Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX LLC Relating to the Options Floor Broker Subsidy, 28113-28115 [2011-11765]
Download as PDF
Federal Register / Vol. 76, No. 93 / Friday, May 13, 2011 / Notices
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–EDGX–
2011–13 and should be submitted on or
before June 3, 2011.
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.12
Cathy H. Ahn,
Deputy Secretary.
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–EDGX–2011–13 on the
subject line.
mstockstill on DSKH9S0YB1PROD with NOTICES
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.
SECURITIES AND EXCHANGE
COMMISSION
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–EDGX–2011–13. 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,11 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
11 The text of the proposed rule change is
available on the Exchange’s Web site at https://
www.directedge.com, on the Commission’s Web site
at https://www.sec.gov, at EDGX, and at the
Commission’s Public Reference Room.
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17:22 May 12, 2011
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[FR Doc. 2011–11763 Filed 5–12–11; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–64446; File No. SR–Phlx–
2011–62]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX LLC Relating to the
Options Floor Broker Subsidy
May 9, 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 29,
2011, NASDAQ OMX PHLX LLC (‘‘Phlx’’
or ‘‘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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Section VIII of its Fee Schedule titled
the ‘‘Options Floor Broker Subsidy.’’
While changes to the Fee Schedule
pursuant to this proposal are effective
upon filing, the Exchange has
designated these changes to be operative
on May 2, 2011.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, at the
Commission’s Public Reference Room,
and on the Commission’s Web site at
https://www.sec.gov.
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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28113
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 these
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 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: (i) Eliminate the threshold
requirement that a member organization
with Exchange registered floor brokers
must have more than an average of
100,000 executed contracts per day in
the applicable month; (ii) amend the
computation for eligible contracts; and
(iii) amend the eligible contracts per tier
and monthly volume subsidy payments.
The Exchange believes that the
proposed amendments could enable a
member organization to receive a higher
subsidy because the Exchange is
changing from a daily average to a
monthly total calculation to determine
the number of contracts traded.
Eliminating a Threshold
The Exchange currently pays an
Options Floor Broker Subsidy to
member organizations with Exchange
registered floor brokers that enter
eligible contracts into the Exchange’s
Floor Broker Management System
(‘‘FBMS’’).3 To qualify for the per
contract subsidy, a member organization
with Exchange registered floor brokers
must have more than 100,000 average
executed contracts per day in the month
(‘‘100,000 contract threshold’’).4 Only
the volume from orders entered by floor
brokers into FBMS and subsequently
executed on the Exchange qualifies. The
3 FBMS is designed to enable floor brokers and/
or their employees to enter, route, and report
transactions stemming from options orders received
on the Exchange. FBMS also is designed to establish
an electronic audit trail for options orders
represented and executed by floor brokers on the
Exchange. See Exchange Rule 1080, commentary
.06.
4 For purposes of calculating the 100,000
threshold, customer-to-customer transactions,
customer-to-non-customer transactions, and noncustomer-to-non-customer transactions are
currently included.
E:\FR\FM\13MYN1.SGM
13MYN1
28114
Federal Register / Vol. 76, No. 93 / Friday, May 13, 2011 / Notices
100,000 contract threshold is calculated
per member organization floor brokerage
unit. Where two or more member
organizations with Exchange registered
floor brokers each entered one side of a
transaction into FBMS, the executed
contracts are divided equally among
qualifying member organizations that
participate in that transaction.5
The Exchange is proposing to
eliminate the 100,000 contract
threshold. The Exchange believes that
this threshold is no longer necessary
because the Exchange is changing to a
monthly total calculation. In the future,
all eligible contracts will qualify for a
subsidy rather than just those that are
entered by members exceeding the
100,000 contract threshold.
Computation for Eligible Contracts
Currently, customer-to-customer
transactions qualify towards the 100,000
contract threshold, but do not qualify
for the subsidy. Dividend, merger and
short stock interest strategies do not
qualify towards the 100,000 contract
threshold or the per contract subsidy.
The largest component of a Complex
Order counts toward the 100,000
contract threshold but neither that
component nor any other component of
the Complex Order qualifies for the per
contract subsidy. Firm facilitation
transactions count towards reaching the
100,000 contract threshold, but no per
contract subsidy is paid for a firm
facilitation transaction.
The Exchange is proposing to amend
the computation of eligible contracts.
Customer-to-customer executions,
dividend, merger and short stock
interest strategies and firm facilitation
transactions will be excluded from the
eligible contract computations.
The Exchange is deleting the
references to the 100,000 contract
threshold as proposed herein. Therefore,
the Exchange is eliminating the
consideration of the largest component
of a Complex Order (i.e., the component
that includes the greatest number of
contracts) counting toward the 100,000
contract threshold; the 100,000 contract
threshold would no longer exist. The
Options Floor Broker Subsidy would
now apply to any contracts that are
executed as part of a Complex Order.
Eligible Contracts per Tier/Monthly
Volume Subsidy Payments
Currently, a per contract subsidy is
paid based on the average daily contract
volume for that month, which includes
customer-to-non-customer transactions
that are in excess of 100,000 contracts.
These contracts may include customerto-customer transactions for the
purposes of reaching a tier, but as stated
above, a per contract subsidy would not
be paid on these executions.
The Exchange is amending the
Options Floor Broker Subsidy to change
the ‘‘Per Contract Average Daily Volume
Subsidy Payment’’ to a ‘‘Per Eligible
Contract Monthly Volume Subsidy
Payment.’’ In other words, the
computation would not be an average
daily computation but a monthly total of
all eligible contracts as proposed herein.
Currently, the Exchange pays an
average daily volume subsidy payment
as follows:
PER CONTRACT AVERAGE DAILY VOLUME SUBSIDY PAYMENT
Tier I
Tier II
Tier III
100,001 to 200,000 ..........................................................
$0.02 per contract ............................................................
200,001 to 300,000 .........................................................
$0.08 per contract ............................................................
300,001 and greater.
$0.09 per contract.
The Exchange is proposing to amend the
tiers and payments as follows:
PER ELIGIBLE CONTRACT MONTHLY VOLUME SUBSIDY PAYMENT
Tier II
Tier III
0 to 1,250,000 ................................
$0.00 per contract ..........................
mstockstill on DSKH9S0YB1PROD with NOTICES
Tier I
1,250,001 to 2,250,000 ................
$0.03 per contract ........................
2,250,001 to 5,250,000 ................
$0.05 per contract ........................
designated these changes to be operative
on May 2, 2011.
Tier III
5,250,001 and greater.
$0.09 per contract.
The Exchange is proposing to amend the
remainder of the Fee Schedule to
conform to the proposed rule changes.
The Exchange is also proposing to
remove the following text from the Fee
Schedule: ‘‘based on the amount of
customer-to-customer contracts, a
member organization could enter Tier II
or a higher tier due to the amount of
customer-to-customer contract volume,’’
because the Exchange believes that
language is unnecessary.
While changes to the Fee Schedule
pursuant to this proposal are effective
upon filing, the Exchange has
The Exchange believes that its
proposal to amend its Fee Schedule is
consistent with Section 6(b) of the Act 6
in general, and furthers the objectives of
Section 6(b)(4) of the Act 7 in particular,
in that it is an equitable allocation of
reasonable fees and other charges among
Exchange members.
The Exchange believes that the
proposed amendments to the Options
Floor Broker Subsidy are equitable and
reasonable because member
organizations with Exchange registered
floor brokers would continue to be
provided an equal opportunity to
receive a subsidy. Additionally, any
member organization is free to establish
floor brokerage operations on the floor
of the Exchange, and, as such, would
have more opportunity to earn
additional payments for attracting
additional order flow to the Exchange.
The Exchange believes that rewarding
members that contribute the most
liquidity or executions to the Exchange
is reasonable and equitable and
therefore the tiered fees will continue to
uniformly benefit all market
5 When computing the threshold amount, the
Exchange would first count all customer-tocustomer transactions and then all other customerto-non-customer transactions. See also Securities
Exchange Act Release Nos. 57253 (February 1,
2008), 73 FR 7352 (February 7, 2008) (SR–Phlx–
2008–08) (adopting a tiered per contract floor
broker options subsidy payable to member
organization with Exchange registered floor
brokers), 62403 (June 30, 2010), 75 FR 39301 (July
8, 2010) (SR–Phlx–2010–80) (an amendment to the
threshold volume requirements and per contract
average daily volume subsidy payment).
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(4).
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17:22 May 12, 2011
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2. Statutory Basis
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Federal Register / Vol. 76, No. 93 / Friday, May 13, 2011 / Notices
participants. The Exchange believes that
by amending the computation from an
average daily computation to a monthly
computation and also amending the tier
levels, because the computation is based
on a total monthly volume, additional
member organizations could benefit
from the ability to obtain greater subsidy
payments. The Exchange also believes
that the proposed amendments to the
rates paid to member organizations are
both reasonable and equitable because
the Exchange continues to pay member
organizations the subsidy. Although the
rates are lowered, the Exchange added
an additional tier which provides
member organizations the ability to
obtain the same or larger subsidy
payments based on volume, potentially
with lower volume.
The Exchange also believes that the
amendments to the computations to
exclude customer-to-customer
executions, dividend, merger and short
stock interest strategies, and firm
facilitation transactions are reasonable
because the proposal to compute the
monthly total eligible contracts, which
could result in a greater number of
eligible contracts, may still provide
member organizations with the same or
greater benefits as the previous subsidy.
In addition, the proposals to amend the
computation are equitable because the
computations apply uniformly to all
member organizations.
Finally, the Exchange does not believe
that this subsidy is unreasonable or
discriminatory because any floor broker
is capable of meeting the volume
criteria.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
mstockstill on DSKH9S0YB1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.8 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
8 15
U.S.C. 78s(b)(3)(A)(ii).
VerDate Mar<15>2010
17:22 May 12, 2011
Jkt 223001
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.
28115
available publicly. All submissions
should refer to File Number SR–Phlx–
2011–62 and should be submitted on or
before June 3, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Cathy H. Ahn,
Deputy Secretary.
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:
[FR Doc. 2011–11765 Filed 5–12–11; 8:45 am]
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–Phlx–2011–62 on the
subject line.
Self-Regulatory Organizations; BATS
Y–Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Add BYX Rule 11.22,
Entitled ‘‘Data Products’’
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64444; File No. SR–BYX–
2011–012]
May 9, 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 May 5,
• Send paper comments in triplicate
2011, BATS Y–Exchange, Inc. (the
to Elizabeth M. Murphy, Secretary,
‘‘Exchange’’ or ‘‘BYX’’) filed with the
Securities and Exchange Commission,
Securities and Exchange Commission
100 F Street, NE., Washington, DC
(the ‘‘Commission’’) the proposed rule
20549–1090.
change as described in Items I and II
All submissions should refer to File
below, which Items have been prepared
Number SR–Phlx–2011–62. This file
by the Exchange. The Commission is
number should be included on the
publishing this notice to solicit
subject line if e-mail is used. To help the
comments on the proposed rule change
Commission process and review your
from interested persons.
comments more efficiently, please use
only one method. The Commission will I. Self-Regulatory Organization’s
post all comments on the Commission’s Statement of the Terms of Substance of
Internet Web site (https://www.sec.gov/
the Proposed Rule Change
rules/sro.shtml). Copies of the
The Exchange is proposing to
submission, all subsequent
continue to make available those data
amendments, all written statements
feeds provided by the Exchange to data
with respect to the proposed rule
recipients 3 without charge and to start
change that are filed with the
making available the Latency
Commission, and all written
Monitoring feed, which will also be
communications relating to the
available without charge. The Exchange
proposed rule change between the
also proposes to add language to its
Commission and any person, other than Rules to memorialize those data feeds
those that may be withheld from the
that have already been approved by the
public in accordance with the
Commission.4
provisions of 5 U.S.C. 552, will be
The text of the proposed rule change
available for Web site viewing and
is available at the Exchange’s Web site
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
9 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
Washington, DC 20549, on official
2 17 CFR 240.19b–4.
business days between the hours of 10
3 Exchange data recipients include Members of
a.m. and 3 p.m. Copies of the filing also
the Exchange as well as non-Members that have
will be available for inspection and
entered into an agreement with the Exchange that
copying at the principal office of the
permits them to receive Exchange data.
Exchange. All comments received will
4 BATS has separately filed a rule proposal and
received approval to offer certain data products for
be posted without change; the
which it assesses a fee but, outside of its fee
Commission does not edit personal
schedule, did not propose written rules related to
identifying information from
such data products. See Securities Exchange Act
submissions. You should submit only
Release No. 61885 (April 9, 2010), 75 FR 10332
(April 16, 2010).
information that you wish to make
PO 00000
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E:\FR\FM\13MYN1.SGM
13MYN1
Agencies
[Federal Register Volume 76, Number 93 (Friday, May 13, 2011)]
[Notices]
[Pages 28113-28115]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-11765]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64446; File No. SR-Phlx-2011-62]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX LLC Relating
to the Options Floor Broker Subsidy
May 9, 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 29, 2011, NASDAQ OMX PHLX LLC (``Phlx'' or ``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 Substance
of the Proposed Rule Change
The Exchange proposes to amend Section VIII of its Fee Schedule
titled the ``Options Floor Broker Subsidy.''
While changes to the Fee Schedule pursuant to this proposal are
effective upon filing, the Exchange has designated these changes to be
operative on May 2, 2011.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqtrader.com/micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, at the Commission's Public Reference
Room, and on the Commission's Web site 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 these 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 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: (i) Eliminate the
threshold requirement that a member organization with Exchange
registered floor brokers must have more than an average of 100,000
executed contracts per day in the applicable month; (ii) amend the
computation for eligible contracts; and (iii) amend the eligible
contracts per tier and monthly volume subsidy payments. The Exchange
believes that the proposed amendments could enable a member
organization to receive a higher subsidy because the Exchange is
changing from a daily average to a monthly total calculation to
determine the number of contracts traded.
Eliminating a Threshold
The Exchange currently pays an Options Floor Broker Subsidy to
member organizations with Exchange registered floor brokers that enter
eligible contracts into the Exchange's Floor Broker Management System
(``FBMS'').\3\ To qualify for the per contract subsidy, a member
organization with Exchange registered floor brokers must have more than
100,000 average executed contracts per day in the month (``100,000
contract threshold'').\4\ Only the volume from orders entered by floor
brokers into FBMS and subsequently executed on the Exchange qualifies.
The
[[Page 28114]]
100,000 contract threshold is calculated per member organization floor
brokerage unit. Where two or more member organizations with Exchange
registered floor brokers each entered one side of a transaction into
FBMS, the executed contracts are divided equally among qualifying
member organizations that participate in that transaction.\5\
---------------------------------------------------------------------------
\3\ FBMS is designed to enable floor brokers and/or their
employees to enter, route, and report transactions stemming from
options orders received on the Exchange. FBMS also is designed to
establish an electronic audit trail for options orders represented
and executed by floor brokers on the Exchange. See Exchange Rule
1080, commentary .06.
\4\ For purposes of calculating the 100,000 threshold, customer-
to-customer transactions, customer-to-non-customer transactions, and
non-customer-to-non-customer transactions are currently included.
\5\ When computing the threshold amount, the Exchange would
first count all customer-to-customer transactions and then all other
customer-to-non-customer transactions. See also Securities Exchange
Act Release Nos. 57253 (February 1, 2008), 73 FR 7352 (February 7,
2008) (SR-Phlx-2008-08) (adopting a tiered per contract floor broker
options subsidy payable to member organization with Exchange
registered floor brokers), 62403 (June 30, 2010), 75 FR 39301 (July
8, 2010) (SR-Phlx-2010-80) (an amendment to the threshold volume
requirements and per contract average daily volume subsidy payment).
---------------------------------------------------------------------------
The Exchange is proposing to eliminate the 100,000 contract
threshold. The Exchange believes that this threshold is no longer
necessary because the Exchange is changing to a monthly total
calculation. In the future, all eligible contracts will qualify for a
subsidy rather than just those that are entered by members exceeding
the 100,000 contract threshold.
Computation for Eligible Contracts
Currently, customer-to-customer transactions qualify towards the
100,000 contract threshold, but do not qualify for the subsidy.
Dividend, merger and short stock interest strategies do not qualify
towards the 100,000 contract threshold or the per contract subsidy. The
largest component of a Complex Order counts toward the 100,000 contract
threshold but neither that component nor any other component of the
Complex Order qualifies for the per contract subsidy. Firm facilitation
transactions count towards reaching the 100,000 contract threshold, but
no per contract subsidy is paid for a firm facilitation transaction.
The Exchange is proposing to amend the computation of eligible
contracts. Customer-to-customer executions, dividend, merger and short
stock interest strategies and firm facilitation transactions will be
excluded from the eligible contract computations.
The Exchange is deleting the references to the 100,000 contract
threshold as proposed herein. Therefore, the Exchange is eliminating
the consideration of the largest component of a Complex Order (i.e.,
the component that includes the greatest number of contracts) counting
toward the 100,000 contract threshold; the 100,000 contract threshold
would no longer exist. The Options Floor Broker Subsidy would now apply
to any contracts that are executed as part of a Complex Order.
Eligible Contracts per Tier/Monthly Volume Subsidy Payments
Currently, a per contract subsidy is paid based on the average
daily contract volume for that month, which includes customer-to-non-
customer transactions that are in excess of 100,000 contracts. These
contracts may include customer-to-customer transactions for the
purposes of reaching a tier, but as stated above, a per contract
subsidy would not be paid on these executions.
The Exchange is amending the Options Floor Broker Subsidy to change
the ``Per Contract Average Daily Volume Subsidy Payment'' to a ``Per
Eligible Contract Monthly Volume Subsidy Payment.'' In other words, the
computation would not be an average daily computation but a monthly
total of all eligible contracts as proposed herein.
Currently, the Exchange pays an average daily volume subsidy
payment as follows:
Per Contract Average Daily Volume Subsidy Payment
----------------------------------------------------------------------------------------------------------------
Tier I Tier II Tier III
----------------------------------------------------------------------------------------------------------------
100,001 to 200,000..................... 200,001 to 300,000........ 300,001 and greater.
$0.02 per contract..................... $0.08 per contract........ $0.09 per contract.
----------------------------------------------------------------------------------------------------------------
The Exchange is proposing to amend the tiers and payments as follows:
Per Eligible Contract Monthly Volume Subsidy Payment
----------------------------------------------------------------------------------------------------------------
Tier I Tier II Tier III Tier III
----------------------------------------------------------------------------------------------------------------
0 to 1,250,000....................... 1,250,001 to 2,250,000. 2,250,001 to 5,250,000. 5,250,001 and greater.
$0.00 per contract................... $0.03 per contract..... $0.05 per contract..... $0.09 per contract.
----------------------------------------------------------------------------------------------------------------
The Exchange is proposing to amend the remainder of the Fee Schedule to
conform to the proposed rule changes.
The Exchange is also proposing to remove the following text from
the Fee Schedule: ``based on the amount of customer-to-customer
contracts, a member organization could enter Tier II or a higher tier
due to the amount of customer-to-customer contract volume,'' because
the Exchange believes that language is unnecessary.
While changes to the Fee Schedule pursuant to this proposal are
effective upon filing, the Exchange has designated these changes to be
operative on May 2, 2011.
2. Statutory Basis
The Exchange believes that its proposal to amend its Fee Schedule
is consistent with Section 6(b) of the Act \6\ in general, and furthers
the objectives of Section 6(b)(4) of the Act \7\ in particular, in that
it is an equitable allocation of reasonable fees and other charges
among Exchange members.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The Exchange believes that the proposed amendments to the Options
Floor Broker Subsidy are equitable and reasonable because member
organizations with Exchange registered floor brokers would continue to
be provided an equal opportunity to receive a subsidy. Additionally,
any member organization is free to establish floor brokerage operations
on the floor of the Exchange, and, as such, would have more opportunity
to earn additional payments for attracting additional order flow to the
Exchange.
The Exchange believes that rewarding members that contribute the
most liquidity or executions to the Exchange is reasonable and
equitable and therefore the tiered fees will continue to uniformly
benefit all market
[[Page 28115]]
participants. The Exchange believes that by amending the computation
from an average daily computation to a monthly computation and also
amending the tier levels, because the computation is based on a total
monthly volume, additional member organizations could benefit from the
ability to obtain greater subsidy payments. The Exchange also believes
that the proposed amendments to the rates paid to member organizations
are both reasonable and equitable because the Exchange continues to pay
member organizations the subsidy. Although the rates are lowered, the
Exchange added an additional tier which provides member organizations
the ability to obtain the same or larger subsidy payments based on
volume, potentially with lower volume.
The Exchange also believes that the amendments to the computations
to exclude customer-to-customer executions, dividend, merger and short
stock interest strategies, and firm facilitation transactions are
reasonable because the proposal to compute the monthly total eligible
contracts, which could result in a greater number of eligible
contracts, may still provide member organizations with the same or
greater benefits as the previous subsidy. In addition, the proposals to
amend the computation are equitable because the computations apply
uniformly to all member organizations.
Finally, the Exchange does not believe that this subsidy is
unreasonable or discriminatory because any floor broker is capable of
meeting the volume criteria.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\8\ 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. If the Commission takes such action, the Commission shall
institute proceedings to determine whether the proposed rule should be
approved or disapproved.
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\8\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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-Phlx-2011-62 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-Phlx-2011-62. 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-Phlx-2011-62 and should be
submitted on or before June 3, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\9\
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\9\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-11765 Filed 5-12-11; 8:45 am]
BILLING CODE 8011-01-P