Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Adopt Changes To Its Fees Schedule Related to Qualified Contingent Cross Orders, 40763-40765 [2011-17306]
Download as PDF
Federal Register / Vol. 76, No. 132 / Monday, July 11, 2011 / Notices
market data feeds may be obtained from
other sources.
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
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.6 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
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–BX–2011–038 on the
subject line.
erowe on DSK5CLS3C1PROD with NOTICES
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–BX–2011–038. 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–BX–2011–038 and should
be submitted on or before August 1,
2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17329 Filed 7–8–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64806; File No. SR–CBOE–
2011–058]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Adopt Changes To Its
Fees Schedule Related to Qualified
Contingent Cross Orders
July 5, 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 29,
2011, the Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
7 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
6 15
U.S.C. 78s(b)(3)(A)(ii).
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40763
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.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to adopt
changes to its Fees Schedule related to
qualified contingent cross (‘‘QCC’’)
orders. 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’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 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
On June 13, 2011, the Commission
approved a proposed rule change to
allow the Exchange to establish the QCC
order type.3 The Exchange now
proposes to adopt changes to its Fees
Schedule related to this new order type.
Specifically, the Exchange proposes to
apply its applicable standard
transaction fees to QCC transactions,
with three exceptions. First, QCC trades
will not be subject to the marketing fee,
therefore the Exchange is proposing to
amend the description of the marketing
fee program contained in Footnote 6 of
the Fees Schedule to indicate that the
fee will not apply to transactions
executed as a QCC under CBOE Rule
6.53(u). The Exchange does not believe
it is necessary to assess a marketing fee
to QCC transactions. This is consistent
with other exchanges, such as the
3 See Securities Exchange Act Release No. 64653
(June 13, 2011), 76 FR 35491 (June 17, 2011) (SR–
CBOE–2011–041) and CBOE Rule 6.53(u).
E:\FR\FM\11JYN1.SGM
11JYN1
40764
Federal Register / Vol. 76, No. 132 / Monday, July 11, 2011 / Notices
International Securities Exchange, LLC
(‘‘ISE’’), which does not collect Payment
for Order Flow fees on transactions,
including QCC transactions, in a large
number of select symbols.4
Second, the Exchange intends to
waive the transaction fee for public
customer (‘‘C’’ origin code) orders in
options on Standard & Poor’s Depositary
Receipts (‘‘SPY options’’) that are
executed as part of a QCC transaction,
therefore the Exchange is proposing to
amend the description of the fee waiver
in Footnote 8 of the Fees Schedule to
indicate that this waiver will apply to
QCC transactions. The proposed fee
waiver for QCC transactions is
consistent with the existing waiver
which currently applies to public
customer trades in SPY options
executed in open outcry or through the
Automated Improvement Mechanism.
The Exchange notes that this fee waiver
is due to expire on June 30, 2011
(though the Exchange intends to file to
extend this waiver through a separate
rule change filing).
Third, with respect to broker-dealer
QCC transactions, the transaction fee
will be $0.20 per contract. This fee level
is within the range of fees currently
assessed by the Exchange for equity
options, QQQQ and SPY options, and
index options. For example, the
Exchange assesses a transaction fee of
$0.20 per contract for many transactions
in those products executed by voluntary
professionals, professionals, CBOE
market-makers, DPMs, E–DPMs and
Clearing Trader Permit Holders making
proprietary trades. The $0.20 per
contract transaction fee for broker-dealer
QCC transaction is also near, though
actually slightly below, the range of fees
charged for execution of other brokerdealer orders ($0.25-$0.45).5 Further,
this fee level is within the range of fees
assessed by other exchanges for QCC
transactions by broker-dealers,
including ISE and NASDAQ OMX
PHLX LLC (‘‘Phlx’’), both of which also
assess a $0.20 per contract fee for such
transactions.6
The proposed rule change will take
effect on July 1, 2011.
erowe on DSK5CLS3C1PROD with NOTICES
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act 7
in general, and furthers the objectives of
4 See
the ISE Fees Schedule, pages 16–17.
5 See the Exchange Fees Schedule, Section 1.
6 See Securities Act Release Nos. 64112 (March
23, 2011), 76 FR 17462 (March 29, 2011) (SR–ISE–
2011–14) and 64520 (May 19, 2011), 76 FR 30223
(May 24, 2011) (SR–Phlx–2011–66) and the ISE
Schedule of Fees (page 16) and the Phlx Fee
Schedule (page 8).
7 15 U.S.C. 78f(b).
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15:30 Jul 08, 2011
Jkt 223001
Section 6(b)(4) 8 of the Act in particular,
in that it is designed to provide for the
equitable allocation of reasonable dues,
fees and other charges among Trading
Permit Holders (‘‘TPHs’’) and other
persons using Exchange facilities, and
the objectives of Section 6(b)(5) 9 of the
Act in particular in that it is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers. The
Exchange believes that applying its
applicable standard transaction fees to
QCC transactions (apart from the three
exceptions discussed above) is equitable
and not unfairly discriminatory because
these same fees are already being paid
by market participants for other
transactions on the CBOE.
The Exchange believes that excepting
QCC transactions from the marketing fee
for reasons of consistency and
competitiveness is equitable and
reasonable because this exception will
apply uniformly for all QCC
transactions. The Exchange believes
waiving the transaction fee for public
customer orders in SPY options that are
executed as part of a QCC transaction is
equitable and reasonable because the fee
waiver would apply uniformly to all
public customers trading SPY options
executed as part of a QCC transaction.
The Exchange also believes the
proposed waiver of the transaction fee
for public customer orders in SPY
options that are executed as part of a
QCC transaction is reasonable because it
would continue to provide cost savings
during the extended waiver period for
public customers trading SPY options.
The Commission has a history of
permitting differential treatment of
customers and non-customer investors
generally10 and has permitted at least
one other exchange to offer different
pricing for customer and non-customer
QCC orders specifically.11
The Exchange believes that, with
respect to broker-dealer QCC
transactions, the transaction fee of $0.20
is equitable because it is within the
range of fees currently assessed by the
Exchange for other transactions, as well
as the range of fees assessed by other
exchanges for QCC transactions by
broker-dealers, including ISE and
Phlx.12
U.S.C. 78f(b)(4).
U.S.C. 78f(b)(5).
10 See the Exchange Fees Schedule, which
provides for differential treatment of customer and
non-customer orders in at least 14 places, and has
been permitted by the Commission.
11 See Securities Act Release No. 64520 (May 19,
2011), 76 FR 30223 (May 24, 2011) (SR–Phlx–2011–
66), in which the Commission permits Phlx to offer
different pricing for customer and non-customer
QCC orders.
12 See supra note 6.
PO 00000
8 15
9 15
Frm 00088
Fmt 4703
Sfmt 4703
The Exchange operates in a highly
competitive market comprised of nine
U.S. options exchanges in which
sophisticated and knowledgeable
market participants readily can, and do,
send order flow to competing exchanges
if they deem fee levels at a particular
exchange to be excessive. The Exchange
believes that the proposed QCC fees it
assesses must be competitive with fees
assessed on other options exchanges.
The Exchange believes that this
competitive marketplace impacts the
fees present on the Exchange today and
influences the proposals set forth above.
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 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 proposed rule change is
designated by the Exchange as
establishing or changing a due, fee, or
other charge, thereby qualifying for
effectiveness on filing pursuant to
Section 19(b)(3)(A) of the Act 13 and
subparagraph (f)(2) of Rule 19b–4 14
thereunder. At any time within 60 days
of the filing of the proposed rule change,
the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
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
13 15
14 17
E:\FR\FM\11JYN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
11JYN1
Federal Register / Vol. 76, No. 132 / Monday, July 11, 2011 / Notices
Number SR–CBOE–2011–058 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–CBOE–2011–058. 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 website 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 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–CBOE–
2011–058, and should be submitted on
or before August 1, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17306 Filed 7–8–11; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
erowe on DSK5CLS3C1PROD with NOTICES
[Disaster Declaration #12576 and #12577]
Missouri Disaster Number MO–00048
U.S. Small Business
Administration.
ACTION: Amendment 7.
AGENCY:
15 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
15:30 Jul 08, 2011
Jkt 223001
This is an amendment of the
Presidential declaration of a major
disaster for the State of Missouri
(FEMA–1980–DR), dated 05/09/2011.
Incident: Severe Storms, Tornadoes,
and Flooding.
Incident Period: 04/19/2011 through
06/06/2011.
Effective Date: 06/25/2011.
Physical Loan Application Deadline
Date: 07/29/2011.
EIDL Loan Application Deadline Date:
02/09/2012.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing And
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: The notice
of the President’s major disaster
declaration for the State of Missouri,
dated 05/09/2011 is hereby amended to
extend the deadline for filing
applications for physical damages as a
result of this disaster to 07/29/2011.
All other information in the original
declaration remains unchanged.
SUMMARY:
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[FR Doc. 2011–17316 Filed 7–8–11; 8:45 am]
BILLING CODE 8025–01–P
40765
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
Administrator’s disaster declaration,
applications for disaster loans may be
filed at the address listed above or other
locally announced locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Grimes.
Contiguous Counties:
Texas: Brazos, Madison, Montgomery,
Walker, Waller, Washington.
The Interest Rates are:
Percent
For Physical Damage:
Homeowners with Credit Available Elsewhere ......................
Homeowners without Credit
Available Elsewhere ..............
Businesses with Credit Available Elsewhere ......................
Businesses
without
Credit
Available Elsewhere ..............
Non-Profit Organizations with
Credit Available Elsewhere ...
Non-Profit Organizations without Credit Available Elsewhere .....................................
For Economic Injury:
Businesses & Small Agricultural
Cooperatives without Credit
Available Elsewhere ..............
Non-Profit Organizations without Credit Available Elsewhere .....................................
5.375
2.688
6.000
4.000
3.250
3.000
4.000
3.000
[Disaster Declaration #12669 and #12670]
The number assigned to this disaster
for physical damage is 12669 5 and for
economic injury is 12670 0.
The States which received an EIDL
Declaration # are Texas.
Texas Disaster #TX–00378
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
AGENCY:
U.S. Small Business
Administration.
ACTION: Notice.
Dated: July 5, 2011.
Karen G. Mills,
Administrator.
This is a notice of an
Administrative declaration of a disaster
for the State of Texas dated 07/05/2011.
Incident: Dyer Mills Fire.
Incident Period: 06/19/2011 through
06/26/2011.
Effective Date: 07/05/2011.
Physical Loan Application Deadline
Date: 09/06/2011.
Economic Injury (EIDL) Loan
Application Deadline Date: 04/05/2012.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
[FR Doc. 2011–17326 Filed 7–8–11; 8:45 am]
SMALL BUSINESS ADMINISTRATION
SUMMARY:
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BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #12663 and #12664]
Virginia Disaster #VA–00034
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
This is a notice of an
Administrative declaration of a disaster
for the Commonwealth of Virginia dated
06/29/2011.
Incident: Severe Storms and
Tornadoes.
SUMMARY:
E:\FR\FM\11JYN1.SGM
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Agencies
[Federal Register Volume 76, Number 132 (Monday, July 11, 2011)]
[Notices]
[Pages 40763-40765]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-17306]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64806; File No. SR-CBOE-2011-058]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Adopt Changes To Its Fees Schedule Related to
Qualified Contingent Cross Orders
July 5, 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 29, 2011, the Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') 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.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to adopt changes to its Fees Schedule related
to qualified contingent cross (``QCC'') orders. 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'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 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
On June 13, 2011, the Commission approved a proposed rule change to
allow the Exchange to establish the QCC order type.\3\ The Exchange now
proposes to adopt changes to its Fees Schedule related to this new
order type. Specifically, the Exchange proposes to apply its applicable
standard transaction fees to QCC transactions, with three exceptions.
First, QCC trades will not be subject to the marketing fee, therefore
the Exchange is proposing to amend the description of the marketing fee
program contained in Footnote 6 of the Fees Schedule to indicate that
the fee will not apply to transactions executed as a QCC under CBOE
Rule 6.53(u). The Exchange does not believe it is necessary to assess a
marketing fee to QCC transactions. This is consistent with other
exchanges, such as the
[[Page 40764]]
International Securities Exchange, LLC (``ISE''), which does not
collect Payment for Order Flow fees on transactions, including QCC
transactions, in a large number of select symbols.\4\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 64653 (June 13,
2011), 76 FR 35491 (June 17, 2011) (SR-CBOE-2011-041) and CBOE Rule
6.53(u).
\4\ See the ISE Fees Schedule, pages 16-17.
---------------------------------------------------------------------------
Second, the Exchange intends to waive the transaction fee for
public customer (``C'' origin code) orders in options on Standard &
Poor's Depositary Receipts (``SPY options'') that are executed as part
of a QCC transaction, therefore the Exchange is proposing to amend the
description of the fee waiver in Footnote 8 of the Fees Schedule to
indicate that this waiver will apply to QCC transactions. The proposed
fee waiver for QCC transactions is consistent with the existing waiver
which currently applies to public customer trades in SPY options
executed in open outcry or through the Automated Improvement Mechanism.
The Exchange notes that this fee waiver is due to expire on June 30,
2011 (though the Exchange intends to file to extend this waiver through
a separate rule change filing).
Third, with respect to broker-dealer QCC transactions, the
transaction fee will be $0.20 per contract. This fee level is within
the range of fees currently assessed by the Exchange for equity
options, QQQQ and SPY options, and index options. For example, the
Exchange assesses a transaction fee of $0.20 per contract for many
transactions in those products executed by voluntary professionals,
professionals, CBOE market-makers, DPMs, E-DPMs and Clearing Trader
Permit Holders making proprietary trades. The $0.20 per contract
transaction fee for broker-dealer QCC transaction is also near, though
actually slightly below, the range of fees charged for execution of
other broker-dealer orders ($0.25-$0.45).\5\ Further, this fee level is
within the range of fees assessed by other exchanges for QCC
transactions by broker-dealers, including ISE and NASDAQ OMX PHLX LLC
(``Phlx''), both of which also assess a $0.20 per contract fee for such
transactions.\6\
---------------------------------------------------------------------------
\5\ See the Exchange Fees Schedule, Section 1.
\6\ See Securities Act Release Nos. 64112 (March 23, 2011), 76
FR 17462 (March 29, 2011) (SR-ISE-2011-14) and 64520 (May 19, 2011),
76 FR 30223 (May 24, 2011) (SR-Phlx-2011-66) and the ISE Schedule of
Fees (page 16) and the Phlx Fee Schedule (page 8).
---------------------------------------------------------------------------
The proposed rule change will take effect on July 1, 2011.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the Act
\7\ in general, and furthers the objectives of Section 6(b)(4) \8\ of
the Act in particular, in that it is designed to provide for the
equitable allocation of reasonable dues, fees and other charges among
Trading Permit Holders (``TPHs'') and other persons using Exchange
facilities, and the objectives of Section 6(b)(5) \9\ of the Act in
particular in that it is not designed to permit unfair discrimination
between customers, issuers, brokers, or dealers. The Exchange believes
that applying its applicable standard transaction fees to QCC
transactions (apart from the three exceptions discussed above) is
equitable and not unfairly discriminatory because these same fees are
already being paid by market participants for other transactions on the
CBOE.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(4).
\9\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange believes that excepting QCC transactions from the
marketing fee for reasons of consistency and competitiveness is
equitable and reasonable because this exception will apply uniformly
for all QCC transactions. The Exchange believes waiving the transaction
fee for public customer orders in SPY options that are executed as part
of a QCC transaction is equitable and reasonable because the fee waiver
would apply uniformly to all public customers trading SPY options
executed as part of a QCC transaction. The Exchange also believes the
proposed waiver of the transaction fee for public customer orders in
SPY options that are executed as part of a QCC transaction is
reasonable because it would continue to provide cost savings during the
extended waiver period for public customers trading SPY options. The
Commission has a history of permitting differential treatment of
customers and non-customer investors generally\10\ and has permitted at
least one other exchange to offer different pricing for customer and
non-customer QCC orders specifically.\11\
---------------------------------------------------------------------------
\10\ See the Exchange Fees Schedule, which provides for
differential treatment of customer and non-customer orders in at
least 14 places, and has been permitted by the Commission.
\11\ See Securities Act Release No. 64520 (May 19, 2011), 76 FR
30223 (May 24, 2011) (SR-Phlx-2011-66), in which the Commission
permits Phlx to offer different pricing for customer and non-
customer QCC orders.
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The Exchange believes that, with respect to broker-dealer QCC
transactions, the transaction fee of $0.20 is equitable because it is
within the range of fees currently assessed by the Exchange for other
transactions, as well as the range of fees assessed by other exchanges
for QCC transactions by broker-dealers, including ISE and Phlx.\12\
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\12\ See supra note 6.
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The Exchange operates in a highly competitive market comprised of
nine U.S. options exchanges in which sophisticated and knowledgeable
market participants readily can, and do, send order flow to competing
exchanges if they deem fee levels at a particular exchange to be
excessive. The Exchange believes that the proposed QCC fees it assesses
must be competitive with fees assessed on other options exchanges. The
Exchange believes that this competitive marketplace impacts the fees
present on the Exchange today and influences the proposals set forth
above.
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 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 proposed rule change is designated by the Exchange as
establishing or changing a due, fee, or other charge, thereby
qualifying for effectiveness on filing pursuant to Section 19(b)(3)(A)
of the Act \13\ and subparagraph (f)(2) of Rule 19b-4 \14\ thereunder.
At any time within 60 days of the filing of the proposed rule change,
the Commission summarily may temporarily suspend such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(2).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File
[[Page 40765]]
Number SR-CBOE-2011-058 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-CBOE-2011-058. 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 website
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 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-
CBOE-2011-058, and should be submitted on or before August 1, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-17306 Filed 7-8-11; 8:45 am]
BILLING CODE 8011-01-P