Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to Extend the Compliance Deadline for Qualification Pursuant to Rule 3.6A, 55447-55449 [2011-22774]
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Federal Register / Vol. 76, No. 173 / Wednesday, September 7, 2011 / Notices
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 on official business
days between the hours of 10 a.m. and
3 p.m. Copies of the filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–BX–2011–059 and should
be submitted on or before September 28,
2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–22775 Filed 9–6–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change to Extend the Compliance
Deadline for Qualification Pursuant to
Rule 3.6A
emcdonald on DSK5VPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (‘‘the
‘‘Act’’),1 notice is hereby given that on
August 23, 2011, Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by CBOE. The Exchange has
designated this proposal as one
18 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
17:37 Sep 06, 2011
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 Securities Exchange Act
of 1934 (the ‘‘Act’’),4 the Exchange
proposes to extend the September 19,
2011 deadline to October 29, 2011 to
comply with its rules regarding
registration and qualification of
individual Trading Permit Holders and
individual associated persons.5 CBOE is
not proposing any textual changes to the
Rules of CBOE. The text of the proposed
rule change is available on the
Exchange’s Web site (https://
www.cboe.org/legal), at the Exchange’s
Office of the Secretary and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CBOE 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. CBOE 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, Proposed Rule
Change
1. Purpose
August 30, 2011.
VerDate Mar<15>2010
constituting a stated policy, practice, or
interpretation with respect to the
meaning, administration, or
enforcement of an existing rule under
Section 19((b)(3)(A)(i) of the Act,2 and
Rule 19b–4(f((1) 3 thereunder, which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
Jkt 223001
Pursuant to Rule 15b7–1,6
promulgated under the Exchange Act,7
‘‘No registered broker or dealer shall
2 15
U.S.C. 78s(b)(3)(A)(i).
CFR 19b–4(f)(1).
4 15 U.S.C. 78s(b)(1).
5 The Commission notes that the extension until
October 29, 2011 is an extension of the time to pass
the appropriate qualification exam. All individual
Trading Permit Holders and individual associated
persons not already registered in WebCRD were to
be registered as of January 11, 2011. See Securities
Exchange Act Release No. 63314 (November 12,
2010), 75 FR 70957 (November 19, 2010), at 70958.
6 17 CFR 240.15b7–1.
7 15 U.S.C. 78a et seq.
3 17
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55447
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…’’
CBOE Rule 3.6A sets forth the
requirements for registration and
qualification of individual Trading
Permit Holders and individual
associated persons. In response to a
request by the Division of Trading and
Markets at the Securities and Exchange
Commission (the ‘‘Commission’’ or
‘‘SEC’’), CBOE recently amended its
rules to expand its registration and
qualification requirements set forth in
CBOE Rule 3.6A to include individual
Trading Permit Holders and individual
associated persons that are engaged or to
be engaged in the securities business of
a Trading Permit Holder or TPH
organization.8 CBOE Rule 3.6A provides
that these individuals must be registered
with the Exchange in the category of
registration appropriate to the function
to be performed as prescribed by the
Exchange. Further, Rule 3.6A requires,
among other things, that an individual
Trading Permit Holder or individual
associated person submit an application
for registration and pass the appropriate
qualification examination before the
registration can become effective. The
revised requirements apply to both
CBOE and CBOE Stock Exchange
(‘‘CBSX’’) Trading Permit Holders and
their associated persons.
In conjunction with the registration
requirements established by SR–CBOE–
2010–084, three new qualification
examinations became available on June
20, 2011 in the Central Registration
Depository system (‘‘WebCRD’’), which
is operated by the Financial Industry
Regulatory Authority, Incorporated
(‘‘FINRA’’). These registration categories
include the following (the required
qualification examinations and
prerequisites, as applicable, associated
with each registration category are in
parentheses): PT—Proprietary Trader
(Series 56), CT—Proprietary Trader
Compliance Officer (Series 14, Series 56
prerequisite) and TP—Proprietary
Trader Principal (Series 24, Series 56
prerequisite). In the Approval Order for
SR–CBOE–2010–084, the SEC
established a deadline of August 12,
2011 for CBOE and CBSX individual
Trading Permit Holders and individual
8 See Securities Exchange Act Release No. 63314
(November 12, 2010), 75 FR 70957 (November 19,
2010) (SR–CBOE–2010–084).
E:\FR\FM\07SEN1.SGM
07SEN1
55448
Federal Register / Vol. 76, No. 173 / Wednesday, September 7, 2011 / Notices
emcdonald on DSK5VPTVN1PROD with NOTICES
associated persons of CBOE and CBSX
Trading Permit Holders to register for
and pass the applicable qualification
examination(s), approximately seven
weeks from the date the qualification
exams became available. CBOE recently
submitted a rule filing extending the
deadline until September 19, 2011.9 The
International Securities Exchange, LLC
(‘‘ISE’’) recently submitted a rule filing
setting forth the content outline for the
Series 56.10 In conjunction with this
filing, ISE issued a Regulatory
Information Circular 11 establishing a
deadline of October 29, 2011 for
complying with its new registration and
qualification requirements.
CBOE respectfully requests to extend
the September 19, 2011 deadline to
October 29, 2011 (or such other later
compliance date as the Commission
deems appropriate for the participating
self-regulatory organizations) to be
consistent with the deadline provided to
ISE members to comply with the
registration and qualification
requirements.12 CBOE believes its
proposal to extend this deadline is
reasonable and necessary in an effort to
implement consistent standards for
registration and qualification across selfregulatory organizations.
CBOE continues to evaluate the
reasonability of the proposed deadline
in light of various factors including, but
not limited to, the following: (i)
Potential disruption to the marketplace
if a Market-Maker or Designated Primary
Market-Maker does not satisfy the
qualification requirements; (ii) system
enforced delays in registering for an
examination in WebCRD upon an
individual’s failure of a qualification
examination; (iii) examination
scheduling limitations due to the
volume of individuals required to take
the examination(s); and (iv) the ability
for those individuals subject to
heightened qualification examinations
to prepare for, schedule and pass more
than one examination in an extremely
limited window of time. CBOE will
9 See Securities Exchange Act Release No. 64946
(July 21, 2011), 76 FR 44972 (July 27, 2011) (SR–
CBOE–2011–064).
10 See Securities Exchange Act Release No. 65086
(August 10, 2011), 76 FR 50796 (August 16, 2011)
[sic] (SR–ISE–2011–036).
11 See ISE Regulatory Information Circular 2011–
15 (issued August 15, 2011).
12 The International Securities Exchange (‘‘ISE’’)
received approval for a rule filing establishing
substantially similar registration and qualification
requirements on February 4, 2011. The Approval
Order for SR–ISE–2010–115 provides that
‘‘Associated persons of ISE members will have 90
days from the date the examination becomes
available to take and pass the examination.’’ See
Securities Exchange Act Release No. 63843
(February 4, 2011), 76 FR 7884 (February 11, 2011)
(SR–ISE–2010–115).
VerDate Mar<15>2010
17:37 Sep 06, 2011
Jkt 223001
continue to update Commission staff
and evaluate whether additional rule
filings are necessary to address
reasonability concerns in conjunction
with requiring compliance within the
proposed time frame.
2. Statutory 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 CBOE to
prescribe standards of training,
experience and competence for persons
associated with CBOE members, in that
this filing is proposing to extend the
deadline for compliance with the
standards of training, experience and
competence established by the
Exchange. CBOE believes that its
proposal is reasonable in that it
establishes a deadline for compliance
with the registration and qualification
requirements that is consistent with the
deadline in place for ISE members and
their associated persons.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–CBOE–2011–081 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–CBOE–2011–081. This file
B. Self-Regulatory Organization’s
number should be included on the
Statement on Burden on Competition
subject line if e-mail is used. To help the
CBOE does not believe that the
Commission process and review your
proposed rule change will impose any
comments more efficiently, please use
burden on competition that is not
only one method. The Commission will
necessary or appropriate in furtherance
post all comments on the Commission’s
of the Act.
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
C. Self-Regulatory Organization’s
submission, all subsequent
Statement on Comments on the
amendments, all written statements
Proposed Rule Change Received From
with respect to the proposed rule
Members, Participants or Others
change that are filed with the
No written comments were solicited
Commission, and all written
or received with respect to the proposed
communications relating to the
rule change.
proposed rule change between the
Commission and any person, other than
III. Date of Effectiveness of the
those that may be withheld from the
Proposed Rule Change and Timing for
public in accordance with the
Commission Action
provisions of 5 U.S.C. 552, will be
The foregoing proposed rule change
available for Web site viewing and
will take effect upon filing with the
printing in the Commission’s Public
Commission pursuant to Section
Reference Room, 100 F Street, NE.,
16 and Rule 19b–
19(b)(3)(A)(i) of the Act
Washington, DC 20549, on official
4(f)(1) thereunder,17 because it
business days between the hours of 10
constitutes a stated policy, practice, or
a.m. and 3 p.m. Copies of such filing
interpretation with respect to the
also will be available for inspection and
meaning, administration, or
copying at the principal office of CBOE.
enforcement of an existing rule.
All comments received will be posted
without change; the Commission does
13 15 U.S.C. 78f(b).
not edit personal identifying
14 15 U.S.C. 78f(b)(1).
information from submissions. You
15 15 U.S.C. 78f(c)(3).
16 15 U.S.C. 78s(b)(3)(A)(i).
should submit only information that
17 17 CFR 240.19b–4(f)(1).
you wish to make publicly available. All
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Fmt 4703
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Federal Register / Vol. 76, No. 173 / Wednesday, September 7, 2011 / Notices
submissions should refer to File
Number SR–CBOE–2011–081 and
should be submitted on or before
September 28, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–22774 Filed 9–6–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65234; File No. SR–MSRB–
2011–10]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Notice of Filing of Proposed
Rule Change by the Municipal
Securities Rulemaking Board
Consisting of Amendments to MSRB
Rule G–20 (Gifts and Gratuities) and
Related Amendments to MSRB Rule
G–8 (Books and Records) and MSRB
Rule G–9 (Preservation of Records),
and To Clarify That Certain
Interpretations by the Financial
Industry Regulatory Authority and the
National Association of Securities
Dealers Would Be Applicable to
Municipal Advisors
August 31, 2011.
emcdonald on DSK5VPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Exchange Act’’) 1 and Rule 19b-4
thereunder,2 notice is hereby given that
on August 16, 2011, the Municipal
Securities Rulemaking Board (the
‘‘MSRB’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’ or ‘‘SEC’’) the proposed
rule change as described in Items I, II,
and III below, which Items have been
prepared by the MSRB. 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 MSRB has filed with the
Commission a proposed rule change
consisting of proposed amendments to
MSRB Rule G–20 (on gifts and
gratuities), which would apply the rule
to municipal advisors, along with
related proposed amendments to Rule
G–8 (on books and records) and Rule G–
9 (on preservation of records), and to
clarify that certain interpretations by the
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Mar<15>2010
17:37 Sep 06, 2011
Jkt 223001
Financial Industry Regulatory Authority
(‘‘FINRA’’) of its gifts rule (FINRA Rule
3220) and its predecessor, the National
Association of Securities Dealers
(‘‘NASD’’) of its gift rule (NASD Rule
3060), would be applicable to municipal
advisors. The MSRB requested that the
proposed rule change be made effective
on the date that rules defining the term
‘‘municipal advisor’’ under the
Exchange Act are first made effective by
the Commission.
The text of the proposed rule change
is available on the MSRB’s Web site at
https://www.msrb.org/Rules-andInterpretations/SEC-Filings/2011Filings.aspx, at the MSRB’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
Changes
In its filing with the Commission, the
MSRB included statements concerning
the purpose of and basis for the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
MSRB 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
Changes
1. Purpose
Existing MSRB Rule G–20. Rule G–20
was adopted by the MSRB to prevent
brokers, dealers, and municipal
securities dealers (‘‘dealers’’) from
attempting to induce other organizations
active in the municipal securities
market to engage in business with such
dealers by means of personal gifts or
gratuities given to employees of the
organizations, including, but not limited
to, acts of commercial bribery,3 and to
help to ensure that dealers’ municipal
securities activities are undertaken in
arm’s-length, merit-based transactions
in which conflicts of interest are
minimized. The MSRB has interpreted
Rule G–20 to preclude the payment by
dealers of ‘‘excessive or lavish’’
entertainment or travel expenses of
issuer personnel, as follows: 4
3 See
MSRB Notice 2004–17 (June 15, 2004).
Rule G–20 Interpretation—Dealer Payments
in Connection with the Municipal Securities
Issuance Process (January 29, 2007); see also In the
Matter of RBC Capital Markets Corporation, SEC
Rel. No. 34–59439 (Feb. 24, 2009) (settlement in
connection with broker-dealer alleged to have
violated MSRB Rules G–20 and G–17 for payment
of lavish travel and entertainment expenses of city
4 See
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55449
Payment of excessive or lavish
entertainment or travel expenses may violate
Rule G–20 if they result in benefits to issuer
personnel that exceed the limits set forth in
the rule, and can be especially problematic
where such payments cover expenses
incurred by family or other guests of issuer
personnel. Depending on the specific facts
and circumstances, excessive payments
could be considered to be gifts or gratuities
made to such issuer personnel in relation to
the issuer’s municipal securities activities.
Dodd-Frank Act. The Dodd-Frank
Wall Street Reform and Consumer
Protection Act (‘‘Dodd-Frank Act’’) 5
authorized the MSRB to establish a
comprehensive body of regulation for all
municipal advisors.6 The Dodd-Frank
Act requires the MSRB to adopt rules for
municipal advisors that are designed to
prevent fraudulent and manipulative
acts and practices and to promote just
and equitable principles of trade.7 It
also expands the mission of the MSRB
to include the protection of municipal
entities 8 and obligated persons, in
addition to the protection of investors
and the public interest.
Proposed amendments to MSRB Rule
G–20. Pursuant to the authority granted
to it by the Dodd-Frank Act, the MSRB
is proposing the amendments to Rule G–
20. Just as the existing rule helps to
ensure that dealers’ municipal securities
activities are undertaken in arm’slength, merit-based transactions in
which conflicts of interest are
minimized, the MSRB seeks to reduce
the potential for conflicts of interest in
municipal advisory activities.9 The
officials and their families associated with rating
agency trips, which expenditures were
subsequently reimbursed from bond proceeds as
costs of issuance); In the Matter of Merchant
Capital, L.L.C., SEC Rel. No. 34–60043 (June 4,
2009) (settlement in connection with broker-dealer
alleged to have violated MSRB rules for payment of
travel and entertainment expenses of family and
friends of senior officials of issuer and
reimbursement of the expenses from issuers and
from proceeds of bond offerings).
5 Dodd-Frank Wall Street Reform and Consumer
Protection Act, Public Law 111–203, 124 Stat. 1376
(2010).
6 ‘‘Municipal advisor’’ is defined in Section
15B(e)(4) of the Exchange Act.
7 See Section 15B(b)(2)(C) of the Exchange Act.
8 ‘‘Municipal entity’’ is defined in Section
15B(e)(8) of the Exchange Act as ‘‘any State,
political subdivision of a State, or municipal
corporate instrumentality of a State, including—(A)
any agency, authority, or instrumentality of the
State, political subdivision, or municipal corporate
instrumentality; (B) any plan, program, or pool of
assets sponsored or established by the State,
political subdivision, or municipal corporate
instrumentality or any agency, authority, or
instrumentality thereof; and (C) any other issuer of
municipal securities.’’
9 MSRB Rule D–13 defines the term ‘‘municipal
advisory activities’’ by reference to Section
15B(e)(4)(A) of the Exchange Act (i.e., (i) providing
advice to municipal entities or obligated persons on
municipal financial products or the issuance of
E:\FR\FM\07SEN1.SGM
Continued
07SEN1
Agencies
[Federal Register Volume 76, Number 173 (Wednesday, September 7, 2011)]
[Notices]
[Pages 55447-55449]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-22774]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change to Extend the Compliance Deadline for Qualification
Pursuant to Rule 3.6A
August 30, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``the ``Act''),\1\ notice is hereby given that on August 23, 2011,
Chicago Board Options Exchange, Incorporated (``CBOE'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by CBOE. The Exchange has
designated this proposal as one constituting a stated policy, practice,
or interpretation with respect to the meaning, administration, or
enforcement of an existing rule under Section 19((b)(3)(A)(i) of the
Act,\2\ and Rule 19b-4(f((1) \3\ thereunder, which renders the proposal
effective upon filing with the Commission. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78s(b)(3)(A)(i).
\3\ 17 CFR 19b-4(f)(1).
---------------------------------------------------------------------------
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 Securities
Exchange Act of 1934 (the ``Act''),\4\ the Exchange proposes to extend
the September 19, 2011 deadline to October 29, 2011 to comply with its
rules regarding registration and qualification of individual Trading
Permit Holders and individual associated persons.\5\ CBOE is not
proposing any textual changes to the Rules of CBOE. The text of the
proposed rule change is available on the Exchange's Web site (https://www.cboe.org/legal), at the Exchange's Office of the Secretary and at
the Commission's Public Reference Room.
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78s(b)(1).
\5\ The Commission notes that the extension until October 29,
2011 is an extension of the time to pass the appropriate
qualification exam. All individual Trading Permit Holders and
individual associated persons not already registered in WebCRD were
to be registered as of January 11, 2011. See Securities Exchange Act
Release No. 63314 (November 12, 2010), 75 FR 70957 (November 19,
2010), at 70958.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, CBOE 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. CBOE 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, 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[hellip]established by the rules of any national securities
exchange[hellip]'' CBOE Rule 3.6A sets forth the requirements for
registration and qualification of individual Trading Permit Holders and
individual associated persons. In response to a request by the Division
of Trading and Markets at the Securities and Exchange Commission (the
``Commission'' or ``SEC''), CBOE recently amended its rules to expand
its registration and qualification requirements set forth in CBOE Rule
3.6A to include individual Trading Permit Holders and individual
associated persons that are engaged or to be engaged in the securities
business of a Trading Permit Holder or TPH organization.\8\ CBOE Rule
3.6A provides that these individuals must be registered with the
Exchange in the category of registration appropriate to the function to
be performed as prescribed by the Exchange. Further, Rule 3.6A
requires, among other things, that an individual Trading Permit Holder
or individual associated person submit an application for registration
and pass the appropriate qualification examination before the
registration can become effective. The revised requirements apply to
both CBOE and CBOE Stock Exchange (``CBSX'') Trading Permit Holders and
their associated persons.
---------------------------------------------------------------------------
\6\ 17 CFR 240.15b7-1.
\7\ 15 U.S.C. 78a et seq.
\8\ See Securities Exchange Act Release No. 63314 (November 12,
2010), 75 FR 70957 (November 19, 2010) (SR-CBOE-2010-084).
---------------------------------------------------------------------------
In conjunction with the registration requirements established by
SR-CBOE-2010-084, three new qualification examinations became available
on June 20, 2011 in the Central Registration Depository system
(``WebCRD''), which is operated by the Financial Industry Regulatory
Authority, Incorporated (``FINRA''). These registration categories
include the following (the required qualification examinations and
prerequisites, as applicable, associated with each registration
category are in parentheses): PT--Proprietary Trader (Series 56), CT--
Proprietary Trader Compliance Officer (Series 14, Series 56
prerequisite) and TP--Proprietary Trader Principal (Series 24, Series
56 prerequisite). In the Approval Order for SR-CBOE-2010-084, the SEC
established a deadline of August 12, 2011 for CBOE and CBSX individual
Trading Permit Holders and individual
[[Page 55448]]
associated persons of CBOE and CBSX Trading Permit Holders to register
for and pass the applicable qualification examination(s), approximately
seven weeks from the date the qualification exams became available.
CBOE recently submitted a rule filing extending the deadline until
September 19, 2011.\9\ The International Securities Exchange, LLC
(``ISE'') recently submitted a rule filing setting forth the content
outline for the Series 56.\10\ In conjunction with this filing, ISE
issued a Regulatory Information Circular \11\ establishing a deadline
of October 29, 2011 for complying with its new registration and
qualification requirements.
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\9\ See Securities Exchange Act Release No. 64946 (July 21,
2011), 76 FR 44972 (July 27, 2011) (SR-CBOE-2011-064).
\10\ See Securities Exchange Act Release No. 65086 (August 10,
2011), 76 FR 50796 (August 16, 2011) [sic] (SR-ISE-2011-036).
\11\ See ISE Regulatory Information Circular 2011-15 (issued
August 15, 2011).
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CBOE respectfully requests to extend the September 19, 2011
deadline to October 29, 2011 (or such other later compliance date as
the Commission deems appropriate for the participating self-regulatory
organizations) to be consistent with the deadline provided to ISE
members to comply with the registration and qualification
requirements.\12\ CBOE believes its proposal to extend this deadline is
reasonable and necessary in an effort to implement consistent standards
for registration and qualification across self-regulatory
organizations.
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\12\ The International Securities Exchange (``ISE'') received
approval for a rule filing establishing substantially similar
registration and qualification requirements on February 4, 2011. The
Approval Order for SR-ISE-2010-115 provides that ``Associated
persons of ISE members will have 90 days from the date the
examination becomes available to take and pass the examination.''
See Securities Exchange Act Release No. 63843 (February 4, 2011), 76
FR 7884 (February 11, 2011) (SR-ISE-2010-115).
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CBOE continues to evaluate the reasonability of the proposed
deadline in light of various factors including, but not limited to, the
following: (i) Potential disruption to the marketplace if a Market-
Maker or Designated Primary Market-Maker does not satisfy the
qualification requirements; (ii) system enforced delays in registering
for an examination in WebCRD upon an individual's failure of a
qualification examination; (iii) examination scheduling limitations due
to the volume of individuals required to take the examination(s); and
(iv) the ability for those individuals subject to heightened
qualification examinations to prepare for, schedule and pass more than
one examination in an extremely limited window of time. CBOE will
continue to update Commission staff and evaluate whether additional
rule filings are necessary to address reasonability concerns in
conjunction with requiring compliance within the proposed time frame.
2. Statutory 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 CBOE to prescribe standards of training, experience
and competence for persons associated with CBOE members, in that this
filing is proposing to extend the deadline for compliance with the
standards of training, experience and competence established by the
Exchange. CBOE believes that its proposal is reasonable in that it
establishes a deadline for compliance with the registration and
qualification requirements that is consistent with the deadline in
place for ISE members and their associated persons.
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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
CBOE does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change will take effect upon filing
with the Commission pursuant to Section 19(b)(3)(A)(i) of the Act \16\
and Rule 19b-4(f)(1) thereunder,\17\ because it constitutes a stated
policy, practice, or interpretation with respect to the meaning,
administration, or enforcement of an existing rule.
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\16\ 15 U.S.C. 78s(b)(3)(A)(i).
\17\ 17 CFR 240.19b-4(f)(1).
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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 Number SR-CBOE-2011-081 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-CBOE-2011-081. 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 CBOE. 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
[[Page 55449]]
submissions should refer to File Number SR-CBOE-2011-081 and should be
submitted on or before September 28, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-22774 Filed 9-6-11; 8:45 am]
BILLING CODE 8011-01-P