Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Proposing To Amend the NYSE Amex Options Fee Schedule for Professional Customers and Broker-Dealers To Modify Existing Volume-Based Tiers and the Associated Rate per Contract for Certain Electronic Executions, 74710-74712 [2012-30324]
Download as PDF
74710
Federal Register / Vol. 77, No. 242 / Monday, December 17, 2012 / Notices
imposes a duty of due diligence on its
ETP Holders to learn the essential facts
relating to every customer prior to
trading the Shares; (c) the risks involved
in trading the Shares during the
Opening and Late Trading Sessions
when an updated Portfolio Indicative
Value will not be calculated or publicly
disseminated; (d) how information
regarding the Portfolio Indicative Value
is disseminated; (e) the requirement that
ETP Holders deliver a prospectus to
investors purchasing newly issued
Shares prior to or concurrently with the
confirmation of a transaction; and (f)
trading information.
(5) For initial and/or continued
listing, the Fund must be in compliance
with Rule 10A–3 under the Act,21 as
provided by NYSE Arca Equities Rule
5.3.
(6) All Underlying ETPs and
securities in which the Fund may invest
will be listed on securities exchanges,
all of which are members of ISG or have
entered into a comprehensive
surveillance sharing agreement with the
Exchange, provided that the Fund may
invest up to 10% of total assets in ADRs
that are not listed on any national
securities exchange and are traded overthe-counter. The Fund will not invest in
leveraged (e.g., 2X, –2X, 3X or –3X)
Underlying ETPs. Consistent with the
Exemptive Order, the Fund will not
invest in options contracts, futures
contracts or swap agreements. The
Fund’s investments will be consistent
with its investment objective and will
not be used to enhance leverage.
(7) The Fund may hold up to an
aggregate amount of 15% of its net
assets in illiquid securities (calculated
at the time of investment), including
Rule 144A securities and loan
participation agreements.
(8) Investments in non-investment
grade securities will be limited to 15%
of the Fund’s assets.
(9) A minimum of 100,000 Shares will
be outstanding at the commencement of
trading on the Exchange.
srobinson on DSK4SPTVN1PROD with
This approval order is based on all of
the Exchange’s representations and
description of the Fund, including those
set forth above and in the Notice.
For the foregoing reasons, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act 22 and the rules and
regulations thereunder applicable to a
national securities exchange.
21 17
22 15
CFR 240.10A–3.
U.S.C. 78f(b)(5).
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III. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–NYSEArca–
2012–117) be, and it hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–30325 Filed 12–14–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68407; File No. SR–
NYSEMKT–2012–74]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Proposing To Amend the
NYSE Amex Options Fee Schedule for
Professional Customers and BrokerDealers To Modify Existing VolumeBased Tiers and the Associated Rate
per Contract for Certain Electronic
Executions
December 11, 2012.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
November 29, 2012, NYSE MKT LLC
(the ‘‘Exchange’’ or ‘‘NYSE MKT’’) 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 selfregulatory 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 the Substance
of the Proposed Rule Change
The Exchange proposes to amend the
NYSE Amex Options Fee Schedule
(‘‘Fee Schedule’’) for Professional
Customers and Broker-Dealers to modify
existing volume-based tiers and the
associated rate per contract for certain
electronic executions. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
23 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
24 17
PO 00000
Frm 00078
Fmt 4703
Sfmt 4703
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 those 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 parts 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 the
Fee Schedule for Professional
Customers and Broker-Dealers to modify
existing volume-based tiers and the
associated rate per contract for certain
electronic executions.
Presently, electronic executions for
Professional Customers and BrokerDealers that take liquidity are charged
according to the following schedule:
Average daily volume
(‘‘ADV’’) tiers for professional
customers and brokerdealers taking liquidity
0 to 50,000 ...........................
50,001 to 100,000 ................
Over 100,000 ........................
Rate per
contract
$.28
.26
.23
A Professional Customer or BrokerDealer is treated as a ‘‘taker’’ of liquidity
any time they send a marketable order
to the Exchange and it immediately
trades against a posted bid or offer in
the Exchange’s Consolidated Order
Book. When a Professional Customer or
Broker Dealer is resting a bid or offer in
the Exchange’s Consolidated Order
Book, it is treated as a ‘‘maker’’ of
liquidity and any volumes arising from
making liquidity do not count toward
these volume tiers for the month.4
4 See endnote 16 of the Fee Schedule. Volumes
arising from making liquidity are eligible for the
lower per contract rate(s) if sufficient taking
liquidity ADV is executed. ADV is calculated by
using the total of taking liquidity volume divided
by the number of days in the month when the
Exchange was open for business. Volumes arising
from the execution of either Complex Orders or
Qualified Contingent Cross (‘‘QCC’’) orders do not
count towards the calculation of ADV for purposes
of these volume tiers. Complex Order volumes from
electronic executions are eligible for the reduced
rates that a participant may achieve based on their
take volumes. QCC orders continue to be billed at
the $.20 per contract rate applicable to NonCustomers. Id.
E:\FR\FM\17DEN1.SGM
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Federal Register / Vol. 77, No. 242 / Monday, December 17, 2012 / Notices
74711
The Exchange proposes to change the
tiers and the associated rate per contract
as shown below:
ADV tiers for professional customers and broker-dealers taking
liquidity
Proposed rate
per contract
0 to 16,999 .................................................................................
17,000 to 49,999 ........................................................................
Over 49,999 ................................................................................
$.32
$.28
$.23
Thus, only Professional Customers
and Broker-Dealers that have an average
daily volume of 16,999 contracts or less
(the lowest proposed tier) will pay a
higher rate per contract under the
proposed change; Professional
Customers and Broker-Dealers with a
higher ADV will pay either the same
rate or a lower rate than they do today.
Since adopting tiered pricing for
Professional Customer and BrokerDealer electronic transactions, the
Exchange has not garnered as much
electronic Professional Customer and
Broker-Dealer electronic take volume as
expected. To attract more of this
business, the Exchange proposes to
reduce the levels of take volumes
necessary to achieve certain lower per
contract rates on all Professional
Customer and Broker-Dealer electronic
volumes but to raise fees for
Professional Customers and BrokerDealers that execute relatively lower
volumes on the Exchange. By reducing
the tiers and reducing the rate at
relatively higher levels of volume, the
Exchange expects to attract more
Professional Customer and BrokerDealer taking volume to the Exchange.
The Exchange further notes that the
proposed fees fall within the range of
fees charged in the industry for
Professional Customer and Broker
Dealer electronic transaction charges.5
The proposed change will be
operative on December 1, 2012.
srobinson on DSK4SPTVN1PROD with
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6(b) 6 of the
Securities Exchange Act of 1934 (the
‘‘Act’’), in general, and Section 6(b)(4) 7
of the Act, in particular, in that it is
5 See ISE fee schedule as of November 6, 2012,
under which that exchange charges Professional
Customer and Broker-Dealer ‘‘take’’ fees of $.33 per
contract in Select Symbols, and the Nasdaq Options
Market fee schedule as of November 1, 2012, under
which that exchange charges Professional
Customers and Broker-Dealers $.49 [sic] to take
liquidity in Penny Pilot symbols and $.89 per
contract to take liquidity in non-Penny Pilot
symbols.
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(4).
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16:21 Dec 14, 2012
Jkt 229001
Former rate per contract
$.28.
$.28.
$.28 for 50,000 Contracts.
$.26 for 50,001 to 100,000 Contracts.
$.23 for over 100,000 Contracts.
designed to provide for the equitable
allocation of reasonable dues, fees, and
other charges among its members and
other persons using its facilities and is
not unfairly discriminatory.
The Exchange believes that the
proposed changes to the volume-based
tiers and the associated rates per
contract for electronically executed
orders of Professional Customers and
Broker-Dealers that take liquidity are
reasonable, equitable and not unfairly
discriminatory. The Exchange believes
the fees are reasonable because they are
within the range of comparable fees on
at least two other exchanges.8 Moreover,
the fee increase at the proposed lowest
volume tier is reasonable because these
Professional Customers and BrokerDealers are bringing less volume to the
Exchange and the higher fees will offset
the loss in revenue associated with
reducing fees at lower volume
thresholds. The Exchange notes that
with only a modest increase in trading
activity, Professional Customers and
Broker-Dealers will be able to maintain
the same rate as they are currently
paying. A more significant increase in
trading activity will result in such
participants paying a lower transaction
rate than they pay today. The Exchange
believes that it is reasonable to adjust
the tier thresholds in this manner to
encourage greater participation and
thereby foster more transparency and
price discovery for the benefit of all
market participants.
The Exchange notes that while other
participants may pay less for electronic
transactions that take liquidity, such
participants also pay substantially more
for the ability to trade on the Exchange.
For example, Market Makers have much
higher fixed monthly costs as compared
to Professional Customers and BrokerDealers. A Market Maker seeking to
stream quotes in the entire universe of
names traded on the Exchange would
have to pay $33,000 per month in Amex
Trading Permit (‘‘ATP’’) fees and
Premium Product Fees. In addition, a
Market Maker acting as a Specialist, e8 See
PO 00000
supra note 5.
Frm 00079
Fmt 4703
Sfmt 4703
Specialist, or Directed Order Market
Maker will incur monthly Rights Fees
that range from $75 per option to $1,500
per option. Professional Customers and
Broker-Dealers, which access the
Exchange via an order routing firm, pay
only $500 per month in ATP fees
(assuming the cost is passed back to
them), and for that low monthly cost are
able to send orders in all issues traded
on the Exchange. Broker-Dealers that are
ATP Holders and access the Exchange
directly incur the monthly ATP fee of
$500 and in turn have the ability to send
orders in all issues traded on the
Exchange. Given these facts, coupled
with the aforementioned range in
Professional Customer fees on other
exchanges, the Exchange believes that
the proposed change is reasonable,
equitable, and not unfairly
discriminatory.
The Exchange believes the proposed
change to increase fees to $.32 per
contract for the lowest volume
Professional Customer and BrokerDealer participants is equitable and not
unfairly discriminatory because the
change will apply to all Professional
Customers and Broker-Dealers equally
and the increase will offset the costs to
the Exchange associated with offering
more favorable rates at lower trading
thresholds. Furthermore, Professional
Customers and Broker-Dealers are free
to change the manner in which they
access the Exchange. A Professional
Customer may, by sending fewer than
390 orders per day across the industry,
begin participating as a Customer and
avoid incurring any transaction fees.
Broker-Dealers and Professional
Customers may apply to become Market
Makers to transact on a proprietary basis
as Market Makers or become ATP
Holders to transact on the Exchange as
a Firm. In light of the ability to access
the Exchange in a variety of ways, each
of which is priced differently,
Professional Customers, Broker-Dealers,
and other participants may access the
Exchange in a manner that makes the
most economic sense for them.
The Exchange believes that the
proposed change to modify the existing
E:\FR\FM\17DEN1.SGM
17DEN1
74712
Federal Register / Vol. 77, No. 242 / Monday, December 17, 2012 / Notices
volume-based tiers for Professional
Customers and Broker-Dealers that
transact electronically is equitable and
not unfairly discriminatory because the
change will apply to all participants in
those categories equally and such
participants are free to change the
manner in which they access the
Exchange. The proposed change also
will reward Professional Customers and
Broker-Dealers that bring relatively
higher volumes of trading activity to the
Exchange. Moreover, as noted
previously, these participants have
lower aggregate fees when compared to,
for example, the ATP fees incurred by
a NYSE Amex Market Maker to quote
the entire universe of names traded on
the Exchange. Further, the
establishment of the tiers will enable
Professional Customers and BrokerDealers that transact in sufficient
volumes to obtain a lower per contract
rate on all of their electronic volumes in
a given month. This is equitable and not
unfairly discriminatory given that a
higher volume of marketable orders,
which these volume tiers will
encourage, is beneficial to other
Exchange participants due to the
increased opportunity to trade.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues if they determine that
such venues offer more favorable
trading conditions and rates.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange 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.
srobinson on DSK4SPTVN1PROD with
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the Proposed
Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 9 of the Act and
subparagraph (f)(2) of Rule 19b–4 10
thereunder, because it establishes a due,
fee, or other charge imposed by NYSE
MKT.
At any time within 60 days of the
filing of such proposed rule change, the
9 15
U.S.C. 78s(b)(3)(A).
10 17 CFR 240.19b–4(f)(2).
VerDate Mar<15>2010
16:21 Dec 14, 2012
Jkt 229001
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.
NYSEMKT–2012–74, and should be
submitted on or before January 7, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Kevin M. O’Neill,
Deputy Secretary.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
[FR Doc. 2012–30324 Filed 12–14–12; 8:45 am]
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEMKT–2012–74 on the
subject line.
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Approving
Proposed Rule Change To Amend the
Customer and Industry Codes of
Arbitration Procedure Relating to
Subpoenas and to Arbitrator Authority
To Direct the Appearance of
Associated Person Witnesses and the
Production of Documents Without
Subpoenas
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–2012–74. 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 NYSE’s principal office
and on its Internet Web site at
www.nyse.com. 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–
PO 00000
Frm 00080
Fmt 4703
Sfmt 4703
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68404; File No. SR–FINRA–
2012–041]
December 11, 2012.
I. Introduction
On August 24, 2012, the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘SEC’’ or
‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Exchange Act’’ or ‘‘Act’’) 1 and
Rule 19b–4 thereunder,2 a proposed rule
change amending the Customer and
Industry Codes of Arbitration Procedure
(collectively, the ‘‘Codes’’) (1) to provide
that when FINRA member firms and/or
employees or associated persons of
FINRA members who are parties to an
arbitration (collectively, ‘‘Member
Parties’’) seek the appearance of
witnesses by, or the production of
documents from, FINRA members (and
individuals associated with the
member) who are not parties to the
arbitration (collectively, ‘‘Non-Party
Members’’), FINRA arbitrators shall
(unless circumstances dictate otherwise)
issue orders for the appearance of
witnesses or the production of
documents, instead of issuing
subpoenas; (2) to add procedures for any
non-party (Non-Party Member or
otherwise) receiving a subpoena to
object to the subpoena; (3) to provide
that if an arbitrator issues a subpoena to
a Non-Party Member at the request of a
Member Party, the Member Party
making the request is (unless the panel
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\17DEN1.SGM
17DEN1
Agencies
[Federal Register Volume 77, Number 242 (Monday, December 17, 2012)]
[Notices]
[Pages 74710-74712]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-30324]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68407; File No. SR-NYSEMKT-2012-74]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Rule Change Proposing To Amend the
NYSE Amex Options Fee Schedule for Professional Customers and Broker-
Dealers To Modify Existing Volume-Based Tiers and the Associated Rate
per Contract for Certain Electronic Executions
December 11, 2012.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on November 29, 2012, NYSE MKT LLC (the ``Exchange'' or
``NYSE MKT'') 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 self-regulatory
organization. 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\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend the NYSE Amex Options Fee Schedule
(``Fee Schedule'') for Professional Customers and Broker-Dealers to
modify existing volume-based tiers and the associated rate per contract
for certain electronic executions. The text of the proposed rule change
is available on the Exchange's Web site at www.nyse.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 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 those 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 parts 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 the Fee Schedule for Professional
Customers and Broker-Dealers to modify existing volume-based tiers and
the associated rate per contract for certain electronic executions.
Presently, electronic executions for Professional Customers and
Broker-Dealers that take liquidity are charged according to the
following schedule:
------------------------------------------------------------------------
Average daily volume (``ADV'') tiers for professional Rate per
customers and broker- dealers taking liquidity contract
------------------------------------------------------------------------
0 to 50,000............................................. $.28
50,001 to 100,000....................................... .26
Over 100,000............................................ .23
------------------------------------------------------------------------
A Professional Customer or Broker-Dealer is treated as a ``taker''
of liquidity any time they send a marketable order to the Exchange and
it immediately trades against a posted bid or offer in the Exchange's
Consolidated Order Book. When a Professional Customer or Broker Dealer
is resting a bid or offer in the Exchange's Consolidated Order Book, it
is treated as a ``maker'' of liquidity and any volumes arising from
making liquidity do not count toward these volume tiers for the
month.\4\
---------------------------------------------------------------------------
\4\ See endnote 16 of the Fee Schedule. Volumes arising from
making liquidity are eligible for the lower per contract rate(s) if
sufficient taking liquidity ADV is executed. ADV is calculated by
using the total of taking liquidity volume divided by the number of
days in the month when the Exchange was open for business. Volumes
arising from the execution of either Complex Orders or Qualified
Contingent Cross (``QCC'') orders do not count towards the
calculation of ADV for purposes of these volume tiers. Complex Order
volumes from electronic executions are eligible for the reduced
rates that a participant may achieve based on their take volumes.
QCC orders continue to be billed at the $.20 per contract rate
applicable to Non-Customers. Id.
---------------------------------------------------------------------------
[[Page 74711]]
The Exchange proposes to change the tiers and the associated rate
per contract as shown below:
------------------------------------------------------------------------
ADV tiers for professional
customers and broker-dealers Proposed rate Former rate per
taking liquidity per contract contract
------------------------------------------------------------------------
0 to 16,999....................... $.32 $.28.
17,000 to 49,999.................. $.28 $.28.
Over 49,999....................... $.23 $.28 for 50,000
Contracts.
$.26 for 50,001 to
100,000 Contracts.
$.23 for over
100,000 Contracts.
------------------------------------------------------------------------
Thus, only Professional Customers and Broker-Dealers that have an
average daily volume of 16,999 contracts or less (the lowest proposed
tier) will pay a higher rate per contract under the proposed change;
Professional Customers and Broker-Dealers with a higher ADV will pay
either the same rate or a lower rate than they do today.
Since adopting tiered pricing for Professional Customer and Broker-
Dealer electronic transactions, the Exchange has not garnered as much
electronic Professional Customer and Broker-Dealer electronic take
volume as expected. To attract more of this business, the Exchange
proposes to reduce the levels of take volumes necessary to achieve
certain lower per contract rates on all Professional Customer and
Broker-Dealer electronic volumes but to raise fees for Professional
Customers and Broker-Dealers that execute relatively lower volumes on
the Exchange. By reducing the tiers and reducing the rate at relatively
higher levels of volume, the Exchange expects to attract more
Professional Customer and Broker-Dealer taking volume to the Exchange.
The Exchange further notes that the proposed fees fall within the range
of fees charged in the industry for Professional Customer and Broker
Dealer electronic transaction charges.\5\
---------------------------------------------------------------------------
\5\ See ISE fee schedule as of November 6, 2012, under which
that exchange charges Professional Customer and Broker-Dealer
``take'' fees of $.33 per contract in Select Symbols, and the Nasdaq
Options Market fee schedule as of November 1, 2012, under which that
exchange charges Professional Customers and Broker-Dealers $.49
[sic] to take liquidity in Penny Pilot symbols and $.89 per contract
to take liquidity in non-Penny Pilot symbols.
---------------------------------------------------------------------------
The proposed change will be operative on December 1, 2012.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6(b) \6\ of the Securities Exchange Act
of 1934 (the ``Act''), in general, and Section 6(b)(4) \7\ of the Act,
in particular, in that it is designed to provide for the equitable
allocation of reasonable dues, fees, and other charges among its
members and other persons using its facilities and is not unfairly
discriminatory.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The Exchange believes that the proposed changes to the volume-based
tiers and the associated rates per contract for electronically executed
orders of Professional Customers and Broker-Dealers that take liquidity
are reasonable, equitable and not unfairly discriminatory. The Exchange
believes the fees are reasonable because they are within the range of
comparable fees on at least two other exchanges.\8\ Moreover, the fee
increase at the proposed lowest volume tier is reasonable because these
Professional Customers and Broker-Dealers are bringing less volume to
the Exchange and the higher fees will offset the loss in revenue
associated with reducing fees at lower volume thresholds. The Exchange
notes that with only a modest increase in trading activity,
Professional Customers and Broker-Dealers will be able to maintain the
same rate as they are currently paying. A more significant increase in
trading activity will result in such participants paying a lower
transaction rate than they pay today. The Exchange believes that it is
reasonable to adjust the tier thresholds in this manner to encourage
greater participation and thereby foster more transparency and price
discovery for the benefit of all market participants.
---------------------------------------------------------------------------
\8\ See supra note 5.
---------------------------------------------------------------------------
The Exchange notes that while other participants may pay less for
electronic transactions that take liquidity, such participants also pay
substantially more for the ability to trade on the Exchange. For
example, Market Makers have much higher fixed monthly costs as compared
to Professional Customers and Broker-Dealers. A Market Maker seeking to
stream quotes in the entire universe of names traded on the Exchange
would have to pay $33,000 per month in Amex Trading Permit (``ATP'')
fees and Premium Product Fees. In addition, a Market Maker acting as a
Specialist, e-Specialist, or Directed Order Market Maker will incur
monthly Rights Fees that range from $75 per option to $1,500 per
option. Professional Customers and Broker-Dealers, which access the
Exchange via an order routing firm, pay only $500 per month in ATP fees
(assuming the cost is passed back to them), and for that low monthly
cost are able to send orders in all issues traded on the Exchange.
Broker-Dealers that are ATP Holders and access the Exchange directly
incur the monthly ATP fee of $500 and in turn have the ability to send
orders in all issues traded on the Exchange. Given these facts, coupled
with the aforementioned range in Professional Customer fees on other
exchanges, the Exchange believes that the proposed change is
reasonable, equitable, and not unfairly discriminatory.
The Exchange believes the proposed change to increase fees to $.32
per contract for the lowest volume Professional Customer and Broker-
Dealer participants is equitable and not unfairly discriminatory
because the change will apply to all Professional Customers and Broker-
Dealers equally and the increase will offset the costs to the Exchange
associated with offering more favorable rates at lower trading
thresholds. Furthermore, Professional Customers and Broker-Dealers are
free to change the manner in which they access the Exchange. A
Professional Customer may, by sending fewer than 390 orders per day
across the industry, begin participating as a Customer and avoid
incurring any transaction fees. Broker-Dealers and Professional
Customers may apply to become Market Makers to transact on a
proprietary basis as Market Makers or become ATP Holders to transact on
the Exchange as a Firm. In light of the ability to access the Exchange
in a variety of ways, each of which is priced differently, Professional
Customers, Broker-Dealers, and other participants may access the
Exchange in a manner that makes the most economic sense for them.
The Exchange believes that the proposed change to modify the
existing
[[Page 74712]]
volume-based tiers for Professional Customers and Broker-Dealers that
transact electronically is equitable and not unfairly discriminatory
because the change will apply to all participants in those categories
equally and such participants are free to change the manner in which
they access the Exchange. The proposed change also will reward
Professional Customers and Broker-Dealers that bring relatively higher
volumes of trading activity to the Exchange. Moreover, as noted
previously, these participants have lower aggregate fees when compared
to, for example, the ATP fees incurred by a NYSE Amex Market Maker to
quote the entire universe of names traded on the Exchange. Further, the
establishment of the tiers will enable Professional Customers and
Broker-Dealers that transact in sufficient volumes to obtain a lower
per contract rate on all of their electronic volumes in a given month.
This is equitable and not unfairly discriminatory given that a higher
volume of marketable orders, which these volume tiers will encourage,
is beneficial to other Exchange participants due to the increased
opportunity to trade.
The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues if they
determine that such venues offer more favorable trading conditions and
rates.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange 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
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \9\ of the Act and subparagraph (f)(2) of Rule 19b-
4 \10\ thereunder, because it establishes a due, fee, or other charge
imposed by NYSE MKT.
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\9\ 15 U.S.C. 78s(b)(3)(A).
\10\ 17 CFR 240.19b-4(f)(2).
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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:
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-NYSEMKT-2012-74 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-2012-74. 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 NYSE's
principal office and on its Internet Web site at www.nyse.com. 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-2012-74, and should
be submitted on or before January 7, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
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\11\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-30324 Filed 12-14-12; 8:45 am]
BILLING CODE 8011-01-P