Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Adopt the Selection Specifications and Content Outline for the Proprietary Traders Examination Program (Series 56), 36945-36947 [2011-15670]
Download as PDF
Federal Register / Vol. 76, No. 121 / Thursday, June 23, 2011 / Notices
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.7
Cathy H. Ahn,
Deputy Secretary .
[FR Doc. 2011–15659 Filed 6–22–11; 8:45 am]
BILLING CODE 8011–01–P
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64699; File No. SR–CBOE–
2011–056]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Adopt the Selection
Specifications and Content Outline for
the Proprietary Traders Examination
Program (Series 56)
June 17, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934, 15
U.S.C. 78s(b)(1), notice is hereby given
that on June 16, 2011, Chicago Board
Options Exchange, Incorporated
(‘‘CBOE’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by CBOE. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Pursuant to the provisions of Section
19(b)(1) of the Securities Exchange Act
of 1934 (the ‘‘Act’’),1 the Exchange is
filing with the Commission the content
outline and selection specifications for
the Proprietary Traders Qualification
Examination (‘‘Series 56’’) program.
CBOE is not proposing any textual
changes to the Rules of CBOE. The text
of the proposed rule change is available
on the Exchange’s Web site (https://
www.cboe.org/legal), at the Exchange’s
Office of the Secretary and at the
Commission.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CBOE included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
7 17
1 15
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
VerDate Mar<15>2010
15:02 Jun 22, 2011
rule change. The text of these statements
may be examined at the places specified
in Item IV below. CBOE has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of such statements.
1. Purpose
Pursuant to Rule 15b7–1,2
promulgated under the Exchange Act,3
‘‘No registered broker or dealer shall
effect any transaction in * * * any
security unless any natural person
associated with such broker or dealer
who effects or is involved in effecting
such transaction is registered or
approved in accordance with the
standards of training, experience,
competence, and other qualification
standards * * * established by the rules
of any national securities exchange
* * *’’ CBOE Rule 3.6A sets forth the
requirements for registration and
qualification of individual Trading
Permit Holders and individual
associated persons. Specifically, CBOE
Rule 3.6A provides that individual
Trading Permit Holders and individual
associated persons that are ‘‘engaged or
to be engaged in the securities business
of a Trading Permit Holder or TPH
organization shall be registered with the
Exchange in the category of registration
appropriate to the function to be
performed as prescribed by the
Exchange.’’ Further, Rule 3.6A requires,
among other things, that an individual
Trading Permit Holder or individual
associated person submit an application
for registration and pass the appropriate
qualification examination before the
registration can become effective.
In accordance with Interpretation and
Policy .06 to Rule 3.6A, those
individuals shall be considered to be
‘‘engaged in the securities business of a
Trading Permit Holder or TPH
organization’’ and subject to the
registration requirements and successful
completion of Series 56 if (i) the
individual Trading Permit Holder or
associated person conducts proprietary
trading, acts as a market-maker, effects
transactions on behalf of a broker-dealer
account, supervises or monitors
proprietary trading, market-making or
brokerage activities on behalf of the
broker-dealer, supervises or conducts
training for those engaged in proprietary
trading, market-making or brokerage
activities on behalf of a broker-dealer
2 17
3 15
Jkt 223001
PO 00000
C.F.R. [sic] 240.15b7–1.
U.S.C. 78a et seq.
Frm 00050
Fmt 4703
Sfmt 4703
36945
account; or (ii) the individual Trading
Permit Holder or associated person
engages in the management of any
individual Trading Permit Holder or
individual associated person identified
in (i) above as an officer, partner or
director.4
The Series 56 examination tests a
candidate’s knowledge of proprietary
trading generally and the industry rules
applicable to trading of equity securities
and listed options contracts. The Series
56 examination covers, among other
things, recordkeeping and recording
requirements, types and characteristics
of securities and investments, trading
practices and display execution and
trading systems. While the examination
is primarily dedicated to topics related
to proprietary trading, the Series 56
examination also covers a few general
concepts relating to customers.5
The Series 56 examination program is
shared by CBOE and the following SelfRegulatory Organizations (‘‘SROs’’):
Boston Options Exchange; C2 Options
Exchange, Incorporated; Chicago Stock
Exchange, Incorporated; International
Securities Exchange, LLC; NASDAQ
OMX, BX; NASDAQ OMX, PHLX;
NASDAQ Stock Market LLC; National
Stock Exchange, Incorporated; New
York Stock Exchange, LLC; NYSE
AMEX, Incorporated; and NYSE ARCA,
Incorporated.
Upon request by the SROs referenced
above, FINRA staff convened a
committee of industry representatives,
CBOE staff and staff from the other
SROs referenced above, to develop the
criteria for the Series 56 examination
program. As a result, CBOE is proposing
to set forth the content of the
examination. The qualification
examination consists of 100 multiple
choice questions. Candidates will have
150 minutes to complete the exam. The
content outline describes the following
topical sections comprising the
examination: Personnel, Business
Conduct and Recordkeeping and
Reporting Requirements, 9 questions;
Markets, Market Participants,
Exchanges, and Self Regulatory
Organizations, 8 questions; Types and
Characteristics of Securities and
Investments, 20 questions; Trading
Practices and Prohibited Acts, 50
4 In accordance with Rule 3.6A, an individual
Trading Permit Holder or individual associated
person that is engaged in the supervision or
monitoring of proprietary trading, market-making or
brokerage activities and/or that is engaged in the
supervision or training of those engaged in
proprietary trading, market-making or brokerage
activities with respect to those activities will be
subject to heightened qualification requirements, as
prescribed by the Exchange.
5 The Commission notes that proprietary trading
firms do not have customers.
E:\FR\FM\23JNN1.SGM
23JNN1
36946
Federal Register / Vol. 76, No. 121 / Thursday, June 23, 2011 / Notices
questions; and Display, Execution and
Trading Systems, 13 questions.
Representatives from the applicable selfregulatory organizations shall meet on a
periodic basis to evaluate and, as
necessary, update, the Series 56
examination program.
CBOE understands that the other
applicable SROs will also file with the
Commission similar filings regarding
the Series 56 examination program.
CBOE proposes to implement the Series
56 examination program upon
availability in WebCRD. The Exchange
shall announce all relevant dates with
respect to the Series 56 examination
program through a Regulatory Circular.
The selection specifications for the
Series 56 examination, which CBOE has
submitted under separate cover to the
Commission with a request for
confidential treatment pursuant to the
Commission’s confidential treatment
procedures under the Freedom of
Information Act,6 describe additional
confidential information regarding the
examination.
As noted in Item 2 of this filing, CBOE
is filing the proposed rule change for
immediate effectiveness. CBOE will
announce the implementation date of
the proposed rule change in a
Regulatory Circular. The
implementation date of the proposed
rule change will coincide with a new
release of the WebCRD.7
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2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act,8
in general, and furthers the objectives of
Section 6(b)(1) 9 of the Act in particular,
in that it is designed to enforce
compliance by Exchange members and
persons associated with its members
with the rules of the Exchange. The
Exchange also believes the proposed
rule change furthers the objectives of
Section 6(c)(3) 10 of the Act, which
authorizes CBOE to prescribe standards
of training, experience and competence
for persons associated with CBOE
members, in that this filing comprises
the content outline and relevant
specifications for the Series 56
examination program. CBOE believes
the Series 56 examination program
establishes the appropriate
qualifications for an individual Trading
Permit Holder and individual associated
person that is required to register as a
Proprietary Trader under Exchange Rule
6 17
C.F.R. [sic] 200.83.
Securities Exchange Act Release No. 63314
(November 12, 2010), 75 FR 70957 (November 19,
2010) (SR–CBOE–2010–084).
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(1).
10 15 U.S.C. 78f(c)(3).
7 See
VerDate Mar<15>2010
15:02 Jun 22, 2011
Jkt 223001
3.6A, including, but not limited to,
Market-Makers, proprietary traders and
individuals effecting transactions on
behalf of other broker-dealers. The
Series 56 addresses industry topics that
establish the foundation for the
regulatory and procedural knowledge
necessary for individuals required to
register as a Proprietary Trader. CBOE
will continue to educate its Trading
Permit Holders and nominees of
requirements that are unique to CBOE
through its Trading Permit Holder
orientation program.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition that is not
necessary or appropriate in furtherance
of purposes of the Act.
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
Because the foregoing proposed rule
does not (i) Significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 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,
provided that the self-regulatory
organization has given the Commission
written notice of its intent to file the
proposed rule change at least five
business days prior to the date of filing
of the proposed rule change or such
shorter time as designated by the
Commission, the proposed rule change
has become effective pursuant to
Section 19(b)(3)(A) of the Act11 and
Rule 19b–4(f)(6) thereunder.12
The Commission believes it is
consistent with the protection of
investors and the public interest to
waive the 30-day operative delay. The
Series 56 exam will be available as of
June 20, 2011, so waiver of the 30-day
operative delay will enable associated
persons of CBOE firms to take the exam
as soon as it becomes available. For
11 15
12 17
PO 00000
U.S.C. 78s(b)(3)(A).
C.F.R. [sic] 240.19b–4(f)(6).
Frm 00051
Fmt 4703
Sfmt 4703
these reasons, the Commission hereby
waives the 30-day operative delay.13
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 rulecomments@sec.gov. Please include File
Number SR–CBOE–2011–056 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.
All submissions should refer to File
Number SR–CBOE–2011–056. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
13 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule change’s impact on efficiency,
competition, and capital formation. 15 U.S.C. 78c(f).
E:\FR\FM\23JNN1.SGM
23JNN1
Federal Register / Vol. 76, No. 121 / Thursday, June 23, 2011 / Notices
copying at the principal office of CBOE.
All comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–CBOE–2011–056 and
should be submitted on or before July
14, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–15670 Filed 6–22–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64700; File No. SR–
NASDAQ–2010–134]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Disapproving Proposed Rule Change
To Adopt Additional Criteria for Listing
Companies That Have Indicated Their
Business Plan Is To Buy and Hold
Commodities
June 17, 2011.
I. Introduction
On October 15, 2010, The NASDAQ
Stock Market LLC (‘‘Nasdaq’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
adopt additional criteria for listing
companies that have indicated their
business plan is to buy and hold
commodities. The proposed rule change
was published for comment in the
Federal Register on November 3, 2010.3
On December 9, 2010, the Commission
extended the time period in which to
either approve the proposed rule change
or to institute proceedings to determine
whether to disapprove the proposed
rule change, to February 1, 2011.4 The
Commission received one comment
letter on the proposal.5 On January 31,
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 63207
(October 28, 2010), 75 FR 67788.
4 See Securities Exchange Act Release No. 63508
(December 9, 2010), 75 FR 78300 (December 15,
2010).
5 See Letter from Edward H. Smith, Jr. to Florence
E. Harmon, Deputy Secretary, Commission, dated
January 18, 2011.
2011, the Commission issued an order
instituting proceedings to determine
whether to disapprove the proposed
rule change (‘‘Order Instituting
Disapproval Proceedings’’).6 The
Commission received no comments on
the proceedings to determine whether to
disapprove the proposed rule change,
and Nasdaq did not provide a response
to the Commission’s grounds for
disapproval under consideration as set
forth in the Order Instituting
Disapproval Proceedings. On April 8,
2011, the Commission extended the
time period for Commission action on
the proceedings to determine whether to
disapprove the proposed rule change, to
July 1, 2011.7 This order disapproves
the proposed rule change.
II. Description of the Proposal
The Exchange proposes to adopt
additional listing standards for
companies that have indicated that their
business plan is to purchase and
stockpile raw materials or other
commodities (‘‘commodity stockpiling
companies’’). Under the proposal, such
companies are required to meet all other
applicable Nasdaq initial listing
requirements, as well as the following
additional listing standards. First,
within 18 months of the effectiveness of
its initial public offering registration
statement, or such shorter period as the
company specifies in the registration
statement, the company would be
required to invest at least 85% of the net
proceeds of the initial public offering in
the raw material or commodity
identified in the registration statement,
or return the unused amount pro rata to
its shareholders.8
Second, the company would be
required to publish, or facilitate access
to, at no cost and in an easily accessible
manner, regular pricing information
regarding the raw material or other
commodity from a reliable, independent
source, at least as frequently as current
industry practice but no less than twice
per week.9
Third, the company would be
required to publish its net market value
on a daily basis, or where pricing
information for the raw material or other
commodity is not available on a daily
basis, no less frequently than twice per
week.10 If the spot price of the raw
14 17
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1 15
VerDate Mar<15>2010
15:02 Jun 22, 2011
Jkt 223001
6 See Securities Exchange Act Release No. 63804
(January 31, 2011), 76 FR 6506 (February 4, 2011).
7 See Securities Exchange Act Release No. 64259
(April 8, 2011), 76 FR 20760 (April 13, 2011).
8 See proposed Nasdaq IM–5101–3(a).
9 See proposed Nasdaq IM–5101–3(b).
10 See proposed Nasdaq IM–5101–3(d). Net
market value would be determined by multiplying
the volume of the raw material or commodity held
in inventory by the last spot price published or
PO 00000
Frm 00052
Fmt 4703
Sfmt 4703
36947
material or commodity fluctuates by
more than 5%, the company shall
publish the net market value within one
business day of the fluctuation.
Fourth, the company would be
required to publish the quantity of the
raw material or other commodity held
in inventory, the average price paid, and
the company’s net market value within
two business days of any change in
inventory held.11 Where the company
contracts to purchase or sell a material
quantity of the raw material or
commodity, such information would be
required to be disclosed in a Form 8–K
filing within four business days.
Fifth, the company would be required
to employ the services of one or more
independent third party storage
facilities to safeguard the physical
holdings of the raw material or
commodity.12 Finally, the company
would be required to create a committee
comprised solely of independent
directors who shall consider, at least
quarterly, whether the company’s
purchasing activities have had a
measurable impact on the market price
of the raw material or other commodity
and shall report such determinations
and make subsequent recommendations
to the company’s board of directors.13
Nasdaq also is proposing to adopt
additional audit committee
requirements applicable to commodity
stockpiling companies. In addition to
the existing audit committee
requirements in Nasdaq rules, audit
committees for commodity stockpiling
companies would be required to
establish procedures for the
identification and management of
potential conflicts of interest, and
would be required to review and
approve any transactions where such
otherwise relied upon by the company, plus cash
and other assets, less any liabilities.
11 See proposed Nasdaq IM–5101–3(c).
12 See proposed Nasdaq IM–5101–3(e). Under the
proposed rule language, the facility ‘‘should
provide services consistent with those provided by
custodians and these must include: storage and
safeguarding; insurance; transfer of the raw material
or other commodity in and out of the facility; visual
inspections, spot checks and assays; confirmation of
deliveries to supplier packing lists; and reporting of
transfers and of inventory to the [commodity
stockpiling company] and its auditors.’’ The
company must oversee the third party storage
facility with its committee of independent directors.
13 See proposed Nasdaq IM–5101–3(f). The
independent directors may rely upon and shall
have the authority to engage and pay an industry
expert in conducting this review. If the company’s
board of directors disagrees with or does not accept
the recommendations of the committee, the
company will be required to file a Form 8–K with
the Commission outlining the relevant events, the
committee’s determinations and recommendations,
and the rationale for the board of directors’
determination.
E:\FR\FM\23JNN1.SGM
23JNN1
Agencies
[Federal Register Volume 76, Number 121 (Thursday, June 23, 2011)]
[Notices]
[Pages 36945-36947]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-15670]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64699; File No. SR-CBOE-2011-056]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Adopt the Selection Specifications and Content Outline
for the Proprietary Traders Examination Program (Series 56)
June 17, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of
1934, 15 U.S.C. 78s(b)(1), notice is hereby given that on June 16,
2011, Chicago Board Options Exchange, Incorporated (``CBOE'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by CBOE. 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
Pursuant to the provisions of Section 19(b)(1) of the Securities
Exchange Act of 1934 (the ``Act''),\1\ the Exchange is filing with the
Commission the content outline and selection specifications for the
Proprietary Traders Qualification Examination (``Series 56'') program.
CBOE is not proposing any textual changes to the Rules of CBOE. The
text of the proposed rule change is available on the Exchange's Web
site (https://www.cboe.org/legal), at the Exchange's Office of the
Secretary and at the Commission.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, CBOE included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. CBOE has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, Proposed Rule Change
1. Purpose
Pursuant to Rule 15b7-1,\2\ promulgated under the Exchange Act,\3\
``No registered broker or dealer shall effect any transaction in * * *
any security unless any natural person associated with such broker or
dealer who effects or is involved in effecting such transaction is
registered or approved in accordance with the standards of training,
experience, competence, and other qualification standards * * *
established by the rules of any national securities exchange * * *''
CBOE Rule 3.6A sets forth the requirements for registration and
qualification of individual Trading Permit Holders and individual
associated persons. Specifically, CBOE Rule 3.6A provides that
individual Trading Permit Holders and individual associated persons
that are ``engaged or to be engaged in the securities business of a
Trading Permit Holder or TPH organization shall be registered with the
Exchange in the category of registration appropriate to the function to
be performed as prescribed by the Exchange.'' Further, Rule 3.6A
requires, among other things, that an individual Trading Permit Holder
or individual associated person submit an application for registration
and pass the appropriate qualification examination before the
registration can become effective.
---------------------------------------------------------------------------
\2\ 17 C.F.R. [sic] 240.15b7-1.
\3\ 15 U.S.C. 78a et seq.
---------------------------------------------------------------------------
In accordance with Interpretation and Policy .06 to Rule 3.6A,
those individuals shall be considered to be ``engaged in the securities
business of a Trading Permit Holder or TPH organization'' and subject
to the registration requirements and successful completion of Series 56
if (i) the individual Trading Permit Holder or associated person
conducts proprietary trading, acts as a market-maker, effects
transactions on behalf of a broker-dealer account, supervises or
monitors proprietary trading, market-making or brokerage activities on
behalf of the broker-dealer, supervises or conducts training for those
engaged in proprietary trading, market-making or brokerage activities
on behalf of a broker-dealer account; or (ii) the individual Trading
Permit Holder or associated person engages in the management of any
individual Trading Permit Holder or individual associated person
identified in (i) above as an officer, partner or director.\4\
---------------------------------------------------------------------------
\4\ In accordance with Rule 3.6A, an individual Trading Permit
Holder or individual associated person that is engaged in the
supervision or monitoring of proprietary trading, market-making or
brokerage activities and/or that is engaged in the supervision or
training of those engaged in proprietary trading, market-making or
brokerage activities with respect to those activities will be
subject to heightened qualification requirements, as prescribed by
the Exchange.
---------------------------------------------------------------------------
The Series 56 examination tests a candidate's knowledge of
proprietary trading generally and the industry rules applicable to
trading of equity securities and listed options contracts. The Series
56 examination covers, among other things, recordkeeping and recording
requirements, types and characteristics of securities and investments,
trading practices and display execution and trading systems. While the
examination is primarily dedicated to topics related to proprietary
trading, the Series 56 examination also covers a few general concepts
relating to customers.\5\
---------------------------------------------------------------------------
\5\ The Commission notes that proprietary trading firms do not
have customers.
---------------------------------------------------------------------------
The Series 56 examination program is shared by CBOE and the
following Self-Regulatory Organizations (``SROs''): Boston Options
Exchange; C2 Options Exchange, Incorporated; Chicago Stock Exchange,
Incorporated; International Securities Exchange, LLC; NASDAQ OMX, BX;
NASDAQ OMX, PHLX; NASDAQ Stock Market LLC; National Stock Exchange,
Incorporated; New York Stock Exchange, LLC; NYSE AMEX, Incorporated;
and NYSE ARCA, Incorporated.
Upon request by the SROs referenced above, FINRA staff convened a
committee of industry representatives, CBOE staff and staff from the
other SROs referenced above, to develop the criteria for the Series 56
examination program. As a result, CBOE is proposing to set forth the
content of the examination. The qualification examination consists of
100 multiple choice questions. Candidates will have 150 minutes to
complete the exam. The content outline describes the following topical
sections comprising the examination: Personnel, Business Conduct and
Recordkeeping and Reporting Requirements, 9 questions; Markets, Market
Participants, Exchanges, and Self Regulatory Organizations, 8
questions; Types and Characteristics of Securities and Investments, 20
questions; Trading Practices and Prohibited Acts, 50
[[Page 36946]]
questions; and Display, Execution and Trading Systems, 13 questions.
Representatives from the applicable self-regulatory organizations shall
meet on a periodic basis to evaluate and, as necessary, update, the
Series 56 examination program.
CBOE understands that the other applicable SROs will also file with
the Commission similar filings regarding the Series 56 examination
program. CBOE proposes to implement the Series 56 examination program
upon availability in WebCRD. The Exchange shall announce all relevant
dates with respect to the Series 56 examination program through a
Regulatory Circular. The selection specifications for the Series 56
examination, which CBOE has submitted under separate cover to the
Commission with a request for confidential treatment pursuant to the
Commission's confidential treatment procedures under the Freedom of
Information Act,\6\ describe additional confidential information
regarding the examination.
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\6\ 17 C.F.R. [sic] 200.83.
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As noted in Item 2 of this filing, CBOE is filing the proposed rule
change for immediate effectiveness. CBOE will announce the
implementation date of the proposed rule change in a Regulatory
Circular. The implementation date of the proposed rule change will
coincide with a new release of the WebCRD.\7\
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\7\ See Securities Exchange Act Release No. 63314 (November 12,
2010), 75 FR 70957 (November 19, 2010) (SR-CBOE-2010-084).
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2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\8\ in general, and furthers the objectives of Section 6(b)(1) \9\
of the Act in particular, in that it is designed to enforce compliance
by Exchange members and persons associated with its members with the
rules of the Exchange. The Exchange also believes the proposed rule
change furthers the objectives of Section 6(c)(3) \10\ of the Act,
which authorizes CBOE to prescribe standards of training, experience
and competence for persons associated with CBOE members, in that this
filing comprises the content outline and relevant specifications for
the Series 56 examination program. CBOE believes the Series 56
examination program establishes the appropriate qualifications for an
individual Trading Permit Holder and individual associated person that
is required to register as a Proprietary Trader under Exchange Rule
3.6A, including, but not limited to, Market-Makers, proprietary traders
and individuals effecting transactions on behalf of other broker-
dealers. The Series 56 addresses industry topics that establish the
foundation for the regulatory and procedural knowledge necessary for
individuals required to register as a Proprietary Trader. CBOE will
continue to educate its Trading Permit Holders and nominees of
requirements that are unique to CBOE through its Trading Permit Holder
orientation program.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(1).
\10\ 15 U.S.C. 78f(c)(3).
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B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of 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
Because the foregoing proposed rule does not (i) Significantly
affect the protection of investors or the public interest; (ii) impose
any significant burden on competition; and (iii) become operative for
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, provided that the self-regulatory
organization has given the Commission written notice of its intent to
file the proposed rule change at least five business days prior to the
date of filing of the proposed rule change or such shorter time as
designated by the Commission, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act\11\ and Rule 19b-
4(f)(6) thereunder.\12\
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 C.F.R. [sic] 240.19b-4(f)(6).
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The Commission believes it is consistent with the protection of
investors and the public interest to waive the 30-day operative delay.
The Series 56 exam will be available as of June 20, 2011, so waiver of
the 30-day operative delay will enable associated persons of CBOE firms
to take the exam as soon as it becomes available. For these reasons,
the Commission hereby waives the 30-day operative delay.\13\
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\13\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule change's impact on
efficiency, competition, and capital formation. 15 U.S.C. 78c(f).
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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-CBOE-2011-056 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.
All submissions should refer to File Number SR-CBOE-2011-056. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and
[[Page 36947]]
copying at the principal office of CBOE. All comments received will be
posted without change; the Commission does not edit personal
identifying information from submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-CBOE-2011-056 and should be submitted on
or before July 14, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-15670 Filed 6-22-11; 8:45 am]
BILLING CODE 8011-01-P