Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Establish Transaction Fees for CBOE Gold ETF Volatility Index Options, 22427-22429 [2011-9648]
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Federal Register / Vol. 76, No. 77 / Thursday, April 21, 2011 / Notices
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)(ii) of the Act.14 At any time
within 60 days of the filing of such
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. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–9623 Filed 4–20–11; 8:45 am]
BILLING CODE 8011–01–P
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
No. SR–ISE–2011–18 on the subject
line.
emcdonald on DSK2BSOYB1PROD with NOTICES
printing in the Commission’s Public
Reference Room. Copies of such filing
also will be available for inspection and
copying at the principal office of the
ISE. 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–ISE–2011–18 and should be
submitted by May 12, 2011.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64304; File No. SR–CBOE–
2011–028]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Establish Transaction
Fees for CBOE Gold ETF Volatility
Index Options
April 15, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
Paper Comments
notice is hereby given that on April 8,
• Send paper comments in triplicate
2011, the Chicago Board Options
to Elizabeth Murphy, Secretary,
Exchange, Incorporated (the ‘‘Exchange’’
Securities and Exchange Commission,
or ‘‘CBOE’’) filed with the Securities and
100 F Street, NE., Washington, DC
Exchange Commission (the
20549–1090.
‘‘Commission’’) the proposed rule
All submissions should refer to File
change as described in Items I, II, and
Number SR–ISE–2011–18. This file
III below, which Items have been
number should be included on the
prepared by the Exchange. The
subject line if e-mail is used. To help the Commission is publishing this notice to
Commission process and review your
solicit comments on the proposed rule
comments more efficiently, please use
change from interested persons.
only one method. The Commission will
I. Self-Regulatory Organization’s
post all comments on the Commissions
Statement of the Terms of Substance of
Internet Web site (https://www.sec.gov/
the Proposed Rule Change
rules/sro.shtml). Copies of the
submission, all subsequent
CBOE proposes to amend its Fees
amendments, all written statements
Schedule to establish fees for
with respect to the proposed rule
transactions in CBOE Gold ETF
change that are filed with the
Volatility Index (‘‘GVZ’’) options. The
Commission, and all written
text of the proposed rule change is
communications relating to the
available on the Exchange’s Web site
proposed rule change between the
(https://www.cboe.org/legal), at the
Commission and any person, other than Exchange’s Office of the Secretary, and
those that may be withheld from the
at the Commission’s Public Reference
public in accordance with the
Room.
provisions of 5 U.S.C. 552, will be
15 17 CFR 200.30–3(a)(12).
available for Web site viewing and
1 15
14 15
U.S.C. 78s(b)(3)(A)(ii).
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2 17
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PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00069
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Sfmt 4703
22427
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of
and basis for the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange received approval to
list and trade options on the CBOE Gold
ETF Volatility Index (‘‘GVZ’’), which is
an up-to-the-minute market estimate of
the expected volatility of the SPDR Gold
Trust (‘‘GLD’’) calculated by using realtime bid/ask quotes of CBOE listed GLD
options.3 GVZ uses nearby and second
nearby options with at least 8 days left
to expiration and then weights them to
yield a constant, 30-day measure of the
expected (implied) volatility. The
Exchange will begin listing GVZ options
on April 12, 2011.
The purpose of this rule change is to
clarify that the existing transaction fees
for ‘‘Volatility Indexes’’ shall apply for
transactions in GVZ options, except that
the existing Surcharge Fee (currently
$.10 per contract for Volatility Index
options) will not apply to GVZ options.4
In addition, the Exchange’s marketing
fee 5 shall not apply to GVZ options.
For reference, the existing Volatility
Index transactions fees that will apply
to GVZ options are as follows:
• $0.40 per contract for customer
transactions;
3 See Securities Exchange Act Release No. 62139
(May 19, 2010), 75 FR 29597 (May 26, 2010)
(approving SR–CBOE–2010–018).
4 This fee is assessed to help the Exchange recoup
license fees the Exchange pays to the different
index licensors in order to list options on the
respective indexes.
5 See Footnote 6 of the Fees Schedule. In 2007,
the Exchange amended its Fees Schedule to
broaden the application of existing transaction fees
for VIX options to options on all volatility indexes
calculated by CBOE. At that time, the Exchange
replaced all references to ‘‘VIX’’ in its Fees Schedule
with ‘‘VOLATILITY INDEXES.’’ The reference to
‘‘VIX’’ in Footnote 6 was inadvertently omitted in
that filing. See Securities Exchange Act Release No.
56660 (October 15, 2007), 72 FR 59315 (October 19,
2007). Accordingly, the Exchange is proposing to
make a technical change to Footnote 6 to change the
reference from ‘‘VIX’’ to ‘‘VOLATILITY INDEXES.’’
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Federal Register / Vol. 76, No. 77 / Thursday, April 21, 2011 / Notices
emcdonald on DSK2BSOYB1PROD with NOTICES
• $0.40 per contract for voluntary
professional transactions;
• $0.40 per contract for professional
transactions
• $0.20 per contract for CBOE MarketMaker/DPM transactions; 6
• $0.25 per contract for Clearing
Trading Permit Holder proprietary
transactions; 7
• $0.40 per contract for broker-dealer
transactions;
• $0.10 per contract CFLEX Surcharge
Fee;
• $0.03 per contract floor brokerage
fee; 8
• $0.015 per contract floor brokerage
fee for crossed orders; 9
• $0.03 per contract par official fee; 10
and
• $0.015 per contract for par official
fee for crossed orders.11
The Exchange is also proposing to
establish a new Surcharge Fee on
transactions in GVZ options to help the
Exchange offset some of the costs and
expenses associated with new product
research and development and ongoing
maintenance. CBOE is a recognized
industry leader in product innovation
and believes that the introduction of
new products is beneficial for the
marketplace and provides investors
with new and important risk
management tools. Product innovation
necessarily results in costs and expenses
to the Exchange and involves risk. For
example, the Exchange conducts
surveys of market participants to scope
new products, invests in development
and marketing of new products and
engages in ongoing maintenance of new
products. Similarly, it takes time to
build liquidity in new products. As a
result, the Exchange believes that the
proposed $0.10 per contract Surcharge
Fee to help offset some of the costs and
expenses expended for product research
and development and ongoing
maintenance is appropriate and will
enable the Exchange to continue its
longstanding leadership role in options
product innovation.
The Exchange is proposing to codify
the new ‘‘Product Research &
Development’’ Surcharge Fee in Section
1 (Index Options) to the Fees Schedule
by setting it forth in new subparagraph
6 This is the standard rate that is subject to the
Liquidity Provider Sliding Scale as set forth in
Footnote 10 to the Fees Schedule.
7 This is the standard rate that is subject to the
CBOE Proprietary Products Sliding Scale for
Clearing Trading Permit Holder Proprietary Orders
as set forth in Footnote 11 to the Fees Schedule.
8 See Section 3 (Floor Brokerage and Par Official
Fees) to the Fee Schedule and Footnotes 1, 5 and
15 of the Fees Schedule.
9 Id.
10 Id.
11 Id.
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16:37 Apr 20, 2011
Jkt 223001
(B) under the existing ‘‘Surcharge Fee’’
category (and renaming the category
‘‘Surcharge Fees’’). The new Product
Research & Development Surcharge Fee
will apply to all non-public customer
transactions (i.e., CBOE and nonTrading Permit Holder market-maker,
Clearing Trading Permit Holder and
broker-dealer), including voluntary
professionals and professionals.12 The
Exchange notes that the existing
‘‘Surcharge Fee’’ is assessed on
transactions in certain index options,
including Volatility Indexes, and the
Exchange is expressly excluding GVZ
options from this fee. In order to
differentiate between the existing
Surcharge Fee and the proposed Product
Research & Development Surcharge Fee,
the Exchange is proposing to establish a
new subparagraph (A) which will be
named ‘‘Index License.’’ Those products
that are currently assessed the existing
Surcharge Fee will be itemized under
‘‘Index License’’ and GVZ will be
itemized under ‘‘Product Research &
Development.’’
The Exchange is also proposing to
make the first reference to
‘‘VOLATILITY INDEXES’’ in the Fees
Schedule an active hyperlink that will
take readers to a CBOE Web site that
identifies all of the Volatility Indexes
that underlie options traded on the
Exchange. Specifically, the first
reference to ‘‘VOLATILITY INDEXES’’ in
Section 1 (Index Options, I. Customer at
the third bullet point) will be displayed
in blue text and has been embedded
with the following hyperlink: https://
www.cboe.com/products/CashSettledIndexOptions.aspx#Volatility.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with Section
6(b) of the Act,13 in general, and furthers
the objectives of Section 6(b)(4) 14 of the
Act in particular, in that it is designed
to provide for the equitable allocation of
reasonable dues, fees, and other charges
among CBOE Trading Permit Holders
and other persons using its facilities.
The Exchange believes the fee changes
proposed by this filing are equitable
because they will apply uniformly to all
market participants that trade GVZ
options. In addition, the proposed fees
are reasonable and comparable to fees
that the Exchange currently assesses for
other volatility index products.
Furthermore, the proposed new Product
Research and Development Surcharge
12 See existing footnote 14 to Fees Schedule,
which shall apply to the proposed new Product
Research & Development Surcharge Fee.
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(4).
PO 00000
Frm 00070
Fmt 4703
Sfmt 4703
Fee will enable to Exchange to offset
some (although not all) of the costs and
expenses associated with offering new
products. For example, the Exchange
conducts surveys of market participants
to scope new products, invests in
development and marketing of new
products and engages in ongoing
maintenance of new products.
Similarly, it takes time to build liquidity
in new products. Finally, the proposed
fees further the Exchange’s goal of
introducing new products to the
marketplace that are competitively
priced.
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 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 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 proposed rule change is
designated by the Exchange as
establishing or changing a due, fee, or
other charge, thereby qualifying for
effectiveness on filing pursuant to
Section 19(b)(3)(A) of the Act 15 and
subparagraph (f)(2) of Rule 19b–4 16
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
15 15
16 17
E:\FR\FM\21APN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
21APN1
Federal Register / Vol. 76, No. 77 / Thursday, April 21, 2011 / Notices
Number SR–CBOE–2011–028 on the
subject line.
DEPARTMENT OF STATE
[Public Notice 7421]
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–2011–028. 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 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
publicly available. All submissions
should refer to File Number SR–CBOE–
2011–028 and should be submitted on
or before May 12, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–9648 Filed 4–20–11; 8:45 am]
emcdonald on DSK2BSOYB1PROD with NOTICES
BILLING CODE 8011–01–P
17 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
16:37 Apr 20, 2011
Jkt 223001
Bureau of Educational and Cultural
Affairs (ECA) Request for Grant
Proposals: ‘‘American Film
Showcase—Contemporary Voices in
Documentary and Fiction Film’’
Announcement Type: New
Cooperative Agreement.
Funding Opportunity Number: ECA/
PE/C/CU–11–46.
Catalog of Federal Domestic
Assistance Number: 19.415.
Key Dates: September 1, 2011 to
January 31, 2013.
Application Deadline: May 25, 2011.
Executive Summary: The Cultural
Programs Division of the Office of
Citizen Exchanges in the Bureau of
Educational and Cultural Affairs (ECA)
announces an open competition for a
cooperative agreement to administer the
‘‘American Film Showcase—
Contemporary Voices in Documentary
and Fiction Film.’’ Through this
program, ECA seeks to bring awardwinning independent American
documentaries and narrative films to
audiences around the world to offer
contemporary new insights into
American life and culture and issues
affecting democratic societies. The films
and their filmmakers will be showcased
at international venues, including U.S.
Embassy-organized events and/or U.S.
Embassy-supported international
documentary and feature film festivals.
This program will provide for travel by
documentary and feature filmmakers
and film experts in conjunction with
public presentation of the films
overseas. In addition to presentations,
American filmmakers and film experts
will be expected to conduct or
participate in master classes,
workshops, lectures and other outreach
activities designed for a variety of
audiences, with a focus on younger and
underserved audiences. The classes are
expected to include filmmaking
workshops and training in digital
technology, emergent media, and
creative use of social media. The
Showcase also will provide for followup programming that could include
return visits overseas by American
filmmakers or visits by young foreign
filmmakers to the United States.
Through this solicitation, ECA seeks
an organization to identify and select a
collection of contemporary American
documentary and narrative films that
offer a broad overview of the best in
current American independent
filmmaking.
The films should demonstrate high
artistic quality, illustrate diverse
PO 00000
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22429
viewpoints, address a variety of social
issues, and reflect the creativity
inherent in an open, democratic society.
Documentaries are the priority focus
of the American Film Showcase. They
should address important and
compelling themes and represent more
than half of the films in the Showcase,
with the remainder being narrative/
fiction films. The Showcase also should
include a small collection of animated
shorts.
U.S. public and non-profit
organizations meeting the provisions
described in Internal Revenue code
section 26 U.S.C. 501(c)(3) may submit
proposals for the American Film
Showcase.
For this competition, all applicants
must demonstrate sufficient experience
successfully exhibiting, distributing, or
otherwise promoting American
documentaries and narrative films. They
also should demonstrate extensive
knowledge of independent
filmmaking—especially the
documentary field—both in the U.S. and
overseas.
Proposals from organizations with
significant international experience and
also educational programming
experience will be more competitive.
I. Funding Opportunity Description
Authority
Overall grant making authority for
this program is contained in the Mutual
Educational and Cultural Exchange Act
of 1961, Public Law 87–256, as
amended, also known as the FulbrightHays Act. The purpose of the Act is ‘‘to
enable the Government of the United
States to increase mutual understanding
between the people of the United States
and the people of other countries * * *;
to strengthen the ties which unite us
with other nations by demonstrating the
educational and cultural interests,
developments, and achievements of the
people of the United States and other
nations * * * and thus to assist in the
development of friendly, sympathetic
and peaceful relations between the
United States and the other countries of
the world.’’ The funding authority for
the program above is provided through
legislation.
Purpose
The Bureau seeks proposals that will
showcase and promote contemporary
American independent documentaries
and narrative films and their filmmakers
at a variety of international venues,
including U.S. Embassy-organized
events and U.S. Embassy-supported
documentary film festivals, as well as at
universities, museums, binational
E:\FR\FM\21APN1.SGM
21APN1
Agencies
[Federal Register Volume 76, Number 77 (Thursday, April 21, 2011)]
[Notices]
[Pages 22427-22429]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-9648]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64304; File No. SR-CBOE-2011-028]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Establish Transaction Fees for CBOE Gold ETF
Volatility Index Options
April 15, 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 April 8, 2011, the Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``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 Substance
of the Proposed Rule Change
CBOE proposes to amend its Fees Schedule to establish fees for
transactions in CBOE Gold ETF Volatility Index (``GVZ'') options. 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, the self-regulatory organization
included statements concerning the purpose of and basis for the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange received approval to list and trade options on the
CBOE Gold ETF Volatility Index (``GVZ''), which is an up-to-the-minute
market estimate of the expected volatility of the SPDR Gold Trust
(``GLD'') calculated by using real-time bid/ask quotes of CBOE listed
GLD options.\3\ GVZ uses nearby and second nearby options with at least
8 days left to expiration and then weights them to yield a constant,
30-day measure of the expected (implied) volatility. The Exchange will
begin listing GVZ options on April 12, 2011.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 62139 (May 19,
2010), 75 FR 29597 (May 26, 2010) (approving SR-CBOE-2010-018).
---------------------------------------------------------------------------
The purpose of this rule change is to clarify that the existing
transaction fees for ``Volatility Indexes'' shall apply for
transactions in GVZ options, except that the existing Surcharge Fee
(currently $.10 per contract for Volatility Index options) will not
apply to GVZ options.\4\ In addition, the Exchange's marketing fee \5\
shall not apply to GVZ options.
---------------------------------------------------------------------------
\4\ This fee is assessed to help the Exchange recoup license
fees the Exchange pays to the different index licensors in order to
list options on the respective indexes.
\5\ See Footnote 6 of the Fees Schedule. In 2007, the Exchange
amended its Fees Schedule to broaden the application of existing
transaction fees for VIX options to options on all volatility
indexes calculated by CBOE. At that time, the Exchange replaced all
references to ``VIX'' in its Fees Schedule with ``VOLATILITY
INDEXES.'' The reference to ``VIX'' in Footnote 6 was inadvertently
omitted in that filing. See Securities Exchange Act Release No.
56660 (October 15, 2007), 72 FR 59315 (October 19, 2007).
Accordingly, the Exchange is proposing to make a technical change to
Footnote 6 to change the reference from ``VIX'' to ``VOLATILITY
INDEXES.''
---------------------------------------------------------------------------
For reference, the existing Volatility Index transactions fees that
will apply to GVZ options are as follows:
$0.40 per contract for customer transactions;
[[Page 22428]]
$0.40 per contract for voluntary professional
transactions;
$0.40 per contract for professional transactions
$0.20 per contract for CBOE Market-Maker/DPM transactions;
\6\
---------------------------------------------------------------------------
\6\ This is the standard rate that is subject to the Liquidity
Provider Sliding Scale as set forth in Footnote 10 to the Fees
Schedule.
---------------------------------------------------------------------------
$0.25 per contract for Clearing Trading Permit Holder
proprietary transactions; \7\
---------------------------------------------------------------------------
\7\ This is the standard rate that is subject to the CBOE
Proprietary Products Sliding Scale for Clearing Trading Permit
Holder Proprietary Orders as set forth in Footnote 11 to the Fees
Schedule.
---------------------------------------------------------------------------
$0.40 per contract for broker-dealer transactions;
$0.10 per contract CFLEX Surcharge Fee;
$0.03 per contract floor brokerage fee; \8\
---------------------------------------------------------------------------
\8\ See Section 3 (Floor Brokerage and Par Official Fees) to the
Fee Schedule and Footnotes 1, 5 and 15 of the Fees Schedule.
---------------------------------------------------------------------------
$0.015 per contract floor brokerage fee for crossed
orders; \9\
---------------------------------------------------------------------------
\9\ Id.
---------------------------------------------------------------------------
$0.03 per contract par official fee; \10\ and
---------------------------------------------------------------------------
\10\ Id.
---------------------------------------------------------------------------
$0.015 per contract for par official fee for crossed
orders.\11\
---------------------------------------------------------------------------
\11\ Id.
---------------------------------------------------------------------------
The Exchange is also proposing to establish a new Surcharge Fee on
transactions in GVZ options to help the Exchange offset some of the
costs and expenses associated with new product research and development
and ongoing maintenance. CBOE is a recognized industry leader in
product innovation and believes that the introduction of new products
is beneficial for the marketplace and provides investors with new and
important risk management tools. Product innovation necessarily results
in costs and expenses to the Exchange and involves risk. For example,
the Exchange conducts surveys of market participants to scope new
products, invests in development and marketing of new products and
engages in ongoing maintenance of new products. Similarly, it takes
time to build liquidity in new products. As a result, the Exchange
believes that the proposed $0.10 per contract Surcharge Fee to help
offset some of the costs and expenses expended for product research and
development and ongoing maintenance is appropriate and will enable the
Exchange to continue its longstanding leadership role in options
product innovation.
The Exchange is proposing to codify the new ``Product Research &
Development'' Surcharge Fee in Section 1 (Index Options) to the Fees
Schedule by setting it forth in new subparagraph (B) under the existing
``Surcharge Fee'' category (and renaming the category ``Surcharge
Fees''). The new Product Research & Development Surcharge Fee will
apply to all non-public customer transactions (i.e., CBOE and non-
Trading Permit Holder market-maker, Clearing Trading Permit Holder and
broker-dealer), including voluntary professionals and
professionals.\12\ The Exchange notes that the existing ``Surcharge
Fee'' is assessed on transactions in certain index options, including
Volatility Indexes, and the Exchange is expressly excluding GVZ options
from this fee. In order to differentiate between the existing Surcharge
Fee and the proposed Product Research & Development Surcharge Fee, the
Exchange is proposing to establish a new subparagraph (A) which will be
named ``Index License.'' Those products that are currently assessed the
existing Surcharge Fee will be itemized under ``Index License'' and GVZ
will be itemized under ``Product Research & Development.''
---------------------------------------------------------------------------
\12\ See existing footnote 14 to Fees Schedule, which shall
apply to the proposed new Product Research & Development Surcharge
Fee.
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The Exchange is also proposing to make the first reference to
``VOLATILITY INDEXES'' in the Fees Schedule an active hyperlink that
will take readers to a CBOE Web site that identifies all of the
Volatility Indexes that underlie options traded on the Exchange.
Specifically, the first reference to ``VOLATILITY INDEXES'' in Section
1 (Index Options, I. Customer at the third bullet point) will be
displayed in blue text and has been embedded with the following
hyperlink: https://www.cboe.com/products/Cash-SettledIndexOptions.aspx#Volatility.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
Section 6(b) of the Act,\13\ in general, and furthers the objectives of
Section 6(b)(4) \14\ of the Act in particular, in that it is designed
to provide for the equitable allocation of reasonable dues, fees, and
other charges among CBOE Trading Permit Holders and other persons using
its facilities. The Exchange believes the fee changes proposed by this
filing are equitable because they will apply uniformly to all market
participants that trade GVZ options. In addition, the proposed fees are
reasonable and comparable to fees that the Exchange currently assesses
for other volatility index products. Furthermore, the proposed new
Product Research and Development Surcharge Fee will enable to Exchange
to offset some (although not all) of the costs and expenses associated
with offering new products. For example, the Exchange conducts surveys
of market participants to scope new products, invests in development
and marketing of new products and engages in ongoing maintenance of new
products. Similarly, it takes time to build liquidity in new products.
Finally, the proposed fees further the Exchange's goal of introducing
new products to the marketplace that are competitively priced.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(4).
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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 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 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 proposed rule change is designated by the Exchange as
establishing or changing a due, fee, or other charge, thereby
qualifying for effectiveness on filing pursuant to Section 19(b)(3)(A)
of the Act \15\ and subparagraph (f)(2) of Rule 19b-4 \16\ 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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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(2).
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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
[[Page 22429]]
Number SR-CBOE-2011-028 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-2011-028. 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 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 publicly available. All
submissions should refer to File Number SR-CBOE-2011-028 and should be
submitted on or before May 12, 2011.
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\17\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-9648 Filed 4-20-11; 8:45 am]
BILLING CODE 8011-01-P