rule
change is to establish fees that MDX will
charge for the sale of certain market data
with respect to the trading of options on
CBOE’s market.
CBOE currently collects and processes
market data with respect to options
quotes and orders and the prices of
trades that are executed on the
Exchange. This market data includes the
‘‘best bid and offer,’’ or ‘‘BBO’’,
consisting of all outstanding quotes and
standing orders at the best available
price level on each side of the market,
with aggregate size (‘‘BBO data,’’
sometimes referred to as ‘‘top of book
data’’). Data with respect to executed
trades is referred to as ‘‘last sale’’ data.
CBOE formats its BBO data and last sale
data according to Options Price
Reporting Authority (‘‘OPRA’’)
specifications and sends the data to
OPRA for redistribution to the public.
MDX provides to ‘‘Customers’’ 3 a realtime, low latency data feed that includes
14 17
1 15
VerDate Mar<15>2010
17:54 Mar 04, 2011
3 A ‘‘Customer’’ is any entity that receives the BBO
Data Feed directly from MDX’s system and then
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Sfmt 4703
the CBOE BBO data and last sale data.
(This data feed is sometimes referred to
in this filing as the ‘‘BBO Data Feed’’).
The BBO and last sale data contained in
the BBO Data Feed is identical to the
data that CBOE sends to OPRA.4 In
addition, the BBO Data Feed includes
certain data that is not included in the
data sent to OPRA, namely, totals of
customer versus non-customer contracts
at the BBO, All-or-None contingency
orders priced better than or equal to the
BBO, and BBO data and last sale data
for complex strategies (e.g., spreads,
straddles, buy-writes, etc.). The purpose
of this proposed rule change is to
establish the fees MDX will charge for
the sale of the BBO Data Feed.
MDX would charge Customers a
‘‘direct connect fee’’ of $3,500 per
connection per month. MDX would also
charge Customers a ‘‘per user fee’’ of $25
per month per ‘‘Authorized User’’ or
‘‘Device’’ for receipt of the BBO Data
Feed by Subscribers. An ‘‘Authorized
User’’ is defined as an individual user
(an individual human being) who is
uniquely identified (by user ID and
confidential password or other
unambiguous method reasonably
acceptable to MDX) and authorized by
a Customer to access the BBO Data Feed
supplied by the Customer. A ‘‘Device’’ is
defined as any computer, workstation or
other item of equipment, fixed or
portable, that receives, accesses and/or
displays data in visual, audible or other
form. Either a CBOE Trading Permit
Holder or a non-CBOE Trading Permit
Holder may be a Customer. All
Customers would be assessed the same
fees.
The proposed fees would be
implemented on March 1, 2011.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of Section 6(b) of the
Securities Exchange Act of 1934
(‘‘Act’’) 5 in general, and, in particular,
with Section 6(b)(4) of the Act 6 in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among CBOE Trading Permit
distributes it either internally or externally to
Subscribers. A ‘‘Subscriber’’ is a person (other than
an employee of a Customer) that receives the BBO
Data Feed from a Customer for its own internal use.
4 The Exchange notes that MDX makes available
to Customers the BBO data and last sale data that
is included in the BBO Data Feed no earlier than
the time at which the Exchange sends that data to
OPRA. The Exchange also notes that it also makes
the BBO data and last sale data that is included in
the BBO Data Feed available directly to its Trading
Permit Holders, and permits them to redistribute
the data to their customers.
5 15 U.S.C. 78f(b).
6 15 U.S.C. 78f(b)(4).
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Federal Register / Vol. 76, No. 44 / Monday, March 7, 2011 / Notices
srobinson on DSKHWCL6B1PROD with NOTICES
Holders and other persons using its
facilities, and with Section 6(b)(5) 7 of
the Act in that there will be no unfair
discrimination between customers,
issuers, brokers, or dealers in the
distribution of the data. In addition, the
Exchange believes that the proposed
rule change is consistent with the
requirements of Section 6(b)(8) 8 of the
Act in that it does not impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act. The fees charged
would be the same for all market
participants, and therefore do not
unreasonably discriminate among
market participants.
The Exchange believes that the
proposed market data fees are consistent
with the requirements of the Act for
several reasons. First, they compare
favorably to fees that other markets
charge for similar products. The
proposed direct connect fee of $3,500
per connection per month and per user
fee of $25 per month compares
favorably to the fees NASDAQ OMX
PHLX and ISE charge for similar market
data products. NASDAQ OMX PHLX
charges Internal Distributors a monthly
fee of $4,000 per organization, External
Distributors a monthly fee of $5,000 per
organization and monthly subscriber
fees of $20 per Professional Subscriber
and $1 per Non-Professional Subscriber
for its ‘‘TOPO Plus Orders’’ data feed,
which like the BBO Data Feed includes
top-of-book data (including orders,
quotes and trades) and other market
data.9 ISE charges distributors of its ISE
Depth of Market Feed a monthly fee of
$5,000 plus $50 per month per
controlled device for Professionals and
$5 per month per controlled device for
Non-Professionals.10
The Exchange also believes that the
proposed fees for the BBO Data Feed are
consistent with the requirements of the
Act because competition provides an
effective constraint on the market data
fees that the Exchange, through MDX,
has the ability and the incentive to
charge. CBOE has a compelling need to
attract order flow from market
participants in order to maintain its
share of trading volume. This
compelling need to attract order flow
imposes significant pressure on CBOE to
act reasonably in setting its fees for
market data, particularly given that the
7 15
U.S.C. 78f(b)(5).
U.S.C. 78f(b)(8).
9 See, NASDAQ OMX PHLX LLC Fee Schedule,
Section X, Proprietary Data Feed Fees.
10 See, ISE Schedule of Fees, Market Data Fees.
The Exchange believes that ISE does not market a
separate data product that includes only its top of
book prices, but top of book prices are an important
element of the ISE Depth of Market Feed.
market participants that will pay such
fees often will be the same market
participants from whom CBOE must
attract order flow. These market
participants include broker-dealers that
control the handling of a large volume
of customer and proprietary order flow.
Given the portability of order flow from
one exchange to another, any exchange
that sought to charge unreasonably high
data fees would risk alienating many of
the same customers on whose orders it
depends for competitive survival. CBOE
currently competes with eight options
exchanges (including CBOE’s affiliate,
C2 Options Exchange) for order flow.11
CBOE is constrained in pricing the
BBO Data Feed by the availability to
market participants of alternatives to
purchasing the BBO Data Feed. CBOE
must consider the extent to which
market participants would choose one
or more alternatives instead of
purchasing the exchange’s data. For
example, the BBO data and last sale data
available in the BBO Data Feed are
included in the OPRA data feed. The
OPRA data is widely distributed and
relatively inexpensive, thus
constraining CBOE’s ability to price the
BBO Data Feed. In this respect, the
OPRA data feed, which includes the
exchange’s transaction information, is a
significant alternative to the BBO Data
Feed product.
Further, other options exchanges can
and have produced their own top-ofbook products, and thus are sources of
potential competition for MDX. As
noted above, NASDAQ OMX PHLX and
ISE offer market data products that
compete with the BBO Data Feed. In
addition, the Exchange believes other
options exchanges may currently offer
top-of-book market data products for a
fee or for free.
For the reasons cited above, the
Exchange believes that the BBO Data
Feed offering, including the proposed
fees, is equitable, fair, reasonable and
not unreasonably discriminatory. In
addition, the Exchange believes that no
substantial countervailing basis exists to
support a finding that the proposed
terms and fees for the BBO Data Feed
fail to meet the requirements of the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition that is not
8 15
VerDate Mar<15>2010
17:54 Mar 04, 2011
Jkt 223001
11 The Commission has previously made a finding
that the options industry is subject to significant
competitive forces. See e.g., Securities Exchange
Act Release No. 59949 (May 20, 2009), 74 FR 25593
(May 28, 2009) (SR–ISE–2009–97) (order approving
ISE’s proposal to establish fees for a real-time depth
of market data offering).
PO 00000
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Fmt 4703
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12389
necessary or appropriate in furtherance
of purposes of the Act. The Exchange
believes that the BBO Data Feed offered
by MDX will help attract new users and
new order flow to the Exchange, thereby
improving the Exchange’s ability to
compete in the market for options order
flow and executions.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 12 and subparagraph (f)(2) of
Rule 19b–4 13 thereunder. At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–CBOE–2011–014 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–CBOE–2011–014. 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
12 15
13 17
E:\FR\FM\07MRN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b-4(f)(2). [sic]
07MRN1
12390
Federal Register / Vol. 76, No. 44 / Monday, March 7, 2011 / Notices
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 of such filing also will be
available for inspection and copying at
the principal offices 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–CBOE–2011–014, and
should be submitted on or before March
28, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–5061 Filed 3–4–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64002; File No. SR–FINRA–
2011–011]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Proposed Rule Change To Amend the
By-Laws of FINRA Regulation, Inc.
With Regard to District Committee
Structure and Governance
srobinson on DSKHWCL6B1PROD with NOTICES
March 2, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
25, 2011, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) (f/k/a
National Association of Securities
Dealers, Inc. (‘‘NASD’’)) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II below, which Items have been
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Mar<15>2010
17:54 Mar 04, 2011
Jkt 223001
prepared by FINRA. 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
FINRA is proposing to amend the ByLaws of FINRA’s regulatory subsidiary
(‘‘FINRA Regulation’’) with regard to
District Committee structure and
governance to, among other things,
adjust the size and composition of
District Committees to align more
closely with the industry representation
on the FINRA Board and replace District
Nominating Committees with a process
of direct nomination and election based
on firm size, as discussed in more detail
below.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. FINRA 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
Background
On July 30, 2007, NASD and the New
York Stock Exchange consolidated their
member firm regulation operations into
a combined organization, FINRA. As
part of the consolidation, the SEC
approved amendments to the NASD ByLaws to implement governance and
related changes.3 The approved changes
included a FINRA Board governance
structure that balanced public and
industry representation and designated
seven governor seats to represent
3 See Securities Exchange Act Release No. 56145
(July 26, 2007), 72 FR 42169 (August 1, 2007), as
amended by Securities Exchange Act Release No.
56145A (May 30, 2008), 73 FR 32377 (June 6, 2008)
(Order Approving File No. SR–NASD–2007–023).
PO 00000
Frm 00076
Fmt 4703
Sfmt 4703
member firms based on the criteria of
firm size.
FINRA Regulation (formerly known as
NASD Regulation) is a subsidiary of
FINRA that operates according to the
Plan of Allocation and Delegation of
Functions by NASD to Subsidiaries, as
amended, which was first adopted at
NASD Regulation’s formation in 1996.4
The proposed rule change would
modify the FINRA Regulation By-Laws
(or ‘‘By-Laws’’) with regard to District
Committees in several respects. It
would:
• Adjust the size and composition of
District Committees over a three-year
transition period to align more closely
with the industry representation on the
FINRA Board;
• Replace District Nominating
Committees with a process of direct
nomination and election based on firm
size;
• Codify current practice that District
Committees meet on a regional basis;
• Eliminate the Advisory Council;
• Amend the qualification
requirements and prescribe further term
limits for District Committee members;
• Revise procedures for qualification
and accounting of ballots to be
administered solely by an Independent
Agent; and
• Make other procedural and
administrative changes.
District Committees, District
Nominating Committees, Districts and
Regions
The By-Laws establish the procedures
for setting the size and electing the
members to FINRA District Committees
and District Nominating Committees.5
These By-Law provisions have not
changed significantly since becoming
permanently effective in January 1998.6
They were adopted in part to respond to
undertakings ordered by the SEC in
1996 (the ‘‘1996 SEC Settlement Order’’)
concurrent with the issuance of a report
pursuant to Section 21(a) of the
Exchange Act regarding NASD (the
‘‘1996 21(a) Report’’).7
The role of the District Committees
was significantly narrowed as a result of
undertakings in the 1996 SEC
Settlement Order.8 Until January 1998,
4 See Securities Exchange Act Release No. 37106
(April 11, 1996), 61 FR 16944 (April 18, 1996)
(Order Approving File No. SR–NASD–96–02).
5 See FINRA Regulation By-Laws, Article VIII,
Section 8.1 (Establishment of Districts) and Section
8.2 (Composition of District Committees).
6 See Securities Exchange Act Release No. 39326
(November 14, 1997), 62 FR 62385 (November 21,
1997) (Order Approving File No. SR–NASD–96–29).
7 See In the Matter of National Association of
Securities Dealers, Inc., Securities Exchange Act
Release No. 37538, 1996 SEC LEXIS 2146 (August
8, 1996).
8 Supra note 7, at Undertaking 4.
E:\FR\FM\07MRN1.SGM
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Agencies
[Federal Register Volume 76, Number 44 (Monday, March 7, 2011)]
[Notices]
[Pages 12388-12390]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-5061]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63997; File No. SR-CBOE-2011-014]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Codify a Fee Schedule for the Sale by Market Data
Express, LLC, of a BBO Data Feed for CBOE Listed Options
March 1, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on February 17, 2011, Chicago Board Options Exchange, Incorporated
(``CBOE'' or the ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
This proposal submitted by Chicago Board Options Exchange,
Incorporated (``CBOE'' or ``Exchange'') is to codify a fee schedule for
the sale by Market Data Express, LLC (``MDX''), an affiliate of CBOE,
of a data product that includes CBOE best bid and offer and trade data
and certain related market data. The text of the proposed rule change
is available on the Exchange's Web site (https://www.cboe.org/legal), at
the Exchange's Office of the Secretary and at the Commission's Public
Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, CBOE included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. CBOE 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 establish fees that
MDX will charge for the sale of certain market data with respect to the
trading of options on CBOE's market.
CBOE currently collects and processes market data with respect to
options quotes and orders and the prices of trades that are executed on
the Exchange. This market data includes the ``best bid and offer,'' or
``BBO'', consisting of all outstanding quotes and standing orders at
the best available price level on each side of the market, with
aggregate size (``BBO data,'' sometimes referred to as ``top of book
data''). Data with respect to executed trades is referred to as ``last
sale'' data. CBOE formats its BBO data and last sale data according to
Options Price Reporting Authority (``OPRA'') specifications and sends
the data to OPRA for redistribution to the public.
MDX provides to ``Customers'' \3\ a real-time, low latency data
feed that includes the CBOE BBO data and last sale data. (This data
feed is sometimes referred to in this filing as the ``BBO Data Feed'').
The BBO and last sale data contained in the BBO Data Feed is identical
to the data that CBOE sends to OPRA.\4\ In addition, the BBO Data Feed
includes certain data that is not included in the data sent to OPRA,
namely, totals of customer versus non-customer contracts at the BBO,
All-or-None contingency orders priced better than or equal to the BBO,
and BBO data and last sale data for complex strategies (e.g., spreads,
straddles, buy-writes, etc.). The purpose of this proposed rule change
is to establish the fees MDX will charge for the sale of the BBO Data
Feed.
---------------------------------------------------------------------------
\3\ A ``Customer'' is any entity that receives the BBO Data Feed
directly from MDX's system and then distributes it either internally
or externally to Subscribers. A ``Subscriber'' is a person (other
than an employee of a Customer) that receives the BBO Data Feed from
a Customer for its own internal use.
\4\ The Exchange notes that MDX makes available to Customers the
BBO data and last sale data that is included in the BBO Data Feed no
earlier than the time at which the Exchange sends that data to OPRA.
The Exchange also notes that it also makes the BBO data and last
sale data that is included in the BBO Data Feed available directly
to its Trading Permit Holders, and permits them to redistribute the
data to their customers.
---------------------------------------------------------------------------
MDX would charge Customers a ``direct connect fee'' of $3,500 per
connection per month. MDX would also charge Customers a ``per user
fee'' of $25 per month per ``Authorized User'' or ``Device'' for
receipt of the BBO Data Feed by Subscribers. An ``Authorized User'' is
defined as an individual user (an individual human being) who is
uniquely identified (by user ID and confidential password or other
unambiguous method reasonably acceptable to MDX) and authorized by a
Customer to access the BBO Data Feed supplied by the Customer. A
``Device'' is defined as any computer, workstation or other item of
equipment, fixed or portable, that receives, accesses and/or displays
data in visual, audible or other form. Either a CBOE Trading Permit
Holder or a non-CBOE Trading Permit Holder may be a Customer. All
Customers would be assessed the same fees.
The proposed fees would be implemented on March 1, 2011.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of Section 6(b) of the Securities Exchange Act of
1934 (``Act'') \5\ in general, and, in particular, with Section 6(b)(4)
of the Act \6\ in that it provides for the equitable allocation of
reasonable dues, fees and other charges among CBOE Trading Permit
[[Page 12389]]
Holders and other persons using its facilities, and with Section
6(b)(5) \7\ of the Act in that there will be no unfair discrimination
between customers, issuers, brokers, or dealers in the distribution of
the data. In addition, the Exchange believes that the proposed rule
change is consistent with the requirements of Section 6(b)(8) \8\ of
the Act in that it does not impose any burden on competition not
necessary or appropriate in furtherance of the purposes of the Act. The
fees charged would be the same for all market participants, and
therefore do not unreasonably discriminate among market participants.
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\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(4).
\7\ 15 U.S.C. 78f(b)(5).
\8\ 15 U.S.C. 78f(b)(8).
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The Exchange believes that the proposed market data fees are
consistent with the requirements of the Act for several reasons. First,
they compare favorably to fees that other markets charge for similar
products. The proposed direct connect fee of $3,500 per connection per
month and per user fee of $25 per month compares favorably to the fees
NASDAQ OMX PHLX and ISE charge for similar market data products. NASDAQ
OMX PHLX charges Internal Distributors a monthly fee of $4,000 per
organization, External Distributors a monthly fee of $5,000 per
organization and monthly subscriber fees of $20 per Professional
Subscriber and $1 per Non-Professional Subscriber for its ``TOPO Plus
Orders'' data feed, which like the BBO Data Feed includes top-of-book
data (including orders, quotes and trades) and other market data.\9\
ISE charges distributors of its ISE Depth of Market Feed a monthly fee
of $5,000 plus $50 per month per controlled device for Professionals
and $5 per month per controlled device for Non-Professionals.\10\
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\9\ See, NASDAQ OMX PHLX LLC Fee Schedule, Section X,
Proprietary Data Feed Fees.
\10\ See, ISE Schedule of Fees, Market Data Fees. The Exchange
believes that ISE does not market a separate data product that
includes only its top of book prices, but top of book prices are an
important element of the ISE Depth of Market Feed.
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The Exchange also believes that the proposed fees for the BBO Data
Feed are consistent with the requirements of the Act because
competition provides an effective constraint on the market data fees
that the Exchange, through MDX, has the ability and the incentive to
charge. CBOE has a compelling need to attract order flow from market
participants in order to maintain its share of trading volume. This
compelling need to attract order flow imposes significant pressure on
CBOE to act reasonably in setting its fees for market data,
particularly given that the market participants that will pay such fees
often will be the same market participants from whom CBOE must attract
order flow. These market participants include broker-dealers that
control the handling of a large volume of customer and proprietary
order flow. Given the portability of order flow from one exchange to
another, any exchange that sought to charge unreasonably high data fees
would risk alienating many of the same customers on whose orders it
depends for competitive survival. CBOE currently competes with eight
options exchanges (including CBOE's affiliate, C2 Options Exchange) for
order flow.\11\
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\11\ The Commission has previously made a finding that the
options industry is subject to significant competitive forces. See
e.g., Securities Exchange Act Release No. 59949 (May 20, 2009), 74
FR 25593 (May 28, 2009) (SR-ISE-2009-97) (order approving ISE's
proposal to establish fees for a real-time depth of market data
offering).
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CBOE is constrained in pricing the BBO Data Feed by the
availability to market participants of alternatives to purchasing the
BBO Data Feed. CBOE must consider the extent to which market
participants would choose one or more alternatives instead of
purchasing the exchange's data. For example, the BBO data and last sale
data available in the BBO Data Feed are included in the OPRA data feed.
The OPRA data is widely distributed and relatively inexpensive, thus
constraining CBOE's ability to price the BBO Data Feed. In this
respect, the OPRA data feed, which includes the exchange's transaction
information, is a significant alternative to the BBO Data Feed product.
Further, other options exchanges can and have produced their own
top-of-book products, and thus are sources of potential competition for
MDX. As noted above, NASDAQ OMX PHLX and ISE offer market data products
that compete with the BBO Data Feed. In addition, the Exchange believes
other options exchanges may currently offer top-of-book market data
products for a fee or for free.
For the reasons cited above, the Exchange believes that the BBO
Data Feed offering, including the proposed fees, is equitable, fair,
reasonable and not unreasonably discriminatory. In addition, the
Exchange believes that no substantial countervailing basis exists to
support a finding that the proposed terms and fees for the BBO Data
Feed fail to meet the requirements of the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of purposes of the Act. The Exchange believes that the BBO
Data Feed offered by MDX will help attract new users and new order flow
to the Exchange, thereby improving the Exchange's ability to compete in
the market for options order flow and executions.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \12\ and subparagraph (f)(2) of Rule 19b-4 \13\
thereunder. At any time within 60 days of the filing of the proposed
rule change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(2). [sic]
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-CBOE-2011-014 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-CBOE-2011-014. 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
[[Page 12390]]
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 of such filing also
will be available for inspection and copying at the principal offices
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-
CBOE-2011-014, and should be submitted on or before March 28, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-5061 Filed 3-4-11; 8:45 am]
BILLING CODE 8011-01-P