Self-Regulatory Organizations; BOX Options Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend the Fee Schedule for Trading on BOX, 1892-1894 [2013-00254]
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1892
Federal Register / Vol. 78, No. 6 / Wednesday, January 9, 2013 / Notices
by the Commission.10 As such, C2
merely desires to adopt a mechanism
that is nearly identical to one that
already exists on CBOE. Permitting C2
to operate on an even playing field
relative to other exchanges removes
impediments to and to perfects the
mechanism for a free and open market
and a national market system.
The Commission has always been
clear that honoring better prices on
other markets can be accomplished by
matching those better prices.11 The
proposed HAL and a ‘‘step up’’ process
would allow C2 TPHs to do just that.
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. The proposed C2
HAL is open to all market participants.
The ‘‘step-up’’ feature of the proposed
C2 HAL allows for price improvement.
When such price improvement is
achieved via this ‘‘stepping up’’ to meet
(or beat) the best quoted price at another
exchange, market participants are able
to receive the best quoted price while
still achieving execution on C2, the
exchange to which they elected to send
their orders.
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
srobinson on DSK4SPTVN1PROD with
Because the foregoing proposed rule
change does not:
A. significantly affect the protection
of investors or the public interest;
B. impose any significant burden on
competition; and
C. become operative for 30 days from
the date on which it was filed, or such
shorter time as the Commission may
designate, it has become effective
pursuant to Section 19(b)(3)(A) of the
10 See Securities Exchange Act Release No. 60551
(August 20, 2009), 74 FR 43196 (August 26, 2009)
(SR–CBOE–2009–040).
11 For example, in adopting the Order Protection
Rule (Rule 611) under Regulation NMS in 2005, the
Commission stated: ‘‘The Order Protection Rule
generally requires that trading centers match the
best quoted prices, cancel orders without an
execution, or route orders to the trading centers
quoting the best prices.’’ See Securities Exchange
Act Release No. 51808 (June 9, 2005), 70 FR 37496
(June 29, 2005), at 37525 (S7–10–04).
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Jkt 229001
Act 12 and Rule 19b–4(f)(6) 13
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–C2–2012–043 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–C2–2012–043. 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–
2012–043, and should be submitted on
or before January 30, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–00200 Filed 1–8–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68488; File No. SR–
NYSEArca–2012–142]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change To List and Trade the
Guggenheim Enhanced Total Return
ETF Under NYSE Arca Equities Rule
8.600
December 20, 2012.
Correction
In notice document 2012–31120
appearing on pages 76326–76332 in the
issue of December 27, 2012, the File No.
is corrected to read as set forth above.
[FR Doc. C1–2012–31120 Filed 1–8–13; 8:45 am]
BILLING CODE 1505–01–D
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68575; File No. SR–BOX–
2012–024]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Amend
the Fee Schedule for Trading on BOX
January 3, 2013.
Pursuant to Section 19(b)(1) under the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
21, 2012, BOX Options Exchange LLC
(the ‘‘Exchange’’) 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
Exchange filed the proposed rule change
pursuant to Section 19(b)(3)(A)(ii) of the
14 17
12 15
U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(6).
PO 00000
Frm 00069
Fmt 4703
Sfmt 4703
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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09JAN1
Federal Register / Vol. 78, No. 6 / Wednesday, January 9, 2013 / Notices
Act,3 and Rule 19b–4(f)(2) thereunder,4
which renders the proposal effective
upon filing with 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
The Exchange is filing with the
Securities and Exchange Commission
(‘‘Commission’’) a proposed rule change
to amend its Fee Schedule relating to
the fees assessed by FINRA in
connection with use of its Central
Registration Depository (‘‘CRD
System’’). While changes to the Fee
Schedule pursuant to this proposal will
be effective upon filing, the changes will
become operative on January 2, 2013.
The text of the proposed rule change is
available from the principal office of the
Exchange, at the Commission’s Public
Reference Room and also on the
Exchange’s Internet Web site at https://
boxexchange.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Section V of its Fee Schedule to reflect
a recent fee change made by FINRA,5
relating to the CRD system.6 The fees
assessed under Section V are collected
3 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
5 See Securities Exchange Act Release No. 67247
(June 25, 2012), 77 FR 38866 (June 29, 2012) (SR–
FINRA–2012–030).
6 The CRD system is the central licensing and
registration system for the U.S. securities industry.
The CRD system enables individuals and firms
seeking registration with multiple states and selfregulatory organizations (‘‘SRO’’) to do so by
submitting a single form, fingerprint card and a
combined payment of fees to FINRA. Through the
CRD system, FINRA maintains the qualification,
employment and disciplinary histories of registered
associated persons of broker-dealers.
srobinson on DSK4SPTVN1PROD with
4 17
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16:39 Jan 08, 2013
Jkt 229001
and retained by FINRA via the CRD
system for the registration of associated
persons of Exchange members that are
not also FINRA members. The Exchange
originally adopted the fees under
Section V to mirror the fees assessed by
FINRA on its members for use of the
CRD system in connection with the
Exchange’s participation in Web CRD.7
FINRA recently amended the fees
assessed for use of the CRD system,
which will become effective January 2,
2013.8 The CRD system fees are usebased and there is no distinction in the
cost incurred by FINRA if the user is a
FINRA member or a member of an
exchange that is not a FINRA member.
Accordingly, the Exchange is proposing
to amend the fees under Section V.B. to
mirror those assessed by FINRA, which
will be implemented concurrently with
the amended FINRA fees on January 2,
2013.9
In addition to increasing the existing
CRD system fees, FINRA adopted a
disclosure processing fee for each initial
or amended Form BD that includes the
initial reporting, amendment, or
certification of one or more disclosure
events or proceedings.10 BOX Options
Participants use the Form BD to, among
other things, report disclosure matters
in which they or a control affiliate have
been involved. Prior to the adoption of
this fee, FINRA did not have a fee
designed to cover the costs associated
with the review of Form BD,
notwithstanding that the review is
similar to that performed of Options
Participants’ Forms U4 and U5. Such
reviews include confirming that the
matter is properly reported; reviewing
any documentation submitted and
determining whether additional
documentation is required; conducting
any necessary independent research;
and, depending on the matter reported,
7 See Securities Exchange Act Release No. 66979
(May 14, 2012) 77 FR 29740 (May 18, 2012) (Notice
of Immediate Effectiveness of Proposed Rule
Change To Adopt the Fee Schedule For Trading on
BOX). See also, Section 4(b)(3) of Schedule A to the
FINRA By-Laws.
8 Supra note 5.
9 The Exchange notes that it is not adopting all
of the changes made in the FINRA filing. Certain
fees and requirements are specific to FINRA and the
Exchange elected to not adopt them because either
such fees did not apply to Exchange-only members
or such fees did not directly cover the costs
associated with the use of the CRD system. For
example, under FINRA Section 4(h) of Schedule A,
FINRA assesses a fee of $10 per day, up to $300 for
each day that a new disclosure event or a change
in the status of a previously reported disclosure
event is not timely filed on an initial or amended
Form U5 or an amended Form U4. This fee provides
a financial incentive to a FINRA member to file its
Forms U4 and U5 timely. The Exchange elected to
not adopt such a fee applicable to its members that
are not also FINRA members.
10 Id. [sic]
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1893
analyzing whether the event or
proceeding subjects the individual or
member to a statutory disqualification
pursuant to Section 3(a)(39) of the Act.11
FINRA adopted a $110 fee for the
review of a Form BD, which mirrors the
increased fee adopted for the review of
Forms U4 and U5. As such, the
Exchange is amending its Fee Schedule
to reflect the $110 disclosure processing
fee for FINRA’s review of disclosure
information submitted by BOX Options
Participants that are not members of
FINRA.
FINRA currently collects a fee of
$27.50 to process the first and third
fingerprint submission by a member,
either electronically or via a hard copy
fingerprint card. And the fee is $13.00
for the second fingerprint card
submission. FINRA is increasing the
processing fee for the first and third
fingerprint submission to $29.50 if
submitted electronically, and $44.50 if
submitted by a hard copy fingerprint
card. And the fee collected by FINRA is
increasing for the second submission, to
$15.00 for an electronic submission, and
$30.00 for a hard copy, respectively. In
addition to processing fingerprints
submitted by members, FINRA also
processes fingerprint results where the
member had fingerprints processed
through another SRO. FINRA is
increasing this fee from $13.00 to
$30.00. As a result of these FINRA
fingerprint processing fee increases, the
Exchange also proposes to amend its
Fee Schedule to reflect these changes.
The Exchange is proposing that the
implementation date of the proposed
rule change will be January 2, 2013.
Specifically, the proposed initial/
transfer registration, disclosure filing,
and fingerprint fees would become
effective for filings or fingerprints
submitted on or after January 2, 2013.
Lastly, the proposed system processing
fee would become effective for the 2013
Renewal Program.12
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the
Act,13 in general, and with Section
6(b)(4) of the Act 14 and Section 6(b)(5)
of the Act,15 in particular, in that it
provides for the equitable allocation of
reasonable dues, fees and other charges
among members and issuers and other
11 15
U.S.C. 78c(a)(39).
part of FINRA’s 2013 Renewal Program,
Preliminary Renewal Statements reflecting the
proposed $45 system processing fee will be made
available to members in the fourth quarter of 2012.
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(4).
15 15 U.S.C. 78f(b)(5).
12 As
E:\FR\FM\09JAN1.SGM
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1894
Federal Register / Vol. 78, No. 6 / Wednesday, January 9, 2013 / Notices
persons using any facility or system
which the Exchange operates or
controls, and it does not unfairly
discriminate between customers,
issuers, brokers or dealers. All similarly
situated Options Participants are subject
to the same fee structure, and every firm
must use the CRD system for registration
and disclosure.
The change is reasonable because the
proposed fees are identical to those
adopted by FINRA for use of the CRD
system for disclosure and the
registration of associated persons of
FINRA members. As FINRA noted in
amending its fees, it believed the fees
are reasonable based on the increased
costs associated with operating and
maintaining the CRD system, and listed
a number of enhancements made to the
CRD system since the last fee increase,
including: (1) Incorporation of various
uniform registration form changes; (2)
electronic fingerprint processing; (3)
Web EFTTM, which allows subscribing
firms to submit batch filings to the CRD
system; (4) increases in the number and
types of reports available through the
CRD system; and (5) significant changes
to BrokerCheck, including making
BrokerCheck easier to use and
expanding the amount of information
made available through the system.
These increased costs are similarly
borne by FINRA when a BOX Options
Participant that is not a member of
FINRA uses the CRD system.
Accordingly, the fees collected for such
use should likewise increase in lockstep
with the fees assessed FINRA members,
as is proposed by the Exchange.
The proposed change, like FINRA’s
proposal, is consistent with an equitable
allocation of fees because the fees will
apply equally to all individuals and
Options Participants required to report
information to the CRD system. Thus,
those Options Participants that register
more individuals or submit more filings
through the CRD system will generally
pay more in fees than those that use the
CRD system to a lesser extent.
srobinson on DSK4SPTVN1PROD with
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA’s CRD system is the central
licensing and registration system for the
U.S. securities industry and the
proposed change will simply provide
notice to BOX Options Participants of a
FINRA fee change that will apply across
all registered industry participants. As
such, the Exchange does not believe that
the proposed rule change will impose
any additional burden on competition
not necessary or appropriate in
furtherance of the purposes of the Act.
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16:39 Jan 08, 2013
Jkt 229001
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Exchange Act 16
and Rule 19b–4(f)(2) thereunder,17
because it establishes or changes a due,
fee, or other charge applicable only to a
member.
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 Exchange Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or 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–BOX–2012–024 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–BOX–2012–024. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the
Exchange’s principal office. 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–BOX–2012–024, and
should be submitted on or before
January 30, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–00254 Filed 1–8–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68569; File No. SR–
NYSEArca–2012–140]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To List and Trade
Options on the Nasdaq-100 Index
(NDX) and the Reduced-Value Nasdaq100 Index (MNX) and To Amend NYSE
Arca Rule 5.15(a)(1) To Provide That
There Are No Position Limits for
Options on NDX and MNX
January 3, 2013.
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
20, 2012, NYSE Arca, Inc. (‘‘NYSE
Arca’’ 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
18 17
16 15
U.S.C. 78s(b)(3)(A)(ii).
17 17 CFR 240.19b–4(f)(2).
PO 00000
Frm 00071
Fmt 4703
Sfmt 4703
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\09JAN1.SGM
09JAN1
Agencies
[Federal Register Volume 78, Number 6 (Wednesday, January 9, 2013)]
[Notices]
[Pages 1892-1894]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-00254]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68575; File No. SR-BOX-2012-024]
Self-Regulatory Organizations; BOX Options Exchange LLC; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change To
Amend the Fee Schedule for Trading on BOX
January 3, 2013.
Pursuant to Section 19(b)(1) under the Securities Exchange Act of
1934 (the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby
given that on December 21, 2012, BOX Options Exchange LLC (the
``Exchange'') 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
Exchange filed the proposed rule change pursuant to Section
19(b)(3)(A)(ii) of the
[[Page 1893]]
Act,\3\ and Rule 19b-4(f)(2) thereunder,\4\ which renders the proposal
effective upon filing with the Commission. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing with the Securities and Exchange Commission
(``Commission'') a proposed rule change to amend its Fee Schedule
relating to the fees assessed by FINRA in connection with use of its
Central Registration Depository (``CRD System''). While changes to the
Fee Schedule pursuant to this proposal will be effective upon filing,
the changes will become operative on January 2, 2013. The text of the
proposed rule change is available from the principal office of the
Exchange, at the Commission's Public Reference Room and also on the
Exchange's Internet Web site at https://boxexchange.com.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Section V of its Fee Schedule to
reflect a recent fee change made by FINRA,\5\ relating to the CRD
system.\6\ The fees assessed under Section V are collected and retained
by FINRA via the CRD system for the registration of associated persons
of Exchange members that are not also FINRA members. The Exchange
originally adopted the fees under Section V to mirror the fees assessed
by FINRA on its members for use of the CRD system in connection with
the Exchange's participation in Web CRD.\7\ FINRA recently amended the
fees assessed for use of the CRD system, which will become effective
January 2, 2013.\8\ The CRD system fees are use-based and there is no
distinction in the cost incurred by FINRA if the user is a FINRA member
or a member of an exchange that is not a FINRA member. Accordingly, the
Exchange is proposing to amend the fees under Section V.B. to mirror
those assessed by FINRA, which will be implemented concurrently with
the amended FINRA fees on January 2, 2013.\9\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 67247 (June 25,
2012), 77 FR 38866 (June 29, 2012) (SR-FINRA-2012-030).
\6\ The CRD system is the central licensing and registration
system for the U.S. securities industry. The CRD system enables
individuals and firms seeking registration with multiple states and
self-regulatory organizations (``SRO'') to do so by submitting a
single form, fingerprint card and a combined payment of fees to
FINRA. Through the CRD system, FINRA maintains the qualification,
employment and disciplinary histories of registered associated
persons of broker-dealers.
\7\ See Securities Exchange Act Release No. 66979 (May 14, 2012)
77 FR 29740 (May 18, 2012) (Notice of Immediate Effectiveness of
Proposed Rule Change To Adopt the Fee Schedule For Trading on BOX).
See also, Section 4(b)(3) of Schedule A to the FINRA By-Laws.
\8\ Supra note 5.
\9\ The Exchange notes that it is not adopting all of the
changes made in the FINRA filing. Certain fees and requirements are
specific to FINRA and the Exchange elected to not adopt them because
either such fees did not apply to Exchange-only members or such fees
did not directly cover the costs associated with the use of the CRD
system. For example, under FINRA Section 4(h) of Schedule A, FINRA
assesses a fee of $10 per day, up to $300 for each day that a new
disclosure event or a change in the status of a previously reported
disclosure event is not timely filed on an initial or amended Form
U5 or an amended Form U4. This fee provides a financial incentive to
a FINRA member to file its Forms U4 and U5 timely. The Exchange
elected to not adopt such a fee applicable to its members that are
not also FINRA members.
---------------------------------------------------------------------------
In addition to increasing the existing CRD system fees, FINRA
adopted a disclosure processing fee for each initial or amended Form BD
that includes the initial reporting, amendment, or certification of one
or more disclosure events or proceedings.\10\ BOX Options Participants
use the Form BD to, among other things, report disclosure matters in
which they or a control affiliate have been involved. Prior to the
adoption of this fee, FINRA did not have a fee designed to cover the
costs associated with the review of Form BD, notwithstanding that the
review is similar to that performed of Options Participants' Forms U4
and U5. Such reviews include confirming that the matter is properly
reported; reviewing any documentation submitted and determining whether
additional documentation is required; conducting any necessary
independent research; and, depending on the matter reported, analyzing
whether the event or proceeding subjects the individual or member to a
statutory disqualification pursuant to Section 3(a)(39) of the Act.\11\
FINRA adopted a $110 fee for the review of a Form BD, which mirrors the
increased fee adopted for the review of Forms U4 and U5. As such, the
Exchange is amending its Fee Schedule to reflect the $110 disclosure
processing fee for FINRA's review of disclosure information submitted
by BOX Options Participants that are not members of FINRA.
---------------------------------------------------------------------------
\10\ Id. [sic]
\11\ 15 U.S.C. 78c(a)(39).
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FINRA currently collects a fee of $27.50 to process the first and
third fingerprint submission by a member, either electronically or via
a hard copy fingerprint card. And the fee is $13.00 for the second
fingerprint card submission. FINRA is increasing the processing fee for
the first and third fingerprint submission to $29.50 if submitted
electronically, and $44.50 if submitted by a hard copy fingerprint
card. And the fee collected by FINRA is increasing for the second
submission, to $15.00 for an electronic submission, and $30.00 for a
hard copy, respectively. In addition to processing fingerprints
submitted by members, FINRA also processes fingerprint results where
the member had fingerprints processed through another SRO. FINRA is
increasing this fee from $13.00 to $30.00. As a result of these FINRA
fingerprint processing fee increases, the Exchange also proposes to
amend its Fee Schedule to reflect these changes.
The Exchange is proposing that the implementation date of the
proposed rule change will be January 2, 2013. Specifically, the
proposed initial/transfer registration, disclosure filing, and
fingerprint fees would become effective for filings or fingerprints
submitted on or after January 2, 2013. Lastly, the proposed system
processing fee would become effective for the 2013 Renewal Program.\12\
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\12\ As part of FINRA's 2013 Renewal Program, Preliminary
Renewal Statements reflecting the proposed $45 system processing fee
will be made available to members in the fourth quarter of 2012.
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2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Act,\13\ in general, and with
Section 6(b)(4) of the Act \14\ and Section 6(b)(5) of the Act,\15\ in
particular, in that it provides for the equitable allocation of
reasonable dues, fees and other charges among members and issuers and
other
[[Page 1894]]
persons using any facility or system which the Exchange operates or
controls, and it does not unfairly discriminate between customers,
issuers, brokers or dealers. All similarly situated Options
Participants are subject to the same fee structure, and every firm must
use the CRD system for registration and disclosure.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(4).
\15\ 15 U.S.C. 78f(b)(5).
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The change is reasonable because the proposed fees are identical to
those adopted by FINRA for use of the CRD system for disclosure and the
registration of associated persons of FINRA members. As FINRA noted in
amending its fees, it believed the fees are reasonable based on the
increased costs associated with operating and maintaining the CRD
system, and listed a number of enhancements made to the CRD system
since the last fee increase, including: (1) Incorporation of various
uniform registration form changes; (2) electronic fingerprint
processing; (3) Web EFTTM, which allows subscribing firms to
submit batch filings to the CRD system; (4) increases in the number and
types of reports available through the CRD system; and (5) significant
changes to BrokerCheck, including making BrokerCheck easier to use and
expanding the amount of information made available through the system.
These increased costs are similarly borne by FINRA when a BOX Options
Participant that is not a member of FINRA uses the CRD system.
Accordingly, the fees collected for such use should likewise increase
in lockstep with the fees assessed FINRA members, as is proposed by the
Exchange.
The proposed change, like FINRA's proposal, is consistent with an
equitable allocation of fees because the fees will apply equally to all
individuals and Options Participants required to report information to
the CRD system. Thus, those Options Participants that register more
individuals or submit more filings through the CRD system will
generally pay more in fees than those that use the CRD system to a
lesser extent.
B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA's CRD system is the central licensing and registration system
for the U.S. securities industry and the proposed change will simply
provide notice to BOX Options Participants of a FINRA fee change that
will apply across all registered industry participants. As such, the
Exchange does not believe that the proposed rule change will impose any
additional burden on competition 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 either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Exchange Act \16\ and Rule 19b-4(f)(2)
thereunder,\17\ because it establishes or changes a due, fee, or other
charge applicable only to a member.
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\16\ 15 U.S.C. 78s(b)(3)(A)(ii).
\17\ 17 CFR 240.19b-4(f)(2).
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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 Exchange Act. If the
Commission takes such action, the Commission shall institute
proceedings to determine whether the proposed rule should be approved
or 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-BOX-2012-024 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-BOX-2012-024. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the Exchange's principal office. 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-BOX-2012-024, and should be
submitted on or before January 30, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-00254 Filed 1-8-13; 8:45 am]
BILLING CODE 8011-01-P