Sunshine Act Meeting, 39449-39450 [2011-16951]
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sroberts on DSK5SPTVN1PROD with NOTICES
Federal Register / Vol. 76, No. 129 / Wednesday, July 6, 2011 / Notices
amount certificate company. Applicants
also state that to the best of their
knowledge, none of the current
directors, officers, or employees of the
Applicants that are involved in
providing services as investment adviser
or sub-adviser of the Funds (including
as general partner providing investment
advisory services to ESCs) or principal
underwriter for any registered open-end
company (or any other persons in such
roles during the time period covered by
the Complaint) participated in the
conduct alleged in the Complaint to
have constituted the violations that
provide a basis for the Injunction.
Applicants further represent that the
personnel at J.P. Morgan Securities who
participated in the conduct alleged in
the Complaint to have constituted the
violations that provided a basis for the
Injunction have had no, and will not
have any, involvement in providing
advisory, depositary (including as
general partner providing investment
advisory services to ESCs) to the Funds
or principal underwriting services to
any registered open-end company,
registered unit investment trust, or
registered face-amount certificate
company on the behalf of the
Applicants or other Covered Persons.
Applicants also represent that because
the personnel of the Applicants (other
than those at J.P. Morgan Securities) did
not participate in the conduct alleged in
the Complaint to have constituted the
violations that provide a basis for the
Injunction, the shareholders of those
Funds were not affected any differently
than if those Funds had received
services from any other non-affiliated
investment adviser or principal
underwriter. Applicants state that the
alleged conduct did not involve any
Fund or the assets of any Fund.
5. Applicants state that their inability
to continue to provide investment
advisory and subadvisory services to the
Funds (including as general partner
providing investment advisory services
to ESCs) and principal underwriting
services to any registered open-end
company would result in potential
hardship for the Funds and their
shareholders. Applicants state that they
will, as soon as reasonably practical,
distribute written materials, including
an offer to meet in person to discuss the
materials, to the boards of directors of
the Funds (‘‘Boards’’) (excluding, for
this purpose, the ESCs) for which the
Applicants serve as investment adviser,
investment sub-adviser or principal
underwriter, including the directors
who are not ‘‘interested persons,’’ as
defined in section 2(a)(19) of the Act, of
such Funds, and their independent legal
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counsel, if any, describing the
circumstances that led to the Injunction
and any impact on the Funds, and the
application. Applicants state they will
provide the Boards with the information
concerning the Injunction and the
application that is necessary for the
Funds to fulfill their disclosure and
other obligations under the Federal
securities laws.
6. Applicants also state that, if they
were barred from providing services to
the Funds, the effect on their businesses
and employees would be severe.
Applicants state that they have
committed substantial resources to
establishing expertise in providing
advisory and distribution services to
Funds. Applicants further state that
prohibiting them from providing such
services would not only adversely affect
their businesses, but would also
adversely affect about 940 employees
who are involved in those activities.
Applicants also state that disqualifying
certain Applicants from continuing to
provide investment advisory services to
the ESCs is not in the public interest or
in the furtherance of the protection of
investors. Because the ESCs have been
formed for certain key employees,
officers and directors of JPMC and its
affiliates, it would not be consistent
with the purposes of the ESC provisions
of the Act or the terms and conditions
of the ESC orders to require another
entity not affiliated with JPMC to
manage the ESCs. In addition,
participating employees of JPM and its
affiliates likely subscribed for interests
in the ESCs with the expectation that
the ESCs would be managed by an
affiliate of JPMC.
7. Certain of the Applicants
previously have applied for and
received exemptions under section 9(c)
as the result of conduct that triggered
section 9(a) of the Act, as described in
greater detail in the application.
Applicants’ Condition:
Applicants agree that any order
granting the requested relief will be
subject to the following condition:
Any temporary exemption granted
pursuant to the application shall be
without prejudice to, and shall not limit
the Commission’s rights in any manner
with respect to, any Commission
investigation of, or administrative
proceedings involving or against,
Covered Persons, including, without
limitation, the consideration by the
Commission of a permanent exemption
from section 9(a) of the Act requested
pursuant to the application or the
revocation or removal of any temporary
exemptions granted under the Act in
connection with the application.
Temporary Order:
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39449
The Commission has considered the
matter and finds that Applicants have
made the necessary showing to justify
granting a temporary exemption.
Accordingly,
It is hereby ordered, pursuant to
section 9(c) of the Act, that Applicants
and any other Covered Persons are
granted a temporary exemption from the
provisions of section 9(a), solely with
respect to the Injunction, subject to the
condition in the application, from June
29, 2011, until the Commission takes
final action on their application for a
permanent order.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–16818 Filed 7–5–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a Closed Meeting
on Thursday, July 7, 2011 at 2 p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (5), (7), 9(ii)
and (10), permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Casey, as duty officer,
voted to consider the items listed for the
Closed Meeting in a closed session.
The subject matter of the Closed
Meeting scheduled for Thursday, July 7,
2011 will be:
Institution and settlement of
injunctive actions;
Institution and settlement of
administrative proceedings;
An adjudicatory matter; and
Other matters relating to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact:
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06JYN1
39450
Federal Register / Vol. 76, No. 129 / Wednesday, July 6, 2011 / Notices
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
The Office of the Secretary at (202)
551–5400.
Dated: June 30, 2011.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–16951 Filed 7–1–11; 11:15 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64768; File No. SR–BX–
2011–040]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX BX, Inc. To Amend the BOX Fee
Schedule
June 29, 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 28,
2011, NASDAQ OMX BX, Inc. (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 the self-regulatory organization. The
Exchange filed the proposed rule change
pursuant to Section 19(b)(3)(A)(ii) of the
Act,3 and Rule 19b–4(f)(2) thereunder,4
which renders the proposal effective
upon filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
sroberts on DSK5SPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Fee Schedule of the Boston Options
Exchange Group, LLC (‘‘BOX’’).5 While
changes to the BOX Fee Schedule
pursuant to this proposal will be
effective upon filing, the changes will
become operative on July 1, 2011. The
text of the proposed rule change is
available from the principal office of the
Exchange, at the Commission’s Public
Reference Room, on the Exchange’s
Internet Web site at https://
nasdaqomxbx.cchwallstreet.com/
NASDAQOMXBX/Filings and on the
Commission’s Web site at https://
www.sec.gov.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
5 The BOX Fee Schedule can be found on the
BOX Web site at https://bostonoptions.com/pdf/
BOX_Fee _Schedule.pdf.
2 17
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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
Section 8 of the BOX Fee Schedule
currently imposes a fee of $0.50 per
contract for all Eligible Orders sent to
Away Exchanges in excess of 10,000
contracts per month for each BOX
Options Participant.6 Additionally, BOX
currently exempts outbound Eligible
Orders sent to Away Exchanges, up to
a maximum of 10,000 contracts per
month, from the fees and credits of
Section 7 of the BOX Fee Schedule, as
these transactions are deemed to neither
‘add’ nor ‘take’ liquidity from the BOX
Book. The Exchange proposes an
amendment to Section 8 of the BOX Fee
Schedule to eliminate the $0.50 per
contract fee on Eligible Orders sent to
Away Exchanges. Additionally, the
Exchange proposes a corresponding
change to Section 7 so that all Eligible
Orders sent to Away Exchanges are
exempt from Section 7 of the BOX Fee
Schedule. Therefore, Eligible Orders
sent to Away Exchanges will be subject
only to the applicable transaction fees
listed in Sections 1 through 3 of the
BOX Fee Schedule.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the Act,7
in general, and Section 6(b)(4) of the
Act,8 in particular, in that it provides for
the equitable allocation of reasonable
dues, fees, and other charges among
BOX Participants and other persons
using its facilities.
6 See Securities Exchange Act Release No. 64583
(June 2, 2011), 76 FR 33014 (June 7, 2011) (SR–BX–
2011–031). The proposed change will have no effect
on the billing of orders of non-BOX Options
Participants.
7 15 U.S.C. 78f(b).
8 15 U.S.C. 78f(b)(4).
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The Exchange believes that it is
equitable to permit BOX Participants to
have orders routed to away exchanges
without being assessed a fee. The
Exchange believes that BOX Options
Participants may send additional order
flow to BOX, to the benefit of all market
participants, if there is no fee assessed
when Participant orders may be sent to
an Away Exchange. The Exchange
believes that the proposed change is an
equitable allocation of fees because the
order routing fee structure applies to all
BOX Participants.
Further, the Exchange believes the
proposed change and the resulting order
routing fee structure are fair and
reasonable and must be competitive
with similar fees in place on other
exchanges. BOX operates within a
highly competitive market in which
market participants can readily direct
order flow to any of eight other
competing venues if they deem fee
levels at a particular venue to be
excessive. The change to allow BOX
Participants to have more orders routed
away at no cost is intended to attract
order flow to BOX and provide BOX
Participants additional flexibility in
their execution decisions. The Exchange
believes all market participants can
benefit from greater liquidity on BOX
and that it is appropriate to provide a
fee structure intended to attract
additional order flow. In particular, the
proposed change will allow BOX to
remain competitive with other
exchanges, and allow BOX to maintain
a fee structure which is equitable among
all BOX Participants. The Exchange
believes that this competitive
marketplace impacts the fees present on
BOX today and influences this proposal.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received comments on the proposed
rule change.
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 and Rule 19b–
9 15
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U.S.C. 78s(b)(3)(A)(ii).
06JYN1
Agencies
[Federal Register Volume 76, Number 129 (Wednesday, July 6, 2011)]
[Notices]
[Pages 39449-39450]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-16951]
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SECURITIES AND EXCHANGE COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to the provisions of the
Government in the Sunshine Act, Public Law 94-409, that the Securities
and Exchange Commission will hold a Closed Meeting on Thursday, July 7,
2011 at 2 p.m.
Commissioners, Counsel to the Commissioners, the Secretary to the
Commission, and recording secretaries will attend the Closed Meeting.
Certain staff members who have an interest in the matters also may be
present.
The General Counsel of the Commission, or his designee, has
certified that, in his opinion, one or more of the exemptions set forth
in 5 U.S.C. 552b(c)(3), (5), (7), 9(B) and (10) and 17 CFR
200.402(a)(3), (5), (7), 9(ii) and (10), permit consideration of the
scheduled matters at the Closed Meeting.
Commissioner Casey, as duty officer, voted to consider the items
listed for the Closed Meeting in a closed session.
The subject matter of the Closed Meeting scheduled for Thursday,
July 7, 2011 will be:
Institution and settlement of injunctive actions;
Institution and settlement of administrative proceedings;
An adjudicatory matter; and
Other matters relating to enforcement proceedings.
At times, changes in Commission priorities require alterations in
the scheduling of meeting items.
For further information and to ascertain what, if any, matters have
been added, deleted or postponed, please contact:
[[Page 39450]]
The Office of the Secretary at (202) 551-5400.
Dated: June 30, 2011.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-16951 Filed 7-1-11; 11:15 am]
BILLING CODE 8011-01-P