Self-Regulatory Organizations; The Depository Trust Company; Order Granting Approval of a Proposed Rule Change To Amend Rules Relating to the Issuance of and Maturity Presentment Processing for Money Market Instruments, 27503-27505 [2012-11243]
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Federal Register / Vol. 77, No. 91 / Thursday, May 10, 2012 / Notices
2012–17 and should be submitted on or
before May 31, 2012.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
CME has not solicited, and does not
intend to solicit, comments regarding
this proposed rule change. CME has not
received any unsolicited written
comments from interested parties.
mstockstill on DSK4VPTVN1PROD with NOTICES
III. 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 may be
submitted by using the Commission’s
Internet comment form (https://
www.sec.gov/rules/sro.shtml), or send
an email to rule-comments@sec.gov.
Please include File No. SR–CME–2012–
17 on the subject line.
• Paper comments should be sent 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–CME–2012–17. 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
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of CME. 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–CME–
VerDate Mar<15>2010
17:18 May 09, 2012
Jkt 226001
IV. Commission’s Findings and Order
Granting Accelerated Approval of
Proposed Rule Change
Section 19(b) of the Act 3 directs the
Commission to approve a proposed rule
change of a self-regulatory organization
if it finds that such proposed rule
change is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
such organization.4 In particular,
Section 17A(b)(3)(F) of the Act requires
that the rules of the clearing agency be
designed to promote the prompt and
accurate clearance and settlement of
securities transactions, and to the extent
applicable, derivative agreements,
contracts, and transactions.5
The proposed change would allow
CME to expand the base of potential
clearing members by lowering the net
capital threshold for membership,
thereby promoting the prompt and
accurate clearance and settlement of
securities transactions, and derivative
agreements, contracts, and transactions.
It should also allow CME to comply
with new CFTC regulatory
requirements, thereby promoting the
prompt and accurate clearance and
settlement of derivative agreements,
contracts, and transactions.
In its filing, CME requested that the
Commission approve this proposed rule
change on an accelerated basis for good
cause shown. CME cites as the reason
for this request CME’s operation as a
DCO, which is subject to regulation by
the CFTC under the CEA and, in
particular, new CFTC regulations that
become effective on May 7, 2012. Thus,
the Commission finds good cause,
pursuant to Section 19(b)(2) of the Act,6
for approving the proposed rule change
prior to the 30th day after the date of
publication of notice in the Federal
Register because as a registered DCO,
CME is required to comply with the new
CFTC regulations by the time they
become effective on May 7, 2012.
3 15
U.S.C. 78s(b).
U.S.C. 78s(b)(2)(B).
5 15 U.S.C. 78q–1(b)(3)(F).
6 15 U.S.C. 78s(b)(2).
7 In approving the proposed rule change, the
Commission considered the proposal’s impact on
efficiency, competition and capital formation.
15 U.S.C. 78c(f).
4 15
Fmt 4703
[FR Doc. 2012–11241 Filed 5–9–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66919; File No. SR–DTC–
2012–02]
Self-Regulatory Organizations; The
Depository Trust Company; Order
Granting Approval of a Proposed Rule
Change To Amend Rules Relating to
the Issuance of and Maturity
Presentment Processing for Money
Market Instruments
May 3, 2012.
I. Introduction
On March 8, 2012, The Depository
Trust Company (‘‘DTC’’) filed proposed
rule change SR–DTC–2012–02 with the
Securities and Exchange Commission
(‘‘Commission’’) pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’).1 Notice of the proposed
rule change was published in the
Federal Register on March 26, 2012.2
The Commission received no comment
letters. For the reasons discussed below,
the Commission is granting approval of
the proposed rule change.
II. Description
The Maturity Presentment processing
for money market instruments (‘‘MMIs’’)
is initiated automatically by DTC each
morning for all of the MMIs maturing
that day.3 The automatic process
electronically sweeps all maturing
positions of MMI CUSIPs from a
participant’s accounts and credits the
participant’s account with the amount
of the payments to be received with
respect to such presentments. The
matured MMIs are delivered to the
account of the applicable issuing or
paying agent (‘‘IPA’’),4 also a DTC
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 Securities Exchange Act Release No. 66630
(March 20, 2012), 77 FR 17534 (March 26, 2012).
3 The term ‘‘Maturity Presentment’’ is defined in
Rule 1 of DTC’s Rules and Procedures as a Delivery
Versus Payment of matured MMI securities from the
account of a presenting participant to the
designated paying agent account for that issue as
provided for in Rule 9(C) and as specified in DTC’s
procedures.
4 Rule 1 of DTC’s Rules and Procedures defines
the term ‘‘MMI Issuing Agent’’ generally as a
participant acting as an issuing agent for an issuer
with respect to a particular issue of MMI securities
of that issuer and an ‘‘MMI Paying Agent’’ generally
1 15
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule change (SR–CME–2012–
17) is approved on an accelerated basis.7
Frm 00088
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Kevin M. O’Neill,
Deputy Secretary.
8 17
V. Conclusion
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27504
Federal Register / Vol. 77, No. 91 / Thursday, May 10, 2012 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
participant, and the IPA’s account is
debited for the amount of the maturity
proceeds. The debited amount will be
included in the IPA’s net settlement
amount. Similarly, the credits of
participants that presented maturing
MMIs will be included in those
participants’ net settlement amount.
MMI issuers and IPAs commonly
view the primary source of funding for
payments of MMI maturity
presentments as flowing from new
issuances of MMIs in the same program
by that MMI issuer on that day. When
the MMI issuer issues more new MMIs
than the number of MMIs maturing, the
MMI issuer would have no net funds
payment due to the IPA on that day.
When an issuer has more maturing
MMIs than new issuances, it would
have an obligation to pay to the IPA the
net amount of the MMIs maturing that
day over the new issuance. When net
maturity presentments exceed issuances
on a day, IPAs at their discretion may
provide significant intraday credit to
issuers for the excess. However, the IPA
as an agent of an issuer is not obligated
to fund the presentments at DTC unless
it receives payment from the issuer.
The business relationships between
IPAs and their MMI issuers play a key
role in determining if an IPA will
execute a refusal to pay at DTC with
respect to presentment of an MMI
issuance for which the IPA has not
received funds from the MMI issuer.
Because maturity presentments of an
issuer’s MMIs for which the IPA acts are
processed automatically and randomly
against the IPA’s account, an IPA is
permitted to refuse to pay for all of an
issuer’s maturities in an MMI program.5
An IPA that refuses payment on an MMI
maturity must communicate its
intention to DTC using the DTC
Participant Terminal/Browser Service
(PTS/PBS) MMRP function. This
function allows the IPA to enter a
refusal to pay instruction for a particular
issuer, referred to as an Issuer Failure/
Refusal to Pay (‘‘RTP’’), up to 3:00 p.m.
Eastern Time (‘‘ET’’) on the date of the
relevant maturity presentment. Such an
instruction causes DTC to reverse all
transactions related to the relevant
maturity presentment. An IPA RTP may
as a participant acting as a paying agent for an
issuer with respect to a particular issue of MMI
securities of that issuer. Since MMI Issuing Agents
and MMI Paying Agents are often a single entity,
this filing refers to both entities collectively as
‘‘IPAs.’’
5 DTC employs a four-character acronym to
designate an issuer’s MMI program. An issuer can
have multiple acronyms. The IPA uses the
acronym(s) when submitting an instruction of its
refusal to pay for a given issuer’s program(s).
VerDate Mar<15>2010
17:18 May 09, 2012
Jkt 226001
have a significant market impact on the
issuer’s reputation and credit standing.
In late 2009, DTC and the Securities
Industry and Financial Markets
Association (‘‘SIFMA’’) formed the MMI
Blue-Sky Task Force (‘‘Task Force’’) to
address systemic and unique market
risks associated with the MMI process,
including those related to DTC’s
maturity presentment processing. The
Task Force, along other money market
industry members,6 determined that
DTC’s current MMI processing schedule
permits issuance and other transaction
activity that can affect an issuer’s net
funding amount or proceeds after the
3:00 p.m. E.T. deadline for RTP
instructions.7 Accordingly, DTC is
amending certain provisions in its
Settlement Service Guide in order to
provide increased transparency for IPAs
before the 3:00 p.m. RTP deadline,
which should in turn assist IPAs in
making better informed credit decisions
when an issuer has more maturities than
new issuances. The rule changes to
DTC’s Settlement Service Guide, as
approved, include:
1. Making all MMI issuance and
deliver order transactions subject to
DTC’s Receiver Authorized Delivery
(‘‘RAD’’) function for approval
regardless of transaction value.8
2. Adjusting the MMI valued new
issuance cut-off time from 3:20 p.m. E.T.
to 2:00 p.m. E.T.
3. Requiring use of RAD for approval
of all MMI issuance and deliver order
transactions, regardless of value, and
6 The money market industry members include
the Commercial Paper Issuers Working Group,
which is comprised of both bank and corporate
commercial paper issuers, and the Asset Managers
Forum, whose membership consists solely of buyside investors.
7 The Task Force’s short-term recommendations
focused on addressing the credit risk exposure that
IPAs face because of a lack of transparency around
the amount an issuer must fund to cover its
maturities. The recommendations called for
requiring issuers to fund maturity presentments by
1:00 p.m. if there is a net debit and for establishing
new deadlines of 1:30 p.m. for the submission of
all new valued issuance to DTC and of 2:15 p.m.
for receivers of new valued issuance to accept
delivery. These recommended new deadlines were
intended to give an IPA sufficient time to calculate
its exposure and if a funding shortfall exists work
with the issuer to resolve the deficiency before 3:00
p.m., which is DTC’s deadline for an IPA to fund
the maturities or to issue an RTP. For more
information, see DTCC Press Release ‘‘DTCC and
SIFMA Release Task Force Report Identifying
Opportunities to Mitigate Systemic and Credit Risk
in Processing of Money Market Instruments’’
(March 31, 2011), which can be found at
www.dtcc.com/news/press/releases/2011/
dtcc_sifma_task_force_report.php.
8 This change will eliminate the ability for a
receiver to ‘‘force’’ a reclaim upon an IPA close to
or after the 3:00 p.m. RTP cutoff that would alter
the amount of funding an issuer needs to provide
late in the day and would also eliminate matched
reclaims that currently override participant risk
management controls.
PO 00000
Frm 00089
Fmt 4703
Sfmt 4703
establishing a new MMI cutoff time of
2:45 p.m. E.T. instead of the current
3:30 p.m. E.T.9
DTC will implement the changes
described above upon approval of this
proposed rule change by the
Commission.10
III. Discussion
Section 17A(b)(3)(F) of the Act
requires, among other things, that the
rules of a clearing agency be designed to
promote the prompt and accurate
clearance and settlement of securities
transactions and to remove
impediments to and perfect the
mechanism of a national system for the
prompt and accurate clearance and
settlement of securities transactions.11
The Commission believes that the
changes being made by this proposed
rule change should help IPAs to
determine earlier in the day if there is
a funding shortfall with respect to an
issuer and in turn help reduce late day
reversals of MMI transactions by IPAs.
Additionally, the changes to the
Settlement Service Guide should serve
to reinforce consistent MMI business
practices by implementing earlier
deadlines for issuances processing and
receiver approvals and thereby make the
processing of MMI issuances and
maturities more efficient.
Accordingly, for the reasons stated
above the Commission believes that the
proposed rule change is consistent with
DTC’s obligation under Section 17A of
the Act and the rules and regulations
thereunder.12
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act, particularly
with the requirements of Section 17A of
the Act, and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule change (File No. SR–
DTC–2012–02) be and hereby is
approved.
9 If a transaction is not approved in RAD by 2:45
p.m. E.T., the transaction will drop and will need
to be resubmitted.
10 In addition to the changes described above,
DTC is also making unrelated technical changes to
its Settlement Service Guide in order to conform its
rules to its current practices and to a previously
approved rule filing, SR–DTC–2011–01. Securities
Exchange Release Act No. 34–63775 (January 26,
2011), 76 FR 5843 (February 2, 2011).
11 15 U.S.C. 78q–1(b)(3)(F).
12 In approving this proposal, the Commission has
considered its impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
E:\FR\FM\10MYN1.SGM
10MYN1
Federal Register / Vol. 77, No. 91 / Thursday, May 10, 2012 / Notices
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–11243 Filed 5–9–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66923; File No. SR–NSX–
2012–05]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Amend
Its Rules Regarding Routing of Limit
Orders
May 4, 2012.
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 April 26,
2012, National Stock Exchange, Inc.
(‘‘NSX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
National Stock Exchange, Inc.
(‘‘NSX®’’ or ‘‘Exchange’’) is proposing to
modify the text of NSX Rule 11.15 to
harmonize it with current system
functionality of routed limit orders.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nsx.com, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NSX Rule 11.15(a)(ii)(A) (Routing to
Away Trading Centers) currently
provides that, for orders other than
sweep orders that are, consistent with
the terms of the order, routed to away
trading centers, the order will be
converted into one or more limit orders,
as necessary, to be matched for
execution against each protected
quotation at the Protected National Best
Bid or Offer (‘‘NBBO’’) available at away
trading centers. With respect to the
price of the routed limit order, Rule
11.15(a)(ii)(A) currently provides: ‘‘Each
such converted limit order shall be
priced at the price of the protected
quotation that it is to be matched for
execution against’’ (italics added).
Notwithstanding the text of Rule
11.15(a)(ii)(A), the Exchange’s trading
system, NSX BLADE® (‘‘Blade’’),
currently prices each such converted
limit order at a price that is one trading
increment inside the best bid or offer on
the NSX book, but in any case not
higher (if a bid) or lower (if an offer)
than the limit price specified by the
terms of the original order. The
proposed edits to Rule 11.15(a)(ii)(A)
would conform the text of the rules to
current Blade functionality.
27505
Specifically, new subsections (1) and (2)
are proposed to be added to Rule
11.15(a)(ii)(A). Subsection (1) would
address the pricing of routed market
orders (the treatment of which remains
unchanged, namely, such orders shall
be routed at the price of the protected
quotation that it is to be matched against
for execution). Subsection (2) would
address the pricing of converted limit
orders, and specifies in clauses (x) and
(y) the converted limit price for each a
buy and sell order, respectively. In the
case of a buy order, the converted limit
price shall be the lower of the limit
price of the original order and one
increment lower than the lowest offer
on the NSX book. In the case of a sell
order, the converted limit price shall be
the higher of the limit price of the
original order and one increment higher
than the highest bid on the NSX book.
The proposed pricing methodology
benefits ETP Holders by minimizing the
risk of non-fills or delayed fills that
might arise as a result of the order being
routed at the NBBO price. NBBO quotes
may flicker and/or be cancelled by the
time a routed order arrives at the away
destination. Under such circumstances,
if priced at the NBBO, a routed limit
order may be rejected by the away
destination and, upon return to NSX,
undergo a re-evaluation within Blade
(consistent with Regulation NMS and
NSX rules), after which it may be
subjected to one or more repeat cycles
of the foregoing process (‘‘unfilled
routing cycles’’). The orders are routed
as Immediate or Cancel (‘‘IOC’’) orders
and thus retain the full protections of
Rule 611. By re-pricing routed limit
orders as proposed above, the chances
are maximized that an ETP Holder’s
routed limit order is filled quickly and
at the best price available (and never
worse than the original order’s limit
price), and not at a price that can
otherwise be filled against the NSX
book.
The following examples reflect both
the current functionality of routed limit
orders in Blade and also routed limit
order pricing under the proposed rules:
EXAMPLE 1
NSX best offer
National best offer
Buy Limit @ 10.10 ...................................................................................................................................
mstockstill on DSK4VPTVN1PROD with NOTICES
Original order
10.05
9.95
Result: The original limit order is
converted to a buy limit order at a price
of $10.04 (one increment lower than the
lowest offer on the NSX book, which is
13 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
17:18 May 09, 2012
lower than the original order limit price
of $10.10), and routed to the market
displaying the National Best Offer of
$9.95. The order may then be executed
1 15
Jkt 226001
PO 00000
U.S.C. 78s(b)(1).
Frm 00090
Fmt 4703
at that away market, in whole or in part,
subject to the applicable trading rules of
2 17
Sfmt 4703
CFR 240.19b–4.
E:\FR\FM\10MYN1.SGM
10MYN1
Agencies
[Federal Register Volume 77, Number 91 (Thursday, May 10, 2012)]
[Notices]
[Pages 27503-27505]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-11243]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-66919; File No. SR-DTC-2012-02]
Self-Regulatory Organizations; The Depository Trust Company;
Order Granting Approval of a Proposed Rule Change To Amend Rules
Relating to the Issuance of and Maturity Presentment Processing for
Money Market Instruments
May 3, 2012.
I. Introduction
On March 8, 2012, The Depository Trust Company (``DTC'') filed
proposed rule change SR-DTC-2012-02 with the Securities and Exchange
Commission (``Commission'') pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (``Act'').\1\ Notice of the proposed
rule change was published in the Federal Register on March 26, 2012.\2\
The Commission received no comment letters. For the reasons discussed
below, the Commission is granting approval of the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ Securities Exchange Act Release No. 66630 (March 20, 2012),
77 FR 17534 (March 26, 2012).
---------------------------------------------------------------------------
II. Description
The Maturity Presentment processing for money market instruments
(``MMIs'') is initiated automatically by DTC each morning for all of
the MMIs maturing that day.\3\ The automatic process electronically
sweeps all maturing positions of MMI CUSIPs from a participant's
accounts and credits the participant's account with the amount of the
payments to be received with respect to such presentments. The matured
MMIs are delivered to the account of the applicable issuing or paying
agent (``IPA''),\4\ also a DTC
[[Page 27504]]
participant, and the IPA's account is debited for the amount of the
maturity proceeds. The debited amount will be included in the IPA's net
settlement amount. Similarly, the credits of participants that
presented maturing MMIs will be included in those participants' net
settlement amount.
---------------------------------------------------------------------------
\3\ The term ``Maturity Presentment'' is defined in Rule 1 of
DTC's Rules and Procedures as a Delivery Versus Payment of matured
MMI securities from the account of a presenting participant to the
designated paying agent account for that issue as provided for in
Rule 9(C) and as specified in DTC's procedures.
\4\ Rule 1 of DTC's Rules and Procedures defines the term ``MMI
Issuing Agent'' generally as a participant acting as an issuing
agent for an issuer with respect to a particular issue of MMI
securities of that issuer and an ``MMI Paying Agent'' generally as a
participant acting as a paying agent for an issuer with respect to a
particular issue of MMI securities of that issuer. Since MMI Issuing
Agents and MMI Paying Agents are often a single entity, this filing
refers to both entities collectively as ``IPAs.''
---------------------------------------------------------------------------
MMI issuers and IPAs commonly view the primary source of funding
for payments of MMI maturity presentments as flowing from new issuances
of MMIs in the same program by that MMI issuer on that day. When the
MMI issuer issues more new MMIs than the number of MMIs maturing, the
MMI issuer would have no net funds payment due to the IPA on that day.
When an issuer has more maturing MMIs than new issuances, it would have
an obligation to pay to the IPA the net amount of the MMIs maturing
that day over the new issuance. When net maturity presentments exceed
issuances on a day, IPAs at their discretion may provide significant
intraday credit to issuers for the excess. However, the IPA as an agent
of an issuer is not obligated to fund the presentments at DTC unless it
receives payment from the issuer.
The business relationships between IPAs and their MMI issuers play
a key role in determining if an IPA will execute a refusal to pay at
DTC with respect to presentment of an MMI issuance for which the IPA
has not received funds from the MMI issuer. Because maturity
presentments of an issuer's MMIs for which the IPA acts are processed
automatically and randomly against the IPA's account, an IPA is
permitted to refuse to pay for all of an issuer's maturities in an MMI
program.\5\ An IPA that refuses payment on an MMI maturity must
communicate its intention to DTC using the DTC Participant Terminal/
Browser Service (PTS/PBS) MMRP function. This function allows the IPA
to enter a refusal to pay instruction for a particular issuer, referred
to as an Issuer Failure/Refusal to Pay (``RTP''), up to 3:00 p.m.
Eastern Time (``ET'') on the date of the relevant maturity presentment.
Such an instruction causes DTC to reverse all transactions related to
the relevant maturity presentment. An IPA RTP may have a significant
market impact on the issuer's reputation and credit standing.
---------------------------------------------------------------------------
\5\ DTC employs a four-character acronym to designate an
issuer's MMI program. An issuer can have multiple acronyms. The IPA
uses the acronym(s) when submitting an instruction of its refusal to
pay for a given issuer's program(s).
---------------------------------------------------------------------------
In late 2009, DTC and the Securities Industry and Financial Markets
Association (``SIFMA'') formed the MMI Blue-Sky Task Force (``Task
Force'') to address systemic and unique market risks associated with
the MMI process, including those related to DTC's maturity presentment
processing. The Task Force, along other money market industry
members,\6\ determined that DTC's current MMI processing schedule
permits issuance and other transaction activity that can affect an
issuer's net funding amount or proceeds after the 3:00 p.m. E.T.
deadline for RTP instructions.\7\ Accordingly, DTC is amending certain
provisions in its Settlement Service Guide in order to provide
increased transparency for IPAs before the 3:00 p.m. RTP deadline,
which should in turn assist IPAs in making better informed credit
decisions when an issuer has more maturities than new issuances. The
rule changes to DTC's Settlement Service Guide, as approved, include:
---------------------------------------------------------------------------
\6\ The money market industry members include the Commercial
Paper Issuers Working Group, which is comprised of both bank and
corporate commercial paper issuers, and the Asset Managers Forum,
whose membership consists solely of buy-side investors.
\7\ The Task Force's short-term recommendations focused on
addressing the credit risk exposure that IPAs face because of a lack
of transparency around the amount an issuer must fund to cover its
maturities. The recommendations called for requiring issuers to fund
maturity presentments by 1:00 p.m. if there is a net debit and for
establishing new deadlines of 1:30 p.m. for the submission of all
new valued issuance to DTC and of 2:15 p.m. for receivers of new
valued issuance to accept delivery. These recommended new deadlines
were intended to give an IPA sufficient time to calculate its
exposure and if a funding shortfall exists work with the issuer to
resolve the deficiency before 3:00 p.m., which is DTC's deadline for
an IPA to fund the maturities or to issue an RTP. For more
information, see DTCC Press Release ``DTCC and SIFMA Release Task
Force Report Identifying Opportunities to Mitigate Systemic and
Credit Risk in Processing of Money Market Instruments'' (March 31,
2011), which can be found at www.dtcc.com/news/press/releases/2011/dtcc_sifma_task_force_report.php.
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1. Making all MMI issuance and deliver order transactions subject
to DTC's Receiver Authorized Delivery (``RAD'') function for approval
regardless of transaction value.\8\
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\8\ This change will eliminate the ability for a receiver to
``force'' a reclaim upon an IPA close to or after the 3:00 p.m. RTP
cutoff that would alter the amount of funding an issuer needs to
provide late in the day and would also eliminate matched reclaims
that currently override participant risk management controls.
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2. Adjusting the MMI valued new issuance cut-off time from 3:20
p.m. E.T. to 2:00 p.m. E.T.
3. Requiring use of RAD for approval of all MMI issuance and
deliver order transactions, regardless of value, and establishing a new
MMI cutoff time of 2:45 p.m. E.T. instead of the current 3:30 p.m.
E.T.\9\
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\9\ If a transaction is not approved in RAD by 2:45 p.m. E.T.,
the transaction will drop and will need to be resubmitted.
DTC will implement the changes described above upon approval of this
proposed rule change by the Commission.\10\
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\10\ In addition to the changes described above, DTC is also
making unrelated technical changes to its Settlement Service Guide
in order to conform its rules to its current practices and to a
previously approved rule filing, SR-DTC-2011-01. Securities Exchange
Release Act No. 34-63775 (January 26, 2011), 76 FR 5843 (February 2,
2011).
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III. Discussion
Section 17A(b)(3)(F) of the Act requires, among other things, that
the rules of a clearing agency be designed to promote the prompt and
accurate clearance and settlement of securities transactions and to
remove impediments to and perfect the mechanism of a national system
for the prompt and accurate clearance and settlement of securities
transactions.\11\ The Commission believes that the changes being made
by this proposed rule change should help IPAs to determine earlier in
the day if there is a funding shortfall with respect to an issuer and
in turn help reduce late day reversals of MMI transactions by IPAs.
Additionally, the changes to the Settlement Service Guide should serve
to reinforce consistent MMI business practices by implementing earlier
deadlines for issuances processing and receiver approvals and thereby
make the processing of MMI issuances and maturities more efficient.
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\11\ 15 U.S.C. 78q-1(b)(3)(F).
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Accordingly, for the reasons stated above the Commission believes
that the proposed rule change is consistent with DTC's obligation under
Section 17A of the Act and the rules and regulations thereunder.\12\
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\12\ In approving this proposal, the Commission has considered
its impact on efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
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IV. Conclusion
On the basis of the foregoing, the Commission finds that the
proposed rule change is consistent with the requirements of the Act,
particularly with the requirements of Section 17A of the Act, and the
rules and regulations thereunder.
It is therefore ordered, pursuant to Section 19(b)(2) of the Act,
that the proposed rule change (File No. SR-DTC-2012-02) be and hereby
is approved.
[[Page 27505]]
For the Commission by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-11243 Filed 5-9-12; 8:45 am]
BILLING CODE 8011-01-P