Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Fees and Rebates for Certain Orders Executed on the Exchange, 63964-63966 [2011-26535]
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63964
Federal Register / Vol. 76, No. 199 / Friday, October 14, 2011 / Notices
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Elizabeth M. Murphy,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[FR Doc. 2011–26525 Filed 10–13–11; 8:45 am]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Relating to Fees and Rebates
for Certain Orders Executed on the
Exchange
[Release No. 34–65522; File No. SR–ISE–
2011–56]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
October 7, 2011.
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a Closed Meeting
on Wednesday, October 19, 2011 at 10
a.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (5), (7), 9(ii)
and (10), permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Aguilar, as duty
officer, voted to consider the items
listed for the Closed Meeting in a closed
session.
The subject matter of the Closed
Meeting scheduled for Wednesday,
October 19, 2011 will be:
Institution of administrative proceedings;
and other matters relating to enforcement
proceedings.
tkelley on DSK3SPTVN1PROD with NOTICES
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact:
The Office of the Secretary at (202)
551–5400.
Dated: October 12, 2011.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–26797 Filed 10–12–11; 4:15 pm]
BILLING CODE 8011–01–P
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that, on
September 23, 2011, the International
Securities Exchange, LLC (the
‘‘Exchange’’ or the ‘‘ISE’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The ISE is proposing to amend
transaction fees and rebates for certain
orders executed on the Exchange. The
text of the proposed rule change is
available on the Exchange’s Web site
(https://www.ise.com), at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange currently assesses a per
contract transaction charge to market
1 15
2 17
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PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00064
Fmt 4703
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participants that add or remove
liquidity from the Exchange (‘‘maker/
taker fees’’) in 103 options classes (the
‘‘Select Symbols’’).3 For removing
liquidity in the Select Symbols, the
Exchange currently charges a take fee of:
(i) $0.25 per contract for Market Maker
and Market Maker Plus orders.4 The
Exchange now proposes to change the
take fees for Market Maker and Market
Maker Plus orders in the Select Symbols
from $0.25 per contract to $0.26 per
contract.
As an incentive for members to direct
customer order flow to the Exchange,
Priority Customer complex orders in a
select number of options classes
(‘‘Designated Symbols’’),5 currently
receive a rebate of $0.26 per contract on
3 Options classes subject to maker/taker fees are
identified by their ticker symbol on the Exchange’s
Schedule of Fees. See Securities Exchange Act
Release Nos. 61869 (April 7, 2010), 75 FR 19449
(April 14, 2010) (SR–ISE–2010–25), 62048 (May 6,
2010), 75 FR 26830 (May 12, 2010) (SR–ISE–2010–
43), 62282 (June 11, 2010), 75 FR 34499 (June 17,
2010) (SR–ISE–2010–54), 62319 (June 17, 2010), 75
FR 36134 (June 24, 2010) (SR–ISE–2010–57), 62508
(July 15, 2010), 75 FR 42809 (July 22, 2010) (SR–
ISE–2010–65), 62507 (July 15, 2010), 75 FR 42802
(July 22, 2010) (SR–ISE–2010–68), 62665 (August 9,
2010), 75 FR 50015 (August 16, 2010) (SR–ISE–
2010–82), 62805 (August 31, 2010), 75 FR 54682
(September 8, 2010) (SR–ISE–2010–90), 63283
(November 9, 2010), 75 FR 70059 (November 16,
2010) (SR–ISE–2010–106), 63534 (December 13,
2010), 75 FR 79433 (December 20, 2010) (SR–ISE–
2010–114); 63664 (January 6, 2011), 76 FR 2170
(January 12, 2011) (SR–ISE–2010–120); 64303
(April 15, 2011), 76 FR 22425 (April 21, 2011) (SR–
ISE–2011–18); 64992 (July 29, 2011), 76 FR 47279
(August 4, 2011) (SR–ISE–2011–43); 65021 (August
3, 2011), 76 FR 48933 (August 9, 2011) (SR–ISE–
2011–45); 65087 (August 10, 2011), 76 FR 50783
(August 16, 2011) (SR–ISE–2011–47); 65327
(September 13, 2011), 76 FR 58068 (September 19,
2011) (SR–ISE–2011–48); 65084 (August 10, 2011),
76 FR 50805 (September August 16, 2011) (SR–ISE–
2011–49); and 65297 (September 8, 2011), 76 FR
56844 (September 14, 2011) (SR–ISE–2011–54).
4 A Market Maker Plus is a market maker who is
on the National Best Bid or National Best Offer 80%
of the time for series trading between $0.03 and
$5.00 (for options whose underlying stock’s
previous trading day’s last sale price was less than
or equal to $100) and between $0.10 and $5.00 (for
options whose underlying stock’s previous trading
day’s last sale price was greater than $100) in
premium in each of the front two expiration months
and 80% of the time for series trading between
$0.03 and $5.00 (for options whose underlying
stock’s previous trading day’s last sale price was
less than or equal to $100) and between $0.10 and
$5.00 (for options whose underlying stock’s
previous trading day’s last sale price was greater
than $100) in premium across all expiration months
in order to receive the rebate. The Exchange
determines whether a market maker qualifies as a
Market Maker Plus at the end of each month by
looking back at each market maker’s quoting
statistics during that month. If at the end of the
month, a market maker meets the Exchange’s stated
criteria, the Exchange rebates $0.10 per contract for
transactions executed by that market maker during
that month. The Exchange provides market makers
a report on a daily basis with quoting statistics so
that market makers can determine whether or not
they are meeting the Exchange’s stated criteria.
5 The Designated Symbols are AAPL, BAC, C, F,
GLD, INTC, IWM, JPM, QQQ, SLV, SPY and XLF.
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Federal Register / Vol. 76, No. 199 / Friday, October 14, 2011 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
all legs when these orders trade with
non-customer orders in the Exchange’s
complex order book. The Exchange
proposes to increase this rebate to $0.27
per contract. The Exchange believes it is
necessary to increase the rebate for
Priority Customer complex orders in the
Designated Symbols in order to
continue to attract Priority Customer
complex order flow to the Exchange as
NASDAQ OMX PHLX, Inc. (‘‘PHLX’’)
recently increased a similar rebate from
$0.26 to $0.27 per contract.6
2. Statutory Basis
The Exchange believes that its
proposal to amend its Schedule of Fees
is consistent with Section 6(b) of the
Securities and Exchange Act of 1934
(the ‘‘Act’’) 7 in general, and furthers the
objectives of Section 6(b)(4) of the Act 8
in particular, in that it is an equitable
allocation of reasonable dues, fees and
other charges among Exchange members
and other persons using its facilities.
The impact of the proposal upon the net
fees paid by a particular market
participant will depend on a number of
variables, most important of which will
be its propensity to add or remove
liquidity in options overlying the Select
Symbols and Designated Symbols, as
applicable.
The Exchange believes that the
proposed rebate for options overlying
the Designated Symbols remain
competitive with fees charged by other
exchanges and are therefore reasonable
and equitably allocated to those
members that opt to direct orders to the
Exchange rather than to a competing
exchange. The Exchange believes that
its proposal to assess a $0.26 per
contract take fee for Market Maker and
Market Maker Plus orders in the Select
Symbols is reasonable and equitably
allocated because the fee is within the
range of fees assessed by other
exchanges employing similar pricing
schemes and the proposed nominal
increase will bring this fee closer to the
fee the Exchange currently charges to
other market participants that employ a
similar trading strategy. The Exchange
further notes that with this proposed
increase, the fee charged to Market
Maker and Market Maker Plus orders
will remain lower than the fee currently
charged by the Exchange to other market
participants. The Exchange believes that
the price differentiation between the
various market participants is justified
because market makers have obligations
to the market that the other market
6 See Securities and Exchange Act Release No.
65312 (September 9, 2011) (SR–PHLX–2011–126).
7 15 U.S.C. 78f(b).
8 15 U.S.C. 78f(b)(4).
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Jkt 226001
participants do not. The Exchange
believes that it is equitable to assess a
nominally higher fee to market
participants that do not have the
quoting requirements that Exchange
market makers do.
The Exchange also believes that it is
reasonable and equitable to provide a
rebate for Priority Customer complex
orders in the Designated Symbols
because paying a rebate would continue
to attract additional order flow to the
Exchange and thereby create liquidity in
the Designated Symbols that ultimately
will benefit all market participants who
trade on the Exchange. The proposed
increased rebate of $0.27 per contract
for Priority Customer complex orders in
the Designated Symbols is identical to a
proposal recently submitted by PHLX.9
Moreover, the Exchange believes that
the proposed fees are fair, equitable and
not unfairly discriminatory because the
proposed fees are consistent with price
differentiation that exists today at other
options exchanges. Additionally, the
Exchange believes it remains an
attractive venue for market participants
to trade complex orders despite its
proposed fee change as its fees remain
competitive with those charged by other
exchanges for similar trading strategies.
The Exchange operates in a highly
competitive market in which market
participants can readily direct order
flow to another exchange if they deem
fee levels at a particular exchange to be
excessive. For the reasons noted above,
the Exchange believes that the proposed
fees are fair, equitable and not unfairly
discriminatory.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.10 At any time
9 See
10 15
PO 00000
supra note 6.
U.S.C. 78s(b)(3)(A)(ii).
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63965
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
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–ISE–2011–56 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–ISE–2011–56. 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 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
E:\FR\FM\14OCN1.SGM
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63966
Federal Register / Vol. 76, No. 199 / Friday, October 14, 2011 / Notices
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2011–56 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. 2011–26535 Filed 10–13–11; 8:45 am]
The Exchange is proposing to amend
NYSE Amex Options Rule 975NY
(Obvious and Catastrophic Errors) as
described below.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65505; File No. SR–
NYSEAmex–2011–76]
Applicability
Self-Regulatory Organizations; NYSE
Amex LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending NYSE Amex
Options Rule 975NY (Obvious and
Catastrophic Errors)
October 6, 2011.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on
September 29, 2011, NYSE Amex LLC
(the ‘‘Exchange’’ or ‘‘NYSE Amex’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
tkelley on DSK3SPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Amex Options Rule 975NY
(Obvious and Catastrophic Errors). The
text of the proposed rule change is
available at the Exchange, the
Commission’s Public Reference Room,
and https://www.nyse.com.
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,
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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Jkt 226001
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
BILLING CODE 8011–01–P
11 17
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.
The Exchange proposes to amend
Rule 975NY to reflect that, unless
otherwise stated, the provisions therein
are applicable to electronic transactions
only.4
Erroneous Prints & Quotes in the
Underlying Security
The Exchange proposes to make the
following changes relating to erroneous
prints or quotes in the underlying
security: 5
1. Adjustments
Rule 975NY(a)(4) currently provides
only for nullifications with respect to
erroneous prints, whereas Rule
975NY(a)(5) provides for nullifications
and adjustments for erroneous quotes.
For consistency, the Exchange proposes
to amend Rule 975NY(a)(4) to allow for
adjustments and nullifications of
erroneous prints in the underlying
4 Rule 975NY was originally substantially based
on Rule 6.87 of NYSE Arca Inc. (‘‘NYSE Arca’’) and
was adopted in conjunction with new rules for the
implementation of a new Exchange trading platform
for options. See Securities Exchange Act Release
No. 59472 (February 27, 2009), 74 FR 9843 (March
6, 2009) (SR–NYSEALTR–2008–14). Rule 975NY
replaced then-existing Exchange Rules 936 and
936C. See Securities Exchange Act Release Nos.
59454 (February 25, 2009), 74 FR 9461 (March 4,
2009) (SR–NYSEALTR–2009–17) and 59660 (March
31, 2009), 74 FR 15802 (April 7, 2009) (SR–
NYSEAmex–2009–03). NYSE Arca Rule 6.87 was
originally applicable to the NYSE Arca ‘‘Auto-Ex’’
electronic system, not manual or open-outcry
trading, and has been amended on an incremental
basis over time. See, e.g., Securities Exchange Act
Release Nos. 48538 (September 25, 2003), 68 FR
56858 (October 2, 2003) (SR–PCX–2002–01); 50549
(October 15, 2004), 69 FR 62107 (October 22, 2004)
(SR–PCX–2004–87); and 53221 (February 3, 2006),
71 FR 6811(February 9, 2006) (SR–PCX–2005–102).
5 See Rule 975NY(a)(4) and (5). The changes to
these provisions are based on Chicago Board
Options Exchange (‘‘CBOE’’) Rule 6.25. See
Securities Exchange Act Release No. 59981 (May
27, 2009), 74 FR 26447 (June 2, 2009) (SR–CBOE–
2009–024).
PO 00000
Frm 00066
Fmt 4703
Sfmt 4703
security.6 The Exchange also proposes
to clarify that such adjustment or
nullification would be in the same
manner and subject to the same
conditions as set forth in Rule
975NY(a)(3) for Obvious Errors.
2. Average Quote Width
Rule 975NY(a)(4) and (5) currently
provide that the ‘‘average quote width’’
thereunder is determined by adding the
quote widths of each separate quote
during the two minute time period
before and after the erroneous print or
erroneous quote. The Exchange
proposes to revise the provisions used
to determine the average quote width
and instead make such a determination
by adding the quote widths of sample
quotations at regular 15-second intervals
during the two minute time period
before and after the erroneous quote or
print. Such a change would make the
administration of Rule 975NY(a)(4) and
(5) less time consuming and
burdensome, while also aligning the
Exchange’s method of calculation with
the methods used by other options
exchanges.7
3. Designation of Underlying Security or
Market
The erroneous print and quote
provisions of Rule 975NY(a)(4) and (5)
currently only address the security
underlying the particular option. The
Exchange proposes to modify these
provisions to allow the Exchange to
designate the applicable underlying
security(ies) or related instruments for
any option.8
Under the revised rule, the Exchange
would identify the particular underlying
security—or with respect to ETF(s),
HOLDRS(s), and index options the
related instrument(s) that would be used
to determine an erroneous print or
quote—and would also identify the
relevant market(s) trading the
underlying security or related
instrument to which the Exchange
would look for purposes of applying the
obvious error analysis. The ‘‘related
instrument(s)’’ may include related
ETF(s), HOLDRS(s), and/or index
value(s),9 and/or related futures
product(s),10 and the ‘‘relevant
6 See,
e.g., CBOE Rule 6.25(a)(4).
e.g., CBOE Rule 6.25(a)(4)(ii) and CBOE
Rule 6.25(a)(5)(ii).
8 See, e.g., CBOE Rule 6.25(a)(4) and CBOE Rule
6.25(a)(5).
9 An ‘‘index value’’ is the value of an index as
calculated and reported by the index’s reporting
authority. Use of an index value would only be
applicable for purposes of identifying an erroneous
print in the underlying security (and not an
erroneous quote).
10 The Exchange is only proposing that it may
designate underlying or related ETF(s), HOLDRS(s),
7 See,
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Agencies
[Federal Register Volume 76, Number 199 (Friday, October 14, 2011)]
[Notices]
[Pages 63964-63966]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-26535]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65522; File No. SR-ISE-2011-56]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change Relating to Fees and Rebates for Certain Orders Executed on the
Exchange
October 7, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that, on September 23, 2011, the International Securities Exchange, LLC
(the ``Exchange'' or the ``ISE'') filed with the Securities and
Exchange Commission (the ``Commission'') the proposed rule change as
described in Items I and II below, which Items have been prepared by
the Exchange. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE is proposing to amend transaction fees and rebates for
certain orders executed on the Exchange. The text of the proposed rule
change is available on the Exchange's Web site (https://www.ise.com), at
the principal office of the Exchange, and at the Commission's Public
Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in sections A, B and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange currently assesses a per contract transaction charge
to market participants that add or remove liquidity from the Exchange
(``maker/taker fees'') in 103 options classes (the ``Select
Symbols'').\3\ For removing liquidity in the Select Symbols, the
Exchange currently charges a take fee of: (i) $0.25 per contract for
Market Maker and Market Maker Plus orders.\4\ The Exchange now proposes
to change the take fees for Market Maker and Market Maker Plus orders
in the Select Symbols from $0.25 per contract to $0.26 per contract.
---------------------------------------------------------------------------
\3\ Options classes subject to maker/taker fees are identified
by their ticker symbol on the Exchange's Schedule of Fees. See
Securities Exchange Act Release Nos. 61869 (April 7, 2010), 75 FR
19449 (April 14, 2010) (SR-ISE-2010-25), 62048 (May 6, 2010), 75 FR
26830 (May 12, 2010) (SR-ISE-2010-43), 62282 (June 11, 2010), 75 FR
34499 (June 17, 2010) (SR-ISE-2010-54), 62319 (June 17, 2010), 75 FR
36134 (June 24, 2010) (SR-ISE-2010-57), 62508 (July 15, 2010), 75 FR
42809 (July 22, 2010) (SR-ISE-2010-65), 62507 (July 15, 2010), 75 FR
42802 (July 22, 2010) (SR-ISE-2010-68), 62665 (August 9, 2010), 75
FR 50015 (August 16, 2010) (SR-ISE-2010-82), 62805 (August 31,
2010), 75 FR 54682 (September 8, 2010) (SR-ISE-2010-90), 63283
(November 9, 2010), 75 FR 70059 (November 16, 2010) (SR-ISE-2010-
106), 63534 (December 13, 2010), 75 FR 79433 (December 20, 2010)
(SR-ISE-2010-114); 63664 (January 6, 2011), 76 FR 2170 (January 12,
2011) (SR-ISE-2010-120); 64303 (April 15, 2011), 76 FR 22425 (April
21, 2011) (SR-ISE-2011-18); 64992 (July 29, 2011), 76 FR 47279
(August 4, 2011) (SR-ISE-2011-43); 65021 (August 3, 2011), 76 FR
48933 (August 9, 2011) (SR-ISE-2011-45); 65087 (August 10, 2011), 76
FR 50783 (August 16, 2011) (SR-ISE-2011-47); 65327 (September 13,
2011), 76 FR 58068 (September 19, 2011) (SR-ISE-2011-48); 65084
(August 10, 2011), 76 FR 50805 (September August 16, 2011) (SR-ISE-
2011-49); and 65297 (September 8, 2011), 76 FR 56844 (September 14,
2011) (SR-ISE-2011-54).
\4\ A Market Maker Plus is a market maker who is on the National
Best Bid or National Best Offer 80% of the time for series trading
between $0.03 and $5.00 (for options whose underlying stock's
previous trading day's last sale price was less than or equal to
$100) and between $0.10 and $5.00 (for options whose underlying
stock's previous trading day's last sale price was greater than
$100) in premium in each of the front two expiration months and 80%
of the time for series trading between $0.03 and $5.00 (for options
whose underlying stock's previous trading day's last sale price was
less than or equal to $100) and between $0.10 and $5.00 (for options
whose underlying stock's previous trading day's last sale price was
greater than $100) in premium across all expiration months in order
to receive the rebate. The Exchange determines whether a market
maker qualifies as a Market Maker Plus at the end of each month by
looking back at each market maker's quoting statistics during that
month. If at the end of the month, a market maker meets the
Exchange's stated criteria, the Exchange rebates $0.10 per contract
for transactions executed by that market maker during that month.
The Exchange provides market makers a report on a daily basis with
quoting statistics so that market makers can determine whether or
not they are meeting the Exchange's stated criteria.
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As an incentive for members to direct customer order flow to the
Exchange, Priority Customer complex orders in a select number of
options classes (``Designated Symbols''),\5\ currently receive a rebate
of $0.26 per contract on
[[Page 63965]]
all legs when these orders trade with non-customer orders in the
Exchange's complex order book. The Exchange proposes to increase this
rebate to $0.27 per contract. The Exchange believes it is necessary to
increase the rebate for Priority Customer complex orders in the
Designated Symbols in order to continue to attract Priority Customer
complex order flow to the Exchange as NASDAQ OMX PHLX, Inc. (``PHLX'')
recently increased a similar rebate from $0.26 to $0.27 per
contract.\6\
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\5\ The Designated Symbols are AAPL, BAC, C, F, GLD, INTC, IWM,
JPM, QQQ, SLV, SPY and XLF.
\6\ See Securities and Exchange Act Release No. 65312 (September
9, 2011) (SR-PHLX-2011-126).
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2. Statutory Basis
The Exchange believes that its proposal to amend its Schedule of
Fees is consistent with Section 6(b) of the Securities and Exchange Act
of 1934 (the ``Act'') \7\ in general, and furthers the objectives of
Section 6(b)(4) of the Act \8\ in particular, in that it is an
equitable allocation of reasonable dues, fees and other charges among
Exchange members and other persons using its facilities. The impact of
the proposal upon the net fees paid by a particular market participant
will depend on a number of variables, most important of which will be
its propensity to add or remove liquidity in options overlying the
Select Symbols and Designated Symbols, as applicable.
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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the proposed rebate for options
overlying the Designated Symbols remain competitive with fees charged
by other exchanges and are therefore reasonable and equitably allocated
to those members that opt to direct orders to the Exchange rather than
to a competing exchange. The Exchange believes that its proposal to
assess a $0.26 per contract take fee for Market Maker and Market Maker
Plus orders in the Select Symbols is reasonable and equitably allocated
because the fee is within the range of fees assessed by other exchanges
employing similar pricing schemes and the proposed nominal increase
will bring this fee closer to the fee the Exchange currently charges to
other market participants that employ a similar trading strategy. The
Exchange further notes that with this proposed increase, the fee
charged to Market Maker and Market Maker Plus orders will remain lower
than the fee currently charged by the Exchange to other market
participants. The Exchange believes that the price differentiation
between the various market participants is justified because market
makers have obligations to the market that the other market
participants do not. The Exchange believes that it is equitable to
assess a nominally higher fee to market participants that do not have
the quoting requirements that Exchange market makers do.
The Exchange also believes that it is reasonable and equitable to
provide a rebate for Priority Customer complex orders in the Designated
Symbols because paying a rebate would continue to attract additional
order flow to the Exchange and thereby create liquidity in the
Designated Symbols that ultimately will benefit all market participants
who trade on the Exchange. The proposed increased rebate of $0.27 per
contract for Priority Customer complex orders in the Designated Symbols
is identical to a proposal recently submitted by PHLX.\9\
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\9\ See supra note 6.
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Moreover, the Exchange believes that the proposed fees are fair,
equitable and not unfairly discriminatory because the proposed fees are
consistent with price differentiation that exists today at other
options exchanges. Additionally, the Exchange believes it remains an
attractive venue for market participants to trade complex orders
despite its proposed fee change as its fees remain competitive with
those charged by other exchanges for similar trading strategies. The
Exchange operates in a highly competitive market in which market
participants can readily direct order flow to another exchange if they
deem fee levels at a particular exchange to be excessive. For the
reasons noted above, the Exchange believes that the proposed fees are
fair, equitable and not unfairly discriminatory.
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\10\ At any time within 60 days of the
filing of the proposed rule change, the Commission summarily may
temporarily suspend such rule change if it appears to the Commission
that such action is necessary or appropriate in the public interest,
for the protection of investors, or otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\10\ 15 U.S.C. 78s(b)(3)(A)(ii).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-ISE-2011-56 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2011-56. 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 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
[[Page 63966]]
Commission does not edit personal identifying information from
submissions. You should submit only information that you wish to make
available publicly. All submissions should refer to File Number SR-ISE-
2011-56 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\
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\11\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-26535 Filed 10-13-11; 8:45 am]
BILLING CODE 8011-01-P