Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated: Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to PULSe Fees, 56838-56840 [2011-23376]
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56838
Federal Register / Vol. 76, No. 178 / Wednesday, September 14, 2011 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65280; File No. SR–CBOE–
2011–083]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated: Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to PULSe Fees
September 7, 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
31, 2011, the 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 establishing or
changing a due, fee, or other charge
imposed by CBOE under Section
19(b)(3)(A)(ii) of the Act 3 and Rule 19b–
4(f)(2) 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
The Exchange is proposing to amend
its Fees Schedule as it relates to the
PULSe workstation. 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.
mstockstill on DSK4VPTVN1PROD with NOTICES
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.
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
19:00 Sep 13, 2011
1. Purpose
The purpose of this proposed rule
change is to revise the PULSe AwayMarket Routing and Routing
Intermediary fees. The Exchange is also
proposing to expand on its past
description of the away-market routing
functionality available for stock orders.
In addition, the Exchange is proposing
to eliminate the PULSe non-standard
services fee. Finally, the Exchange is
proposing to make a non-substantive
numbering correction to its Fees
Schedule. All of these changes, which
are described in more detail below, will
be effective September 1, 2011.
By way of background, the PULSe
workstation is a front-end order entry
system designed for use with respect to
orders that may be sent to the trading
systems of CBOE and CBOE Stock
Exchange, LLC (‘‘CBSX’’). In addition,
the PULSe workstation provides a user
with the capability to send options
orders to other U.S. options exchanges
and stock orders to other U.S. stock
exchanges (‘‘away-market routing’’).5 To
use the away-market routing
functionality, a CBOE or CBSX Trading
Permit Holder (‘‘TPH’’) must either be a
PULSe Routing Intermediary or
establish a relationship with a third
party PULSe Routing Intermediary. A
‘‘PULSe Routing Intermediary’’ is a
CBOE or CBSX TPH that has
connectivity to, and is a member of,
other options and/or stock exchanges. If
a TPH sends an order from the PULSe
workstation, the PULSe Routing
Intermediary will route that order to the
designated market on behalf of the
entering TPH.
The first purpose of this proposed
rule change is to reduce the PULSe
Away-Market Routing fee. Currently the
fee is set at $0.05 per executed contract
or share equivalent. The Exchange is
proposing to reduce the fee to $0.02 per
contract or share equivalent.
The second purpose of this proposed
rule change is to modify the PULSe
Routing Intermediary fee. Currently, the
Fees Schedule provides that each
PULSe Routing Intermediary is charged
a fee of $20 per PULSe workstation per
month for each PULSe workstation that
is enabled to send orders through the
Routing Intermediary. However, the fee
5 For a more detailed description of the PULSe
workstation and its other functionalities, see, e.g.,
Securities Exchange Act Release Nos. 62286 (June
11, 2010), 75 FR 34799 (June 18, 2010) (SR–CBOE–
2010–051) and 63721 (January 14, 2011), 76 FR
3929 (January 21, 2011) (SR–CBOE–2011–001).
1 15
VerDate Mar<15>2010
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, Proposed Rule
Change
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is only assessed for those workstations
in which the Routing Intermediary is
acting as a third-party routing
intermediary for another TPH (i.e., the
fee is not assessed on those workstations
where the Routing Intermediary is
acting as a routing intermediary on its
own behalf). This fee has been waived
through September 30, 2011. The
Exchange is proposing to amend the fee
to instead provide that a Routing
Intermediary will be charged a fee for
utilizing the PULSe away-market
routing technology of $0.02 per
executed contract or share equivalent
for the first 1 million contracts or share
equivalent executed in a given month
and $0.03 per contract or share
equivalent for each additional contract
or share equivalent executed in the
same month. The Exchange intends to
assess this fee to Routing Intermediaries
whether the Routing Intermediary is
routing orders on behalf of itself as a
TPH or as a third party Routing
Intermediary for other TPHs. The
Exchange notes that the Routing
Intermediary fee will not be applicable
for routes to C2 Options Exchange,
Incorporated (‘‘C2’’) to the extent that
the CBOE/CBSX TPH submitting the
order to C2 is also a C2 TPH.6
The revised PULSe Routing
Intermediary fee will allow for the
recoupment of the costs of developing,
maintaining, and supporting the PULSe
workstation and related Routing
Intermediary functionality and for
income from the value-added services
being provided through use of the
PULSe workstation and related awaymarket routing technology. The
Exchange believes the fee structure
represents an equitable allocation of
reasonable fees in that the same fees are
applicable to all Routing Intermediaries
6 The PULSe workstation offers the ability to
route orders to any market, including CBOE/CBSX
affiliate C2. To the extent a CBOE/CBSX TPH that
is also a C2 TPH obtains a PULSe workstation
through CBOE, it is not necessary for that TPH to
obtain a separate PULSe workstation through C2 to
route orders to C2. See Securities Exchange Act
Release No. 63244 (November 4, 2010), 75 FR 69148
(November 10, 2010) (SR–CBOE–2010–100). It is
also not necessary for that TPH to utilize the
services of a Routing Intermediary to route orders
to C2. As such, to the extent a CBOE/CBSX TPH is
also a C2 TPH, a Routing Intermediary fee would
not be applicable because the fee is only applicable
for away-market routing through a Routing
Intermediary. The TPH would not be routing away
through a Routing Intermediary, but instead would
be submitting orders directly to CBOE as a CBOE
TPH, CBSX as a CBSX TPH or C2 as a C2 TPH, as
applicable, where the TPH’s activity would be
subject to the transaction fee schedule of CBOE,
CBSX or C2, respectively. To the extent a CBOE/
CBSX TPH is not a C2 TPH and utilizes the services
of a third party Routing Intermediary to route orders
to C2, the Routing Intermediary would be subject
to the fee for the CBOE/CBSX TPH’s executions on
C2.
E:\FR\FM\14SEN1.SGM
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Federal Register / Vol. 76, No. 178 / Wednesday, September 14, 2011 / Notices
that provide away-market routing for
TPHs via the PULSe workstation. In
addition, the Exchange believes that the
$0.02/$0.03 Routing Intermediary fee is
reasonable and appropriate in light of
the fact that it is small in relation to the
total costs typically incurred in routing
and executing orders. The Exchange
also notes that use of the PULSe
workstation, and the Routing
Intermediary functionality and the
away-market routing technology
available through the PULSe
workstation, are not compulsory. In
addition, the decision to function as a
Routing Intermediary for PULSe
purposes is discretionary, and a TPH
can choose to route orders for itself or
others without using the PULSe
workstation. The services are offered as
a convenience and are not the exclusive
means available to send or route orders
to CBOE or CBSX or intermarket.
The third purpose of this proposed
rule change is to expand on our prior
description of the away-market routing
functionality available for stock orders.
In particular, as noted above, the
Exchange has previously indicated that
the PULSe workstation provides a user
with the capability to send stock orders
to other U.S. stock exchanges through a
PULSe Routing Intermediary.7 The
Exchange also notes that it may
determine that the PULSe workstation
would provide a user with the
capability to send stock orders to other
trading centers,8 not just U.S. stock
exchanges, through a Routing
Intermediary.
The fourth purpose of this proposed
rule change is to eliminate the fee for
non-standard services, which is
currently $350 per hour plus costs. Nonstandard services may include time and
materials for non-standard installations
or modifications to PULSe to
accommodate a TPH’s use of PULSe
with other technologies. The Exchange
is proposing to eliminate the fee at this
time because, given that PULSe
workstation is a relatively new
technology that is being fine-tuned and
enhanced based on our experience with
and feedback from TPHs, we find it
difficult to assess which services should
be considered ‘‘non-standard’’ at this
point in time. (The fee was first
implemented in November 2010.9 To
mstockstill on DSK4VPTVN1PROD with NOTICES
7 See
note 5, supra, and surrounding discussion.
‘‘trading center,’’ as provided under Rule
600(b)(78) of Regulation NMS, 17 CFR
242.600(b)(78), means a national securities
exchange or national securities association that
operates an SRO trading facility, an alternative
trading system, an exchange market maker, an OTC
market maker, or any other broker or dealer that
executes orders internally by trading as principal or
crossing orders as agent.
9 See SR–CBOE–2010–100, note 6, supra.
8A
VerDate Mar<15>2010
19:00 Sep 13, 2011
Jkt 223001
date, the Exchange has not identified an
instance where the fee was applicable to
any service considered to be nonstandard and has not collected any fees
under this provision.) The Exchange
may determine to reintroduce a nonstandard services fee in the future
through another rule change filing once
we gain more experience with the
PULSe workstation.
Finally, the fifth purpose of this
proposed rule change is to make a nonsubstantive numbering correction to the
Fees Schedule. In particular, the
Exchange is proposing to renumber
Section 8(F)(10)(d) through (f) to (c)
through (e) in order to correct a
numbering error (there is currently no
paragraph number with (c)).
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Act,10 in general, and furthers the
objectives of Section 6(b)(4) of the Act,11
in particular, in that it is designed to
provide for the equitable allocation of
reasonable dues, fees, and other charges
among TPHs in that the same fees and
fee waivers are applicable to all TPHs
and Routing Intermediaries that utilize
the PULSe workstation, Routing
Intermediary functionality and the
away-market routing services.
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 purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or recieved with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The proposed rule change is
designated by the Exchange as
establishing or changing a due, fee, or
other charge, thereby qualifying for
effectiveness on filing pursuant to
Section 19(b)(3)(A)(ii) of the Act 12 and
subparagraph (f)(2) of Rule 19b–4 13
thereunder.
At any time within 60 days of the
filing of the proposed rule change, the
10 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
12 15 U.S.C. 78s(b)(3)(A)(ii).
13 17 CFR 240.19b–4(f)(2).
11 15
PO 00000
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56839
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–2011–083 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–2011–083. 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 available publicly. All
submissions should refer to File
Number SR–CBOE–2011–083 and
E:\FR\FM\14SEN1.SGM
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56840
Federal Register / Vol. 76, No. 178 / Wednesday, September 14, 2011 / Notices
should be submitted on or before
October 5, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–23376 Filed 9–13–11; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65298; File No. SR–BATS–
2011–033]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing of
Proposed Rule Change To Amend and
Restate the Second Amended and
Restated Certificate of Incorporation of
BATS Global Markets, Inc.
September 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
29, 2011, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) 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 Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
mstockstill on DSK4VPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing with the
Commission a proposal to amend the
Second Amended and Restated
Certificate of Incorporation of BATS
Global Markets, Inc. (the ‘‘Corporation’’)
in connection with the anticipated
initial public offering of shares of its
Class A common stock.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.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
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
14 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
19:00 Sep 13, 2011
Jkt 223001
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 parts of such
statements.
1. Purpose
On May 13, 2011, the Corporation, the
sole stockholder of the Exchange, filed
a registration statement on Form S–1
with the Commission seeking to register
shares of Class A common stock and to
conduct an initial public offering of
those shares, which will be listed for
trading on the Exchange (the ‘‘IPO’’). In
connection with its IPO, the Corporation
intends to amend and restate its
certificate of incorporation and adopt a
Third Amended and Restated Certificate
of Incorporation (the ‘‘New Certificate of
Incorporation’’). The amendments
include, among other things, (i)
Increasing the total number of
authorized shares of stock of the
Corporation, (ii) reclassifying the
existing common stock of the
Corporation into two classes of shares,
Class A and Class B, (iii) setting forth
the respective voting rights and of Class
A and Class B common stock, (iv)
setting forth certain limitations on
transfer, (v) defining the newly
reclassified shares of Class A common
stock and Class B common stock as a
single class of capital stock of the
Corporation for purposes of Article 5 of
the New Certificate of Incorporation,
entitled ‘‘Limitations on Ownership,
Transfer & Voting’’, and (vi) certain
requirements for future amendments to
the certificate of incorporation and
bylaws.
The purpose of this rule filing is to
permit the Corporation, the sole
stockholder of the Exchange, to adopt
the New Certificate of Incorporation.
The changes described herein relate to
the certificate of incorporation of the
Corporation only, not to the governance
of the Exchange. The Exchange will
continue to be governed by its existing
certificate of incorporation and by-laws.
The stock in, and voting power of, the
Exchange will continue to be directly
and solely held solely [sic] by the
Corporation. The governance of the
Exchange will continue under its
existing structure, which provides for a
ten member board of directors reflecting
diverse representation of industry, nonindustry and exchange members,
PO 00000
Frm 00111
Fmt 4703
Sfmt 4703
currently including (i) The chief
executive officer of the Exchange, (ii)
two industry directors, (iii) two
Exchange member directors, and (iv)
five non-industry directors.
Background
The Corporation was originally
formed as BATS Holdings, Inc. on June
29, 2007 and subsequently changed its
name to BATS Global Markets, Inc. On
May 4, 2011, the Corporation amended
and restated its certificate of
incorporation (the ‘‘Current Certificate
of Incorporation’’) to (i) Increase the
number of authorized shares of common
stock, and (ii) designate certain shares
as either ‘‘Voting Common Stock’’ or
‘‘Non-Voting Common Stock.’’ Pursuant
to the Current Certificate of
Incorporation, shares of Non-Voting
Common Stock possess the same rights,
preferences, powers, privileges,
restrictions, qualifications and
limitations as the Voting Common
Stock, except that Non-Voting Common
Stock is generally non-voting. NonVoting Common Stock is convertible
into Voting Common Stock on a one-toone basis, either (i) Automatically upon
transfer from the holder thereof to an
unrelated person, or (ii) at any time and
from time to time at the option of the
holder. The Non-Voting Common Stock
was created in anticipation of future
issuances to stockholders who may wish
to increase their economic ownership,
but avoid accruing voting power, in the
Corporation.
Authorized Shares and Reclassification
The New Certificate of Incorporation
will revise the capital structure of the
Corporation to increase the number of
authorized shares and create two
separate classes of shares, Class A and
Class B. In particular, changes proposed
to Section 4.01 of the New Certificate of
Incorporation would increase the
number of shares authorized for
issuance to an amount that
accommodates the reclassification
discussed below, and provides
additional shares for future issuances.
Pursuant to Section 4.02 of the New
Certificate of Incorporation, the
Corporation is proposing to designate
Class A common stock as either ‘‘Class
A Common Stock’’ or ‘‘Non-Voting Class
A Common Stock,’’ and Class B
common stock will be further
designated as either ‘‘Class B Common
Stock’’ or ‘‘Non-Voting Class B Common
Stock.’’
Further pursuant to Section 4.02, on
the date that the New Certificate of
Incorporation becomes effective (the
E:\FR\FM\14SEN1.SGM
14SEN1
Agencies
[Federal Register Volume 76, Number 178 (Wednesday, September 14, 2011)]
[Notices]
[Pages 56838-56840]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-23376]
[[Page 56838]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65280; File No. SR-CBOE-2011-083]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated: Notice of Filing and Immediate Effectiveness of Proposed
Rule Change Relating to PULSe Fees
September 7, 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 31, 2011, the 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 establishing
or changing a due, fee, or other charge imposed by CBOE under Section
19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-4(f)(2) 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)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is proposing to amend its Fees Schedule as it relates
to the PULSe workstation. 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.
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
The purpose of this proposed rule change is to revise the PULSe
Away-Market Routing and Routing Intermediary fees. The Exchange is also
proposing to expand on its past description of the away-market routing
functionality available for stock orders. In addition, the Exchange is
proposing to eliminate the PULSe non-standard services fee. Finally,
the Exchange is proposing to make a non-substantive numbering
correction to its Fees Schedule. All of these changes, which are
described in more detail below, will be effective September 1, 2011.
By way of background, the PULSe workstation is a front-end order
entry system designed for use with respect to orders that may be sent
to the trading systems of CBOE and CBOE Stock Exchange, LLC (``CBSX'').
In addition, the PULSe workstation provides a user with the capability
to send options orders to other U.S. options exchanges and stock orders
to other U.S. stock exchanges (``away-market routing'').\5\ To use the
away-market routing functionality, a CBOE or CBSX Trading Permit Holder
(``TPH'') must either be a PULSe Routing Intermediary or establish a
relationship with a third party PULSe Routing Intermediary. A ``PULSe
Routing Intermediary'' is a CBOE or CBSX TPH that has connectivity to,
and is a member of, other options and/or stock exchanges. If a TPH
sends an order from the PULSe workstation, the PULSe Routing
Intermediary will route that order to the designated market on behalf
of the entering TPH.
---------------------------------------------------------------------------
\5\ For a more detailed description of the PULSe workstation and
its other functionalities, see, e.g., Securities Exchange Act
Release Nos. 62286 (June 11, 2010), 75 FR 34799 (June 18, 2010) (SR-
CBOE-2010-051) and 63721 (January 14, 2011), 76 FR 3929 (January 21,
2011) (SR-CBOE-2011-001).
---------------------------------------------------------------------------
The first purpose of this proposed rule change is to reduce the
PULSe Away-Market Routing fee. Currently the fee is set at $0.05 per
executed contract or share equivalent. The Exchange is proposing to
reduce the fee to $0.02 per contract or share equivalent.
The second purpose of this proposed rule change is to modify the
PULSe Routing Intermediary fee. Currently, the Fees Schedule provides
that each PULSe Routing Intermediary is charged a fee of $20 per PULSe
workstation per month for each PULSe workstation that is enabled to
send orders through the Routing Intermediary. However, the fee is only
assessed for those workstations in which the Routing Intermediary is
acting as a third-party routing intermediary for another TPH (i.e., the
fee is not assessed on those workstations where the Routing
Intermediary is acting as a routing intermediary on its own behalf).
This fee has been waived through September 30, 2011. The Exchange is
proposing to amend the fee to instead provide that a Routing
Intermediary will be charged a fee for utilizing the PULSe away-market
routing technology of $0.02 per executed contract or share equivalent
for the first 1 million contracts or share equivalent executed in a
given month and $0.03 per contract or share equivalent for each
additional contract or share equivalent executed in the same month. The
Exchange intends to assess this fee to Routing Intermediaries whether
the Routing Intermediary is routing orders on behalf of itself as a TPH
or as a third party Routing Intermediary for other TPHs. The Exchange
notes that the Routing Intermediary fee will not be applicable for
routes to C2 Options Exchange, Incorporated (``C2'') to the extent that
the CBOE/CBSX TPH submitting the order to C2 is also a C2 TPH.\6\
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\6\ The PULSe workstation offers the ability to route orders to
any market, including CBOE/CBSX affiliate C2. To the extent a CBOE/
CBSX TPH that is also a C2 TPH obtains a PULSe workstation through
CBOE, it is not necessary for that TPH to obtain a separate PULSe
workstation through C2 to route orders to C2. See Securities
Exchange Act Release No. 63244 (November 4, 2010), 75 FR 69148
(November 10, 2010) (SR-CBOE-2010-100). It is also not necessary for
that TPH to utilize the services of a Routing Intermediary to route
orders to C2. As such, to the extent a CBOE/CBSX TPH is also a C2
TPH, a Routing Intermediary fee would not be applicable because the
fee is only applicable for away-market routing through a Routing
Intermediary. The TPH would not be routing away through a Routing
Intermediary, but instead would be submitting orders directly to
CBOE as a CBOE TPH, CBSX as a CBSX TPH or C2 as a C2 TPH, as
applicable, where the TPH's activity would be subject to the
transaction fee schedule of CBOE, CBSX or C2, respectively. To the
extent a CBOE/CBSX TPH is not a C2 TPH and utilizes the services of
a third party Routing Intermediary to route orders to C2, the
Routing Intermediary would be subject to the fee for the CBOE/CBSX
TPH's executions on C2.
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The revised PULSe Routing Intermediary fee will allow for the
recoupment of the costs of developing, maintaining, and supporting the
PULSe workstation and related Routing Intermediary functionality and
for income from the value-added services being provided through use of
the PULSe workstation and related away-market routing technology. The
Exchange believes the fee structure represents an equitable allocation
of reasonable fees in that the same fees are applicable to all Routing
Intermediaries
[[Page 56839]]
that provide away-market routing for TPHs via the PULSe workstation. In
addition, the Exchange believes that the $0.02/$0.03 Routing
Intermediary fee is reasonable and appropriate in light of the fact
that it is small in relation to the total costs typically incurred in
routing and executing orders. The Exchange also notes that use of the
PULSe workstation, and the Routing Intermediary functionality and the
away-market routing technology available through the PULSe workstation,
are not compulsory. In addition, the decision to function as a Routing
Intermediary for PULSe purposes is discretionary, and a TPH can choose
to route orders for itself or others without using the PULSe
workstation. The services are offered as a convenience and are not the
exclusive means available to send or route orders to CBOE or CBSX or
intermarket.
The third purpose of this proposed rule change is to expand on our
prior description of the away-market routing functionality available
for stock orders. In particular, as noted above, the Exchange has
previously indicated that the PULSe workstation provides a user with
the capability to send stock orders to other U.S. stock exchanges
through a PULSe Routing Intermediary.\7\ The Exchange also notes that
it may determine that the PULSe workstation would provide a user with
the capability to send stock orders to other trading centers,\8\ not
just U.S. stock exchanges, through a Routing Intermediary.
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\7\ See note 5, supra, and surrounding discussion.
\8\ A ``trading center,'' as provided under Rule 600(b)(78) of
Regulation NMS, 17 CFR 242.600(b)(78), means a national securities
exchange or national securities association that operates an SRO
trading facility, an alternative trading system, an exchange market
maker, an OTC market maker, or any other broker or dealer that
executes orders internally by trading as principal or crossing
orders as agent.
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The fourth purpose of this proposed rule change is to eliminate the
fee for non-standard services, which is currently $350 per hour plus
costs. Non-standard services may include time and materials for non-
standard installations or modifications to PULSe to accommodate a TPH's
use of PULSe with other technologies. The Exchange is proposing to
eliminate the fee at this time because, given that PULSe workstation is
a relatively new technology that is being fine-tuned and enhanced based
on our experience with and feedback from TPHs, we find it difficult to
assess which services should be considered ``non-standard'' at this
point in time. (The fee was first implemented in November 2010.\9\ To
date, the Exchange has not identified an instance where the fee was
applicable to any service considered to be non-standard and has not
collected any fees under this provision.) The Exchange may determine to
reintroduce a non-standard services fee in the future through another
rule change filing once we gain more experience with the PULSe
workstation.
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\9\ See SR-CBOE-2010-100, note 6, supra.
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Finally, the fifth purpose of this proposed rule change is to make
a non-substantive numbering correction to the Fees Schedule. In
particular, the Exchange is proposing to renumber Section 8(F)(10)(d)
through (f) to (c) through (e) in order to correct a numbering error
(there is currently no paragraph number with (c)).
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\10\ in general, and furthers the objectives of Section 6(b)(4) of
the Act,\11\ in particular, in that it is designed to provide for the
equitable allocation of reasonable dues, fees, and other charges among
TPHs in that the same fees and fee waivers are applicable to all TPHs
and Routing Intermediaries that utilize the PULSe workstation, Routing
Intermediary functionality and the away-market routing services.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(4).
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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 purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were solicited or recieved with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The proposed rule change is designated by the Exchange as
establishing or changing a due, fee, or other charge, thereby
qualifying for effectiveness on filing pursuant to Section
19(b)(3)(A)(ii) of the Act \12\ and subparagraph (f)(2) of Rule 19b-4
\13\ thereunder.
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\12\ 15 U.S.C. 78s(b)(3)(A)(ii).
\13\ 17 CFR 240.19b-4(f)(2).
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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-2011-083 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-2011-083. 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 available publicly. All
submissions should refer to File Number SR-CBOE-2011-083 and
[[Page 56840]]
should be submitted on or before October 5, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-23376 Filed 9-13-11; 8:45 am]
BILLING CODE 8011-01-P