Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Delete Certain Fees, 35723-35725 [2012-14533]
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Federal Register / Vol. 77, No. 115 / Thursday, June 14, 2012 / Notices
proposed rule change, at least five
business days prior to the date of filing,
or such shorter time as designated by
the Commission.12
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposal is
consistent with the Act. Comments may
be submitted by any of the following
methods:
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 No. SR–BATS–
2012–021 and should be submitted on
or before July 5, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–14530 Filed 6–13–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
pmangrum on DSK3VPTVN1PROD with NOTICES
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
No. SR–BATS–2012–021 on the subject
line.
[Release No. 34–67168; File No. SR–ISE–
2012–46]
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 No.
SR–BATS–2012–021. 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 changes 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 will also be available for
inspection and copying at the principal
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Exchange Act’’),1 and Rule 19b–4
thereunder,2 notice is hereby given that
on June 1, 2012, the International
Securities Exchange, LLC (the
‘‘Exchange’’ or the ‘‘ISE’’) filed with the
Securities and Exchange Commission
the proposed rule change, as described
in Items I and II below, which items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Delete Certain Fees
June 8, 2012.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The ISE proposes to eliminate three
fees from its Schedule of Fees. The text
of the proposed rule change is available
on the Exchange’s Web site (https://
www.ise.com), at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
12 Id.
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35723
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this proposed rule
change is to eliminate three fees from
the Exchange’s Schedule of Fees. First,
the Exchange currently has a fee of
$0.25 per contract applicable to
customers that transact in complex
orders, i.e., customer complex orders
that interact with complex orders
residing on the complex order book
thereby taking liquidity from the
complex order book (‘‘Complex Order
Taker Fee’’).3 This fee was introduced
before the Exchange introduced the
Professional Customer category with the
intent to charge non-broker dealer
customers that use highly developed
trading systems and are quickly able to
hit the bid or lift an offer thereby taking
liquidity, i.e., interacting with complex
orders resident on the complex order
book. The Exchange adopted this fee to
put Professional Customers on more
equal footing with broker dealer orders
that were already subject to this fee. The
purpose of this fee was not to charge
retail investors, who are now known on
the Exchange as Priority Customers, and
therefore the Exchange adopted a waiver
from this fee for the first 1,000 orders
that a Member, acting on behalf of one
or more of its customers, transacts in
one month that takes liquidity from the
complex order book. Now that the
Exchange is able to distinguish between
Priority and non-Priority Customers, the
Exchange believes this fee is no longer
necessary and proposes to eliminate it.
In 2010, the Exchange began assessing
per contract transaction fees and rebates
to market participants that add or
remove liquidity from the Exchange
(‘‘maker/taker fees and rebates’’) 4 in a
number of options classes (the ‘‘Select
3 See Exchange Act Release Nos. 34–54751
(November 14, 2006), 71 FR 67667 (November 22,
2006) (SR–ISE–2006–56); 55247 (February 6, 2007),
72 FR 7099 (February 14, 2007) (SR–ISE–2007–03);
59576 (March 13, 2009), 74 FR 11982 (March 20,
2009) (SR–ISE–2009–07); and 60778 (October 2,
2009), 74 FR 51896 (October 8, 2009) (SR–ISE–
2009–72).
4 See Exchange Act Release No. 61869 (April 7,
2010), 75 FR 19449 (April 14, 2010) (SR–ISE–2010–
25).
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14JNN1
35724
Federal Register / Vol. 77, No. 115 / Thursday, June 14, 2012 / Notices
pmangrum on DSK3VPTVN1PROD with NOTICES
Symbols’’).5 The Exchange’s maker/
taker fees and rebates are applicable to
regular and complex orders executed in
the Select Symbols. The Exchange
subsequently adopted maker/taker fees
and rebates for complex orders in
symbols that are in the Penny Pilot
program but are not a Select Symbol
(Non-Select Penny Pilot Symbols) 6 and
then adopted maker/taker fees and
rebates for complex orders in all
symbols that are not in the Penny Pilot
Program (‘‘Non-Penny Pilot Symbols’’).7
Now that the Exchange has adopted
maker/taker fees and rebates, which are
designed to attract complex orders to
the Exchange, and has a specific taker
fee for Customer (Professional) complex
orders, the Complex Order Taker Fee
has become a disincentive for Members
to execute Priority Customer complex
orders to take advantage of rebates
offered by the Exchange because once
Priority Customers orders reach the
1,000 order threshold, those orders
become subject to the Complex Order
Taker Fee. As noted above, the
Exchange did not intend to charge
Priority Customer orders the Complex
Order Taker Fee and this proposed rule
change will fully accomplish that goal.
Therefore, the Exchange proposes to
eliminate this fee and remove it from its
Schedule of Fees.
Second, the Exchange currently has a
fee pursuant to which Exchange Primary
Market Makers (PMMs) are subject to a
minimum fee of $50,000 per options
group (‘‘Minimum PMM Fee’’). To the
extent that aggregate execution fees in a
group or bin of options do not total at
least $50,000 per month, the PMM for
that bin must pay a fee representing the
difference between $50,000 and the
aggregate actual execution fees. The
Exchange adopted this fee during its
early years in order to encourage PMMs
to ramp up their operations as quickly
as possible and to avoid a potential
revenue shortfall. ISE’s PMMs have
been fully operating all of their PMM
trading rights for a number of years and
generate revenue greater than the
Minimum PMM Fee. The Exchange does
not believe there is a need for this fee
any more. Therefore, the Exchange
proposes to eliminate this fee and
remove it from its Schedule of Fees.
Finally, when the Exchange adopted
its maker/taker fees and rebates, it also
5 The Select Symbols are identified by their ticker
symbol on the Exchange’s Schedule of Fees.
6 See Exchange Act Release No. 65724 (November
10, 2011), 76 FR 71413 (November 17, 2011) (SR–
ISE–2011–72).
7 See Exchange Act Release Nos. 66084 (January
3, 2012), 77 FR 1103 (January 9, 2012) (SR–ISE–
2011–84); and 66392 (February 14, 2012), 77 FR
10016 (February 21, 2012) (SR–ISE–2012–06).
VerDate Mar<15>2010
14:34 Jun 13, 2012
Jkt 226001
adopted a distinction between small
size Priority Customer orders, i.e.,
Priority Customer orders of less than
100 contracts, and large size Priority
Customer orders, i.e., Priority Customer
orders of 100 or more contracts.8 The
purpose for this distinction was to allow
the Exchange to charge small size
Priority Customer orders and large size
Priority Customer orders different rates.
And for a period of time, the Exchange
charged a higher fee for large size
Priority Customer orders.9 However, in
January 2011, the Exchange
standardized the fee for Priority
Customer orders 10 and no longer
charges different rates for these orders.
The Exchange now proposes to
eliminate this distinction from its
Schedule of Fees and will continue to
apply the same level of fees to Priority
Customer orders, regardless of size.
2. Basis
The Exchange believes that its
proposal to amend its Schedule of Fees
is consistent with Section 6(b) of the
Securities and Exchange Act of 1934
(the ‘‘Exchange Act’’) 11 in general, and
furthers the objectives of Section 6(b)(4)
of the Exchange Act 12 in particular, in
that it is an equitable allocation of
reasonable dues, fees and other charges
among Exchange members and other
persons using its facilities. The
Exchange believes it is reasonable to
remove the three fees that are the
subject of this proposed rule change
from the Exchange’s Schedule of Fees
because they are either no longer
applicable, in the case of the Minimum
PMM fee and the fee for Priority
Customer orders, or are a disincentive
for order flow, as in the case of the
Complex Order Taker Fee. The Complex
Order Taker Fee, since its adoption, was
intended for Professional Customer
orders, as evidenced by the waiver the
Exchange adopted that waived this fee
for the first 1,000 orders from customers
that take liquidity from the complex
order book. The presumption was that
Priority Customer orders would not
exceed this threshold and thus would
not be subject to the fee. This proposed
rule change accomplishes that goal
because Professional Customer complex
orders that take liquidity are now
charged a fee under the Exchange’s
maker/taker fees and by removing this
fee from the Exchange’s Schedule of
8 See
supra note 4 [sic].
supra note 4 [sic].
10 See Exchange Act Release No. 63664 (January
6, 2011), 76 FR 2170 (January 12, 2011) (SR–ISE–
2010–120).
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(4).
9 See
PO 00000
Frm 00068
Fmt 4703
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Fees, Priority Customer orders will no
longer be subject to this fee.
The Exchange believes that this
proposed rule change which seeks to
amend the text of the Schedule of Fees
to clarify the applicability of certain fees
is also both reasonable and equitable
because Members would benefit from
clear guidance in the rule text
describing the manner in which the
Exchange would assess fees. The
Exchange further believes the proposed
rule change is reasonable because
removing these fees from the Schedule
of Fees will provide clarity and greater
transparency regarding the Exchange’s
fees. The Exchange notes that the
proposed rule change is also equitably
allocated and not unfairly
discriminatory in that it treats similarly
situated market participants in the same
manner, i.e. the removal of the three fees
will impact all market participants
equally on the Exchange.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the
Exchange Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Exchange Act.13 At
any time within 60 days of the filing of
such 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. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
13 15
E:\FR\FM\14JNN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
14JNN1
Federal Register / Vol. 77, No. 115 / Thursday, June 14, 2012 / Notices
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Exchange
Act. Comments may be submitted by
any of the following methods:
[FR Doc. 2012–14533 Filed 6–13–12; 8:45 am]
Electronic Comments
BILLING CODE 8011–01–P
• 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
No. SR–ISE–2012–46 on the subject
line.
Paper Comments
pmangrum on DSK3VPTVN1PROD with NOTICES
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–ISE–2012–46. 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 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–ISE–
2012–46 and should be submitted on or
before July 5, 2012.
VerDate Mar<15>2010
14:34 Jun 13, 2012
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
Jkt 226001
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67169; File No. SR–Phlx–
2012–40]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Order
Approving Proposed Rule Change, as
Modified by Amendment No. 1,
Relating to Quarterly Trading
Requirements Applicable to Registered
Options Traders
June 8, 2012.
I. Introduction
On March 26, 2012, NASDAQ OMX
PHLX LLC (‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b-4
thereunder,2 a proposed rule change to
change trading requirements applicable
to certain Registered Options Traders
trading electronically. The proposed
rule change was published for comment
in the Federal Register on April 13,
2012.3 The Commission received no
comments on the proposal. On June 6,
the Exchange filed Amendment No. 1 to
the proposal.4 This order approves the
proposal, as modified by Amendment
No. 1.
II. Description
The Exchange proposed to amend the
trading requirements imposed on
certain Exchange market makers 5
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 66767
(April 6, 2012), 77 FR 22365. The Exchange
subsequently extended the date for Commission
action to June 4, 2012, and then to June 8, 2012.
4 The amendment is technical in nature, and is
thus not subject to notice and comment.
5 The general term ‘‘market makers’’ on the
Exchange includes specialists and registered
options traders (‘‘ROTs’’). An ROT is a regular
member of the Exchange located on the trading
floor who has received permission from the
Exchange to trade in options for his own account.
See Exchange Rule 1014 (b)(i) and (ii). ROTs can be
Streaming Quote Traders (‘‘SQTs’’), Remote
Streaming Quote Traders (‘‘RSQTs’’), or nonStreaming Quote Trader ROTs (‘‘non-SQT ROTs’’)
which by definition are neither SQTs nor RSQTs.
An ROT is a regular member of the Exchange
located on the trading floor who has received
permission from the Exchange to trade in options
for his own account. See Exchange Rule 1014 (b)(i)
1 15
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Fmt 4703
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35725
arising from their use of electronic
orders to trade on the Exchange.
First, the Exchange proposed to
amend Exchange Rule 1014,
Commentary .13, which provides that
within each quarter an ROT must
execute in person, and not through the
use of orders, a specified number of
contracts, with such number to be
determined from time to time by the
Exchange. Pursuant to Commentary .13,
Options Floor Procedure Advice B–3
requires that an ROT (other than an
RSQT or a Remote Specialist) trade in
person, and not through the use of
orders, the greater of 1000 contracts or
50% of its contract volume on the
Exchange each quarter. The Exchange
proposed to amend both Commentary
.13 and Options Floor Procedure Advice
B–3 to permit non-SQT ROTs to meet
the in-person trading requirements set
forth in those sections using orders
entered in person, for the same reasons
that the Exchange recently modified the
80% in-person test set forth in
Commentary .01 to Rule 1014.6
The Exchange also proposed to amend
Exchange Rule 1014(b)(ii)(E) to
eliminate the requirement that non-SQT
ROTs who transact more than 20% of
their contract volume in an option
electronically during any calendar
quarter submit two-sided electronic
quotations (also known as ‘‘streaming
quotes’’) in a designated percentage of
series within options in which such
non-SQT ROT is assigned (the ‘‘20%
test’’). The Exchange stated that
streaming quotes is burdensome to nonSQT ROTs, who are generally not
equipped to undertake this form of
trading, and could result in a significant
and (ii). An SQT is defined as an ROT who has
received permission from the Exchange to generate
and submit option quotations electronically in
options to which such SQT is assigned. See
Exchange Rule 1014 (b)(ii)(A).
6 Prior to being amended, Commentary .01
required that in order for an ROT (other than an
RSQT or a Remote Specialist) to receive specialist
margin treatment for off-floor orders in any calendar
quarter, the ROT was required, among other things,
to execute the greater of 1,000 contracts or 80% of
his total contracts that quarter in person and not
through the use of orders (the ‘‘80% in-person
test’’). The only way to participate in trades other
than through the use of orders is by quoting. In
amending this provision, the Exchange explained
that the limitation on the use of orders to satisfy the
80% in-person test with respect to non-SQT ROTs
was obsolete as, given the movement toward more
electronic trading in options, it had become
difficult for such ROTs to comply with the trading
requirement without using orders. The Exchange
observed that non-SQT ROTs could only meet the
80% in person test by participating in crowd trades
which they cannot control in terms of frequency,
and proposed that the 80% in-person test be
amended to permit non-SQT ROTs to count orders
entered in person to meet the requirement. See
Securities Exchange Act Release No. 65644 (October
27, 2011), 76 FR 67786 (November 2, 2011) (SR–
Phlx–2011–123).
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Agencies
[Federal Register Volume 77, Number 115 (Thursday, June 14, 2012)]
[Notices]
[Pages 35723-35725]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-14533]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67168; File No. SR-ISE-2012-46]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Delete Certain Fees
June 8, 2012.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Exchange Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is
hereby given that on June 1, 2012, the International Securities
Exchange, LLC (the ``Exchange'' or the ``ISE'') filed with the
Securities and Exchange 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\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE proposes to eliminate three fees from its Schedule of Fees.
The text of the proposed rule change is available on the Exchange's Web
site (https://www.ise.com), at the principal office of the Exchange, and
at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in sections A, B and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to eliminate three fees
from the Exchange's Schedule of Fees. First, the Exchange currently has
a fee of $0.25 per contract applicable to customers that transact in
complex orders, i.e., customer complex orders that interact with
complex orders residing on the complex order book thereby taking
liquidity from the complex order book (``Complex Order Taker Fee'').\3\
This fee was introduced before the Exchange introduced the Professional
Customer category with the intent to charge non-broker dealer customers
that use highly developed trading systems and are quickly able to hit
the bid or lift an offer thereby taking liquidity, i.e., interacting
with complex orders resident on the complex order book. The Exchange
adopted this fee to put Professional Customers on more equal footing
with broker dealer orders that were already subject to this fee. The
purpose of this fee was not to charge retail investors, who are now
known on the Exchange as Priority Customers, and therefore the Exchange
adopted a waiver from this fee for the first 1,000 orders that a
Member, acting on behalf of one or more of its customers, transacts in
one month that takes liquidity from the complex order book. Now that
the Exchange is able to distinguish between Priority and non-Priority
Customers, the Exchange believes this fee is no longer necessary and
proposes to eliminate it.
---------------------------------------------------------------------------
\3\ See Exchange Act Release Nos. 34-54751 (November 14, 2006),
71 FR 67667 (November 22, 2006) (SR-ISE-2006-56); 55247 (February 6,
2007), 72 FR 7099 (February 14, 2007) (SR-ISE-2007-03); 59576 (March
13, 2009), 74 FR 11982 (March 20, 2009) (SR-ISE-2009-07); and 60778
(October 2, 2009), 74 FR 51896 (October 8, 2009) (SR-ISE-2009-72).
---------------------------------------------------------------------------
In 2010, the Exchange began assessing per contract transaction fees
and rebates to market participants that add or remove liquidity from
the Exchange (``maker/taker fees and rebates'') \4\ in a number of
options classes (the ``Select
[[Page 35724]]
Symbols'').\5\ The Exchange's maker/taker fees and rebates are
applicable to regular and complex orders executed in the Select
Symbols. The Exchange subsequently adopted maker/taker fees and rebates
for complex orders in symbols that are in the Penny Pilot program but
are not a Select Symbol (Non-Select Penny Pilot Symbols) \6\ and then
adopted maker/taker fees and rebates for complex orders in all symbols
that are not in the Penny Pilot Program (``Non-Penny Pilot
Symbols'').\7\ Now that the Exchange has adopted maker/taker fees and
rebates, which are designed to attract complex orders to the Exchange,
and has a specific taker fee for Customer (Professional) complex
orders, the Complex Order Taker Fee has become a disincentive for
Members to execute Priority Customer complex orders to take advantage
of rebates offered by the Exchange because once Priority Customers
orders reach the 1,000 order threshold, those orders become subject to
the Complex Order Taker Fee. As noted above, the Exchange did not
intend to charge Priority Customer orders the Complex Order Taker Fee
and this proposed rule change will fully accomplish that goal.
Therefore, the Exchange proposes to eliminate this fee and remove it
from its Schedule of Fees.
---------------------------------------------------------------------------
\4\ See Exchange Act Release No. 61869 (April 7, 2010), 75 FR
19449 (April 14, 2010) (SR-ISE-2010-25).
\5\ The Select Symbols are identified by their ticker symbol on
the Exchange's Schedule of Fees.
\6\ See Exchange Act Release No. 65724 (November 10, 2011), 76
FR 71413 (November 17, 2011) (SR-ISE-2011-72).
\7\ See Exchange Act Release Nos. 66084 (January 3, 2012), 77 FR
1103 (January 9, 2012) (SR-ISE-2011-84); and 66392 (February 14,
2012), 77 FR 10016 (February 21, 2012) (SR-ISE-2012-06).
---------------------------------------------------------------------------
Second, the Exchange currently has a fee pursuant to which Exchange
Primary Market Makers (PMMs) are subject to a minimum fee of $50,000
per options group (``Minimum PMM Fee''). To the extent that aggregate
execution fees in a group or bin of options do not total at least
$50,000 per month, the PMM for that bin must pay a fee representing the
difference between $50,000 and the aggregate actual execution fees. The
Exchange adopted this fee during its early years in order to encourage
PMMs to ramp up their operations as quickly as possible and to avoid a
potential revenue shortfall. ISE's PMMs have been fully operating all
of their PMM trading rights for a number of years and generate revenue
greater than the Minimum PMM Fee. The Exchange does not believe there
is a need for this fee any more. Therefore, the Exchange proposes to
eliminate this fee and remove it from its Schedule of Fees.
Finally, when the Exchange adopted its maker/taker fees and
rebates, it also adopted a distinction between small size Priority
Customer orders, i.e., Priority Customer orders of less than 100
contracts, and large size Priority Customer orders, i.e., Priority
Customer orders of 100 or more contracts.\8\ The purpose for this
distinction was to allow the Exchange to charge small size Priority
Customer orders and large size Priority Customer orders different
rates. And for a period of time, the Exchange charged a higher fee for
large size Priority Customer orders.\9\ However, in January 2011, the
Exchange standardized the fee for Priority Customer orders \10\ and no
longer charges different rates for these orders. The Exchange now
proposes to eliminate this distinction from its Schedule of Fees and
will continue to apply the same level of fees to Priority Customer
orders, regardless of size.
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\8\ See supra note 4 [sic].
\9\ See supra note 4 [sic].
\10\ See Exchange Act Release No. 63664 (January 6, 2011), 76 FR
2170 (January 12, 2011) (SR-ISE-2010-120).
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2. Basis
The Exchange believes that its proposal to amend its Schedule of
Fees is consistent with Section 6(b) of the Securities and Exchange Act
of 1934 (the ``Exchange Act'') \11\ in general, and furthers the
objectives of Section 6(b)(4) of the Exchange Act \12\ in particular,
in that it is an equitable allocation of reasonable dues, fees and
other charges among Exchange members and other persons using its
facilities. The Exchange believes it is reasonable to remove the three
fees that are the subject of this proposed rule change from the
Exchange's Schedule of Fees because they are either no longer
applicable, in the case of the Minimum PMM fee and the fee for Priority
Customer orders, or are a disincentive for order flow, as in the case
of the Complex Order Taker Fee. The Complex Order Taker Fee, since its
adoption, was intended for Professional Customer orders, as evidenced
by the waiver the Exchange adopted that waived this fee for the first
1,000 orders from customers that take liquidity from the complex order
book. The presumption was that Priority Customer orders would not
exceed this threshold and thus would not be subject to the fee. This
proposed rule change accomplishes that goal because Professional
Customer complex orders that take liquidity are now charged a fee under
the Exchange's maker/taker fees and by removing this fee from the
Exchange's Schedule of Fees, Priority Customer orders will no longer be
subject to this fee.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that this proposed rule change which seeks to
amend the text of the Schedule of Fees to clarify the applicability of
certain fees is also both reasonable and equitable because Members
would benefit from clear guidance in the rule text describing the
manner in which the Exchange would assess fees. The Exchange further
believes the proposed rule change is reasonable because removing these
fees from the Schedule of Fees will provide clarity and greater
transparency regarding the Exchange's fees. The Exchange notes that the
proposed rule change is also equitably allocated and not unfairly
discriminatory in that it treats similarly situated market participants
in the same manner, i.e. the removal of the three fees will impact all
market participants equally on the Exchange.
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Exchange Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Exchange Act.\13\ At any time within 60 days of
the filing of such 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. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\13\ 15 U.S.C. 78s(b)(3)(A)(ii).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
[[Page 35725]]
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Exchange 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 rule-comments@sec.gov. Please include
File No. SR-ISE-2012-46 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2012-46. 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 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-ISE-2012-46 and should be
submitted on or before July 5, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-14533 Filed 6-13-12; 8:45 am]
BILLING CODE 8011-01-P