Self-Regulatory Organizations; ICE Clear Credit LLC; Notice of Filing of Proposed Rule Change to Add Rules Related to the Clearing of iTraxx Europe Index CDS, 76109-76112 [2012-31020]
Download as PDF
Federal Register / Vol. 77, No. 247 / Wednesday, December 26, 2012 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[File No. 500–1]
IAS Energy, Inc., IB3 Networks, Inc.,
IBroadband, Inc., ICP Solar
Technologies, Inc., IdentiPHI, Inc.,
iDNA, Inc., Immune Network Ltd., Inca
Designs, Inc., Indico Technologies, Inc.
(n/k/a Indico Resources Ltd.), Infopage,
Inc. (a/k/a Tamija Gold & Diamond
Exploration, Inc.), Innofone.com, Inc.
(n/k/a Goldstar Global Minerals Corp.),
Instachem Systems, Inc. (n/k/a CH
Lighting International Corp.), InterlinkUS-Network, Ltd., and International
Aerospace Enterprises, Inc.,; Order of
Suspension of Trading
tkelley on DSK3SPTVN1PROD with
December 20, 2012.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of IAS Energy,
Inc. because it has not filed any periodic
reports since the period ended January
31, 2011.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of IB3
Networks, Inc. because it has not filed
any periodic reports since the period
ended September 30, 2009.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of IBroadband,
Inc. because it has not filed any periodic
reports since the period ended
September 30, 2007.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of ICP Solar
Technologies, Inc. because it has not
filed any periodic reports since the
period ended October 31, 2009.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of IdentiPHI,
Inc. because it has not filed any periodic
reports since the period ended
September 30, 2008.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of iDNA, Inc.
because it has not filed any periodic
reports since the period ended October
31, 2008.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Immune
Network Ltd. because it has not filed
any periodic reports since the period
ended December 31, 2001.
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It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Inca
Designs, Inc. because it has not filed any
periodic reports since the period ended
September 30, 2010.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Indico
Technologies, Inc. (n/k/a Indico
Resources Ltd.) because it has not filed
any periodic reports since the period
ended November 30, 1999.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Infopage,
Inc. (a/k/a Tamija Gold & Diamond
Exploration, Inc.) because it has not
filed any periodic reports since the
period ended September 30, 1993.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of
Innofone.com, Inc. (n/k/a Goldstar
Global Minerals Corp.) because it has
not filed any periodic reports since the
period ended March 31, 2007.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Instachem
Systems, Inc. (n/k/a CH Lighting
International Corp.) because it has not
filed any periodic reports since the
period ended March 31, 2010.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of InterlinkUS-Network, Ltd. because it has not
filed any periodic reports since the
period ended September 30, 2010.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of
International Aerospace Enterprises,
Inc. because it has not filed any periodic
reports since the period ended March
31, 2010.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
companies.
Therefore, it is ordered, pursuant to
Section 12(k) of the Securities Exchange
Act of 1934, that trading in the
securities of the above-listed companies
is suspended for the period from 9:30
a.m. EST on December 20, 2012,
through 11:59 p.m. EST on January 4,
2013.
PO 00000
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2012–31023 Filed 12–20–12; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68481; File No. SR–ICC–
2012–23]
Self-Regulatory Organizations; ICE
Clear Credit LLC; Notice of Filing of
Proposed Rule Change to Add Rules
Related to the Clearing of iTraxx
Europe Index CDS
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
6, 2012, ICE Clear Credit LLC (‘‘ICC’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared primarily by ICC.
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 purpose of the proposed rule
change is to adopt new rules that will
provide the basis for ICC to clear
additional credit default swap contracts.
Specifically, ICC is proposing to amend
Chapters 8, 20 and 26 and Schedule 401
and Schedule 502 of its rules as well as
make corresponding changes to the
applicable ICC Policies and Procedures
to provide for the clearance of iTraxx
Europe Index CDS (‘‘iTraxx Contracts’’).
ICC proposes to amend Chapter 8 of
its rules to provide for an additional
Guaranty Fund Contribution by those
Clearing Participants that present
Specific Wrong Way Risk (i.e., the risk
that arises from the fact that iTraxx
Contracts include, in part, the names of
certain Clearing Participants or Clearing
Participant affiliates). In a default
scenario, if the defaulting Clearing
Participant has funded a Specific Wrong
Way Risk Contribution, the Specific
Wrong Way Risk Contributions of all
contributing Clearing Participants
would be used immediately following
the defaulting Clearing Participant’s
funds to cure deficits related to the
default.
1 15
2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Federal Register / Vol. 77, No. 247 / Wednesday, December 26, 2012 / Notices
ICC proposes to amend Chapter 20 of
its rules to remove definitions that are
included in Chapter 26E of the rules as
well as to include the Specific WWR
Guaranty Fund Contribution, as
appropriate, as a portion of Clearing
Participant funds.
ICC proposes to amend Section 26E of
its rules to include certain additional
provisions relevant to the treatment of
restructuring credit events under iTraxx
and standard single-name CDS
Contracts referencing European
corporate reference entities (‘‘European
SN Contracts’’).
ICC proposes to add Section 26F to
provide for the clearance of the iTraxx
Contracts, which reference the iTraxx
Europe corporate index. As discussed in
more detail in Item II.A below, new
Section 26F of the ICC rules provides for
the definitions and certain specific
contract terms for cleared iTraxx
Contracts.
ICC will update Schedule 401 of its
Rules (Eligible Collateral & Thresholds),
as applicable, with respect to Initial
Margin and Guaranty Fund liquidity
requirements for Non-Client and ClientRelated positions for both US Dollar and
Euro denominated products.
ICC will also update Schedule 502 of
its Rules (Cleared Products List) to
incorporate the additional cleared
products. Upon Commission approval,
ICC will list the following European
Indices: Markit iTraxx Europe Main
Series 18 with a 5-year maturity,
maturing on December 20, 2017; Markit
iTraxx Europe Main Series 18 with a 10year maturity, maturing on December
20, 2022; Markit iTraxx Europe Main
Series 17 with a 5-year maturity,
maturing on June 20, 2017; Markit
iTraxx Europe Main Series 17 with a 10year maturity, maturing on June 20,
2022; Markit iTraxx Europe Main Series
16 with a 5-year maturity, maturing on
December 20, 2016; Markit iTraxx
Europe Main Series 16 with a 10-year
maturity, maturing on December 20,
2021; Markit iTraxx Europe Main Series
15 with a 5-year maturity, maturing on
June 20, 2016; Markit iTraxx Europe
Main Series 15 with a 10-year maturity,
maturing on June 20, 2021; Markit
iTraxx Europe Main Series 14 with a 5year maturity, maturing on December
20, 2015; Markit iTraxx Europe Main
Series 14 with a 10-year maturity,
maturing on December 20, 2020; Markit
iTraxx Europe Main Series 13 with a 5year maturity, maturing on June, 20,
2015; Markit iTraxx Europe Main Series
13 with a 10-year maturity, maturing on
June, 20, 2020; Markit iTraxx Europe
Main Series 12 with a 5-year maturity,
maturing on December 20, 2014; Markit
iTraxx Europe Main Series 12 with a 10-
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Jkt 229001
year maturity, maturing on December
20, 2019; Markit iTraxx Europe Main
Series 11 with a 5-year maturity,
maturing on June 20, 2014; Markit
iTraxx Europe Main Series 11 with a 10year maturity, maturing on June 20,
2019; Markit iTraxx Europe Main Series
10 with a 5-year maturity, maturing on
December 20, 2013; Markit iTraxx
Europe Main Series 10 with a 10-year
maturity, maturing on December 20,
2018; Markit iTraxx Europe Main Series
9 with a 5-year maturity, maturing on
June 20, 2013; Markit iTraxx Europe
Main Series 9 with a 10-year maturity,
maturing on June 20, 2018; Markit
iTraxx Europe Main Series 8 with a 5year maturity, maturing on December
20, 2012; Markit iTraxx Europe Main
Series 8 with a 10-year maturity,
maturing on December 20, 2017; Markit
iTraxx Europe Main Series 7 with a 10year maturity, maturing June 20, 2017;
Markit iTraxx Crossover Series 18 with
a 5-year maturity, maturing on
December 20, 2017; Markit iTraxx
Crossover Series 17 with a 5-year
maturity, maturing on June 20, 2017;
Markit iTraxx Crossover Series 16 with
a 5-year maturity, maturing on
December 20, 2016; Markit iTraxx
Crossover Series 15 with a 5-year
maturity, maturing on June 20, 2016;
Markit iTraxx Crossover Series 14 with
a 5-year maturity, maturing on
December 20, 2015; Markit iTraxx
Crossover Series 13 with a 5-year
maturity, maturing on June, 20, 2015;
Markit iTraxx Crossover Series 12 with
a 5-year maturity, maturing on
December 20, 2014; Markit iTraxx
Crossover Series 11 with a 5-year
maturity, maturing on June 20, 2014;
Markit iTraxx Crossover Series 10 with
a 5-year maturity, maturing on
December 20, 2013; Markit iTraxx
Crossover Series 9 with a 5-year
maturity, maturing on June 20, 2013;
Markit iTraxx HiVol Series 18 with a 5year maturity, maturing on December
20, 2017; Markit iTraxx HiVol Series 17
with a 5-year maturity, maturing on
June 20, 2017; Markit iTraxx HiVol
Series 16 with a 5-year maturity,
maturing on December 20, 2016; Markit
iTraxx HiVol Series 15 with a 5-year
maturity, maturing on June 20, 2016;
Markit iTraxx HiVol Series 14 with a 5year maturity, maturing on December
20, 2015; Markit iTraxx HiVol Series 13
with a 5-year maturity, maturing on
June, 20, 2015; Markit iTraxx HiVol
Series 12 with a 5-year maturity,
maturing on December 20, 2014; Markit
iTraxx HiVol Series 11 with a 5-year
maturity, maturing on June 20, 2014;
Markit iTraxx HiVol Series 10 with a 5year maturity, maturing on December
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20, 2013; Markit iTraxx HiVol Series 9
with a 5-year maturity, maturing on
June 20, 2013; and Markit iTraxx HiVol
Series 8 with a 5-year maturity,
maturing on December 20, 2012.
ICC also updated its Policies and
Procedures to provide for the clearance
of iTraxx Contracts, specifically the ICC
Treasury Operations Policies &
Procedures, ICC Risk Management
Framework and ICC End-of-Day
(‘‘EOD’’) Price Discovery Policies and
Procedures.
Consistent with the changes to
Schedule 401 of the ICC Rules, the ICC
Treasury Operations Policies &
Procedures have been updated to
include Initial Margin and Guaranty
Fund liquidity requirements for NonClient and Client-Related positions for
both US Dollar and Euro denominated
products. In order to accommodate the
return of funds during London banking
hours, the ICC Treasury Operations
Policies & Procedures have been
updated to require requests for Euro
withdrawals to be submitted by 9:00
a.m. Eastern.
The ICC Risk Management Framework
has been updated to account for Euro
denominated portfolios. Specifically,
updates have been made to the Guaranty
Fund, Initial Margin and Mark-toMarket Methodologies to address:
Wrong Way Risk, Foreign Exchange
Risk, Liquidity Risk, Time Zone Risk,
and Operational Risk. Additionally, the
Portfolio Approach was updated to
include appropriate portfolio benefits
between North American CDS Indices
and iTraxx Contracts.
The ICC EOD Price Discovery Policies
and Procedures has been updated to
provide that ICC will use ICE Clear
Europe’s EOD prices for iTraxx
Contracts and rely on the ICE Clear
Europe Firm Trade process to ensure the
accuracy of price submissions. ICC will
extend the risk time-horizon for iTraxx
Contracts to account for the half day
difference, on average, between the EOD
price discovery process timings. The
extended risk horizon accounts for the
fact that European markets close earlier
and new financial information may be
reflected only in the North American
instrument prices and not reflected in
the iTraxx Contracts, in general.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, ICC
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
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Federal Register / Vol. 77, No. 247 / Wednesday, December 26, 2012 / Notices
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may be examined at the places specified
in Item IV below. ICC has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of these statements.3
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
ICC has identified iTraxx Contracts as
products that have become increasingly
important for market participants to
manage risk and express views with
respect to European corporate credit
risk. ICC’s clearance of these Contracts
will facilitate the prompt and accurate
settlement of swaps and contribute to
the safeguarding of securities and funds
associated with swap transactions. In
addition, ICC notes that the Commodity
Futures Trading Commission has
determined that iTraxx Europe CDS
contracts would be subject to mandatory
clearing under Section 2(h) of the
Commodity Exchange Act.
iTraxx Contracts have similar terms to
the CDX North American Index CDS
contracts (‘‘CDX.NA Contracts’’) and
CDX Emerging Market Index (‘‘CDX.EM
Contracts’’) currently cleared by ICC and
governed by Sections 26A and 26C of
the ICC rules. Accordingly, the
proposed rules found in Section 26F
largely mirror the ICC rules for those
Contracts, with certain modifications
that reflect the underlying reference
entities (European corporate reference
entities instead of North American
corporate or Latin American sovereign
entities) and differences in terms and
market conventions. The iTraxx
Contracts reference the iTraxx Europe
index, the current series of which
consists of 125 European corporate
reference entities. iTraxx Contracts,
consistent with market convention and
widely used standard terms
documentation, can be triggered by
credit events for failure to pay,
bankruptcy and restructuring. iTraxx
Contracts will be denominated in Euro.
Rule 26F–102 (Definitions) sets forth
the definitions used for the iTraxx
Contract Rules. An ‘‘Eligible iTraxx
Europe Untranched Index’’ is defined as
‘‘each particular series and version of an
iTraxx Europe index or sub-index, as
published by the iTraxx Untranched
Publisher, included from time to time in
the List of Eligible iTraxx Untranched
Indexes,’’ which is a list maintained,
updated and published from time to
time by the ICC Board of Managers or
its designee, containing certain
specified information with respect to
3 The Commission has modified the text of the
summaries prepared by ICE Clear Credit.
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each index. ‘‘iTraxx Europe Untranched
Terms Supplement’’ refers to the market
standard form of documentation used
for credit default swaps on the iTraxx
Europe index, which is incorporated by
reference into the contract specifications
in Chapter 26F. The remaining
definitions are substantially the same as
the definitions found in ICC Section
26A and Section 26C, other than certain
conforming changes.
Rules 26F–309 (Acceptance of iTraxx
Europe Untranched Contracts by ICE
Clear Credit), 26F–315 (Terms of the
Cleared iTraxx Europe Untranched
Contract), and 26F–316 (Updating Index
Version of Fungible Contracts After a
Credit Event or a Succession Event;
Updating Relevant Untranched
Standard Terms Supplement) reflect or
incorporate the basic contract
specifications for iTraxx Contracts and
are substantially the same as under ICC
Section 26A for CDX.NA Contracts and
ICC Section 26C for CDX.EM Contracts.
In addition to various non-substantive
conforming changes, proposed Rule
26F–317 (Terms of iTraxx Europe
Untranched Contracts) differs from the
corresponding Rule 26A–317 to reflect
the fact that restructuring is a credit
event for the iTraxx Contract.4
In addition, ICC proposes to make
conforming changes in Section 26E of
the Rules (the CDS Restructuring Rules),
principally to address the particular
restructuring terms that apply to iTraxx
Contracts and European SN Contracts.
Specifically, ICC proposes to modify the
notice delivery procedures in Rule 26E–
104 to include ‘‘notices to exercise
movement option’’ under the Mod Mod
R terms. In addition, the definition of
‘‘Triggered Restructuring CDS Contract’’
has been modified to reflect that under
Mod Mod R terms a CDS contract may
be triggered in part following a
restructuring credit event.
Section 17A(b)(3)(F) of the Act 5
requires, among other things, that the
rules of a clearing agency be designed to
4 The provisions dealing with the ‘‘spin-out’’ of a
single name CDS following a restructuring credit
event for a component of the iTraxx Europe index
are part of the iTraxx Europe Untranched Standard
Terms Supplement (Nov. 2009 edition), which is
incorporated into the contract specifications for
cleared iTraxx Europe contracts through proposed
ICC Rule 26F–315(c). Specifically, Section 7.3(b) of
the Supplement addresses the removal of the
restructured reference entity from the index and
continuation of that component as a separate
contract. (Proposed ICC Rule 26F–317(h) clarifies
the treatment of the reference obligation for that
separate cleared contract.) This is part of the basic
standard terms of the iTraxx Europe contract and
operates the same way in both the cleared and
uncleared contexts (much like other aspects of the
market standard terms supplements and/or ISDA
Credit Derivatives Definitions on which other
cleared and uncleared CDS trade).
5 15 U.S.C. 78q–1(b)(3)(F).
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76111
promote the prompt and accurate
clearance and settlement of securities
transactions and, to the extent
applicable, derivative agreements,
contracts, and transactions. ICC believes
that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to ICC, in
particular, to Section 17(A)(b)(3)(F),
because ICC believes that the clearance
of iTraxx Contracts will facilitate the
prompt and accurate settlement of
swaps and contribute to the
safeguarding of securities and funds
associated with swap transactions.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
ICC does not believe the proposed
rule change would have any impact, or
impose any burden, on competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments relating to the
proposed rule change have not been
solicited or received. ICC will notify the
Commission of any written comments
received by ICC.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
the proposed rule change or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
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–ICC–2012–23 on the subject
line.
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Federal Register / Vol. 77, No. 247 / Wednesday, December 26, 2012 / Notices
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–ICC–2012–23. 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
filings will also 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.theice.com/publicdocs/
regulatory_filings/
ICEClearCredit_120512.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–ICC–2012–23 and should
be submitted on or before January 16,
2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–31020 Filed 12–21–12; 4:15 pm]
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BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68468; File No. SR–FINRA–
2012–055]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Extend the Date by
Which Eligible Registrants Must
Complete a Firm-Element Continuing
Education Program To Qualify To
Engage in a Security Futures Business
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, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II below, which Items have been
prepared by FINRA. FINRA has
designated the proposed rule change as
constituting a ‘‘non-controversial’’ rule
change under paragraph (f)(6) of Rule
19b-4 under the Act,3 which renders the
proposal effective upon receipt of this
filing by the Commission. 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
FINRA is proposing to amend NASD
Rule 1022 (Categories of Principal
Registration) and NASD Rule 1032
(Categories of Representative
Registration) to extend the deadline by
which eligible registrants must complete
a firm-element continuing education
requirement to engage in a security
futures business to December 31, 2015,
or one business day prior to the date a
revised examination that includes
security futures products is offered.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA 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,
FINRA included statements concerning
the purpose of and basis for the
1 15
U.S.C. 78s(b)(1).
CFR 240.19b-4.
3 17 CFR 240.19b-4(f)(6).
2 17
6 17
CFR 200.30–3(a)(12).
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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. FINRA 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
In 2002, FINRA modified the
following registration categories to
include the activities of engaging in and
supervising securities futures: (1)
Registered Options Principal (Series 4);
(2) Limited Principal—General
Securities Sales Supervisor (Series 9/
10); (3) General Securities
Representative (Series 7); and (4)
Registered Options Representative
(Series 42).4 FINRA also required that
persons currently registered or
becoming registered in these categories
complete a firm-element continuing
education requirement addressing
security futures before they conducted
any security futures business. FINRA
instituted this continuing education
requirement to ensure that registered
personnel, who may not be familiar
with risks, trading characteristics, terms
and nomenclature of these products, or
the fact that they are subject to the joint
jurisdiction of the SEC and CFTC,
receive the necessary training.
FINRA initially considered replacing
the firm-element continuing education
requirement with revised qualification
examinations for these categories that
addressed security futures; however,
due to low trading volume in security
futures and limited interest for
registered representatives to engage in
security futures business, such
qualification examinations have not
been implemented. Accordingly, FINRA
has twice extended the deadline for
completing a firm-element continuing
education requirement.5 In view of the
fact that there are no revised
4 See Securities Exchange Act Release No. 46663
(October 15, 2002), 67 FR 64944 (October 22, 2002)
(Order Approving File No. SR–NASD–2002–40).
5 In 2006, FINRA extended the deadline for
completing a firm-element continuing education
requirement from December 31, 2006 to December
31, 2009. See Securities Exchange Act Release No.
54617 (October 17, 2006), 71 FR 62498 (October 25,
2006) (Notice of Filing and Immediate Effectiveness
of File No. SR–NASD–2006–118). In 2009, FINRA
extended the deadline for completing a firmelement continuing education requirement from
December 31, 2009 to December 31, 2012. See
Securities Exchange Act Release No. 61231
(December 23, 2009), 74 FR 69173 (December 30,
2009) (Notice of Filing and Immediate Effectiveness
of File No. SR–FINRA–2009–092).
E:\FR\FM\26DEN1.SGM
26DEN1
Agencies
[Federal Register Volume 77, Number 247 (Wednesday, December 26, 2012)]
[Notices]
[Pages 76109-76112]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-31020]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68481; File No. SR-ICC-2012-23]
Self-Regulatory Organizations; ICE Clear Credit LLC; Notice of
Filing of Proposed Rule Change to Add Rules Related to the Clearing of
iTraxx Europe Index CDS
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 6, 2012, ICE Clear Credit LLC (``ICC'') filed with the
Securities and Exchange Commission (``Commission'') the proposed rule
change as described in Items I, II, and III below, which Items have
been prepared primarily by ICC. The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The purpose of the proposed rule change is to adopt new rules that
will provide the basis for ICC to clear additional credit default swap
contracts. Specifically, ICC is proposing to amend Chapters 8, 20 and
26 and Schedule 401 and Schedule 502 of its rules as well as make
corresponding changes to the applicable ICC Policies and Procedures to
provide for the clearance of iTraxx Europe Index CDS (``iTraxx
Contracts'').
ICC proposes to amend Chapter 8 of its rules to provide for an
additional Guaranty Fund Contribution by those Clearing Participants
that present Specific Wrong Way Risk (i.e., the risk that arises from
the fact that iTraxx Contracts include, in part, the names of certain
Clearing Participants or Clearing Participant affiliates). In a default
scenario, if the defaulting Clearing Participant has funded a Specific
Wrong Way Risk Contribution, the Specific Wrong Way Risk Contributions
of all contributing Clearing Participants would be used immediately
following the defaulting Clearing Participant's funds to cure deficits
related to the default.
[[Page 76110]]
ICC proposes to amend Chapter 20 of its rules to remove definitions
that are included in Chapter 26E of the rules as well as to include the
Specific WWR Guaranty Fund Contribution, as appropriate, as a portion
of Clearing Participant funds.
ICC proposes to amend Section 26E of its rules to include certain
additional provisions relevant to the treatment of restructuring credit
events under iTraxx and standard single-name CDS Contracts referencing
European corporate reference entities (``European SN Contracts'').
ICC proposes to add Section 26F to provide for the clearance of the
iTraxx Contracts, which reference the iTraxx Europe corporate index. As
discussed in more detail in Item II.A below, new Section 26F of the ICC
rules provides for the definitions and certain specific contract terms
for cleared iTraxx Contracts.
ICC will update Schedule 401 of its Rules (Eligible Collateral &
Thresholds), as applicable, with respect to Initial Margin and Guaranty
Fund liquidity requirements for Non-Client and Client-Related positions
for both US Dollar and Euro denominated products.
ICC will also update Schedule 502 of its Rules (Cleared Products
List) to incorporate the additional cleared products. Upon Commission
approval, ICC will list the following European Indices: Markit iTraxx
Europe Main Series 18 with a 5-year maturity, maturing on December 20,
2017; Markit iTraxx Europe Main Series 18 with a 10-year maturity,
maturing on December 20, 2022; Markit iTraxx Europe Main Series 17 with
a 5-year maturity, maturing on June 20, 2017; Markit iTraxx Europe Main
Series 17 with a 10-year maturity, maturing on June 20, 2022; Markit
iTraxx Europe Main Series 16 with a 5-year maturity, maturing on
December 20, 2016; Markit iTraxx Europe Main Series 16 with a 10-year
maturity, maturing on December 20, 2021; Markit iTraxx Europe Main
Series 15 with a 5-year maturity, maturing on June 20, 2016; Markit
iTraxx Europe Main Series 15 with a 10-year maturity, maturing on June
20, 2021; Markit iTraxx Europe Main Series 14 with a 5-year maturity,
maturing on December 20, 2015; Markit iTraxx Europe Main Series 14 with
a 10-year maturity, maturing on December 20, 2020; Markit iTraxx Europe
Main Series 13 with a 5-year maturity, maturing on June, 20, 2015;
Markit iTraxx Europe Main Series 13 with a 10-year maturity, maturing
on June, 20, 2020; Markit iTraxx Europe Main Series 12 with a 5-year
maturity, maturing on December 20, 2014; Markit iTraxx Europe Main
Series 12 with a 10-year maturity, maturing on December 20, 2019;
Markit iTraxx Europe Main Series 11 with a 5-year maturity, maturing on
June 20, 2014; Markit iTraxx Europe Main Series 11 with a 10-year
maturity, maturing on June 20, 2019; Markit iTraxx Europe Main Series
10 with a 5-year maturity, maturing on December 20, 2013; Markit iTraxx
Europe Main Series 10 with a 10-year maturity, maturing on December 20,
2018; Markit iTraxx Europe Main Series 9 with a 5-year maturity,
maturing on June 20, 2013; Markit iTraxx Europe Main Series 9 with a
10-year maturity, maturing on June 20, 2018; Markit iTraxx Europe Main
Series 8 with a 5-year maturity, maturing on December 20, 2012; Markit
iTraxx Europe Main Series 8 with a 10-year maturity, maturing on
December 20, 2017; Markit iTraxx Europe Main Series 7 with a 10-year
maturity, maturing June 20, 2017; Markit iTraxx Crossover Series 18
with a 5-year maturity, maturing on December 20, 2017; Markit iTraxx
Crossover Series 17 with a 5-year maturity, maturing on June 20, 2017;
Markit iTraxx Crossover Series 16 with a 5-year maturity, maturing on
December 20, 2016; Markit iTraxx Crossover Series 15 with a 5-year
maturity, maturing on June 20, 2016; Markit iTraxx Crossover Series 14
with a 5-year maturity, maturing on December 20, 2015; Markit iTraxx
Crossover Series 13 with a 5-year maturity, maturing on June, 20, 2015;
Markit iTraxx Crossover Series 12 with a 5-year maturity, maturing on
December 20, 2014; Markit iTraxx Crossover Series 11 with a 5-year
maturity, maturing on June 20, 2014; Markit iTraxx Crossover Series 10
with a 5-year maturity, maturing on December 20, 2013; Markit iTraxx
Crossover Series 9 with a 5-year maturity, maturing on June 20, 2013;
Markit iTraxx HiVol Series 18 with a 5-year maturity, maturing on
December 20, 2017; Markit iTraxx HiVol Series 17 with a 5-year
maturity, maturing on June 20, 2017; Markit iTraxx HiVol Series 16 with
a 5-year maturity, maturing on December 20, 2016; Markit iTraxx HiVol
Series 15 with a 5-year maturity, maturing on June 20, 2016; Markit
iTraxx HiVol Series 14 with a 5-year maturity, maturing on December 20,
2015; Markit iTraxx HiVol Series 13 with a 5-year maturity, maturing on
June, 20, 2015; Markit iTraxx HiVol Series 12 with a 5-year maturity,
maturing on December 20, 2014; Markit iTraxx HiVol Series 11 with a 5-
year maturity, maturing on June 20, 2014; Markit iTraxx HiVol Series 10
with a 5-year maturity, maturing on December 20, 2013; Markit iTraxx
HiVol Series 9 with a 5-year maturity, maturing on June 20, 2013; and
Markit iTraxx HiVol Series 8 with a 5-year maturity, maturing on
December 20, 2012.
ICC also updated its Policies and Procedures to provide for the
clearance of iTraxx Contracts, specifically the ICC Treasury Operations
Policies & Procedures, ICC Risk Management Framework and ICC End-of-Day
(``EOD'') Price Discovery Policies and Procedures.
Consistent with the changes to Schedule 401 of the ICC Rules, the
ICC Treasury Operations Policies & Procedures have been updated to
include Initial Margin and Guaranty Fund liquidity requirements for
Non-Client and Client-Related positions for both US Dollar and Euro
denominated products. In order to accommodate the return of funds
during London banking hours, the ICC Treasury Operations Policies &
Procedures have been updated to require requests for Euro withdrawals
to be submitted by 9:00 a.m. Eastern.
The ICC Risk Management Framework has been updated to account for
Euro denominated portfolios. Specifically, updates have been made to
the Guaranty Fund, Initial Margin and Mark-to-Market Methodologies to
address: Wrong Way Risk, Foreign Exchange Risk, Liquidity Risk, Time
Zone Risk, and Operational Risk. Additionally, the Portfolio Approach
was updated to include appropriate portfolio benefits between North
American CDS Indices and iTraxx Contracts.
The ICC EOD Price Discovery Policies and Procedures has been
updated to provide that ICC will use ICE Clear Europe's EOD prices for
iTraxx Contracts and rely on the ICE Clear Europe Firm Trade process to
ensure the accuracy of price submissions. ICC will extend the risk
time-horizon for iTraxx Contracts to account for the half day
difference, on average, between the EOD price discovery process
timings. The extended risk horizon accounts for the fact that European
markets close earlier and new financial information may be reflected
only in the North American instrument prices and not reflected in the
iTraxx Contracts, in general.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, ICC 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
[[Page 76111]]
may be examined at the places specified in Item IV below. ICC has
prepared summaries, set forth in sections A, B, and C below, of the
most significant aspects of these statements.\3\
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\3\ The Commission has modified the text of the summaries
prepared by ICE Clear Credit.
---------------------------------------------------------------------------
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
ICC has identified iTraxx Contracts as products that have become
increasingly important for market participants to manage risk and
express views with respect to European corporate credit risk. ICC's
clearance of these Contracts will facilitate the prompt and accurate
settlement of swaps and contribute to the safeguarding of securities
and funds associated with swap transactions. In addition, ICC notes
that the Commodity Futures Trading Commission has determined that
iTraxx Europe CDS contracts would be subject to mandatory clearing
under Section 2(h) of the Commodity Exchange Act.
iTraxx Contracts have similar terms to the CDX North American Index
CDS contracts (``CDX.NA Contracts'') and CDX Emerging Market Index
(``CDX.EM Contracts'') currently cleared by ICC and governed by
Sections 26A and 26C of the ICC rules. Accordingly, the proposed rules
found in Section 26F largely mirror the ICC rules for those Contracts,
with certain modifications that reflect the underlying reference
entities (European corporate reference entities instead of North
American corporate or Latin American sovereign entities) and
differences in terms and market conventions. The iTraxx Contracts
reference the iTraxx Europe index, the current series of which consists
of 125 European corporate reference entities. iTraxx Contracts,
consistent with market convention and widely used standard terms
documentation, can be triggered by credit events for failure to pay,
bankruptcy and restructuring. iTraxx Contracts will be denominated in
Euro.
Rule 26F-102 (Definitions) sets forth the definitions used for the
iTraxx Contract Rules. An ``Eligible iTraxx Europe Untranched Index''
is defined as ``each particular series and version of an iTraxx Europe
index or sub-index, as published by the iTraxx Untranched Publisher,
included from time to time in the List of Eligible iTraxx Untranched
Indexes,'' which is a list maintained, updated and published from time
to time by the ICC Board of Managers or its designee, containing
certain specified information with respect to each index. ``iTraxx
Europe Untranched Terms Supplement'' refers to the market standard form
of documentation used for credit default swaps on the iTraxx Europe
index, which is incorporated by reference into the contract
specifications in Chapter 26F. The remaining definitions are
substantially the same as the definitions found in ICC Section 26A and
Section 26C, other than certain conforming changes.
Rules 26F-309 (Acceptance of iTraxx Europe Untranched Contracts by
ICE Clear Credit), 26F-315 (Terms of the Cleared iTraxx Europe
Untranched Contract), and 26F-316 (Updating Index Version of Fungible
Contracts After a Credit Event or a Succession Event; Updating Relevant
Untranched Standard Terms Supplement) reflect or incorporate the basic
contract specifications for iTraxx Contracts and are substantially the
same as under ICC Section 26A for CDX.NA Contracts and ICC Section 26C
for CDX.EM Contracts. In addition to various non-substantive conforming
changes, proposed Rule 26F-317 (Terms of iTraxx Europe Untranched
Contracts) differs from the corresponding Rule 26A-317 to reflect the
fact that restructuring is a credit event for the iTraxx Contract.\4\
---------------------------------------------------------------------------
\4\ The provisions dealing with the ``spin-out'' of a single
name CDS following a restructuring credit event for a component of
the iTraxx Europe index are part of the iTraxx Europe Untranched
Standard Terms Supplement (Nov. 2009 edition), which is incorporated
into the contract specifications for cleared iTraxx Europe contracts
through proposed ICC Rule 26F-315(c). Specifically, Section 7.3(b)
of the Supplement addresses the removal of the restructured
reference entity from the index and continuation of that component
as a separate contract. (Proposed ICC Rule 26F-317(h) clarifies the
treatment of the reference obligation for that separate cleared
contract.) This is part of the basic standard terms of the iTraxx
Europe contract and operates the same way in both the cleared and
uncleared contexts (much like other aspects of the market standard
terms supplements and/or ISDA Credit Derivatives Definitions on
which other cleared and uncleared CDS trade).
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In addition, ICC proposes to make conforming changes in Section 26E
of the Rules (the CDS Restructuring Rules), principally to address the
particular restructuring terms that apply to iTraxx Contracts and
European SN Contracts. Specifically, ICC proposes to modify the notice
delivery procedures in Rule 26E-104 to include ``notices to exercise
movement option'' under the Mod Mod R terms. In addition, the
definition of ``Triggered Restructuring CDS Contract'' has been
modified to reflect that under Mod Mod R terms a CDS contract may be
triggered in part following a restructuring credit event.
Section 17A(b)(3)(F) of the Act \5\ requires, among other things,
that the rules of a clearing agency be designed to promote the prompt
and accurate clearance and settlement of securities transactions and,
to the extent applicable, derivative agreements, contracts, and
transactions. ICC believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder applicable to ICC, in particular, to Section 17(A)(b)(3)(F),
because ICC believes that the clearance of iTraxx Contracts will
facilitate the prompt and accurate settlement of swaps and contribute
to the safeguarding of securities and funds associated with swap
transactions.
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\5\ 15 U.S.C. 78q-1(b)(3)(F).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
ICC does not believe the proposed rule change would have any
impact, or impose any burden, on competition.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments relating to the proposed rule change have not been
solicited or received. ICC will notify the Commission of any written
comments received by ICC.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
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-ICC-2012-23 on the subject line.
[[Page 76112]]
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-ICC-2012-23. 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 filings will also 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.theice.com/publicdocs/regulatory_filings/ICEClearCredit_120512.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-ICC-2012-23
and should be submitted on or before January 16, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\6\
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\6\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-31020 Filed 12-21-12; 4:15 pm]
BILLING CODE 8011-01-P