Self-Regulatory Organizations; C2 Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to System Access, Connectivity, and Testing, 67424-67427 [2012-27360]
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67424
Federal Register / Vol. 77, No. 218 / Friday, November 9, 2012 / Notices
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–CBOE–2012–100. 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 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–CBOE–
2012–100, and should be submitted on
or before November 30, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–27361 Filed 11–8–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68154; File No. SR–C2–
2012–036]
tkelley on DSK3SPTVN1PROD with NOTICES
Self-Regulatory Organizations; C2
Options Exchange, Incorporated;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change Relating to System Access,
Connectivity, and Testing
November 5, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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17:34 Nov 08, 2012
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notice is hereby given that on October
23, 2012, C2 Options Exchange,
Incorporated (the ‘‘Exchange’’ or ‘‘C2’’)
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
The Exchange proposes to amend its
rules regarding System 3 access,
connectivity, and testing by
Participants. The text of the proposed
rule change is available on the
Exchange’s Web site (https://
www.c2exchange.com/Legal/), 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
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 Exchange proposes to amend its
rules regarding System access,
connectivity, and testing by
Participants. The Exchange makes
available to Participants various
application programming interfaces
(‘‘APIs’’),4 such as CBOE Market
Interface (‘‘CMi’’) and Financial
Information eXchange (‘‘FIX’’) Protocol,
for authorized Participants to use to
access the System.5 Participants may
3 The System means the automated trading
system used by the Exchange for the trading of
options products.
4 APIs are computer programs that allow
Participants to interface with the Exchange.
5 Only Participants may access the System. The
Commission adopted Rule 15c3–5 under the Act,
which, among other things, requires broker-dealers
providing others with access to an exchange or
alternative trading system to establish, document,
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select which of these APIs they would
like to use to connect to the System
when registering with the Exchange for
System access. The Exchange believes it
is important to provide Participants
with this flexibility so that they can
determine the API that will be most
compatible with their systems and
maximize the efficiency of their
systems’ connection to the System.
Connection to the System allows
authorized Participants to enter and
execute orders, as well as submit certain
order and trade data to the Exchange,
which data the Exchange uses to
conduct surveillances of its markets and
Participants.
After a Participant registers with the
Exchange to use a specific API, the
Exchange may require the Participant to
use a specific connectivity protocol that,
among other things, may require the
input of certain information (e.g. trading
acronym, category of Participant) during
the connectivity process in accordance
with technical specifications established
by the Exchange. The Exchange may
prescribe a specific connectivity
protocol for all Participants, or for
certain categories of similarly situated
Participants (e.g. Market-Makers,
Designated Primary Market-Makers
(‘‘DPMs’’)).
It is imperative for the Exchange to
receive during the connectivity process
information regarding a Participant’s
identification so that the Exchange can
ensure that the connecting party is a
Participant authorized to access the
System and that the Exchange is aware
of what type of Participant the
connecting party is. Requiring a specific
connectivity protocol allows the
Exchange to receive this information in
a uniform manner for all Participants, or
categories of similarly situated
Participants, as the Exchange deems
necessary. This information allows the
Exchange to, among other things,
perform the necessary surveillances
applicable to the Participant and
determine whether the Participant is
complying with all relevant Exchange
Rules. Many of the Exchange’s
surveillances are conducted by type of
Participants, as different types have
and maintain a system of risk management controls
and supervisory procedures reasonably designed to
manage the financial, regulatory, and other risks of
providing such access. See Securities Exchange Act
Release No. 63241 (November 3, 2010), 75 FR 69792
(November 15, 2010). Rule 15c3–5 effectively
eliminated ‘‘naked access’’ (i.e. ‘‘Sponsored Users’’)
to the Exchange by non-Participants and effectively
requires Participants to filter all non-Participant
orders prior to being sent to the Exchange. The
Exchange expects to eliminate the concept of
sponsored use under its Rules in connection with
the adoption of Rule 15c3–5 in a separate rule
filing.
E:\FR\FM\09NON1.SGM
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tkelley on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 77, No. 218 / Friday, November 9, 2012 / Notices
different responsibilities they must meet
under the Exchange rules.6 The
Exchange believes that receiving trade
data in an organized and uniform format
from all Participants, or types of
Participants, allows it to efficiently
identify Participants and monitor and
conduct surveillances of its markets and
Participant, and thus effectively fulfill
its regulatory responsibilities.
Additionally, the Exchange believes that
prescribing connectivity protocols on
either all Participants or categories of
similarly situated Participants ensures
that the Exchange makes these
prescriptions in an objective manner.
The Exchange also periodically
requires Participants that have been
authorized to access the System to
conduct or participate in the testing of
their computer systems to ascertain the
compatibility of these systems with the
System. The Exchange believes that it is
critical that Participants work closely
with the Exchange in testing new
software releases and other System
changes. System testing allows the
Exchange to ensure that Participants’
systems are continuously compatible
with the System in the event of System
changes and that the Exchange
continues to receive all necessary data
from Participants in a timely manner
and efficient format. Additionally,
System testing allows Participants to
make any necessary adjustments to their
systems in the event of System changes
to ensure that their connections to the
System are functioning properly and
that they are able to submit order and
trade information in compliance with
all applicable Exchange Rules.
The Exchange proposes to codify
these current Exchange practices and
requirements related to System access
and connectivity. Proposed Rule 6.34(c)
clarifies in the Rules that only
Participants (and their associated
persons) may be authorized to access
the System to enter and execute orders.
This proposed provision also provides
that the Exchange will require a
Participant to enter into a software user
or license agreement with the Exchange
in a form or forms prescribed by the
Exchange in order to obtain authorized
access to the System if the Participant
elects to use an API for which the
Exchange has determined that this type
of an agreement is necessary. In other
words, whether the Exchange requires a
Participant to enter into a user or license
6 For example, a DPM must satisfy quoting
obligations that are different than those that a
Market-Maker must satisfy, and the Exchange
reviews their quoting activity to determine whether
they have satisfied their respective obligations. See
Rule 8.17 (obligations of DPMs) and Rule 8.5
(obligations of Market-Makers).
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agreement will depend solely on the
objective criteria of what type of API the
Participant opts to use.7 The proposed
rule change also amends Rule 6.34(a) to
clarify that the term API means
application programming interface.
Proposed Rule 6.34(d) provides that
the Exchange may prescribe technical
specifications pursuant to which all
Participants, or categories of similarly
situated Participants (e.g., DPMs,
Market-Makers), may establish an
electronic connection to the System
(and any facilities). The Exchange will
announce to Participants via Regulatory
Circular any connectivity protocol
prescription.
Proposed Rule 6.34(e)(i) provides that
each Participant that the Exchange
designates as required to participate in
a system test must conduct or
participate in the testing of its computer
systems to ascertain the compatibility of
such systems with the System in the
manner and frequency prescribed by the
Exchange. The Exchange will designate
Participants as required to participate in
a system test based on: (1) The category
of the Participant (e.g. DPM, MarketMaker); (2) the computer system(s) the
Participant uses; and (3) the manner in
which the Participant connects to the
System. The Exchange will give
Participants reasonable notice of any
mandatory systems test, which notice
will specify the nature of the test and
Participants’ obligations in participation
in the test.
In connection with this mandatory
system testing, proposed Rule 6.34(e)(ii)
provides that every Participant required
by the Exchange to conduct or
participate in testing of computer
systems must provide to the Exchange
any reports relating to the testing as the
Exchange may prescribe. Participants
must maintain adequate documentation
of tests required by this Rule and results
of this testing for examination by the
Exchange.
Proposed Rule 6.34(e)(iii) states that a
Participant that fails to conduct or
participate in mandatory systems tests,
fails to file the required reports, or fails
to maintain the required documentation,
as required by proposed Rule 6.34(e)(i)
and (ii), may be subject to summary
suspension or other action taken
pursuant to Chapter 16 (Summary
Suspension) and/or disciplinary action
7 For example, the Exchange developed CMi and
currently requires all Participants that opt to
connect to the System using CMi to enter into a
software license agreement with the Exchange to
use CMi. The Exchange has determined that
Participants that opt to connect to the System using
FIX do not currently have to enter into any type of
software user or license agreement, which is a
universally available application for which the
developer does not require a user agreement.
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pursuant to Chapter 17 (Discipline) of
the Exchange Rules. Disciplinary action
may include fines pursuant to proposed
Rule 17.50(g)(19), which provides that
Participants that violate proposed Rule
6.34(e) may be subject to fines under the
Exchange’s minor rule violation plan.8
As with all other violations in the
Exchange’s minor rule violation plan,
the Exchange retains the ability to refer
a violation of the system testing
requirements to its Business Conduct
Committee should the circumstances
warrant such a referral. The Exchange
believes that violations of the proposed
mandatory system testing provision are
suitable for its minor rule violation plan
because they are generally technical in
nature. Further, including these
violations into the minor rule violation
plan will allow the Exchange to carry
out its regulatory responsibilities more
quickly and efficiently.
Codification of these requirements
gives the Exchange the ability to
discipline any Participants that fail to
comply with these requirements. While
Participants generally comply with
these requirements, their inclusion in
the Rules (and the resulting potential for
discipline for noncompliance) may
enhance Participants’ overall
compliance with them.
Codification of these requirements is
also consistent with the Rules of other
exchanges. Proposed Rule 6.34(c) is
substantially similar to: BATS
Exchange, Inc. (‘‘BATS’’) Rule 11.3(a);
BOX Options Exchange LLC (‘‘BOX’’)
Rule 7000(a); EDGA Exchange, Inc.
(‘‘EDGA’’) Chapter XI, Rule 11.3(a);
EDGX Exchange, Inc. (‘‘EDGX’’) Chapter
XI, Rule 11.3(a); International Securities
Exchange, LLC (‘‘ISE’’) Rule 706(a);
NASDAQ Option Market (‘‘NOM’’)
Chapter V, Section 1(a); NYSE Arca, Inc.
(‘‘NYSE Arca’’) Rule 6.2A(a); and NYSE
MKT LLC (‘‘NYSE MKT’’) Rule
902.1NY(a). Proposed Rule 6.34(e) is
substantially similar to: BATS Rule
18.13; BOX Rule 3180; ISE Rule 419;
and NOM Chapter III, Section 13. BOX
Rule 12140(d)(7) and ISE Rule
1614(d)(8) also allow those exchanges to
fine their members for violations of their
respective mandatory system provisions
pursuant to their respective minor rule
violation plans.9
8 These fines are as follows: $250 for the first
offense, $500 for the second offense, $1,000 for the
third offense, $2,000 for the fourth offense, and
referral to the Business Conduct Committee for any
subsequent offenses. The fines are based on the
number of offenses in one calendar year.
9 The proposed fine amounts in proposed Rule
17.50(g)(19) are the same as the fine amounts in the
corresponding BOX and ISE rules.
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Federal Register / Vol. 77, No. 218 / Friday, November 9, 2012 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
Additionally, proposed Rule 6.34(c) is
consistent with Rule 15c3–1 [sic] under
the Act.10
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.11 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) requirements that the rules of an
exchange be designed to promote just
and equitable principles of trade, to
prevent fraudulent and manipulative
acts, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and to perfect
the mechanism for a free and open
market and a national market system,
and, in general, to protect investors and
the public interest.12 Additionally, the
Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) requirement that the rules of a
national securities exchange be
designed to not permit unfair
discrimination between customer,
issuers, brokers or dealers.13 The
Exchange also believes the proposed
rule change is consistent with the
Section 6(b)(6) 14 requirement that the
rules of an exchange provide that its
members and persons associated with
its members be appropriately
disciplined for violation of the
provisions of the Act, the rules and
regulations thereunder, or the rules of
the exchange, by expulsion, suspension,
limitation of activities, functions, and
operations, fine, censure, being
suspended or barred from being
associated with a member, or any other
fitting sanction.
The proposed rule change codifies
current Exchange requirements that
enhance C2’s market surveillances and
System functionality. Proposed Rule
6.34(c) is consistent with Rule 15c3–5
under the Act, and the Exchange
believes the proposed rule change
promotes compliance by Participants
with the market access requirements
under that rule. The Exchange believes
that proposed Rule 6.34(d) allows the
Exchange to receive from Participants,
or categories of similarly situated
Participants, information in a uniform
supra note 5.
U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(5).
13 Id.
14 15 U.S.C. 78f(b)(6).
11 15
17:34 Nov 08, 2012
B. Self-Regulatory Organization’s
Statement on Burden on Competition
C2 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.
10 See
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format, which aids the Exchange’s
efforts to monitor and regulate C2’s
markets and Participants and helps
prevent fraudulent and manipulative
practices. This also helps coordinate the
ability of Participants to electronically
trade on the Exchange with the
Exchange’s ability to receive the
necessary information to regulate those
transactions. Proposed Rule 6.34(e)
allows the Exchange to ensure that
Participants’ connections to the System
function correctly, which promotes
efficiency and enhances compliance by
Participants with Exchange Rules.
In addition, codification of these
requirements is consistent with the Act
because it gives the Exchange the ability
to discipline Participants that fail to
comply with these requirements, which
may enhance overall Participants
compliance with these requirements.
This proposed rule change will also
promote consistency in the minor rule
violation programs of other exchanges
and allow the Exchange to carry out its
regulatory responsibilities more quickly
and efficiently by including violations
of the mandatory system testing
provision in the Exchange’s minor rule
violation plan.
The Exchange believes that the
proposed rule change is designed to not
permit unfair discrimination among
Participants, as the proposed rule
change provides for the Exchange to
impose requirements on Participants in
an objective manner. For example,
under proposed Rule 6.34(d), the
Exchange may impose connectivity
protocol requirements on all
Participants, or similarly situated
Participants. Additionally, under
proposed Rule 6.34(c), whether the
Exchange requires a Participant to enter
into a software user or license
agreement depends solely on what type
of API the Participant opts to use to
connect to the System.
Finally, the proposed rule change will
help remove impediments to and
promote a free and open market and a
national market system because it is
consistent with rules in place at other
exchanges and imposes substantially
similar requirements on Participants as
those rules do on those exchanges’
members.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not:
A. Significantly affect the protection
of investors or the public interest;
B. impose any significant burden on
competition; and
C. become operative for 30 days from
the date on which it was filed, or such
shorter time as the Commission may
designate, it has become effective
pursuant to Section 19(b)(3)(A) 15 of the
Act and Rule 19b–4(f)(6) 16 thereunder.
At any time within 60 days of the
filing of this 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.
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 rulecomments@sec.gov. Please include File
Number SR–C2–2012–036 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–C2–2012–036. 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/
15 15
16 17
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U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
09NON1
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.
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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.
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Agencies
[Federal Register Volume 77, Number 218 (Friday, November 9, 2012)]
[Notices]
[Pages 67424-67427]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-27360]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68154; File No. SR-C2-2012-036]
Self-Regulatory Organizations; C2 Options Exchange, Incorporated;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
Relating to System Access, Connectivity, and Testing
November 5, 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 October 23, 2012, C2 Options Exchange, Incorporated (the
``Exchange'' or ``C2'') 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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend its rules regarding System \3\
access, connectivity, and testing by Participants. The text of the
proposed rule change is available on the Exchange's Web site (https://www.c2exchange.com/Legal/), at the Exchange's Office of the Secretary,
and at the Commission.
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\3\ The System means the automated trading system used by the
Exchange for the trading of options products.
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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 Exchange proposes to amend its rules regarding System access,
connectivity, and testing by Participants. The Exchange makes available
to Participants various application programming interfaces
(``APIs''),\4\ such as CBOE Market Interface (``CMi'') and Financial
Information eXchange (``FIX'') Protocol, for authorized Participants to
use to access the System.\5\ Participants may select which of these
APIs they would like to use to connect to the System when registering
with the Exchange for System access. The Exchange believes it is
important to provide Participants with this flexibility so that they
can determine the API that will be most compatible with their systems
and maximize the efficiency of their systems' connection to the System.
Connection to the System allows authorized Participants to enter and
execute orders, as well as submit certain order and trade data to the
Exchange, which data the Exchange uses to conduct surveillances of its
markets and Participants.
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\4\ APIs are computer programs that allow Participants to
interface with the Exchange.
\5\ Only Participants may access the System. The Commission
adopted Rule 15c3-5 under the Act, which, among other things,
requires broker-dealers providing others with access to an exchange
or alternative trading system to establish, document, and maintain a
system of risk management controls and supervisory procedures
reasonably designed to manage the financial, regulatory, and other
risks of providing such access. See Securities Exchange Act Release
No. 63241 (November 3, 2010), 75 FR 69792 (November 15, 2010). Rule
15c3-5 effectively eliminated ``naked access'' (i.e. ``Sponsored
Users'') to the Exchange by non-Participants and effectively
requires Participants to filter all non-Participant orders prior to
being sent to the Exchange. The Exchange expects to eliminate the
concept of sponsored use under its Rules in connection with the
adoption of Rule 15c3-5 in a separate rule filing.
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After a Participant registers with the Exchange to use a specific
API, the Exchange may require the Participant to use a specific
connectivity protocol that, among other things, may require the input
of certain information (e.g. trading acronym, category of Participant)
during the connectivity process in accordance with technical
specifications established by the Exchange. The Exchange may prescribe
a specific connectivity protocol for all Participants, or for certain
categories of similarly situated Participants (e.g. Market-Makers,
Designated Primary Market-Makers (``DPMs'')).
It is imperative for the Exchange to receive during the
connectivity process information regarding a Participant's
identification so that the Exchange can ensure that the connecting
party is a Participant authorized to access the System and that the
Exchange is aware of what type of Participant the connecting party is.
Requiring a specific connectivity protocol allows the Exchange to
receive this information in a uniform manner for all Participants, or
categories of similarly situated Participants, as the Exchange deems
necessary. This information allows the Exchange to, among other things,
perform the necessary surveillances applicable to the Participant and
determine whether the Participant is complying with all relevant
Exchange Rules. Many of the Exchange's surveillances are conducted by
type of Participants, as different types have
[[Page 67425]]
different responsibilities they must meet under the Exchange rules.\6\
The Exchange believes that receiving trade data in an organized and
uniform format from all Participants, or types of Participants, allows
it to efficiently identify Participants and monitor and conduct
surveillances of its markets and Participant, and thus effectively
fulfill its regulatory responsibilities. Additionally, the Exchange
believes that prescribing connectivity protocols on either all
Participants or categories of similarly situated Participants ensures
that the Exchange makes these prescriptions in an objective manner.
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\6\ For example, a DPM must satisfy quoting obligations that are
different than those that a Market-Maker must satisfy, and the
Exchange reviews their quoting activity to determine whether they
have satisfied their respective obligations. See Rule 8.17
(obligations of DPMs) and Rule 8.5 (obligations of Market-Makers).
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The Exchange also periodically requires Participants that have been
authorized to access the System to conduct or participate in the
testing of their computer systems to ascertain the compatibility of
these systems with the System. The Exchange believes that it is
critical that Participants work closely with the Exchange in testing
new software releases and other System changes. System testing allows
the Exchange to ensure that Participants' systems are continuously
compatible with the System in the event of System changes and that the
Exchange continues to receive all necessary data from Participants in a
timely manner and efficient format. Additionally, System testing allows
Participants to make any necessary adjustments to their systems in the
event of System changes to ensure that their connections to the System
are functioning properly and that they are able to submit order and
trade information in compliance with all applicable Exchange Rules.
The Exchange proposes to codify these current Exchange practices
and requirements related to System access and connectivity. Proposed
Rule 6.34(c) clarifies in the Rules that only Participants (and their
associated persons) may be authorized to access the System to enter and
execute orders. This proposed provision also provides that the Exchange
will require a Participant to enter into a software user or license
agreement with the Exchange in a form or forms prescribed by the
Exchange in order to obtain authorized access to the System if the
Participant elects to use an API for which the Exchange has determined
that this type of an agreement is necessary. In other words, whether
the Exchange requires a Participant to enter into a user or license
agreement will depend solely on the objective criteria of what type of
API the Participant opts to use.\7\ The proposed rule change also
amends Rule 6.34(a) to clarify that the term API means application
programming interface.
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\7\ For example, the Exchange developed CMi and currently
requires all Participants that opt to connect to the System using
CMi to enter into a software license agreement with the Exchange to
use CMi. The Exchange has determined that Participants that opt to
connect to the System using FIX do not currently have to enter into
any type of software user or license agreement, which is a
universally available application for which the developer does not
require a user agreement.
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Proposed Rule 6.34(d) provides that the Exchange may prescribe
technical specifications pursuant to which all Participants, or
categories of similarly situated Participants (e.g., DPMs, Market-
Makers), may establish an electronic connection to the System (and any
facilities). The Exchange will announce to Participants via Regulatory
Circular any connectivity protocol prescription.
Proposed Rule 6.34(e)(i) provides that each Participant that the
Exchange designates as required to participate in a system test must
conduct or participate in the testing of its computer systems to
ascertain the compatibility of such systems with the System in the
manner and frequency prescribed by the Exchange. The Exchange will
designate Participants as required to participate in a system test
based on: (1) The category of the Participant (e.g. DPM, Market-Maker);
(2) the computer system(s) the Participant uses; and (3) the manner in
which the Participant connects to the System. The Exchange will give
Participants reasonable notice of any mandatory systems test, which
notice will specify the nature of the test and Participants'
obligations in participation in the test.
In connection with this mandatory system testing, proposed Rule
6.34(e)(ii) provides that every Participant required by the Exchange to
conduct or participate in testing of computer systems must provide to
the Exchange any reports relating to the testing as the Exchange may
prescribe. Participants must maintain adequate documentation of tests
required by this Rule and results of this testing for examination by
the Exchange.
Proposed Rule 6.34(e)(iii) states that a Participant that fails to
conduct or participate in mandatory systems tests, fails to file the
required reports, or fails to maintain the required documentation, as
required by proposed Rule 6.34(e)(i) and (ii), may be subject to
summary suspension or other action taken pursuant to Chapter 16
(Summary Suspension) and/or disciplinary action pursuant to Chapter 17
(Discipline) of the Exchange Rules. Disciplinary action may include
fines pursuant to proposed Rule 17.50(g)(19), which provides that
Participants that violate proposed Rule 6.34(e) may be subject to fines
under the Exchange's minor rule violation plan.\8\ As with all other
violations in the Exchange's minor rule violation plan, the Exchange
retains the ability to refer a violation of the system testing
requirements to its Business Conduct Committee should the circumstances
warrant such a referral. The Exchange believes that violations of the
proposed mandatory system testing provision are suitable for its minor
rule violation plan because they are generally technical in nature.
Further, including these violations into the minor rule violation plan
will allow the Exchange to carry out its regulatory responsibilities
more quickly and efficiently.
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\8\ These fines are as follows: $250 for the first offense, $500
for the second offense, $1,000 for the third offense, $2,000 for the
fourth offense, and referral to the Business Conduct Committee for
any subsequent offenses. The fines are based on the number of
offenses in one calendar year.
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Codification of these requirements gives the Exchange the ability
to discipline any Participants that fail to comply with these
requirements. While Participants generally comply with these
requirements, their inclusion in the Rules (and the resulting potential
for discipline for noncompliance) may enhance Participants' overall
compliance with them.
Codification of these requirements is also consistent with the
Rules of other exchanges. Proposed Rule 6.34(c) is substantially
similar to: BATS Exchange, Inc. (``BATS'') Rule 11.3(a); BOX Options
Exchange LLC (``BOX'') Rule 7000(a); EDGA Exchange, Inc. (``EDGA'')
Chapter XI, Rule 11.3(a); EDGX Exchange, Inc. (``EDGX'') Chapter XI,
Rule 11.3(a); International Securities Exchange, LLC (``ISE'') Rule
706(a); NASDAQ Option Market (``NOM'') Chapter V, Section 1(a); NYSE
Arca, Inc. (``NYSE Arca'') Rule 6.2A(a); and NYSE MKT LLC (``NYSE
MKT'') Rule 902.1NY(a). Proposed Rule 6.34(e) is substantially similar
to: BATS Rule 18.13; BOX Rule 3180; ISE Rule 419; and NOM Chapter III,
Section 13. BOX Rule 12140(d)(7) and ISE Rule 1614(d)(8) also allow
those exchanges to fine their members for violations of their
respective mandatory system provisions pursuant to their respective
minor rule violation plans.\9\
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\9\ The proposed fine amounts in proposed Rule 17.50(g)(19) are
the same as the fine amounts in the corresponding BOX and ISE rules.
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Additionally, proposed Rule 6.34(c) is consistent with Rule 15c3-1
[sic] under the Act.\10\
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\10\ See supra note 5.
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2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act and the rules and regulations thereunder applicable to the
Exchange and, in particular, the requirements of Section 6(b) of the
Act.\11\ Specifically, the Exchange believes the proposed rule change
is consistent with the Section 6(b)(5) requirements that the rules of
an exchange be designed to promote just and equitable principles of
trade, to prevent fraudulent and manipulative acts, to foster
cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, to remove impediments to and
to perfect the mechanism for a free and open market and a national
market system, and, in general, to protect investors and the public
interest.\12\ Additionally, the Exchange believes the proposed rule
change is consistent with the Section 6(b)(5) requirement that the
rules of a national securities exchange be designed to not permit
unfair discrimination between customer, issuers, brokers or
dealers.\13\ The Exchange also believes the proposed rule change is
consistent with the Section 6(b)(6) \14\ requirement that the rules of
an exchange provide that its members and persons associated with its
members be appropriately disciplined for violation of the provisions of
the Act, the rules and regulations thereunder, or the rules of the
exchange, by expulsion, suspension, limitation of activities,
functions, and operations, fine, censure, being suspended or barred
from being associated with a member, or any other fitting sanction.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(5).
\13\ Id.
\14\ 15 U.S.C. 78f(b)(6).
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The proposed rule change codifies current Exchange requirements
that enhance C2's market surveillances and System functionality.
Proposed Rule 6.34(c) is consistent with Rule 15c3-5 under the Act, and
the Exchange believes the proposed rule change promotes compliance by
Participants with the market access requirements under that rule. The
Exchange believes that proposed Rule 6.34(d) allows the Exchange to
receive from Participants, or categories of similarly situated
Participants, information in a uniform format, which aids the
Exchange's efforts to monitor and regulate C2's markets and
Participants and helps prevent fraudulent and manipulative practices.
This also helps coordinate the ability of Participants to
electronically trade on the Exchange with the Exchange's ability to
receive the necessary information to regulate those transactions.
Proposed Rule 6.34(e) allows the Exchange to ensure that Participants'
connections to the System function correctly, which promotes efficiency
and enhances compliance by Participants with Exchange Rules.
In addition, codification of these requirements is consistent with
the Act because it gives the Exchange the ability to discipline
Participants that fail to comply with these requirements, which may
enhance overall Participants compliance with these requirements. This
proposed rule change will also promote consistency in the minor rule
violation programs of other exchanges and allow the Exchange to carry
out its regulatory responsibilities more quickly and efficiently by
including violations of the mandatory system testing provision in the
Exchange's minor rule violation plan.
The Exchange believes that the proposed rule change is designed to
not permit unfair discrimination among Participants, as the proposed
rule change provides for the Exchange to impose requirements on
Participants in an objective manner. For example, under proposed Rule
6.34(d), the Exchange may impose connectivity protocol requirements on
all Participants, or similarly situated Participants. Additionally,
under proposed Rule 6.34(c), whether the Exchange requires a
Participant to enter into a software user or license agreement depends
solely on what type of API the Participant opts to use to connect to
the System.
Finally, the proposed rule change will help remove impediments to
and promote a free and open market and a national market system because
it is consistent with rules in place at other exchanges and imposes
substantially similar requirements on Participants as those rules do on
those exchanges' members.
B. Self-Regulatory Organization's Statement on Burden on Competition
C2 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
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
Because the foregoing proposed rule change does not:
A. Significantly affect the protection of investors or the public
interest;
B. impose any significant burden on competition; and
C. become operative for 30 days from the date on which it was
filed, or such shorter time as the Commission may designate, it has
become effective pursuant to Section 19(b)(3)(A) \15\ of the Act and
Rule 19b-4(f)(6) \16\ thereunder.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(6).
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At any time within 60 days of the filing of this 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.
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-C2-2012-036 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-C2-2012-036. 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/
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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\
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\17\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-27360 Filed 11-8-12; 8:45 am]
BILLING CODE 8011-01-P