Self-Regulatory Organizations; C2 Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to the Options Regulatory Fee, 76131-76132 [2012-31018]
Download as PDF
Federal Register / Vol. 77, No. 247 / Wednesday, December 26, 2012 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–31015 Filed 12–21–12; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68479; File No. SR–C2–
2012–040]
Self-Regulatory Organizations; C2
Options Exchange, Incorporated;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change Relating to the Options
Regulatory Fee
December 19, 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 December
7, 2012, C2 Options Exchange,
Incorporated (the ‘‘Exchange’’ or ‘‘C2’’)
filed with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
C2 Options Exchange, Incorporated
(the ‘‘Exchange’’ or ‘‘C2’’) proposes to
amend its Options Regulatory Fee. The
text of the proposed rule change is
available on the Exchange’s Web site
(https://www.c2exchange.com/Legal/), at
the Exchange’s Office of the Secretary,
and at the Commission.
tkelley on DSK3SPTVN1PROD with
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
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
06:31 Dec 22, 2012
Jkt 229001
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange has reevaluated the
current amount of the Options
Regulatory Fee (‘‘ORF’’) in connection
with its annual budget review. In light
of increased regulatory costs and
expected volume levels for 2013, the
Exchange proposes to increase the ORF
from $.0015 per contract to $.002 per
contract. The Exchange is amending the
ORF due to substantial increases in
resources devoted to regulatory services,
including the recent hiring of many new
employees, increased office space and
regulatory systems enhancements.
These increased regulatory costs
coincide with a decrease in industry
transaction volume. The proposed fee
would be operative on January 2, 2013.
The ORF is assessed by the Exchange
to each Permit Holder for all options
transactions executed or cleared by the
Permit Holder that are cleared by The
Options Clearing Corporation (‘‘OCC’’)
in the customer range, i.e., transactions
that clear in a customer account at OCC,
regardless of the marketplace of
execution. In other words, the Exchange
imposes the ORF on all customer-range
transactions executed by a Permit
Holder, even if the transactions do not
take place on the Exchange.3 The ORF
also is charged for transactions that are
not executed by a Permit Holder but are
ultimately cleared by a Permit Holder.
In the case where a Permit Holder
executes a transaction and a different
Permit Holder clears the transaction, the
ORF is assessed to the Permit Holder
who executed the transaction. In the
case where a non-Permit Holder
executes a transaction and a Permit
Holder clears the transaction, the ORF is
assessed to the Permit Holder who
clears the transaction. The ORF is
collected indirectly from Permit Holders
through their clearing firms by OCC on
behalf of the Exchange.
The ORF is designed to recover a
material portion of the costs to the
Exchange of the supervision and
3 Exchange rules require each Permit Holder to
record the appropriate account origin code on all
orders at the time of entry in order to allow the
Exchange to properly prioritize and route orders
and assess transaction fees pursuant to the rules of
the Exchange and report resulting transactions to
the OCC. C2 order origin codes are defined in C2
Regulatory Circular RG10–4. The Exchange
represents that it has surveillances in place to verify
that Permit Holders mark orders with the correct
account origin code.
PO 00000
Frm 00164
Fmt 4703
Sfmt 4703
76131
regulation of Permit Holder customer
options business, including performing
routine surveillances, investigations, as
well as policy, rulemaking, interpretive
and enforcement activities. The
Exchange believes that revenue
generated from the ORF, when
combined with all of the Exchange’s
other regulatory fees and fines, will
cover a material portion, but not all, of
the Exchange’s regulatory costs. The
Exchange notes that its regulatory
responsibilities with respect to Permit
Holder compliance with options sales
practice rules have been allocated to
FINRA under a 17d–2 agreement. The
ORF is not designed to cover the cost of
options sales practice regulation.
The Exchange will continue to
monitor the amount of revenue
collected from the ORF to ensure that it,
in combination with its other regulatory
fees and fines, does not exceed the
Exchange’s total regulatory costs. If the
Exchange determines regulatory
revenues exceed regulatory costs, the
Exchange will adjust the ORF by
submitting a fee change filing to the
Commission. The Exchange notifies
Permit Holders of adjustments to the
ORF via regulatory circular.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.4 Specifically,
the Exchange believes the proposed rule
change is consistent with Section 6(b)(4)
of the Act5, which provides that
Exchange rules may provide for the
equitable allocation of reasonable dues,
fees, and other charges among its Permit
Holders and other persons using its
facilities. The Exchange believes the
proposed fee change is reasonable
because industry transaction volume
has declined while the Exchange’s
regulatory expenses have increased. The
Exchange is amending the ORF due to
substantial increases in resources
devoted to regulatory services,
including the recent hiring of many new
employees, increased office space and
regulatory systems enhancements. The
proposed ORF increase would help to
offset these increased regulatory
expenses but does not result in total
regulatory revenue exceeding total
regulatory costs.
The Exchange believes the ORF is
equitable and not unfairly
discriminatory because it is objectively
allocated to Permit Holders in that it is
4 15
E:\FR\FM\26DEN1.SGM
U.S.C. 78f(b).
26DEN1
76132
Federal Register / Vol. 77, No. 247 / Wednesday, December 26, 2012 / Notices
charged to all Permit Holders on all
their transactions that clear as customer
at the OCC. Moreover, the Exchange
believes the ORF ensures fairness by
assessing higher fees to those Permit
Holders that require more Exchange
regulatory services based on the amount
of customer options business they
conduct. Regulating customer trading
activity is much more labor intensive
and requires greater expenditure of
human and technical resources than
regulating non-customer trading
activity, which tends to be more
automated and less labor-intensive. As a
result, the costs associated with
administering the customer component
of the Exchange’s overall regulatory
program are materially higher than the
costs associated with administering the
non-customer component (e.g., Permit
Holder proprietary transactions) of its
regulatory program.6
The ORF is designed to recover a
material portion of the costs of
supervising and regulating Permit
Holder customer options business
including performing routine
surveillances, investigations,
examinations, financial monitoring, and
policy, rulemaking, interpretive, and
enforcement activities. The Exchange
will continue to monitor the amount of
revenue collected from the ORF to
ensure that it, in combination with its
other regulatory fees and fines, does not
exceed the Exchange’s total regulatory
costs. If the Exchange determines
regulatory revenues exceed regulatory
costs, the Exchange will adjust the ORF
by submitting a fee change filing to the
Commission. The Exchange notifies
Permit Holders of adjustments to the
ORF via regulatory circular.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
C2 does not believe that the proposed
rule change will impose any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
tkelley on DSK3SPTVN1PROD with
The Exchange neither solicited nor
received comments on the proposed
rule change.
6 If the Exchange changes its method of funding
regulation or if circumstances otherwise change in
the future, the Exchange may decide to modify the
ORF or assess a separate regulatory fee on Permit
Holder proprietary transactions if the Exchange
deems it advisable. See email from Jaime Galvan,
Senior Attorney, C2, to Johnna Dumler, Special
Counsel, Commission, dated December 18, 2012.
VerDate Mar<15>2010
06:31 Dec 22, 2012
Jkt 229001
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)7 of the Act and paragraph (f)
of Rule 19b–48 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–C2–2012–040 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–C2–2012–040. 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 NW.,
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–C2–
2012–040, and should be submitted on
or before January 16, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–31018 Filed 12–21–12; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68478; File No. SR–BOX–
2012–023]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Increase the
Position and Exercise Limits for
Options on the iShares MSCI Emerging
Markets Index Fund to 500,000
Contracts
December 19, 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 December
12, 2012, BOX Options Exchange LLC
(‘‘BOX’’ or ‘‘Exchange’’) 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 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
Interpretive Material to Rule 3120
(Position Limits) to increase the position
and exercise limits for options on the
iShares MSCI Emerging Markets Index
Fund (‘‘EEM’’) to 500,000 contracts. The
text of the proposed rule change is
available from the principal office of the
Exchange, at the Commission’s Public
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
7 15
U.S.C. 78s(b)(3)(A).
8 17 C.F.R. 240.19b–4(f).
PO 00000
Frm 00165
Fmt 4703
1 15
Sfmt 4703
E:\FR\FM\26DEN1.SGM
26DEN1
Agencies
[Federal Register Volume 77, Number 247 (Wednesday, December 26, 2012)]
[Notices]
[Pages 76131-76132]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-31018]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68479; File No. SR-C2-2012-040]
Self-Regulatory Organizations; C2 Options Exchange, Incorporated;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
Relating to the Options Regulatory Fee
December 19, 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 December 7, 2012, C2 Options Exchange, Incorporated (the
``Exchange'' or ``C2'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
C2 Options Exchange, Incorporated (the ``Exchange'' or ``C2'')
proposes to amend its Options Regulatory Fee. The text of the proposed
rule change is available on the Exchange's Web site (https://www.c2exchange.com/Legal/), at the Exchange's Office of the Secretary,
and at the Commission.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange has reevaluated the current amount of the Options
Regulatory Fee (``ORF'') in connection with its annual budget review.
In light of increased regulatory costs and expected volume levels for
2013, the Exchange proposes to increase the ORF from $.0015 per
contract to $.002 per contract. The Exchange is amending the ORF due to
substantial increases in resources devoted to regulatory services,
including the recent hiring of many new employees, increased office
space and regulatory systems enhancements. These increased regulatory
costs coincide with a decrease in industry transaction volume. The
proposed fee would be operative on January 2, 2013.
The ORF is assessed by the Exchange to each Permit Holder for all
options transactions executed or cleared by the Permit Holder that are
cleared by The Options Clearing Corporation (``OCC'') in the customer
range, i.e., transactions that clear in a customer account at OCC,
regardless of the marketplace of execution. In other words, the
Exchange imposes the ORF on all customer-range transactions executed by
a Permit Holder, even if the transactions do not take place on the
Exchange.\3\ The ORF also is charged for transactions that are not
executed by a Permit Holder but are ultimately cleared by a Permit
Holder. In the case where a Permit Holder executes a transaction and a
different Permit Holder clears the transaction, the ORF is assessed to
the Permit Holder who executed the transaction. In the case where a
non-Permit Holder executes a transaction and a Permit Holder clears the
transaction, the ORF is assessed to the Permit Holder who clears the
transaction. The ORF is collected indirectly from Permit Holders
through their clearing firms by OCC on behalf of the Exchange.
---------------------------------------------------------------------------
\3\ Exchange rules require each Permit Holder to record the
appropriate account origin code on all orders at the time of entry
in order to allow the Exchange to properly prioritize and route
orders and assess transaction fees pursuant to the rules of the
Exchange and report resulting transactions to the OCC. C2 order
origin codes are defined in C2 Regulatory Circular RG10-4. The
Exchange represents that it has surveillances in place to verify
that Permit Holders mark orders with the correct account origin
code.
---------------------------------------------------------------------------
The ORF is designed to recover a material portion of the costs to
the Exchange of the supervision and regulation of Permit Holder
customer options business, including performing routine surveillances,
investigations, as well as policy, rulemaking, interpretive and
enforcement activities. The Exchange believes that revenue generated
from the ORF, when combined with all of the Exchange's other regulatory
fees and fines, will cover a material portion, but not all, of the
Exchange's regulatory costs. The Exchange notes that its regulatory
responsibilities with respect to Permit Holder compliance with options
sales practice rules have been allocated to FINRA under a 17d-2
agreement. The ORF is not designed to cover the cost of options sales
practice regulation.
The Exchange will continue to monitor the amount of revenue
collected from the ORF to ensure that it, in combination with its other
regulatory fees and fines, does not exceed the Exchange's total
regulatory costs. If the Exchange determines regulatory revenues exceed
regulatory costs, the Exchange will adjust the ORF by submitting a fee
change filing to the Commission. The Exchange notifies Permit Holders
of adjustments to the ORF via regulatory circular.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Securities Exchange Act of 1934 (the ``Act'') and the rules and
regulations thereunder applicable to the Exchange and, in particular,
the requirements of Section 6(b) of the Act.\4\ Specifically, the
Exchange believes the proposed rule change is consistent with Section
6(b)(4) of the Act5, which provides that Exchange rules may provide for
the equitable allocation of reasonable dues, fees, and other charges
among its Permit Holders and other persons using its facilities. The
Exchange believes the proposed fee change is reasonable because
industry transaction volume has declined while the Exchange's
regulatory expenses have increased. The Exchange is amending the ORF
due to substantial increases in resources devoted to regulatory
services, including the recent hiring of many new employees, increased
office space and regulatory systems enhancements. The proposed ORF
increase would help to offset these increased regulatory expenses but
does not result in total regulatory revenue exceeding total regulatory
costs.
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78f(b).
---------------------------------------------------------------------------
The Exchange believes the ORF is equitable and not unfairly
discriminatory because it is objectively allocated to Permit Holders in
that it is
[[Page 76132]]
charged to all Permit Holders on all their transactions that clear as
customer at the OCC. Moreover, the Exchange believes the ORF ensures
fairness by assessing higher fees to those Permit Holders that require
more Exchange regulatory services based on the amount of customer
options business they conduct. Regulating customer trading activity is
much more labor intensive and requires greater expenditure of human and
technical resources than regulating non-customer trading activity,
which tends to be more automated and less labor-intensive. As a result,
the costs associated with administering the customer component of the
Exchange's overall regulatory program are materially higher than the
costs associated with administering the non-customer component (e.g.,
Permit Holder proprietary transactions) of its regulatory program.\6\
---------------------------------------------------------------------------
\6\ If the Exchange changes its method of funding regulation or
if circumstances otherwise change in the future, the Exchange may
decide to modify the ORF or assess a separate regulatory fee on
Permit Holder proprietary transactions if the Exchange deems it
advisable. See email from Jaime Galvan, Senior Attorney, C2, to
Johnna Dumler, Special Counsel, Commission, dated December 18, 2012.
---------------------------------------------------------------------------
The ORF is designed to recover a material portion of the costs of
supervising and regulating Permit Holder customer options business
including performing routine surveillances, investigations,
examinations, financial monitoring, and policy, rulemaking,
interpretive, and enforcement activities. The Exchange will continue to
monitor the amount of revenue collected from the ORF to ensure that it,
in combination with its other regulatory fees and fines, does not
exceed the Exchange's total regulatory costs. If the Exchange
determines regulatory revenues exceed regulatory costs, the Exchange
will adjust the ORF by submitting a fee change filing to the
Commission. The Exchange notifies Permit Holders of adjustments to the
ORF via regulatory circular.
B. Self-Regulatory Organization's Statement on Burden on Competition
C2 does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)\7\ of the Act and paragraph (f) of Rule 19b-4\8\
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.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78s(b)(3)(A).
\8\ 17 C.F.R. 240.19b-4(f).
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-C2-2012-040 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-C2-2012-040. 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 NW.,
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-C2-2012-040, and should be
submitted on or before January 16, 2013.
For the Commission, by the Division of Trading and Markets, pursuant
to delegated authority.\9\
---------------------------------------------------------------------------
\9\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-31018 Filed 12-21-12; 4:15 pm]
BILLING CODE 8011-01-P