Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing of Proposed Rule Change To Amend FINRA Rule 5131 (New Issue Allocations and Distributions), 24076-24078 [2011-10447]
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24076
Federal Register / Vol. 76, No. 83 / Friday, April 29, 2011 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Number SR–NYSEAmex–2011–25 on
the subject line.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
No written comments were solicited
or received with respect to the proposed
rule change.
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
[Release No. 34–64341; File No. SR–FINRA–
2011–017]
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 12 and Rule
19b–4(f)(6) thereunder.13 Because the
proposed rule change does not: (i)
significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 14 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),15 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest.
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.
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–10413 Filed 4–28–11; 8:45 am]
Electronic Comments
srobinson on DSKHWCL6B1PROD with NOTICES
All submissions should refer to File
Number SR–NYSEAmex–2011–25. 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 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–
NYSEAmex–2011–25 and should be
submitted on or before May 20, 2011.
• 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
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
14 17 CFR 240.19b–4(f)(6).
15 17 CFR 240.19b–4(f)(6)(iii).
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Proposed Rule Change To Amend
FINRA Rule 5131 (New Issue
Allocations and Distributions)
April 26, 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 April 18,
2011, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) 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 substantially 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 FINRA
Rule 5131 (New Issue Allocations and
Distributions) to simplify the spinning
provision and to delay the
implementation date of paragraphs (b)
and (d)(4).
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
BILLING CODE 8011–01–P
1. Purpose
On November 29, 2010, FINRA issued
Regulatory Notice 10–60 announcing
12 15
13 17
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16 17
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CFR 200.30–3(a)(12).
Frm 00108
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E:\FR\FM\29APN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
29APN1
Federal Register / Vol. 76, No. 83 / Friday, April 29, 2011 / Notices
Commission approval of SR–NASD–
2003–140 3 and designating the effective
date of new Rule 5131 (the ‘‘Rule’’) as
May 27, 2011.4
A. Spinning
srobinson on DSKHWCL6B1PROD with NOTICES
Paragraph (b) of the Rule (Spinning),
implements a recommendation from the
IPO Advisory Committee Report 5 to
prohibit spinning—i.e., an underwriter’s
allocation of IPO shares to directors or
executives of investment banking clients
in exchange for receipt of investment
banking business. The primary means
by which the Rule prohibits spinning is
through a series of prophylactic
prohibitions on the allocation of new
issues. Specifically, the Rule prohibits
allocations of a new issue to any
account in which an executive officer or
director of a public company or a
covered non-public company, or a
person materially supported by such
executive officer or director, has a
beneficial interest: (A) If the company is
currently an investment banking
services client of the member or the
member has received compensation
from the company for investment
banking services in the past 12 months;
(B) if the person responsible for making
the allocation decision knows or has
reason to know that the member intends
to provide, or expects to be retained by
the company for, investment banking
services within the next 3 months; or (C)
on the express or implied condition that
such executive officer or director, on
behalf of the company, will retain the
member for the performance of future
investment banking services.
Paragraph (b)(1) requires that
members establish, maintain and
enforce policies and procedures
reasonably designed to ensure that
investment banking personnel have no
involvement or influence, directly or
indirectly, in the new issue allocation
decisions of the member. However,
because the term ‘‘investment banking
personnel’’ is not defined in the Rule,
members have raised concern that, if the
term is read co-extensively with the
definition of ‘‘investment banking
services,’’ certain necessary functions
traditionally performed by syndicate
personnel would be prohibited. In light
of this unintended consequence, FINRA
is proposing to delete paragraph (b)(1).
3 See
Securities Exchange Act Release No. 63010
(September 29, 2010), 75 FR 61541 (October 5,
2010) (Order Approving File No. SR–NASD–2003–
140).
4 See Regulatory Notice 10–60 (November 2010)
(Approval of New Issue Rule).
5 NYSE/NASD IPO Advisory Committee Report
and Recommendations (May 2003). https://
www.finra.org/web/groups/industry/@ip/@reg/
@guide/documents/industry/p010373.pdf.
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17:39 Apr 28, 2011
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24077
FINRA believes that benefits of the antispinning provisions can be attained
without this particular provision
inasmuch as firms currently are
required to have written policies and
procedures with respect to the spinning
prohibitions in paragraph (b)(2)
pursuant to NASD Rule 3010.
In addition, upon further discussions
with member firms regarding the steps
necessary to prepare for compliance
with the spinning provisions,6 FINRA
proposes to delay the implementation
date of paragraph (b), as amended, until
September 26, 2011.
member compliance efforts and helping
to maintain investor confidence in the
capital markets.
B. Market Orders
Paragraph (d)(4) of the Rule (Market
Orders) prohibits members from
accepting any market order for the
purchase of shares of a new issue in the
secondary market prior to the
commencement of trading of such
shares in the secondary market.
Members have requested additional
time to develop a process for reliably
identifying new issues and to modify
their order handling systems to prevent
the acceptance of market orders in new
issue shares in contravention of the
Rule. FINRA believes the Rule must
carefully balance the investor protection
concerns with needs of issuers in capital
formation and market participants in
price discovery. Accordingly, FINRA
proposes to delay the implementation
date of paragraph (d)(4) until September
26, 2011.
The effective date of the proposed
rule change will be the date of
Commission approval. However, FINRA
also is proposing to delay the
implementation date of paragraphs (b)
and (d)(4) until September 26, 2011.
Written comments were neither
solicited nor received.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Exchange
Act,7 which requires, among other
things, that FINRA rules must be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, and, in general, to protect
investors and the public interest. FINRA
believes the proposed rule change
simplifies member obligations with
respect to Rule 5131, thereby aiding
6 For example, members have requested
additional time to: (1) Create additional forms,
account documents and other measures of obtaining
information from clients necessary to assess
eligibility for new issue allocations under the new
Rule; (2) build systems and surveillance
infrastructure to ensure appropriate blocks of
allocations; and (3) develop appropriate compliance
policies and procedures and training materials on
the new policies and procedures.
7 15 U.S.C. 78o–3(b)(6).
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Exchange Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
(i) as the Commission may designate up
to 90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
The Commission is considering
granting accelerated approval of the
proposed rule change at the end of a
15-day comment period.
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–FINRA–2011–017 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–FINRA–2011–017. This file
number should be included on the
E:\FR\FM\29APN1.SGM
29APN1
24078
Federal Register / Vol. 76, No. 83 / Friday, April 29, 2011 / Notices
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 website viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of
FINRA. All comments received will be
posted without change; the Commission
does not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–FINRA–2011–017 and
should be submitted on or before May
16, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–10447 Filed 4–28–11; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64334; File No. SR–NYSE–
2011–18]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend Rule
72(d) Regarding Agency Cross
Transactions
srobinson on DSKHWCL6B1PROD with NOTICES
April 25, 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 19,
2011, New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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17:39 Apr 28, 2011
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 72(d) with respect to agency cross
transactions. The text of the proposed
rule change is available at the Exchange,
at https://www.nyse.com, at the
Commission’s Public Reference Room,
and at https://www.sec.gov.
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 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
BILLING CODE 8011–01–P
8 17
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.
The Exchange proposes to amend
Rule 72(d) with respect to agency cross
transactions.3 Legacy Rule 72(b) became
current Rule 72(d) when the Exchange
adopted the New Market Model Pilot.
Although the rule text was renumbered
as part of the New Market Model Pilot
filing, the substance of the rule was not
changed from its prior version.
3 The provisions of Rule 72 are in effect during
a pilot set to end on August 1, 2011. See Securities
Exchange Act Release No. 58845 (October 24, 2008),
73 FR 64379 (October 29, 2008) (SR–NYSE–2008–
46) (establishing the ‘‘New Market Model Pilot’’ or
‘‘Pilot’’). See also Securities Exchange Act Release
Nos. 60756 (October 1, 2009), 74 FR 51628 (October
7, 2009) (SR–NYSE–2009–100) (extending Pilot to
November 30, 2009); 61031 (November 19, 2009),
74 FR 62368 (November 27, 2009) (SR–NYSE–
2009–113) (extending Pilot to March 30, 2010);
61724 (March 17, 2010), 75 FR 14221 (March 24,
2010) (SR–NYSE–2010–25) (extending Pilot to
September 30, 2010); 62819 (September 1, 2010), 75
FR 54937 (September 9, 2010) (SR–NYSE–2010–61)
(extending Pilot to January 31, 2011); and 63618
(December 29, 2010), 76 FR 617 (January 5, 2011)
(SR–NYSE–2010–85) (extending Pilot to August 1,
2011).
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Under NYSE Rule 72(d), when a
member 4 has an order to buy and an
order to sell an equivalent amount of the
same security, and both orders are for
25,000 shares or more, the member may
‘‘cross’’ those orders at a price at or
within the Exchange best bid or offer
and does not have to break up the cross
transaction to trade with any bids or
offers previously displayed at the
Exchange best bid or offer, including
any interest with priority (a ‘‘72(d)
crossing transaction’’).5 NYSE Rule 72(d)
further provides that a member can
effect a 72(d) crossing transaction only
for the accounts of persons who are not
members or member organizations.
Accordingly, a Floor broker cannot use
this provision for customers who are
unaffiliated NYSE members or member
organizations.
The Exchange proposes to amend
Rule 72(d) to change the required
minimum share size from 25,000 and
instead require that both the order to
buy and the order to sell be ‘‘block’’
orders, which the Exchange proposes to
define for purposes of Rule 72 as at least
10,000 shares or a quantity of stock
having a market value of $200,000 or
more, whichever is less.6 This proposed
change would more closely align agency
cross transactions with other ‘‘block’’
orders with respect to the minimum
applicable order size.7
The Exchange further proposes to
amend Rule 72(d) to modify the current
restriction that a member may not effect
a 72(d) crossing transaction for the
account of a member or member
organization. The Exchange instead
proposes to conform Rule 72(d) to Rule
90, and restrict a member from effecting
a 72(d) crossing transaction for the
account of such member or member
organization, an account of an
associated person, or an account with
respect to which the member, member
organization or associated person
4 The reference to ‘‘member’’ in Rule 72(d) and
this rule proposal means only Floor broker
members. Designated Market Makers (‘‘DMMs’’),
while members of the Exchange, do not have any
agency relationships, and are therefore not able to
effect this type of cross.
5 A transaction effected at the cross price in
reliance on NYSE Rule 72(d) is printed as a
‘‘stopped stock’’ to denote that the transaction was
outside of normal market procedures. See NYSE
Rule 128A.16. See also Securities Exchange Act
Release No. 31343 (October 21, 1992), 57 FR 48645
(October 27, 1992) (SR–NYSE–90–39). The
Exchange notes that block-sized crosses outside of
the Exchange best bid or offer are addressed under
NYSE Rule 127.
6 The Exchange proposes to include the ‘‘block’’
definition as new Supplementary Material .10 to
Rule 72.
7 See, e.g., NYSE Rules 104 and 127, which
provide that a ‘‘block’’ shall be at least 10,000 shares
or a quantity of stock having a market value of
$200,000 or more, whichever is less.
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Agencies
[Federal Register Volume 76, Number 83 (Friday, April 29, 2011)]
[Notices]
[Pages 24076-24078]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-10447]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64341; File No. SR-FINRA-2011-017]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing of Proposed Rule Change To Amend
FINRA Rule 5131 (New Issue Allocations and Distributions)
April 26, 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 April 18, 2011, Financial Industry Regulatory Authority, Inc.
(``FINRA'') 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 substantially by FINRA. 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
FINRA is proposing to amend FINRA Rule 5131 (New Issue Allocations
and Distributions) to simplify the spinning provision and to delay the
implementation date of paragraphs (b) and (d)(4).
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
On November 29, 2010, FINRA issued Regulatory Notice 10-60
announcing
[[Page 24077]]
Commission approval of SR-NASD-2003-140 \3\ and designating the
effective date of new Rule 5131 (the ``Rule'') as May 27, 2011.\4\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 63010 (September 29,
2010), 75 FR 61541 (October 5, 2010) (Order Approving File No. SR-
NASD-2003-140).
\4\ See Regulatory Notice 10-60 (November 2010) (Approval of New
Issue Rule).
---------------------------------------------------------------------------
A. Spinning
Paragraph (b) of the Rule (Spinning), implements a recommendation
from the IPO Advisory Committee Report \5\ to prohibit spinning--i.e.,
an underwriter's allocation of IPO shares to directors or executives of
investment banking clients in exchange for receipt of investment
banking business. The primary means by which the Rule prohibits
spinning is through a series of prophylactic prohibitions on the
allocation of new issues. Specifically, the Rule prohibits allocations
of a new issue to any account in which an executive officer or director
of a public company or a covered non-public company, or a person
materially supported by such executive officer or director, has a
beneficial interest: (A) If the company is currently an investment
banking services client of the member or the member has received
compensation from the company for investment banking services in the
past 12 months; (B) if the person responsible for making the allocation
decision knows or has reason to know that the member intends to
provide, or expects to be retained by the company for, investment
banking services within the next 3 months; or (C) on the express or
implied condition that such executive officer or director, on behalf of
the company, will retain the member for the performance of future
investment banking services.
---------------------------------------------------------------------------
\5\ NYSE/NASD IPO Advisory Committee Report and Recommendations
(May 2003). https://www.finra.org/web/groups/industry/@ip/@reg/@guide/documents/industry/p010373.pdf.
---------------------------------------------------------------------------
Paragraph (b)(1) requires that members establish, maintain and
enforce policies and procedures reasonably designed to ensure that
investment banking personnel have no involvement or influence, directly
or indirectly, in the new issue allocation decisions of the member.
However, because the term ``investment banking personnel'' is not
defined in the Rule, members have raised concern that, if the term is
read co-extensively with the definition of ``investment banking
services,'' certain necessary functions traditionally performed by
syndicate personnel would be prohibited. In light of this unintended
consequence, FINRA is proposing to delete paragraph (b)(1). FINRA
believes that benefits of the anti-spinning provisions can be attained
without this particular provision inasmuch as firms currently are
required to have written policies and procedures with respect to the
spinning prohibitions in paragraph (b)(2) pursuant to NASD Rule 3010.
In addition, upon further discussions with member firms regarding
the steps necessary to prepare for compliance with the spinning
provisions,\6\ FINRA proposes to delay the implementation date of
paragraph (b), as amended, until September 26, 2011.
---------------------------------------------------------------------------
\6\ For example, members have requested additional time to: (1)
Create additional forms, account documents and other measures of
obtaining information from clients necessary to assess eligibility
for new issue allocations under the new Rule; (2) build systems and
surveillance infrastructure to ensure appropriate blocks of
allocations; and (3) develop appropriate compliance policies and
procedures and training materials on the new policies and
procedures.
---------------------------------------------------------------------------
B. Market Orders
Paragraph (d)(4) of the Rule (Market Orders) prohibits members from
accepting any market order for the purchase of shares of a new issue in
the secondary market prior to the commencement of trading of such
shares in the secondary market. Members have requested additional time
to develop a process for reliably identifying new issues and to modify
their order handling systems to prevent the acceptance of market orders
in new issue shares in contravention of the Rule. FINRA believes the
Rule must carefully balance the investor protection concerns with needs
of issuers in capital formation and market participants in price
discovery. Accordingly, FINRA proposes to delay the implementation date
of paragraph (d)(4) until September 26, 2011.
The effective date of the proposed rule change will be the date of
Commission approval. However, FINRA also is proposing to delay the
implementation date of paragraphs (b) and (d)(4) until September 26,
2011.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Exchange Act,\7\ which requires,
among other things, that FINRA rules must be designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, and, in general, to protect investors
and the public interest. FINRA believes the proposed rule change
simplifies member obligations with respect to Rule 5131, thereby aiding
member compliance efforts and helping to maintain investor confidence
in the capital markets.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78o-3(b)(6).
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Exchange Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor 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 (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
The Commission is considering granting accelerated approval of the
proposed rule change at the end of a 15-day comment period.
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-FINRA-2011-017 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-FINRA-2011-017. This
file number should be included on the
[[Page 24078]]
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 website viewing and printing in the Commission's Public
Reference Room, 100 F Street, NE., Washington, DC 20549, on official
business days between the hours of 10 a.m. and 3 p.m. Copies of such
filing also will be available for inspection and copying at the
principal office of FINRA. All comments received will be posted without
change; the Commission does not edit personal identifying information
from submissions. You should submit only information that you wish to
make available publicly. All submissions should refer to File Number
SR-FINRA-2011-017 and should be submitted on or before May 16, 2011.
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\8\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\8\
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-10447 Filed 4-28-11; 8:45 am]
BILLING CODE 8011-01-P