Self-Regulatory Organizations; International Securities Exchange, LLC; Order Approving a Proposed Rule Change Relating to Complex Orders, 40758-40760 [2011-17331]
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40758
Federal Register / Vol. 76, No. 132 / Monday, July 11, 2011 / Notices
100 F Street, NE., Washington, DC
20549–1090.
SECURITIES AND EXCHANGE
COMMISSION
All submissions should refer to File
Number SR–MSRB–2011–07. 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
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 MSRB’s offices. 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–MSRB–2011–07 and should
be submitted on or before August 1,
2011.
[Release No. 34–64809; File No. SR–NYSE–
2011–20]
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17245 Filed 7–8–11; 8:45 am]
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BILLING CODE 8011–01–P
10 17
CFR 200.30–3(a)(12).
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Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Designation of a Longer Period for
Commission Action on Proposed Rule
Change To Add New Section 907.00 to
the Listed Company Manual That Sets
Forth Certain Complimentary Products
and Services That Are Offered to
Currently and Newly Listed Issuers
July 5, 2011.
On May 5, 2011, the New York Stock
Exchange LLC (‘‘NYSE’’ 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 amend the NYSE’s Listed
Company Manual to set forth certain
complimentary products and services,
and their commercial value, that are
offered by the Exchange to currently and
newly listed issuers. The proposed rule
change was published for comment in
the Federal Register on May 23, 2011.3
The Commission received sixteen
comment letters on the proposal.4
The Commission also received a
comment letter from NYSE in response
to the commenters.5
Section 19(b)(2) of the Act 6 provides
that within 45 days of the publication of
notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 64506
(May 17, 2011), 76 FR 29806 (May 23, 2011).
4 See Letters to the Commission, from Ronald
Russo, GLX, Inc., dated May 18, 2011; Bryan
Degnan, Taylor Rafferty Associates, dated May 19,
2011; Jennifer Kaminsky, dated May 19, 2011;
Anonymous, dated May 19, 2011; Todd Allen,
dated May 19, 2011; Brian Rivel, President, Rivel
Research Group, dated May 20, 2011; Jerry Falkner,
May 22, 2011; Enzo Villani, President, MZ North
America, dated June 6, 2011; John Fairir, dated June
7, 2011; Michael Pepe, CEO, PrecisionIR Group,
dated June 7, 2011; Michael O’Connell, Director IR
Solutions, SNL Financial, dated June 10, 2011;
Dominic Jones, President, IR Web Reporting
International, Inc., dated June 15, 2011; Darrell
Heaps, CEO, Q4 Web System, dated June 16, 2011;
Dominic Jones, President, IR Web Reporting
International, Inc., dated June 29, 2011; and e-mails
to Robert Cook, Director, Division of Trading and
Markets and David Shillman, Associate Director,
Division of Trading and Markets, from Patrick
Healy, CEO, Issuer Advisory Group, LLC, dated
June 26, 2011 and June 28, 2011.
5 See Letter to Elizabeth M. Murphy, Secretary,
Commission, from Janet L. McGinness, Senior Vice
President—Legal and Corporate Secretary, NYSE,
dated June 27, 2011.
6 15 U.S.C. 78s(b)(2).
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to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day for this filing
is July 7, 2011.
The Commission is extending the 45day time period for Commission action
on the proposed rule change. The
Commission finds that it is appropriate
to designate a longer period within
which to take action on the proposed
rule change so that it has sufficient time
to consider the Exchange’s proposal, as
described above, and to consider the
comment letters that have been
submitted in connection with the
proposed rule change.
Accordingly, pursuant to Section
19(b)(2) of the Act,7 the Commission
designates August 21, 2011 as the date
by which the Commission should either
approve or disapprove, or institute
proceedings to determine whether to
disapprove, the proposed rule change
(File Number SR–NYSE–2011–20).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17305 Filed 7–8–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64805; File No. SR–ISE–
2011–30]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Order Approving a Proposed
Rule Change Relating to Complex
Orders
July 5, 2011.
I. Introduction
On May 23, 2011, the International
Securities Exchange, LLC (the
‘‘Exchange’’ or ‘‘ISE’’), 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
allow complex orders in options classes
traded on the ISE’s Optimise trading
platform to be entered into the Price
7 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(31).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
8 17
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Federal Register / Vol. 76, No. 132 / Monday, July 11, 2011 / Notices
Improvement Mechanism (‘‘PIM’’). The
proposed rule change was published for
comment in the Federal Register on
May 31, 2011.3 The Commission
received no comment letters regarding
the proposal. This order approves the
proposed rule change.
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II. Description
The ISE proposes to amend ISE Rule
723, ‘‘Price Improvement Mechanism
for Crossing Transactions’’ to allow
complex orders in options classes
traded on the ISE’s Optimise trading
platform to be entered into the PIM.4
Under ISE Rule 723, an ISE member
may enter an agency order (the ‘‘Agency
Order’’) in the PIM, together with a
counter-side order (the ‘‘Counter-Side
Order’’) for the full size of the Agency
Order, at a price that is better than the
ISE best bid or offer (‘‘ISE BBO’’) and
equal to or better than the national best
bid or offer (‘‘NBBO’’).5 The Agency
Order and the Counter-Side Order
(together, the ‘‘Crossing Transaction’’)
are exposed to all ISE members for a
one-second exposure period.6 During
the exposure period, all ISE members
may submit Improvement Orders for
their own account or for the account of
a Public Customer at the same price as
the Crossing Transaction or at an
improved price.7 At the end of the
exposure period, the Agency Order is
executed in full at the best prices
available, taking into consideration
orders and quotes in the Exchange
market, Improvement Orders, Customer
Participation Orders, and the CounterSide Order.8
Under the proposal, a complex order
submitted to the PIM must be entered at
a net price that is better than the best
net price (i) Available on the complex
order book; and (ii) achievable from the
ISE best bids and offers for the
individual legs of the order (an
‘‘improved net price’’), and complex
orders that are not entered at an
3 See Securities Exchange Act Release No. 64538
(May 24, 2011); 76 FR 31385 (‘‘Notice’’).
4 The Optimise platform is the ISE’s enhanced
technology trading platform. See Securities
Exchange Act Release No. 63117 (October 15, 2010),
75 FR 65042 (October 21, 2010) (notice of filing and
immediate effectiveness of File No. SR–ISE–2010–
101); and Securities Exchange Act Release No.
64275 (April 8, 2011), 76 FR 21087 (April 14, 2011)
(notice of filing and immediate effectiveness of File
No. SR–ISE–2011–24). The Exchange is in the
process of migrating options classes from its current
trading platform to the Optimise platform. The
same options cannot trade on both platforms
simultaneously.
5 See ISE Rule 723(b) and (b)(1).
6 See ISE Rule 723(c).
7 See ISE Rule 723(c)(2). Members also may enter
Improvement Orders with respect to Customer
Participation Orders, as defined in ISE Rule 715(f).
See ISE Rule 723, Supplementary Material .06.
8 See ISE Rule 723(d).
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improved net price will be rejected.9 If
an improved net price for a complex
order being executed in the PIM can be
achieved from bids and offers for the
individual legs of the complex order in
the ISE’s auction market, the complex
order being executed will receive an
execution at the better net price.10
The priority provisions in ISE Rule
722(b)(2) will continue to apply to
complex orders executed in the PIM.11
References to the NBBO in ISE Rule
723 and the Supplementary Material are
inapplicable.12 In addition, ISE Rule
723, Supplementary Material .08, is not
applicable to complex orders.13 The
provisions of ISE Rule 723(c)(5) will
apply with respect to the receipt of
orders for the same complex order,
rather than to the receipt of orders for
the individual legs of the complex
order.14
Under ISE Rule 723, Supplementary
Material .03 and Supplementary
Material .05, the Exchange provides the
Commission with monthly statistics
related to PIM order executions. The ISE
represents that these statistics will
include complex orders executed
through the PIM.15
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.16 In particular, the
9 See
ISE Rule 723, Supplementary Material .10.
10 Id.
11 Id. ISE Rule 722(b)(2) states that a complex
order may be executed at a total credit or debit price
with one other member without giving priority to
bids or offers established in the marketplace that are
no better than the bids or offers comprising such
total credit or debit; provided, however, that if any
of the bids or offers established in the marketplace
consist of a Priority Customer Order, the price of
at least one leg of the complex order must trade at
a price that is better than the corresponding bid or
offer in the marketplace by at least one minimum
trading increment as defined in ISE Rule 710.
12 See ISE Rule 723, Supplementary Material .10.
13 Id. ISE Rule 723, Supplementary Material .08
provides that, when the ISE BBO is equal to the
NBBO, a Crossing Transaction may be entered at a
price equal to the ISE BBO if the Agency Order is
on the opposite side of the market from the ISE
BBO.
14 See ISE Rule 723, Supplementary Material .10.
Under ISE Rule 723(c)(5)(ii) and (iii), the exposure
period will terminate automatically upon the
receipt of a market or marketable limit order on the
Exchange in the same series, or upon the receipt of
a non-marketable limit order in the same series on
the same side of the market as the Agency Order
that would cause the price of the Crossing
Transaction to be outside of the best bid or offer on
the Exchange.
15 See Notice, supra note 3, at note 7.
16 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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40759
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,17 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
By allowing ISE members to enter
complex orders in the PIM, the
Commission believes that the proposal
could provide an opportunity for
complex orders to receive price
improvement. Under the proposal, a
complex order must be entered in the
PIM at a net price that is better than the
best net price (i) Available on the
complex order book; and (ii) achievable
from the ISE best bids and offers for the
individual legs of the order (an
‘‘improved net price’’), and complex
orders that are not entered at an
improved net price will be rejected.18
As noted above, an ISE member enters
an Agency Order in the PIM with a
Counter-Side Order for the full size of
the Agency Order.19 At the conclusion
of the PIM exposure period, the Agency
Order is executed in full at the best
prices available, taking into
consideration orders and quotes in the
ISE market, Improvement Orders,
Customer Participation Orders, and the
Counter-Side Order.20 Thus, a complex
order entered in the PIM would receive
an execution at the best price available
at the conclusion of the PIM and, at a
minimum, would be executed in full at
the improved net price. In addition, if
an improved net price for a complex
order entered in the PIM could be
achieved from bids and offers for the
individual legs of the complex order in
the ISE’s auction market, the complex
order would be executed at the better
net price.21
ISE Rule 723, Supplementary Material
.08, which allows a Crossing
Transaction to be entered at the ISE
BBO when the ISE BBO is equal to the
NBBO and the Agency Order is on the
opposite side of the market from the ISE
BBO, will not apply to complex orders
entered into the PIM because complex
orders entered into the PIM must be
entered at a price that is better than the
best net price (i) Available on the
complex order book; and (ii) achievable
17 15
U.S.C. 78f(b)(5).
ISE Rule 723, Supplementary Material .10.
19 See ISE Rule 723(b).
20 See ISE Rule 723(d).
21 See ISE Rule 723, Supplementary Material .10.
18 See
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40760
Federal Register / Vol. 76, No. 132 / Monday, July 11, 2011 / Notices
from the best ISE bids and offers for the
individual legs.22 In addition, for
complex orders entered into the PIM,
the provisions in ISE Rule 723(c)(5)(ii)
and (iii), which provide for the
automatic termination of the PIM
exposure period following the receipt of
certain orders in the same series as the
order being exposed for price
improvement, will apply only upon the
receipt of a complex order that satisfies
the conditions in ISE Rule 723(c)(5)(ii)
or (iii), rather than upon the receipt of
an order for one of the individual legs
of the complex order.23
The Commission notes that the
priority rules in ISE Rule 722(b)(2)
relating to complex orders will continue
to apply to complex orders entered into
the PIM.24 In addition, the monthly
statistics relating to PIM order
executions that ISE provides to the
Commission pursuant to ISE Rule 723,
Supplementary Material .03 and
Supplementary Material .05 will
include complex orders executed
through the PIM.25
IV. Conclusion
It Is Therefore Ordered, pursuant to
Section 19(b)(2) of the Act,26 that the
proposed rule change (SR–ISE–2011–30)
is approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.27
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17331 Filed 7–8–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64803; File No. SR–Phlx–
2011–88]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX LLC To Modify Its Fee
Schedule Regarding Co-Location Fees
to Establish Fees for Access to Market
Data Feeds From the Toronto Stock
Exchange and the TSX Venture
Exchange
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July 5, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
22 See
ISE Rule 723, Supplementary Material .10.
23 Id.
24 Id.
(‘‘Act’’) 1, and Rule 19b–4 thereunder,2
notice is hereby given that on June 23,
2011, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘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 Substance of
the Proposed Rule Change
The Exchange proposes to modify its
Fee Schedule regarding co-location fees
to establish fees for access to market
data feeds from the Toronto Stock
Exchange (‘‘TSX’’) and the TSX Venture
Exchange (‘‘TSXV’’).
The Exchange will implement the
proposed change on July 1, 2011. The
text of the proposed rule change is
available on the Exchange’s Web site at
https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, 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
Exchange 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
Exchange 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 the proposed rule
change is to modify the Exchange’s Fee
Schedule regarding co-location fees to
establish fees for access to market data
feeds from TSX and TSXV. The
Exchange proposes: (1) A one-time fee
of $1,000 for the installation of
telecommunications connectivity for
selected TSX and TSXV real-time
market data feeds, along with (2) a permonth connectivity fee of $300 if a
client wishes to receive the TSX and
Notice, supra note 3, at note 7.
U.S.C. 78s(b)(2).
27 17 CFR 200.30–3(a)(12).
TSXV Level 1 Feed; a per-month
connectivity fee of $1,000 if a client
wishes to receive the TSX and TSVX
Level 2 Feed; a per-month connectivity
fee of $100 if a client wishes to receive
the TSX Quantum Level 1 Feed; and a
per-month connectivity fee of $300 if a
client wishes to receive the TSX
Quantum Level 2 Feed.
The Exchange is making the TSX
market data feeds available as a
convenience to customers and notes that
receipt of these feeds is completely
voluntary. The Exchange also notes that
such feeds may be freely obtained from
other vendors for use by customers in
the datacenter. These fees are similar to
fees already charged by Phlx for receipt
of market data from other exchanges in
the data center. See also the market data
connectivity fees for SIAC, the Chicago
Mercantile Exchange, and the BATS
Exchange on the Exchange’s Fee
Schedule.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,3
in general, and with Section 6(b)(4) of
the Act,4 in particular, in that it
provides for the equitable allocation of
reasonable dues, fees and other charges
among members and issuers and other
persons using any facility or system
which the Exchange operates or
controls.
The Exchange operates in a highly
competitive market in which exchanges
offer co-location services as a means to
facilitate the trading activities of those
members who believe that co-location
enhances the efficiency of their trading.
Accordingly, fees charged for colocation services are constrained by the
active competition for the order flow of
such members. If a particular exchange
charges excessive fees for co-location
services, affected members will opt to
terminate their co-location arrangements
with that exchange, and adopt a
possible range of alternative strategies,
including co-locating with a different
exchange, placing their servers in a
physically proximate location outside
the exchange’s data center, or pursuing
trading strategies not dependent upon
co-location. Accordingly, the exchange
charging excessive fees would stand to
lose not only co-location revenues but
also revenues associated with the
execution of orders routed to it by
affected members. The Exchange
believes that this competitive dynamic
imposes powerful restraints on the
ability of any exchange to charge
25 See
26 15
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1 15
2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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3 15
4 15
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U.S.C. 78f.
U.S.C. 78f(b)(4).
11JYN1
Agencies
[Federal Register Volume 76, Number 132 (Monday, July 11, 2011)]
[Notices]
[Pages 40758-40760]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-17331]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64805; File No. SR-ISE-2011-30]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Order Approving a Proposed Rule Change Relating to Complex Orders
July 5, 2011.
I. Introduction
On May 23, 2011, the International Securities Exchange, LLC (the
``Exchange'' or ``ISE''), 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 allow complex orders in
options classes traded on the ISE's Optimise trading platform to be
entered into the Price
[[Page 40759]]
Improvement Mechanism (``PIM''). The proposed rule change was published
for comment in the Federal Register on May 31, 2011.\3\ The Commission
received no comment letters regarding the proposal. This order approves
the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 64538 (May 24,
2011); 76 FR 31385 (``Notice'').
---------------------------------------------------------------------------
II. Description
The ISE proposes to amend ISE Rule 723, ``Price Improvement
Mechanism for Crossing Transactions'' to allow complex orders in
options classes traded on the ISE's Optimise trading platform to be
entered into the PIM.\4\ Under ISE Rule 723, an ISE member may enter an
agency order (the ``Agency Order'') in the PIM, together with a
counter-side order (the ``Counter-Side Order'') for the full size of
the Agency Order, at a price that is better than the ISE best bid or
offer (``ISE BBO'') and equal to or better than the national best bid
or offer (``NBBO'').\5\ The Agency Order and the Counter-Side Order
(together, the ``Crossing Transaction'') are exposed to all ISE members
for a one-second exposure period.\6\ During the exposure period, all
ISE members may submit Improvement Orders for their own account or for
the account of a Public Customer at the same price as the Crossing
Transaction or at an improved price.\7\ At the end of the exposure
period, the Agency Order is executed in full at the best prices
available, taking into consideration orders and quotes in the Exchange
market, Improvement Orders, Customer Participation Orders, and the
Counter-Side Order.\8\
---------------------------------------------------------------------------
\4\ The Optimise platform is the ISE's enhanced technology
trading platform. See Securities Exchange Act Release No. 63117
(October 15, 2010), 75 FR 65042 (October 21, 2010) (notice of filing
and immediate effectiveness of File No. SR-ISE-2010-101); and
Securities Exchange Act Release No. 64275 (April 8, 2011), 76 FR
21087 (April 14, 2011) (notice of filing and immediate effectiveness
of File No. SR-ISE-2011-24). The Exchange is in the process of
migrating options classes from its current trading platform to the
Optimise platform. The same options cannot trade on both platforms
simultaneously.
\5\ See ISE Rule 723(b) and (b)(1).
\6\ See ISE Rule 723(c).
\7\ See ISE Rule 723(c)(2). Members also may enter Improvement
Orders with respect to Customer Participation Orders, as defined in
ISE Rule 715(f). See ISE Rule 723, Supplementary Material .06.
\8\ See ISE Rule 723(d).
---------------------------------------------------------------------------
Under the proposal, a complex order submitted to the PIM must be
entered at a net price that is better than the best net price (i)
Available on the complex order book; and (ii) achievable from the ISE
best bids and offers for the individual legs of the order (an
``improved net price''), and complex orders that are not entered at an
improved net price will be rejected.\9\ If an improved net price for a
complex order being executed in the PIM can be achieved from bids and
offers for the individual legs of the complex order in the ISE's
auction market, the complex order being executed will receive an
execution at the better net price.\10\
---------------------------------------------------------------------------
\9\ See ISE Rule 723, Supplementary Material .10.
\10\ Id.
---------------------------------------------------------------------------
The priority provisions in ISE Rule 722(b)(2) will continue to
apply to complex orders executed in the PIM.\11\
---------------------------------------------------------------------------
\11\ Id. ISE Rule 722(b)(2) states that a complex order may be
executed at a total credit or debit price with one other member
without giving priority to bids or offers established in the
marketplace that are no better than the bids or offers comprising
such total credit or debit; provided, however, that if any of the
bids or offers established in the marketplace consist of a Priority
Customer Order, the price of at least one leg of the complex order
must trade at a price that is better than the corresponding bid or
offer in the marketplace by at least one minimum trading increment
as defined in ISE Rule 710.
---------------------------------------------------------------------------
References to the NBBO in ISE Rule 723 and the Supplementary
Material are inapplicable.\12\ In addition, ISE Rule 723, Supplementary
Material .08, is not applicable to complex orders.\13\ The provisions
of ISE Rule 723(c)(5) will apply with respect to the receipt of orders
for the same complex order, rather than to the receipt of orders for
the individual legs of the complex order.\14\
---------------------------------------------------------------------------
\12\ See ISE Rule 723, Supplementary Material .10.
\13\ Id. ISE Rule 723, Supplementary Material .08 provides that,
when the ISE BBO is equal to the NBBO, a Crossing Transaction may be
entered at a price equal to the ISE BBO if the Agency Order is on
the opposite side of the market from the ISE BBO.
\14\ See ISE Rule 723, Supplementary Material .10. Under ISE
Rule 723(c)(5)(ii) and (iii), the exposure period will terminate
automatically upon the receipt of a market or marketable limit order
on the Exchange in the same series, or upon the receipt of a non-
marketable limit order in the same series on the same side of the
market as the Agency Order that would cause the price of the
Crossing Transaction to be outside of the best bid or offer on the
Exchange.
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Under ISE Rule 723, Supplementary Material .03 and Supplementary
Material .05, the Exchange provides the Commission with monthly
statistics related to PIM order executions. The ISE represents that
these statistics will include complex orders executed through the
PIM.\15\
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\15\ See Notice, supra note 3, at note 7.
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III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities
exchange.\16\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\17\ which
requires, among other things, that the rules of a national securities
exchange be designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and, in general, to protect investors and the
public interest.
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\16\ In approving this proposal, the Commission has considered
the proposed rule's impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\17\ 15 U.S.C. 78f(b)(5).
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By allowing ISE members to enter complex orders in the PIM, the
Commission believes that the proposal could provide an opportunity for
complex orders to receive price improvement. Under the proposal, a
complex order must be entered in the PIM at a net price that is better
than the best net price (i) Available on the complex order book; and
(ii) achievable from the ISE best bids and offers for the individual
legs of the order (an ``improved net price''), and complex orders that
are not entered at an improved net price will be rejected.\18\ As noted
above, an ISE member enters an Agency Order in the PIM with a Counter-
Side Order for the full size of the Agency Order.\19\ At the conclusion
of the PIM exposure period, the Agency Order is executed in full at the
best prices available, taking into consideration orders and quotes in
the ISE market, Improvement Orders, Customer Participation Orders, and
the Counter-Side Order.\20\ Thus, a complex order entered in the PIM
would receive an execution at the best price available at the
conclusion of the PIM and, at a minimum, would be executed in full at
the improved net price. In addition, if an improved net price for a
complex order entered in the PIM could be achieved from bids and offers
for the individual legs of the complex order in the ISE's auction
market, the complex order would be executed at the better net
price.\21\
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\18\ See ISE Rule 723, Supplementary Material .10.
\19\ See ISE Rule 723(b).
\20\ See ISE Rule 723(d).
\21\ See ISE Rule 723, Supplementary Material .10.
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ISE Rule 723, Supplementary Material .08, which allows a Crossing
Transaction to be entered at the ISE BBO when the ISE BBO is equal to
the NBBO and the Agency Order is on the opposite side of the market
from the ISE BBO, will not apply to complex orders entered into the PIM
because complex orders entered into the PIM must be entered at a price
that is better than the best net price (i) Available on the complex
order book; and (ii) achievable
[[Page 40760]]
from the best ISE bids and offers for the individual legs.\22\ In
addition, for complex orders entered into the PIM, the provisions in
ISE Rule 723(c)(5)(ii) and (iii), which provide for the automatic
termination of the PIM exposure period following the receipt of certain
orders in the same series as the order being exposed for price
improvement, will apply only upon the receipt of a complex order that
satisfies the conditions in ISE Rule 723(c)(5)(ii) or (iii), rather
than upon the receipt of an order for one of the individual legs of the
complex order.\23\
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\22\ See ISE Rule 723, Supplementary Material .10.
\23\ Id.
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The Commission notes that the priority rules in ISE Rule 722(b)(2)
relating to complex orders will continue to apply to complex orders
entered into the PIM.\24\ In addition, the monthly statistics relating
to PIM order executions that ISE provides to the Commission pursuant to
ISE Rule 723, Supplementary Material .03 and Supplementary Material .05
will include complex orders executed through the PIM.\25\
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\24\ Id.
\25\ See Notice, supra note 3, at note 7.
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IV. Conclusion
It Is Therefore Ordered, pursuant to Section 19(b)(2) of the
Act,\26\ that the proposed rule change (SR-ISE-2011-30) is approved.
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\26\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\27\
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\27\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-17331 Filed 7-8-11; 8:45 am]
BILLING CODE 8011-01-P