Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Adopt the Content Outline for the Proprietary Traders Examination (Series 56), 50277-50279 [2011-20578]
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Federal Register / Vol. 76, No. 156 / Friday, August 12, 2011 / Notices
perfecting the mechanism of a free and
open market.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
OneChicago does not believe that the
proposed rule change will have an
impact on competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Comments on the OneChicago
proposed rule change have not been
solicited and none have been received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The proposed rule change will be
effective upon filing and operational on
August 15, 2011. At any time within 60
days of the date of effectiveness of the
proposed rule change, the Commission,
after consultation with the CFTC, may
summarily abrogate the proposed rule
change and require that the proposed
rule change be refiled in accordance
with the provisions of Section 19(b)(7)
of the Act.5
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–20576 Filed 8–11–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65054; File No. SR–ISE–
2011–36]
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–OC–2011–01 on the subject
line.
Paper Comments
mstockstill on DSK4VPTVN1PROD with NOTICES
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–OC–
2011–01 and should be submitted on or
before September 2, 2011.
• 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–OC–2011–01. 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
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Adopt the Content Outline
for the Proprietary Traders
Examination (Series 56)
August 8, 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 August 1,
2011, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I and II below, which items
have been prepared by the selfregulatory organization. The Exchange
filed the proposal as a ‘‘noncontroversial’’ proposed rule change
CFR 200.30–3(a)(73).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
5 15
U.S.C. 78s(b)(7).
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16:37 Aug 11, 2011
Jkt 223001
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(6) thereunder.4
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
Pursuant to the provisions of Section
19(b)(1) of the Act,5 the Exchange is
filing with the Commission the content
outline for the Proprietary Traders
Qualification Examination (‘‘Series 56’’)
program. ISE is not proposing any
textual changes to the Rules of ISE.
The text of the proposed rule change
is available on the Exchange’s Internet
Web site at https://www.ise.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Pursuant to Rule 15b7–1,6
promulgated under the Exchange Act,7
‘‘No registered broker or dealer shall
effect any transaction in * * * any
security unless any natural person
associated with such broker or dealer
who effects or is involved in effecting
such transaction is registered or
approved in accordance with the
standards of training, experience,
competence, and other qualification
standards * * * established by the rules
of any national securities exchange
* * * ’’ ISE Rule 313 sets forth the
requirements for registration and
qualification of associated persons.
Specifically, ISE Rule 313 provides that
3 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
5 15 U.S.C. 78s(b)(1).
6 17 CFR 240.15b7–1.
7 15 U.S.C. 78a et seq.
4 17
6 17
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Federal Register / Vol. 76, No. 156 / Friday, August 12, 2011 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
individual associated persons that are
‘‘engaged or to be engaged in the
securities business of a Member shall be
registered with the Exchange in the
category of registration appropriate to
the function to be performed as
prescribed by the Exchange.’’ 8 Further,
Rule 313 requires, among other things,
that an individual associated person
submit an application for registration
and pass the appropriate qualification
examination, as prescribed by the
Exchange, before the registration can
become effective.
In accordance with .06 of the
Supplementary Material to Rule 313,
those individuals shall be considered to
be ‘‘engaged in the securities business of
a Member’’ and subject to the
registration requirements if (i) The
individual associated person conducts
proprietary trading, acts as a marketmaker, effects transactions on behalf of
a broker-dealer account, supervises or
monitors proprietary trading, marketmaking or brokerage activities on behalf
of the broker-dealer, supervises or
conducts training for those engaged in
proprietary trading, market-making or
brokerage activities on behalf of a
broker-dealer account; or (ii) the
individual associated person engages in
the management of one or more
activities identified in (i) above as an
officer, partner or director.9
The Series 56 examination tests a
candidate’s knowledge of proprietary
trading generally and the industry rules
applicable to trading of equity securities
and listed options contracts. The Series
56 examination covers, among other
things, recordkeeping and recording
requirements, types and characteristics
of securities and investments, trading
practices and display execution and
trading systems. While the examination
is primarily dedicated to topics related
to proprietary trading, the Series 56
examination also covers a few general
concepts relating to customers.10
The Series 56 examination program is
shared by ISE and the following Self8 Under ISE’s rules, anyone functioning as a
principal must register as such with the Exchange.
The new examination will serve as a prerequisite
to the Series 24 and the Series 9/10 examinations
for principals who are engaged solely in proprietary
trading. (Generally, all principals must qualify as
representatives before qualifying as principals.) See
Securities and [sic] Exchange Act Release No. 63843
(February 4, 2011), 76 FR 7884 (SR–ISE–2010–115).
9 In accordance with Rule 313, an individual
associated person that is engaged in the supervision
or monitoring of proprietary trading, market-making
or brokerage activities and/or that is engaged in the
supervision or training of those engaged in
proprietary trading, market-making or brokerage
activities with respect to those activities will be
subject to heightened qualification requirements, as
prescribed by the Exchange.
10 The Commission notes that proprietary trading
firms do not have customers.
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16:37 Aug 11, 2011
Jkt 223001
Regulatory Organizations (‘‘SROs’’):
Boston Options Exchange; Chicago
Board Options Exchange, Inc. (‘‘CBOE’’);
C2 Options Exchange, Incorporated;
Chicago Stock Exchange, Incorporated;
NASDAQ OMX, BX; NASDAQ OMX,
PHLX; NASDAQ Stock Market LLC;
National Stock Exchange, Incorporated;
New York Stock Exchange, LLC; NYSE
AMEX, Incorporated; and NYSE ARCA,
Incorporated.
Upon request by the SROs referenced
above, FINRA staff convened a
committee of industry representatives,
ISE staff and staff from the other SROs
referenced above, to develop the criteria
for the Series 56 examination program.
As a result, ISE is proposing to set forth
the content of the examination. The
qualification examination consists of
100 multiple choice questions.
Candidates will have 150 minutes to
complete the exam. The content outline
describes the following topical sections
comprising the examination: Personnel,
Business Conduct and Recordkeeping
and Reporting Requirements, 9
questions; Markets, Market Participants,
Exchanges, and SROs, 8 questions;
Types and Characteristics of Securities
and Investments, 20 questions; Trading
Practices and Prohibited Acts, 50
questions; and Display, Execution and
Trading Systems, 13 questions.
Representatives from the applicable
SROs shall meet on a periodic basis to
evaluate and, as necessary, update, the
Series 56 examination program.
CBOE filed a similar filing with the
Commission regarding the Series 56
examination program 11 and ISE
understands that the other applicable
SROs will also file similar filings with
the Commission. ISE proposes to
implement the Series 56 examination
program when this filing becomes
effective.12 The Exchange will announce
all relevant dates with respect to the
Series 56 examination program through
a Regulatory Information Circular.
2. Basis
The proposed rule change is
consistent with Section 6(b) of the
Act,13 in general, and furthers the
objectives of Section 6(b)(1) 14 of the Act
in particular, in that it is designed to
enforce compliance by Exchange
members and persons associated with
its members with the rules of the
Exchange. The Exchange also believes
the proposed rule change furthers the
11 See Securities and Exchange Commission [sic]
Release No. 64699 (June 17, 2011), 76 FR 36945
(June 23, 2011) (SR–CBOE–2011–056).
12 The Series 56 examination became available in
WebCRD for ISE members on June 20, 2011.
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(1).
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
objectives of Section 6(c)(3) 15 of the
Act, which authorizes ISE to prescribe
standards of training, experience and
competence for persons associated with
ISE members, in that this filing
comprises the content outline and
relevant specifications for the Series 56
examination program. ISE believes the
Series 56 examination program
establishes the appropriate
qualifications for an individual
associated person that is required to
register as a Proprietary Trader under
Exchange Rule 313, including, but not
limited to, Market-Makers, proprietary
traders and individuals effecting
transactions on behalf of other brokerdealers. The Series 56 addresses
industry topics that establish the
foundation for the regulatory and
procedural knowledge necessary for
individuals required to register as a
Proprietary Trader.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A) of the
Act 16 and Rule 19b–4(f)(6) 17
thereunder, the Exchange has
designated this proposal as one that
effects a change that: (i) Does not
significantly affect the protection of
investors or the public interest; (ii) does
not impose any significant burden on
competition; and (iii) by its terms, does
not become operative for 30 days after
the date of the filing, or such shorter
time as the Commission may designate
if consistent with the protection of
investors and the public interest. Rule
19b–4(f)(6) 18 requires a self-regulatory
organization to give the Commission
written notice of its intent to file the
proposed rule change at least five
business days prior to the date of filing
15 15
U.S.C. 78f(c)(3).
U.S.C. 78s(b)(3)(A).
17 17 CFR 240.19b–4(f)(6).
18 Id.
16 15
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12AUN1
Federal Register / Vol. 76, No. 156 / Friday, August 12, 2011 / Notices
of the proposed rule change, or such
shorter time as designated by the
Commission. The Exchange has satisfied
this requirement.
Under Rule 19b–4(f)(6) of the Act,19 a
proposal does not become operative for
30 days after the date of its filing, or
such shorter time as the Commission
may designate if consistent with the
protection of investors and the public
interest. The Commission is waiving the
30-day operative period for this filing so
that it may become effective and
operative upon filing.20 The
Commission believes waiving the 30day operative delay is consistent with
the protection of investors and the
public interest as the waiver will allow
the Exchange to adopt the content
outline, and provide notice of having
done so to associated persons of its
members, near the same time as other
exchanges. The Commission, therefore,
designates the proposed rule change to
be operative upon filing with the
Commission.
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:
mstockstill on DSK4VPTVN1PROD 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
No. SR–ISE–2011–36 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–ISE–2011–36. This file
number should be included on the
19 Id.
20 For purposes only of waiving the operative
delay of this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f). See also 17 CFR 200.30–3(a)(59).
VerDate Mar<15>2010
16:37 Aug 11, 2011
Jkt 223001
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 Commissions
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. Copies of such filing
also will be available for inspection and
copying at the principal office of the
ISE. All comments received will be
posted without change; the Commission
does not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–ISE–2011–36 and should be
submitted by September 2, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–20578 Filed 8–11–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65056; File No. SR–BX–
2011–053]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Adopt a
Limited Category of Principal
Registration for Proprietary Traders
August 8, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 2 thereunder,
notice is hereby given that on August 3,
2011, NASDAQ OMX BX, Inc.
(‘‘Exchange’’ or ‘‘BX’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II below, which Items have been
prepared by the Exchange. The
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
Exchange filed the proposal as a ‘‘noncontroversial’’ rule change pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(6) thereunder.4 The
Commission is publishing this notice to
solicit comments on the proposal from
interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
BX is filing with the Commission a
proposed rule change to amend its Rule
1022, Categories of Principal
Registration, to adopt a new limited
category of principal registration for
proprietary traders, as described further
below. BX will implement the proposal
upon notice to its membership.
The text of the proposed rule change
is available at https://nasdaqomxbx.
cchwallstreet.com/, at BX’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
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 recognize a new category of
limited principal registration.
Specifically, the Exchange proposes to
recognize the new Proprietary Trader
Principal category as a limited principal
category in Rule 1022(h). Currently,
Exchange Rule 1021 requires all persons
engaged or to be engaged in the
investment banking or securities
business of a member who are to
function as principals shall be registered
as such with the Exchange in the
category of registration appropriate to
the function to be performed as
specified in Rule 1022. Before their
registration can become effective, they
shall pass a Qualification Examination
for Principals appropriate to the
21 17
1 15
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3 15
4 17
E:\FR\FM\12AUN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
12AUN1
Agencies
[Federal Register Volume 76, Number 156 (Friday, August 12, 2011)]
[Notices]
[Pages 50277-50279]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-20578]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65054; File No. SR-ISE-2011-36]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Adopt the Content Outline for the Proprietary Traders
Examination (Series 56)
August 8, 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 August 1, 2011, the International Securities Exchange, LLC (the
``Exchange'' or the ``ISE'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I and II below, which items have been prepared by the self-
regulatory organization. The Exchange filed the proposal as a ``non-
controversial'' proposed rule change pursuant to Section 19(b)(3)(A) of
the Act \3\ and Rule 19b-4(f)(6) thereunder.\4\ 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.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
Pursuant to the provisions of Section 19(b)(1) of the Act,\5\ the
Exchange is filing with the Commission the content outline for the
Proprietary Traders Qualification Examination (``Series 56'') program.
ISE is not proposing any textual changes to the Rules of ISE.
---------------------------------------------------------------------------
\5\ 15 U.S.C. 78s(b)(1).
---------------------------------------------------------------------------
The text of the proposed rule change is available on the Exchange's
Internet Web site at https://www.ise.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in sections A, B and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Pursuant to Rule 15b7-1,\6\ promulgated under the Exchange Act,\7\
``No registered broker or dealer shall effect any transaction in * * *
any security unless any natural person associated with such broker or
dealer who effects or is involved in effecting such transaction is
registered or approved in accordance with the standards of training,
experience, competence, and other qualification standards * * *
established by the rules of any national securities exchange * * * ''
ISE Rule 313 sets forth the requirements for registration and
qualification of associated persons. Specifically, ISE Rule 313
provides that
[[Page 50278]]
individual associated persons that are ``engaged or to be engaged in
the securities business of a Member shall be registered with the
Exchange in the category of registration appropriate to the function to
be performed as prescribed by the Exchange.'' \8\ Further, Rule 313
requires, among other things, that an individual associated person
submit an application for registration and pass the appropriate
qualification examination, as prescribed by the Exchange, before the
registration can become effective.
---------------------------------------------------------------------------
\6\ 17 CFR 240.15b7-1.
\7\ 15 U.S.C. 78a et seq.
\8\ Under ISE's rules, anyone functioning as a principal must
register as such with the Exchange. The new examination will serve
as a prerequisite to the Series 24 and the Series 9/10 examinations
for principals who are engaged solely in proprietary trading.
(Generally, all principals must qualify as representatives before
qualifying as principals.) See Securities and [sic] Exchange Act
Release No. 63843 (February 4, 2011), 76 FR 7884 (SR-ISE-2010-115).
---------------------------------------------------------------------------
In accordance with .06 of the Supplementary Material to Rule 313,
those individuals shall be considered to be ``engaged in the securities
business of a Member'' and subject to the registration requirements if
(i) The individual associated person conducts proprietary trading, acts
as a market-maker, effects transactions on behalf of a broker-dealer
account, supervises or monitors proprietary trading, market-making or
brokerage activities on behalf of the broker-dealer, supervises or
conducts training for those engaged in proprietary trading, market-
making or brokerage activities on behalf of a broker-dealer account; or
(ii) the individual associated person engages in the management of one
or more activities identified in (i) above as an officer, partner or
director.\9\
---------------------------------------------------------------------------
\9\ In accordance with Rule 313, an individual associated person
that is engaged in the supervision or monitoring of proprietary
trading, market-making or brokerage activities and/or that is
engaged in the supervision or training of those engaged in
proprietary trading, market-making or brokerage activities with
respect to those activities will be subject to heightened
qualification requirements, as prescribed by the Exchange.
---------------------------------------------------------------------------
The Series 56 examination tests a candidate's knowledge of
proprietary trading generally and the industry rules applicable to
trading of equity securities and listed options contracts. The Series
56 examination covers, among other things, recordkeeping and recording
requirements, types and characteristics of securities and investments,
trading practices and display execution and trading systems. While the
examination is primarily dedicated to topics related to proprietary
trading, the Series 56 examination also covers a few general concepts
relating to customers.\10\
---------------------------------------------------------------------------
\10\ The Commission notes that proprietary trading firms do not
have customers.
---------------------------------------------------------------------------
The Series 56 examination program is shared by ISE and the
following Self-Regulatory Organizations (``SROs''): Boston Options
Exchange; Chicago Board Options Exchange, Inc. (``CBOE''); C2 Options
Exchange, Incorporated; Chicago Stock Exchange, Incorporated; NASDAQ
OMX, BX; NASDAQ OMX, PHLX; NASDAQ Stock Market LLC; National Stock
Exchange, Incorporated; New York Stock Exchange, LLC; NYSE AMEX,
Incorporated; and NYSE ARCA, Incorporated.
Upon request by the SROs referenced above, FINRA staff convened a
committee of industry representatives, ISE staff and staff from the
other SROs referenced above, to develop the criteria for the Series 56
examination program. As a result, ISE is proposing to set forth the
content of the examination. The qualification examination consists of
100 multiple choice questions. Candidates will have 150 minutes to
complete the exam. The content outline describes the following topical
sections comprising the examination: Personnel, Business Conduct and
Recordkeeping and Reporting Requirements, 9 questions; Markets, Market
Participants, Exchanges, and SROs, 8 questions; Types and
Characteristics of Securities and Investments, 20 questions; Trading
Practices and Prohibited Acts, 50 questions; and Display, Execution and
Trading Systems, 13 questions. Representatives from the applicable SROs
shall meet on a periodic basis to evaluate and, as necessary, update,
the Series 56 examination program.
CBOE filed a similar filing with the Commission regarding the
Series 56 examination program \11\ and ISE understands that the other
applicable SROs will also file similar filings with the Commission. ISE
proposes to implement the Series 56 examination program when this
filing becomes effective.\12\ The Exchange will announce all relevant
dates with respect to the Series 56 examination program through a
Regulatory Information Circular.
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\11\ See Securities and Exchange Commission [sic] Release No.
64699 (June 17, 2011), 76 FR 36945 (June 23, 2011) (SR-CBOE-2011-
056).
\12\ The Series 56 examination became available in WebCRD for
ISE members on June 20, 2011.
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2. Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\13\ in general, and furthers the objectives of Section 6(b)(1)
\14\ of the Act in particular, in that it is designed to enforce
compliance by Exchange members and persons associated with its members
with the rules of the Exchange. The Exchange also believes the proposed
rule change furthers the objectives of Section 6(c)(3) \15\ of the Act,
which authorizes ISE to prescribe standards of training, experience and
competence for persons associated with ISE members, in that this filing
comprises the content outline and relevant specifications for the
Series 56 examination program. ISE believes the Series 56 examination
program establishes the appropriate qualifications for an individual
associated person that is required to register as a Proprietary Trader
under Exchange Rule 313, including, but not limited to, Market-Makers,
proprietary traders and individuals effecting transactions on behalf of
other broker-dealers. The Series 56 addresses industry topics that
establish the foundation for the regulatory and procedural knowledge
necessary for individuals required to register as a Proprietary Trader.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(1).
\15\ 15 U.S.C. 78f(c)(3).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A) of the Act \16\ and Rule 19b-
4(f)(6) \17\ thereunder, the Exchange has designated this proposal as
one that effects a change that: (i) Does not significantly affect the
protection of investors or the public interest; (ii) does not impose
any significant burden on competition; and (iii) by its terms, does not
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate if consistent with the
protection of investors and the public interest. Rule 19b-4(f)(6) \18\
requires a self-regulatory organization to give the Commission written
notice of its intent to file the proposed rule change at least five
business days prior to the date of filing
[[Page 50279]]
of the proposed rule change, or such shorter time as designated by the
Commission. The Exchange has satisfied this requirement.
Under Rule 19b-4(f)(6) of the Act,\19\ a proposal does not become
operative for 30 days after the date of its filing, or such shorter
time as the Commission may designate if consistent with the protection
of investors and the public interest. The Commission is waiving the 30-
day operative period for this filing so that it may become effective
and operative upon filing.\20\ The Commission believes waiving the 30-
day operative delay is consistent with the protection of investors and
the public interest as the waiver will allow the Exchange to adopt the
content outline, and provide notice of having done so to associated
persons of its members, near the same time as other exchanges. The
Commission, therefore, designates the proposed rule change to be
operative upon filing with the Commission.
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\16\ 15 U.S.C. 78s(b)(3)(A).
\17\ 17 CFR 240.19b-4(f)(6).
\18\ Id.
\19\ Id.
\20\ For purposes only of waiving the operative delay of this
proposal, the Commission has considered the proposed rule's impact
on efficiency, competition, and capital formation. See 15 U.S.C.
78c(f). See also 17 CFR 200.30-3(a)(59).
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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 rule-comments@sec.gov. Please include
File No. SR-ISE-2011-36 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-ISE-2011-36. 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 Commissions 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. Copies of such filing also will
be available for inspection and copying at the principal office of the
ISE. All comments received will be posted without change; the
Commission does not edit personal identifying information from
submissions. You should submit only information that you wish to make
available publicly. All submissions should refer to File Number SR-ISE-
2011-36 and should be submitted by September 2, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-20578 Filed 8-11-11; 8:45 am]
BILLING CODE 8011-01-P