Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Amex Options Fee Schedule To Increase the Monthly Fee per Amex Trading Permit for Order Flow Providers and Clearing Members and Make a Conforming Change to the Current Text in the Fee Schedule, 39761-39763 [2012-16525]
Download as PDF
Federal Register / Vol. 77, No. 129 / Thursday, July 5, 2012 / Notices
below, the Commission is granting
approval of the proposed rule change.
TKELLEY on DSK3SPTVN1PROD with NOTICES
II. Description
This rule change will amend Chapter
26 of ICC’s rules to add Section 26C to
provide for the clearance of the CDX
Emerging Markets CDS contracts
(‘‘CDX.EM Contracts’’), which reference
an emerging market sovereign index.
ICC will list the five year tenor of Series
14, 15, 16 and 17 of the CDX.EM
Contracts.
CDX.EM Contracts have similar terms
to the CDX North American Index CDS
contracts (‘‘CDX.NA Contracts’’)
currently cleared by ICC and governed
by Section 26A of the ICC rules.
Accordingly, the proposed rules found
in Section 26C largely mirror the ICC
rules for CDX.NA Contracts in Section
26A, with certain modifications that
reflect the underlying reference entities
(sovereign reference entities instead of
corporate reference entities) and
differences in terms and market
conventions between CDX.EM Contracts
and CDX.NA Contracts. The CDX.EM
Contracts reference the CDX.EM index,
the current series of which consists of
15 emerging market sovereign entities:
Argentina, Venezuela, Brazil, Malaysia,
Colombia, Hungary, Indonesia, Panama,
Peru, South Africa, the Philippines,
Turkey, Russia, Ukraine, and Mexico.
CDX.EM Contracts, consistent with
market convention and widely used
standard terms documentation, can be
triggered by credit events for failure to
pay, restructuring, and repudiation/
moratorium (by contrast to the credit
events of failure to pay and bankruptcy
applicable to the CDX.NA Contracts).
CDX.EM Contracts will only be
denominated in U.S. dollars.
ICC Rule 26C–102 (Definitions) sets
forth the definition ICC uses for its
CDX.EM Contract rules. An ‘‘Eligible
CDX.EM Untranched Index’’ is defined
as ‘‘each particular series and version of
a CDX.EM index or sub-index, as
published by the CDX.EM Untranched
Publisher, included from time to time in
the List of Eligible CDX.EM Untranched
Indexes,’’ which is a list maintained,
updated, and published from time to
time by the ICC board of directors or its
designee, containing certain specified
information with respect to each index.
‘‘CDX.EM Untranched Terms
Supplement’’ refers to the market
standard form of documentation used
for credit default swaps on the CDX.EM
index, which is incorporated by
reference into the contract specifications
in Section 26C. The remaining
definitions are substantially the same as
the definitions found in Section 26A of
VerDate Mar<15>2010
16:48 Jul 03, 2012
Jkt 226001
the ICC rules, other than certain
conforming changes.
Rules 26C–309 (Acceptance of
CDX.EM Untranched Contract), 26C–
315 (Terms of the Cleared CDX.EM
Untranched Contract), and 26C–316
(Updating Index Version of Fungible
Contracts After a Credit Event or a
Succession Event; Updating Relevant
Untranched Standard Terms
Supplement) reflect or incorporate the
basic contract specifications for
CDX.EM Contracts and are substantially
the same as under Section 26A of the
ICC rulebook for CDX.NA Contracts. In
addition to various non-substantive
conforming changes, proposed Rule
26C–317 (Terms of CDX.EM Untranched
Contracts) differs from the
corresponding Rule 26A–317 to reflect
the fact that restructuring and
repudiation/moratorium are credit
events for the CDX.EM Contract.
In addition, a conforming change is
being made to the definition of
‘‘Restructuring CDS Contract’’ in
Section 26E (CDS Restructuring Rules)
to address components of CDX.EM
Contracts that become subject to a
restructuring credit event. The treatment
of such restructuring credit events for
CDX.EM Contracts will thus be as set
forth in existing Section 26E of the ICC
rules.
III. Discussion
Section 19(b)(2)(B) of the Act 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.5 After
careful review, the Commission finds
that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a registered
clearing agency. Given the particular
characteristics of the products proposed
to be cleared, the Commission carefully
considered ICC’s ability to clear the
CDX.EM Contracts in a manner that
assures the safeguarding of securities
and funds which are in the custody and
control of ICC or for which ICC is
responsible. After considering the
5 15 U.S.C. 78s(b)(2)(B). For example, Section
17A(b)(3)(F) of the Act requires, among other
things, that the rules of a clearing agency be
designed to assure the safeguarding of securities
and funds in the custody or control of the clearing
agency or for which the clearing agency is
responsible. 15 U.S.C. 78q-1(b)(3)(F). Though the
CDX.EM Contracts are not themselves securities,
the safety and soundness of the product directly
impacts ICC’s ability to safeguard securities and
funds in its custody or control or for which it is
responsible.
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
39761
representations made by ICC regarding
its belief that it would clear CDX.EM
Contracts in a manner that assures the
safeguarding of securities and funds, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and the rules
and regulations thereunder.
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposal is
consistent with the requirements of the
Act and in particular with the
requirements of Section 17A of the Act 6
and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,7 that the
proposed rule change (File No. SR–ICC–
2012–04) be, and hereby is, approved.8
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–16371 Filed 7–3–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67321; File No. SR–
NYSEMKT–2012–16]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE
Amex Options Fee Schedule To
Increase the Monthly Fee per Amex
Trading Permit for Order Flow
Providers and Clearing Members and
Make a Conforming Change to the
Current Text in the Fee Schedule
June 29, 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 June 27,
2012, NYSE MKT LLC (the ‘‘Exchange’’
or ‘‘NYSE MKT’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
6 15
U.S.C. 78q–1.
U.S.C. 78s(b)(2).
8 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).
9 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
7 15
E:\FR\FM\05JYN1.SGM
05JYN1
39762
Federal Register / Vol. 77, No. 129 / Thursday, July 5, 2012 / Notices
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
NYSE Amex Options Fee Schedule (the
‘‘Fee Schedule’’) to increase the
monthly fee per Amex Trading Permit
(‘‘ATP’’) for Order Flow Providers and
Clearing Members and to make a
conforming change to the current text in
the Fee Schedule. The proposed change
will be operative on July 1, 2012. The
text of the proposed rule change is
available on the Exchange’s Web site at
www.nyse.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 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
Statutory Basis for, the Proposed Rule
Change
TKELLEY on DSK3SPTVN1PROD with NOTICES
1. Purpose
The Exchange proposes to amend the
Fee Schedule to increase the monthly
fee per ATP for Order Flow Providers
and Clearing Members and to make a
conforming change to the current text in
the Fee Schedule. Specifically, the
Exchange proposes to increase the fee
per ATP for Order Flow Providers and
Clearing Members from $500 per month
to $1,000 per month. The Exchange does
not propose to increase the monthly fee
per ATP for Floor Brokers. The
Exchange believes that the proposed
rule change is warranted because
volume on the Exchange has increased
and the ATP fees for these participants
have not changed since March 2009.3
Since March 2009, the Exchange’s
market share has increased from
approximately 5% to 15%. The
Exchange notes that the proposed fee
3 See Securities Exchange Act Release No. 59478
(Feb. 27, 2009), 74 FR 9857 (Mar. 6, 2009) (SR–
NYSEALTR–2009–19).
VerDate Mar<15>2010
16:48 Jul 03, 2012
Jkt 226001
will fall within the range of fees charged
by at least one other exchange.4
The Exchange also proposes to make
conforming changes to the text of the
Fee Schedule. Presently, the Fee
Schedule refers to ‘‘Order Routing’’ and
‘‘Clearing Firms’’ in the context of the
ATP fees charged on a monthly basis for
a participant acting in either capacity.
The Exchange proposes to change
Clearing Firm to Clearing Member and
Order Routing to Order Flow Provider
because Clearing Firm and Order
Routing are not defined terms in the
rules of the Exchange.5 The Exchange is
making this change in order to reduce
any potential confusion regarding which
fee applies.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6(b) 6 of the
Securities Exchange Act of 1934 (the
‘‘Act’’), in general, and Section 6(b)(4) 7
of the Act, in particular, in that it is
designed to provide for the equitable
allocation of reasonable dues, fees, and
other charges among its members and
other persons using its facilities. The
Exchange believes that the proposed
increase in ATP fees for participants
acting as Order Flow Providers or
Clearing Members is reasonable and
equitable given the large increase in
volume since the fees were established
in March 2009. In addition, the fee
increase from $500 to $1,000 per month
is reasonable in light of the Exchange’s
increase in market share during the
same time period, from approximately
5% in March 2009 to approximately
15% presently. The proposed rule
change is equitable in that other
participants have previously
experienced fee increases during the
same time period. For example, the ATP
fee for NYSE Amex Options Market
Makers was increased from $1,000 per
month to $5,000 per month.8 In
addition, the proposed fee increase is
reasonable because it is comparable to
4 See NASDAQ Phlx Fee Schedule as of June 1,
2012, section VI Membership fees, where the Permit
and Registration fees for a PHLX Member
transacting business on PHLX is $2,000 per month,
available at https://nasdaqomxphlx.cchwall
street.com/NASDAQOMXPHLXTools/Platform
Viewer.asp?selectednode=chp_1_4_1&manual=
%2Fnasdaqomxphlx%2Fphlx%2Fphlxrulesbrd%2F.
5 See Rule 900.2NY(11) and Rule 900.2NY(57),
which define Clearing Member and Order Flow
Provider, respectively.
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(4).
8 See Securities Exchange Act Release No. 61670
(March 5, 2010), 75 FR 12325 (March 15, 2010) (SR–
NYSEAmex–2010–19).
PO 00000
Frm 00088
Fmt 4703
Sfmt 4703
fees offered on at least one another
exchange.9
The Exchange notes that it is leaving
the monthly ATP fee for Floor Brokers
at $500 per month. The Exchange
believes this is both reasonable and
equitable given the following. First, ATP
Holders conducting a floor brokerage
business are required to purchase an
ATP for each Floor Broker that is
engaged in business on the floor of the
Exchange. In practice, such firms
typically have more than one ATP to
ensure adequate coverage on the trading
floor (i.e., a single Floor Broker cannot
be physically present in several trading
crowds at the same time). As a result,
ATP Holders conducting a floor
brokerage business typically pay more
in ATP fees than either Order Flow
Providers or Clearing Members by virtue
of the requirement that they have an
ATP for each Floor Broker on the floor
in their employ. By contrast, an Order
Flow Provider sending agency orders to
the Exchange for execution, either
electronically or via phone for a Floor
Broker to execute, need only purchase a
single ATP each month to conduct their
business. Similarly, a Clearing Member,
sending orders to the Exchange
electronically or utilizing a Floor Broker
to represent their orders also is only
required to purchase a single ATP to
conduct their business. Further, while
the Exchange has seen increases in
volume and market share, the amount of
open outcry volume has remained
steady over time and as a result has
actually decreased as a percentage of
overall Exchange volume. Consequently,
Floor Brokers and other on floor
participants may have not benefited
from the overall increase in Exchange
volumes and market share as have other
participants.
The Exchange believes the proposed
change is not unfairly discriminatory as
it will apply to all participants who act
as either Order Flow Providers or
Clearing Members equally. Also, the
Exchange believes that increasing the
fees applicable to Order Flow Providers
and Clearing Members while leaving the
ATP fee applicable to Floor Brokers is
not unfairly discriminatory given the
nature of the volume increases coupled
with the fact that most ATP Holders
conducting a Floor Broker business are
already paying more than $500 per
month as they are required to purchase
an ATP for each Floor Broker in their
employ—whereas that is not the case for
Order Flow Providers and Clearing
Members.
The Exchange also believes that the
proposed conforming changes to terms
9 See
E:\FR\FM\05JYN1.SGM
supra note 4.
05JYN1
Federal Register / Vol. 77, No. 129 / Thursday, July 5, 2012 / Notices
in the Fee Schedule will add clarity and
reduce any potential confusion among
market participants.
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
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 10 of the Act and
subparagraph (f)(2) of Rule 19b–4 11
thereunder, because it establishes a due,
fee, or other charge imposed by the
NYSE MKT.
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 Act.
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–NYSEMKT–2012–16 on the
subject line.
TKELLEY on DSK3SPTVN1PROD with NOTICES
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–NYSEMKT–2012–16. This
10 15
11 17
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 such 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–
NYSEMKT–2012–16 and should be
submitted on or before July 26, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–16525 Filed 7–3–12; 8:45 am]
BILLING CODE 8011–01–P
16:48 Jul 03, 2012
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67320; File No. SR–
NYSEArca–2012–44]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
Proposed Rule Change Relating to
Listing and Trading of iShares
Strategic Beta U.S. Large Cap Fund
and iShares Strategic Beta U.S. Small
Cap Fund Under NYSE Arca Equities
Rule 8.600
June 29, 2012.
I. Introduction
On May 14, 2012, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
12 17
Jkt 226001
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’ or
‘‘Exchange Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
list and trade shares (‘‘Shares’’) of the
iShares Strategic Beta U.S. Large Cap
Fund and iShares Strategic Beta U.S.
Small Cap Fund (each a ‘‘Fund’’ and,
collectively, ‘‘Funds’’) under NYSE Arca
Equities Rule 8.600. The proposed rule
change was published in the Federal
Register on May 30, 2012.3 The
Commission received no comments on
the proposal. This order grants approval
of the proposed rule change.
II. Description of the Proposal
The Exchange proposes to list and
trade the Shares of the Funds pursuant
to NYSE Arca Equities Rule 8.600,
which governs the listing and trading of
Managed Fund Shares on the Exchange.
The Shares will be offered by iShares
U.S. ETF Trust (‘‘Trust’’), a statutory
trust organized under the laws of the
State of Delaware and registered with
the Commission as an open-end
management investment company.4 The
Funds will be managed by BlackRock
Fund Advisors (‘‘BFA’’ or ‘‘Adviser’’),
an indirect wholly-owned subsidiary of
BlackRock, Inc. BlackRock Investments,
LLC will be the principal underwriter
and distributor of the Funds’ Shares.
State Street Bank and Trust Company
will serve as administrator, custodian,
and transfer agent for the Funds. The
Exchange states that the Adviser is
affiliated with multiple broker-dealers
and has implemented a fire wall with
respect to such broker-dealers regarding
access to information concerning the
composition and/or changes to the
Funds’ portfolios.5
1 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
VerDate Mar<15>2010
39763
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 67045
(May 23, 2012), 77 FR 31899 (‘‘Notice’’).
4 The Trust is registered under the Investment
Company Act of 1940 (‘‘1940 Act’’). On December
21, 2011, the Trust filed with the Commission Form
N–1A under the Securities Act of 1933 and under
the 1940 Act relating to the (i) iShares Strategic Beta
U.S. Large Cap Fund (File Nos. 333–178677 and
811–22649) (‘‘Large Cap Registration Statement’’),
and (ii) iShares Strategic Beta U.S. Small Cap Fund
(File Nos. 333–178675 and 811–22649) (‘‘Small Cap
Registration Statement’’ and, together with the
Large Cap Registration Statement, ‘‘Registration
Statements’’). In addition, the Commission has
issued an order granting exemptive relief to the
Trust under the 1940 Act. See Investment Company
Act Release No. 29571 (January 24, 2011) (File No.
812–13601) (‘‘Exemptive Order’’).
5 See Commentary .06 to NYSE Arca Equities
Rule 8.600. The Exchange represents that, in the
event (a) the Adviser becomes newly affiliated with
a broker-dealer, or (b) any new adviser or subadviser becomes affiliated with a broker-dealer,
such adviser and/or sub-adviser will implement a
fire wall with respect to such broker-dealer
regarding access to information concerning the
2 17
CFR 200.30–3(a)(12).
Frm 00089
Fmt 4703
Sfmt 4703
Continued
E:\FR\FM\05JYN1.SGM
05JYN1
Agencies
[Federal Register Volume 77, Number 129 (Thursday, July 5, 2012)]
[Notices]
[Pages 39761-39763]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-16525]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67321; File No. SR-NYSEMKT-2012-16]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Rule Change Amending the NYSE Amex
Options Fee Schedule To Increase the Monthly Fee per Amex Trading
Permit for Order Flow Providers and Clearing Members and Make a
Conforming Change to the Current Text in the Fee Schedule
June 29, 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 June 27, 2012, NYSE MKT LLC (the ``Exchange'' or ``NYSE MKT'') filed
with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I, II and III below, which
Items have been prepared by the self-regulatory organization. The
Commission is publishing this notice to
[[Page 39762]]
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 Exchange proposes to amend the NYSE Amex Options Fee Schedule
(the ``Fee Schedule'') to increase the monthly fee per Amex Trading
Permit (``ATP'') for Order Flow Providers and Clearing Members and to
make a conforming change to the current text in the Fee Schedule. The
proposed change will be operative on July 1, 2012. The text of the
proposed rule change is available on the Exchange's Web site at
www.nyse.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 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule to increase the
monthly fee per ATP for Order Flow Providers and Clearing Members and
to make a conforming change to the current text in the Fee Schedule.
Specifically, the Exchange proposes to increase the fee per ATP for
Order Flow Providers and Clearing Members from $500 per month to $1,000
per month. The Exchange does not propose to increase the monthly fee
per ATP for Floor Brokers. The Exchange believes that the proposed rule
change is warranted because volume on the Exchange has increased and
the ATP fees for these participants have not changed since March
2009.\3\ Since March 2009, the Exchange's market share has increased
from approximately 5% to 15%. The Exchange notes that the proposed fee
will fall within the range of fees charged by at least one other
exchange.\4\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 59478 (Feb. 27,
2009), 74 FR 9857 (Mar. 6, 2009) (SR-NYSEALTR-2009-19).
\4\ See NASDAQ Phlx Fee Schedule as of June 1, 2012, section VI
Membership fees, where the Permit and Registration fees for a PHLX
Member transacting business on PHLX is $2,000 per month, available
at https://nasdaqomxphlx.cchwallstreet.com/NASDAQOMXPHLXTools/PlatformViewer.asp?selectednode=chp_1_4_1&manual=%2Fnasdaqomxphlx%2Fphlx%2Fphlx-rulesbrd%2F.
---------------------------------------------------------------------------
The Exchange also proposes to make conforming changes to the text
of the Fee Schedule. Presently, the Fee Schedule refers to ``Order
Routing'' and ``Clearing Firms'' in the context of the ATP fees charged
on a monthly basis for a participant acting in either capacity. The
Exchange proposes to change Clearing Firm to Clearing Member and Order
Routing to Order Flow Provider because Clearing Firm and Order Routing
are not defined terms in the rules of the Exchange.\5\ The Exchange is
making this change in order to reduce any potential confusion regarding
which fee applies.
---------------------------------------------------------------------------
\5\ See Rule 900.2NY(11) and Rule 900.2NY(57), which define
Clearing Member and Order Flow Provider, respectively.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6(b) \6\ of the Securities Exchange Act
of 1934 (the ``Act''), in general, and Section 6(b)(4) \7\ of the Act,
in particular, in that it is designed to provide for the equitable
allocation of reasonable dues, fees, and other charges among its
members and other persons using its facilities. The Exchange believes
that the proposed increase in ATP fees for participants acting as Order
Flow Providers or Clearing Members is reasonable and equitable given
the large increase in volume since the fees were established in March
2009. In addition, the fee increase from $500 to $1,000 per month is
reasonable in light of the Exchange's increase in market share during
the same time period, from approximately 5% in March 2009 to
approximately 15% presently. The proposed rule change is equitable in
that other participants have previously experienced fee increases
during the same time period. For example, the ATP fee for NYSE Amex
Options Market Makers was increased from $1,000 per month to $5,000 per
month.\8\ In addition, the proposed fee increase is reasonable because
it is comparable to fees offered on at least one another exchange.\9\
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(4).
\8\ See Securities Exchange Act Release No. 61670 (March 5,
2010), 75 FR 12325 (March 15, 2010) (SR-NYSEAmex-2010-19).
\9\ See supra note 4.
---------------------------------------------------------------------------
The Exchange notes that it is leaving the monthly ATP fee for Floor
Brokers at $500 per month. The Exchange believes this is both
reasonable and equitable given the following. First, ATP Holders
conducting a floor brokerage business are required to purchase an ATP
for each Floor Broker that is engaged in business on the floor of the
Exchange. In practice, such firms typically have more than one ATP to
ensure adequate coverage on the trading floor (i.e., a single Floor
Broker cannot be physically present in several trading crowds at the
same time). As a result, ATP Holders conducting a floor brokerage
business typically pay more in ATP fees than either Order Flow
Providers or Clearing Members by virtue of the requirement that they
have an ATP for each Floor Broker on the floor in their employ. By
contrast, an Order Flow Provider sending agency orders to the Exchange
for execution, either electronically or via phone for a Floor Broker to
execute, need only purchase a single ATP each month to conduct their
business. Similarly, a Clearing Member, sending orders to the Exchange
electronically or utilizing a Floor Broker to represent their orders
also is only required to purchase a single ATP to conduct their
business. Further, while the Exchange has seen increases in volume and
market share, the amount of open outcry volume has remained steady over
time and as a result has actually decreased as a percentage of overall
Exchange volume. Consequently, Floor Brokers and other on floor
participants may have not benefited from the overall increase in
Exchange volumes and market share as have other participants.
The Exchange believes the proposed change is not unfairly
discriminatory as it will apply to all participants who act as either
Order Flow Providers or Clearing Members equally. Also, the Exchange
believes that increasing the fees applicable to Order Flow Providers
and Clearing Members while leaving the ATP fee applicable to Floor
Brokers is not unfairly discriminatory given the nature of the volume
increases coupled with the fact that most ATP Holders conducting a
Floor Broker business are already paying more than $500 per month as
they are required to purchase an ATP for each Floor Broker in their
employ--whereas that is not the case for Order Flow Providers and
Clearing Members.
The Exchange also believes that the proposed conforming changes to
terms
[[Page 39763]]
in the Fee Schedule will add clarity and reduce any potential confusion
among market participants.
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
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \10\ of the Act and subparagraph (f)(2) of Rule
19b-4 \11\ thereunder, because it establishes a due, fee, or other
charge imposed by the NYSE MKT.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
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 Act.
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 rule-comments@sec.gov. Please include
File Number SR-NYSEMKT-2012-16 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-NYSEMKT-2012-16. 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 such 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-NYSEMKT-2012-16 and should
be submitted on or before July 26, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
---------------------------------------------------------------------------
\12\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-16525 Filed 7-3-12; 8:45 am]
BILLING CODE 8011-01-P