Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Amex Options Fee Schedule To Establish a New Fee Designed To Encourage Efficient Use of Bandwidth by ATP Firms and To Rename a Related Existing Fee, 35495-35497 [2011-15040]
Download as PDF
Federal Register / Vol. 76, No. 117 / Friday, June 17, 2011 / Notices
conjunction with the cap.14 The
proposed service fee is also similar to
the incremental charge of $.01 per
contract that the Exchange currently
charges on market maker volume
executed in excess of 2,500,000
contracts per month.15
The Exchange believes the proposal to
amend the monthly market maker fee
cap is equitable and not unfairly
discriminatory because it would
uniformly apply to all market makers.
Market maker fee caps generally are
designed to give market makers who
provide substantial liquidity on the
Exchange a benefit by way of a lower
transaction fee. The Exchange notes that
other exchanges, notably the CBOE,16
PHLX,17 and ISE 18 offer volume
discounts and/or fee caps for market
makers transacting business on their
exchanges. The Exchange believes that
the proposed increase in the amount of
the fee cap is reasonable because of the
additional costs being incurred by the
Exchange in enhancing its systems to
provide our market makers with the
increased bandwidth needed to quote
competitively, given the growth in
overall industry volumes and resultant
increased volume on the Exchange. The
Exchange notes further that even at the
newly proposed $350,000 level, the
market maker fee cap would be
substantially less than similar caps on
PHLX (which offers a cap of $550,000
per month including only certain
symbols) 19 and CBOE (which requires a
$8,446,400 annual prepayment,
equivalent to over $700,000 per month,
in order to attain a rate of $0.03 per
contract).20
For the reasons noted above, the
Exchange believes that the proposed
fees are fair, equitable and not unfairly
discriminatory.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
emcdonald on DSK2BSOYB1PROD with NOTICES
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
14 See supra note 6 (describing the operation of
the ISE service fee).
15 See supra note 13 (describing the operation of
the $.01 incremental charge).
16 See CBOE Fees Schedule—Liquidity Provider
Scale on page 2 of 15 and related footnote 10 on
page 4 of 15.
17 See PHLX Fee Schedule—Section II (Equity
Options Fees) on page 8 of 42.
18 See ISE Schedule of Fees—ISE Market Maker
sliding scale on page 4 of 17.
19 See supra note 17.
20 See supra note 16, footnote 10 on page 4 of 15.
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17:39 Jun 16, 2011
Jkt 223001
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 21 of the Act and
subparagraph (f)(2) of Rule 19b–4 22
thereunder, because it establishes a due,
fee, or other charge imposed by NYSE
Amex.
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:
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–
NYSEAmex–2011–36 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–NYSEAmex–2011–36. 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–2011–36 and should be
submitted on or before July 8, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–15041 Filed 6–16–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64655; File No. SR–
NYSEAmex–2011–37]
Self-Regulatory Organizations; NYSE
Amex LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE
Amex Options Fee Schedule To
Establish a New Fee Designed To
Encourage Efficient Use of Bandwidth
by ATP Firms and To Rename a
Related Existing Fee
June 13, 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 June 1,
2011, NYSE Amex LLC (the ‘‘Exchange’’
or ‘‘NYSE Amex’’) 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.
23 17
21 15
U.S.C. 78s(b)(3)(A).
22 17 CFR 240.19b–4(f)(2).
PO 00000
Frm 00100
Fmt 4703
Sfmt 4703
35495
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\17JNN1.SGM
17JNN1
35496
Federal Register / Vol. 76, No. 117 / Friday, June 17, 2011 / Notices
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Options Fee Schedule (the ‘‘Schedule’’)
by renaming an existing fee to better
reflect the nature of the fee and
introducing a new fee designed to
encourage efficient use of bandwidth by
both order sending and quote sending
ATP firms. The proposed changes will
be operative on June 1, 2011. The text
of the proposed rule change is available
at the Exchange, the Commission’s
Public Reference Room, and https://
www.nyse.com.
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.
emcdonald on DSK2BSOYB1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposal is to
encourage efficient usage of systems
capacity by all ATP firms. The Exchange
feels that it is in the best interests of all
ATP firms and investors who access our
markets to encourage efficient usage of
capacity.
The first change proposed is simply a
name change to an existing fee, the
Ratio Threshold Fee, which measures
monthly order to trade ratios. This fee
is being renamed the Order to Trade
Ratio Fee to better reflect what the fee
is based on.
At the same time, the Exchange
proposes the introduction of a new fee
designed to further encourage efficient
systems usage (‘‘Messages to Contracts
Traded Ratio Fee’’). This fee will take
into consideration quotes as well as
orders entered and will look at the
number of contracts traded as a result.
ATP firms that enter excessive amounts
of orders and quotes that produce little
or no volume will be assessed this fee
based on the ratio of quotes and orders
to contracts traded. The Exchange
recognizes that there can be problems at
the level of either an ATP firm or its
VerDate Mar<15>2010
17:39 Jun 16, 2011
Jkt 223001
vendor or at the Exchange that can
cause inadvertent bursts of quotes and/
or orders. For that reason, the Exchange
proposes to only consider those ATP
firms who exceed 1 billion quotes and/
or orders (collectively, ‘‘messages’’) in a
given month in determining whether
inefficient utilization of systems
capacity has occurred. For those ATP
firms exceeding 1 billion messages in a
month, the Exchange proposes to assess
a fee for those ATP firms that do not
execute at least one (1) contract for
every 1,500 messages entered. An ATP
firm failing to meet that execution ratio
will be charged $.01 for every 1,000
messages in excess of 1 billion
messages.
For example, assume an ATP firm
enters a combination of quotes and
orders in a given month that sum to
1,500,100,000. Assume that same ATP
firm also traded 1,000,000 contracts that
month. Having traded 1,000,000
contracts, that ATP firm would need to
have sent fewer than 1,500,000,000
messages to stay within the execution
ratio of 1 contract per 1,500 messages.
In this case, the ATP firm sent 100,000
messages in excess of what is permitted
under the 1 to 1,500 execution ratio.
This would result in a charge of $.01 per
1,000 messages in excess of
1,000,000,000, in this case a charge of
$5,001 (500,100,000 quotes/orders in
excess of 1,000,000,000 or 500,100
groups of 1,000 messages times $.01 per
message group).
The need for the new fee based on the
messages to contracts traded ratio is
based on the fact that the existing Ratio
Threshold Fee (to be renamed the Order
to Trade Ratio Fee) only counts orders,
not market maker quotes. The proposed
Messages to Contracts Traded Ratio Fee
incorporates market maker quotes,
which the Exchange believes to be
appropriate given that market maker
quote traffic represents a substantial
portion of the total message load that
must be processed by Exchange systems
each day. This proposed new fee will
never be triggered unless a very high
level of traffic is generated by a market
maker (i.e., over one billion quotes and
orders per month); no such minimum
exists for the Order to Trade Ratio Fee.
Therefore, by preserving the existing fee
and also adding the Messages to
Contracts Traded Ratio Fee, the
Exchange hopes to maintain its existing,
well-understood incentives for ordersending firms to use bandwidth
efficiently, while ensuring that market
makers also have such incentives but
with a higher level of traffic permitted
before the fee takes effect. The Exchange
feels that this higher level of free
message traffic is appropriate due to the
PO 00000
Frm 00101
Fmt 4703
Sfmt 4703
quoting obligations incurred by market
makers and their importance as
liquidity providers in the options
market.
The Exchange proposes that all ATP
firms that send quotes and/or orders
will be subject to the proposed Messages
to Contracts Traded Ratio Fee as well as
to the existing and renamed Order to
Trade Ratio Fee, which will be referred
to collectively as Excessive Bandwidth
Utilization Fees on the Schedule. In the
event that an ATP firm is liable for
either or both of the Excessive
Bandwidth Utilization Fees and/or for
charges pursuant to the Cancellation Fee
in a given month, that firm would only
be charged the largest one of those three
fees for the month.3 For example, if the
fee calculated under the Order to Trade
Ratio Fee is $10,000, the fee calculated
under the Messages to Contracts Traded
Ratio Fee is $5,001, and the charges
calculated pursuant to the Cancellation
Fee are $6,000, the ATP firm would be
billed $10,000 for that month.4
Unlike the Order to Trade Ratio Fee,
the Exchange is not proposing to
exclude market-improving quotes or
orders from the calculation of the
Messages to Contracts Traded Ratio Fee.
Due to the much larger amount of traffic
generated by market makers, who are
potentially included in this fee,
addressing market-improving quotes or
orders separately for billing purposes
would greatly complicate the
computation of this fee. In addition,
because the parameters of this fee,
including the exemption of the first 1
billion messages per calendar month,
allow for a large amount of message
traffic before the fee is triggered, the
Exchange does not believe that
including an additional exemption for
market-improving quotes is necessary.
The Exchange also proposes to correct
certain incorrect footnote references
under ‘‘Trade-Related Charges’’ in the
Schedule by (i) Eliminating a footnote
reference under ‘‘Limit of Fees on
Options Strategy Executions’’ that is not
3 Currently, ATP Holders are not charged the
Ratio Threshold Fee if they incur charges on a
monthly basis pursuant to the Cancellation Fee.
This provision is being deleted from footnote 12 of
the Schedule and being replaced with a new
provision stating that the Exchange will now look
at a firm’s liability under the two Excess Bandwidth
Utilization Fees and the Cancellation Fee and only
require the firm to pay the largest one of these three
fees for the month.
4 In calculating the Messages to Contracts Traded
Ratio Fee, the Exchange will aggregate routing and
market making activity in the case of an ATP firm
that has both a routing and a market making arm
affiliated with its operation. For purposes of
determining whether the routing and market
making arm are ‘‘affiliated’’ with the ATP firm, the
Exchange will apply a 70% common ownership test
as the criterion for affiliation.
E:\FR\FM\17JNN1.SGM
17JNN1
Federal Register / Vol. 76, No. 117 / Friday, June 17, 2011 / Notices
emcdonald on DSK2BSOYB1PROD with NOTICES
applicable and (ii) adding an additional
reference to a footnote on marketing
charges under both ‘‘Electronic Complex
Order Executions’’ and under
‘‘Marketing Charge.’’ These error
corrections are of a cleanup nature and
do not represent changes to any of the
Exchange’s current fees or the way that
they are calculated and applied.
The proposed changes will be
operative on June 1, 2011.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the
Securities Exchange Act of 1934 (the
‘‘Act’’),5 in general, and Section 6(b)(4)
of the Act,6 in particular, in that it is
designed to provide for the equitable
allocation of reasonable dues, fees, and
other charges among its members and
other persons using its facilities. The
Exchange also believes that the
proposed rule change furthers the
objectives of Section 6(b)(5) of the Act 7
in that it is designed to promote just and
equitable principles of trade, remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest by ensuring that systems
capacity is utilized efficiently.
More specifically, the Exchange
believes that the proposed Excessive
Bandwidth Utilization Fees are
equitable and not unfairly
discriminatory since they will apply
equally to all members who send quotes
and/or orders. Additionally, the
proposed Excessive Bandwidth
Utilization Fees are reasonable and
justified because they will encourage
efficient utilization of system
bandwidth, and unfettered growth in
bandwidth consumption can have a
detrimental effect on all participants
who are potentially compelled to
upgrade capacity as a result of the
profligate ways of other participants.
The Exchange believes that the higher
level of free message traffic permitted
before the proposed new Messages to
Contracts Traded Ratio Fee is triggered,
even though the Order to Trade Ratio
Fee has no such minimum trigger, is not
unfairly discriminatory due to the
substantial message load that exists
from normal market maker quote traffic
as well as the quoting obligations
incurred by market makers and their
importance as liquidity providers in the
options market. In addition, the
inclusion of market-improving quotes
and orders in the calculation of the
Messages to Contracts Traded Ratio Fee
(which orders are excluded from the
calculation of the Order to Trade Ratio
Fee) is not unfairly discriminatory
because of the very high level of
message traffic allowed before the fee is
triggered (even with the inclusion of
market-improving quotes and orders), as
well as the computation complications
from excluding such quotes and orders
that would exist as a result of the much
larger amount of quote traffic generated
by market makers.
Finally, the fact that only one of the
three related fees (the two Excessive
Bandwidth Utilization Fees and the
Cancellation Fee), whichever is the
highest, will be charged to an ATP firm
in a given month is an additional factor
assuring that the application of these
fees will be reasonable, equitable and
not unfairly discriminatory.
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 that is 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 foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 8 of the Act and
subparagraph (f)(2) of Rule 19b–49
thereunder, because it establishes a due,
fee, or other charge imposed by NYSE
Amex.
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.
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
7 15 U.S.C. 78f(b)(5).
6 15
VerDate Mar<15>2010
17:39 Jun 16, 2011
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–NYSEAmex–2011–37 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–NYSEAmex–2011–37. 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–2011–37 and should be
submitted on or before July 8, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–15040 Filed 6–16–11; 8:45 am]
BILLING CODE 8011–01–P
5 15
U.S.C. 78s(b)(3)(A).
9 17 CFR 240.19b–4(f)(2).
8 15
Jkt 223001
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10 17
Sfmt 9990
35497
E:\FR\FM\17JNN1.SGM
CFR 200.30–3(a)(12).
17JNN1
Agencies
[Federal Register Volume 76, Number 117 (Friday, June 17, 2011)]
[Notices]
[Pages 35495-35497]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-15040]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64655; File No. SR-NYSEAmex-2011-37]
Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Amex Options Fee Schedule To Establish a New Fee Designed To Encourage
Efficient Use of Bandwidth by ATP Firms and To Rename a Related
Existing Fee
June 13, 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 June 1, 2011, NYSE Amex LLC (the ``Exchange'' or ``NYSE
Amex'') 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.
---------------------------------------------------------------------------
[[Page 35496]]
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its Options Fee Schedule (the
``Schedule'') by renaming an existing fee to better reflect the nature
of the fee and introducing a new fee designed to encourage efficient
use of bandwidth by both order sending and quote sending ATP firms. The
proposed changes will be operative on June 1, 2011. The text of the
proposed rule change is available at the Exchange, the Commission's
Public Reference Room, and https://www.nyse.com.
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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposal is to encourage efficient usage of
systems capacity by all ATP firms. The Exchange feels that it is in the
best interests of all ATP firms and investors who access our markets to
encourage efficient usage of capacity.
The first change proposed is simply a name change to an existing
fee, the Ratio Threshold Fee, which measures monthly order to trade
ratios. This fee is being renamed the Order to Trade Ratio Fee to
better reflect what the fee is based on.
At the same time, the Exchange proposes the introduction of a new
fee designed to further encourage efficient systems usage (``Messages
to Contracts Traded Ratio Fee''). This fee will take into consideration
quotes as well as orders entered and will look at the number of
contracts traded as a result. ATP firms that enter excessive amounts of
orders and quotes that produce little or no volume will be assessed
this fee based on the ratio of quotes and orders to contracts traded.
The Exchange recognizes that there can be problems at the level of
either an ATP firm or its vendor or at the Exchange that can cause
inadvertent bursts of quotes and/or orders. For that reason, the
Exchange proposes to only consider those ATP firms who exceed 1 billion
quotes and/or orders (collectively, ``messages'') in a given month in
determining whether inefficient utilization of systems capacity has
occurred. For those ATP firms exceeding 1 billion messages in a month,
the Exchange proposes to assess a fee for those ATP firms that do not
execute at least one (1) contract for every 1,500 messages entered. An
ATP firm failing to meet that execution ratio will be charged $.01 for
every 1,000 messages in excess of 1 billion messages.
For example, assume an ATP firm enters a combination of quotes and
orders in a given month that sum to 1,500,100,000. Assume that same ATP
firm also traded 1,000,000 contracts that month. Having traded
1,000,000 contracts, that ATP firm would need to have sent fewer than
1,500,000,000 messages to stay within the execution ratio of 1 contract
per 1,500 messages. In this case, the ATP firm sent 100,000 messages in
excess of what is permitted under the 1 to 1,500 execution ratio. This
would result in a charge of $.01 per 1,000 messages in excess of
1,000,000,000, in this case a charge of $5,001 (500,100,000 quotes/
orders in excess of 1,000,000,000 or 500,100 groups of 1,000 messages
times $.01 per message group).
The need for the new fee based on the messages to contracts traded
ratio is based on the fact that the existing Ratio Threshold Fee (to be
renamed the Order to Trade Ratio Fee) only counts orders, not market
maker quotes. The proposed Messages to Contracts Traded Ratio Fee
incorporates market maker quotes, which the Exchange believes to be
appropriate given that market maker quote traffic represents a
substantial portion of the total message load that must be processed by
Exchange systems each day. This proposed new fee will never be
triggered unless a very high level of traffic is generated by a market
maker (i.e., over one billion quotes and orders per month); no such
minimum exists for the Order to Trade Ratio Fee. Therefore, by
preserving the existing fee and also adding the Messages to Contracts
Traded Ratio Fee, the Exchange hopes to maintain its existing, well-
understood incentives for order-sending firms to use bandwidth
efficiently, while ensuring that market makers also have such
incentives but with a higher level of traffic permitted before the fee
takes effect. The Exchange feels that this higher level of free message
traffic is appropriate due to the quoting obligations incurred by
market makers and their importance as liquidity providers in the
options market.
The Exchange proposes that all ATP firms that send quotes and/or
orders will be subject to the proposed Messages to Contracts Traded
Ratio Fee as well as to the existing and renamed Order to Trade Ratio
Fee, which will be referred to collectively as Excessive Bandwidth
Utilization Fees on the Schedule. In the event that an ATP firm is
liable for either or both of the Excessive Bandwidth Utilization Fees
and/or for charges pursuant to the Cancellation Fee in a given month,
that firm would only be charged the largest one of those three fees for
the month.\3\ For example, if the fee calculated under the Order to
Trade Ratio Fee is $10,000, the fee calculated under the Messages to
Contracts Traded Ratio Fee is $5,001, and the charges calculated
pursuant to the Cancellation Fee are $6,000, the ATP firm would be
billed $10,000 for that month.\4\
---------------------------------------------------------------------------
\3\ Currently, ATP Holders are not charged the Ratio Threshold
Fee if they incur charges on a monthly basis pursuant to the
Cancellation Fee. This provision is being deleted from footnote 12
of the Schedule and being replaced with a new provision stating that
the Exchange will now look at a firm's liability under the two
Excess Bandwidth Utilization Fees and the Cancellation Fee and only
require the firm to pay the largest one of these three fees for the
month.
\4\ In calculating the Messages to Contracts Traded Ratio Fee,
the Exchange will aggregate routing and market making activity in
the case of an ATP firm that has both a routing and a market making
arm affiliated with its operation. For purposes of determining
whether the routing and market making arm are ``affiliated'' with
the ATP firm, the Exchange will apply a 70% common ownership test as
the criterion for affiliation.
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Unlike the Order to Trade Ratio Fee, the Exchange is not proposing
to exclude market-improving quotes or orders from the calculation of
the Messages to Contracts Traded Ratio Fee. Due to the much larger
amount of traffic generated by market makers, who are potentially
included in this fee, addressing market-improving quotes or orders
separately for billing purposes would greatly complicate the
computation of this fee. In addition, because the parameters of this
fee, including the exemption of the first 1 billion messages per
calendar month, allow for a large amount of message traffic before the
fee is triggered, the Exchange does not believe that including an
additional exemption for market-improving quotes is necessary.
The Exchange also proposes to correct certain incorrect footnote
references under ``Trade-Related Charges'' in the Schedule by (i)
Eliminating a footnote reference under ``Limit of Fees on Options
Strategy Executions'' that is not
[[Page 35497]]
applicable and (ii) adding an additional reference to a footnote on
marketing charges under both ``Electronic Complex Order Executions''
and under ``Marketing Charge.'' These error corrections are of a
cleanup nature and do not represent changes to any of the Exchange's
current fees or the way that they are calculated and applied.
The proposed changes will be operative on June 1, 2011.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Securities Exchange Act of 1934
(the ``Act''),\5\ in general, and Section 6(b)(4) of the Act,\6\ in
particular, in that it is designed to provide for the equitable
allocation of reasonable dues, fees, and other charges among its
members and other persons using its facilities. The Exchange also
believes that the proposed rule change furthers the objectives of
Section 6(b)(5) of the Act \7\ in that it is designed to promote just
and equitable principles of trade, remove impediments to and perfect
the mechanisms of a free and open market and a national market system
and, in general, to protect investors and the public interest by
ensuring that systems capacity is utilized efficiently.
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\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(4).
\7\ 15 U.S.C. 78f(b)(5).
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More specifically, the Exchange believes that the proposed
Excessive Bandwidth Utilization Fees are equitable and not unfairly
discriminatory since they will apply equally to all members who send
quotes and/or orders. Additionally, the proposed Excessive Bandwidth
Utilization Fees are reasonable and justified because they will
encourage efficient utilization of system bandwidth, and unfettered
growth in bandwidth consumption can have a detrimental effect on all
participants who are potentially compelled to upgrade capacity as a
result of the profligate ways of other participants.
The Exchange believes that the higher level of free message traffic
permitted before the proposed new Messages to Contracts Traded Ratio
Fee is triggered, even though the Order to Trade Ratio Fee has no such
minimum trigger, is not unfairly discriminatory due to the substantial
message load that exists from normal market maker quote traffic as well
as the quoting obligations incurred by market makers and their
importance as liquidity providers in the options market. In addition,
the inclusion of market-improving quotes and orders in the calculation
of the Messages to Contracts Traded Ratio Fee (which orders are
excluded from the calculation of the Order to Trade Ratio Fee) is not
unfairly discriminatory because of the very high level of message
traffic allowed before the fee is triggered (even with the inclusion of
market-improving quotes and orders), as well as the computation
complications from excluding such quotes and orders that would exist as
a result of the much larger amount of quote traffic generated by market
makers.
Finally, the fact that only one of the three related fees (the two
Excessive Bandwidth Utilization Fees and the Cancellation Fee),
whichever is the highest, will be charged to an ATP firm in a given
month is an additional factor assuring that the application of these
fees will be reasonable, equitable and not unfairly discriminatory.
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 that is 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 foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \8\ of the Act and subparagraph (f)(2) of Rule 19b-
4\9\ thereunder, because it establishes a due, fee, or other charge
imposed by NYSE Amex.
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\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 17 CFR 240.19b-4(f)(2).
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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:
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-NYSEAmex-2011-37 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-NYSEAmex-2011-37. 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-2011-37 and should be submitted on or before July 8, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-15040 Filed 6-16-11; 8:45 am]
BILLING CODE 8011-01-P