Sunshine Act Meeting, 3294-3295 [2012-1408]
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Federal Register / Vol. 77, No. 14 / Monday, January 23, 2012 / Notices
Company are invested and these
companies are valued in the same way
for MSC, the Company, and MSMF.
Additionally, applicants assert that,
because the Shares issued by the
Company in exchange for the additional
interests in MSC will be valued at or
higher than the applicable NAV per
share of the Company at the time of the
Purchases, shareholders of the Company
will not experience dilution in the NAV
per share of the Company’s common
stock in connection with the Purchases.
Furthermore, applicants note that the
Company will merely be acquiring
additional interests in a company (MSC)
in which it already owns a majority
interest and will be doing so at a price
calculated using the same formula
which was used to acquire its current
majority interest.
6. For these reasons, applicants
represent that the terms of the Purchases
meet the standards set forth in section
57(c).
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–1166 Filed 1–20–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66164; File No. 4–645]
Comment Request for Study
Regarding Financial Literacy Among
Investors
Securities and Exchange
Commission.
ACTION: Request for comment.
AGENCY:
In connection with a study
regarding financial literacy among
investors as mandated by Section 917 of
the Dodd-Frank Wall Street Reform and
Consumer Protection Act of 2010 (the
‘‘Dodd-Frank Act’’), the Securities and
Exchange Commission is requesting
public comment on the following:
methods to improve the timing, content,
and format of disclosures to investors
with respect to financial intermediaries,
investment products, and investment
services; the most useful and
understandable relevant information
that retail investors need to make
informed financial decisions before
engaging a financial intermediary or
purchasing an investment product or
service that is typically sold to retail
investors, including shares of registered
open-end investment companies; and
methods to increase the transparency of
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SUMMARY:
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expenses and conflicts of interests in
transactions involving investment
services and products, including shares
of registered open-end investment
companies.
DATES: Comments should be received on
or before March 23, 2012.
ADDRESSES: Comments may be
submitted by any of the following
methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/other.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number 4–645 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 4–645. This file number should
be included on the subject line if email
is used. To help us 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). Comments are also
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. All comments received
will be posted without change; we do
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly.
FOR FURTHER INFORMATION CONTACT: Lori
J. Schock, Director, (202) 551–6500 or
Mary S. Head, Deputy Director, (202)
551–6500, Office of Investor Education
and Advocacy, Securities and Exchange
Commission, 100 F Street, NE.
Washington, DC 20549–2551.
SUPPLEMENTARY INFORMATION: Section
917 of the Dodd-Frank Act requires the
Commission to conduct a study
regarding financial literacy (the
‘‘Study’’) among investors and submit a
report on the study to the Senate
Committee on Banking, Housing, and
Urban Affairs and the House of
Representatives Committee on Financial
Services no later than two years after
enactment of the Dodd-Frank Act, that
is, by July 21, 2012.
The provisions of Section 917(a) of
the Dodd-Frank Act require that the
Study include a number of specific
components. In particular, Sections
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917(a)(2)–(4) of the Dodd-Frank Act
require that the Study identify:
(i) Methods to improve the timing,
content, and format of disclosures to
investors with respect to financial
intermediaries, investment products,
and investment services;
(ii) The most useful and
understandable relevant information
that retail investors need to make
informed financial decisions before
engaging a financial intermediary or
purchasing an investment product or
service that is typically sold to retail
investors, including shares of registered
open-end investment companies
(‘‘mutual funds’’); and
(iii) Methods to increase the
transparency of expenses and conflicts
of interest in transactions involving
investment services and products,
including shares of mutual funds.
As part of its study of the issues
raised in Sections 917(a)(2)–(4) of the
Dodd-Frank Act, the Commission’s
Office of Investor Education and
Advocacy is conducting investor testing
using qualitative and quantitative public
opinion research methods. In addition,
the Commission is soliciting public
comment on each of the issues
identified in Sections 917(a)(2)–(4) of
the Dodd-Frank Act.1 All interested
parties are invited to submit their views
on one or more of these issues.
Comments will be of greatest assistance
if accompanied by supporting data and
analysis.
By the Commission.
Dated: January 17, 2012.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2012–1137 Filed 1–20–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
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 Thursday, January 26, 2012 at 2 p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
1 In April 2011, pursuant to Section 917(a)(5) of
the Dodd-Frank Act, the Commission formally
solicited public comment regarding the most
effective existing private and public efforts to
educate investors and has received more than 80
public comments. See Securities Exchange Act
Release No. 64306 (April 19, 2011), [76 FR 22740
(April 22, 2011)]. The public comments are
available at https://www.sec.gov/comments/4-626/4626.shtml.
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Federal Register / Vol. 77, No. 14 / Monday, January 23, 2012 / Notices
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 Gallagher, 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 Thursday,
January 26, 2012 will be:
Institution and settlement of injunctive
actions; Institution and settlement of
administrative proceedings; Other matters
relating to enforcement proceedings; and
An adjudicatory matter.
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: January 19, 2012.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2012–1408 Filed 1–19–12; 4:15 pm]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66169; File No. SR–ISE–
2012–01]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Relating to Fees and Rebates
TKELLEY on DSK3SPTVN1PROD with NOTICES
January 17, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Exchange Act’’) 1 and Rule 19b–4
thereunder,2 notice is hereby given that,
on January 3, 2012, 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
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The ISE is proposing to (i) amend the
threshold levels and rebate amounts for
Qualified Contingent Cross (‘‘QCC’’)
orders and Solicitation orders, (ii) lower
the service fee for QCC orders in the
Exchange’s fee cap program, and (iii)
increase the ‘‘take’’ fee for certain
customer orders that remove liquidity in
a select group of options classes. 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
BILLING CODE 8011–01–P
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comments on the proposed rule change
from interested persons.
1. Purpose
The purpose of this proposed rule
change is to (i) amend the threshold
levels and rebate amounts for QCC and
Solicitation orders, and (ii) lower the
service fee for QCC orders in the
Exchange’s fee cap program, both of
which are designed to encourage
Members to submit greater numbers of
QCC orders and Solicitation orders to
the Exchange. The Exchange currently
provides a rebate to Members who reach
a certain volume threshold in QCC
orders and/or Solicitation orders during
a month.3 Once a Member reaches the
volume threshold, the Exchange
provides a rebate to that Member for all
of its QCC and Solicitation traded
contracts for that month. The rebate is
3 See Exchange Act Release Nos. 65087 (August
10, 2011), 76 FR 50783 (August 16, 2011) (SR–ISE–
2011–47); 65583 (October 18, 2011), 76 FR 65555
(October 21, 2011) (SR–ISE–2011–68); 65705
(November 8, 2011), 76 FR 70789 (November 15,
2011) (SR–ISE–2011–70); and 65898 (December 6,
2011), 76 FR 77279 (December 12, 2011) (SR–ISE–
2011–78).
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3295
paid to the Member entering a
qualifying order, i.e., a QCC order and/
or a Solicitation order. The rebate
applies to QCC orders and Solicitation
orders in all symbols traded on the
Exchange. Additionally, the threshold
levels are based on the originating side
so if, for example, a Member submits a
Solicitation order for 1,000 contracts, all
1,000 contracts are counted to reach the
established threshold even if the order
is broken up and executed with
multiple counter parties.
The current volume threshold and
corresponding rebate per contract is:
Originating contract sides
0–199,999 .................................
200,000–999,999 ......................
1,000,000–1,699,999 ................
1,700,000–1,999,999 ................
2,000,000+ ................................
Rebate per
contract
$0.00
0.02
0.03
0.04
0.05
The Exchange now proposes to amend
the current tiers by: (1) Increasing the
rebate amount for the second tier
(200,000–999,999 contracts) from $0.02
per contract to $0.05 per contract; (2)
adjusting the third tier (1,000,000–
1,699,999 contracts) so that it becomes
1,000,000–1,599,999 contracts and
increasing the rebate amount for the
adjusted third tier from $0.03 per
contract to $0.08 per contract; (3)
eliminating the fourth tier (1,700,000–
1,999,999 contracts), in its entirety; and
(4) adjusting the last tier (2,000,000+
contracts) so that it becomes 1,600,000+
contracts and increasing the rebate
amount for the adjusted last tier from
$0.05 per contract to $0.10 per contract.
With the proposed changes to the tiers,
the Exchange is attempting to strike the
right balance between the number of
qualifying contracts and its
corresponding rebate to ensure that the
incentive program achieves its intended
purpose of attracting greater order flow
from its Members. The proposed
changes to this tier-based rebate
program is also a competitive response
to recent changes proposed by a
competitor exchange to rebates it offers
for QCC transactions executed on that
exchange.4
With the proposed amended tiers, the
volume threshold and corresponding
rebate per contract will be as follows:
Originating contract sides
0–199,999 .................................
200,000–999,999 ......................
Rebate per
contract
$0.00
0.05
4 See Options Trader Alert #2011—72 NASDAQ
OMX PHLX, Inc. (‘‘PHLX’’) and Nasdaq Options
Market (‘‘NOM’’) Update Pricing Effective January
3, 2012.
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Agencies
[Federal Register Volume 77, Number 14 (Monday, January 23, 2012)]
[Notices]
[Pages 3294-3295]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-1408]
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SECURITIES AND EXCHANGE COMMISSION
Sunshine Act Meeting
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 Thursday, January
26, 2012 at 2 p.m.
Commissioners, Counsel to the Commissioners, the Secretary to the
Commission, and recording secretaries
[[Page 3295]]
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 Gallagher, 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 Thursday,
January 26, 2012 will be:
Institution and settlement of injunctive actions; Institution and
settlement of administrative proceedings; Other matters relating to
enforcement proceedings; and An adjudicatory matter.
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: January 19, 2012.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2012-1408 Filed 1-19-12; 4:15 pm]
BILLING CODE 8011-01-P