Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the Fees Schedule, 63976-63977 [2011-26531]
Download as PDF
63976
Federal Register / Vol. 76, No. 199 / Friday, October 14, 2011 / Notices
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 such filing also will be
available for inspection and copying at
the principal offices 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–CBOE–2011–094, and
should be submitted on or before
November 4, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–26533 Filed 10–13–11; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–65517; File No. SR–CBOE–
2011–097]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend the Fees
Schedule
tkelley on DSK3SPTVN1PROD with NOTICES
October 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 October
3, 2011, the Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
15:20 Oct 13, 2011
The Exchange proposes to amend the
Fees Schedule regarding the Marketing
Fee. 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, the
self-regulatory organization included
statements concerning the purpose of
and basis for the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
SECURITIES AND EXCHANGE
COMMISSION
VerDate Mar<15>2010
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
Jkt 226001
CBOE proposes to amend its
Marketing Fee Program to extend for an
additional three months a pilot program
it implemented on December 1, 2010,3
and extended on April 1, 2011 4 and
July 1, 2011 5 relating to the assessment
of the marketing fee in the SPY option
class. Specifically, CBOE previously
determined not to assess the marketing
fee on electronic transactions in SPY
options, except that it would continue
to assess the marketing fee on electronic
transactions resulting from its
Automated Improvement Mechanism
(‘‘AIM’’) pursuant to CBOE Rule 6.74A
and transactions in open outcry (the
‘‘Waiver’’). This pilot program is
scheduled to terminate on September
30, 2011, and CBOE now proposes to
extend it until December 31, 2011.
As CBOE stated in its rule filing
establishing this three month pilot
program, this proposed change is
intended to attract more customer
volume to the Exchange in the SPY
option class and to allow CBOE market3 See Securities Exchange Act Release No. 63470
(December 8, 2010), 75 FR 78284 (December 15,
2010) (SR–CBOE–2010–108).
4 See Securities Exchange Act Release No. 64212
(April 6, 2011), 76 FR 20411 (April 12, 2011) (SR–
CBOE–2011–033).
5 See Securities Exchange Act Release No. 64818
(July 6, 2011), 76 FR 40978 (July 12, 2011) (SR–
CBOE–2011–060).
PO 00000
Frm 00076
Fmt 4703
Sfmt 4703
makers to better compete for order flow.
CBOE noted that the SPY option class
is unique in the manner in which it
trades and is one of the most active
option classes. CBOE also noted that
DPMs and Preferred Market-Makers can
utilize the marketing fee funds to attract
orders from payment accepting firms
that are executed in AIM and in open
outcry. Finally, CBOE noted that it
believes that the marketing fee funds
received by payment accepting firms
may be used to offset transaction and
other costs related to the execution of an
order in AIM and in open outcry,
including in the SPY option class. CBOE
believes that the current demographics
of electronic SPY option order flow is
more driven by the displayed best bid
or offer (‘‘BBO’’) and size than payment
for order flow considerations, and thus
assessment of the marketing fee for
those transactions is not a differentiator
at this time.
For the reasons noted above, CBOE
believes that it would make sense to
extend the pilot program until
December 31, 2011. CBOE believes that
it is beneficial to continue to assess the
fee on the limited bases as proposed and
will continue to enable CBOE to
compete for order flow in the SPY
option class. However, because the SPY
option class is unique in the manner in
which it trades and is one of the most
active option classes, CBOE would like
to continue to evaluate for an additional
three months the effect of not assessing
the fee on all electronic transactions in
the SPY option class, except for
transactions resulting from AIM and in
open outcry.
The Exchange also proposes to amend
its Fees Schedule to remove the security
EEM from a list of options on whom the
marketing fee to be collected is $0.00.
EEM is the acronym for the exchangetraded fund (‘‘ETF’’) iShares MSCI
Emerging Markets Index Fund. The
Exchange wishes to remove EEM from
the abovementioned list. Hereafter, the
marketing fee for EEM transactions
would be $0.25 per contract, as it is
with nearly all other ETFs. The purpose
of this change is to increase volume on
EEM options. By assessing a marketing
fee on EEM transactions, the Exchange
will be able to use the money collected
to attract volume, pursuant to the
Exchange’s marketing fee plan. The
Exchange believes that the
demographics of EEM options order
flow is inclined to seek economic
considerations such as payment for
order flow, so a marketing fee for EEM
trades is necessary to attract EEM
volume and liquidity.
E:\FR\FM\14OCN1.SGM
14OCN1
Federal Register / Vol. 76, No. 199 / Friday, October 14, 2011 / Notices
2. Statutory Basis
The proposed rule change to extend
the Waiver is consistent with Section
6(b) of the Securities Exchange Act of
1934 (the ‘‘Act’’),6 in general, and
furthers the objectives of Section 6(b)(4)
of the Act,7 in particular, in that it is
designed to provide for the equitable
allocation of reasonable dues, fees, and
other charges among Trading Permit
Holders in that it is intended to attract
more customer volume on the Exchange
in SPY options. The SPY option class is
one of the most active and liquid classes
and trades with a significant electronic
trading volume. Because of its current
trading profile, CBOE believes it might
be better able to attract electronic
liquidity by not assessing the marketing
fee on electronic SPY transactions and
therefore proposes to extend the current
waiver. However, CBOE believes that
continuing to collect the marketing fee
on open outcry transactions, as well as
electronic orders submitted to AIM for
price improvement, from market makers
that trade with customer orders from
payment accepting firms would
continue to attract liquidity in SPY to
the floor and AIM mechanism,
respectively. Accordingly, CBOE
believes continuing the waiver is
equitable because it reflects the trading
profile of SPY and is designed and
intended to attract additional order flow
in SPY to the Exchange, which would
benefit all market participants.
The proposed rule change to change
the marketing fee assessed on EEM
transactions furthers the objectives of
Section 6(b)(4) of the Act,8 in particular,
in that it is designed to provide for the
equitable allocation of reasonable dues,
fees, and other charges among Trading
Permit Holders and other persons using
Exchange facilities. The amount of the
fee, $0.25 per contract, is reasonable, as
it is the same amount as is charged for
transactions in other ETFs. The
assessment of the fee is equitable and
not unfairly discriminatory because it is
designed and intended to attract
additional order flow in EEM to the
Exchange, which would increase
liquidity and benefit all market
participants, and because the same fee
is assessed similar transactions in nearly
all other ETFs.
tkelley on DSK3SPTVN1PROD with NOTICES
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 not necessary or
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
8 15 U.S.C. 78f(b)(4).
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
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 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) of the Act 9 and
subparagraph (f)(2) of Rule 19b–4 10
thereunder. 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–2011–097 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–2011–097. 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
6 15
VerDate Mar<15>2010
15:20 Oct 13, 2011
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 such filing also will be
available for inspection and copying at
the principal offices 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–CBOE–2011–097, and
should be submitted on or before
November 4, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–26531 Filed 10–13–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65516; File No. SR–BATS–
2011–040]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Extend the Pilot
Period of the Inbound Router, as
Described in Rule 2.12
October 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
September 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.
11 17
7 15
9 15
U.S.C. 78s(b)(3)(A).
10 17 CFR 240.19b–4(f)(2).
Jkt 226001
PO 00000
Frm 00077
Fmt 4703
Sfmt 4703
63977
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\14OCN1.SGM
14OCN1
Agencies
[Federal Register Volume 76, Number 199 (Friday, October 14, 2011)]
[Notices]
[Pages 63976-63977]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-26531]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65517; File No. SR-CBOE-2011-097]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Amend the Fees Schedule
October 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 October 3, 2011, the Chicago Board Options Exchange,
Incorporated (the ``Exchange'' or ``CBOE'') filed with the Securities
and Exchange Commission (the ``Commission'') the proposed rule change
as described in Items I, II, and III below, which Items have been
prepared by the Exchange. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend the Fees Schedule regarding the
Marketing Fee. 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, the self-regulatory organization
included statements concerning the purpose of and basis for the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
CBOE proposes to amend its Marketing Fee Program to extend for an
additional three months a pilot program it implemented on December 1,
2010,\3\ and extended on April 1, 2011 \4\ and July 1, 2011 \5\
relating to the assessment of the marketing fee in the SPY option
class. Specifically, CBOE previously determined not to assess the
marketing fee on electronic transactions in SPY options, except that it
would continue to assess the marketing fee on electronic transactions
resulting from its Automated Improvement Mechanism (``AIM'') pursuant
to CBOE Rule 6.74A and transactions in open outcry (the ``Waiver'').
This pilot program is scheduled to terminate on September 30, 2011, and
CBOE now proposes to extend it until December 31, 2011.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 63470 (December 8,
2010), 75 FR 78284 (December 15, 2010) (SR-CBOE-2010-108).
\4\ See Securities Exchange Act Release No. 64212 (April 6,
2011), 76 FR 20411 (April 12, 2011) (SR-CBOE-2011-033).
\5\ See Securities Exchange Act Release No. 64818 (July 6,
2011), 76 FR 40978 (July 12, 2011) (SR-CBOE-2011-060).
---------------------------------------------------------------------------
As CBOE stated in its rule filing establishing this three month
pilot program, this proposed change is intended to attract more
customer volume to the Exchange in the SPY option class and to allow
CBOE market-makers to better compete for order flow. CBOE noted that
the SPY option class is unique in the manner in which it trades and is
one of the most active option classes. CBOE also noted that DPMs and
Preferred Market-Makers can utilize the marketing fee funds to attract
orders from payment accepting firms that are executed in AIM and in
open outcry. Finally, CBOE noted that it believes that the marketing
fee funds received by payment accepting firms may be used to offset
transaction and other costs related to the execution of an order in AIM
and in open outcry, including in the SPY option class. CBOE believes
that the current demographics of electronic SPY option order flow is
more driven by the displayed best bid or offer (``BBO'') and size than
payment for order flow considerations, and thus assessment of the
marketing fee for those transactions is not a differentiator at this
time.
For the reasons noted above, CBOE believes that it would make sense
to extend the pilot program until December 31, 2011. CBOE believes that
it is beneficial to continue to assess the fee on the limited bases as
proposed and will continue to enable CBOE to compete for order flow in
the SPY option class. However, because the SPY option class is unique
in the manner in which it trades and is one of the most active option
classes, CBOE would like to continue to evaluate for an additional
three months the effect of not assessing the fee on all electronic
transactions in the SPY option class, except for transactions resulting
from AIM and in open outcry.
The Exchange also proposes to amend its Fees Schedule to remove the
security EEM from a list of options on whom the marketing fee to be
collected is $0.00. EEM is the acronym for the exchange-traded fund
(``ETF'') iShares MSCI Emerging Markets Index Fund. The Exchange wishes
to remove EEM from the abovementioned list. Hereafter, the marketing
fee for EEM transactions would be $0.25 per contract, as it is with
nearly all other ETFs. The purpose of this change is to increase volume
on EEM options. By assessing a marketing fee on EEM transactions, the
Exchange will be able to use the money collected to attract volume,
pursuant to the Exchange's marketing fee plan. The Exchange believes
that the demographics of EEM options order flow is inclined to seek
economic considerations such as payment for order flow, so a marketing
fee for EEM trades is necessary to attract EEM volume and liquidity.
[[Page 63977]]
2. Statutory Basis
The proposed rule change to extend the Waiver is consistent with
Section 6(b) of the Securities Exchange Act of 1934 (the ``Act''),\6\
in general, and furthers the objectives of Section 6(b)(4) of the
Act,\7\ in particular, in that it is designed to provide for the
equitable allocation of reasonable dues, fees, and other charges among
Trading Permit Holders in that it is intended to attract more customer
volume on the Exchange in SPY options. The SPY option class is one of
the most active and liquid classes and trades with a significant
electronic trading volume. Because of its current trading profile, CBOE
believes it might be better able to attract electronic liquidity by not
assessing the marketing fee on electronic SPY transactions and
therefore proposes to extend the current waiver. However, CBOE believes
that continuing to collect the marketing fee on open outcry
transactions, as well as electronic orders submitted to AIM for price
improvement, from market makers that trade with customer orders from
payment accepting firms would continue to attract liquidity in SPY to
the floor and AIM mechanism, respectively. Accordingly, CBOE believes
continuing the waiver is equitable because it reflects the trading
profile of SPY and is designed and intended to attract additional order
flow in SPY to the Exchange, which would benefit all market
participants.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The proposed rule change to change the marketing fee assessed on
EEM transactions furthers the objectives of Section 6(b)(4) of the
Act,\8\ in particular, in that it is designed to provide for the
equitable allocation of reasonable dues, fees, and other charges among
Trading Permit Holders and other persons using Exchange facilities. The
amount of the fee, $0.25 per contract, is reasonable, as it is the same
amount as is charged for transactions in other ETFs. The assessment of
the fee is equitable and not unfairly discriminatory because it is
designed and intended to attract additional order flow in EEM to the
Exchange, which would increase liquidity and benefit all market
participants, and because the same fee is assessed similar transactions
in nearly all other ETFs.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
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 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
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 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)
of the Act \9\ and subparagraph (f)(2) of Rule 19b-4 \10\ thereunder.
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.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78s(b)(3)(A).
\10\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
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-2011-097 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-2011-097. 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 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 offices 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-CBOE-2011-097, and should be submitted on or before
November 4, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
---------------------------------------------------------------------------
\11\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-26531 Filed 10-13-11; 8:45 am]
BILLING CODE 8011-01-P