Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Extend a Fee Discount Pilot Program for Large-Sized Foreign Currency Options, 38434-38436 [2011-16397]
Download as PDF
38434
Federal Register / Vol. 76, No. 126 / Thursday, June 30, 2011 / Notices
srobinson on DSK4SPTVN1PROD with NOTICES
Underlying Funds also may be affiliated
persons by virtue of a Top-Tier Fund’s
ownership of more than 5% of the
outstanding voting securities of an
Underlying Fund. Consequently, the
Special Servicing Agreement could be
deemed to be a joint transaction among
the Top-Tier Funds, the Underlying
Funds and Advisors.
2. Rule 17d–1 under the Act provides
that, in passing upon a joint
arrangement under the rule, the
Commission will consider whether
participation of the investment
company in the joint enterprise or joint
arrangement on the basis proposed is
consistent with the provisions, policies,
and purposes of the Act and the extent
to which the participation is on a basis
different from or less advantageous than
that of other participants.
3. Applicants request an order under
section 17(d) and rule 17d–1 to permit
the proposed expense sharing
arrangements. Applicants state that
participation by the Top-Tier Funds, the
Underlying Funds and Advisors in the
proposed expense sharing arrangements
is consistent with the provisions,
policies and purposes of the Act, and
that the terms of the Special Servicing
Agreement and the conditions set forth
below will ensure that no participant
will participate on a basis less
advantageous than that of other
participants.
Applicants’ Conditions
Applicants agree that any order
granting the requested relief will be
subject to the following conditions:
1. No Fund will enter into a Special
Servicing Agreement unless the Special
Servicing Agreement: (a) Precisely
describes the services provided to the
Top-Tier Funds and the Underlying
Fund Payments; (b) provides that no
affiliated person of the Top-Tier Funds,
or affiliated person of such person, will
receive, directly or indirectly, any
portion of the Underlying Fund
Payments; (c) provides that the
Underlying Fund Payments may not
exceed the amount of actual expenses
incurred by the Top-Tier Funds; (d)
provides that no Underlying Fund will
reimburse transfer agent expenses of a
Top-Tier Fund, including out-of-pocket
expenses and other expenses, at a rate
in excess of the average per account
transfer agent expenses of the
Underlying Fund, including out-ofpocket expenses and other expenses,
expressed as a basis point charge (for
purposes of calculating the Underlying
Fund’s average per account transfer
agent expense, the Top-Tier Fund’s
investment in the Underlying Fund will
be excluded); and (e) has been approved
VerDate Mar<15>2010
16:24 Jun 29, 2011
Jkt 223001
by the Fund’s Board, including a
majority of the Independent Trustees, as
being in the best interests of the Fund
and its shareholders and not involving
overreaching on the part of any person
concerned.
2. In approving a Special Servicing
Agreement, the Board of an Underlying
Fund will consider, without limitation:
(a) The reasons for the Underlying
Fund’s entering into the Special
Servicing Agreement; (b) information
quantifying the Underlying Fund
Benefits; (c) the extent to which
investors in the Top-Tier Fund could
have purchased shares of the
Underlying Fund; (d) the extent to
which an investment in the Top-Tier
Fund represents or would represent a
consolidation of accounts in the
Underlying Funds, through exchanges
or otherwise, or a reduction in the rate
of increase in the number of accounts in
the Underlying Funds; (e) the extent to
which the expense ratio of the
Underlying Fund was reduced following
investment in the Underlying Fund by
the Top-Tier Fund and the reasonably
foreseeable effects of the investment by
the Top-Tier Fund on the Underlying
Fund’s expense ratio; (f) the reasonably
foreseeable effects of participation in the
Special Servicing Agreement on the
Underlying Fund’s expense ratio; and
(g) any conflicts of interest that
Advisors, any affiliated person of
Advisors, or any other affiliated person
of the Underlying Fund may have
relating to the Underlying Fund’s
participation in the Special Servicing
Agreement.
3. Prior to approving a Special
Servicing Agreement on behalf of an
Underlying Fund, the Board of the
Underlying Fund, including a majority
of the Independent Trustees, will
determine that: (a) The Underlying
Fund Payments under the Special
Servicing Agreement are expenses that
the Underlying Fund would have
incurred if the shareholders of the TopTier Fund had instead purchased shares
of the Underlying Fund through the
same broker-dealer or other financial
intermediary; (b) the amount of the
Underlying Fund Payments is less than
the amount of Underlying Fund
Benefits; and (c) by entering into the
Special Servicing Agreement, the
Underlying Fund is not engaging,
directly or indirectly, in financing any
activity which is primarily intended to
result in the sale of shares issued by the
Underlying Fund.
4. In approving a Special Servicing
Agreement, the Board of a Fund will
request and evaluate, and Advisors will
furnish, such information as may
reasonably be necessary to evaluate the
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
terms of the Special Servicing
Agreement and the factors set forth in
condition 2 above, and make the
determinations set forth in conditions 1
and 3 above.
5. Approval by the Fund’s Board,
including a majority of the Independent
Trustees, in accordance with conditions
1 through 4 above, will be required at
least annually after the Fund’s entering
into a Special Servicing Agreement and
prior to any material amendment to a
Special Servicing Agreement.
6. To the extent Underlying Fund
Payments are treated, in whole or in
part, as a class expense of an Underlying
Fund, or are used to pay a class-based
expense of a Top-Tier Fund, conditions
1 through 5 above must be met with
respect to each class of a Fund as well
as the Fund as a whole.
7. Each Fund will maintain and
preserve the Board’s findings and
determinations set forth in conditions 1
and 3 above, and the information and
considerations on which they were
based, for the duration of the Special
Servicing Agreement, and for a period
not less than six years thereafter, the
first two years in an easily accessible
place.
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–16403 Filed 6–29–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 3464743; File No. SR–ISE–
2011–35]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Extend a Fee Discount Pilot
Program for Large-Sized Foreign
Currency Options
June 24, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 21,
2011, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) 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 the selfregulatory organization. The
1 15
2 17
E:\FR\FM\30JNN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
30JNN1
Federal Register / Vol. 76, No. 126 / Thursday, June 30, 2011 / Notices
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 ISE is proposing to extend for an
additional year the fee discount for
large-sized foreign currency (‘‘FX’’)
option orders. The text of the proposed
rule change is available on the
Exchange’s Web site (https://
www.ise.com), at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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
srobinson on DSK4SPTVN1PROD with NOTICES
1. Purpose
The purpose of this proposed rule
change is to extend for an additional
year the fee discount for large-sized FX
option orders. The Exchange initially
adopted the fee discount for large-sized
FX option orders in 2008.3 The fee
discount pilot program was
subsequently extended 4 and is now set
to expire on June 30, 2011.5 The fee
discount applies to orders of 250
contracts or more and waives fees on
incremental volume above 250
contracts. Contracts at or under the
threshold are charged the constituent’s
prescribed execution fee. The fee
discount applies to all Customer 6
3 See Securities Exchange Act Release No. 58139
(July 10, 2008), 73 FR 41142 (July 17, 2008) (SR–
ISE–2008–54).
4 See Securities Exchange Act Release No. 60192
(June 30, 2009), 74 FR 32211 (July 7, 2009) (SR–
ISE–2009–42).
5 See Securities Exchange Act Release No. 62506
(July 15, 2010), 75 FR 42801 (July 22, 2010) (SR–
ISE–2010–67).
6 The fee discount applies to both Professional
and Priority Customer orders. A Priority Customer
is defined in ISE Rule 100(a)(37A) as a person or
entity that is not a broker/dealer in securities, and
does not place more than 390 orders in listed
options per day on average during a calendar month
VerDate Mar<15>2010
16:24 Jun 29, 2011
Jkt 223001
orders, Firm Proprietary orders, Market
Maker orders and Non-ISE Market
Maker orders in FX options traded on
the Exchange. ISE adopted this fee
discount to encourage members to
execute large-sized FX option orders on
the Exchange in a manner that is cost
effective. The Exchange now proposes
to extend this fee discount through June
30, 2012 in a continuing effort to attract
more activity in large-sized FX options.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,7
in general, and furthers the objectives of
Section 6(b)(4),8 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 believes the proposed rule
change is reasonable and equitable as it
would extend a current fee discount,
thus effectively maintaining low fees for
all market participants that trade in
large-sized FX options on the Exchange.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
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.9 At any time
within 60 days of the filing of such
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
for its own beneficial account(s). A Professional
Customer is a person who is not a broker/dealer and
is not a Priority Customer.
7 15 U.S.C. 78f(b).
8 15 U.S.C. 78f(b)(4).
9 15 U.S.C. 78s(b)(3)(A)(ii).
PO 00000
Frm 00088
Fmt 4703
Sfmt 4703
38435
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposal is
consistent with the Act. Comments may
be submitted by any of the following
methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
No. SR–ISE–2011–35 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 No.
SR–ISE–2011–35. This file number
should be included on the subject line
if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of ISE.
All comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File No.
SR–ISE–2011–35 and should be
submitted on or before July 21, 2011.
E:\FR\FM\30JNN1.SGM
30JNN1
38436
Federal Register / Vol. 76, No. 126 / Thursday, June 30, 2011 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–16397 Filed 6–29–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64742; File No. SR–
NYSEAmex–2011–18]
Self-Regulatory Organizations; NYSE
Amex LLC; Order Approving Proposed
Rule Change, as Modified by
Amendment No. 1, Relating to the
Formation of a Joint Venture Between
the Exchange, Its Ultimate Parent
NYSE Euronext, and Seven Other
Entities To Operate an Electronic
Trading Facility for Options Contracts
June 24, 2011.
srobinson on DSK4SPTVN1PROD with NOTICES
I. Introduction
On March 23, 2011, NYSE Amex LLC
(‘‘NYSE Amex’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’ or ‘‘SEC’’) a proposed
rule change, pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 in connection with the
formation of a joint venture between
NYSE Amex, its ultimate parent NYSE
Euronext, a Delaware corporation, and
the following entities (each, a
‘‘Founding Firm’’): Citadel Securities
LLC (‘‘Citadel’’); Goldman, Sachs & Co.
(‘‘Goldman Sachs’’); Banc of America
Strategic Investments Corporation
(‘‘BAML’’); Citigroup Financial
Strategies, Inc. (‘‘Citigroup’’); Datek
Online Management Corp. (‘‘TD
Ameritrade’’); UBS Americas Inc.
(‘‘UBS’’); and Barclays Electronic
Commerce Holdings Inc. (‘‘Barclays’’),
to operate an electronic trading facility
(‘‘Options Facility’’) that will engage in
the business of listing for trading
options contracts permitted to be listed
on a national securities exchange (or
facility thereof) and related activities.
The proposed rule change was
published for comment in the Federal
Register on April 4, 2011.3 The
Commission received three comment
letters on the proposal.4 The
10 17
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. 64144
(March 29, 2011), 76 FR 18591 (‘‘Notice’’).
4 See Letter from Andrew Rothlein, to Hon. Mary
L. Schapiro, Chairman, and Hon. Kathleen L. Casey,
Hon. Elisse B. Walter, Hon. Luis A. Aguilar, and
Hon. Troy A. Paredes, Commissioners, Commission,
1 15
VerDate Mar<15>2010
16:24 Jun 29, 2011
Jkt 223001
Commission subsequently extended to
July 1, 2011, 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.5 On June 15,
2011, NYSE Amex filed Amendment
No. 1 to the proposed rule change.6 This
order approves the proposed rule
change, as modified by Amendment
No. 1.
II. Overview
NYSE Amex proposes to establish
NYSE Amex Options LLC (‘‘Company’’),
a Delaware limited liability company
formed by NYSE Euronext, NYSE Amex,
and the Founding Firms, and jointly
owned by NYSE Amex and the
Founding Firms, to operate the Options
Facility. Pursuant to the proposal, the
Options Facility will be operated as a
facility 7 of NYSE Amex, which will act
as the self-regulatory organization
(‘‘SRO’’) for the Options Facility and as
such have regulatory responsibility for
the activities of the Options Facility.8
With this proposed rule change,
NYSE Amex seeks the Commission’s
approval of the proposed governance
structure of the Company as reflected in
the proposed Limited Liability
Company Agreement (‘‘LLC
Agreement’’) for the Company and a
proposed Members Agreement of the
Company setting forth certain additional
provisions (‘‘Members Agreement’’)
relating to the proposed governance
dated April 14, 2011 (‘‘Rothlein Letter’’); Letter
from Benjamin Kerensa, dated April 25, 2011
(‘‘Kerensa Letter’’); and Letter from Joan C. Conley,
Senior Vice President and Corporate Secretary,
Nasdaq OMX Group, Inc. (‘‘NASDAQ’’), to
Elizabeth M. Murphy, Secretary, Commission, dated
April 29, 2011 (‘‘NASDAQ Letter’’).
5 See Securities Exchange Act Release No. 64511
(May 18, 2011), 76 FR 29809 (May 23, 2011).
6 See Amendment No. 1 dated June 15, 2011
(‘‘Amendment No. 1’’). Amendment No. 1 deletes
an erroneous reference in Section 16.1(f) of the LLC
Agreement; clarifies those Founding Firms that are
NYSE Amex members or their affiliates; clarifies the
availability of information noted ‘‘To Come’’ on
certain Schedules to the LLC Agreement; and
confirms the applicability of Section 4.9 of the LLC
Agreement to a NYSE Amex member that is an
affiliate of NYSE Amex. Amendment No. 1 is a
technical amendment and is not subject to notice
and comment.
7 Pursuant to Section 3(a)(2) of the Act, 15 U.S.C.
78c(a)(2), the term ‘‘facility’’ when used with
respect to a national securities exchange, includes
‘‘its premises, tangible or intangible property
whether on the premises or not, any right to the use
of such premises or property or any service thereof
for the purpose of effecting or reporting a
transaction on an exchange (including, among other
things, any system of communication to or from the
exchange, by ticker or otherwise, maintained by or
with the consent of the exchange), and any right of
the exchange to the use of any property or service.’’
8 NYSE Amex represented that it has adequate
funds to discharge all regulatory functions related
to the Options Facility. See Notice, supra note 3,
76 FR 18592.
PO 00000
Frm 00089
Fmt 4703
Sfmt 4703
structure of the Company.9 NYSE Amex
is not proposing any changes to its
listing and trading rules in connection
with establishment of the Company and
operation of the Options Facility.
As a limited liability company,
ownership of the Company is
represented by limited liability
company interests in the Company
(‘‘Interests’’).10 The holders of Interests
are referred to as the members of the
Company (‘‘Members’’).11 The Interests
represent equity interests in the
Company and entitle the holders thereof
to participate in the Company’s
allocations and distributions. Initially,
NYSE Amex will own 100% of the
preferred non-voting Interests
(‘‘Preferred Interests’’) and 47.2% of the
Common Interests,12 as Class A
Common Interests. The Founding Firms
will own the remaining 52.8% of the
Common Interests, as Class B Common
Interests, and no single Founding Firm
(including its affiliates) will own Class
B Common Interests comprising more
than 19.9% of the issued and
outstanding Common Interests. The
52.8% ownership of Class B Common
Interests will initially be allocated as
follows: 14.95% to each of Citadel and
Goldman Sachs; 5.0% to each of BAML,
Citigroup and TD Ameritrade; 4.9% to
UBS; and 3.0% to Barclays.13
9 Certain portions of the Members Agreement are
not considered part of the proposed rule change.
See infra note 13.
10 ‘‘Interest’’ means the limited liability company
interest in the Company owned by each Member
including any and all benefits to which such
Member may be entitled as provided in the LLC
Agreement or required by the Act, together with all
obligations of such Member to comply with the
terms and provisions of the LLC Agreement. See
Section 1.1 of the LLC Agreement. See infra note
11 for the definition of Member.
11 ‘‘Member’’ means each Person who is a
signatory to this Agreement (other than NYSE
Euronext) or who has been admitted to the
Company as a Member in accordance with this
Agreement and has not ceased to be a Member in
accordance with this Agreement or for any other
reason. See Section 1.1 of the LLC Agreement. See
infra note 78 for definition of Person.
12 Common Interests consist of Class A Common
Interests and Class B Common Interests. See Section
1.1 of the LLC Agreement. ‘‘Class A Common
Interests’’ means the Interests in the form of shares
owned by NYSE Amex, as specified in Schedule A
of the LLC Agreement, having the rights and
obligations specified in the LLC Agreement. See id.
‘‘Class B Common Interests’’ means the Interests in
the form of shares owned by each Founding Firm,
as specified in Schedule A of the LLC Agreement,
having the rights and obligations specified in the
LLC Agreement. See id. Schedule A of the LLC
Agreement sets forth the Interest allocations of each
Member.
13 Following the effective date of the proposed
rule change, additional Class B Common Interests
will be issued to the Founding Firms based, in part,
on each Founding Firm’s contribution to the annual
volume of the Options Facility from October 1, 2009
to December 31, 2010 (i.e., the ‘‘Volume-Based
Equity Plan’’). See Notice, supra note 3, 76 FR at
E:\FR\FM\30JNN1.SGM
30JNN1
Agencies
[Federal Register Volume 76, Number 126 (Thursday, June 30, 2011)]
[Notices]
[Pages 38434-38436]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-16397]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 3464743; File No. SR-ISE-2011-35]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Extend a Fee Discount Pilot Program for Large-Sized Foreign
Currency Options
June 24, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on June 21, 2011, the International Securities Exchange, LLC (the
``Exchange'' or the ``ISE'') 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 the self-
regulatory organization. The
[[Page 38435]]
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 ISE is proposing to extend for an additional year the fee
discount for large-sized foreign currency (``FX'') option orders. The
text of the proposed rule change is available on the Exchange's Web
site (https://www.ise.com), at the principal office of the Exchange, and
at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
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 this proposed rule change is to extend for an
additional year the fee discount for large-sized FX option orders. The
Exchange initially adopted the fee discount for large-sized FX option
orders in 2008.\3\ The fee discount pilot program was subsequently
extended \4\ and is now set to expire on June 30, 2011.\5\ The fee
discount applies to orders of 250 contracts or more and waives fees on
incremental volume above 250 contracts. Contracts at or under the
threshold are charged the constituent's prescribed execution fee. The
fee discount applies to all Customer \6\ orders, Firm Proprietary
orders, Market Maker orders and Non-ISE Market Maker orders in FX
options traded on the Exchange. ISE adopted this fee discount to
encourage members to execute large-sized FX option orders on the
Exchange in a manner that is cost effective. The Exchange now proposes
to extend this fee discount through June 30, 2012 in a continuing
effort to attract more activity in large-sized FX options.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 58139 (July 10,
2008), 73 FR 41142 (July 17, 2008) (SR-ISE-2008-54).
\4\ See Securities Exchange Act Release No. 60192 (June 30,
2009), 74 FR 32211 (July 7, 2009) (SR-ISE-2009-42).
\5\ See Securities Exchange Act Release No. 62506 (July 15,
2010), 75 FR 42801 (July 22, 2010) (SR-ISE-2010-67).
\6\ The fee discount applies to both Professional and Priority
Customer orders. A Priority Customer is defined in ISE Rule
100(a)(37A) as a person or entity that is not a broker/dealer in
securities, and does not place more than 390 orders in listed
options per day on average during a calendar month for its own
beneficial account(s). A Professional Customer is a person who is
not a broker/dealer and is not a Priority Customer.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Act,\7\ in general, and
furthers the objectives of Section 6(b)(4),\8\ 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 believes the proposed rule change is
reasonable and equitable as it would extend a current fee discount,
thus effectively maintaining low fees for all market participants that
trade in large-sized FX options on the Exchange.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not 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
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
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.\9\ At any time within 60 days of the filing
of such proposed rule change, the Commission summarily may temporarily
suspend such rule change if it appears to the Commission that such
action is necessary or appropriate in the public interest, for the
protection of investors, or otherwise in furtherance of the purposes of
the Act. If the Commission takes such action, the Commission shall
institute proceedings to determine whether the proposed rule should be
approved or disapproved.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78s(b)(3)(A)(ii).
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposal 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 No. SR-ISE-2011-35 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 No. SR-ISE-2011-35. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of ISE. All comments
received will be posted without change; the Commission does not edit
personal identifying information from submissions. You should submit
only information that you wish to make available publicly. All
submissions should refer to File No. SR-ISE-2011-35 and should be
submitted on or before July 21, 2011.
[[Page 38436]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
---------------------------------------------------------------------------
\10\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-16397 Filed 6-29-11; 8:45 am]
BILLING CODE 8011-01-P