Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Regarding Cancellation or Rescheduling Fees for Qualification Examinations and Continuing Education Sessions, 45883-45885 [2011-19324]
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Federal Register / Vol. 76, No. 147 / Monday, August 1, 2011 / Notices
rights from documents filed in this
proceeding.
Intervention. Persons, other than the
Petitioner and respondent, wishing to be
heard in this matter are directed to file
a notice of intervention. See 39 CFR
3001.111(b). Notices of intervention in
this case are to be filed on or before
August 22, 2011. A notice of
intervention shall be filed using the
Internet (Filing Online) at the
Commission’s Web site unless a waiver
is obtained for hardcopy filing. See 39
CFR 3001.9(a) and 3001.10(a).
Further procedures. By statute, the
Commission is required to issue its
decision within 120 days from the date
it receives the appeal. See 39 U.S.C.
404(d)(5). A procedural schedule has
been developed to accommodate this
statutory deadline. In the interest of
expedition, in light of the 120-day
decision schedule, the Commission may
request the Postal Service or other
participants to submit information or
memoranda of law on any appropriate
issue. As required by the Commission
rules, if any motions are filed, responses
are due 7 days after any such motion is
filed. See 39 CFR 3001.21.
It is ordered:
1. The Postal Service shall file the
applicable administrative record
45883
regarding this appeal no later than
August 8, 2011.
2. Any responsive pleading by the
Postal Service to this Notice is due no
later than August 8, 2011.
3. The procedural schedule listed
below is hereby adopted.
4. Pursuant to 39 U.S.C. 505,
Cassandra L. Hicks is designated officer
of the Commission (Public
Representative) to represent the
interests of the general public.
5. The Secretary shall arrange for
publication of this Notice and Order in
the Federal Register.
PROCEDURAL SCHEDULE
July 22, 2011 ......................
August 8, 2011 ...................
August 8, 2011 ...................
August 22, 2011 .................
August 26, 2011 .................
September 15, 2011 ...........
September 30, 2011 ...........
October 7, 2011 .................
November 21, 2011 ............
Filing of Appeal.
Deadline for the Postal Service to file the applicable administrative record in this appeal.
Deadline for the Postal Service to file any responsive pleading.
Deadline for notices to intervene (see 39 CFR 3001.111(b)).
Deadline for Petitioners’ Form 61 or initial brief in support of petition (see 39 CFR 3001.115(a) and (b)).
Deadline for answering brief in support of the Postal Service (see 39 CFR 3001.115(c)).
Deadline for reply briefs in response to answering briefs (see 39 CFR 3001.115(d)).
Deadline for motions by any party requesting oral argument; the Commission will schedule oral argument only
when it is a necessary addition to the written filings (see 39 CFR 3001.116).
Expiration of the Commission’s 120-day decisional schedule (see 39 U.S.C. 404(d)(5)).
By the Commission.
Shoshana M. Grove,
Secretary.
comments on the proposed rule change
from interested persons.
[FR Doc. 2011–19380 Filed 7–29–11; 8:45 am]
BILLING CODE 7710–FW–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64961; File No. SR–FINRA–
2011–026]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Regarding Cancellation
or Rescheduling Fees for Qualification
Examinations and Continuing
Education Sessions
srobinson on DSK4SPTVN1PROD with NOTICES
July 26, 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 July 15,
2011, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) 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 FINRA. The Commission is
publishing this notice to solicit
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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20:19 Jul 29, 2011
Jkt 223001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
FINRA is proposing to amend Section
4(c) of Schedule A to the FINRA ByLaws to address cancellation/
rescheduling fees for qualification
examinations and continuing education
sessions. Specifically, the proposed rule
change would (1) Establish a fee for
individuals who cancel or reschedule a
qualification examination or Regulatory
Element Continuing Education
(‘‘Regulatory Element’’) session three to
ten business days prior to the
appointment date, and (2) add a
reference to the fee for individuals who
fail to timely appear for a scheduled
Regulatory Element session or who
cancel or reschedule such a session
within two business days prior to the
appointment date.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA, 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,
FINRA included statements concerning
the purpose of and basis for the
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Frm 00127
Fmt 4703
Sfmt 4703
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. FINRA 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
As discussed in further detail below,
the proposed rule change amends
Section 4(c) of Schedule A to the FINRA
By-Laws to (1) Establish a fee for
individuals who cancel or reschedule a
qualification examination or Regulatory
Element session three to ten business
days prior to the appointment date, and
(2) add a reference to the fee for
individuals who fail to timely appear for
a scheduled Regulatory Element session
or who cancel or reschedule such a
session within two business days prior
to the appointment date.
Three- to Ten-Day Cancellation/
Rescheduling Fee
Pursuant to NASD Rules 1021 and
1031, any person engaged in the
investment banking or securities
business of a FINRA member must
register with FINRA in the category of
registration appropriate to the function
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45884
Federal Register / Vol. 76, No. 147 / Monday, August 1, 2011 / Notices
srobinson on DSK4SPTVN1PROD with NOTICES
the individual will be performing. As
part of the registration process,
securities professionals must pass a
qualification examination to
demonstrate competence in the areas in
which they will work. In addition, such
individuals must complete the
appropriate Regulatory Element
program subsequent to their initial
qualification and registration with
FINRA, as set forth in NASD Rule
1120.3 The qualification examinations
and Regulatory Element programs cover
a broad range of subjects regarding
financial markets and products,
individual responsibilities, securities
industry rules, and regulatory structure.
FINRA develops, maintains, and
delivers all qualification examinations
and Regulatory Element programs for
individuals who are registered or
seeking registration with FINRA. FINRA
also delivers examinations sponsored by
the North American Securities
Administrators Association, the
National Futures Association, the
Federal Deposit Insurance Corporation,
and others. FINRA currently
administers examinations and
Regulatory Element programs via
computer at testing centers operated by
vendors under contract with FINRA.
To request and schedule an
appointment for a qualification
examination, a FINRA member must file
a Form U4 (Uniform Application for
Securities Industry Registration or
Transfer) through the Central
Registration Depository (‘‘Web CRD®’’).4
After the request is processed, a
scheduling window will be posted on
Web CRD. For Regulatory Element
programs, registered persons in covered
registration categories will
automatically become enrolled for the
requisite program on the second
anniversary of their initial securities
registration and every three years
thereafter. Once an individual or an
individual’s firm receives the
enrollment notification for an
examination or Regulatory Element
session, the individual may then contact
a FINRA authorized testing center to
schedule an appointment.
3 The SEC has approved the adoption of NASD
Rule 1120 (Continuing Education Requirements) as
FINRA Rule 1250 (Continuing Education
Requirements) in the consolidated FINRA rulebook
with certain changes. See Securities Exchange Act
Release No. 64687 (June 16, 2011), 76 FR 36586
(June 22, 2011) (Order Approving SR–FINRA–2011–
013). FINRA will issue a Regulatory Notice
announcing the effective date of FINRA Rule 1250
in the near future.
4 Individuals who are not employed or associated
with a FINRA member must file a Form U10
(Uniform Examination Request for Non-FINRA
candidates) with FINRA to schedule an
examination.
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17:45 Jul 29, 2011
Jkt 223001
After an examination or Regulatory
Element session has been scheduled, an
individual may cancel or reschedule the
appointment by contacting the testing
center. Currently, FINRA does not
impose a fee for cancelling or
rescheduling an appointment if it is
done by noon two business days before
the scheduled appointment. FINRA
charges a cancellation fee equal to the
examination or Regulatory Element
session fee if this deadline is not met,
if an individual does not appear for an
appointment, or if an individual arrives
so late for an appointment that the
examination or Regulatory Element
session cannot begin without disrupting
the testing center’s schedule.5
FINRA has determined that
individuals who cancel or reschedule an
appointment more than two business
days before the scheduled appointment
date also place an administrative burden
on test-delivery vendors and degrade
the efficiency of test center resource
utilization. To discourage such
behavior, FINRA is proposing to
implement a fee for individuals who
cancel or reschedule a qualification
examination or Regulatory Element
session within three to ten business
days of a scheduled appointment date.6
The amount of the proposed fee would
be one-half of the fee of the examination
or Regulatory Element session being
cancelled or rescheduled.7 FINRA
believes that this fee will help to control
the overall costs associated with the
delivery of examinations and Regulatory
Element programs and the resultant
examination and Regulatory Element
session fees charged to individuals for
examinations and Regulatory Element
programs.
Continuing Education Failure To
Timely Appear/Late Cancellation or
Rescheduling Fee
As previously mentioned, FINRA
assesses a fee equal to the examination
or Regulatory Element session fee to
individuals who fail to timely appear for
an appointment or who cancel or
5 Further information about the cancellation
policy can be found on FINRA’s Web site at https://
www.finra.org/Industry/Compliance/Registration/
QualificationsExams/RegisteredReps/
Qualifications/P120071.
6 The cancellation/rescheduling fee will be
assessed for the qualification examinations set forth
in Section 4(c) of Schedule A to the FINRA By-Laws
and all Regulatory Element programs. In addition,
depending on the terms of agreement, the fee also
may apply for those qualification examinations that
FINRA delivers for other entities.
7 The fee must be paid at the time of cancellation
or rescheduling. In those circumstances where the
fee is not paid in a timely manner, FINRA, instead,
will assess a fee equal to the examination or
Regulatory Element session fee if the individual
does not appear for the scheduled appointment.
PO 00000
Frm 00128
Fmt 4703
Sfmt 4703
reschedule an examination or
Regulatory Element session within two
business days of the scheduled
appointment date.8 Although Section
4(c) of Schedule A to the FINRA ByLaws currently sets forth this fee for
qualification examinations, it does not
set forth the fee with respect to the
Regulatory Element program.
Consequently, FINRA is proposing to
amend Section 4(c) of Schedule A to the
FINRA By-Laws to add a reference to
this Regulatory Element program fee.
The proposed rule change would also
specifically reference the time period for
which this fee applies (i.e., within two
business days prior to the appointment
date).
FINRA has filed the proposed rule
change for immediate effectiveness.
FINRA is proposing that the
implementation date of the proposed
rule change will be September 1, 2011.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A of the Act,9 in general,
and with Section 15A(b)(5) of the Act,10
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 FINRA operates
or controls. FINRA believes that it is an
equitable allocation to assess a fee on
those individuals who cancel a
qualification examination or Regulatory
Element session within three to ten
business days of a scheduled
appointment date, because such
behavior places an administrative
burden on test-delivery vendors and
degrades the efficiency of test center
resource utilization. FINRA further
believes that the amount of the fee,
which is one-half of the current fee for
individuals who fail to appear for a
scheduled appointment or who cancel/
reschedule an appointment within two
business days of a scheduled
appointment date, is reasonable because
it will help to control the overall costs
associated with the delivery of
examinations and Regulatory Element
programs while also recognizing the
lesser burden that results from those
individuals who provide additional
notice by cancelling/rescheduling an
appointment three to ten business days
8 FINRA considers an individual who fails to
cancel or reschedule an examination or Regulatory
Element session by noon two business days before
the scheduled appointment to have failed timely to
cancel or reschedule the appointment under
Section 4(c)(2) of Schedule A to the FINRA ByLaws. See supra note 7.
9 15 U.S.C. 78o–3(b)(5).
10 Id.
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Federal Register / Vol. 76, No. 147 / Monday, August 1, 2011 / Notices
before the scheduled appointment date.
FINRA further believes that the amount
of the fee is reasonable because it will
dissuade individuals from cancelling or
rescheduling an appointment three to
ten business days before the scheduled
appointment date.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in 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
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)
of the Act 11 and paragraph (f)(2) of Rule
19b–4 thereunder.12 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:
srobinson on DSK4SPTVN1PROD with NOTICES
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–FINRA–2011–026 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.
11 15
12 17
All submissions should refer to File
Number SR–FINRA–2011–026. 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
FINRA. 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 publicly available. All
submissions should refer to File
Number SR–FINRA–2011–026 and
should be submitted on or before
August 22, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–19324 Filed 7–29–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64967; File No. SR–
NYSEArca–2011–48]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change To List and Trade Shares
of the Teucrium Wheat Fund, the
Teucrium Soybean Fund and the
Teucrium Sugar Fund Under NYSE
Arca Equities Rule 8.200, Commentary
.02
July 26, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
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17:45 Jul 29, 2011
13 17
Jkt 223001
PO 00000
CFR 200.30–3(a)(12).
Frm 00129
Fmt 4703
Sfmt 4703
45885
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that, on July 11,
2011, NYSE Arca, Inc. (‘‘NYSE Arca’’ or
the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I and II
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 list and
trade shares of the Teucrium Wheat
Fund, the Teucrium Soybean Fund and
the Teucrium Sugar Fund under NYSE
Arca Equities Rule 8.200. The text of the
proposed rule change is available on the
Exchange’s Web site at https://
www.nyse.com, at the Exchange’s
principal office 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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NYSE Arca Equities Rule 8.200,
Commentary .02 permits the trading of
Trust Issued Receipts (‘‘TIRs’’) either by
listing or pursuant to unlisted trading
privileges (‘‘UTP’’).3 The Exchange
proposes to list and trade shares
(‘‘Shares’’) of the Teucrium Wheat
Fund, the Teucrium Soybean Fund and
the Teucrium Sugar Fund (each a
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Commentary .02 to NYSE Arca Equities Rule
8.200 applies to TIRs that invest in ‘‘Financial
Instruments.’’ The term ‘‘Financial Instruments,’’ as
defined in Commentary .02(b)(4) to NYSE Arca
Equities Rule 8.200, means any combination of
investments, including cash; securities; options on
securities and indices; futures contracts; options on
futures contracts; forward contracts; equity caps,
collars and floors; and swap agreements.
2 17
E:\FR\FM\01AUN1.SGM
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Agencies
[Federal Register Volume 76, Number 147 (Monday, August 1, 2011)]
[Notices]
[Pages 45883-45885]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-19324]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64961; File No. SR-FINRA-2011-026]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing and Immediate Effectiveness of
Proposed Rule Change Regarding Cancellation or Rescheduling Fees for
Qualification Examinations and Continuing Education Sessions
July 26, 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 July 15, 2011, Financial Industry Regulatory Authority, Inc.
(``FINRA'') 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 FINRA. 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 Substance
of the Proposed Rule Change
FINRA is proposing to amend Section 4(c) of Schedule A to the FINRA
By-Laws to address cancellation/rescheduling fees for qualification
examinations and continuing education sessions. Specifically, the
proposed rule change would (1) Establish a fee for individuals who
cancel or reschedule a qualification examination or Regulatory Element
Continuing Education (``Regulatory Element'') session three to ten
business days prior to the appointment date, and (2) add a reference to
the fee for individuals who fail to timely appear for a scheduled
Regulatory Element session or who cancel or reschedule such a session
within two business days prior to the appointment date.
The text of the proposed rule change is available on FINRA's Web
site at https://www.finra.org, at the principal office of FINRA, 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, FINRA 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. FINRA 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
As discussed in further detail below, the proposed rule change
amends Section 4(c) of Schedule A to the FINRA By-Laws to (1) Establish
a fee for individuals who cancel or reschedule a qualification
examination or Regulatory Element session three to ten business days
prior to the appointment date, and (2) add a reference to the fee for
individuals who fail to timely appear for a scheduled Regulatory
Element session or who cancel or reschedule such a session within two
business days prior to the appointment date.
Three- to Ten-Day Cancellation/Rescheduling Fee
Pursuant to NASD Rules 1021 and 1031, any person engaged in the
investment banking or securities business of a FINRA member must
register with FINRA in the category of registration appropriate to the
function
[[Page 45884]]
the individual will be performing. As part of the registration process,
securities professionals must pass a qualification examination to
demonstrate competence in the areas in which they will work. In
addition, such individuals must complete the appropriate Regulatory
Element program subsequent to their initial qualification and
registration with FINRA, as set forth in NASD Rule 1120.\3\ The
qualification examinations and Regulatory Element programs cover a
broad range of subjects regarding financial markets and products,
individual responsibilities, securities industry rules, and regulatory
structure. FINRA develops, maintains, and delivers all qualification
examinations and Regulatory Element programs for individuals who are
registered or seeking registration with FINRA. FINRA also delivers
examinations sponsored by the North American Securities Administrators
Association, the National Futures Association, the Federal Deposit
Insurance Corporation, and others. FINRA currently administers
examinations and Regulatory Element programs via computer at testing
centers operated by vendors under contract with FINRA.
---------------------------------------------------------------------------
\3\ The SEC has approved the adoption of NASD Rule 1120
(Continuing Education Requirements) as FINRA Rule 1250 (Continuing
Education Requirements) in the consolidated FINRA rulebook with
certain changes. See Securities Exchange Act Release No. 64687 (June
16, 2011), 76 FR 36586 (June 22, 2011) (Order Approving SR-FINRA-
2011-013). FINRA will issue a Regulatory Notice announcing the
effective date of FINRA Rule 1250 in the near future.
---------------------------------------------------------------------------
To request and schedule an appointment for a qualification
examination, a FINRA member must file a Form U4 (Uniform Application
for Securities Industry Registration or Transfer) through the Central
Registration Depository (``Web CRD[supreg]'').\4\ After the request is
processed, a scheduling window will be posted on Web CRD. For
Regulatory Element programs, registered persons in covered registration
categories will automatically become enrolled for the requisite program
on the second anniversary of their initial securities registration and
every three years thereafter. Once an individual or an individual's
firm receives the enrollment notification for an examination or
Regulatory Element session, the individual may then contact a FINRA
authorized testing center to schedule an appointment.
---------------------------------------------------------------------------
\4\ Individuals who are not employed or associated with a FINRA
member must file a Form U10 (Uniform Examination Request for Non-
FINRA candidates) with FINRA to schedule an examination.
---------------------------------------------------------------------------
After an examination or Regulatory Element session has been
scheduled, an individual may cancel or reschedule the appointment by
contacting the testing center. Currently, FINRA does not impose a fee
for cancelling or rescheduling an appointment if it is done by noon two
business days before the scheduled appointment. FINRA charges a
cancellation fee equal to the examination or Regulatory Element session
fee if this deadline is not met, if an individual does not appear for
an appointment, or if an individual arrives so late for an appointment
that the examination or Regulatory Element session cannot begin without
disrupting the testing center's schedule.\5\
---------------------------------------------------------------------------
\5\ Further information about the cancellation policy can be
found on FINRA's Web site at https://www.finra.org/Industry/Compliance/Registration/QualificationsExams/RegisteredReps/Qualifications/P120071.
---------------------------------------------------------------------------
FINRA has determined that individuals who cancel or reschedule an
appointment more than two business days before the scheduled
appointment date also place an administrative burden on test-delivery
vendors and degrade the efficiency of test center resource utilization.
To discourage such behavior, FINRA is proposing to implement a fee for
individuals who cancel or reschedule a qualification examination or
Regulatory Element session within three to ten business days of a
scheduled appointment date.\6\ The amount of the proposed fee would be
one-half of the fee of the examination or Regulatory Element session
being cancelled or rescheduled.\7\ FINRA believes that this fee will
help to control the overall costs associated with the delivery of
examinations and Regulatory Element programs and the resultant
examination and Regulatory Element session fees charged to individuals
for examinations and Regulatory Element programs.
---------------------------------------------------------------------------
\6\ The cancellation/rescheduling fee will be assessed for the
qualification examinations set forth in Section 4(c) of Schedule A
to the FINRA By-Laws and all Regulatory Element programs. In
addition, depending on the terms of agreement, the fee also may
apply for those qualification examinations that FINRA delivers for
other entities.
\7\ The fee must be paid at the time of cancellation or
rescheduling. In those circumstances where the fee is not paid in a
timely manner, FINRA, instead, will assess a fee equal to the
examination or Regulatory Element session fee if the individual does
not appear for the scheduled appointment.
---------------------------------------------------------------------------
Continuing Education Failure To Timely Appear/Late Cancellation or
Rescheduling Fee
As previously mentioned, FINRA assesses a fee equal to the
examination or Regulatory Element session fee to individuals who fail
to timely appear for an appointment or who cancel or reschedule an
examination or Regulatory Element session within two business days of
the scheduled appointment date.\8\ Although Section 4(c) of Schedule A
to the FINRA By-Laws currently sets forth this fee for qualification
examinations, it does not set forth the fee with respect to the
Regulatory Element program. Consequently, FINRA is proposing to amend
Section 4(c) of Schedule A to the FINRA By-Laws to add a reference to
this Regulatory Element program fee. The proposed rule change would
also specifically reference the time period for which this fee applies
(i.e., within two business days prior to the appointment date).
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\8\ FINRA considers an individual who fails to cancel or
reschedule an examination or Regulatory Element session by noon two
business days before the scheduled appointment to have failed timely
to cancel or reschedule the appointment under Section 4(c)(2) of
Schedule A to the FINRA By-Laws. See supra note 7.
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FINRA has filed the proposed rule change for immediate
effectiveness. FINRA is proposing that the implementation date of the
proposed rule change will be September 1, 2011.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A of the Act,\9\ in general, and with Section
15A(b)(5) of the Act,\10\ 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 FINRA operates or controls. FINRA believes that it is an
equitable allocation to assess a fee on those individuals who cancel a
qualification examination or Regulatory Element session within three to
ten business days of a scheduled appointment date, because such
behavior places an administrative burden on test-delivery vendors and
degrades the efficiency of test center resource utilization. FINRA
further believes that the amount of the fee, which is one-half of the
current fee for individuals who fail to appear for a scheduled
appointment or who cancel/reschedule an appointment within two business
days of a scheduled appointment date, is reasonable because it will
help to control the overall costs associated with the delivery of
examinations and Regulatory Element programs while also recognizing the
lesser burden that results from those individuals who provide
additional notice by cancelling/rescheduling an appointment three to
ten business days
[[Page 45885]]
before the scheduled appointment date. FINRA further believes that the
amount of the fee is reasonable because it will dissuade individuals
from cancelling or rescheduling an appointment three to ten business
days before the scheduled appointment date.
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\9\ 15 U.S.C. 78o-3(b)(5).
\10\ Id.
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
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
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) of the Act \11\ and paragraph (f)(2) of Rule 19b-4
thereunder.\12\ 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.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 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 Number SR-FINRA-2011-026 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-FINRA-2011-026. 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 FINRA.
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 publicly
available. All submissions should refer to File Number SR-FINRA-2011-
026 and should be submitted on or before August 22, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-19324 Filed 7-29-11; 8:45 am]
BILLING CODE 8011-01-P