Self-Regulatory Organizations; The Options Clearing Corporation; Notice of Filing and Immediate Effectiveness of Proposed Rule Changes to Explicitly State That OCC May Reject a Request for Withdrawal of Margin or Make an Intra-Day Margin Call in Situations Where a Clearing Member's Projected Settlement Obligations Could Exceed OCC's Available Liquidity Resources, 71848-71850 [2012-29217]
Download as PDF
71848
Federal Register / Vol. 77, No. 233 / Tuesday, December 4, 2012 / Notices
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate if
consistent with the protection of
investors and the public interest,
provided that the self-regulatory
organization has given the Commission
written notice of its intent to file the
proposed rule change at least five
business days prior to the date of filing
of the proposed rule change or such
shorter time as designated by the
Commission, the proposed rule change
has become effective pursuant to
Section 19(b)(3)(A) of the Act 19 and
Rule 19b–4(f)(6) thereunder.20
At any time within 60 days of the
filing of such 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:
mstockstill on DSK4VPTVN1PROD with
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–NYSEMKT–2012–68 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–NYSEMKT–2012–68. 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 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–
NYSEMKT–2012–68 and should be
submitted on or before December 26,
2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–29216 Filed 12–3–12; 8:45 am]
20 17
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68308; File No. SR–OCC–
2012–21]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Changes to Explicitly
State That OCC May Reject a Request
for Withdrawal of Margin or Make an
Intra-Day Margin Call in Situations
Where a Clearing Member’s Projected
Settlement Obligations Could Exceed
OCC’s Available Liquidity Resources
November 28, 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 November
26, 2012, The Options Clearing
Corporation (‘‘OCC’’) 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 OCC. OCC filed the
proposal pursuant to Section
VerDate Mar<15>2010
17:31 Dec 03, 2012
Jkt 229001
OCC proposes to explicitly state that
OCC may reject a request for withdrawal
of margin or make an intra-day margin
call in situations where a clearing
member’s projected settlement
obligations could exceed OCC’s
available liquidity resources.
II. Self-Regulatory Organization’s
Statement of Purpose of, and Statutory
Basis for, the Proposed Rule Change
In its filing with the Commission,
OCC 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. OCC has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.5
A. Self-Regulatory Organization’s
Statement of Purpose of, and Statutory
Basis for, the Proposed Rule Change
The purpose of the proposed rule
change is to adopt certain
interpretations under existing OCC
Rules 608 and 609 in order to place
clearing members on notice of situations
in which OCC may exercise existing
authority to reject a margin withdrawal
request, or to make an intra-day margin
call, including where a Clearing
Member’s projected settlement
obligations could exceed OCC’s
available liquidity resources. For this
purpose OCC would consider as
liquidity resources only margin assets in
the form of cash. In its sole discretion,
OCC might also consider margin assets
in the form of U.S. Government
securities, which could be quickly
converted to cash, and/or amounts that
OCC would be able to borrow on short
notice under its credit facility or
otherwise.
Rule 609 currently provides that
‘‘[OCC] may require the deposit of such
additional margin by any Clearing
Member in any account at any time
during any business day, as such officer
3 15
C.F.R. 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
I. Self-Regulatory Organization’s
Statement of Terms of Substance of the
Proposed Rule Change
BILLING CODE 8011–01–P
21 17
19 15
19(b)(3)(A)(i) of the Act,3 and Rule 19b–
4(f)(1) 4 thereunder so that the proposal
was effective upon filing with the
Commission. The Commission is
publishing this Notice to solicit
comments on the proposed rule change
from interested persons.
PO 00000
Frm 00077
Fmt 4703
Sfmt 4703
U.S.C. 78s(b)(3)(A)(i).
CFR 240.19b–4(f)(1).
5 The Commission has modified the text of the
summaries prepared by OCC.
4 17
E:\FR\FM\04DEN1.SGM
04DEN1
mstockstill on DSK4VPTVN1PROD with
Federal Register / Vol. 77, No. 233 / Tuesday, December 4, 2012 / Notices
deems advisable to * * * protect [OCC],
other Clearing Members or the general
public.’’ Rule 609 further provides that
such intra-day margin calls must be
satisfied in immediately available funds
within one hour (or other prescribed
time frame) after the issuance of the call.
Ordinarily, clearing members are
permitted to substitute other acceptable
forms of margin assets to replace cash
collected via an intra-day margin call. If
a sufficient amount of such assets has
been deposited to meet the clearing
member’s then current margin
requirement, the clearing member may
make a request to withdraw any excess
margin pursuant to Rule 608. The return
of specific excess margin assets,
including cash, also may be requested,
subject to the Rule’s limitation that no
clearing member may withdraw margin
in any form or currency in excess of the
amount of margin of that form or
currency deposited in the clearing
member’s account from which the
withdrawal is to be made. However,
Rule 608 also provides that ‘‘[OCC] may,
if it deems advisable for any of the
reasons described in Rule 609, reject
any such withdrawal request.’’
Accordingly, in the event OCC
determines that such actions are
necessary for the protection of OCC,
other clearing members, or the general
public, OCC may require a clearing
member to deposit additional margin in
the form of cash through an intra-day
margin call and preclude the
withdrawal of some or all of such assets
from OCC’s system.
OCC wishes to put Clearing Members
on notice of certain specific
circumstances in which OCC may take
such actions under Rule 608 and 609 by
adopting a similar interpretation under
each Rule. Specifically, OCC wishes to
state expressly that it may refuse a
margin withdrawal request or request
additional intra-day margin where a
Clearing Member’s future settlement
obligations could result in a need for
liquidity in excess of available liquidity
resources. Such action might be taken
even though OCC has made no adverse
determination as to the financial
condition of the Clearing Member, the
market risk of the Clearing Member’s
positions, or the adequacy of the
Clearing Member’s total overall margin
deposited in the accounts in question.
A circumstance in which OCC might
desire to reject a margin withdrawal
request or make an intra-day margin call
to ensure that it had sufficient liquidity
in connection with a pending settlement
obligation involves the ‘‘unwinding’’ of
a ‘‘box spread’’ position. A box spread
position involves a combination of two
long and two short options on the same
VerDate Mar<15>2010
17:31 Dec 03, 2012
Jkt 229001
underlying interest with the same
expiration date that results in an
amount to be paid or received upon
settlement that is fixed regardless of
fluctuations in the price of the
underlying interest. Box spreads can be
used as financing transactions, and they
may require very large fixed payments
upon expiration. In this situation, if
much of the margin deposited by the
relevant Clearing Member is in the form
of common stock and if the Clearing
Member failed to make the settlement
payment, the available liquidity
resources might be insufficient to cover
the settlement obligation. In
anticipation of this settlement, OCC
might therefore require the Clearing
Member to deposit intra-day margin in
the form of cash, or reject a requested
withdrawal of cash or U.S. Government
securities, so that liquidity resources
would be sufficient to cover the Clearing
Member’s settlement obligations. Under
the proposed interpretations, OCC
would always include margin assets of
the relevant Clearing Member in the
form of cash in determining available
liquidity resources and could, in its
discretion, consider the amount of
margin assets in the form of highly
liquid U.S. Government securities and/
or the amount that OCC would be able
to borrow on short notice. The proposed
interpretations make it clear that OCC
might exercise its authority under these
Rules to address liquidity needs.
OCC believes the proposed rule
change is consistent with Section 17A of
the Act because it is designed to
promote the prompt and accurate
clearance and settlement of securities
transactions,6 including the
safeguarding of securities and funds
related thereto, and to protect investors
and persons facilitating transactions by
and acting on behalf of investors. It does
so by interpreting OCC’s existing
authority to require deposits of
additional margin or to reject requests to
withdraw margin, minimize OCC’s
liquidity risk, and preserve its liquidity
resources. The proposed rule change is
not inconsistent with the existing rules
of OCC, including any other rules
proposed to be amended.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
OCC does not believe that the
proposed rule change would impose a
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
Written comments were not and are
not intended to be solicited with respect
to the proposed rule change and none
have been received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) 7 of the Act and Rule 19b–
4(f)(1) 8 thereunder because it
constitutes a stated policy, practice, or
interpretation with respect to the
meaning, administration, or
enforcement of an existing rule. 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.9
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
No. SR–OCC–2012–21 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–OCC–2012–21. 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
7 15
U.S.C. 78s(b)(3)(A)(i).
CFR 240.19b–4(f)(1).
9 15 U.S.C. 78s(b)(3)(C).
8 17
6 15
PO 00000
U.S.C. 78q–1(b)(3)(F).
Frm 00078
Fmt 4703
Sfmt 4703
71849
E:\FR\FM\04DEN1.SGM
04DEN1
71850
Federal Register / Vol. 77, No. 233 / Tuesday, December 4, 2012 / Notices
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 Credit and on ICE
Clear Credit’s Web site at https://www.
theocc.com/components/docs/legal/
rules_and_bylaws/sr_occ_12_21.pdf.
All comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–OCC–2012–21 and should
be submitted on or before December 26,
2012.
proposed rule change from interested
persons.
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, Proposed Rule
Change
[FR Doc. 2012–29217 Filed 12–3–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Make Available a New
Market Data Offering
mstockstill on DSK4VPTVN1PROD with
November 28, 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
15, 2012, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I and II below, which items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Mar<15>2010
17:31 Dec 03, 2012
Jkt 229001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to make
available, through its member MEB
Options LLC (‘‘MEB’’), a new market
data offering referred to as ‘‘Spread
Crawler.’’ The text of the proposed rule
change is available on the Exchange’s
Web site www.ise.com, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
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 proposes to make
available, through MEB, a new market
data offering referred to as ‘‘Spread
Crawler,’’ which will serialize spread
book data produced by certain U.S.
options exchanges and provide
electronic alerts based on end-user
defined filters (the ‘‘Service’’). Spread
Crawler, which was developed by MEB,
listens to a streaming data feed from all
of the U.S. options exchanges that
broadcast open complex option orders
(i.e. ISE, CBOE, C2, AMEX, ARCA, and
PHLX) together with their instrument
definition (i.e. option legs) over various
multi-cast channels in a FIX format.
Spread Crawler then serializes this
enormous amount of data and turns
each record back into a formal structure
so it contains details of both sides of the
order (i.e. bid and/or offer), as well as
the instrument definition. In addition to
actual order detail, this structure would
contain the current option and
underlying stock National Best Bid or
Offer (‘‘NBBO’’), together with a
calculated theoretical value based on
the midpoint of the NBBO (‘‘Order
Object’’). The Order Object is then run
through MEB’s filtering technology
PO 00000
Frm 00079
Fmt 4703
Sfmt 4703
which applies filtering rules to each
record based on a registered end-user
input (i.e. custom-set parameters for
particular symbols or industry sectors,
minimum/maximum sizes, edge and
specific expirations, etc.) to determine
which registered end-user(s), if any,
would be interested in seeing this order.
These filtering rules are contained in a
relational database and are maintained
by the registered end-user through the
Spread Crawler Web site where they can
add or update individual parameters in
real-time. From the matching list of
registered end-users, Spread Crawler
then creates and transmits individual
alerts that outline details of the order in
an electronic format selected by the
registered end-user (i.e. email, instant
messaging, etc.).
The Exchange has entered into an
agreement with MEB to offer Spread
Crawler to both ISE members and nonISE members on a subscription basis.
Under the Agreement, MEB will operate
and maintain the Service and the
Exchange will provide certain
marketing, first line technical support,
accounting and contract administration
services for Spread Crawler. In exchange
for the provision of such services, the
Exchange will receive a percentage of
the total monthly subscription fees
received by MEB from parties who have
subscribed to the Service.
While Spread Crawler will be
provided exclusively through the
Exchange to both ISE members and nonISE members, the Exchange represents
that it would enter into a similar
arrangement for a similar market data
offering with any third party, including
another ISE member, on the same terms
and conditions as the arrangement with
MEB, should any such third party
request to do so. Furthermore, because
MEB does not rely solely on the ISE
complex option orders data feed to
provide the Service and instead utilizes
a general aggregation of data from all of
the U.S. options exchanges that
broadcast open complex option orders,
any third party (regardless of whether it
is an ISE-member or non-ISE member)
may develop and/or establish a similar
market data offering, with or without
ISE’s participation, and increase the
competitive landscape for such market
data offerings. In addition, the Exchange
confirms that: (i) MEB has not (and will
not) receive any preferential treatment
as a result of being a ISE member which
acts as a service provider to other ISE
members and non-ISE members
pursuant to this arrangement; (ii) MEB
will not have any special, different, or
preferential access to the Exchange’s
data as a result of this arrangement; and
(iii) ISE, in the context of being one of
E:\FR\FM\04DEN1.SGM
04DEN1
Agencies
[Federal Register Volume 77, Number 233 (Tuesday, December 4, 2012)]
[Notices]
[Pages 71848-71850]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-29217]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68308; File No. SR-OCC-2012-21]
Self-Regulatory Organizations; The Options Clearing Corporation;
Notice of Filing and Immediate Effectiveness of Proposed Rule Changes
to Explicitly State That OCC May Reject a Request for Withdrawal of
Margin or Make an Intra-Day Margin Call in Situations Where a Clearing
Member's Projected Settlement Obligations Could Exceed OCC's Available
Liquidity Resources
November 28, 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 November 26, 2012, The Options Clearing Corporation (``OCC'') 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 OCC. OCC filed the proposal
pursuant to Section 19(b)(3)(A)(i) of the Act,\3\ and Rule 19b-4(f)(1)
\4\ thereunder so that the proposal was effective upon filing with the
Commission. 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.
\3\ 15 U.S.C. 78s(b)(3)(A)(i).
\4\ 17 CFR 240.19b-4(f)(1).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of Terms of Substance of
the Proposed Rule Change
OCC proposes to explicitly state that OCC may reject a request for
withdrawal of margin or make an intra-day margin call in situations
where a clearing member's projected settlement obligations could exceed
OCC's available liquidity resources.
II. Self-Regulatory Organization's Statement of Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, OCC 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. OCC has prepared summaries, set forth in sections A, B,
and C below, of the most significant aspects of such statements.\5\
---------------------------------------------------------------------------
\5\ The Commission has modified the text of the summaries
prepared by OCC.
---------------------------------------------------------------------------
A. Self-Regulatory Organization's Statement of Purpose of, and
Statutory Basis for, the Proposed Rule Change
The purpose of the proposed rule change is to adopt certain
interpretations under existing OCC Rules 608 and 609 in order to place
clearing members on notice of situations in which OCC may exercise
existing authority to reject a margin withdrawal request, or to make an
intra-day margin call, including where a Clearing Member's projected
settlement obligations could exceed OCC's available liquidity
resources. For this purpose OCC would consider as liquidity resources
only margin assets in the form of cash. In its sole discretion, OCC
might also consider margin assets in the form of U.S. Government
securities, which could be quickly converted to cash, and/or amounts
that OCC would be able to borrow on short notice under its credit
facility or otherwise.
Rule 609 currently provides that ``[OCC] may require the deposit of
such additional margin by any Clearing Member in any account at any
time during any business day, as such officer
[[Page 71849]]
deems advisable to * * * protect [OCC], other Clearing Members or the
general public.'' Rule 609 further provides that such intra-day margin
calls must be satisfied in immediately available funds within one hour
(or other prescribed time frame) after the issuance of the call.
Ordinarily, clearing members are permitted to substitute other
acceptable forms of margin assets to replace cash collected via an
intra-day margin call. If a sufficient amount of such assets has been
deposited to meet the clearing member's then current margin
requirement, the clearing member may make a request to withdraw any
excess margin pursuant to Rule 608. The return of specific excess
margin assets, including cash, also may be requested, subject to the
Rule's limitation that no clearing member may withdraw margin in any
form or currency in excess of the amount of margin of that form or
currency deposited in the clearing member's account from which the
withdrawal is to be made. However, Rule 608 also provides that ``[OCC]
may, if it deems advisable for any of the reasons described in Rule
609, reject any such withdrawal request.'' Accordingly, in the event
OCC determines that such actions are necessary for the protection of
OCC, other clearing members, or the general public, OCC may require a
clearing member to deposit additional margin in the form of cash
through an intra-day margin call and preclude the withdrawal of some or
all of such assets from OCC's system.
OCC wishes to put Clearing Members on notice of certain specific
circumstances in which OCC may take such actions under Rule 608 and 609
by adopting a similar interpretation under each Rule. Specifically, OCC
wishes to state expressly that it may refuse a margin withdrawal
request or request additional intra-day margin where a Clearing
Member's future settlement obligations could result in a need for
liquidity in excess of available liquidity resources. Such action might
be taken even though OCC has made no adverse determination as to the
financial condition of the Clearing Member, the market risk of the
Clearing Member's positions, or the adequacy of the Clearing Member's
total overall margin deposited in the accounts in question.
A circumstance in which OCC might desire to reject a margin
withdrawal request or make an intra-day margin call to ensure that it
had sufficient liquidity in connection with a pending settlement
obligation involves the ``unwinding'' of a ``box spread'' position. A
box spread position involves a combination of two long and two short
options on the same underlying interest with the same expiration date
that results in an amount to be paid or received upon settlement that
is fixed regardless of fluctuations in the price of the underlying
interest. Box spreads can be used as financing transactions, and they
may require very large fixed payments upon expiration. In this
situation, if much of the margin deposited by the relevant Clearing
Member is in the form of common stock and if the Clearing Member failed
to make the settlement payment, the available liquidity resources might
be insufficient to cover the settlement obligation. In anticipation of
this settlement, OCC might therefore require the Clearing Member to
deposit intra-day margin in the form of cash, or reject a requested
withdrawal of cash or U.S. Government securities, so that liquidity
resources would be sufficient to cover the Clearing Member's settlement
obligations. Under the proposed interpretations, OCC would always
include margin assets of the relevant Clearing Member in the form of
cash in determining available liquidity resources and could, in its
discretion, consider the amount of margin assets in the form of highly
liquid U.S. Government securities and/or the amount that OCC would be
able to borrow on short notice. The proposed interpretations make it
clear that OCC might exercise its authority under these Rules to
address liquidity needs.
OCC believes the proposed rule change is consistent with Section
17A of the Act because it is designed to promote the prompt and
accurate clearance and settlement of securities transactions,\6\
including the safeguarding of securities and funds related thereto, and
to protect investors and persons facilitating transactions by and
acting on behalf of investors. It does so by interpreting OCC's
existing authority to require deposits of additional margin or to
reject requests to withdraw margin, minimize OCC's liquidity risk, and
preserve its liquidity resources. The proposed rule change is not
inconsistent with the existing rules of OCC, including any other rules
proposed to be amended.
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\6\ 15 U.S.C. 78q-1(b)(3)(F).
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B. Self-Regulatory Organization's Statement on Burden on Competition
OCC does not believe that the proposed rule change would impose a
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
Written comments were not and are not intended to be solicited with
respect to the proposed rule change and none have been received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) \7\ of the Act and Rule 19b-4(f)(1) \8\ thereunder
because it constitutes a stated policy, practice, or interpretation
with respect to the meaning, administration, or enforcement of an
existing rule. 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.\9\
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\7\ 15 U.S.C. 78s(b)(3)(A)(i).
\8\ 17 CFR 240.19b-4(f)(1).
\9\ 15 U.S.C. 78s(b)(3)(C).
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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 No. SR-OCC-2012-21 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-OCC-2012-21. 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
[[Page 71850]]
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 Credit and on ICE Clear Credit's Web site
at https://www.theocc.com/components/docs/legal/rules_and_bylaws/sr_occ_12_21.pdf.
All comments received will be posted without change; the Commission
does not edit personal identifying information from submissions. You
should submit only information that you wish to make available
publicly. All submissions should refer to File Number SR-OCC-2012-21
and should be submitted on or before December 26, 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. 2012-29217 Filed 12-3-12; 8:45 am]
BILLING CODE 8011-01-P