Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Codification of a Fee Schedule for the Sale by Market Data Express, LLC, an Affiliate of CBOE, of a Data Product That Includes Option Valuations, 60161-60163 [2012-24169]
Download as PDF
Federal Register / Vol. 77, No. 191 / Tuesday, October 2, 2012 / Notices
Information on the PMF Program can be
found at www.pmf.gov.
Analysis
Agency: Employee Services, U.S.
Office of Personnel Management.
Title: Presidential Management
Fellows (PMF) Application.
OMB Number: 3206–0082.
Affected Public: Current graduate
students and individuals who obtained
an advanced degree within the previous
two years.
Number of Respondents: 25,000.
Estimated Time per Respondent: 13
minutes.
Total Burden Hours: 5,417 hours.
U.S. Office of Personnel Management.
John Berry,
Director.
[FR Doc. 2012–24176 Filed 10–1–12; 8:45 am]
BILLING CODE 6325–38–P
POSTAL SERVICE
Institution and settlement of injunctive
actions; institution and settlement of
administrative proceedings; and other
matters relating to enforcement proceedings.
Board of Governors; Sunshine Act
Meeting
October 15, 2012, at
4:00 p.m., and October 16, 2012, at 8:00
a.m.
PLACE: New York, New York.
STATUS: Closed.
MATTERS TO BE CONSIDERED:
DATES AND TIMES:
Monday, October 15, 2012 at 4:00 p.m.
1. Strategic Issues.
Tuesday, October 16, 2012 at 8:00 a.m.
1. Strategic Issues, continued.
2. Financial Matters.
3. Pricing.
4. Personnel Matters and
Compensation Issues.
5. Governors’ Executive Session—
Discussion of prior agenda items and
Board Governance.
SECURITIES AND EXCHANGE
COMMISSION
Julie S. Moore,
Secretary.
[FR Doc. 2012–24279 Filed 9–28–12; 11:15 am]
wreier-aviles on DSK5TPTVN1PROD with NOTICES
BILLING CODE 7710–12–P
[Release No. 34–67928; File No. SR–CBOE–
2012–090]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to Codification
of a Fee Schedule for the Sale by
Market Data Express, LLC, an Affiliate
of CBOE, of a Data Product That
Includes Option Valuations
September 26, 2012.
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
Jkt 229001
Dated:September 27, 2012.
Elizabeth M. Murphy,
Secretary.
BILLING CODE 8011–01–P
Julie S. Moore, Secretary of the Board,
U.S. Postal Service, 475 L’Enfant Plaza
SW., Washington, DC 20260–1000.
Telephone (202) 268–4800.
15:04 Oct 01, 2012
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact:
The Office of the Secretary at (202)
551–5400.
[FR Doc. 2012–24247 Filed 9–28–12; 11:15 am]
CONTACT PERSON FOR MORE INFORMATION:
VerDate Mar<15>2010
the Securities and Exchange
Commission will hold a Closed Meeting
on Thursday, October 4, 2012 at 2:00
p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (5), (7), 9(ii)
and (10), permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Walter, as duty officer,
voted to consider the items listed for the
Closed Meeting in a closed session.
The subject matter of the Closed
Meeting scheduled for Thursday,
October 4, 2012 will be:
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
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00061
Fmt 4703
Sfmt 4703
60161
September 14, 2012, the Chicago Board
Options Exchange, Incorporated (the
‘‘Exchange’’ or ‘‘CBOE’’) 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 Exchange. 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 the Substance
of the Proposed Rule Change
This proposal submitted by Chicago
Board Options Exchange, Incorporated
(‘‘CBOE’’ or ‘‘Exchange’’) is to codify a
fee schedule for the sale by Market Data
Express, LLC (‘‘MDX’’), an affiliate of
CBOE, of a data product that includes
option valuations. The text of the
proposed rule change is available on the
Exchange’s Web site (https://www.cboe.
com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
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
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 the proposed rule
change is to establish fees that MDX will
charge for a new market data product,
referred to as the CBOE Customized
Option Valuation Service (the
‘‘Service’’). The Service would provide
subscribers with an ‘‘end-of-day’’ file 3
of valuations for Flexible Exchange
(‘‘FLEX’’) 4 options and certain over-the3 An end of day file refers to data that is
distributed prior to the opening of the next trading
day.
4 FLEX options are exchange traded options that
provide investors with the ability to customize
basic option features including size, expiration
date, exercise style, and certain exercise prices.
E:\FR\FM\02OCN1.SGM
02OCN1
60162
Federal Register / Vol. 77, No. 191 / Tuesday, October 2, 2012 / Notices
wreier-aviles on DSK5TPTVN1PROD with NOTICES
counter (‘‘OTC’’) options (the ‘‘Data’’).
The Data would be available for internal
use and distribution by subscribers.
MDX would offer the Data for sale to
CBOE Trading Permit Holders (‘‘TPHs’’)
and non-TPHs.
The Data would consist of indicative 5
values for three categories of
‘‘customized’’ options. The first category
of options is all open series of FLEX
options listed on any exchange that
offers FLEX options for trading.6 The
second category is OTC options that
have the same degree of customization
as FLEX options. The third category
includes options with strike prices
expressed in percentage terms. Values
for such options would be expressed in
percentage terms and would be
theoretical values.7
A small number of market data
vendors produce option value data that
is similar to the Data.8 The Options
Clearing Corporation (‘‘OCC’’) also
produces FLEX option value data that is
similar to the FLEX option value data
that would be included in the Service.9
These vendors and the OCC use modeldriven processes to produce their data.
Instead of using a model-driven process,
CBOE would use values produced by
CBOE registered market-makers to
produce the Data. Participating CBOE
market-makers would submit values to
MDX on options series specified by
MDX on a daily basis. These values
would be generated by the marketmaker’s internal pricing models. The
valuations that MDX would ultimately
publish would be an average of multiple
contributions of values from
participating CBOE market-makers.10
For each value provided by MDX
through the Service, MDX would
5 ‘‘Indicative’’ values are indications of potential
market prices only and as such are neither firm nor
the basis for a transaction.
6 Current FLEX options open interest spans over
2,000 series on over 300 different underlying
securities.
7 These values would be theoretical in that they
would be indications of potential market prices for
options that have not traded (i.e., do not yet exist).
Market participants sometimes express option
values in percentage terms rather than in dollar
terms because they find it is easier to assess the
change, or lack of change, in the marketplace from
one day to the next when values are expressed in
percentage terms.
8 These vendors include SuperDerivatives,
Markit, Prism, and Bloomberg’s BVAL service.
9 The OCC makes this data available on its Web
site at https://www.theocc.com/webapps/flexreports.
10 The Exchange has filed a proposed rule change
describing in detail the Service, the qualification
criteria that a CBOE market-maker must meet in
order to be allowed to contribute values to MDX for
purposes of producing Data for the Service, and the
compensation MDX will pay to participating
market-makers. See Securities Exchange Act
Release No. 67813 (September 10, 2012) [77 FR
56903 (September 14, 2012)] (SR–CBOE–2012–083).
VerDate Mar<15>2010
15:04 Oct 01, 2012
Jkt 229001
include a corresponding indication of
the number of market-maker
contributors that factored into that
value.11
The fees that MDX would assess for
the Data are set forth in the following
table which would be included on the
Price List on the MDX Web site (www.
marketdataexpress.com).
Number of options
0–50 ......................................
51–100 ..................................
101–500 ................................
500+ ......................................
equitable and not unfairly
discriminatory in that the fees charged
would be the same for all market
participants. In addition, the Exchange
believes the fees are equitable because
the Service would be purely optional.
Only those subscribers that deem the
product to be of sufficient overall value
and usefulness would purchase it. The
Exchange believes the proposed fees are
Per option/per reasonable because potential customers
day
of the Service have indicated to the
$1.25 Exchange that the proposed fees
1.00 compare favorably to fees that
0.75 competing market data vendors charge
0.50 for similar data.
MDX would charge a fee per option
per day for the Data. The amount of the
fee would be reduced based on the
number of options purchased. A
subscriber would pay $1.25 per option
per day for each option purchased up to
50 options, $1.00 per option per day for
each option purchased from 51 to 100
options, $0.75 per option per day for
each option purchased from 101 to 500
options, and $.050 [sic] per option per
day for each option purchased over 500
options. For example, a subscriber that
purchases values for 150 options per
day would pay $1.25 per option per day
for the first 50 options ($62.50), $1.00
per option per day for the next 50
options ($50.00) and $0.75 per option
per day for the remaining 50 options
($37.50) for a total of $150 per day.
Subscribers would be able to purchase
options daily, weekly, monthly or
quarterly through the MDX Web site.
TPHs and non-TPHs would be charged
the same fees for the Data. The Data
would be delivered to subscribers via
File Transfer Protocol (FTP) or secure
copy shortly after the close of trading
each day. MDX expects to launch the
Service during the fourth quarter of
2012.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
provisions of Section 6 of the Securities
Exchange Act of 1934 (the ‘‘Act’’) 12 in
general and with Sections 6(b)(4) and
6(b)(5) of the Act 13 in particular in that
it provides for an equitable allocation of
reasonable dues, fees and other charges
among users and recipients of the Data
and is not designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers. The
Exchange believes the proposed fees are
11 MDX would publish on its Web site a
description of the methodology used for averaging
the values submitted by market-makers to produce
a single publishable value.
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(4) and (5).
PO 00000
Frm 00062
Fmt 4703
Sfmt 4703
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE 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. To the
contrary, the Exchange believes the
proposed rule change is pro-competitive
in that it would allow the Exchange,
through MDX, to disseminate a new
data service on a voluntary basis. The
Service is voluntary on the part of the
Exchange, which is not required to offer
such services, and voluntary on the part
of prospective subscribers that are not
required to use it. The Exchange
believes that the Service would help
attract new users and new order flow to
the Exchange, thereby improving the
Exchange’s ability to compete in the
market for options order flow and
executions.
The Exchange also believes that the
proposed fees for the Data are consistent
with the requirements of the Act
because competition provides an
effective constraint on the market data
fees that the Exchange, through MDX,
has the ability and the incentive to
charge. CBOE has a compelling need to
attract order flow from market
participants in order to maintain its
share of trading volume. This
compelling need to attract order flow
imposes significant pressure on CBOE to
act reasonably in setting its fees for
market data, particularly given that the
market participants that will pay such
fees often will be the same market
participants from whom CBOE must
attract order flow. These market
participants include broker-dealers that
control the handling of a large volume
of customer and proprietary order flow.
Given the portability of order flow from
one exchange to another, any exchange
that sought to charge unreasonably high
data fees would risk alienating many of
the same customers on whose orders it
depends for competitive survival. CBOE
currently competes with eight options
E:\FR\FM\02OCN1.SGM
02OCN1
Federal Register / Vol. 77, No. 191 / Tuesday, October 2, 2012 / Notices
exchanges (this number does not
include CBOE’s affiliate, C2 Options
Exchange) for order flow.14
CBOE is constrained in pricing the
Data by the availability to market
participants of alternatives to
purchasing the Data. CBOE must
consider the extent to which market
participants would choose one or more
alternatives instead of purchasing the
exchange’s data. As noted above,
SuperDerivatives, Markit, Prism, and
Bloomberg are some of the market data
vendors that offer market data products
that would compete with the Service
Also, OCC makes similar data available
at no cost, thus constraining CBOE’s
ability to price the Data. The vendor
proprietary data and the OCC data are
significant alternatives to the MDX Data.
Further, other self-regulatory
organizations as well as broker-dealers
and alternative trading systems can
potentially produce their own option
valuation products and thus are sources
of potential competition for MDX.
The number of market data vendors
that sell valuations is relatively limited.
The Exchange believes that MDX can be
a low cost provider of valuations in this
competitive environment.
For the reasons cited above, the
Exchange believes the CBOE
Customized Option Valuation Service
offering, including the proposed fees, is
equitable, reasonable and not unfairly
discriminatory. In addition, the
Exchange believes that no substantial
countervailing basis exists to support a
finding that the proposed terms and fees
for the Service fails to meet the
requirements of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
wreier-aviles on DSK5TPTVN1PROD with NOTICES
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A) 15 of the Act and paragraph
(f) of Rule 19b–4 16 thereunder. At any
time within 60 days of the filing of the
proposed rule change, the Commission
14 The Commission has previously made a finding
that the options industry is subject to significant
competitive forces. See e.g., Securities Exchange
Act Release No. 59949 (May 20, 2009), 74 FR 25593
(May 28, 2009) (SR–ISE–2009–97) (order approving
ISE’s proposal to establish fees for a real-time depth
of market data offering).
15 15 U.S.C. 78s(b)(3)(A).
16 17 CFR 240.19b–4(f).
VerDate Mar<15>2010
15:04 Oct 01, 2012
Jkt 229001
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.
60163
2012–090 and should be submitted on
or before October 23, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
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:
[FR Doc. 2012–24169 Filed 10–1–12; 8:45 am]
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–CBOE–2012–090 on the
subject line.
Self-Regulatory Organizations; C2
Options Exchange, Incorporated;
Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Related to AIM and SAM
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–CBOE–2012–090. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–CBOE–
PO 00000
Frm 00063
Fmt 4703
Sfmt 4703
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67929; File No. SR–C2–
2012–034]
September 26, 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
September 21, 2012, the C2 Options
Exchange, Incorporated (‘‘Exchange’’ or
‘‘C2’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange has
designated the proposal as a ‘‘noncontroversial’’ proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(6) thereunder.4
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 is proposing to make
amendments to its rules pertaining to
certain auction mechanisms. The text of
the proposed rule change is available on
the Exchange’s Web site (https://
www.c2exchange.com/Legal/
RuleFilings.aspx), at the Exchange’s
Office of the Secretary and at the
Commission.
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
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
1 15
E:\FR\FM\02OCN1.SGM
02OCN1
Agencies
[Federal Register Volume 77, Number 191 (Tuesday, October 2, 2012)]
[Notices]
[Pages 60161-60163]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-24169]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67928; File No. SR-CBOE-2012-090]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to Codification of a Fee Schedule for the
Sale by Market Data Express, LLC, an Affiliate of CBOE, of a Data
Product That Includes Option Valuations
September 26, 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 September 14, 2012, the Chicago Board Options Exchange,
Incorporated (the ``Exchange'' or ``CBOE'') 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 Exchange. 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 the
Substance of the Proposed Rule Change
This proposal submitted by Chicago Board Options Exchange,
Incorporated (``CBOE'' or ``Exchange'') is to codify a fee schedule for
the sale by Market Data Express, LLC (``MDX''), an affiliate of CBOE,
of a data product that includes option valuations. The text of the
proposed rule change is available on the Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's
Office of the Secretary, 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 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 the proposed rule change is to establish fees that
MDX will charge for a new market data product, referred to as the CBOE
Customized Option Valuation Service (the ``Service''). The Service
would provide subscribers with an ``end-of-day'' file \3\ of valuations
for Flexible Exchange (``FLEX'') \4\ options and certain over-the-
[[Page 60162]]
counter (``OTC'') options (the ``Data''). The Data would be available
for internal use and distribution by subscribers. MDX would offer the
Data for sale to CBOE Trading Permit Holders (``TPHs'') and non-TPHs.
---------------------------------------------------------------------------
\3\ An end of day file refers to data that is distributed prior
to the opening of the next trading day.
\4\ FLEX options are exchange traded options that provide
investors with the ability to customize basic option features
including size, expiration date, exercise style, and certain
exercise prices.
---------------------------------------------------------------------------
The Data would consist of indicative \5\ values for three
categories of ``customized'' options. The first category of options is
all open series of FLEX options listed on any exchange that offers FLEX
options for trading.\6\ The second category is OTC options that have
the same degree of customization as FLEX options. The third category
includes options with strike prices expressed in percentage terms.
Values for such options would be expressed in percentage terms and
would be theoretical values.\7\
---------------------------------------------------------------------------
\5\ ``Indicative'' values are indications of potential market
prices only and as such are neither firm nor the basis for a
transaction.
\6\ Current FLEX options open interest spans over 2,000 series
on over 300 different underlying securities.
\7\ These values would be theoretical in that they would be
indications of potential market prices for options that have not
traded (i.e., do not yet exist). Market participants sometimes
express option values in percentage terms rather than in dollar
terms because they find it is easier to assess the change, or lack
of change, in the marketplace from one day to the next when values
are expressed in percentage terms.
---------------------------------------------------------------------------
A small number of market data vendors produce option value data
that is similar to the Data.\8\ The Options Clearing Corporation
(``OCC'') also produces FLEX option value data that is similar to the
FLEX option value data that would be included in the Service.\9\ These
vendors and the OCC use model-driven processes to produce their data.
Instead of using a model-driven process, CBOE would use values produced
by CBOE registered market-makers to produce the Data. Participating
CBOE market-makers would submit values to MDX on options series
specified by MDX on a daily basis. These values would be generated by
the market-maker's internal pricing models. The valuations that MDX
would ultimately publish would be an average of multiple contributions
of values from participating CBOE market-makers.\10\ For each value
provided by MDX through the Service, MDX would include a corresponding
indication of the number of market-maker contributors that factored
into that value.\11\
---------------------------------------------------------------------------
\8\ These vendors include SuperDerivatives, Markit, Prism, and
Bloomberg's BVAL service.
\9\ The OCC makes this data available on its Web site at https://www.theocc.com/webapps/flex-reports.
\10\ The Exchange has filed a proposed rule change describing in
detail the Service, the qualification criteria that a CBOE market-
maker must meet in order to be allowed to contribute values to MDX
for purposes of producing Data for the Service, and the compensation
MDX will pay to participating market-makers. See Securities Exchange
Act Release No. 67813 (September 10, 2012) [77 FR 56903 (September
14, 2012)] (SR-CBOE-2012-083).
\11\ MDX would publish on its Web site a description of the
methodology used for averaging the values submitted by market-makers
to produce a single publishable value.
---------------------------------------------------------------------------
The fees that MDX would assess for the Data are set forth in the
following table which would be included on the Price List on the MDX
Web site (www.marketdataexpress.com).
------------------------------------------------------------------------
Per option/per
Number of options day
------------------------------------------------------------------------
0-50.................................................... $1.25
51-100.................................................. 1.00
101-500................................................. 0.75
500+.................................................... 0.50
------------------------------------------------------------------------
MDX would charge a fee per option per day for the Data. The amount
of the fee would be reduced based on the number of options purchased. A
subscriber would pay $1.25 per option per day for each option purchased
up to 50 options, $1.00 per option per day for each option purchased
from 51 to 100 options, $0.75 per option per day for each option
purchased from 101 to 500 options, and $.050 [sic] per option per day
for each option purchased over 500 options. For example, a subscriber
that purchases values for 150 options per day would pay $1.25 per
option per day for the first 50 options ($62.50), $1.00 per option per
day for the next 50 options ($50.00) and $0.75 per option per day for
the remaining 50 options ($37.50) for a total of $150 per day.
Subscribers would be able to purchase options daily, weekly,
monthly or quarterly through the MDX Web site. TPHs and non-TPHs would
be charged the same fees for the Data. The Data would be delivered to
subscribers via File Transfer Protocol (FTP) or secure copy shortly
after the close of trading each day. MDX expects to launch the Service
during the fourth quarter of 2012.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the provisions of Section 6 of the Securities Exchange Act of 1934 (the
``Act'') \12\ in general and with Sections 6(b)(4) and 6(b)(5) of the
Act \13\ in particular in that it provides for an equitable allocation
of reasonable dues, fees and other charges among users and recipients
of the Data and is not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers. The Exchange believes the
proposed fees are equitable and not unfairly discriminatory in that the
fees charged would be the same for all market participants. In
addition, the Exchange believes the fees are equitable because the
Service would be purely optional. Only those subscribers that deem the
product to be of sufficient overall value and usefulness would purchase
it. The Exchange believes the proposed fees are reasonable because
potential customers of the Service have indicated to the Exchange that
the proposed fees compare favorably to fees that competing market data
vendors charge for similar data.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(4) and (5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE 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. To the contrary, the Exchange
believes the proposed rule change is pro-competitive in that it would
allow the Exchange, through MDX, to disseminate a new data service on a
voluntary basis. The Service is voluntary on the part of the Exchange,
which is not required to offer such services, and voluntary on the part
of prospective subscribers that are not required to use it. The
Exchange believes that the Service would help attract new users and new
order flow to the Exchange, thereby improving the Exchange's ability to
compete in the market for options order flow and executions.
The Exchange also believes that the proposed fees for the Data are
consistent with the requirements of the Act because competition
provides an effective constraint on the market data fees that the
Exchange, through MDX, has the ability and the incentive to charge.
CBOE has a compelling need to attract order flow from market
participants in order to maintain its share of trading volume. This
compelling need to attract order flow imposes significant pressure on
CBOE to act reasonably in setting its fees for market data,
particularly given that the market participants that will pay such fees
often will be the same market participants from whom CBOE must attract
order flow. These market participants include broker-dealers that
control the handling of a large volume of customer and proprietary
order flow. Given the portability of order flow from one exchange to
another, any exchange that sought to charge unreasonably high data fees
would risk alienating many of the same customers on whose orders it
depends for competitive survival. CBOE currently competes with eight
options
[[Page 60163]]
exchanges (this number does not include CBOE's affiliate, C2 Options
Exchange) for order flow.\14\
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\14\ The Commission has previously made a finding that the
options industry is subject to significant competitive forces. See
e.g., Securities Exchange Act Release No. 59949 (May 20, 2009), 74
FR 25593 (May 28, 2009) (SR-ISE-2009-97) (order approving ISE's
proposal to establish fees for a real-time depth of market data
offering).
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CBOE is constrained in pricing the Data by the availability to
market participants of alternatives to purchasing the Data. CBOE must
consider the extent to which market participants would choose one or
more alternatives instead of purchasing the exchange's data. As noted
above, SuperDerivatives, Markit, Prism, and Bloomberg are some of the
market data vendors that offer market data products that would compete
with the Service Also, OCC makes similar data available at no cost,
thus constraining CBOE's ability to price the Data. The vendor
proprietary data and the OCC data are significant alternatives to the
MDX Data. Further, other self-regulatory organizations as well as
broker-dealers and alternative trading systems can potentially produce
their own option valuation products and thus are sources of potential
competition for MDX.
The number of market data vendors that sell valuations is
relatively limited. The Exchange believes that MDX can be a low cost
provider of valuations in this competitive environment.
For the reasons cited above, the Exchange believes the CBOE
Customized Option Valuation Service offering, including the proposed
fees, is equitable, reasonable and not unfairly discriminatory. In
addition, the Exchange believes that no substantial countervailing
basis exists to support a finding that the proposed terms and fees for
the Service fails to meet the requirements of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
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) \15\ of the Act and paragraph (f) of Rule 19b-4 \16\
thereunder. At any time within 60 days of the filing of the proposed
rule change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f).
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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-CBOE-2012-090 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-CBOE-2012-090. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-CBOE-2012-090 and should be
submitted on or before October 23, 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. 2012-24169 Filed 10-1-12; 8:45 am]
BILLING CODE 8011-01-P