Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Reformat the Schedule of Fees, 46776-46778 [2012-19081]
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Federal Register / Vol. 77, No. 151 / Monday, August 6, 2012 / Notices
information on respondents, including
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technology. Consideration will be given
to comments and suggestions submitted
in writing within 60 days of this
publication.
Please direct your written comments
to Thomas Bayer, Director/Chief
Information Officer, Securities and
Exchange Commission, c/o Remi PavlikSimon, 6432 General Green Way,
Alexandria, VA 22312; or send an email
to: PRA_Mailbox@sec.gov.
Dated: July 31, 2012.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–19085 Filed 8–3–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission held a Closed Meeting on
Wednesday, August 1, 2012 at 2:30 p.m.
The General Counsel of the
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certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c), 4, 8 and 9(A) and (B) and
17 CFR 200.402(a)(4), (8) and 9(A) and
(B) permit consideration of the
scheduled matter at the Closed Meeting.
Certain staff members who had an
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Commissioner Paredes, as duty
officer, voted to consider the item listed
for the Closed Meeting in a closed
session, and determined that no earlier
notice thereof was possible
The subject matter of the Closed
Meeting on August 1, 2012 was a matter
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or postponed, please contact:
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551–5400.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67545; File No. SR–ISE–
2012–65]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Reformat the Schedule of
Fees
July 31, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on July 25,
2012, the International Securities
Exchange, LLC (the ‘‘ISE’’ or the
‘‘Exchange’’) 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
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 ISE is proposing to relocate
various fees within the Schedule of Fees
in order to group fees with other similar
types of fees and adopt a Table of
Contents for the 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.
Dated: August 1, 2012.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–19209 Filed 8–2–12; 11:15 am]
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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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 relocate various fees within
the Exchange’s Schedule of Fees to
group fees so that the Exchange’s fees
may be easily located within the fee
schedule. The Exchange also proposes
to adopt a Table of Contents so that the
Exchange’s fees are easily located
within the Schedule of Fees. The
Exchange is not proposing any
substantive changes, but rather proposes
to merely rearrange text within the
Schedule of Fees. The only substantive
change the Exchange proposes to make
is the adoption of a Preface wherein the
Exchange proposes to adopt definitions
of market participants, certain order
types, and provide a list of symbols for
certain defined groups of securities. The
information proposed in the Preface
already appears in one form or another
on the Exchange’s current Schedule of
Fees.
Specifically, the Exchange proposes to
adopt a Table of Contents and therein,
adopt Sections I through IX. Proposed
Section I contains a table for Regular
Order Fees and Rebates; Proposed
Section II contains a table for Complex
Order Fees and Rebates; Proposed
Section III contains FX Options Fees
and Rebates; Proposed Section IV
contains Other Options Fees and
Rebates; 3 Proposed Section V contains
Trading Application Software fees; 4
Proposed Section VI contains Access
Service fees; 5 Proposed Section VII
contains Legal & Regulatory fees; 6
Proposed Section VIII contains Market
3 Other Options Fees and Rebates include the
QCC and Solicitation Rebate, Index License
Surcharge, Market Maker Tiers, Payment for Order
Flow, PMM Linkage Credit, Route-Out Fees, Credit
for Responses to Flash Orders, Firm Fee Cap,
Inactive PMM Fee and Cancellation Fee. The
Exchange notes that by adopting the proposed
headings, the Exchange is simply proposing to
make its Schedule of Fees more transparent and
easier to navigate. As such, the Exchange believes
that changes such as the adoption of the term PMM
Linkage Credit, which is currently identified on the
Exchange’s Schedule of Fees as Intermarket Sweep
Order Credit, are not substantive changes and are
simply name changes to allow market participants
to understand the Exchange’s fees and credits with
greater ease.
4 Trading Application Software fees include
Installation fees, Software License and Maintenance
fees and FIX Session/API Session fees.
5 Access Service fees include Access Fees,
Network Fees and Telco Line Charges.
6 Legal & Regulatory fees include Application Fee,
Administrative Fee, Options Regulatory Fee and
Regulatory Fee.
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Data fees; 7 and Proposed Section IX
contains Other Services fees.8
This proposed rule change also
proposes to adopt a Preface which
contains a list of defined terms that are
used by the Exchange in assessing its
fees for market participants to use as
guidance in determining the Exchange’s
fees and rebates. Specifically, the
Exchange proposes to adopt the
following terms and definitions in the
proposed Preface:
• A ‘‘Priority Customer’’ is a person
or entity that is not a broker/dealer in
securities, and does not place more than
390 orders in listed options per day on
average during a calendar month for its
own beneficial account(s), as defined in
ISE Rule 100(a)(37A).9
• A ‘‘Professional Customer’’ is a
person or entity that is not a broker/
dealer and is not a Priority Customer.
• A ‘‘Non-ISE Market Maker’’ is a
market maker as defined in Section
3(a)(38) of the Securities Exchange Act
of 1934, as amended, registered in the
same options class on another options
exchange.
• A ‘‘Firm Proprietary’’ order is an
order submitted by a member for its
own proprietary account.
• A ‘‘Broker-Dealer’’ order is an order
submitted by a member for a nonmember broker-dealer’ account.10
• A ‘‘Flash Order’’ is a Priority or
Professional Customer order that is
exposed at the National Best Bid or
Offer by the Exchange to all members
for execution, as provided under
Supplementary Material .02 to ISE Rule
803.
7 Market Data fees include fees for the following
market data offerings: ISE Open/Close Trade Profile
End of Day, ISE Open/Close Trade Profile Intraday,
ISE Open/Close Trade Profile End of Day and ISE
Open/Close Trade Profile Intraday, Enhanced
Sentiment Market Data, Historical Data, Real-time
Depth of Market Raw Data Feed, ISE Order Feed,
ISE Top Quote Feed, ISE Spread Feed and ISE
Implied Volatility and Greeks Feed.
8 Other Services fees include Training, Testing,
Third Party Developers and Disaster Recovery
Testing & Relocation Services fees.
9 Prior to adopting the term ‘‘Priority Customer,’’
retail customers were identified on the Exchange’s
Schedule of Fees, and in some cases, are still
identified on the Exchange’s Schedule of Fees, by
the term ‘‘public customers.’’ With this proposed
rule change, public customers will now be
identified as Priority Customers. The Exchange is
not proposing any substantive change and is simply
making a name change for the purpose of
identifying this category of market participant
consistently throughout the Schedule of Fees.
10 The term ‘‘Broker-Dealer’’ does not currently
appear in the Exchange’s Schedule of Fees. BrokerDealer orders are currently charged the same fees
as Firm Proprietary orders. However, in recognizing
that Firm Proprietary orders and Broker-Dealer
orders are not always synonymous, the Exchange
proposes to adopt the term ‘‘Broker-Dealer’’ as a
distinct order type.
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• A ‘‘Regular Order’’ is an order that
consists of only a single option series
and is not submitted with a stock leg.
• A ‘‘Complex Order’’ is any order
involving the simultaneous purchase
and/or sale of two or more different
options series in the same underlying
security, as provided in ISE Rule 722, as
well as Stock-Option Orders and SSF–
Option Orders.
• A ‘‘Crossing Order’’ is an order
executed in the Exchange’s Facilitation
Mechanism, Solicited Order
Mechanism, Price Improvement
Mechanism (PIM) or submitted as a
Qualified Contingent Cross order. For
purposes of this Fee Schedule, orders
executed in the Block Order Mechanism
are also considered Crossing Orders.11
• ‘‘Responses to Crossing Order’’ is
any contra-side interest submitted after
the commencement of an auction in the
Exchange’s Facilitation Mechanism,
Solicited Order Mechanism, Block
Order Mechanism or PIM.12
• ‘‘Select Symbols’’ are options
overlying QQQ, C, BAC, SPY, IWM,
XLF, GE, JPM, INTC, RIMM, T, VZ,
UNG, FCX, CSCO, DIA, AMZN, X, AA,
AIG, AXP, BBY, CAT, CHK, DNDN,
EEM, EFA, EWZ, F, FAS, FAZ, FSLR,
GDX, GLD, IYR, MGM, MS, MSFT, MU,
PBR, PG, POT, RIG, SDS, SLV, XLE,
XOM, ABX, BMY, BP, COP, DELL, FXI,
HAL, IBM, KO, LVS, MCD, MO, MON,
NOK, ORCL, PFE, QCOM, S, SLB,
SNDK, TBT, USO, V, VALE, WFT, XLI,
XRT, YHOO, AKAM, AMD, APC, BA,
BRCM, GG, HPQ, LCC, NEM, NFLX,
NVDA, QID, SSO, TEVA, TLT, TZA,
UAL, WFC, XLB, SIRI, SBUX, VVUS,
MSI, AAPL, BIDU, and VXX.
• ‘‘Special Non-Select Penny Pilot
Symbols’’ are options overlying BTU,
CLF, CRM, CVX, DE, EBAY, FDX, GLW,
GM, GMCR, GS, HD, LULU, MCP, MMR,
11 Crossing Order fees currently appear in the
column titled Facilitation, Solicited Order, Price
Improvement and Block Order Mechanisms and
Qualified Contingent Cross orders on pages 17, 21
and 23 of the Exchange’s current Schedule of Fees.
A Crossing Order is currently identified on the
Exchange’s Schedule of Fees as a Special Order.
With this proposed rule change, Special Orders will
now be identified as Crossing Orders. The Exchange
is not proposing any substantive change and is
simply making a name change for the purpose of
identifying these orders consistently throughout the
Schedule of Fees.
12 Responses to Crossing Order fees currently
appears as footnote 8 on page 18 and in the column
titled Responses to Special Orders on pages 21 and
23 of the Exchange’s current Schedule of Fees. A
Response to Crossing Order is currently identified
on the Exchange’s Schedule of Fees as a Response
to Special Order. With this proposed rule change,
Responses to Special Orders will now be identified
as Responses to Crossing Orders. The Exchange is
not proposing any substantive change and is simply
making a name change for the purpose of
identifying these orders consistently throughout the
Schedule of Fees.
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MOS, MRK, SHLD, SINA, SLW, UPS,
USB, WYNN, XHB, XLK.
• ‘‘Non-Select Symbols’’ are options
overlying all symbols excluding Select
Symbols and Special Non-Select Penny
Pilot Symbols.
• ‘‘FX Option Symbols’’ are options
overlying AUM, GBP, EUU and NDO.
• ‘‘Early Adopter FX Option
Symbols’’ are options overlying NZD,
PZO, SKA, BRB, AUX, BPX, CDD, EUI,
YUK and SFC.13
• ‘‘Singly Listed Symbols’’ are
options overlying DMA, FUM, HSX,
OOG, BYT, HVY, RUF, JLO, SIN, RND,
HHO, PMP, POW, TNY, WMX, IXZ,
UKX, NXTQ, FXO, QQEW, PLTM,
SMDD, and FIW.14
The goal of this proposed rule change
is to reformat the current fee schedule
by bringing the Exchange’s transaction
fees and rebates to the front of the
proposed Schedule of Fees and to
present these fees and rebates in a more
cohesive table as opposed to presenting
these fees and rebates in multiple tables,
as is currently the case. The Exchange
believes the proposed reformatted
Schedule of Fees will allow market
participants to more easily ascertain and
locate fees that are applicable to them.
2. Statutory 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’’) 15 in general, and
furthers the objectives of Section 6(b)(5)
of the Exchange Act 16 in particular, in
13 These ten (10) FX options are currently
identified on the Exchange’s Schedule of Fees as
symbols traded pursuant to an incentive plan
known as the FX Options Incentive Plan. With this
proposed rule change, these ten (10) FX options
will now be known as Early Adopter FX Option
Symbols. The Exchange is not proposing any
substantive change and is simply making a name
change for the purpose of identifying this group of
FX options consistently throughout the Schedule of
Fees.
14 The Exchange notes that DMA, FUM, HSX,
OOG, BYT, HVY, RUF, JLO, SIN, RND, HHO, PMP,
POW, TNY, WMX, IXZ, UKX and NXTQ are
currently identified on the Exchange’s Schedule of
Fees as Singly Listed Indexes, while FBT, FXO,
QQEW, CU, PLTM, SDOW, UDOW, SMDD, UMDD,
SRTY, URTY, FIW and CQQQ are currently
identified on the Exchange’s Schedule of Fees as
Singly Listed ETFs. However, eight (8) of the Singly
Listed ETFs are now listed on at least one other
exchange; therefore, ISE proposes to remove these
products from its list of Singly Listed Symbols. The
eight (8) products are FBT, CU, SDOQ, UDOW,
UMDD, SRTY, URTY and CQQQ. With this
proposed rule change, all of Singly Listed Indexes
and Singly Listed ETFs will collectively be
identified as Singly Listed Symbols. The Exchange
is not proposing any substantive change and is
simply adopting the term Singly Listed Symbol to
include all singly listed products.
15 15 U.S.C. 78f(b).
16 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 77, No. 151 / Monday, August 6, 2012 / Notices
that it is designed to promote just and
equitable principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest, by organizing its Rules
in such a way as to make them easy to
locate by grouping transaction fees with
other transaction fees and creating
sections for categories that, in some
cases, already exist on the Exchange’s
Schedule of Fees, to provide market
participants an ability to view fees,
which may be applicable to them, in
one section or subsection of the
Schedule of Fees. The Exchange
believes that adopting a Table of
Contents will provide greater clarity to
the Schedule of Fees and allow market
participants to readily locate fees within
the Schedule of Fees.
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.
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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 Act.17 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. 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
arguments concerning the foregoing,
including whether the proposed rule
17 15
U.S.C. 78s(b)(3)(A)(ii).
VerDate Mar<15>2010
17:11 Aug 03, 2012
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–ISE–2012–65 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–2012–65. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also
will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2012–65 and should be submitted on or
before August 27, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–19081 Filed 8–3–12; 8:45 am]
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[Release No. 34–67546; File No. SR–BOX–
2012–010]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend the
Fee Schedule for Trading on BOX
July 31, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (‘‘Act’’
or ‘‘Exchange Act’’) 1 and Rule 19b–4
thereunder,2 notice is hereby given that
on July 27, 2012, BOX Options
Exchange LLC (the ‘‘Exchange’’) 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 Exchange.
The Exchange filed the proposed rule
change pursuant to Section
19(b)(3)(A)(ii) of the Act,3 and Rule
19b–4(f)(2) thereunder,4 which renders
the proposal effective upon filing with
the Commission. 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
BOX Options Exchange LLC (the
‘‘Exchange’’) proposes to amend its Fee
Schedule for trading on its options
facility, BOX Market LLC (‘‘BOX’’).
While changes to the fee schedule
pursuant to this proposal will be
effective upon filing, the changes will
become operative on August 1, 2012.
The text of the proposed rule change is
available from the principal office of the
Exchange, on the Exchange’s Internet
Web site at https://boxexchange.com,
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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
2 17
CFR 200.30–3(a)(12).
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COMMISSION
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Agencies
[Federal Register Volume 77, Number 151 (Monday, August 6, 2012)]
[Notices]
[Pages 46776-46778]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-19081]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67545; File No. SR-ISE-2012-65]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Reformat the Schedule of Fees
July 31, 2012.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on July 25, 2012, the International Securities Exchange, LLC (the
``ISE'' or the ``Exchange'') 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
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 is proposing to relocate various fees within the Schedule
of Fees in order to group fees with other similar types of fees and
adopt a Table of Contents for the 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 relocate various
fees within the Exchange's Schedule of Fees to group fees so that the
Exchange's fees may be easily located within the fee schedule. The
Exchange also proposes to adopt a Table of Contents so that the
Exchange's fees are easily located within the Schedule of Fees. The
Exchange is not proposing any substantive changes, but rather proposes
to merely rearrange text within the Schedule of Fees. The only
substantive change the Exchange proposes to make is the adoption of a
Preface wherein the Exchange proposes to adopt definitions of market
participants, certain order types, and provide a list of symbols for
certain defined groups of securities. The information proposed in the
Preface already appears in one form or another on the Exchange's
current Schedule of Fees.
Specifically, the Exchange proposes to adopt a Table of Contents
and therein, adopt Sections I through IX. Proposed Section I contains a
table for Regular Order Fees and Rebates; Proposed Section II contains
a table for Complex Order Fees and Rebates; Proposed Section III
contains FX Options Fees and Rebates; Proposed Section IV contains
Other Options Fees and Rebates; \3\ Proposed Section V contains Trading
Application Software fees; \4\ Proposed Section VI contains Access
Service fees; \5\ Proposed Section VII contains Legal & Regulatory
fees; \6\ Proposed Section VIII contains Market
[[Page 46777]]
Data fees; \7\ and Proposed Section IX contains Other Services fees.\8\
---------------------------------------------------------------------------
\3\ Other Options Fees and Rebates include the QCC and
Solicitation Rebate, Index License Surcharge, Market Maker Tiers,
Payment for Order Flow, PMM Linkage Credit, Route-Out Fees, Credit
for Responses to Flash Orders, Firm Fee Cap, Inactive PMM Fee and
Cancellation Fee. The Exchange notes that by adopting the proposed
headings, the Exchange is simply proposing to make its Schedule of
Fees more transparent and easier to navigate. As such, the Exchange
believes that changes such as the adoption of the term PMM Linkage
Credit, which is currently identified on the Exchange's Schedule of
Fees as Intermarket Sweep Order Credit, are not substantive changes
and are simply name changes to allow market participants to
understand the Exchange's fees and credits with greater ease.
\4\ Trading Application Software fees include Installation fees,
Software License and Maintenance fees and FIX Session/API Session
fees.
\5\ Access Service fees include Access Fees, Network Fees and
Telco Line Charges.
\6\ Legal & Regulatory fees include Application Fee,
Administrative Fee, Options Regulatory Fee and Regulatory Fee.
\7\ Market Data fees include fees for the following market data
offerings: ISE Open/Close Trade Profile End of Day, ISE Open/Close
Trade Profile Intraday, ISE Open/Close Trade Profile End of Day and
ISE Open/Close Trade Profile Intraday, Enhanced Sentiment Market
Data, Historical Data, Real-time Depth of Market Raw Data Feed, ISE
Order Feed, ISE Top Quote Feed, ISE Spread Feed and ISE Implied
Volatility and Greeks Feed.
\8\ Other Services fees include Training, Testing, Third Party
Developers and Disaster Recovery Testing & Relocation Services fees.
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This proposed rule change also proposes to adopt a Preface which
contains a list of defined terms that are used by the Exchange in
assessing its fees for market participants to use as guidance in
determining the Exchange's fees and rebates. Specifically, the Exchange
proposes to adopt the following terms and definitions in the proposed
Preface:
A ``Priority Customer'' is a person or entity that is not
a broker/dealer in securities, and does not place more than 390 orders
in listed options per day on average during a calendar month for its
own beneficial account(s), as defined in ISE Rule 100(a)(37A).\9\
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\9\ Prior to adopting the term ``Priority Customer,'' retail
customers were identified on the Exchange's Schedule of Fees, and in
some cases, are still identified on the Exchange's Schedule of Fees,
by the term ``public customers.'' With this proposed rule change,
public customers will now be identified as Priority Customers. The
Exchange is not proposing any substantive change and is simply
making a name change for the purpose of identifying this category of
market participant consistently throughout the Schedule of Fees.
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A ``Professional Customer'' is a person or entity that is
not a broker/dealer and is not a Priority Customer.
A ``Non-ISE Market Maker'' is a market maker as defined in
Section 3(a)(38) of the Securities Exchange Act of 1934, as amended,
registered in the same options class on another options exchange.
A ``Firm Proprietary'' order is an order submitted by a
member for its own proprietary account.
A ``Broker-Dealer'' order is an order submitted by a
member for a non-member broker-dealer' account.\10\
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\10\ The term ``Broker-Dealer'' does not currently appear in the
Exchange's Schedule of Fees. Broker-Dealer orders are currently
charged the same fees as Firm Proprietary orders. However, in
recognizing that Firm Proprietary orders and Broker-Dealer orders
are not always synonymous, the Exchange proposes to adopt the term
``Broker-Dealer'' as a distinct order type.
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A ``Flash Order'' is a Priority or Professional Customer
order that is exposed at the National Best Bid or Offer by the Exchange
to all members for execution, as provided under Supplementary Material
.02 to ISE Rule 803.
A ``Regular Order'' is an order that consists of only a
single option series and is not submitted with a stock leg.
A ``Complex Order'' is any order involving the
simultaneous purchase and/or sale of two or more different options
series in the same underlying security, as provided in ISE Rule 722, as
well as Stock-Option Orders and SSF-Option Orders.
A ``Crossing Order'' is an order executed in the
Exchange's Facilitation Mechanism, Solicited Order Mechanism, Price
Improvement Mechanism (PIM) or submitted as a Qualified Contingent
Cross order. For purposes of this Fee Schedule, orders executed in the
Block Order Mechanism are also considered Crossing Orders.\11\
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\11\ Crossing Order fees currently appear in the column titled
Facilitation, Solicited Order, Price Improvement and Block Order
Mechanisms and Qualified Contingent Cross orders on pages 17, 21 and
23 of the Exchange's current Schedule of Fees. A Crossing Order is
currently identified on the Exchange's Schedule of Fees as a Special
Order. With this proposed rule change, Special Orders will now be
identified as Crossing Orders. The Exchange is not proposing any
substantive change and is simply making a name change for the
purpose of identifying these orders consistently throughout the
Schedule of Fees.
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``Responses to Crossing Order'' is any contra-side
interest submitted after the commencement of an auction in the
Exchange's Facilitation Mechanism, Solicited Order Mechanism, Block
Order Mechanism or PIM.\12\
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\12\ Responses to Crossing Order fees currently appears as
footnote 8 on page 18 and in the column titled Responses to Special
Orders on pages 21 and 23 of the Exchange's current Schedule of
Fees. A Response to Crossing Order is currently identified on the
Exchange's Schedule of Fees as a Response to Special Order. With
this proposed rule change, Responses to Special Orders will now be
identified as Responses to Crossing Orders. The Exchange is not
proposing any substantive change and is simply making a name change
for the purpose of identifying these orders consistently throughout
the Schedule of Fees.
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``Select Symbols'' are options overlying QQQ, C, BAC, SPY,
IWM, XLF, GE, JPM, INTC, RIMM, T, VZ, UNG, FCX, CSCO, DIA, AMZN, X, AA,
AIG, AXP, BBY, CAT, CHK, DNDN, EEM, EFA, EWZ, F, FAS, FAZ, FSLR, GDX,
GLD, IYR, MGM, MS, MSFT, MU, PBR, PG, POT, RIG, SDS, SLV, XLE, XOM,
ABX, BMY, BP, COP, DELL, FXI, HAL, IBM, KO, LVS, MCD, MO, MON, NOK,
ORCL, PFE, QCOM, S, SLB, SNDK, TBT, USO, V, VALE, WFT, XLI, XRT, YHOO,
AKAM, AMD, APC, BA, BRCM, GG, HPQ, LCC, NEM, NFLX, NVDA, QID, SSO,
TEVA, TLT, TZA, UAL, WFC, XLB, SIRI, SBUX, VVUS, MSI, AAPL, BIDU, and
VXX.
``Special Non-Select Penny Pilot Symbols'' are options
overlying BTU, CLF, CRM, CVX, DE, EBAY, FDX, GLW, GM, GMCR, GS, HD,
LULU, MCP, MMR, MOS, MRK, SHLD, SINA, SLW, UPS, USB, WYNN, XHB, XLK.
``Non-Select Symbols'' are options overlying all symbols
excluding Select Symbols and Special Non-Select Penny Pilot Symbols.
``FX Option Symbols'' are options overlying AUM, GBP, EUU
and NDO.
``Early Adopter FX Option Symbols'' are options overlying
NZD, PZO, SKA, BRB, AUX, BPX, CDD, EUI, YUK and SFC.\13\
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\13\ These ten (10) FX options are currently identified on the
Exchange's Schedule of Fees as symbols traded pursuant to an
incentive plan known as the FX Options Incentive Plan. With this
proposed rule change, these ten (10) FX options will now be known as
Early Adopter FX Option Symbols. The Exchange is not proposing any
substantive change and is simply making a name change for the
purpose of identifying this group of FX options consistently
throughout the Schedule of Fees.
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``Singly Listed Symbols'' are options overlying DMA, FUM,
HSX, OOG, BYT, HVY, RUF, JLO, SIN, RND, HHO, PMP, POW, TNY, WMX, IXZ,
UKX, NXTQ, FXO, QQEW, PLTM, SMDD, and FIW.\14\
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\14\ The Exchange notes that DMA, FUM, HSX, OOG, BYT, HVY, RUF,
JLO, SIN, RND, HHO, PMP, POW, TNY, WMX, IXZ, UKX and NXTQ are
currently identified on the Exchange's Schedule of Fees as Singly
Listed Indexes, while FBT, FXO, QQEW, CU, PLTM, SDOW, UDOW, SMDD,
UMDD, SRTY, URTY, FIW and CQQQ are currently identified on the
Exchange's Schedule of Fees as Singly Listed ETFs. However, eight
(8) of the Singly Listed ETFs are now listed on at least one other
exchange; therefore, ISE proposes to remove these products from its
list of Singly Listed Symbols. The eight (8) products are FBT, CU,
SDOQ, UDOW, UMDD, SRTY, URTY and CQQQ. With this proposed rule
change, all of Singly Listed Indexes and Singly Listed ETFs will
collectively be identified as Singly Listed Symbols. The Exchange is
not proposing any substantive change and is simply adopting the term
Singly Listed Symbol to include all singly listed products.
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The goal of this proposed rule change is to reformat the current
fee schedule by bringing the Exchange's transaction fees and rebates to
the front of the proposed Schedule of Fees and to present these fees
and rebates in a more cohesive table as opposed to presenting these
fees and rebates in multiple tables, as is currently the case. The
Exchange believes the proposed reformatted Schedule of Fees will allow
market participants to more easily ascertain and locate fees that are
applicable to them.
2. Statutory 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'') \15\ in general, and furthers the
objectives of Section 6(b)(5) of the Exchange Act \16\ in particular,
in
[[Page 46778]]
that it is designed to promote just and equitable principles of trade,
to remove impediments to and perfect the mechanism of a free and open
market and a national market system, and, in general, to protect
investors and the public interest, by organizing its Rules in such a
way as to make them easy to locate by grouping transaction fees with
other transaction fees and creating sections for categories that, in
some cases, already exist on the Exchange's Schedule of Fees, to
provide market participants an ability to view fees, which may be
applicable to them, in one section or subsection of the Schedule of
Fees. The Exchange believes that adopting a Table of Contents will
provide greater clarity to the Schedule of Fees and allow market
participants to readily locate fees within the Schedule of Fees.
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\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
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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 Act.\17\ 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. 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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\17\ 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
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-ISE-2012-65 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-2012-65. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-ISE-2012-65 and should be
submitted on or before August 27, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
Kevin M. O'Neill,
Deputy Secretary.
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\18\ 17 CFR 200.30-3(a)(12).
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[FR Doc. 2012-19081 Filed 8-3-12; 8:45 am]
BILLING CODE 8011-01-P