Self-Regulatory Organizations; The Options Clearing Corporation; Advance Notice Relating to the Margining of Segregated Futures Customer Accounts on a Gross Basis, 59998-60000 [2012-24038]
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59998
Federal Register / Vol. 77, No. 190 / Monday, October 1, 2012 / Notices
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, 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.
Specifically, the Exchange believes the
proposed rule change would expand the
pool of candidates eligible for
membership on the boards and
committees and thereby increase the
breadth of industry knowledge that will
be available to it, which benefits the
public interest. In addition, the
Exchange would foster cooperation and
coordination with other exchanges by
aligning the board and committee
member composition requirements with
at least five other SROs.32
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
mstockstill on DSK4VPTVN1PROD with 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:
32 See
supra notes 10–13, 15–20.
VerDate Mar<15>2010
16:48 Sep 28, 2012
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–NYSEArca–2012–103 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–NYSEARCA–2012–103.
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, on business days
between the hours of 10 a.m. and 3 p.m.,
located at 100 F Street NE., Washington,
DC 20549–1090. Copies of the filing will
also be available for inspection and
copying at the NYSE’s principal office
and on its Internet Web site at
www.nyse.com. 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–2012–103 and should be
submitted on or before October 22,
2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.33
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–24040 Filed 9–28–12; 8:45 am]
BILLING CODE 8011–01–P
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67921; File No. SR–OCC–
2012–17]
Self-Regulatory Organizations; The
Options Clearing Corporation;
Advance Notice Relating to the
Margining of Segregated Futures
Customer Accounts on a Gross Basis
September 25, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’)1 and Rule 19b–4(n)(1)(i),2 notice
is hereby given that on September 14,
2012, The Options Clearing Corporation
(‘‘OCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the advance notice described in Items I
and II below, which Items have been
prepared primarily by OCC. The
Commission is publishing this notice to
solicit comments on the advance notice
from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Advance
Notice
The proposed rule change would
allow OCC to become compliant with
Commodity Futures Trading
Commission (‘‘CFTC’’) Rule
39.13(g)(8)(i), which requires the
margining of segregated futures
customer accounts on a gross basis.
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Advance Notice
In its filing with the Commission, the
clearing agency included statements
concerning the purpose of and basis for
the proposed rule change and advance
notice and discussed any comments it
received on the proposed rule change
and advance notice. The text of these
statements may be examined at the
places specified in Item IV below. The
clearing agency has prepared
summaries, set forth in sections A, B
and C below, of the most significant
aspects of such statements.3
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Advance Notice
The purpose of this proposed rule
change is to provide for the margining
of OCC segregated futures customer
accounts on a gross basis, as required by
CFTC Rule 39.13(g)(8)(i).4
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4(n)(i).
3 The Commission has modified the text of the
summaries prepared by OCC.
4 17 CFR 39.13(g)(8)(i).
2 17
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Federal Register / Vol. 77, No. 190 / Monday, October 1, 2012 / Notices
59999
mstockstill on DSK4VPTVN1PROD with NOTICES
The CFTC’s Customer Gross Margin
Rule
On October 18, 2011, the CFTC issued
final regulations implementing many of
the new statutory core principles for
CFTC-registered derivatives clearing
organizations (‘‘DCOs’’) enacted under
the Dodd-Frank Wall Street Reform and
Consumer Protection Act (the ‘‘DoddFrank Act’’). As a registered DCO (as
well as a registered securities clearing
agency), OCC has previously
implemented rule changes designed to
bring OCC into compliance with CFTC
rules applicable to DCOs that went into
effect on January 9, 2012 5 and May 7,
2012.6 OCC believes it is necessary to
amend its Rules in order to ensure
compliance with the gross margin rule,
which requires a DCO to ‘‘collect initial
margin on a gross basis for each clearing
member’s customer account(s) equal to
the sum of the initial margin amounts
that would be required by the
derivatives clearing organization for
each individual customer within that
account if each individual customer
were a clearing member.’’ 7 The CFTC
gross margin rule goes into effect on
November 8, 2012; however, OCC
intends to begin complying with the
gross margin rule on Monday November
5, 2012 as described herein.
obtained from ‘‘Monte Carlo’’
simulations designed to measure the
additional asset value required in any
portfolio to eliminate an unacceptable
level of risk that the portfolio would
liquidate to a deficit.
OCC presently lacks sufficient
information about individual customer
positions to calculate margin at the level
of each individual customer. However,
OCC has been coordinating with other
DCOs to establish an industry-wide
mechanism for complying with the
customer gross margin rule as applied to
futures customer accounts. Pursuant to
this new system, each DCO’s clearing
members will submit data files to the
DCO identifying positions by numerical
customer identifiers.8 OCC will use this
information to calculate margins, using
STANS, for each customer identifier of
a clearing member and to aggregate
those margin calculations to determine
the total futures customer margin
requirement for the clearing member’s
segregated futures customer account(s)
held at OCC.9 OCC will then compare
the aggregate positions reported by each
clearing member with its own records
and make any needed adjustments to
the margin calculation to ensure all
positions on OCC’s books are properly
margined.
calculation purposes only. Positions
recorded on OCC’s books and records,
but not reflected in the data file, will be
attributed to this sub-account and a
margin amount will be calculated for
the sub-account. This margin amount
will be added to a clearing member’s
margin requirement. OCC has
determined to adopt this conservative
approach to dealing with discrepancies
between its own records and clearing
member data files in order to ensure that
OCC does not collect an inadequate
amount of margin from clearing
members.
*
*
*
*
*
The proposed changes to OCC’s ByLaws are consistent with the purposes
and requirements of Section 17A of the
Exchange Act because they are designed
to permit OCC to perform clearing
services for products that are subject to
the jurisdiction of the CFTC without
adversely affecting OCC’s obligations
with respect to the prompt and accurate
clearance and settlement of securities
transactions or the protection of
securities investors and the public
interest. The proposed rule change is
not inconsistent with any rules of OCC.
OCC’s System for Calculating Margin
OCC currently calculates margin
requirements for each clearing member’s
segregated futures customer account
held at OCC on a net basis by applying
OCC’s System for Theoretical Analysis
and Numerical Simulations (‘‘STANS’’).
STANS calculates margin with respect
to each account of a clearing member,
including each clearing member’s
futures customer account(s), on a net
basis, i.e., considering the positions of a
clearing member, including positions
held in each clearing member’s futures
customer account(s), as if they are part
of one portfolio and margining
accordingly. STANS includes both a net
asset value (‘‘NAV’’) component and a
risk component. The NAV component
marks all positions to market and nets
long and short positions to determine
the NAV of each clearing member’s
portfolio of customer positions. The
NAV component represents the cost to
liquidate the portfolio at current prices
by selling the net long positions and
buying in the net short positions. The
risk component is estimated by means
of an expected shortfall risk measure
Proposed By-Law and Rule Changes
The proposed changes to OCC’s Rules
provide for the calculation of margin for
segregated futures customer accounts on
a gross basis and mandate submission of
the clearing member data files necessary
to allow OCC to calculate margin at the
level of each futures customer. In the
event that the data included in these
data files is incomplete (for example, if
OCC shows positions held in a clearing
member’s segregated futures accounts,
but those positions are not reflected in
the data file), OCC will create a separate
sub-account to be used for margin
OCC does not believe that the
proposed changes contained in the
advance notice would impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act.
5 See
SR–OCC–2011–18.
SR–OCC–2012–06.
7 Derivatives Clearing Organization General
Provisions and Core Principles, 76 FR 69334, 69439
(November 8, 2011).
6 See
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16:48 Sep 28, 2012
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8 The position data provided to OCC by clearing
members will not include (a) information with
respect to the allocation of margin assets to
particular customers, nor (b) information with
respect to settlement obligations arising from the
exercise, assignment or maturity of cleared
contracts. For this reason, OCC will treat all margin
assets and settlement obligations for each account
to which the gross margin rule applies as being in
sub-accounts of the Clearing Member. OCC will
calculate margin, using STANS, separately for each
sub-account and will aggregate the calculated
margin requirements at the level of the clearing
member’s segregated futures customer account to
which the sub-accounts relate.
9 OCC currently carries the following account
types that are segregated pursuant to Section 4d of
the Commodity Exchange Act: Segregated Futures
Accounts, Segregated Futures Professional
Accounts, non-Proprietary X–M accounts, and
internal non-proprietary cross-margining accounts.
All such accounts would be margined on a gross
basis under the proposed amendments to Rule 601.
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(B) Clearing Agency’s Statement on
Burden on Competition
(C) Clearing Agency’s Statement on
Comments on the Advance Notice
Received From Members, Participants,
or Others
Written comments were not and are
not intended to be solicited with respect
to the proposed rule change and none
have been received.
III. Date of Effectiveness of the Advance
Notice and Timing for Commission
Action
The proposed changes contained in
the advance notice may be implemented
pursuant to Section 806(e)(1)(G) of
Clearing Supervision Act 10 if the
Commission does not object to the
proposed changes within 60 days of the
later of (i) the date that the advance
notice was filed with the Commission or
(ii) the date that any additional
information requested by the
Commission is received. The clearing
agency shall not implement the
proposed changes contained in the
10 12
E:\FR\FM\01OCN1.SGM
U.S.C. 5465(e)(1)(G).
01OCN1
60000
Federal Register / Vol. 77, No. 190 / Monday, October 1, 2012 / Notices
advance notice if the Commission
objects to the proposed changes.
The Commission may extend the
period for review by an additional 60
days if the proposed changes raise novel
or complex issues, subject to the
Commission providing the clearing
agency with prompt written notice of
the extension. Proposed changes may be
implemented in fewer than 60 days
from the date the advance notice is
filed, or the date further information
requested by the Commission is
received, if the Commission notifies the
clearing agency in writing that it does
not object to the proposed changes and
authorizes the clearing agency to
implement the proposed changes on an
earlier date, subject to any conditions
imposed by the Commission.
OCC has also filed the advance notice
as a proposed rule change pursuant to
Section 19(b)(1) of the Act 11 and Rule
19b-4 thereunder.12 Pursuant to those
provisions, within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will: (A) By
order approve or disapprove the
proposed rule change or (B) Institute
proceedings to determine whether the
proposed rule change should be
disapproved.
The clearing agency shall post notice
on its web site of proposed changes that
are implemented.
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 advance notice that
are filed with the Commission, and all
written communications relating to the
advance notice 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 filings
also will be available for inspection and
copying at the principal office of OCC
and on OCC’s Web site at https://
www.optionsclearing.com/components/
docs/legal/rules_and_bylaws/
sr_occ_12_17.pdf.
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–OCC–2012–17 and should
be submitted on or before October 22,
2012.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing.
Comments may be submitted by any of
the following methods:
By the Commission.
Kevin M. O’Neill,
Deputy Secretary.
mstockstill on DSK4VPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–OCC–2012–17 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–OCC–2012–17. This file
11 15
12 17
19:13 Sep 28, 2012
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67922; File No. SR–CME–
2012–37]
Self-Regulatory Organizations;
Chicago Mercantile Exchange Inc.;
Notice of Filing and Order Granting
Accelerated Approval of Proposed
Rule Change To Allow FCM Clearing
Member CEOs and CFOs To Designate
Authorized Representatives To
Approve Certain Disbursements of
Customer Funds
September 25, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 24, 2012, Chicago Mercantile
Exchange Inc. (‘‘CME’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change described in Items I, II and III
below, which Items have been prepared
primarily by CME. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons and to approve
the proposed rule change on an
accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
CME proposes to make amendments
to CME Rule 971 regarding the CME’s
segregation, secured and sequestered
requirements for swaps as part of an
industry wide initiative that is designed
to further safeguard customer funds
held at the futures commission
merchant (‘‘FCM’’) level.
The text of the proposed rule change
is available on the CME’s Web site at
https://www.cmegroup.com, at the
principal office of CME, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organizations
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CME 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 III below. CME 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
CME is registered as a derivatives
clearing organization with the
Commodity Futures Trading
Commission (‘‘CFTC’’) and operates a
substantial business clearing futures and
swaps contracts subject to the
jurisdiction of the CFTC. CME proposes
to make rule changes to CME Rule 971
in coordination with the
implementation by the National Futures
Association (‘‘NFA’’) of parallel
revisions to NFA rules. The proposed
rule changes are designed to further
1 15
2 17
E:\FR\FM\01OCN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
01OCN1
Agencies
[Federal Register Volume 77, Number 190 (Monday, October 1, 2012)]
[Notices]
[Pages 59998-60000]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-24038]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67921; File No. SR-OCC-2012-17]
Self-Regulatory Organizations; The Options Clearing Corporation;
Advance Notice Relating to the Margining of Segregated Futures Customer
Accounts on a Gross Basis
September 25, 2012.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'')\1\ and Rule 19b-4(n)(1)(i),\2\ notice is hereby given that on
September 14, 2012, The Options Clearing Corporation (``OCC'') filed
with the Securities and Exchange Commission (``Commission'') the
advance notice described in Items I and II below, which Items have been
prepared primarily by OCC. The Commission is publishing this notice to
solicit comments on the advance notice from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4(n)(i).
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the Advance
Notice
The proposed rule change would allow OCC to become compliant with
Commodity Futures Trading Commission (``CFTC'') Rule 39.13(g)(8)(i),
which requires the margining of segregated futures customer accounts on
a gross basis.
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Advance Notice
In its filing with the Commission, the clearing agency included
statements concerning the purpose of and basis for the proposed rule
change and advance notice and discussed any comments it received on the
proposed rule change and advance notice. The text of these statements
may be examined at the places specified in Item IV below. The clearing
agency has prepared summaries, set forth in sections A, B and C below,
of the most significant aspects of such statements.\3\
---------------------------------------------------------------------------
\3\ The Commission has modified the text of the summaries
prepared by OCC.
---------------------------------------------------------------------------
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Advance Notice
The purpose of this proposed rule change is to provide for the
margining of OCC segregated futures customer accounts on a gross basis,
as required by CFTC Rule 39.13(g)(8)(i).\4\
---------------------------------------------------------------------------
\4\ 17 CFR 39.13(g)(8)(i).
---------------------------------------------------------------------------
[[Page 59999]]
The CFTC's Customer Gross Margin Rule
On October 18, 2011, the CFTC issued final regulations implementing
many of the new statutory core principles for CFTC-registered
derivatives clearing organizations (``DCOs'') enacted under the Dodd-
Frank Wall Street Reform and Consumer Protection Act (the ``Dodd-Frank
Act''). As a registered DCO (as well as a registered securities
clearing agency), OCC has previously implemented rule changes designed
to bring OCC into compliance with CFTC rules applicable to DCOs that
went into effect on January 9, 2012 \5\ and May 7, 2012.\6\ OCC
believes it is necessary to amend its Rules in order to ensure
compliance with the gross margin rule, which requires a DCO to
``collect initial margin on a gross basis for each clearing member's
customer account(s) equal to the sum of the initial margin amounts that
would be required by the derivatives clearing organization for each
individual customer within that account if each individual customer
were a clearing member.'' \7\ The CFTC gross margin rule goes into
effect on November 8, 2012; however, OCC intends to begin complying
with the gross margin rule on Monday November 5, 2012 as described
herein.
---------------------------------------------------------------------------
\5\ See SR-OCC-2011-18.
\6\ See SR-OCC-2012-06.
\7\ Derivatives Clearing Organization General Provisions and
Core Principles, 76 FR 69334, 69439 (November 8, 2011).
---------------------------------------------------------------------------
OCC's System for Calculating Margin
OCC currently calculates margin requirements for each clearing
member's segregated futures customer account held at OCC on a net basis
by applying OCC's System for Theoretical Analysis and Numerical
Simulations (``STANS''). STANS calculates margin with respect to each
account of a clearing member, including each clearing member's futures
customer account(s), on a net basis, i.e., considering the positions of
a clearing member, including positions held in each clearing member's
futures customer account(s), as if they are part of one portfolio and
margining accordingly. STANS includes both a net asset value (``NAV'')
component and a risk component. The NAV component marks all positions
to market and nets long and short positions to determine the NAV of
each clearing member's portfolio of customer positions. The NAV
component represents the cost to liquidate the portfolio at current
prices by selling the net long positions and buying in the net short
positions. The risk component is estimated by means of an expected
shortfall risk measure obtained from ``Monte Carlo'' simulations
designed to measure the additional asset value required in any
portfolio to eliminate an unacceptable level of risk that the portfolio
would liquidate to a deficit.
OCC presently lacks sufficient information about individual
customer positions to calculate margin at the level of each individual
customer. However, OCC has been coordinating with other DCOs to
establish an industry-wide mechanism for complying with the customer
gross margin rule as applied to futures customer accounts. Pursuant to
this new system, each DCO's clearing members will submit data files to
the DCO identifying positions by numerical customer identifiers.\8\ OCC
will use this information to calculate margins, using STANS, for each
customer identifier of a clearing member and to aggregate those margin
calculations to determine the total futures customer margin requirement
for the clearing member's segregated futures customer account(s) held
at OCC.\9\ OCC will then compare the aggregate positions reported by
each clearing member with its own records and make any needed
adjustments to the margin calculation to ensure all positions on OCC's
books are properly margined.
---------------------------------------------------------------------------
\8\ The position data provided to OCC by clearing members will
not include (a) information with respect to the allocation of margin
assets to particular customers, nor (b) information with respect to
settlement obligations arising from the exercise, assignment or
maturity of cleared contracts. For this reason, OCC will treat all
margin assets and settlement obligations for each account to which
the gross margin rule applies as being in sub-accounts of the
Clearing Member. OCC will calculate margin, using STANS, separately
for each sub-account and will aggregate the calculated margin
requirements at the level of the clearing member's segregated
futures customer account to which the sub-accounts relate.
\9\ OCC currently carries the following account types that are
segregated pursuant to Section 4d of the Commodity Exchange Act:
Segregated Futures Accounts, Segregated Futures Professional
Accounts, non-Proprietary X-M accounts, and internal non-proprietary
cross-margining accounts. All such accounts would be margined on a
gross basis under the proposed amendments to Rule 601.
---------------------------------------------------------------------------
Proposed By-Law and Rule Changes
The proposed changes to OCC's Rules provide for the calculation of
margin for segregated futures customer accounts on a gross basis and
mandate submission of the clearing member data files necessary to allow
OCC to calculate margin at the level of each futures customer. In the
event that the data included in these data files is incomplete (for
example, if OCC shows positions held in a clearing member's segregated
futures accounts, but those positions are not reflected in the data
file), OCC will create a separate sub-account to be used for margin
calculation purposes only. Positions recorded on OCC's books and
records, but not reflected in the data file, will be attributed to this
sub-account and a margin amount will be calculated for the sub-account.
This margin amount will be added to a clearing member's margin
requirement. OCC has determined to adopt this conservative approach to
dealing with discrepancies between its own records and clearing member
data files in order to ensure that OCC does not collect an inadequate
amount of margin from clearing members.
* * * * *
The proposed changes to OCC's By-Laws are consistent with the
purposes and requirements of Section 17A of the Exchange Act because
they are designed to permit OCC to perform clearing services for
products that are subject to the jurisdiction of the CFTC without
adversely affecting OCC's obligations with respect to the prompt and
accurate clearance and settlement of securities transactions or the
protection of securities investors and the public interest. The
proposed rule change is not inconsistent with any rules of OCC.
(B) Clearing Agency's Statement on Burden on Competition
OCC does not believe that the proposed changes contained in the
advance notice would impose any burden on competition not necessary or
appropriate in furtherance of the purposes of the Act.
(C) Clearing Agency's Statement on Comments on the Advance Notice
Received From Members, Participants, or Others
Written comments were not and are not intended to be solicited with
respect to the proposed rule change and none have been received.
III. Date of Effectiveness of the Advance Notice and Timing for
Commission Action
The proposed changes contained in the advance notice may be
implemented pursuant to Section 806(e)(1)(G) of Clearing Supervision
Act \10\ if the Commission does not object to the proposed changes
within 60 days of the later of (i) the date that the advance notice was
filed with the Commission or (ii) the date that any additional
information requested by the Commission is received. The clearing
agency shall not implement the proposed changes contained in the
[[Page 60000]]
advance notice if the Commission objects to the proposed changes.
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\10\ 12 U.S.C. 5465(e)(1)(G).
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The Commission may extend the period for review by an additional 60
days if the proposed changes raise novel or complex issues, subject to
the Commission providing the clearing agency with prompt written notice
of the extension. Proposed changes may be implemented in fewer than 60
days from the date the advance notice is filed, or the date further
information requested by the Commission is received, if the Commission
notifies the clearing agency in writing that it does not object to the
proposed changes and authorizes the clearing agency to implement the
proposed changes on an earlier date, subject to any conditions imposed
by the Commission.
OCC has also filed the advance notice as a proposed rule change
pursuant to Section 19(b)(1) of the Act \11\ and Rule 19b-4
thereunder.\12\ Pursuant to those provisions, within 45 days of the
date of publication of this notice in the Federal Register or within
such longer period up to 90 days (i) as the Commission may designate if
it finds such longer period to be appropriate and publishes its reasons
for so finding or (ii) as to which the self-regulatory organization
consents, the Commission will: (A) By order approve or disapprove the
proposed rule change or (B) Institute proceedings to determine whether
the proposed rule change should be disapproved.
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\11\ 15 U.S.C. 78s(b)(1).
\12\ 17 CFR 240.19b-4.
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The clearing agency shall post notice on its web site of proposed
changes that are implemented.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing. 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 e-mail to rule-comments@sec.gov. Please include
File Number SR-OCC-2012-17 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-OCC-2012-17. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the advance notice that are filed
with the Commission, and all written communications relating to the
advance notice 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 filings also will be available for inspection and
copying at the principal office of OCC and on OCC's Web site at https://www.optionsclearing.com/components/docs/legal/rules_and_bylaws/sr_occ_12_17.pdf.
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-OCC-2012-17
and should be submitted on or before October 22, 2012.
By the Commission.
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-24038 Filed 9-28-12; 8:45 am]
BILLING CODE 8011-01-P