Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing of Proposed Rule Change Amending NYSE Arca Equities Rule 7.45 Adding a New Paragraph (d) That Addresses the Authority of the Exchange or Archipelago Securities LLC To Cancel Orders When a Technical or Systems Issue Occurs and Describe the Operation of an Error Account for Arca Securities, 19401-19405 [2012-7629]
Download as PDF
Federal Register / Vol. 77, No. 62 / Friday, March 30, 2012 / Notices
Commission noted that if the
Combination is not consummated, the
Holdco Proposal would not become
effective.
On February 2, 2012, following the
European Commission’s decision to
prohibit the Combination, NYSE
¨
Euronext and Deutsche Borse agreed to
terminate the Business Combination
Agreement, dated as of February 15,
2011, as amended by Amendment No. 1
dated as of May 2, 2011 and by
Amendment No. 2 dated as of June 16,
2011, by and among NYSE Euronext,
¨
Deutsche Borse, Holdco and Pomme
Merger Corporation, a Delaware
corporation and newly formed wholly
owned subsidiary of Holdco.
Accordingly, the Combination
contemplated by the Holdco Proposal
will not be completed and, therefore,
the Holdco Proposal conditionally
approved by the Commission will not
become effective.
2. Statutory Basis
The Exchange believes that this filing
is consistent with Section 6(b) 8 of the
Securities Exchange Act of 1934 (the
‘‘Exchange Act’’) in general, and
furthers the objectives of Section
6(b)(5) 9 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system. Specifically, the Exchange
believes that the Proposed Rule Change
will clarify the corporate structure of the
Exchange, which will promote just and
equitable principles of trade and help to
protect investors and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
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The Exchange does not believe that
the Proposed Rule Change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Exchange Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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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 email to rulecomments@sec.gov. Please include File
Number SR–EDGX–2012–10 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–EDGX–2012–10. This file
number should be included on the
subject line if email 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
10 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written notice of its
intent to file the proposed rule change, along with
a brief description and text of the proposed rule
change, at least five business days prior to the date
of filing of the proposed rule change, or such
shorter time as designated by the Commission. The
Exchange has fulfilled this requirement.
11 17
The Exchange has neither solicited
nor received written comments on the
Proposed Rule Change.
8 15
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change: (1) Does not significantly affect
the protection of investors or the public
interest; (2) does not impose any
significant burden on competition; and
(3) by its terms, does not become
operative for 30 days after the date of
this filing, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest, the proposed rule
change has become effective pursuant to
Section 19(b)(3)(A) of the Act 10 and
Rule 19b–4(f)(6) thereunder.11
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 Exchange Act.
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19401
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
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–EDGX–
2012–10 and should be submitted on or
before April 20, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–7630 Filed 3–29–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66656; File No. SR–
NYSEArca–2012–22]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change Amending NYSE Arca
Equities Rule 7.45 Adding a New
Paragraph (d) That Addresses the
Authority of the Exchange or
Archipelago Securities LLC To Cancel
Orders When a Technical or Systems
Issue Occurs and Describe the
Operation of an Error Account for Arca
Securities
March 26, 2012.
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 March
15, 2012, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
12 17
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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Federal Register / Vol. 77, No. 62 / Friday, March 30, 2012 / Notices
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.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to amend
NYSE Arca Equities Rule 7.45 by adding
a new paragraph (d) that addresses the
authority of the Exchange or
Archipelago Securities LLC (‘‘Arca
Securities’’) to cancel orders when a
technical or systems issue occurs and to
describe the operation of an error
account for Arca Securities. The text of
the proposed rule change is available at
the Exchange, the Commission’s Public
Reference Room, and www.nyse.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and the
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
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1. Purpose
The Exchange proposes to amend
NYSE Arca Equities Rule 7.45 by adding
a new paragraph (d) that addresses the
authority of the Exchange or Arca
Securities to cancel orders when a
technical or systems issue occurs and to
describe the operation of an error
account for Arca Securities.4
4 Arca Securities is a facility of the Exchange.
Accordingly, under NYSE Arca Equities Rule 7.45,
the Exchange is responsible for filing with the
Commission rule changes and fees relating to Arca
Securities’ functions. In addition, the Exchange is
using the phrase ‘‘Arca Securities or the Exchange’’
in this rule filing to reflect the fact that a decision
to take action with respect to orders affected by a
technical or systems issue may be made in the
capacity of Arca Securities or the Exchange
depending on where those orders are located at the
time of that decision.
From time to time, the Exchange also uses nonaffiliate third-party broker-dealers to provide
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Arca Securities is the approved
routing broker of the Exchange, subject
to the conditions listed in NYSE Arca
Equities Rule 7.45. The Exchange relies
on Arca Securities to provide outbound
routing services from itself to routing
destinations of Arca Securities (‘‘routing
destinations’’).5 When Arca Securities
routes orders to a routing destination, it
does so by sending a corresponding
order in its own name to the routing
destination. In the normal course,
routed orders that are executed at
routing destinations are submitted for
clearance and settlement in the name of
Arca Securities, and Arca Securities
arranges for any resulting securities
positions to be delivered to the ETP
Holder that submitted the
corresponding order to the Exchange.
However, from time to time, the
Exchange and Arca Securities encounter
situations in which it becomes
necessary to cancel orders and resolve
error positions.6
Examples of Circumstances That May
Lead to Canceled Orders
A technical or systems issue may arise
at Arca Securities, a routing destination,
or the Exchange that may cause the
outbound routing services (i.e., third-party Routing
Brokers). In those cases, orders are submitted to the
third-party Routing Broker through Arca Securities,
the third-party Routing Broker routes the orders to
the routing destination in its name, and any
executions are submitted for clearance and
settlement in the name of Arca Securities so that
any resulting positions are delivered to Arca
Securities upon settlement. As described above,
Arca Securities normally arranges for any resulting
securities positions to be delivered to the ETP
Holder that submitted the corresponding order to
the Exchange. If error positions (as defined in
proposed Rule 7.45(d)(2)) result in connection with
the Exchange’s use of a third-party Routing Broker
for outbound routing, and those positions are
delivered to Arca Securities through the clearance
and settlement process, Arca Securities would be
permitted to resolve those positions in accordance
with proposed Rule 7.45(d). If the third-party
Routing Broker received error positions in
connection with its role as a routing broker for the
Exchange, and the error positions were not
delivered to Arca Securities through the clearance
and settlement process, then the third-party Routing
Broker would resolve the error positions itself, and
Arca Securities would not be permitted to accept
the error positions, as set forth in proposed Rule
7.45(d)(2)(B).
5 The Exchange has also been approved to receive
inbound routes of equities orders by Arca Securities
from the New York Stock Exchange LLC (‘‘NYSE’’)
and NYSE Amex LLC (‘‘NYSE Amex’’). See NYSE
Arca Equities Rule 7.45(c).
6 The examples described in this filing are not
intended to be exclusive. Proposed NYSE Arca
Equities Rule 7.45(d) would provide general
authority for the Exchange or Arca Securities to
cancel orders in order to maintain fair and orderly
markets when technical and systems issues are
occurring, and Rule 7.45(d) also would set forth the
manner in which error positions may [sic] handled
by the Exchange or Arca Securities. The proposed
rule change is not limited to addressing order
cancellation or error positions resulting only from
the specific examples described in this filing.
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Fmt 4703
Sfmt 4703
Exchange or Arca Securities to take
steps to cancel orders if the Exchange or
Arca Securities determines that such
action is necessary to maintain a fair
and orderly market. The examples set
forth below describe some of the
circumstances in which the Exchange or
Arca Securities may decide to cancel
orders.
Example 1. If Arca Securities or a routing
destination experiences a technical or
systems issue that results in Arca Securities
not receiving responses to immediate or
cancel (‘‘IOC’’) orders that it sent to the
routing destination, and that issue is not
resolved in a timely manner, Arca Securities
or the Exchange would seek to cancel the
routed orders affected by the issue.7 For
instance, if Arca Securities experiences a
connectivity issue affecting the manner in
which it sends or receives order messages to
or from routing destinations, it may be
unable to receive timely execution or
cancellation reports from the routing
destinations, and Arca Securities or the
Exchange may consequently seek to cancel
the affected routed orders. Once the decision
is made to cancel those routed orders, any
cancellation that an ETP Holder submitted to
the Exchange on its initial order during such
a situation would be honored.8
Example 2. If the Exchange experiences a
systems issue, the Exchange may take steps
to cancel all outstanding orders affected by
that issue and notify affected ETP holders of
the cancellations. In those cases, the
Exchange would seek to cancel any routed
orders related to the ETP holders’ initial
orders.
Examples of Circumstances That May
Lead to Error Positions
In some instances, the technical or
systems issue at Arca Securities, a
routing destination, the Exchange, or a
non-affiliate third-party Routing Broker
may also result in Arca Securities
acquiring an error position that it must
resolve. The examples set forth below
describe some of the circumstances in
which error positions may arise.
Example A. Error positions may result from
routed orders that the Exchange or Arca
7 In a normal situation (i.e., one in which a
technical or systems issue does not exist), Arca
Securities should receive an immediate response to
an IOC order from a routing destination, and would
pass the resulting fill or cancellation on to the ETP
Holder. After submitting an order that is routed to
a routing destination, if an ETP Holder sends an
instruction to cancel that order, the cancellation is
held by the Exchange until a response is received
from the routing destination. For instance, if the
routing destination executes that order, the
execution would be passed on to the ETP Holder
and the cancellation instruction would be
disregarded.
8 If an ETP Holder did not submit a cancellation
to the Exchange, however, that initial order would
remain ‘‘live’’ and thus be eligible for execution or
posting on the Exchange, and neither the Exchange
nor Arca Securities would treat any execution of
that initial order or any subsequent routed order
related to that initial order as an error.
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Securities attempts to cancel but that are
executed before the routing destination
receives the cancellation message or that are
executed because the routing destination is
unable to process the cancellation message.
Using the situation described in Example 1
above, assume that the Exchange seeks to
cancel orders routed to a routing destination
because it is not receiving timely execution
or cancellation reports from the routing
destination. In such a situation, Arca
Securities may still receive executions from
the routing destination after connectivity is
restored, which it would not then allocate to
ETP Holders because of the earlier decision
to cancel the affected routed orders. Instead,
Arca Securities would post those positions
into its error account and resolve the
positions in the manner described below.
Example B. Error positions may result from
an order processing issue at a routing
destination. For instance, if a routing
destination experienced a systems problem
that affects its order processing, it may
transmit back a message purporting to cancel
a routed order, but then subsequently submit
an execution of that same order (i.e., a
locked-in trade) to The Depository Trust &
Clearing Corporation (‘‘DTCC’’) for clearance
and settlement. In such a situation, the
Exchange would not then allocate the
execution to the ETP Holder because of the
earlier cancellation message from the routing
destination. Instead, Arca Securities would
post those positions into its error account
and resolve the positions in the manner
described below.
Example C. Error positions may result if
Arca Securities receives an execution report
from a routing destination but does not
receive clearing instructions for the
execution from the routing destination. For
instance, assume that an ETP Holder sends
the Exchange an order to buy 100 shares of
ABC stock, which causes Arca Securities to
send an order to a routing destination that is
subsequently executed, cleared and closed
out by that routing destination, and the
execution is ultimately communicated back
to that ETP Holder. On the next trading day
(T+1), if the routing destination does not
provide clearing instructions for that
execution, Arca Securities would still be
responsible for settling that ETP Holder’s
purchase, but would be left with a short
position in its error account.9 Arca Securities
would resolve the position in the manner
described below.
Example D. Error positions may result from
a technical or systems issue that causes
orders to be executed in the name of Arca
Securities that are not related to Arca
Securities’ function as the Exchange’s routing
broker and are not related to any
corresponding orders of ETP Holders. As a
result, Arca Securities would not be able to
assign any positions resulting from such an
issue to ETP Holders. Instead, Arca Securities
would post those positions into its error
account and resolve the positions in the
manner described below.
Example E. Error positions may result from
a technical or systems issue through which
9 To the extent that Arca Securities incurred a loss
in covering its short position, it would submit a
reimbursement claim to that routing destination.
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the Exchange does not receive sufficient
notice that an ETP Holder that has executed
trades on the Exchange has lost the ability to
clear trades through DTCC. In such a
situation, the Exchange would not have valid
clearing information, which would prevent
the trade from being processed pursuant to
Rule 7.41(a). Accordingly, Arca Securities
would assume that ETP Holder’s side of the
trades so that the counterparties can settle
the trades. Arca Securities would post those
positions into its error account and resolve
the positions in the manner described below.
In the circumstances described above,
Arca Securities may not learn about an
error position until T+1, either: (1)
During the clearing process when a
routing destination has submitted to
DTCC a transaction for clearance and
settlement for which Arca Securities
never received an execution
confirmation; or (2) when a routing
destination does not recognize a
transaction submitted by Arca Securities
to DTCC for clearance and settlement.
Moreover, the affected ETP Holders’
trade may not be nullified absent
express authority under Exchange
rules.10
Proposed Amendments to NYSE Arca
Equities Rule 7.45
The Exchange proposes to amend
NYSE Arca Equities Rule 7.45 to add
new paragraph (d) to address the
cancellation of orders due to technical
or systems issues and the use of an error
account by Arca Securities.
Specifically, under paragraph (d)(1) of
the proposed rule, the Exchange or Arca
Securities would be expressly
authorized to cancel orders as may be
necessary to maintain fair and orderly
markets if a technical or systems issue
occurred at the Exchange, Arca
Securities, or a routing destination.11
The Exchange or Arca Securities would
be required to provide notice of the
cancellation to affected ETP Holders as
soon as practicable.
Paragraph (d)(2) of the proposed rule
would permit Arca Securities to
maintain an error account for the
purpose of addressing positions that
result from a technical or systems issue
at Arca Securities, the Exchange, a
routing destination, or a non-affiliate
third-party Routing Broker that affects
one or more orders (‘‘error positions’’).
10 See, e.g., NYSE Arca Equities Rule 7.10
(regarding clearly erroneous executions).
11 Such a situation may not cause the Exchange
to declare self-help against the routing destination
pursuant to Rule 611 of Regulation NMS. If the
Exchange or Arca Securities determines to cancel
orders routed to a routing destination under
proposed Rule 7.45(d), but does not declare selfhelp against that routing destination, the Exchange
would continue to be subject to the trade-through
requirements in Rule 611 with respect to that
routing destination.
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19403
By definition, an error position would
not include any position that results
from an order submitted by an ETP
Holder to the Exchange that is executed
on the Exchange and processed
pursuant to NYSE Arca Rule 7.41(a).12
Arca Securities also would not be
permitted to accept any positions in its
error account from an account of an ETP
Holder and could not permit any ETP
Holder to transfer any positions from
the ETP Holder’s account to Arca
Securities’ error account under the
proposed rule.13 However, if a technical
or systems issue results in the Exchange
not having valid clearing instructions
for an ETP Holder to a trade, Arca
Securities may assume that ETP
Holder’s side of the trade so that the
trade can be processed pursuant to
NYSE Arca Rule 7.41(a).14
Under paragraph (d)(3), in connection
with a particular technical or systems
issue, Arca Securities or the Exchange
would be permitted to either (i) assign
all resulting error positions to ETP
Holders, or (ii) have all resulting error
positions liquidated, as described
below. Any determination to assign or
liquidate error positions, as well as any
resulting assignments, would be
required to be made in a
nondiscriminatory fashion.
Arca Securities or the Exchange
would be required to assign all error
positions resulting from a particular
technical or systems issue to the
applicable ETP Holders affected by that
technical or systems issue if Arca
Securities or the Exchange:
12 As provided in NYSE Arca Equities Rule
7.41(a), ‘‘the details of each transaction executed
within the NYSE Arca Marketplace [the Exchange]
shall be automatically processed for clearance and
settlement on a locked-in basis. ETP Holders need
not separately report their transactions to the
Corporation for trade comparison purposes.’’
13 The purpose of this provision is to clarify that
Arca Securities may address error positions under
the proposed rule that are caused by a technical or
systems issue, but that Arca Securities may not
accept from an ETP Holder positions that are
delivered to the ETP Holder through the clearance
and settlement process, even if those positions may
have been related to a technical or systems issue at
Arca Securities, the Exchange, a routing destination
of Arca Securities, or a non-affiliate third-party
Routing Broker. This provision would not apply,
however, to situations like the one described above
in which Arca Securities incurred a short position
to settle an ETP Holder purchase, as the ETP Holder
did not yet have a position in its account as a result
of the purchase at the time of Arca Securities’
action (i.e., Arca Securities’ action was necessary
for the purchase to settle into the ETP Holder’s
account). Moreover, to the extent an ETP Holder
receives positions pursuant to Rule 7.41(a) in
connection with a technical or systems issue, that
ETP Holder may seek to rely on NYSE Arca Equities
Rule 13.2 if it experiences a loss. That rule provides
ETP Holders with the ability to file claims against
the Exchange ‘‘for the failure of its systems or
facilities.’’
14 See Example E above.
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• Determined that it has accurate and
sufficient information (including valid
clearing information) to assign the
positions to all of the applicable ETP
Holders affected by that technical or
systems issue;
• Determined that it has sufficient
time pursuant to normal clearance and
settlement deadlines to evaluate the
information necessary to assign the
positions to all of the applicable ETP
Holders affected by that technical or
systems issue; and
• Had not determined to cancel all
orders affected by that technical or
systems issue.
For example, a technical or systems
issue of limited scope or duration may
occur at a routing destination, and the
resulting trades may be submitted for
clearance and settlement by such
routing destination to DTCC. If there
were a small number of trades, there
may be sufficient time to match
positions with ETP Holder orders and
avoid using the error account.
There may be scenarios, however,
where Arca Securities determines that it
is unable to assign all error positions
resulting from a particular technical or
systems issue to all of the affected ETP
Holders, or determines to cancel all
affected routed orders. For example, in
some cases, the volume of questionable
executions and positions resulting from
a technical or systems issue might be
such that the research necessary to
determine which ETP Holders to assign
those executions to could be expected to
extend past the normal settlement cycle
for such executions. Furthermore, if a
routing destination experiences a
technical or systems issue after Arca
Securities has transmitted IOC orders to
it that prevents Arca Securities from
receiving responses to those orders,
Arca Securities or the Exchange may
determine to cancel all routed orders
affected by that issue. In such a
situation, Arca Securities or the
Exchange would not pass on to the ETP
Holders any executions on the routed
orders received from the routing
destination.
The proposed rule also would require
Arca Securities to liquidate error
positions as soon as practicable.15 In
liquidating error positions, Arca
Securities would be required to provide
complete time and price discretion for
the trading to liquidate the error
15 If Arca Securities determines in connection
with a particular technical or systems issue that
some error positions can be assigned to some
affected ETP Holders but other error positions
cannot be assigned, Arca Securities would be
required under the proposed rule to liquidate all
such error positions (including those positions that
could be assigned to the affected ETP Holders).
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positions to a third-party broker-dealer
and could not attempt to exercise any
influence or control over the timing or
methods of trading to liquidate the error
positions. Arca Securities also would be
required to establish and enforce
policies and procedures reasonably
designed to restrict the flow of
confidential and proprietary
information between the third-party
broker-dealer and Arca Securities/the
Exchange associated with the
liquidation of the error positions.
Under proposed paragraph (d)(4),
Arca Securities and the Exchange would
be required to make and keep records to
document all determinations to treat
positions as error positions and all
determinations for the assignment of
error positions to ETP Holders or the
liquidation of error positions, as well as
records associated with the liquidation
of error positions through the thirdparty broker-dealer.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) 16 of the
Securities Exchange Act of 1934 (the
‘‘Act’’), in general, and furthers the
objectives of Section 6(b)(5),17 in
particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system and, in
general, to protect investors and the
public interest, and it is not designed to
permit unfair discrimination among
customers, brokers, or dealers. The
Exchange believes that this proposal is
in keeping with those principles since
Arca Securities’ or the Exchange’s
ability to cancel orders during a
technical and systems issue and to
maintain an error account facilitates the
smooth and efficient operations of the
market. Specifically, the Exchange
believes that allowing Arca Securities or
the Exchange to cancel orders during a
technical or systems issue would allow
the Exchange to maintain fair and
orderly markets. Moreover, the
Exchange believes that allowing Arca
Securities to assume error positions in
an error account and to liquidate those
positions, subject to the conditions set
forth in the proposed amendments to
NYSE Arca Equities Rule 7.45, would be
the least disruptive means to correct
these errors, except in cases where Arca
16 15
U.S.C. 78f(b).
17 15 U.S.C. 78f(b)(5).
PO 00000
Frm 00228
Fmt 4703
Sfmt 4703
Securities can assign all such error
positions to all affected ETP Holders of
the Exchange. Overall, the proposed
amendments are designed to ensure full
trade certainty for market participants
and to avoid disrupting the clearance
and settlement process. The proposed
amendments are also designed to
provide a consistent methodology for
handling error positions in a manner
that does not discriminate among ETP
Holders. The proposed amendments are
also consistent with Section 6 of the Act
insofar as they would require Arca
Securities to establish controls to
restrict the flow of any confidential
information between the third-party
broker and Arca Securities/the
Exchange associated with the
liquidation of error positions.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will 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
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
such proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be 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
E:\FR\FM\30MRN1.SGM
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Federal Register / Vol. 77, No. 62 / Friday, March 30, 2012 / Notices
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2012–22 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–NYSEArca–2012–22. This
file number should be included on the
subject line if email 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
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–
NYSEArca–2012–22, and should be
submitted on or before April 20, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–7629 Filed 3–29–12; 8:45 am]
ACTION:
Notice.
SMALL BUSINESS ADMINISTRATION
This is a Notice of the
Presidential declaration of a major
disaster for Public Assistance Only for
the State of Indiana (FEMA–4058–DR),
dated 03/22/2012.
Incident: Severe Storms, Straight-line
Winds, and Tornadoes.
Incident Period: 02/29/2012 through
03/03/2012.
Effective Date: 03/22/2012.
Physical Loan Application Deadline
Date: 05/21/2012.
Economic Injury (EIDL) Loan
Application Deadline Date: 12/24/2012.
SUMMARY:
Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
ADDRESSES:
FOR FURTHER INFORMATION CONTACT:
A. Escobar, Office of Disaster
Assistance, U.S. Small Business
Administration, 409 3rd Street SW.,
Suite 6050, Washington, DC 20416.
Notice is
hereby given that as a result of the
President’s major disaster declaration on
03/22/2012, Private Non-Profit
organizations that provide essential
services of governmental nature may file
disaster loan applications at the address
listed above or other locally announced
locations.
The following areas have been
determined to be adversely affected by
the disaster:
SUPPLEMENTARY INFORMATION:
Primary Counties: Clark, Jefferson,
Ripley, Scott, Washington.
The Interest Rates are:
Percent
[Disaster Declaration #13050 and #13051]
Kentucky Disaster Number KY–00045
U.S. Small Business
Administration.
ACTION: Amendment 1.
AGENCY:
This is an amendment of the
Presidential declaration of a major
disaster for Public Assistance Only for
the Commonwealth of Kentucky
(FEMA–4057–DR), dated 03/16/2012.
Incident: Severe Storms, Tornadoes,
Straight-line Winds, and Flooding.
Incident Period: 02/29/2012 through
03/03/2012.
Effective Date: 03/20/2012.
Physical Loan Application Deadline
Date: 05/15/2012.
Economic Injury (EIDL) Loan
Application Deadline Date: 12/17/2012.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: The notice
of the President’s major disaster
declaration for Private Non-Profit
organizations in the Commonwealth of
Kentucky, dated 03/16/2012, is hereby
amended to include the following areas
as adversely affected by the disaster.
Primary Counties: Ballard, Johnson,
Kenton, Larue, Pendleton, Trimble,
Wolfe.
All other information in the original
declaration remains unchanged.
SUMMARY:
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
For Physical Damage:
Non-Profit Organizations with
Credit Available Elsewhere ...
Non-Profit Organizations without Credit Available Elsewhere .....................................
For Economic Injury:
Non-Profit Organizations without Credit Available Elsewhere .....................................
3.125
James E. Rivera,
Associate Administrator for Disaster
Assistance.
3.000
[FR Doc. 2012–7654 Filed 3–29–12; 8:45 am]
BILLING CODE 8025–01–P
3.000
BILLING CODE 8011–01–P
mstockstill on DSK4VPTVN1PROD with NOTICES
19405
SMALL BUSINESS ADMINISTRATION
The number assigned to this disaster
for physical damage is 13056C and for
economic injury is 13057C.
[Disaster Declaration #13054 and #13055]
[Disaster Declaration #13056 and #13057]
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
AGENCY:
Indiana Disaster #IN–00042
James E. Rivera,
Associate Administrator for Disaster
Assistance.
SMALL BUSINESS ADMINISTRATION
U.S. Small Business
Administration.
AGENCY:
[FR Doc. 2012–7650 Filed 3–29–12; 8:45 am]
18 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
19:11 Mar 29, 2012
BILLING CODE 8025–01–P
Jkt 226001
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West Virginia Disaster #WV–00027
U.S. Small Business
Administration.
ACTION: Notice.
This is a Notice of the
Presidential declaration of a major
disaster for the State of West Virginia
(FEMA–4061–DR), dated 03/22/2012.
SUMMARY:
E:\FR\FM\30MRN1.SGM
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Agencies
[Federal Register Volume 77, Number 62 (Friday, March 30, 2012)]
[Notices]
[Pages 19401-19405]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-7629]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-66656; File No. SR-NYSEArca-2012-22]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
of Proposed Rule Change Amending NYSE Arca Equities Rule 7.45 Adding a
New Paragraph (d) That Addresses the Authority of the Exchange or
Archipelago Securities LLC To Cancel Orders When a Technical or Systems
Issue Occurs and Describe the Operation of an Error Account for Arca
Securities
March 26, 2012.
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 March 15, 2012, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with
[[Page 19402]]
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.
---------------------------------------------------------------------------
\1\ 15 U.S.C.78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 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 NYSE Arca Equities Rule 7.45 by
adding a new paragraph (d) that addresses the authority of the Exchange
or Archipelago Securities LLC (``Arca Securities'') to cancel orders
when a technical or systems issue occurs and to describe the operation
of an error account for Arca Securities. The text of the proposed rule
change is available at the Exchange, the Commission's Public Reference
Room, and www.nyse.com.
II. Self-Regulatory Organization's Statement of the Purpose of, and the
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
The Exchange proposes to amend NYSE Arca Equities Rule 7.45 by
adding a new paragraph (d) that addresses the authority of the Exchange
or Arca Securities to cancel orders when a technical or systems issue
occurs and to describe the operation of an error account for Arca
Securities.\4\
---------------------------------------------------------------------------
\4\ Arca Securities is a facility of the Exchange. Accordingly,
under NYSE Arca Equities Rule 7.45, the Exchange is responsible for
filing with the Commission rule changes and fees relating to Arca
Securities' functions. In addition, the Exchange is using the phrase
``Arca Securities or the Exchange'' in this rule filing to reflect
the fact that a decision to take action with respect to orders
affected by a technical or systems issue may be made in the capacity
of Arca Securities or the Exchange depending on where those orders
are located at the time of that decision.
From time to time, the Exchange also uses non-affiliate third-
party broker-dealers to provide outbound routing services (i.e.,
third-party Routing Brokers). In those cases, orders are submitted
to the third-party Routing Broker through Arca Securities, the
third-party Routing Broker routes the orders to the routing
destination in its name, and any executions are submitted for
clearance and settlement in the name of Arca Securities so that any
resulting positions are delivered to Arca Securities upon
settlement. As described above, Arca Securities normally arranges
for any resulting securities positions to be delivered to the ETP
Holder that submitted the corresponding order to the Exchange. If
error positions (as defined in proposed Rule 7.45(d)(2)) result in
connection with the Exchange's use of a third-party Routing Broker
for outbound routing, and those positions are delivered to Arca
Securities through the clearance and settlement process, Arca
Securities would be permitted to resolve those positions in
accordance with proposed Rule 7.45(d). If the third-party Routing
Broker received error positions in connection with its role as a
routing broker for the Exchange, and the error positions were not
delivered to Arca Securities through the clearance and settlement
process, then the third-party Routing Broker would resolve the error
positions itself, and Arca Securities would not be permitted to
accept the error positions, as set forth in proposed Rule
7.45(d)(2)(B).
---------------------------------------------------------------------------
Arca Securities is the approved routing broker of the Exchange,
subject to the conditions listed in NYSE Arca Equities Rule 7.45. The
Exchange relies on Arca Securities to provide outbound routing services
from itself to routing destinations of Arca Securities (``routing
destinations'').\5\ When Arca Securities routes orders to a routing
destination, it does so by sending a corresponding order in its own
name to the routing destination. In the normal course, routed orders
that are executed at routing destinations are submitted for clearance
and settlement in the name of Arca Securities, and Arca Securities
arranges for any resulting securities positions to be delivered to the
ETP Holder that submitted the corresponding order to the Exchange.
However, from time to time, the Exchange and Arca Securities encounter
situations in which it becomes necessary to cancel orders and resolve
error positions.\6\
---------------------------------------------------------------------------
\5\ The Exchange has also been approved to receive inbound
routes of equities orders by Arca Securities from the New York Stock
Exchange LLC (``NYSE'') and NYSE Amex LLC (``NYSE Amex''). See NYSE
Arca Equities Rule 7.45(c).
\6\ The examples described in this filing are not intended to be
exclusive. Proposed NYSE Arca Equities Rule 7.45(d) would provide
general authority for the Exchange or Arca Securities to cancel
orders in order to maintain fair and orderly markets when technical
and systems issues are occurring, and Rule 7.45(d) also would set
forth the manner in which error positions may [sic] handled by the
Exchange or Arca Securities. The proposed rule change is not limited
to addressing order cancellation or error positions resulting only
from the specific examples described in this filing.
---------------------------------------------------------------------------
Examples of Circumstances That May Lead to Canceled Orders
A technical or systems issue may arise at Arca Securities, a
routing destination, or the Exchange that may cause the Exchange or
Arca Securities to take steps to cancel orders if the Exchange or Arca
Securities determines that such action is necessary to maintain a fair
and orderly market. The examples set forth below describe some of the
circumstances in which the Exchange or Arca Securities may decide to
cancel orders.
Example 1. If Arca Securities or a routing destination
experiences a technical or systems issue that results in Arca
Securities not receiving responses to immediate or cancel (``IOC'')
orders that it sent to the routing destination, and that issue is
not resolved in a timely manner, Arca Securities or the Exchange
would seek to cancel the routed orders affected by the issue.\7\ For
instance, if Arca Securities experiences a connectivity issue
affecting the manner in which it sends or receives order messages to
or from routing destinations, it may be unable to receive timely
execution or cancellation reports from the routing destinations, and
Arca Securities or the Exchange may consequently seek to cancel the
affected routed orders. Once the decision is made to cancel those
routed orders, any cancellation that an ETP Holder submitted to the
Exchange on its initial order during such a situation would be
honored.\8\
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\7\ In a normal situation (i.e., one in which a technical or
systems issue does not exist), Arca Securities should receive an
immediate response to an IOC order from a routing destination, and
would pass the resulting fill or cancellation on to the ETP Holder.
After submitting an order that is routed to a routing destination,
if an ETP Holder sends an instruction to cancel that order, the
cancellation is held by the Exchange until a response is received
from the routing destination. For instance, if the routing
destination executes that order, the execution would be passed on to
the ETP Holder and the cancellation instruction would be
disregarded.
\8\ If an ETP Holder did not submit a cancellation to the
Exchange, however, that initial order would remain ``live'' and thus
be eligible for execution or posting on the Exchange, and neither
the Exchange nor Arca Securities would treat any execution of that
initial order or any subsequent routed order related to that initial
order as an error.
---------------------------------------------------------------------------
Example 2. If the Exchange experiences a systems issue, the
Exchange may take steps to cancel all outstanding orders affected by
that issue and notify affected ETP holders of the cancellations. In
those cases, the Exchange would seek to cancel any routed orders
related to the ETP holders' initial orders.
Examples of Circumstances That May Lead to Error Positions
In some instances, the technical or systems issue at Arca
Securities, a routing destination, the Exchange, or a non-affiliate
third-party Routing Broker may also result in Arca Securities acquiring
an error position that it must resolve. The examples set forth below
describe some of the circumstances in which error positions may arise.
Example A. Error positions may result from routed orders that
the Exchange or Arca
[[Page 19403]]
Securities attempts to cancel but that are executed before the
routing destination receives the cancellation message or that are
executed because the routing destination is unable to process the
cancellation message. Using the situation described in Example 1
above, assume that the Exchange seeks to cancel orders routed to a
routing destination because it is not receiving timely execution or
cancellation reports from the routing destination. In such a
situation, Arca Securities may still receive executions from the
routing destination after connectivity is restored, which it would
not then allocate to ETP Holders because of the earlier decision to
cancel the affected routed orders. Instead, Arca Securities would
post those positions into its error account and resolve the
positions in the manner described below.
Example B. Error positions may result from an order processing
issue at a routing destination. For instance, if a routing
destination experienced a systems problem that affects its order
processing, it may transmit back a message purporting to cancel a
routed order, but then subsequently submit an execution of that same
order (i.e., a locked-in trade) to The Depository Trust & Clearing
Corporation (``DTCC'') for clearance and settlement. In such a
situation, the Exchange would not then allocate the execution to the
ETP Holder because of the earlier cancellation message from the
routing destination. Instead, Arca Securities would post those
positions into its error account and resolve the positions in the
manner described below.
Example C. Error positions may result if Arca Securities
receives an execution report from a routing destination but does not
receive clearing instructions for the execution from the routing
destination. For instance, assume that an ETP Holder sends the
Exchange an order to buy 100 shares of ABC stock, which causes Arca
Securities to send an order to a routing destination that is
subsequently executed, cleared and closed out by that routing
destination, and the execution is ultimately communicated back to
that ETP Holder. On the next trading day (T+1), if the routing
destination does not provide clearing instructions for that
execution, Arca Securities would still be responsible for settling
that ETP Holder's purchase, but would be left with a short position
in its error account.\9\ Arca Securities would resolve the position
in the manner described below.
---------------------------------------------------------------------------
\9\ To the extent that Arca Securities incurred a loss in
covering its short position, it would submit a reimbursement claim
to that routing destination.
---------------------------------------------------------------------------
Example D. Error positions may result from a technical or
systems issue that causes orders to be executed in the name of Arca
Securities that are not related to Arca Securities' function as the
Exchange's routing broker and are not related to any corresponding
orders of ETP Holders. As a result, Arca Securities would not be
able to assign any positions resulting from such an issue to ETP
Holders. Instead, Arca Securities would post those positions into
its error account and resolve the positions in the manner described
below.
Example E. Error positions may result from a technical or
systems issue through which the Exchange does not receive sufficient
notice that an ETP Holder that has executed trades on the Exchange
has lost the ability to clear trades through DTCC. In such a
situation, the Exchange would not have valid clearing information,
which would prevent the trade from being processed pursuant to Rule
7.41(a). Accordingly, Arca Securities would assume that ETP Holder's
side of the trades so that the counterparties can settle the trades.
Arca Securities would post those positions into its error account
and resolve the positions in the manner described below.
In the circumstances described above, Arca Securities may not learn
about an error position until T+1, either: (1) During the clearing
process when a routing destination has submitted to DTCC a transaction
for clearance and settlement for which Arca Securities never received
an execution confirmation; or (2) when a routing destination does not
recognize a transaction submitted by Arca Securities to DTCC for
clearance and settlement. Moreover, the affected ETP Holders' trade may
not be nullified absent express authority under Exchange rules.\10\
---------------------------------------------------------------------------
\10\ See, e.g., NYSE Arca Equities Rule 7.10 (regarding clearly
erroneous executions).
---------------------------------------------------------------------------
Proposed Amendments to NYSE Arca Equities Rule 7.45
The Exchange proposes to amend NYSE Arca Equities Rule 7.45 to add
new paragraph (d) to address the cancellation of orders due to
technical or systems issues and the use of an error account by Arca
Securities.
Specifically, under paragraph (d)(1) of the proposed rule, the
Exchange or Arca Securities would be expressly authorized to cancel
orders as may be necessary to maintain fair and orderly markets if a
technical or systems issue occurred at the Exchange, Arca Securities,
or a routing destination.\11\ The Exchange or Arca Securities would be
required to provide notice of the cancellation to affected ETP Holders
as soon as practicable.
---------------------------------------------------------------------------
\11\ Such a situation may not cause the Exchange to declare
self-help against the routing destination pursuant to Rule 611 of
Regulation NMS. If the Exchange or Arca Securities determines to
cancel orders routed to a routing destination under proposed Rule
7.45(d), but does not declare self-help against that routing
destination, the Exchange would continue to be subject to the trade-
through requirements in Rule 611 with respect to that routing
destination.
---------------------------------------------------------------------------
Paragraph (d)(2) of the proposed rule would permit Arca Securities
to maintain an error account for the purpose of addressing positions
that result from a technical or systems issue at Arca Securities, the
Exchange, a routing destination, or a non-affiliate third-party Routing
Broker that affects one or more orders (``error positions''). By
definition, an error position would not include any position that
results from an order submitted by an ETP Holder to the Exchange that
is executed on the Exchange and processed pursuant to NYSE Arca Rule
7.41(a).\12\ Arca Securities also would not be permitted to accept any
positions in its error account from an account of an ETP Holder and
could not permit any ETP Holder to transfer any positions from the ETP
Holder's account to Arca Securities' error account under the proposed
rule.\13\ However, if a technical or systems issue results in the
Exchange not having valid clearing instructions for an ETP Holder to a
trade, Arca Securities may assume that ETP Holder's side of the trade
so that the trade can be processed pursuant to NYSE Arca Rule
7.41(a).\14\
---------------------------------------------------------------------------
\12\ As provided in NYSE Arca Equities Rule 7.41(a), ``the
details of each transaction executed within the NYSE Arca
Marketplace [the Exchange] shall be automatically processed for
clearance and settlement on a locked-in basis. ETP Holders need not
separately report their transactions to the Corporation for trade
comparison purposes.''
\13\ The purpose of this provision is to clarify that Arca
Securities may address error positions under the proposed rule that
are caused by a technical or systems issue, but that Arca Securities
may not accept from an ETP Holder positions that are delivered to
the ETP Holder through the clearance and settlement process, even if
those positions may have been related to a technical or systems
issue at Arca Securities, the Exchange, a routing destination of
Arca Securities, or a non-affiliate third-party Routing Broker. This
provision would not apply, however, to situations like the one
described above in which Arca Securities incurred a short position
to settle an ETP Holder purchase, as the ETP Holder did not yet have
a position in its account as a result of the purchase at the time of
Arca Securities' action (i.e., Arca Securities' action was necessary
for the purchase to settle into the ETP Holder's account). Moreover,
to the extent an ETP Holder receives positions pursuant to Rule
7.41(a) in connection with a technical or systems issue, that ETP
Holder may seek to rely on NYSE Arca Equities Rule 13.2 if it
experiences a loss. That rule provides ETP Holders with the ability
to file claims against the Exchange ``for the failure of its systems
or facilities.''
\14\ See Example E above.
---------------------------------------------------------------------------
Under paragraph (d)(3), in connection with a particular technical
or systems issue, Arca Securities or the Exchange would be permitted to
either (i) assign all resulting error positions to ETP Holders, or (ii)
have all resulting error positions liquidated, as described below. Any
determination to assign or liquidate error positions, as well as any
resulting assignments, would be required to be made in a
nondiscriminatory fashion.
Arca Securities or the Exchange would be required to assign all
error positions resulting from a particular technical or systems issue
to the applicable ETP Holders affected by that technical or systems
issue if Arca Securities or the Exchange:
[[Page 19404]]
Determined that it has accurate and sufficient information
(including valid clearing information) to assign the positions to all
of the applicable ETP Holders affected by that technical or systems
issue;
Determined that it has sufficient time pursuant to normal
clearance and settlement deadlines to evaluate the information
necessary to assign the positions to all of the applicable ETP Holders
affected by that technical or systems issue; and
Had not determined to cancel all orders affected by that
technical or systems issue.
For example, a technical or systems issue of limited scope or
duration may occur at a routing destination, and the resulting trades
may be submitted for clearance and settlement by such routing
destination to DTCC. If there were a small number of trades, there may
be sufficient time to match positions with ETP Holder orders and avoid
using the error account.
There may be scenarios, however, where Arca Securities determines
that it is unable to assign all error positions resulting from a
particular technical or systems issue to all of the affected ETP
Holders, or determines to cancel all affected routed orders. For
example, in some cases, the volume of questionable executions and
positions resulting from a technical or systems issue might be such
that the research necessary to determine which ETP Holders to assign
those executions to could be expected to extend past the normal
settlement cycle for such executions. Furthermore, if a routing
destination experiences a technical or systems issue after Arca
Securities has transmitted IOC orders to it that prevents Arca
Securities from receiving responses to those orders, Arca Securities or
the Exchange may determine to cancel all routed orders affected by that
issue. In such a situation, Arca Securities or the Exchange would not
pass on to the ETP Holders any executions on the routed orders received
from the routing destination.
The proposed rule also would require Arca Securities to liquidate
error positions as soon as practicable.\15\ In liquidating error
positions, Arca Securities would be required to provide complete time
and price discretion for the trading to liquidate the error positions
to a third-party broker-dealer and could not attempt to exercise any
influence or control over the timing or methods of trading to liquidate
the error positions. Arca Securities also would be required to
establish and enforce policies and procedures reasonably designed to
restrict the flow of confidential and proprietary information between
the third-party broker-dealer and Arca Securities/the Exchange
associated with the liquidation of the error positions.
---------------------------------------------------------------------------
\15\ If Arca Securities determines in connection with a
particular technical or systems issue that some error positions can
be assigned to some affected ETP Holders but other error positions
cannot be assigned, Arca Securities would be required under the
proposed rule to liquidate all such error positions (including those
positions that could be assigned to the affected ETP Holders).
---------------------------------------------------------------------------
Under proposed paragraph (d)(4), Arca Securities and the Exchange
would be required to make and keep records to document all
determinations to treat positions as error positions and all
determinations for the assignment of error positions to ETP Holders or
the liquidation of error positions, as well as records associated with
the liquidation of error positions through the third-party broker-
dealer.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) \16\ of
the Securities Exchange Act of 1934 (the ``Act''), in general, and
furthers the objectives of Section 6(b)(5),\17\ in particular, in that
it is designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system and,
in general, to protect investors and the public interest, and it is not
designed to permit unfair discrimination among customers, brokers, or
dealers. The Exchange believes that this proposal is in keeping with
those principles since Arca Securities' or the Exchange's ability to
cancel orders during a technical and systems issue and to maintain an
error account facilitates the smooth and efficient operations of the
market. Specifically, the Exchange believes that allowing Arca
Securities or the Exchange to cancel orders during a technical or
systems issue would allow the Exchange to maintain fair and orderly
markets. Moreover, the Exchange believes that allowing Arca Securities
to assume error positions in an error account and to liquidate those
positions, subject to the conditions set forth in the proposed
amendments to NYSE Arca Equities Rule 7.45, would be the least
disruptive means to correct these errors, except in cases where Arca
Securities can assign all such error positions to all affected ETP
Holders of the Exchange. Overall, the proposed amendments are designed
to ensure full trade certainty for market participants and to avoid
disrupting the clearance and settlement process. The proposed
amendments are also designed to provide a consistent methodology for
handling error positions in a manner that does not discriminate among
ETP Holders. The proposed amendments are also consistent with Section 6
of the Act insofar as they would require Arca Securities to establish
controls to restrict the flow of any confidential information between
the third-party broker and Arca Securities/the Exchange associated with
the liquidation of error positions.
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\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
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
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
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove such proposed rule change, or
(B) Institute proceedings to determine whether the proposed rule
change should be 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
[[Page 19405]]
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2012-22 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-NYSEArca-2012-22. This
file number should be included on the subject line if email 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 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-NYSEArca-2012-22, and should
be submitted on or before April 20, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-7629 Filed 3-29-12; 8:45 am]
BILLING CODE 8011-01-P