Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend the Fees Schedule, 69903-69905 [2012-28261]
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Federal Register / Vol. 77, No. 225 / Wednesday, November 21, 2012 / Notices
Number SR–NYSEARCA–2012–125 on
the subject line.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
[Release No. 34–68241; File No. SR–CBOE–
2012–107]
• 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–NYSE–2012–125. 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–NYSE–
2012–125, and should be submitted on
or before December 12, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–28259 Filed 11–20–12; 8:45 am]
November 15, 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 November
2, 2012, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Fees Schedule. The text of the proposed
rule change is available on the
Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission.
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 the
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
srobinson on DSK4SPTVN1PROD with
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend the Fees
Schedule
1. Purpose
On April 5, 2007, CBOE established
an Order Router Subsidy Program
(‘‘ORS Program’’ or ‘‘Program’’) in
1 15
12 17
CFR 200.30–3(a)(12).
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16:56 Nov 20, 2012
2 17
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PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b-4.
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69903
which CBOE may enter into subsidy
arrangements with CBOE Trading
Permit Holders (each, a ‘‘Participating
TPH’’) that provide certain order routing
functionalities to other CBOE TPHs and/
or use such functionalities themselves.3
The Exchange later extended this
program to enable CBOE to establish
such subsidy arrangements with brokerdealers that are not CBOE TPHs (each a
‘‘Participating Non-CBOE TPH’’) and to
permit Participating TPHs and NonCBOE TPH’s [sic] to receive subsidy
payments for providing order routing
functionality to broker-dealers who are
not CBOE TPHs.4 (The term
‘‘Participant’’ as used in this filing refers
to either a Participating TPH or a
Participating Non-CBOE TPH). To
qualify for the subsidy arrangement, a
Participant’s order routing functionality
has to: (i) Enable the electronic routing
of orders to all of the U.S. options
exchanges, including CBOE; (ii) provide
current consolidated market data from
the U.S. options exchanges; and (iii) be
capable of interfacing with CBOE’s API
to access current CBOE trade engine
functionality. The routing system also
needs to cause CBOE to be the default
destination exchange for individually
executed marketable orders if CBOE is
at the national best bid or offer
(‘‘NBBO’’), regardless of size or time, but
allow any user to manually override
CBOE as the default destination on an
order-by-order basis. The order routing
functionality is required to incorporate
a function allowing orders at a specified
price to be sent to multiple exchanges
with a single click (a ‘‘sweep function’’)
and the sweep function would need to
be configured to cause an order to be
sent to CBOE for up to the full size
quoted by CBOE if CBOE is at the
NBBO. Any CBOE TPH or broker-dealer
that is not a CBOE TPH is permitted to
avail itself of this arrangement, provided
that its order routing functionality
incorporates the features described
above and satisfies CBOE that it appears
to be robust and reliable. The
Participant is solely responsible for
implementing and operating its system.
Participants will receive a payment
from CBOE for every executed contract
for orders routed to CBOE through that
participating CBOE TPH or Non-CBOE
TPH’s system to subsidize their costs
3 See Securities Exchange Act Release No. 55629
(April 13, 2007) 72 FR 19992
(April 20, 2007) (SR–CBOE–2007–34).
Additionally, the description of the current program
was clarified in SR–CBOE–2008–27. See Securities
Exchange Act Release No. 57498 (March 14, 2008),
73 FR 15018 (March 20, 2008) (SR–CBOE–2008–27).
4 See Securities Exchange Act Release No. 63631
(January 3, 2011) 76 FR 1203 (January 7, 2011) (SR–
CBOE–2010–117).
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Federal Register / Vol. 77, No. 225 / Wednesday, November 21, 2012 / Notices
srobinson on DSK4SPTVN1PROD with
associated with providing order routing
functionalities. The payment is $.04 per
executed contract for orders routed to
CBOE through a Participant’s system.5
CBOE does not make payments under
this Program with respect to executed
contracts in single-listed options classes
traded on CBOE, or with respect to
complex orders or spread orders. The
Participants have to agree that they are
not entitled to receive any other revenue
for the use of its system, specifically
with respect to orders routed to CBOE.6
Participants are not precluded, however,
from receiving payment for order flow if
they choose to do so.
Under the program, a Participant may
also elect to have CBOE perform certain
additional marketing services on its
behalf. These services consist of
including the Participant’s functionality
in the general marketing activities of
CBOE’s marketing staff. CBOE permits a
Participant electing to have CBOE
perform these services to place CBOE’s
‘‘HyTS’’ trademark on its order routing
functionality in a manner satisfactory to
CBOE. If a Participant elects to have
CBOE perform these services, the
amount that CBOE pays the Participant
for orders routed to CBOE through the
Participant’s system is reduced from
$0.04 per executed contract to $0.03 per
executed contract.7 The minimum term
of these services is one year, after which
a Participant can terminate the
marketing services effective at the end
of a calendar month.
A Participant can also elect to have
CBOE perform the service of billing
other CBOE TPHs with respect to the
use of the Participant’s router. A
Participant that elects to have CBOE
perform this service pays CBOE a
service fee of one percent of the fees
collected by CBOE for that TPH. A
Participant can terminate this service at
the end of any calendar month.
Nothing about the subsidy
arrangement relieves any CBOE TPH or
non-CBOE TPH broker-dealer that is
using an order routing functionality
whose provider is participating in the
Program from complying with its best
execution obligations. Specifically, just
as with any customer order and any
5 See Securities Exchange Act Release No. 62432
(July 1, 2010), 75 FR 39602 (July 9, 2010) (SR–
CBOE–2010–66).
6 This requirement would not prevent the
participating member from charging fees (for
example, a monthly fee) for the general use of its
order routing system. Nor would it prevent the
participating member from charging fees or
commissions in accordance with its general
practices with respect to transactions effected
through its system.
7 See Securities Exchange Act Release No. 62432
(July 1, 2010), 75 FR 39602 (July 9, 2010 (SR–
CBOE–2010–66).
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other routing functionality, both a CBOE
TPH and a non-CBOE TPH have an
obligation to consider the availability of
price improvement at various markets
and whether routing a customer order
through a functionality that incorporates
the features described above would
allow for access to such opportunities if
readily available. Moreover, any user,
whether or not a CBOE TPH, needs to
conduct best execution evaluations on a
regular basis, at a minimum quarterly,
that include its use of any router
incorporating the features described
above.
The Exchange, at the time the
Program was established, did not
include the ORS Program in the Fees
Schedule. The Exchange now proposes
to codify the ORS Program in the Fees
Schedule. No substantive changes to the
ORS Program are being made by this
proposal.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act,
in general. 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 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.
Codifying in the Fees Schedule the ORS
Program, in which CBOE may enter into
subsidy arrangements with CBOE TPHs
and Non-CBOE TPHs that provide
certain order routing functionalities to
other CBOE TPHs or Non- CBOE TPH
broker dealers and/or use such
functionalities themselves provides
additional transparency and allows
market participants to easily discern the
subsidies and/or fees that result from
such arrangements. This will eliminate
any potential confusion, thereby
removing a potential impediment to and
perfecting the mechanism for a free and
open market and a national market
system, and, in general, protecting
investors and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
PO 00000
Frm 00116
Fmt 4703
Sfmt 4703
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A) 8 of the Act and paragraph (f)
of Rule 19b–4 9 thereunder. At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
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–CBOE–2012–107 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–CBOE–2012–107. 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
8 15
9 17
E:\FR\FM\21NON1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
21NON1
Federal Register / Vol. 77, No. 225 / Wednesday, November 21, 2012 / Notices
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 20549–1090, 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 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–
2012–107, and should be submitted on
or before December 12, 2012.
proposed rule change is available on the
Exchange’s Web site (https://
www.ise.com), at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2012–28261 Filed 11–20–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68240; File No. SR–ISE–
2012–88]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Amend the Schedule of
Fees
November 15, 2012.
srobinson on DSK4SPTVN1PROD with
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 November
6, 2012, the International Securities
Exchange, LLC (the ‘‘ISE’’ or the
‘‘Exchange’’) 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
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The ISE is proposing to amend its
Schedule of Fees. The text of the
10 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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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
1. Purpose
The Exchange currently assesses per
contract transaction fees and provides
rebates to market participants that add
or remove liquidity from the Exchange
(‘‘maker/taker fees and rebates’’) in 93
options classes (the ‘‘Select Symbols’’).3
The Exchange’s maker/taker fees and
rebates are applicable to regular and
complex orders executed in the Select
Symbols. The Exchange also currently
assesses maker/taker fees and rebates for
complex orders in symbols that are in
the Penny Pilot program but are not a
Select Symbol (‘‘Non-Select Penny Pilot
Symbols’’) 4 and in all symbols that are
not in the Penny Pilot Program (‘‘NonPenny Pilot Symbols’’).5 The Exchange
also currently assesses maker/taker fees
and rebates for certain regular orders in
62 option classes (‘‘Special Non-Select
Penny Pilot Symbols’’).6
3 Options classes subject to maker/taker fees and
rebates are identified by their ticker symbol on the
Exchange’s Schedule of Fees.
4 See Exchange Act Release Nos. 65724
(November 10, 2011), 76 FR 71413 (November 17,
2011) (SR–ISE–2011–72); 66597 (March 14, 2012),
77 FR 16295 (March 20, 2012) (SR–ISE–2012–17);
66961 (May 10, 2012), 77 FR 28914 (May 16, 2012)
(SR–ISE–2012–38); and 67628 (August 9, 2012), 77
FR 49049 (August 15, 2012) (SR–ISE–2012–71).
5 See Exchange Act Release Nos. 66084 (January
3, 2012), 77 FR 1103 (January 9, 2012) (SR–ISE–
2011–84); 66392 (February 14, 2012), 77 FR 10016
(February 21, 2012) (SR–ISE–2012–06); 66962 (May
10, 2012), 77 FR 28917 (May 16, 2012) (SR–ISE–
2012–35); 67400 (July 11, 2012), 77 FR 42036 (July
17, 2012) (SR–ISE- 2012–63) and 67628 (August 9,
2012), 77 FR 49049 (August 15, 2012) (SR–ISE–
2012–71).
6 The Special Non-Select Penny Pilot Symbols are
identified by their ticker symbol on the Exchange’s
Schedule of Fees. See Exchange Act Release Nos.
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69905
The Exchange currently applies maker
and taker fees and rebates to regular
orders in the Special Non-Select Penny
Pilot Symbols. Specifically, the
Exchange applies the following maker
fees and rebates for orders that trade
against Priority and Non-Priority
Customer orders:
• For Market Maker,7 Firm
Proprietary/Broker-Dealer and
Professional Customer 8 orders, a maker
fee of $0.35 per contract;
• For Non-ISE Market Maker 9 orders,
a maker fee of $0.40 per contract;
• For Priority Customer 10 orders, a
maker rebate of $0.25 per contract.
Additionally, the Exchange applies
the following taker fees and rebates for
orders that trade against Non-Priority
Customer orders:
• For Market Maker orders, a taker fee
of $0.20 per contract;
• For Non-ISE Market Maker orders, a
taker fee of $0.35 per contract;
• For Firm Proprietary/Broker-Dealer
and Professional Customer orders, a
taker fee of $0.25 per contract;
• For Priority Customer orders, a
taker rebate of $0.32 per contract.
The Exchange also currently applies
the following taker fees for orders that
trade against Priority Customer orders:
• For Market Maker orders, a taker fee
of $0.32 per contract;
• For Non-ISE Market Maker orders, a
taker fee of $0.40 per contract;
• For Firm Proprietary/Broker-Dealer
and Professional Customer orders, a
taker fee of $0.35 per contract;
• For Priority Customer orders, a
taker fee of $0.00 per contract.
Additionally, the Exchange provides
Market Makers with a two-cent discount
when trading against Priority Customer
orders that are preferenced to them.
This discount is applicable when
Market Makers add or remove liquidity
in the Special Non- Select Penny Pilot
Symbols. The Exchange also currently
charges a fee of $0.20 per contract to all
market participants [sic] for Crossing
Orders in the Special Non-Select Penny
67201 (June 14, 2012), 77 FR 37082 (June 20, 2012)
(SR–ISE–2012–49) and 67627 (August 9, 2012), 77
FR 49046 (August 15, 2012) (SR–ISE–2012–70).
7 The term ‘‘Market Makers’’ refers to
‘‘Competitive Market Makers’’ and ‘‘Primary Market
Makers’’ collectively. See ISE Rule 100(a)(25).
8 A Professional Customer is a person who is not
a broker/dealer and is not a Priority Customer.
9 A Non-ISE Market Maker, or Far Away Market
Maker (‘‘FARMM’’), is a market maker as defined
in Section 3(a)(38) of the Securities Exchange Act
of 1934 registered in the same options class on
another options exchange.
10 A Priority Customer is defined in ISE Rule
100(a)(37A) as a person or entity that is not a
broker/dealer in securities, and does not place more
than 390 orders in listed options per day on average
during a calendar month for its own beneficial
account(s).
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Agencies
[Federal Register Volume 77, Number 225 (Wednesday, November 21, 2012)]
[Notices]
[Pages 69903-69905]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-28261]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68241; File No. SR-CBOE-2012-107]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend the Fees Schedule
November 15, 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 November 2, 2012, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its Fees Schedule. The text of the
proposed rule change is available on the Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's
Office of the Secretary, and at the Commission.
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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
On April 5, 2007, CBOE established an Order Router Subsidy Program
(``ORS Program'' or ``Program'') in which CBOE may enter into subsidy
arrangements with CBOE Trading Permit Holders (each, a ``Participating
TPH'') that provide certain order routing functionalities to other CBOE
TPHs and/or use such functionalities themselves.\3\ The Exchange later
extended this program to enable CBOE to establish such subsidy
arrangements with broker-dealers that are not CBOE TPHs (each a
``Participating Non-CBOE TPH'') and to permit Participating TPHs and
Non-CBOE TPH's [sic] to receive subsidy payments for providing order
routing functionality to broker-dealers who are not CBOE TPHs.\4\ (The
term ``Participant'' as used in this filing refers to either a
Participating TPH or a Participating Non-CBOE TPH). To qualify for the
subsidy arrangement, a Participant's order routing functionality has
to: (i) Enable the electronic routing of orders to all of the U.S.
options exchanges, including CBOE; (ii) provide current consolidated
market data from the U.S. options exchanges; and (iii) be capable of
interfacing with CBOE's API to access current CBOE trade engine
functionality. The routing system also needs to cause CBOE to be the
default destination exchange for individually executed marketable
orders if CBOE is at the national best bid or offer (``NBBO''),
regardless of size or time, but allow any user to manually override
CBOE as the default destination on an order-by-order basis. The order
routing functionality is required to incorporate a function allowing
orders at a specified price to be sent to multiple exchanges with a
single click (a ``sweep function'') and the sweep function would need
to be configured to cause an order to be sent to CBOE for up to the
full size quoted by CBOE if CBOE is at the NBBO. Any CBOE TPH or
broker-dealer that is not a CBOE TPH is permitted to avail itself of
this arrangement, provided that its order routing functionality
incorporates the features described above and satisfies CBOE that it
appears to be robust and reliable. The Participant is solely
responsible for implementing and operating its system.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 55629 (April 13,
2007) 72 FR 19992
(April 20, 2007) (SR-CBOE-2007-34). Additionally, the
description of the current program was clarified in SR-CBOE-2008-27.
See Securities Exchange Act Release No. 57498 (March 14, 2008), 73
FR 15018 (March 20, 2008) (SR-CBOE-2008-27).
\4\ See Securities Exchange Act Release No. 63631 (January 3,
2011) 76 FR 1203 (January 7, 2011) (SR-CBOE-2010-117).
---------------------------------------------------------------------------
Participants will receive a payment from CBOE for every executed
contract for orders routed to CBOE through that participating CBOE TPH
or Non-CBOE TPH's system to subsidize their costs
[[Page 69904]]
associated with providing order routing functionalities. The payment is
$.04 per executed contract for orders routed to CBOE through a
Participant's system.\5\ CBOE does not make payments under this Program
with respect to executed contracts in single-listed options classes
traded on CBOE, or with respect to complex orders or spread orders. The
Participants have to agree that they are not entitled to receive any
other revenue for the use of its system, specifically with respect to
orders routed to CBOE.\6\ Participants are not precluded, however, from
receiving payment for order flow if they choose to do so.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 62432 (July 1,
2010), 75 FR 39602 (July 9, 2010) (SR-CBOE-2010-66).
\6\ This requirement would not prevent the participating member
from charging fees (for example, a monthly fee) for the general use
of its order routing system. Nor would it prevent the participating
member from charging fees or commissions in accordance with its
general practices with respect to transactions effected through its
system.
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Under the program, a Participant may also elect to have CBOE
perform certain additional marketing services on its behalf. These
services consist of including the Participant's functionality in the
general marketing activities of CBOE's marketing staff. CBOE permits a
Participant electing to have CBOE perform these services to place
CBOE's ``HyTS'' trademark on its order routing functionality in a
manner satisfactory to CBOE. If a Participant elects to have CBOE
perform these services, the amount that CBOE pays the Participant for
orders routed to CBOE through the Participant's system is reduced from
$0.04 per executed contract to $0.03 per executed contract.\7\ The
minimum term of these services is one year, after which a Participant
can terminate the marketing services effective at the end of a calendar
month.
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\7\ See Securities Exchange Act Release No. 62432 (July 1,
2010), 75 FR 39602 (July 9, 2010 (SR-CBOE-2010-66).
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A Participant can also elect to have CBOE perform the service of
billing other CBOE TPHs with respect to the use of the Participant's
router. A Participant that elects to have CBOE perform this service
pays CBOE a service fee of one percent of the fees collected by CBOE
for that TPH. A Participant can terminate this service at the end of
any calendar month.
Nothing about the subsidy arrangement relieves any CBOE TPH or non-
CBOE TPH broker-dealer that is using an order routing functionality
whose provider is participating in the Program from complying with its
best execution obligations. Specifically, just as with any customer
order and any other routing functionality, both a CBOE TPH and a non-
CBOE TPH have an obligation to consider the availability of price
improvement at various markets and whether routing a customer order
through a functionality that incorporates the features described above
would allow for access to such opportunities if readily available.
Moreover, any user, whether or not a CBOE TPH, needs to conduct best
execution evaluations on a regular basis, at a minimum quarterly, that
include its use of any router incorporating the features described
above.
The Exchange, at the time the Program was established, did not
include the ORS Program in the Fees Schedule. The Exchange now proposes
to codify the ORS Program in the Fees Schedule. No substantive changes
to the ORS Program are being made by this proposal.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act, in general. 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
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. Codifying in the Fees Schedule the
ORS Program, in which CBOE may enter into subsidy arrangements with
CBOE TPHs and Non-CBOE TPHs that provide certain order routing
functionalities to other CBOE TPHs or Non- CBOE TPH broker dealers and/
or use such functionalities themselves provides additional transparency
and allows market participants to easily discern the subsidies and/or
fees that result from such arrangements. This will eliminate any
potential confusion, thereby removing a potential impediment to and
perfecting the mechanism for a free and open market and a national
market system, and, in general, protecting investors and the public
interest.
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) \8\ of the Act and paragraph (f) of Rule 19b-4 \9\
thereunder. At any time within 60 days of the filing of the proposed
rule change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 17 CFR 240.19b-4(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-CBOE-2012-107 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-CBOE-2012-107. 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
[[Page 69905]]
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 20549-1090, 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 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-2012-107, and should be submitted
on or before December 12, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-28261 Filed 11-20-12; 8:45 am]
BILLING CODE 8011-01-P