Self-Regulatory Organizations; ICE Clear Europe Limited; Notice of Filing of Proposed Rule Change To Provide for a Customer Clearing Model for CDS Products and To Amend, Clarify and Consolidate Certain Rules and Procedures, 67427-67429 [2012-27355]
Download as PDF
Federal Register / Vol. 77, No. 218 / Friday, November 9, 2012 / Notices
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 official business
days between the hours of 10:00 a.m.
and 3:00 p.m. Copies of such filing also
will be available for inspection and
copying at the principal offices 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–C2–
2012–036, and should be submitted on
or before November 30, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–27360 Filed 11–8–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68152; File No. SR–ICEEU–
2012–09]
Self-Regulatory Organizations; ICE
Clear Europe Limited; Notice of Filing
of Proposed Rule Change To Provide
for a Customer Clearing Model for CDS
Products and To Amend, Clarify and
Consolidate Certain Rules and
Procedures
tkelley on DSK3SPTVN1PROD with NOTICES
November 5, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’)1 and Rule 19b-4 thereunder,2
notice is hereby given that on October
22, 2012, ICE Clear Europe Limited
(‘‘ICE Clear Europe’’) 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 ICE Clear Europe. The
Commission is publishing this Notice to
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(2).
2 17 CFR 240.19b-4.
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of Terms of Substance of the
Proposed Rule Change
ICE Clear Europe proposes rule
changes to provide for a clearing model
for CDS products whereby customers of
ICE Clear Europe have the ability to
clear CDS products through ICE Clear
Europe (the ‘‘Customer CDS Clearing
Model’’). Additionally, ICE Clear Europe
also seeks to amend, clarify and
consolidate the terms of certain rules
and procedures, including those that
relate to default and membership
requirements.
II. Self-Regulatory Organization’s
Statement of Purpose of, and Statutory
Basis for, the Proposed Rule Change
In its filing with the Commission, ICE
Clear Europe 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. ICE
Clear Europe has prepared summaries,
set forth in sections A, B, and C below,
of the most significant aspects of such
statements.3
A. Self-Regulatory Organization’s
Statement of Purpose of, and Statutory
Basis for, the Proposed Rule Change
As noted above, the principal purpose
of the proposed rule change is to
provide for a Customer CDS Clearing
Model whereby customers of ICE Clear
Europe Clearing Members have the
ability to clear CDS products through
ICE Clear Europe. In addition, ICE Clear
Europe proposes to amend its Rules and
CDS Procedures in order to implement
certain rule changes that are unrelated
to Customer CDS Clearing Model.
Currently, ICE Clear Europe Clearing
Members are only able to clear CDS
products at ICE Clear Europe through
their proprietary accounts and not on
behalf of their customers. The Customer
CDS Clearing Model will extend ICE
Clear Europe’s customer clearing
models that are currently available for
other products to CDS products, with
certain modifications appropriate for the
nature of the product.
ICE Clear Europe has identified
customer clearing of CDS products as a
service that has become increasingly
important for market participants to
manage risk and express views with
respect to the credit markets. In
17 17
1 15
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17:34 Nov 08, 2012
3 The Commission has modified the text of the
summaries prepared by ICE Clear Europe.
Jkt 229001
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67427
addition, the CFTC has proposed,
pursuant to the Dodd-Frank Act, that
clearing of certain CDS products,
including iTraxx index CDS currently
cleared by ICE Clear Europe, will
become subject to mandatory clearing
under Section 2(h) of the Commodity
Exchange Act, including for customers.
Customers subject to the clearing
mandate will therefore need access to
clearing in order to comply with their
own clearing obligations. Moreover, ICE
Clear Europe believes that extending
CDS clearing to customers of its
Clearing Members will facilitate the
prompt and accurate settlement of
swaps and contribute to the
safeguarding of securities and funds
associated with swap transactions.
The Customer CDS Clearing Model
builds on the customer clearing
framework available for other products
at ICE Clear Europe. For US customers,
clearing would have to occur through a
registered futures commission merchant
and/or broker-dealer (depending on
whether the product is an index CDS or
single-name CDS), consistent with the
requirements of the Commodity
Exchange Act and Securities Exchange
Act of 1934. Non-US customers would
be permitted to clear through a non-US
clearing member in accordance with
applicable local laws or through a
registered futures commission merchant
and/or broker-dealer.
The terms of the Customer CDS
Clearing Model, as well as various
related enhancements to the clearing
model, are being proposed as
amendments to the ICE Clear Europe
Rules and CDS Procedures. Proposed
changes to Part 1 of the Rules contain
various clarifying and conforming
amendments to definitions, various new
CDS-specific definitions used in new
operative provisions, clarifications to
customer and proprietary account class
definitions that will now be relevant to
CDS, and clarifications to general
standards of Clearing Member
responsibility and liability requested by
CDS Clearing Members. Other proposed
changes reflect the incorporation into
the Rules of provisions that used to be
in a separate master agreement entered
into between the Clearing Member and
ICE Clear Europe. Proposed changes to
Part 2 of the Rules provide updates
related to anti-money laundering
legislation applicable to customers,
clarify membership standards for
Clearing Members, clarify the
obligations of Clearing Members with
respect to customer accounts and
proprietary accounts and clarify and/or
restate certain provisions relating to
Clearing Member default and
termination of clearing membership.
E:\FR\FM\09NON1.SGM
09NON1
tkelley on DSK3SPTVN1PROD with NOTICES
67428
Federal Register / Vol. 77, No. 218 / Friday, November 9, 2012 / Notices
The proposed changes in Part 3 of the
Rules clarify certain payment mechanics
for Clearing Members with respect to
amounts owed by their customers and
include a waiver of set-off by Clearing
Members. Part 4 of the Rules contains
proposed changes related to the
obligations of Clearing Members with
respect to formation of contracts,
including whether such contract is
being entered into for the customer
account or proprietary account,
particularly in the context of the
clearing of CDS on behalf of customers.
The proposed changes in Part 5 of the
Rules address the delivery of margin
from customers to Clearing Members
and add provisions dealing with transfer
of margin by security interest rather
than title transfer. The proposed
changes to Part 6 of the Rules, which
governs position limits, clarify the
procedures for providing notice of such
position limits. Some proposed minor
technical changes clarify further how
position limits apply in instances where
contracts arise due to firm trades,
voiding or error policies. The proposed
changes in Parts 7 and 8 of the Rules
clarify that references in those parts of
the Rules (covering Settlement and
Delivery of Futures (Part 7) and Options
(Part 8)), which relate solely to Energy
contracts, do not apply to CDS Customer
Accounts or Customers in the context of
CDS clearing. Part 9 of the Rules contain
various proposed changes to consolidate
and clarify the respective rights and
obligations of ICE Clear Europe and
Clearing Members, in the case of a
Clearing Member or ICE Clear Europe
default and the procedures to be
followed in determining a net sum
payable to or receivable from a
defaulting Clearing Member. Part 10 of
the Rules contains proposed clarifying
language providing more detail as to
how a disciplinary or appeals panel
could impose a sanction on a customer
and to determine liability or
responsibility appropriately in any
instance where there is joint
misfeasance. Part 11 contains proposed
conforming changes related to the
operation of the ICE Clear Europe
guaranty funds, including proposed
changes relating to the introduction of
customer clearing. ICE Clear Europe will
continue to operate separate guaranty
funds for CDS products and for energy
products. Part 12 of the Rules on
settlement finality contains proposed
updates to conform to and be consistent
with the new terms and definitions that
are part of the Customer CDS Customer
Model. Part 15 of the Rules, which
governs clearing of CDS generally,
contains proposed updates to include
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Jkt 229001
various additional provisions dealing
with CDS contracts cleared in the
customer account (including the
representation of customer transactions
in relevant books and records and
treatment of customer transactions in
the case of credit events) and
elimination of the separate master
agreement previously entered into
between CDS Clearing Members and ICE
Clear Europe. Part 16 of the Rules
contains certain proposed amendments
to the ICE Clear Europe FCM customer
clearing model that address the addition
of CDS clearing and certain other
clarifications and enhancements
requested by CDS Clearing Members.
In connection with the proposal of the
Customer CDS Clearing Model, ICE
Clear Europe proposes to establish in
Exhibit 1 of the Rules certain standard
terms (the Customer-CM CDS
Transactions Standard Terms) that will
be applicable to Customer-CM CDS
Transactions, which are CDS
transactions between a Non-FCM/BD
Clearing Member and a non-U.S.
customer. Under the proposed changes
to Rule 1516, all Non-FCM/BD Clearing
Members must agree to the applicability
of these terms as between them and
each of their Customers. The Standard
Terms provisions inter alia would
ensure that the terms of Customer-CM
CDS Transactions mirror the terms of
the cleared transaction, enable a
clearing member to pass on clearing
house performance (or nonperformance) to their Customers,
facilitate the provision of margin to ICE
Clear Europe and amend provisions in
underlying agreements relating to events
of default and close-out in order to
ensure that the porting of contracts and
margin under the default rules will be
effective. In addition, various consents
would be supplied for ICE Clear Europe
to update customer records in DTCC
and receive other information as
required relating to customers. As noted
above, US customers would clear
through an FCM/BD Clearing Member,
and the Customer-CM CDS Transactions
Standard Terms would not apply to that
relationship.
The adoption of the Customer CDS
Clearing Model will also require
changes to ICE Clear Europe’s CDS
Procedures. Part 1 of the CDS
Procedures contains various proposed
clarifying and conforming amendments
to definitions, as well as new definitions
used in new operative provisions. Part
2 of the CDS Procedures also contains
various proposed clarifying and
conforming amendments to membership
requirements, largely resulting from
implementation of the Dodd-Frank Act.
Part 3 of the CDS Procedures also
PO 00000
Frm 00100
Fmt 4703
Sfmt 4703
contains certain proposed conforming
changes. Proposed changes in Part 4 of
the CDS Procedures contain updates
concerning information that must be
provided with respect to CDS contracts
and procedures for submission of CDS
contracts for clearing. Proposed changes
in Part 5 of the CDS Procedures have
been made in furtherance of the
Customer CDS Clearing Model to
address customer clearing in the context
of the CDS Default Committee
procedures. Part 6 of the CDS
Procedures would be removed as no
longer necessary in light of the
clearinghouse’s use of determinations
made by the ISDA Determinations
Committees with respect to credit and
succession events. Proposed changes in
Part 7 address restructuring as a credit
event with respect to CDS contracts
cleared in the customer account,
including the processing for triggering
settlement of such contracts. Part 8 of
the CDS Procedures contains proposed
clarifying changes to the procedures for
listing new CDS Contracts, in particular
to enable the clearing house to respond
in timely fashion to any prohibition on
trading in CDS imposed under the EU
Short Selling Regulation (Regulation
236/2012 dated 14 March 2012). Part 9
of the CDS Procedures would be
updated to include various provisions
previously included in the separate
master agreement between CDS Clearing
Members and ICE Clear Europe as well
as certain tax provisions relevant to
customer clearing. These updated
provisions would apply to all CDS
Contracts, both customer positions and
proprietary positions of CDS Clearing
Members. Part 10 of the CDS Procedures
would be revised to update the crossreferences and definitions relevant to
customer clearing as they relate to index
CDS Contracts. Part 11 of the CDS
Procedures also would be revised to
update the cross-references and
definitions relevant to customer clearing
as they relate to Single Name CDS
Contracts. Similarly, Part 12 of the CDS
Procedures would include updates to
the cross-references and the definitions
relevant to customer clearing with
respect to Sovereign Contracts. Finally,
Part 13 of the CDS Procedures would
add certain general procedures relating
to customer clearing of CDS contracts,
including as to transfer of customer
positions.
ICE Clear Europe believes that the
proposed Customer CDS Clearing Model
is consistent with the requirements of
Section 17A of the Act and the CDS
procedures and regulations thereunder
applicable to it. Specifically, the
Customer CDS Clearing Model would
E:\FR\FM\09NON1.SGM
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Federal Register / Vol. 77, No. 218 / Friday, November 9, 2012 / Notices
promote market transparency for
derivatives markets, promote the
prompt and accurate clearance of
securities transactions, and derivative
agreements, contracts, and transactions,
and protect investors and the public
interest. The Customer CDS Clearing
Model is designed to permit customers
of Clearing Members to clear CDS
transactions, thereby permitting the
increased use of clearing and the
prompt and accurate clearance and
settlement of securities transactions in
furtherance of the goals of Section 17A
of the Act. ICE Clear Europe also
believes the proposed changes are
specifically designed to protect
investors and the public interest. The
non-Customer CDS Clearing Model
proposed rule changes also achieve such
ends by clarifying the rights and
obligations of Clearing Members and
ICE Clear Europe with respect to key
aspects of the clearance and settlement
process.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
ICE Clear Europe does not believe that
the proposed rule change will have any
impact or impose any burden on
competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
ICE Clear Europe has consulted
extensively with CDS Clearing Members
and others in developing the Customer
CDS Clearing Model. ICE Clear Europe
has not solicited and does not intend to
solicit comments regarding this
proposed rule change. ICE Clear Europe
has not received any unsolicited written
comments from interested parties. ICE
Clear Europe will notify the
Commission of any written comments
received by ICE Clear Europe.
tkelley on DSK3SPTVN1PROD with NOTICES
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
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.
VerDate Mar<15>2010
17:34 Nov 08, 2012
Jkt 229001
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 may be
submitted by using 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 No. SR–ICEEU–
2012–09 on the subject line.
• Paper comments should be sent 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–ICEEU–2012–09. 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
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of ICE Clear Europe and on ICE
Clear Europe’s Web site at https://
www.theice.com/notices/
Notices.shtml?regulatoryFilings.
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–ICEEU–2012–09 and
should be submitted on or before
November 30, 2012.
PO 00000
Frm 00101
Fmt 4703
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67429
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.4
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–27355 Filed 11–8–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68151; File No. SR–OCC–
2012–20]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Clarify
the Applicability of OCC’s Rules
Governing Delivery of Treasury
Securities Underlying Treasury
Futures Contracts to Futures on
Treasury Securities With Maturities of
Greater Than 25 Years
November 5, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and
Rule 19b–4 thereunder 2 notice is
hereby given that on October 22, 2012,
The Options
Clearing Corporation (‘‘OCC’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II and III below, which Items
have been prepared primarily by OCC.
OCC filed the proposed rule change
pursuant to Section 19(b)(3)(A) 3 of the
Act and Rule 19b–4(f)(4) 4 thereunder so
that the proposal was effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the rule change
from interested parties.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
OCC proposes to clarify the
applicability of OCC’s rules governing
delivery of Treasury securities
underlying Treasury futures contracts to
futures on Treasury securities with
maturities of greater than 25 years.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
OCC included statements concerning
4 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)(4).
1 15
E:\FR\FM\09NON1.SGM
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Agencies
[Federal Register Volume 77, Number 218 (Friday, November 9, 2012)]
[Notices]
[Pages 67427-67429]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-27355]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68152; File No. SR-ICEEU-2012-09]
Self-Regulatory Organizations; ICE Clear Europe Limited; Notice
of Filing of Proposed Rule Change To Provide for a Customer Clearing
Model for CDS Products and To Amend, Clarify and Consolidate Certain
Rules and Procedures
November 5, 2012.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'')\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on October 22, 2012, ICE Clear Europe Limited (``ICE Clear Europe'')
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 ICE Clear Europe. The Commission
is publishing this Notice to solicit comments on the proposed rule
change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(2).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of Terms of Substance of
the Proposed Rule Change
ICE Clear Europe proposes rule changes to provide for a clearing
model for CDS products whereby customers of ICE Clear Europe have the
ability to clear CDS products through ICE Clear Europe (the ``Customer
CDS Clearing Model''). Additionally, ICE Clear Europe also seeks to
amend, clarify and consolidate the terms of certain rules and
procedures, including those that relate to default and membership
requirements.
II. Self-Regulatory Organization's Statement of Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, ICE Clear Europe 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. ICE Clear Europe 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 ICE Clear Europe.
---------------------------------------------------------------------------
A. Self-Regulatory Organization's Statement of Purpose of, and
Statutory Basis for, the Proposed Rule Change
As noted above, the principal purpose of the proposed rule change
is to provide for a Customer CDS Clearing Model whereby customers of
ICE Clear Europe Clearing Members have the ability to clear CDS
products through ICE Clear Europe. In addition, ICE Clear Europe
proposes to amend its Rules and CDS Procedures in order to implement
certain rule changes that are unrelated to Customer CDS Clearing Model.
Currently, ICE Clear Europe Clearing Members are only able to clear
CDS products at ICE Clear Europe through their proprietary accounts and
not on behalf of their customers. The Customer CDS Clearing Model will
extend ICE Clear Europe's customer clearing models that are currently
available for other products to CDS products, with certain
modifications appropriate for the nature of the product.
ICE Clear Europe has identified customer clearing of CDS products
as a service that has become increasingly important for market
participants to manage risk and express views with respect to the
credit markets. In addition, the CFTC has proposed, pursuant to the
Dodd-Frank Act, that clearing of certain CDS products, including iTraxx
index CDS currently cleared by ICE Clear Europe, will become subject to
mandatory clearing under Section 2(h) of the Commodity Exchange Act,
including for customers. Customers subject to the clearing mandate will
therefore need access to clearing in order to comply with their own
clearing obligations. Moreover, ICE Clear Europe believes that
extending CDS clearing to customers of its Clearing Members will
facilitate the prompt and accurate settlement of swaps and contribute
to the safeguarding of securities and funds associated with swap
transactions.
The Customer CDS Clearing Model builds on the customer clearing
framework available for other products at ICE Clear Europe. For US
customers, clearing would have to occur through a registered futures
commission merchant and/or broker-dealer (depending on whether the
product is an index CDS or single-name CDS), consistent with the
requirements of the Commodity Exchange Act and Securities Exchange Act
of 1934. Non-US customers would be permitted to clear through a non-US
clearing member in accordance with applicable local laws or through a
registered futures commission merchant and/or broker-dealer.
The terms of the Customer CDS Clearing Model, as well as various
related enhancements to the clearing model, are being proposed as
amendments to the ICE Clear Europe Rules and CDS Procedures. Proposed
changes to Part 1 of the Rules contain various clarifying and
conforming amendments to definitions, various new CDS-specific
definitions used in new operative provisions, clarifications to
customer and proprietary account class definitions that will now be
relevant to CDS, and clarifications to general standards of Clearing
Member responsibility and liability requested by CDS Clearing Members.
Other proposed changes reflect the incorporation into the Rules of
provisions that used to be in a separate master agreement entered into
between the Clearing Member and ICE Clear Europe. Proposed changes to
Part 2 of the Rules provide updates related to anti-money laundering
legislation applicable to customers, clarify membership standards for
Clearing Members, clarify the obligations of Clearing Members with
respect to customer accounts and proprietary accounts and clarify and/
or restate certain provisions relating to Clearing Member default and
termination of clearing membership.
[[Page 67428]]
The proposed changes in Part 3 of the Rules clarify certain payment
mechanics for Clearing Members with respect to amounts owed by their
customers and include a waiver of set-off by Clearing Members. Part 4
of the Rules contains proposed changes related to the obligations of
Clearing Members with respect to formation of contracts, including
whether such contract is being entered into for the customer account or
proprietary account, particularly in the context of the clearing of CDS
on behalf of customers. The proposed changes in Part 5 of the Rules
address the delivery of margin from customers to Clearing Members and
add provisions dealing with transfer of margin by security interest
rather than title transfer. The proposed changes to Part 6 of the
Rules, which governs position limits, clarify the procedures for
providing notice of such position limits. Some proposed minor technical
changes clarify further how position limits apply in instances where
contracts arise due to firm trades, voiding or error policies. The
proposed changes in Parts 7 and 8 of the Rules clarify that references
in those parts of the Rules (covering Settlement and Delivery of
Futures (Part 7) and Options (Part 8)), which relate solely to Energy
contracts, do not apply to CDS Customer Accounts or Customers in the
context of CDS clearing. Part 9 of the Rules contain various proposed
changes to consolidate and clarify the respective rights and
obligations of ICE Clear Europe and Clearing Members, in the case of a
Clearing Member or ICE Clear Europe default and the procedures to be
followed in determining a net sum payable to or receivable from a
defaulting Clearing Member. Part 10 of the Rules contains proposed
clarifying language providing more detail as to how a disciplinary or
appeals panel could impose a sanction on a customer and to determine
liability or responsibility appropriately in any instance where there
is joint misfeasance. Part 11 contains proposed conforming changes
related to the operation of the ICE Clear Europe guaranty funds,
including proposed changes relating to the introduction of customer
clearing. ICE Clear Europe will continue to operate separate guaranty
funds for CDS products and for energy products. Part 12 of the Rules on
settlement finality contains proposed updates to conform to and be
consistent with the new terms and definitions that are part of the
Customer CDS Customer Model. Part 15 of the Rules, which governs
clearing of CDS generally, contains proposed updates to include various
additional provisions dealing with CDS contracts cleared in the
customer account (including the representation of customer transactions
in relevant books and records and treatment of customer transactions in
the case of credit events) and elimination of the separate master
agreement previously entered into between CDS Clearing Members and ICE
Clear Europe. Part 16 of the Rules contains certain proposed amendments
to the ICE Clear Europe FCM customer clearing model that address the
addition of CDS clearing and certain other clarifications and
enhancements requested by CDS Clearing Members.
In connection with the proposal of the Customer CDS Clearing Model,
ICE Clear Europe proposes to establish in Exhibit 1 of the Rules
certain standard terms (the Customer-CM CDS Transactions Standard
Terms) that will be applicable to Customer-CM CDS Transactions, which
are CDS transactions between a Non-FCM/BD Clearing Member and a non-
U.S. customer. Under the proposed changes to Rule 1516, all Non-FCM/BD
Clearing Members must agree to the applicability of these terms as
between them and each of their Customers. The Standard Terms provisions
inter alia would ensure that the terms of Customer-CM CDS Transactions
mirror the terms of the cleared transaction, enable a clearing member
to pass on clearing house performance (or non-performance) to their
Customers, facilitate the provision of margin to ICE Clear Europe and
amend provisions in underlying agreements relating to events of default
and close-out in order to ensure that the porting of contracts and
margin under the default rules will be effective. In addition, various
consents would be supplied for ICE Clear Europe to update customer
records in DTCC and receive other information as required relating to
customers. As noted above, US customers would clear through an FCM/BD
Clearing Member, and the Customer-CM CDS Transactions Standard Terms
would not apply to that relationship.
The adoption of the Customer CDS Clearing Model will also require
changes to ICE Clear Europe's CDS Procedures. Part 1 of the CDS
Procedures contains various proposed clarifying and conforming
amendments to definitions, as well as new definitions used in new
operative provisions. Part 2 of the CDS Procedures also contains
various proposed clarifying and conforming amendments to membership
requirements, largely resulting from implementation of the Dodd-Frank
Act. Part 3 of the CDS Procedures also contains certain proposed
conforming changes. Proposed changes in Part 4 of the CDS Procedures
contain updates concerning information that must be provided with
respect to CDS contracts and procedures for submission of CDS contracts
for clearing. Proposed changes in Part 5 of the CDS Procedures have
been made in furtherance of the Customer CDS Clearing Model to address
customer clearing in the context of the CDS Default Committee
procedures. Part 6 of the CDS Procedures would be removed as no longer
necessary in light of the clearinghouse's use of determinations made by
the ISDA Determinations Committees with respect to credit and
succession events. Proposed changes in Part 7 address restructuring as
a credit event with respect to CDS contracts cleared in the customer
account, including the processing for triggering settlement of such
contracts. Part 8 of the CDS Procedures contains proposed clarifying
changes to the procedures for listing new CDS Contracts, in particular
to enable the clearing house to respond in timely fashion to any
prohibition on trading in CDS imposed under the EU Short Selling
Regulation (Regulation 236/2012 dated 14 March 2012). Part 9 of the CDS
Procedures would be updated to include various provisions previously
included in the separate master agreement between CDS Clearing Members
and ICE Clear Europe as well as certain tax provisions relevant to
customer clearing. These updated provisions would apply to all CDS
Contracts, both customer positions and proprietary positions of CDS
Clearing Members. Part 10 of the CDS Procedures would be revised to
update the cross-references and definitions relevant to customer
clearing as they relate to index CDS Contracts. Part 11 of the CDS
Procedures also would be revised to update the cross-references and
definitions relevant to customer clearing as they relate to Single Name
CDS Contracts. Similarly, Part 12 of the CDS Procedures would include
updates to the cross-references and the definitions relevant to
customer clearing with respect to Sovereign Contracts. Finally, Part 13
of the CDS Procedures would add certain general procedures relating to
customer clearing of CDS contracts, including as to transfer of
customer positions.
ICE Clear Europe believes that the proposed Customer CDS Clearing
Model is consistent with the requirements of Section 17A of the Act and
the CDS procedures and regulations thereunder applicable to it.
Specifically, the Customer CDS Clearing Model would
[[Page 67429]]
promote market transparency for derivatives markets, promote the prompt
and accurate clearance of securities transactions, and derivative
agreements, contracts, and transactions, and protect investors and the
public interest. The Customer CDS Clearing Model is designed to permit
customers of Clearing Members to clear CDS transactions, thereby
permitting the increased use of clearing and the prompt and accurate
clearance and settlement of securities transactions in furtherance of
the goals of Section 17A of the Act. ICE Clear Europe also believes the
proposed changes are specifically designed to protect investors and the
public interest. The non-Customer CDS Clearing Model proposed rule
changes also achieve such ends by clarifying the rights and obligations
of Clearing Members and ICE Clear Europe with respect to key aspects of
the clearance and settlement process.
B. Self-Regulatory Organization's Statement on Burden on Competition
ICE Clear Europe does not believe that the proposed rule change
will have any impact or impose any burden on competition.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
ICE Clear Europe has consulted extensively with CDS Clearing
Members and others in developing the Customer CDS Clearing Model. ICE
Clear Europe has not solicited and does not intend to solicit comments
regarding this proposed rule change. ICE Clear Europe has not received
any unsolicited written comments from interested parties. ICE Clear
Europe will notify the Commission of any written comments received by
ICE Clear Europe.
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 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.
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 may be submitted by using 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 No. SR-ICEEU-2012-09 on the subject line.
Paper comments should be sent 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-ICEEU-2012-09. 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
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of ICE Clear Europe
and on ICE Clear Europe's Web site at https://www.theice.com/notices/Notices.shtml?regulatoryFilings.
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-ICEEU-2012-09
and should be submitted on or before November 30, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\4\
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\4\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-27355 Filed 11-8-12; 8:45 am]
BILLING CODE 8011-01-P