Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Deleting NYSE Arca Equities Rule 4.3(c) and Adopting New Rules 2262 and 2269 To Harmonize With the Rules of New York Stock Exchange LLC, NYSE MKT LLC, and Financial Industry Regulatory Authority, Inc., 53955-53957 [2012-21635]
Download as PDF
Federal Register / Vol. 77, No. 171 / Tuesday, September 4, 2012 / Notices
53955
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
of the most significant parts of such
statements.
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–2012–37 on the
subject line.
[Release No. 34–67737; File No. SR–
NYSEArca–2012–93]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, Proposed Rule
Change
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–2012–37. 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–
NYSEMKT–2012–37 and should be
submitted on or before September 25,
2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Kevin M. O’Neill,
Deputy Secretary.
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Deleting NYSE Arca
Equities Rule 4.3(c) and Adopting New
Rules 2262 and 2269 To Harmonize
With the Rules of New York Stock
Exchange LLC, NYSE MKT LLC, and
Financial Industry Regulatory
Authority, Inc.
August 28, 2012.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on August
16, 2012, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to delete
NYSE Arca Equities Rule 4.3(c) and
adopt new Rules 2262 and 2269 to
harmonize with the rules of New York
Stock Exchange LLC (‘‘NYSE’’), NYSE
MKT LLC (‘‘NYSE MKT’’), and
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’). 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,
[FR Doc. 2012–21678 Filed 8–31–12; 8:45 am]
BILLING CODE 8011–01–P
1 15
U.S.C.78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
15 17
CFR 200.30–3(a)(12).
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19:25 Aug 31, 2012
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Frm 00117
Fmt 4703
Sfmt 4703
1. Purpose
The Exchange proposes to delete
NYSE Arca Equities Rule 4.3(c) and to
adopt new Rules 2262 and 2269 to
harmonize with the rules of New York
Stock Exchange LLC (‘‘NYSE’’), NYSE
MKT LLC (‘‘NYSE MKT’’), and
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’).4 To
harmonize the Exchange Rules with the
rules of NYSE, NYSE MKT, and FINRA,
the Exchange correspondingly proposes
to delete NYSE Arca Equities Rule 4.3(c)
and replace it with proposed NYSE Arca
Equities Rules 2262 and 2269. As
proposed, NYSE Arca Equities Rules
2262 and 2269 adopt the same language
as FINRA Rules 2262 and 2269, except
for substituting for or adding to, as
needed, the term ‘‘ETP Holder’’ for the
term ‘‘member’’, and making
corresponding technical changes.5
Current NYSE Arca Equities Rule
4.3(c) states that an ETP Holder shall
not trade in (except on an unsolicited
basis) or make recommendations with
respect to its own securities or those of
its parents or affiliates (other than
registered investment companies) and
any parents or affiliates of an ETP
Holder shall not trade in (except on an
unsolicited basis) or make
recommendations with respect to its
own securities or those of its affiliates,
or those of the ETP Holder (other than
registered investment companies).
While the current NYSE Arca Equities
Rule 4.3(c) restricts the trading and
recommendation activities of the ETP
Holder with respect to its own securities
or those of its parents or affiliates, the
rule does not cover transactions beyond
those involving securities of parent or
affiliate and does not contain a written
disclosure requirement that is consistent
with Rules 15c1–5 and 15c1–6 of the
Act.6
In 2009, FINRA adopted NASD Rules
2240 (Disclosure of Control Relationship
4 See NYSE Rules 2262, 2269; NYSE MKT Rules
2262—Equities, 2269—Equities; and FINRA Rules
2262, 2269. See also Securities Exchange Act
Release Nos. 60659 (September 11, 2009), 74 FR
48117 (September 21, 2009) (order approving SR–
FINRA–2009–44); 61176 (December 16, 2009), 74
FR 68442 (December 24, 2009) (SR–NYSE–2009–
125); and 61179 (December 16, 2009), 74 FR 68440
(December 24, 2009) (SR–NYSEAmex–2009–89).
5 These changes to FINRA Rules 2262, 2269 are
consistent with the changes done by NYSE and
NYSE MKT. See supra note 4.
6 See 17 CFR 240.15c1–5 and 17 CFR 240.15c1–
6.
E:\FR\FM\04SEN1.SGM
04SEN1
53956
Federal Register / Vol. 77, No. 171 / Tuesday, September 4, 2012 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
with Issuer) and 2250 (Disclosure of
Participation or Interest in Primary or
Secondary Distribution) as consolidated
FINRA Rules 2262 and 2269,
respectively.7 FINRA Rule 2262 requires
that a FINRA member with a control
relationship with the issuer of any
security provide disclosure of such
control before entering into any contract
with or for a customer for the purchase
or sale of a security of the issuer. FINRA
Rule 2269 requires that a FINRA
member that is participating in a
primary or secondary distribution or
otherwise is financially interested,
provide notification to a customer for
which it is acting as a broker or dealer
with respect to such securities of the
existence of such participation or
interest. In its filing, FINRA noted that
the requirements of FINRA Rules 2262
and 2269 are almost identical to Rules
15c1–5 and 15c1–6 under the Act,
respectively. FINRA further noted that
FINRA Rules 2262 and 2269 would
operate to protect customers without
regard as to whether or not a member
makes a recommendation on a security
to a customer. In addition, FINRA noted
that FINRA Rules 2262 and 2269 require
disclosure in transactions involving
securities beyond those issued by a
subsidiary of the member.
As proposed, because NYSE Arca
Equities Rule 4.3(c) covers the same
topic as FINRA Rules 2262 and 2269,
the Exchange would delete NYSE Arca
Equities Rule 4.3(c) and replace it with
new Rules 2262 and 2269.8 As such, the
Exchange would replace the existing
restrictions with a written disclosure
requirement applicable to a broader
range of transactions that allows
customers to make informed decisions
on whether to trade the securities. By
adopting new Rules 2262 and 2269, the
proposal would also extend the written
disclosure requirement to securities
transactions currently not covered by
NYSE Arca Equities Rule 4.3(c). In
contrast to NYSE Arca Equities Rule
4.3(c), the proposed changes will
impose disclosure requirements in
situations where there is either a control
relationship or where the ETP Holder
has an interest or participation in a
distribution.9 Thus, the new language
will broaden the protection of the
Exchange Rules through both additional
7 See Securities Exchange Act Release No. 60659
(September 11, 2009), 74 FR 48117 (September 21,
2009) (SR–FINRA–2009–044).
8 Neither FINRA, NYSE, NYSE MKT or any other
exchange has a rule based on the language of NYSE
Arca Equities Rule 4.3(c).
9 The proposal has no impact on the other
requirements in Exchange Rules that apply to ETP
Holders, including NYSE Arca Equities Rule 6.3.
See NYSE Arca Equities Rule 6.3.
VerDate Mar<15>2010
19:25 Aug 31, 2012
Jkt 226001
written disclosure requirements and
extension to securities transactions not
currently covered by current Rule 4.3(c).
The Exchange believes that proposed
NYSE Arca Equities Rules 2262 and
2269 would broaden protection of its
Rules in a manner that will better
protect customers through the
additional disclosure requirements that
the new proposed rules prescribe. In
addition, by harmonizing the rules with
FINRA, ETP Holders that are also
members of FINRA will be subject to a
single standard with respect to
disclosure of trading or recommending
securities in which an ETP Holder has
an interest.
has proposed changes that differ from
the FINRA version of the Rules, such
changes are technical in nature and do
not change the substance of the
proposed NYSE Rules.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with Section
6(b) of the Act 10 in general, and furthers
the objectives of Section 6(b)(5) of the
Act,11 in that it is designed to promote
just and equitable principles of trade,
remove impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. The proposed rule
changes also support the principles of
Section 11A(a)(1) 12 of the Act in that
they seek to ensure the economically
efficient execution of securities
transactions and fair competition among
brokers and dealers and among
exchange markets.
The proposed changes are designed to
protect investors and the public interest
by broadening the protection of its Rules
in a manner that will better protect
customers whether or not a member or
member organization makes a
recommendation on a security for a
customer and providing additional
disclosures of potential conflicts of
interest in transactions on the Exchange.
With the additional disclosures of
potential conflicts of interest in
transactions where an ETP Holder is
involved, the Exchange believes that
investors will be better protected by
being able to make more informed
investment decisions and thus promote
just and equitable principles of trade on
the Exchange.
In addition, the Exchange believes
that the proposed rule change supports
the objectives of the Act by providing
greater harmonization among Exchange
Rules and the rules of NYSE, NYSE
MKT, and FINRA of similar purpose,
resulting in less burdensome and more
efficient regulatory compliance for Dual
Members. To the extent the Exchange
No written comments were solicited
or received with respect to the proposed
rule change.
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
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 13 and Rule
19b–4(f)(6) thereunder.14 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 15 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b4(f)(6)(iii),16 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
the proposal may become operative
immediately upon filing.
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.
13 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
15 17 CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6)(iii).
10 15
U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
12 15 U.S.C. 78k–1(a)(1).
PO 00000
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14 17
Sfmt 4703
E:\FR\FM\04SEN1.SGM
04SEN1
Federal Register / Vol. 77, No. 171 / Tuesday, September 4, 2012 / Notices
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:
• 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–NYSEArca–2012–93 on the
subject line.
Paper Comments
tkelley on DSK3SPTVN1PROD with NOTICES
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549.
All submissions should refer to File
Number SR–NYSEArca–2012–93. 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 NYSE
Arca. All comments received will be
posted without change; the Commission
does not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2012–93 and
should be submitted on or before
September 25, 2012.
19:25 Aug 31, 2012
[FR Doc. 2012–21635 Filed 8–31–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
VerDate Mar<15>2010
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
Jkt 226001
[Release No. 34–67738; File No. SR–
NASDAQ–2012–100]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to Direct
Registration Requirements under Rule
5210(c)
August 28, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 notice is hereby given that on
August 24, 2012, The NASDAQ Stock
Market LLC (‘‘Nasdaq’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change described in Items I and II
below, which items have been prepared
primarily by Nasdaq. Nasdaq filed the
proposed rule change pursuant to
Section 19(b)(3)(A) of the Act and Rule
19b–4(f)(6) thereunder so that the
proposed rule change was effective
upon filing with the Commission.2 The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested parties.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
Nasdaq proposes to modify Rule
5210(c) related to the Direct Registration
System (‘‘DRS’’) to reconcile a
discrepancy between the initial and
continued listing requirements. Nasdaq
will implement the proposed change
immediately. The text of the proposed
rule change is available on Nasdaq’s
Web site at
https://www.nasdaq.cchwallstreet.com,
at https://www.sec.gov, at the principal
office of Nasdaq, 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,
Nasdaq included statements concerning
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78s(b)(3)(A) and 17 CFR 240.19b–
4(f)(6).
1 15
PO 00000
Frm 00119
Fmt 4703
Sfmt 4703
53957
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. Nasdaq has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.3
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
(1) Purpose
Nasdaq proposes to modify Rule
5210(c) related to DRS to reconcile a
discrepancy between the initial and
continued listing requirements. As
currently drafted, Rule 5210(c) provides
that the DRS requirement does not
apply to additional classes of securities
of companies which already have
securities listed on Nasdaq and
companies which immediately prior to
such listing had securities listed on
another registered securities exchange
in the U.S.
This language is now outdated.
Specifically, when Nasdaq introduced
the DRS, it applied the rule to most new
listings, but created a phase-in period
for already listed companies, including
companies listing additional classes of
securities and companies switching
from other exchanges.4 This phase-in
period has now ended 5 and all listed
companies are required by Rule 5255 to
comply with the DRS requirement,
however, the language allowing an
exemption from the DRS initial listing
requirement for these companies
remains in Rule 5210(c). Thus, as
currently written, a company could
qualify to list on Nasdaq pursuant to
one of these exceptions in Rule 5210(c),
but immediately be out of compliance
with the continued listing requirements
in Rule 5255. The purpose of the
proposed rule change is to remove these
exceptions from the initial listing
requirement, and thereby clarify and
conform to these rules.
Additionally, the proposed rule
change corrects a second inconsistency
between the initial listings rules and
continued listings rules regarding
securities which are book-entry-only.
3 The Commission has modified the text of the
summaries prepared by Nasdaq.
4 Securities Exchange Act Release No. 54288
(August 8, 2006), 71 FR 47276 (August 16, 2006)
(Order Granting Approval of SR–NASDAQ–2006–
008).
5 The phase in period ended on March 31, 2008.
See Securities Exchange Act Release No. 57062
(December 28, 2007), 73 FR 900 (January 4, 2008)
(Order Granting Approval of SR–NASDAQ–2007–
101).
E:\FR\FM\04SEN1.SGM
04SEN1
Agencies
[Federal Register Volume 77, Number 171 (Tuesday, September 4, 2012)]
[Notices]
[Pages 53955-53957]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-21635]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67737; File No. SR-NYSEArca-2012-93]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Deleting NYSE Arca
Equities Rule 4.3(c) and Adopting New Rules 2262 and 2269 To Harmonize
With the Rules of New York Stock Exchange LLC, NYSE MKT LLC, and
Financial Industry Regulatory Authority, Inc.
August 28, 2012.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on August 16, 2012, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``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\ 15 U.S.C. 78a.
\3\ 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 delete NYSE Arca Equities Rule 4.3(c) and
adopt new Rules 2262 and 2269 to harmonize with the rules of New York
Stock Exchange LLC (``NYSE''), NYSE MKT LLC (``NYSE MKT''), and
Financial Industry Regulatory Authority, Inc. (``FINRA''). 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, Proposed Rule Change
1. Purpose
The Exchange proposes to delete NYSE Arca Equities Rule 4.3(c) and
to adopt new Rules 2262 and 2269 to harmonize with the rules of New
York Stock Exchange LLC (``NYSE''), NYSE MKT LLC (``NYSE MKT''), and
Financial Industry Regulatory Authority, Inc. (``FINRA'').\4\ To
harmonize the Exchange Rules with the rules of NYSE, NYSE MKT, and
FINRA, the Exchange correspondingly proposes to delete NYSE Arca
Equities Rule 4.3(c) and replace it with proposed NYSE Arca Equities
Rules 2262 and 2269. As proposed, NYSE Arca Equities Rules 2262 and
2269 adopt the same language as FINRA Rules 2262 and 2269, except for
substituting for or adding to, as needed, the term ``ETP Holder'' for
the term ``member'', and making corresponding technical changes.\5\
---------------------------------------------------------------------------
\4\ See NYSE Rules 2262, 2269; NYSE MKT Rules 2262--Equities,
2269--Equities; and FINRA Rules 2262, 2269. See also Securities
Exchange Act Release Nos. 60659 (September 11, 2009), 74 FR 48117
(September 21, 2009) (order approving SR-FINRA-2009-44); 61176
(December 16, 2009), 74 FR 68442 (December 24, 2009) (SR-NYSE-2009-
125); and 61179 (December 16, 2009), 74 FR 68440 (December 24, 2009)
(SR-NYSEAmex-2009-89).
\5\ These changes to FINRA Rules 2262, 2269 are consistent with
the changes done by NYSE and NYSE MKT. See supra note 4.
---------------------------------------------------------------------------
Current NYSE Arca Equities Rule 4.3(c) states that an ETP Holder
shall not trade in (except on an unsolicited basis) or make
recommendations with respect to its own securities or those of its
parents or affiliates (other than registered investment companies) and
any parents or affiliates of an ETP Holder shall not trade in (except
on an unsolicited basis) or make recommendations with respect to its
own securities or those of its affiliates, or those of the ETP Holder
(other than registered investment companies). While the current NYSE
Arca Equities Rule 4.3(c) restricts the trading and recommendation
activities of the ETP Holder with respect to its own securities or
those of its parents or affiliates, the rule does not cover
transactions beyond those involving securities of parent or affiliate
and does not contain a written disclosure requirement that is
consistent with Rules 15c1-5 and 15c1-6 of the Act.\6\
---------------------------------------------------------------------------
\6\ See 17 CFR 240.15c1-5 and 17 CFR 240.15c1-6.
---------------------------------------------------------------------------
In 2009, FINRA adopted NASD Rules 2240 (Disclosure of Control
Relationship
[[Page 53956]]
with Issuer) and 2250 (Disclosure of Participation or Interest in
Primary or Secondary Distribution) as consolidated FINRA Rules 2262 and
2269, respectively.\7\ FINRA Rule 2262 requires that a FINRA member
with a control relationship with the issuer of any security provide
disclosure of such control before entering into any contract with or
for a customer for the purchase or sale of a security of the issuer.
FINRA Rule 2269 requires that a FINRA member that is participating in a
primary or secondary distribution or otherwise is financially
interested, provide notification to a customer for which it is acting
as a broker or dealer with respect to such securities of the existence
of such participation or interest. In its filing, FINRA noted that the
requirements of FINRA Rules 2262 and 2269 are almost identical to Rules
15c1-5 and 15c1-6 under the Act, respectively. FINRA further noted that
FINRA Rules 2262 and 2269 would operate to protect customers without
regard as to whether or not a member makes a recommendation on a
security to a customer. In addition, FINRA noted that FINRA Rules 2262
and 2269 require disclosure in transactions involving securities beyond
those issued by a subsidiary of the member.
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\7\ See Securities Exchange Act Release No. 60659 (September 11,
2009), 74 FR 48117 (September 21, 2009) (SR-FINRA-2009-044).
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As proposed, because NYSE Arca Equities Rule 4.3(c) covers the same
topic as FINRA Rules 2262 and 2269, the Exchange would delete NYSE Arca
Equities Rule 4.3(c) and replace it with new Rules 2262 and 2269.\8\ As
such, the Exchange would replace the existing restrictions with a
written disclosure requirement applicable to a broader range of
transactions that allows customers to make informed decisions on
whether to trade the securities. By adopting new Rules 2262 and 2269,
the proposal would also extend the written disclosure requirement to
securities transactions currently not covered by NYSE Arca Equities
Rule 4.3(c). In contrast to NYSE Arca Equities Rule 4.3(c), the
proposed changes will impose disclosure requirements in situations
where there is either a control relationship or where the ETP Holder
has an interest or participation in a distribution.\9\ Thus, the new
language will broaden the protection of the Exchange Rules through both
additional written disclosure requirements and extension to securities
transactions not currently covered by current Rule 4.3(c).
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\8\ Neither FINRA, NYSE, NYSE MKT or any other exchange has a
rule based on the language of NYSE Arca Equities Rule 4.3(c).
\9\ The proposal has no impact on the other requirements in
Exchange Rules that apply to ETP Holders, including NYSE Arca
Equities Rule 6.3. See NYSE Arca Equities Rule 6.3.
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The Exchange believes that proposed NYSE Arca Equities Rules 2262
and 2269 would broaden protection of its Rules in a manner that will
better protect customers through the additional disclosure requirements
that the new proposed rules prescribe. In addition, by harmonizing the
rules with FINRA, ETP Holders that are also members of FINRA will be
subject to a single standard with respect to disclosure of trading or
recommending securities in which an ETP Holder has an interest.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
Section 6(b) of the Act \10\ in general, and furthers the objectives of
Section 6(b)(5) of the Act,\11\ in that it is designed to promote just
and equitable principles of trade, remove impediments to and perfect
the mechanisms of a free and open market and a national market system
and, in general, to protect investors and the public interest. The
proposed rule changes also support the principles of Section 11A(a)(1)
\12\ of the Act in that they seek to ensure the economically efficient
execution of securities transactions and fair competition among brokers
and dealers and among exchange markets.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
\12\ 15 U.S.C. 78k-1(a)(1).
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The proposed changes are designed to protect investors and the
public interest by broadening the protection of its Rules in a manner
that will better protect customers whether or not a member or member
organization makes a recommendation on a security for a customer and
providing additional disclosures of potential conflicts of interest in
transactions on the Exchange. With the additional disclosures of
potential conflicts of interest in transactions where an ETP Holder is
involved, the Exchange believes that investors will be better protected
by being able to make more informed investment decisions and thus
promote just and equitable principles of trade on the Exchange.
In addition, the Exchange believes that the proposed rule change
supports the objectives of the Act by providing greater harmonization
among Exchange Rules and the rules of NYSE, NYSE MKT, and FINRA of
similar purpose, resulting in less burdensome and more efficient
regulatory compliance for Dual Members. To the extent the Exchange has
proposed changes that differ from the FINRA version of the Rules, such
changes are technical in nature and do not change the substance of the
proposed NYSE Rules.
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 Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \13\ and Rule 19b-4(f)(6) thereunder.\14\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\13\ 15 U.S.C. 78s(b)(3)(A)(iii).
\14\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \15\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b4(f)(6)(iii),\16\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing.
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\15\ 17 CFR 240.19b-4(f)(6).
\16\ 17 CFR 240.19b-4(f)(6)(iii).
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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.
[[Page 53957]]
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-NYSEArca-2012-93 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.
All submissions should refer to File Number SR-NYSEArca-2012-93. 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 NYSE Arca. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEArca-2012-93 and should
be submitted on or before September 25, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-21635 Filed 8-31-12; 8:45 am]
BILLING CODE 8011-01-P